AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Chang Ho Choi Chang Ho Choi's AXA Advisors Experience December 2012 - October 2014
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2012 - October 2014
Education
Chung-Ang University 2005 — 2010
BS, Urban Studies/Affairs
AXA Advisors December 2012 - October 2014
Education
Chung-Ang University 2005 — 2010
BS, Urban Studies/Affairs
Eric Newby, CFP® Eric Newby, CFP®'s AXA Advisors Experience May 2006 - April 2008
Job Vice President at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors September 2014 - Present
Jackson January 2014 - August 2014
TD Ameritrade April 2008 - January 2014
AXA Advisors May 2006 - April 2008
Skills
Wealth Management, Investment Consulting, Financial Planning, College Education..., Investment Advisory, Series 63, Investments, Retirement Planning
Education
Colorado State University-Pueblo 2004 — 2006
Bachelor of Science, Economics / Finance
Chandler/Gilbert Community College 2002 — 2004
Beacon Pointe Wealth Advisors September 2014 - Present
Jackson January 2014 - August 2014
TD Ameritrade April 2008 - January 2014
AXA Advisors May 2006 - April 2008
Skills
Wealth Management, Investment Consulting, Financial Planning, College Education..., Investment Advisory, Series 63, Investments, Retirement Planning
Education
Colorado State University-Pueblo 2004 — 2006
Bachelor of Science, Economics / Finance
Chandler/Gilbert Community College 2002 — 2004
Lauryn Leyun Wang Lauryn Leyun Wang's AXA Advisors Experience September 2013 - November 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
AXA Advisors September 2013 - November 2013
Telephonic Research Operation February 2013 - August 2013
Campus Connections October 2012 - December 2012
Jiangcheng College, China University of Geosciences April 2011 - June 2011
Wusheng Material Trade Co.,Ltd. December 2010 - April 2011
Jointown Pharmaceutical Group October 2010 - October 2010
Municipal Court in Jindong District July 2009 - July 2009
Skills
Advertising, Social Media, Marketing Communications, Social Media Marketing, Market Research, Marketing Strategy, Marketing, Marketing Management, Teamwork, Customer Service, Microsoft Office, SPSS, Marketing Research, Digital Marketing, Online Advertising, English, Microsoft Word, Event Planning
Education
Saint Joseph's University 2012 — 2014
Master's degree, International Marketing
China University of Geosciences 2007 — 2011
Bachelor of Business Administration (B.B.A.), Logistics and Supply Chain Management
AXA Advisors September 2013 - November 2013
Telephonic Research Operation February 2013 - August 2013
Campus Connections October 2012 - December 2012
Jiangcheng College, China University of Geosciences April 2011 - June 2011
Wusheng Material Trade Co.,Ltd. December 2010 - April 2011
Jointown Pharmaceutical Group October 2010 - October 2010
Municipal Court in Jindong District July 2009 - July 2009
Skills
Advertising, Social Media, Marketing Communications, Social Media Marketing, Market Research, Marketing Strategy, Marketing, Marketing Management, Teamwork, Customer Service, Microsoft Office, SPSS, Marketing Research, Digital Marketing, Online Advertising, English, Microsoft Word, Event Planning
Education
Saint Joseph's University 2012 — 2014
Master's degree, International Marketing
China University of Geosciences 2007 — 2011
Bachelor of Business Administration (B.B.A.), Logistics and Supply Chain Management
David Rich CFP®, AAMS® David Rich CFP®, AAMS®'s AXA Advisors Experience January 2007 - December 2009
Job Financial Advisor
Industry Investment Management
Experience
Proudly We Wave May 2015 - Present
WealthPlan Advisors, Inc. November 2013 - May 2015
Schwab Private Client Investment Advisor December 2009 - November 2013
AXA Advisors January 2007 - December 2009
USAA February 2003 - January 2007
Skills
Financial Planners, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Investments, Strategic Financial..., Financial Analysis, Investment Advisory, 401k, Financial Advisory, Portfolio Management, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, Series 7, Insurance, IRAs, Retirement, Wealth Management..., Securities, Financial Planning
Education
College for Financial Planning
CFP Certification Professional Education Program
College for Financial Planning 2011 — 2015
MS, Finance
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Phoenix
BS, Business Management
Gilbert High School 1992 — 1996
General, General
Proudly We Wave May 2015 - Present
WealthPlan Advisors, Inc. November 2013 - May 2015
Schwab Private Client Investment Advisor December 2009 - November 2013
AXA Advisors January 2007 - December 2009
USAA February 2003 - January 2007
Skills
Financial Planners, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Investments, Strategic Financial..., Financial Analysis, Investment Advisory, 401k, Financial Advisory, Portfolio Management, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, Series 7, Insurance, IRAs, Retirement, Wealth Management..., Securities, Financial Planning
Education
College for Financial Planning
CFP Certification Professional Education Program
College for Financial Planning 2011 — 2015
MS, Finance
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Phoenix
BS, Business Management
Gilbert High School 1992 — 1996
General, General
Cathy Li 李聪 Cathy Li 李聪's AXA Advisors Experience January 2012 - May 2013
Job Financial Analyst at Cydcor
Industry Marketing and Advertising
Experience
Cydcor July 2014 - Present
AXA Advisors January 2012 - May 2013
G-Net Software Company May 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Finance, Bloomberg Terminal, Microsoft Excel, Economics, Valuation, Financial Reporting, PowerPoint, Credit, Strategic Planning, Team Leadership, Analysis
Education
Claremont McKenna College 2013 — 2014
Master of Finance, Finance, 3.7/4.0
Pepperdine University 2009 — 2012
Economics, Psychology, Industrial Organizational Psychology Minor, Economics, Psychology, Industrial Organizational Psychology Minor, Cum Laude Honored Student
Central University of Finance and Economics 2007 — 2009
N/A, Economics Psychology, 3.6/4.0
Cydcor July 2014 - Present
AXA Advisors January 2012 - May 2013
G-Net Software Company May 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Finance, Bloomberg Terminal, Microsoft Excel, Economics, Valuation, Financial Reporting, PowerPoint, Credit, Strategic Planning, Team Leadership, Analysis
Education
Claremont McKenna College 2013 — 2014
Master of Finance, Finance, 3.7/4.0
Pepperdine University 2009 — 2012
Economics, Psychology, Industrial Organizational Psychology Minor, Economics, Psychology, Industrial Organizational Psychology Minor, Cum Laude Honored Student
Central University of Finance and Economics 2007 — 2009
N/A, Economics Psychology, 3.6/4.0
Chad Kessler Chad Kessler's AXA Advisors Experience May 2005 - December 2007
Job Managing Director, Registered Principal at C.K. Cooper & Company
Industry Financial Services
Experience
C.K. Cooper & Company January 2007 - Present
AXA Advisors May 2005 - December 2007
Skills
Series 7, Alternative Investments, Asset Managment, Fixed Income, Investments, Options Strategies, Asset Allocation
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
BS, Business
C.K. Cooper & Company January 2007 - Present
AXA Advisors May 2005 - December 2007
Skills
Series 7, Alternative Investments, Asset Managment, Fixed Income, Investments, Options Strategies, Asset Allocation
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
BS, Business
Craig Stearns, CFP ® Craig Stearns, CFP ®'s AXA Advisors Experience December 2001 - June 2002
Job Senior Vice President, Lenox Advisors | Wealth Manager | Financial Planner | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors June 2008 - Present
Barnum Financial Group June 2002 - May 2008
AXA Advisors December 2001 - June 2002
One Studio/Clearblue Technologies August 2000 - December 2001
Skills
Wealth Management, Investments, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Estate Planning, Asset Management, Asset Managment, Risk, Financial Planning
Education
College for Financial Planning 2005 — 2005
CFP, Financial Planning
New York University- Masters 1985 — 1988
Masters
New York University 1984 — 1987
BFA, Theatre
Lenox Advisors June 2008 - Present
Barnum Financial Group June 2002 - May 2008
AXA Advisors December 2001 - June 2002
One Studio/Clearblue Technologies August 2000 - December 2001
Skills
Wealth Management, Investments, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Estate Planning, Asset Management, Asset Managment, Risk, Financial Planning
Education
College for Financial Planning 2005 — 2005
CFP, Financial Planning
New York University- Masters 1985 — 1988
Masters
New York University 1984 — 1987
BFA, Theatre
Manal Gheith Manal Gheith's AXA Advisors Experience 2006 - 2006
Job CF Speech Language Pathologist
Industry Hospital & Health Care
Experience
Quality Care Speech Center March 2015 - Present
Liverpool Central School District September 2014 - December 2014
James Square Rehab Center May 2014 - August 2014
Syracuse University August 2012 - April 2014
Hear Me Speak, Inc November 2008 - February 2011
Allied Advertising January 2008 - May 2008
Nickelodeon January 2007 - May 2007
Jane Wesman Public Relations 2005 - 2007
AXA Advisors 2006 - 2006
Skills
Final Draft, Video Production
Education
Syracuse University 2012 — 2014
Master's degree, Speech-Language Pathology/Pathologist
City University of New York-Hunter College 2004 — 2008
B.A, Economics/Special Honors
Quality Care Speech Center March 2015 - Present
Liverpool Central School District September 2014 - December 2014
James Square Rehab Center May 2014 - August 2014
Syracuse University August 2012 - April 2014
Hear Me Speak, Inc November 2008 - February 2011
Allied Advertising January 2008 - May 2008
Nickelodeon January 2007 - May 2007
Jane Wesman Public Relations 2005 - 2007
AXA Advisors 2006 - 2006
Skills
Final Draft, Video Production
Education
Syracuse University 2012 — 2014
Master's degree, Speech-Language Pathology/Pathologist
City University of New York-Hunter College 2004 — 2008
B.A, Economics/Special Honors
Christopher Kolker's AXA Advisors Experience September 2003 - September 2014
Job Partner Christopher Lee Financial, LLC
Industry Financial Services
Experience
AXA Advisors September 2003 - September 2014
AMC Cancer Fund, now CU Cancer Center Fund 2011 - 2013
Great West Life 1999 - 2004
Education
Clarke University 1990 — 1994
BA History, Secondary Education
Guttenberg H.S.
AXA Advisors September 2003 - September 2014
AMC Cancer Fund, now CU Cancer Center Fund 2011 - 2013
Great West Life 1999 - 2004
Education
Clarke University 1990 — 1994
BA History, Secondary Education
Guttenberg H.S.
Nick Santonato, MBA Nick Santonato, MBA's AXA Advisors Experience 2004 - 2004
Job Business Analyst with Carlisle & Gallagher
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group July 2013 - Present
Cardinal Innovations Healthcare Solutions February 2013 - June 2013
Merit -Awarded Scholarship Recipient January 2012 - April 2013
Aerotek Contracted to Wells Fargo Bank December 2011 - September 2012
Sherpa Contracted to Wells Fargo January 2011 - June 2011
SunTrust Bank June 2008 - July 2010
SunTrust Bank September 2007 - June 2008
SunTrust Bank March 2005 - September 2007
Bank of America 1998 - 2005
AXA Advisors 2004 - 2004
Skills
Excel, Process Development, Continuous Improvement, Leadership Development, Efficiency Improvement, Business Analysis, Training & Development, Management Consulting, Marketing Strategy, Strategic Planning, Change Management, Creative Problem Solving, Influencer Marketing, Customer Negotiations, Mentoring, Project Coordination, Microsoft Office, Attention To Detail, Data Transformation, Sales Coach, Group Presentations, Consultative Selling, Time Management, Compliance Management, Talent Development, Process Improvement, Deliverables, Lessons Learned, Research, SME, PowerPoint, Learning, Operational Excellence, Operational Efficiency, Visio, MS Project, Issues Management, Meeting Deadlines, Organizing Meetings, Change Leadership, Creative, Business Intelligence, SQLWindows, Microsoft SQL Server, Excel models, V Lookups, MS Excel Pivot Tables, Excel Dashboards, Executive Reporting, Project Status Reporting
Education
Central Piedmont Community College 2013 — 2013
Certificate, Business Intelligence, SQL, SQL Server, SharePoint, Excel
University of North Carolina at Charlotte 2011 — 2012
Business Process Management
Western Carolina University 2010 — 2010
Masters Certificate, Project Management
Strayer University 2002 — 2008
MBA, Management/Marketing
The University of Akron 1993 — 1994
School of Law
Muskingum College 1988 — 1993
BA, Speech Communications & Sociology
The Harley School 1984 — 1988
Diploma
Carlisle & Gallagher Consulting Group July 2013 - Present
Cardinal Innovations Healthcare Solutions February 2013 - June 2013
Merit -Awarded Scholarship Recipient January 2012 - April 2013
Aerotek Contracted to Wells Fargo Bank December 2011 - September 2012
Sherpa Contracted to Wells Fargo January 2011 - June 2011
SunTrust Bank June 2008 - July 2010
SunTrust Bank September 2007 - June 2008
SunTrust Bank March 2005 - September 2007
Bank of America 1998 - 2005
AXA Advisors 2004 - 2004
Skills
Excel, Process Development, Continuous Improvement, Leadership Development, Efficiency Improvement, Business Analysis, Training & Development, Management Consulting, Marketing Strategy, Strategic Planning, Change Management, Creative Problem Solving, Influencer Marketing, Customer Negotiations, Mentoring, Project Coordination, Microsoft Office, Attention To Detail, Data Transformation, Sales Coach, Group Presentations, Consultative Selling, Time Management, Compliance Management, Talent Development, Process Improvement, Deliverables, Lessons Learned, Research, SME, PowerPoint, Learning, Operational Excellence, Operational Efficiency, Visio, MS Project, Issues Management, Meeting Deadlines, Organizing Meetings, Change Leadership, Creative, Business Intelligence, SQLWindows, Microsoft SQL Server, Excel models, V Lookups, MS Excel Pivot Tables, Excel Dashboards, Executive Reporting, Project Status Reporting
Education
Central Piedmont Community College 2013 — 2013
Certificate, Business Intelligence, SQL, SQL Server, SharePoint, Excel
University of North Carolina at Charlotte 2011 — 2012
Business Process Management
Western Carolina University 2010 — 2010
Masters Certificate, Project Management
Strayer University 2002 — 2008
MBA, Management/Marketing
The University of Akron 1993 — 1994
School of Law
Muskingum College 1988 — 1993
BA, Speech Communications & Sociology
The Harley School 1984 — 1988
Diploma
Gidgetta L. Wilcher Gidgetta L. Wilcher's AXA Advisors Experience March 2008 - April 2010
Job Med Tech at Dogwood Forest
Industry Financial Services
Experience
Dogwood Forest December 2014 - Present
Dogwood Forest June 2014 - Present
Macy's November 2012 - September 2013
AXA Advisors March 2008 - April 2010
AXA Advisors February 2007 - March 2008
AXA Advisors August 1998 - April 2007
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Negotiation, English, Windows, Research, Editing, CPR Certified, CNA, CMA
Education
Chattahoochee Technical College 2011 — 2014
Certified Nursing Assistant
Alta Business School 1990 — 1991
Diploma, Microcomputer Competency
William A. Wirt High School 1987 — 1988
Fine/Studio Arts, General
Dogwood Forest December 2014 - Present
Dogwood Forest June 2014 - Present
Macy's November 2012 - September 2013
AXA Advisors March 2008 - April 2010
AXA Advisors February 2007 - March 2008
AXA Advisors August 1998 - April 2007
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Negotiation, English, Windows, Research, Editing, CPR Certified, CNA, CMA
Education
Chattahoochee Technical College 2011 — 2014
Certified Nursing Assistant
Alta Business School 1990 — 1991
Diploma, Microcomputer Competency
William A. Wirt High School 1987 — 1988
Fine/Studio Arts, General
Siwat Virojanakuth's AXA Advisors Experience February 2014 - May 2014
Job ALM Quantitative Analyst at Bank of Ayudhya
Industry Financial Services
Experience
Bank of Ayudhya (Krungsri Bank) November 2014 - Present
AXA Advisors February 2014 - May 2014
SCG Chemicals Co., Ltd. June 2008 - December 2011
HANA Semiconductor (Ayutthaya) Co.,Ltd March 2007 - May 2007
Education
New York University - Polytechnic School of Engineering 2012 — 2014
Master of Science, Financial Engineering
Chulalongkorn University 2004 — 2008
Bachelor of Engineering (B.Eng.), Chemical Engineering
Bank of Ayudhya (Krungsri Bank) November 2014 - Present
AXA Advisors February 2014 - May 2014
SCG Chemicals Co., Ltd. June 2008 - December 2011
HANA Semiconductor (Ayutthaya) Co.,Ltd March 2007 - May 2007
Education
New York University - Polytechnic School of Engineering 2012 — 2014
Master of Science, Financial Engineering
Chulalongkorn University 2004 — 2008
Bachelor of Engineering (B.Eng.), Chemical Engineering
Hongyang (Bob) Zheng's AXA Advisors Experience January 2011 - April 2011
Job WFA Product Risk Analytic Cons. at Wells Fargo | Passed All 3 CFA exams
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo July 2014 - June 2015
Washington University in St. Louis July 2013 - June 2014
CITIBANK Co., Ltd May 2012 - July 2012
AXA WINTERTHUR INSURANCE (ASIA) Ltd June 2011 - August 2011
AXA Advisors January 2011 - April 2011
Skills
Microsoft Excel, Time Management, Teamwork, Research, Financial Analysis, Valuation, Equity Research, Capital IQ, Bloomberg, Bilingual, Financial Modeling, Fundamental Analysis, Quantitative Analytics, Organizational..., Creative Strategy, Disciplinary Action, Resourceful..., Fast-paced, Learning Quickly, Highly Detailed, Risk Management
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Banking, Corporate, Finance, and Securities Law
Chapman University 2009 — 2013
Bachelor Degree of Science, Business Administration Emphasis in Finance and International Business Minor in Economics, Accumulative GPA 3.7
Peking University 2011 — 2011
Exchange Study, Business and Management
Wells Fargo June 2015 - Present
Wells Fargo July 2014 - June 2015
Washington University in St. Louis July 2013 - June 2014
CITIBANK Co., Ltd May 2012 - July 2012
AXA WINTERTHUR INSURANCE (ASIA) Ltd June 2011 - August 2011
AXA Advisors January 2011 - April 2011
Skills
Microsoft Excel, Time Management, Teamwork, Research, Financial Analysis, Valuation, Equity Research, Capital IQ, Bloomberg, Bilingual, Financial Modeling, Fundamental Analysis, Quantitative Analytics, Organizational..., Creative Strategy, Disciplinary Action, Resourceful..., Fast-paced, Learning Quickly, Highly Detailed, Risk Management
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Banking, Corporate, Finance, and Securities Law
Chapman University 2009 — 2013
Bachelor Degree of Science, Business Administration Emphasis in Finance and International Business Minor in Economics, Accumulative GPA 3.7
Peking University 2011 — 2011
Exchange Study, Business and Management
Aran Harper's AXA Advisors Experience August 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
Eastern Shore Mechanical HVAC June 2010 - August 2014
Toms River Police Department March 2012 - July 2014
Ocean County Vocational Technical School/ Performing Arts Academy May 2010 - June 2014
Preferred Behavioral Health of NJ August 2011 - May 2012
Skills
Public Speaking, Financial Reporting, Inventory Management, Supervisory Skills, Computer Proficiency, Cpr Certified, First Aid, Asset Management, Production Budgeting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retirement Planning, Estate Planning, College Education..., Business Succession..., Financial Needs Analysis, Life Insurance...
Education
Rowan University 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Charleston Southern University 2008 — 2008
Under Graduate Study, Criminal Justice/Law Enforcement Administration
Ocean County College 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
AXA Advisors August 2014 - Present
Eastern Shore Mechanical HVAC June 2010 - August 2014
Toms River Police Department March 2012 - July 2014
Ocean County Vocational Technical School/ Performing Arts Academy May 2010 - June 2014
Preferred Behavioral Health of NJ August 2011 - May 2012
Skills
Public Speaking, Financial Reporting, Inventory Management, Supervisory Skills, Computer Proficiency, Cpr Certified, First Aid, Asset Management, Production Budgeting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retirement Planning, Estate Planning, College Education..., Business Succession..., Financial Needs Analysis, Life Insurance...
Education
Rowan University 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Charleston Southern University 2008 — 2008
Under Graduate Study, Criminal Justice/Law Enforcement Administration
Ocean County College 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Taylor Bernard Taylor Bernard's AXA Advisors Experience September 1963 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 1963 - Present
Education
Louisiana State University 1960 — 1963
Bachelor's Degree, General Studies
Clemson University 1957 — 1959
Mechanical Engineering
Barnwell High 1953 — 1957
High School
AXA Advisors September 1963 - Present
Education
Louisiana State University 1960 — 1963
Bachelor's Degree, General Studies
Clemson University 1957 — 1959
Mechanical Engineering
Barnwell High 1953 — 1957
High School
Cathy (Cathy Lindauer) Lopez, AAMS Cathy (Cathy Lindauer) Lopez, AAMS's AXA Advisors Experience July 2010 - July 2012
Job Financial Consultant at Comerica Securities Inc
Industry Financial Services
Experience
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Luke Gildner Luke Gildner's AXA Advisors Experience December 2008 - July 2009
Job Associate at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's August 2013 - Present
Scottrade July 2009 - May 2012
AXA Advisors December 2008 - July 2009
University Directories May 2008 - July 2008
Skills
Sales Management, Sales, Stock Market, Stock Trading, Stockbroking, Mutual Funds, Fixed Income, Options Strategies, Financial Education, Company Presentations, Fundraising, Asset Managment, Solid computer skills, Customer Service, Service Recovery, Learning Quickly, Learn New Software..., Adaptability, Communication Skills, Organizational...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Business Administration (MBA), Corporate Finance, 3.7
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (BS), Finance
Standard & Poor's August 2013 - Present
Scottrade July 2009 - May 2012
AXA Advisors December 2008 - July 2009
University Directories May 2008 - July 2008
Skills
Sales Management, Sales, Stock Market, Stock Trading, Stockbroking, Mutual Funds, Fixed Income, Options Strategies, Financial Education, Company Presentations, Fundraising, Asset Managment, Solid computer skills, Customer Service, Service Recovery, Learning Quickly, Learn New Software..., Adaptability, Communication Skills, Organizational...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Business Administration (MBA), Corporate Finance, 3.7
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (BS), Finance
Yong Sang Kim Yong Sang Kim's AXA Advisors Experience June 2011 - December 2013
Job Warranty Assistant Manager at Turbo Air Inc.
Industry Financial Services
Experience
Turbo Air Inc. January 2014 - Present
AXA Advisors June 2011 - December 2013
Zyoxx Way, Inc. February 2006 - June 2011
Saemie Corporation November 2003 - January 2006
Goodrich Aerospace Canada June 2000 - October 2003
Agency for Defense Development April 1992 - December 1999
Skills
Aerospace Engineering, Catia, Aerodynamics, Hydraulics, Inventory Management, Landing Gear Design, Rotor Aeroacoustics, Analysis, Aircraft, CATIA
Education
Cerritos College 2007 — 2007
CAD/CADD Drafting and/or Design Technology/Technician
Seoul National University 1987 — 1991
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering
Seoul National University 1983 — 1985
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Seoul National University 1979 — 1983
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Turbo Air Inc. January 2014 - Present
AXA Advisors June 2011 - December 2013
Zyoxx Way, Inc. February 2006 - June 2011
Saemie Corporation November 2003 - January 2006
Goodrich Aerospace Canada June 2000 - October 2003
Agency for Defense Development April 1992 - December 1999
Skills
Aerospace Engineering, Catia, Aerodynamics, Hydraulics, Inventory Management, Landing Gear Design, Rotor Aeroacoustics, Analysis, Aircraft, CATIA
Education
Cerritos College 2007 — 2007
CAD/CADD Drafting and/or Design Technology/Technician
Seoul National University 1987 — 1991
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering
Seoul National University 1983 — 1985
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Seoul National University 1979 — 1983
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Colin Nimsz, Esq.'s AXA Advisors Experience January 2011 - August 2015
Job Founder at UVEST
Industry Financial Services
Experience
UVEST August 2015 - Present
Colin Nimsz Attorney at Law January 2010 - Present
AXA Advisors January 2011 - August 2015
Voltage Pictures May 2007 - August 2008
State of New Jersey Office of the Attorney General December 2005 - August 2006
Merrill Lynch Investment Managers August 2005 - December 2005
Congressman Jon Corzine's Gubernatorial Campaign August 2005 - October 2005
Assumption University June 2003 - August 2005
UPS July 2002 - June 2003
Congress Woman Helen Delich Bentley May 2002 - August 2002
Skills
Civil Litigation, Research, Microsoft Word, Litigation, Microsoft Office, PowerPoint, Legal Research, Westlaw, Microsoft Excel, Spanish, Employment Law, Legal Writing, Intellectual Property, Securities, Editing, Proposal Writing, Bankruptcy, Project Management, Outlook, Social Media, Entertainment Law, Leadership
Education
Chapman University, School of Law 2006 — 2009
Doctor of Law (JD), Law
Loyola University Maryland 1998 — 2002
BBA, International Business, Managment Information Systems
UVEST August 2015 - Present
Colin Nimsz Attorney at Law January 2010 - Present
AXA Advisors January 2011 - August 2015
Voltage Pictures May 2007 - August 2008
State of New Jersey Office of the Attorney General December 2005 - August 2006
Merrill Lynch Investment Managers August 2005 - December 2005
Congressman Jon Corzine's Gubernatorial Campaign August 2005 - October 2005
Assumption University June 2003 - August 2005
UPS July 2002 - June 2003
Congress Woman Helen Delich Bentley May 2002 - August 2002
Skills
Civil Litigation, Research, Microsoft Word, Litigation, Microsoft Office, PowerPoint, Legal Research, Westlaw, Microsoft Excel, Spanish, Employment Law, Legal Writing, Intellectual Property, Securities, Editing, Proposal Writing, Bankruptcy, Project Management, Outlook, Social Media, Entertainment Law, Leadership
Education
Chapman University, School of Law 2006 — 2009
Doctor of Law (JD), Law
Loyola University Maryland 1998 — 2002
BBA, International Business, Managment Information Systems
Juna Bekteshi's AXA Advisors Experience March 2013 - September 2013
Job Currently Seeking Opportunities
Industry Financial Services
Experience
AXA Advisors March 2013 - September 2013
Skills
Business, Communication, Leadership, Organization, Computers, Microsoft Office, Social Media, Internet Recruiting, Recruiting
Education
City University of New York-Brooklyn College 2010 — 2014
Bachelor's Degree, Business, Management & Finance
AXA Advisors March 2013 - September 2013
Skills
Business, Communication, Leadership, Organization, Computers, Microsoft Office, Social Media, Internet Recruiting, Recruiting
Education
City University of New York-Brooklyn College 2010 — 2014
Bachelor's Degree, Business, Management & Finance
Eric Tejeda Eric Tejeda's AXA Advisors Experience August 2014 - February 2015
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - February 2015
ARAMARK June 2013 - August 2013
Generations Online June 2012 - August 2012
University of Pennsylvania, Leonard Davis Institute of Health Economics June 2011 - August 2011
Skills
Financial Needs Analysis, Retirement Planning, Educational Funding..., Business Planning, Estate Planning..., Asset Allocation..., Long-term Care Planning, Disability Income..., Business Succession..., Family Protection...
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
North Hunterdon Regional High School 2006 — 2010
Johns Hopkins Center for Talented Youth
AXA Advisors August 2014 - February 2015
ARAMARK June 2013 - August 2013
Generations Online June 2012 - August 2012
University of Pennsylvania, Leonard Davis Institute of Health Economics June 2011 - August 2011
Skills
Financial Needs Analysis, Retirement Planning, Educational Funding..., Business Planning, Estate Planning..., Asset Allocation..., Long-term Care Planning, Disability Income..., Business Succession..., Family Protection...
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
North Hunterdon Regional High School 2006 — 2010
Johns Hopkins Center for Talented Youth
Alexander Kopenkin Alexander Kopenkin's AXA Advisors Experience August 2011 - November 2014
Job Commercial Director at Vim & Vigor Development
Industry Financial Services
Experience
Vim & Vigor Development February 2015 - Present
Merrill Lynch November 2014 - February 2015
AXA Advisors August 2011 - November 2014
The Bailey Group January 2013 - December 2013
AAG June 2007 - March 2011
Royal Card May 2006 - May 2007
Skills
Financial Advice, Financial Planning, Tax Efficiency, Wealth Management, Asset Management, Estate Planning, Retirement Planning, 401k, IRA's, Annuities, Insurance Planning, Disability Insurance, Health Insurance, Long Term Care, College Savings Plans, 529 Plans, Investment Strategies, Mutual Funds, REIT, ETFs, Business Planning, Buy-sell Agreements, Premium Financing
Education
Brooklyn College 2008 — 2010
BS, BBA, Finance, Management, Marketing
SSEU 2003 — 2007
BS, International Economic Cooperation
Vim & Vigor Development February 2015 - Present
Merrill Lynch November 2014 - February 2015
AXA Advisors August 2011 - November 2014
The Bailey Group January 2013 - December 2013
AAG June 2007 - March 2011
Royal Card May 2006 - May 2007
Skills
Financial Advice, Financial Planning, Tax Efficiency, Wealth Management, Asset Management, Estate Planning, Retirement Planning, 401k, IRA's, Annuities, Insurance Planning, Disability Insurance, Health Insurance, Long Term Care, College Savings Plans, 529 Plans, Investment Strategies, Mutual Funds, REIT, ETFs, Business Planning, Buy-sell Agreements, Premium Financing
Education
Brooklyn College 2008 — 2010
BS, BBA, Finance, Management, Marketing
SSEU 2003 — 2007
BS, International Economic Cooperation
Jon Creach's AXA Advisors Experience August 2013 - Present
Job Registered Representative AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
JC Landscape Maintenance July 2007 - June 2013
406Bend February 2012 - May 2013
Atlas Guides June 2009 - December 2010
Skills
Financial Services, Small Business Services, Leadership, Wealth Management..., Life Insurance Services, Brokerage Services, General Securities..., Retirement Planning, Employer Sponsored..., College Savings Planning, Sales
Education
Oregon State University 2009 — 2011
Business Management, Business / Behavioral Science
Central Oregon Community College 2007 — 2008
Associate of Science (A.S.), Business Administration and Management, General
AXA Advisors August 2013 - Present
JC Landscape Maintenance July 2007 - June 2013
406Bend February 2012 - May 2013
Atlas Guides June 2009 - December 2010
Skills
Financial Services, Small Business Services, Leadership, Wealth Management..., Life Insurance Services, Brokerage Services, General Securities..., Retirement Planning, Employer Sponsored..., College Savings Planning, Sales
Education
Oregon State University 2009 — 2011
Business Management, Business / Behavioral Science
Central Oregon Community College 2007 — 2008
Associate of Science (A.S.), Business Administration and Management, General
Darren C. Brennan, CFP®'s AXA Advisors Experience August 2012 - November 2013
Job Financial Associate at Mercer Advisors
Industry Financial Services
Experience
Mercer Global Advisors, Inc. June 2014 - Present
AXA Advisors August 2012 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Finance, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Management, 401k, Mutual Funds, IRAs
Education
Central Michigan University
Bachelor of Science in Business Administration, Personal Financial Planning
Mercer Global Advisors, Inc. June 2014 - Present
AXA Advisors August 2012 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Finance, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Management, 401k, Mutual Funds, IRAs
Education
Central Michigan University
Bachelor of Science in Business Administration, Personal Financial Planning
Kyle Gregory Kyle Gregory's AXA Advisors Experience February 2013 - December 2013
Job Project Manager Acquisition Analyst
Industry Real Estate
Experience
Brennan Real Estate, LLC January 2014 - Present
AXA Advisors February 2013 - December 2013
Aurify Brands 2011 - August 2012
Melt Shop March 2011 - July 2011
Feingold & Gregory Architects, P.C. 2008 - January 2011
Education
City University of New York-Hunter College 2009 — 2013
MA - *Pending Thesis Approval*
City University of New York-Hunter College 2004 — 2009
BA
The George Washington University 2004 — 2005
BA
Friends Seminary 2000 — 2004
H.S. Diploma
Brennan Real Estate, LLC January 2014 - Present
AXA Advisors February 2013 - December 2013
Aurify Brands 2011 - August 2012
Melt Shop March 2011 - July 2011
Feingold & Gregory Architects, P.C. 2008 - January 2011
Education
City University of New York-Hunter College 2009 — 2013
MA - *Pending Thesis Approval*
City University of New York-Hunter College 2004 — 2009
BA
The George Washington University 2004 — 2005
BA
Friends Seminary 2000 — 2004
H.S. Diploma
Kevin G Reilly, MBA Kevin G Reilly, MBA's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
KoruCenter November 2012 - March 2015
Giclee Print Net and TeraJet January 2009 - November 2012
FORBA Dental Management September 2006 - December 2008
DD Marketing (FORBA) April 2005 - September 2006
XenoPur/Tusaar May 2004 - April 2005
Digital Coast Partners 1999 - 2001
Bear Stearns 1991 - 1998
Skills
Executive Management, Management, Investments, Strategy, Entrepreneurship, Risk Management, Business Development, Negotiation, Sales, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, 401k, 401k Rollovers, Executive Benefit Plans, Investment Banking, Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Operations Management, Compliance, Training, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Entrepreneurship
Columbia University in the City of New York 1989 — 1991
BS, Management Engineering
Claremont McKenna College 1986 — 1989
BA, Management Engineering
AXA Advisors April 2015 - Present
KoruCenter November 2012 - March 2015
Giclee Print Net and TeraJet January 2009 - November 2012
FORBA Dental Management September 2006 - December 2008
DD Marketing (FORBA) April 2005 - September 2006
XenoPur/Tusaar May 2004 - April 2005
Digital Coast Partners 1999 - 2001
Bear Stearns 1991 - 1998
Skills
Executive Management, Management, Investments, Strategy, Entrepreneurship, Risk Management, Business Development, Negotiation, Sales, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, 401k, 401k Rollovers, Executive Benefit Plans, Investment Banking, Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Operations Management, Compliance, Training, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Entrepreneurship
Columbia University in the City of New York 1989 — 1991
BS, Management Engineering
Claremont McKenna College 1986 — 1989
BA, Management Engineering
Carlo D'Angelo Jr.'s AXA Advisors Experience March 2014 - June 2014
Job Accounting Student at CUNY Brooklyn College Expected Date Of Graduation: May 2016
Industry Accounting
Experience
Tax Technologies, Inc. June 2015 - August 2015
Internal Revenue Service January 2014 - April 2015
Bayer & Hoffman CPA's LLP January 2015 - February 2015
L&R DISTRIBUTORS June 2014 - August 2014
AXA Advisors March 2014 - June 2014
John Catsimatidis Mayor Campaign June 2013 - September 2013
Landi's Gourmet Italian September 2011 - January 2012
Victory Entertainment September 2010 - August 2011
Jimmy's Famous Heroes August 2010 - August 2011
Skills
Teamwork, PowerPoint, Microsoft Word, Public Speaking, Accounting, Microsoft Excel, Social Networking, Research, Editing, Time Management, Financial Accounting, Finance, Music, Italian, Television, Parties, Accounts Payable, QuickBooks, Marketing, Bookkeeping, Customer Service, Team Leadership, Financial Reporting, Windows, C, Data Entry, Critical Thinking, Economics, Business, Accounts Receivable, Cash Management, Journal Entries, Income Tax, CPA, Tax, Administration, Data Analysis, Tax Accounting, Leadership, General Ledger, Financial Statements, Payroll, Spreadsheets, Budgets, Analysis, Sales, Management, Tax Preparation, TaxWise, Sales Tax
Education
City University of New York-Brooklyn College 2011 — 2016
Bachelor of Science (BS), Major: Public Accounting, Business Managment & Finance; Minor: Italian
Saint Edmund Preparatory High School 2007 — 2011
Regents Diploma, General Education
Tax Technologies, Inc. June 2015 - August 2015
Internal Revenue Service January 2014 - April 2015
Bayer & Hoffman CPA's LLP January 2015 - February 2015
L&R DISTRIBUTORS June 2014 - August 2014
AXA Advisors March 2014 - June 2014
John Catsimatidis Mayor Campaign June 2013 - September 2013
Landi's Gourmet Italian September 2011 - January 2012
Victory Entertainment September 2010 - August 2011
Jimmy's Famous Heroes August 2010 - August 2011
Skills
Teamwork, PowerPoint, Microsoft Word, Public Speaking, Accounting, Microsoft Excel, Social Networking, Research, Editing, Time Management, Financial Accounting, Finance, Music, Italian, Television, Parties, Accounts Payable, QuickBooks, Marketing, Bookkeeping, Customer Service, Team Leadership, Financial Reporting, Windows, C, Data Entry, Critical Thinking, Economics, Business, Accounts Receivable, Cash Management, Journal Entries, Income Tax, CPA, Tax, Administration, Data Analysis, Tax Accounting, Leadership, General Ledger, Financial Statements, Payroll, Spreadsheets, Budgets, Analysis, Sales, Management, Tax Preparation, TaxWise, Sales Tax
Education
City University of New York-Brooklyn College 2011 — 2016
Bachelor of Science (BS), Major: Public Accounting, Business Managment & Finance; Minor: Italian
Saint Edmund Preparatory High School 2007 — 2011
Regents Diploma, General Education
Chuck Swearingen Chuck Swearingen's AXA Advisors Experience March 2005 - November 2010
Job District Manager at TMX Finance
Industry Financial Services
Experience
TMX Finance August 2013 - Present
TMX Finance March 2010 - July 2013
AXA Advisors March 2005 - November 2010
Skills
Sales, Profit Maximization, Customer Retention, Account Management, Business Development, Succession Planning, Training, Analysis, Finance
Education
Clemson University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
TMX Finance August 2013 - Present
TMX Finance March 2010 - July 2013
AXA Advisors March 2005 - November 2010
Skills
Sales, Profit Maximization, Customer Retention, Account Management, Business Development, Succession Planning, Training, Analysis, Finance
Education
Clemson University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Adam Wadie Adam Wadie's AXA Advisors Experience April 2012 - January 2015
Job Employees Only Human Resource Outsourcing Experts
Industry Human Resources
Experience
Employees Only - Human Resource Outsourcing Experts January 2015 - Present
AXA Advisors April 2012 - January 2015
Warren Consolidated Schools 1995 - November 2014
Walsh College Finance and Economic Club July 2013 - October 2014
Utica Community Schools August 1999 - March 2012
Warren Woods Tower High School 2004 - 2012
Prototype Systems Inc. 2002 - 2009
Skills
Public Speaking, Coaching, Microsoft Office, Financial Analysis, Healthcare, 401k, 403 b, 457 Plans, Variable Annuities, Life Insurance, Employee Benefits, Pensions, 529 Plans, Brokerage, Financial Services, Economics, Investment Strategies, Personal Finance, Event Planning, Microsoft Excel, PowerPoint, Forecasting, Staff Development, Insurance, Leadership Development, Fundraising, Team Building, Research, Teaching, Curriculum Design, Higher Education, Microsoft Word, Time Management, Leadership, Management, Finance, Sales, Human Resources, Customer Service
Education
Central Michigan University 2014 — 2017
MSA, Human Resources Management
Walsh College of Accountancy and Business Administration 2011 — 2014
BBA Finance, Finance, General
Macomb Community College 2010 — 2011
Associate's degree, General Studies
Employees Only - Human Resource Outsourcing Experts January 2015 - Present
AXA Advisors April 2012 - January 2015
Warren Consolidated Schools 1995 - November 2014
Walsh College Finance and Economic Club July 2013 - October 2014
Utica Community Schools August 1999 - March 2012
Warren Woods Tower High School 2004 - 2012
Prototype Systems Inc. 2002 - 2009
Skills
Public Speaking, Coaching, Microsoft Office, Financial Analysis, Healthcare, 401k, 403 b, 457 Plans, Variable Annuities, Life Insurance, Employee Benefits, Pensions, 529 Plans, Brokerage, Financial Services, Economics, Investment Strategies, Personal Finance, Event Planning, Microsoft Excel, PowerPoint, Forecasting, Staff Development, Insurance, Leadership Development, Fundraising, Team Building, Research, Teaching, Curriculum Design, Higher Education, Microsoft Word, Time Management, Leadership, Management, Finance, Sales, Human Resources, Customer Service
Education
Central Michigan University 2014 — 2017
MSA, Human Resources Management
Walsh College of Accountancy and Business Administration 2011 — 2014
BBA Finance, Finance, General
Macomb Community College 2010 — 2011
Associate's degree, General Studies
Royan Ramkissoon Royan Ramkissoon's AXA Advisors Experience September 2010 - December 2010
Job FINANCIAL ADVISOR
Industry Financial Services
Experience
Capital One November 2012 - Present
National Securities Inc January 2011 - September 2012
Champions Learning July 2010 - June 2011
AXA Advisors September 2010 - December 2010
AXA Financial Advisors September 2010 - December 2010
Skills
Equities, Valuation, Financial Modeling, Equity Research, Investment Banking, Series 7, Capital Markets, Investments, Bloomberg, Corporate Finance, Securities, Bloomberg Terminal, Private Equity, Bonds, Portfolio Management, Series 63, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Strategies, Structured Finance, Asset Allocation, Wealth Management, Trading, Financial Analysis, Financial Risk, Investment Advisory, Market Risk, Banking, Emerging Markets, Financial Markets, Options, Derivatives, Investor Relations, Strategic Financial..., Investment Management, Equity Valuation, FINRA, Retirement Planning, Cash Management, Risk Management, Retirement, Insurance, Private Banking, Hedging, Structured Products, Financial Planning
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
bachelors, finance
Lehman College 2007 — 2011
BS, Finance
Lehman College
Bachelor, Finance; Business Administration
Capital One November 2012 - Present
National Securities Inc January 2011 - September 2012
Champions Learning July 2010 - June 2011
AXA Advisors September 2010 - December 2010
AXA Financial Advisors September 2010 - December 2010
Skills
Equities, Valuation, Financial Modeling, Equity Research, Investment Banking, Series 7, Capital Markets, Investments, Bloomberg, Corporate Finance, Securities, Bloomberg Terminal, Private Equity, Bonds, Portfolio Management, Series 63, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Strategies, Structured Finance, Asset Allocation, Wealth Management, Trading, Financial Analysis, Financial Risk, Investment Advisory, Market Risk, Banking, Emerging Markets, Financial Markets, Options, Derivatives, Investor Relations, Strategic Financial..., Investment Management, Equity Valuation, FINRA, Retirement Planning, Cash Management, Risk Management, Retirement, Insurance, Private Banking, Hedging, Structured Products, Financial Planning
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
bachelors, finance
Lehman College 2007 — 2011
BS, Finance
Lehman College
Bachelor, Finance; Business Administration
Pedro V. Perez Pedro V. Perez's AXA Advisors Experience February 2007 - September 2007
Job Eastern Accounts V.P. at www.donrayartist.com
Industry Financial Services
Experience
www.donrayartist.com September 2012 - Present
World Financial Group (WFG) AEGON August 2009 - September 2012
Thomson-Reuters (Tekmark Agency) April 2008 - February 2009
AXA Advisors February 2007 - September 2007
TD Waterhouse Investor Services, Inc. March 1999 - April 2006
Castle Securities January 1997 - December 1998
I.A. Rabinowitz February 1995 - November 1996
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Options, Trading, Wealth Management, FINRA, Equities, Financial Services, Securities, Strategic Financial..., Fixed Income, Insurance, Customer Service..., Social Media Marketing, Market Data, Finance, FX Options, Hedge Funds, Bloomberg
Education
John Jay College of Criminal Justice 2010 — 2014
Political Science, Political Economy, 3.78
City University of New York City College 1992 — 1994
Associate, Marketing
www.donrayartist.com September 2012 - Present
World Financial Group (WFG) AEGON August 2009 - September 2012
Thomson-Reuters (Tekmark Agency) April 2008 - February 2009
AXA Advisors February 2007 - September 2007
TD Waterhouse Investor Services, Inc. March 1999 - April 2006
Castle Securities January 1997 - December 1998
I.A. Rabinowitz February 1995 - November 1996
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Options, Trading, Wealth Management, FINRA, Equities, Financial Services, Securities, Strategic Financial..., Fixed Income, Insurance, Customer Service..., Social Media Marketing, Market Data, Finance, FX Options, Hedge Funds, Bloomberg
Education
John Jay College of Criminal Justice 2010 — 2014
Political Science, Political Economy, 3.78
City University of New York City College 1992 — 1994
Associate, Marketing
Brian Shepard Brian Shepard's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Skills
Financial Planning, Retirement Planning, Investments, Employee Benefits, Life Insurance, Pensions, Financial Services, Estate Planning, IRAs, Long Term Care Insurance, Variable Annuities, Asset Allocation, Risk Management
Education
Massachusetts College of Liberal Arts 2009 — 2013
Bachelor of Science, Business Administration
Charles H McCann Technical School 2005 — 2009
Machine Tool Technology/Machinist
AXA Advisors May 2014 - Present
Skills
Financial Planning, Retirement Planning, Investments, Employee Benefits, Life Insurance, Pensions, Financial Services, Estate Planning, IRAs, Long Term Care Insurance, Variable Annuities, Asset Allocation, Risk Management
Education
Massachusetts College of Liberal Arts 2009 — 2013
Bachelor of Science, Business Administration
Charles H McCann Technical School 2005 — 2009
Machine Tool Technology/Machinist
Eric Nova Eric Nova's AXA Advisors Experience May 2015 - Present
Job Student at Clarkson University
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
UBS June 2014 - Present
380 Lacrosse Club May 2011 - Present
The Launch Girls Lacrosse Showcase July 2014 - September 2014
Skills
Microsoft Excel, SAP ERP, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Marketing, Finance
Education
Clarkson University 2011 — 2015
Financial Information and Analysis
The Hill School 2007 — 2011
High School
AXA Advisors May 2015 - Present
UBS June 2014 - Present
380 Lacrosse Club May 2011 - Present
The Launch Girls Lacrosse Showcase July 2014 - September 2014
Skills
Microsoft Excel, SAP ERP, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Marketing, Finance
Education
Clarkson University 2011 — 2015
Financial Information and Analysis
The Hill School 2007 — 2011
High School
Andrew A. Lane Andrew A. Lane's AXA Advisors Experience April 2011 - Present
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
David Lerner Associates, Inc. October 2006 - November 2010
MDeverywhere, Inc. October 2002 - June 2004
Credit Center, Inc. October 1996 - September 2002
Skills
Financial Planning..., Estate Planning..., Retirement Planning, Long-Term Care Planning, Life Insurance..., Investment Strategies, Asset Management..., Wealth Management...
Education
Colgate University
BA, Economics
Muhlenberg College
Business Law; Accounting
AXA Advisors April 2011 - Present
David Lerner Associates, Inc. October 2006 - November 2010
MDeverywhere, Inc. October 2002 - June 2004
Credit Center, Inc. October 1996 - September 2002
Skills
Financial Planning..., Estate Planning..., Retirement Planning, Long-Term Care Planning, Life Insurance..., Investment Strategies, Asset Management..., Wealth Management...
Education
Colgate University
BA, Economics
Muhlenberg College
Business Law; Accounting
Andrew Elmore's AXA Advisors Experience June 2015 - Present
Job Student Double Majoring in Economics and Government at Colby College
Industry
Experience
AXA Advisors June 2015 - Present
Education
Colby College 2012 — 2016
Bachelor's Degree, Double Majoring in Government and Economics
Investment Banking Institute 2015 — 2015
Intensive 4-week financial modeling and valuation training program
Universidad de Salamanca 2012 — 2013
Spanish Language Intensive
Fishers Island High School 2008 — 2012
High School
AXA Advisors June 2015 - Present
Education
Colby College 2012 — 2016
Bachelor's Degree, Double Majoring in Government and Economics
Investment Banking Institute 2015 — 2015
Intensive 4-week financial modeling and valuation training program
Universidad de Salamanca 2012 — 2013
Spanish Language Intensive
Fishers Island High School 2008 — 2012
High School
Kimberly Lane, CFP®'s AXA Advisors Experience September 2009 - April 2013
Job at
Industry Financial Services
Experience
KPMG October 2013 - Present
TD Ameritrade April 2013 - October 2013
AXA Advisors September 2009 - April 2013
Skills
Certified Financial..., Investments, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Securities, Equities, Retirement Planning, Investment Strategies, Series 7, Fixed Income, Asset Management, Financial Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Retirement, Series 66, Life Insurance, Financial Planning
Education
University of Delaware 2005 — 2009
Bachelor of Science (BS), Finance and Economics
CIMBA
Management and Business Analysis
KPMG October 2013 - Present
TD Ameritrade April 2013 - October 2013
AXA Advisors September 2009 - April 2013
Skills
Certified Financial..., Investments, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Securities, Equities, Retirement Planning, Investment Strategies, Series 7, Fixed Income, Asset Management, Financial Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Retirement, Series 66, Life Insurance, Financial Planning
Education
University of Delaware 2005 — 2009
Bachelor of Science (BS), Finance and Economics
CIMBA
Management and Business Analysis
Justin T. LeBlanc's AXA Advisors Experience September 2011 - November 2011
Job Trade Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
Panormitis Vailas Panormitis Vailas's AXA Advisors Experience September 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
Farmers Insurance May 2015 - Present
AXA Advisors September 2012 - Present
The Vailas Group, Inc. January 2012 - Present
Global Plumbing & Heating May 2001 - January 2012
Skills
Wealth Management, Investments, Valuation, Brokerage, Contract Negotiation, Financial Analysis, Business Development, Strategic Financial..., Appraisals, Life Insurance, Microsoft Excel, Mortgage Lending, Mutual Funds, Retirement Planning, Property & Casualty..., Asset Managment, Construction, Budgets, Contractors, Hedge Funds, FINRA, Fixed Annuities, Commercial Insurance, Real Estate, Health Insurance, Appraising, Asset Management, General Insurance, Customer Service, Negotiation
Education
Queens College 1998 — 2002
Business / Finance, Business/Managerial Economics
City University of New York
Business Management / Real Estate & Insurance, Financial Planning and Services
Farmers Insurance May 2015 - Present
AXA Advisors September 2012 - Present
The Vailas Group, Inc. January 2012 - Present
Global Plumbing & Heating May 2001 - January 2012
Skills
Wealth Management, Investments, Valuation, Brokerage, Contract Negotiation, Financial Analysis, Business Development, Strategic Financial..., Appraisals, Life Insurance, Microsoft Excel, Mortgage Lending, Mutual Funds, Retirement Planning, Property & Casualty..., Asset Managment, Construction, Budgets, Contractors, Hedge Funds, FINRA, Fixed Annuities, Commercial Insurance, Real Estate, Health Insurance, Appraising, Asset Management, General Insurance, Customer Service, Negotiation
Education
Queens College 1998 — 2002
Business / Finance, Business/Managerial Economics
City University of New York
Business Management / Real Estate & Insurance, Financial Planning and Services
Brett Riekena, CFP® Brett Riekena, CFP®'s AXA Advisors Experience March 2010 - April 2011
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial May 2011 - Present
AXA Advisors March 2010 - April 2011
US Bank November 2007 - December 2008
SIU Credit Union January 2007 - May 2007
A.G. Edwards & Sons, Inc. August 2006 - December 2006
Regions Bank May 2006 - August 2006
Skills
Risk Management, Finance, Investments, Marketing, Term Life Insurance, Financial Planning, Disability Insurance
Education
College for Financial Planning 2009 — 2009
CFP Certification Professional Education Program, Financial Planning
Southern Illinois University, Carbondale 2003 — 2007
Bachelor of Science, Finance
Macquarie University 2005 — 2005
BS, Finance
COUNTRY Financial May 2011 - Present
AXA Advisors March 2010 - April 2011
US Bank November 2007 - December 2008
SIU Credit Union January 2007 - May 2007
A.G. Edwards & Sons, Inc. August 2006 - December 2006
Regions Bank May 2006 - August 2006
Skills
Risk Management, Finance, Investments, Marketing, Term Life Insurance, Financial Planning, Disability Insurance
Education
College for Financial Planning 2009 — 2009
CFP Certification Professional Education Program, Financial Planning
Southern Illinois University, Carbondale 2003 — 2007
Bachelor of Science, Finance
Macquarie University 2005 — 2005
BS, Finance
Jonathan Pitt Jonathan Pitt's AXA Advisors Experience August 2008 - July 2010
Job Economics Instructor
Industry Investment Management
Experience
North Brunswick High School September 2014 - Present
Pitt Enterprise August 2010 - Present
AXA Advisors August 2008 - July 2010
NYSE May 2005 - June 2008
South Brunswick High School April 2003 - March 2005
LaBranch January 2001 - March 2002
R. Adrian LLC January 1987 - September 2001
R.Adrian January 1981 - January 1987
R.Adrian January 1976 - January 1981
Skills
Series 7, FINRA, Securities, Equities, Bloomberg, Fixed Income, NJ Teachers License, Mutual Funds, Capital Markets, Financial Markets, Derivatives, Trading, Equity Trading, Trading Systems, Alternative Investments, Finance, Investments, Options, ETFs, Series 24, Wealth Management, Electronic Trading, Bonds, Retirement Planning, Hedge Funds, Asset Management, Financial Analysis, Asset Allocation, Investment Advisory, Portfolio Management
Education
Thomas Edison State College 2004 — 2006
MS, Management, A
Thomas Edison State College 2004 — 2006
Master's, Management
College for Financial Planning 1990 — 1992
CFP, Finance
City University of New York-Brooklyn College 1978 — 1980
Master's Studies, Economics
City University of New York-Brooklyn College 1972 — 1977
BA, Economics/Finance
West Demerara Govt. Secondary
North Brunswick High School September 2014 - Present
Pitt Enterprise August 2010 - Present
AXA Advisors August 2008 - July 2010
NYSE May 2005 - June 2008
South Brunswick High School April 2003 - March 2005
LaBranch January 2001 - March 2002
R. Adrian LLC January 1987 - September 2001
R.Adrian January 1981 - January 1987
R.Adrian January 1976 - January 1981
Skills
Series 7, FINRA, Securities, Equities, Bloomberg, Fixed Income, NJ Teachers License, Mutual Funds, Capital Markets, Financial Markets, Derivatives, Trading, Equity Trading, Trading Systems, Alternative Investments, Finance, Investments, Options, ETFs, Series 24, Wealth Management, Electronic Trading, Bonds, Retirement Planning, Hedge Funds, Asset Management, Financial Analysis, Asset Allocation, Investment Advisory, Portfolio Management
Education
Thomas Edison State College 2004 — 2006
MS, Management, A
Thomas Edison State College 2004 — 2006
Master's, Management
College for Financial Planning 1990 — 1992
CFP, Finance
City University of New York-Brooklyn College 1978 — 1980
Master's Studies, Economics
City University of New York-Brooklyn College 1972 — 1977
BA, Economics/Finance
West Demerara Govt. Secondary
Jesse Franklin's AXA Advisors Experience May 2004 - December 2008
Job Vice President, Small Business Bank at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
JP Morgan Chase April 2010 - August 2015
Mutual of America December 2008 - October 2009
AXA Advisors May 2004 - December 2008
Gateway July 2000 - April 2004
Tiny Computers May 1999 - July 2000
Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Plan Specialist, Finance
Bellevue College 1999 — 2000
Business/Managerial Economics
Bank of America Merrill Lynch August 2015 - Present
JP Morgan Chase April 2010 - August 2015
Mutual of America December 2008 - October 2009
AXA Advisors May 2004 - December 2008
Gateway July 2000 - April 2004
Tiny Computers May 1999 - July 2000
Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Plan Specialist, Finance
Bellevue College 1999 — 2000
Business/Managerial Economics
Michael Crimmins's AXA Advisors Experience September 2013 - April 2014
Job Sales Consultant at DGA Security Systems
Industry Security and Investigations
Experience
DGA Security Systems April 2014 - Present
AXA Advisors September 2013 - April 2014
Brooksource January 2013 - 2013
WNYC Radio April 2011 - August 2011
Hamilton Park Conference Center January 2008 - January 2010
Skills
Marketing, Project Management, Event Management, Digital Marketing, Microsoft Office, PowerPoint, Program Management, Social Media, Microsoft Excel, Public Speaking, Business Strategy, Microsoft Word, Sales, Strategy, Project Planning, Leadership, Customer Service, Risk Management, Public Relations
Education
Clemson University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Highpoint University 2008 — 2010
DGA Security Systems April 2014 - Present
AXA Advisors September 2013 - April 2014
Brooksource January 2013 - 2013
WNYC Radio April 2011 - August 2011
Hamilton Park Conference Center January 2008 - January 2010
Skills
Marketing, Project Management, Event Management, Digital Marketing, Microsoft Office, PowerPoint, Program Management, Social Media, Microsoft Excel, Public Speaking, Business Strategy, Microsoft Word, Sales, Strategy, Project Planning, Leadership, Customer Service, Risk Management, Public Relations
Education
Clemson University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Highpoint University 2008 — 2010
Dora Citozi Dora Citozi's AXA Advisors Experience 2003 - 2008
Job Western Regional Program Manager at AXA US
Industry Financial Services
Experience
AXA US May 2015 - Present
AXA US July 2013 - May 2015
AXA Private Markets/ AXA US March 2011 - July 2013
Winged Keel Group 2008 - 2011
AXA Advisors 2003 - 2008
Skills
Financial Services, Life Insurance, Insurance, Wealth Management, Securities, Mutual Funds, FINRA Series 7 and 66..., Investments, Retirement, Financial Analysis, Underwriting, NY Life and Health..., Salesforce.com, Strategic Financial..., Management, Program Management, Relationship Management, Business Strategy, Business Planning, Risk Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
Ramsay High School - Birmingham, AL
High School, General Studies
University of Alabama at Birmingham
General Studies
AXA US May 2015 - Present
AXA US July 2013 - May 2015
AXA Private Markets/ AXA US March 2011 - July 2013
Winged Keel Group 2008 - 2011
AXA Advisors 2003 - 2008
Skills
Financial Services, Life Insurance, Insurance, Wealth Management, Securities, Mutual Funds, FINRA Series 7 and 66..., Investments, Retirement, Financial Analysis, Underwriting, NY Life and Health..., Salesforce.com, Strategic Financial..., Management, Program Management, Relationship Management, Business Strategy, Business Planning, Risk Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
Ramsay High School - Birmingham, AL
High School, General Studies
University of Alabama at Birmingham
General Studies
Sheng Bi's AXA Advisors Experience September 2014 - December 2014
Job Research Analyst at FTI Consulting
Industry Financial Services
Experience
FTI Consulting March 2015 - Present
AXA Advisors September 2014 - December 2014
International Alliance Associates, LLC February 2014 - May 2014
Bank of China June 2013 - August 2013
Skills
Economics, Statistical Modeling, Accounting, Financial Modeling, Mandarin, Stata, Eviews, SPSS, SQL, VBA, Econometrics, CFA, Valuation, Bloomberg Terminal
Education
New York University 2012 — 2014
Master's Degree, Economics, 3.88
Central University of Finance and Economics 2011 — 2014
Master's Degree, Public Finance, 3.7
Central University of Finance and Economics 2007 — 2011
Bachelor's Degree, Major: Economics; Minor: Accounting, 3.94
FTI Consulting March 2015 - Present
AXA Advisors September 2014 - December 2014
International Alliance Associates, LLC February 2014 - May 2014
Bank of China June 2013 - August 2013
Skills
Economics, Statistical Modeling, Accounting, Financial Modeling, Mandarin, Stata, Eviews, SPSS, SQL, VBA, Econometrics, CFA, Valuation, Bloomberg Terminal
Education
New York University 2012 — 2014
Master's Degree, Economics, 3.88
Central University of Finance and Economics 2011 — 2014
Master's Degree, Public Finance, 3.7
Central University of Finance and Economics 2007 — 2011
Bachelor's Degree, Major: Economics; Minor: Accounting, 3.94
Ryan DiMeolo Ryan DiMeolo's AXA Advisors Experience June 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2010 - Present
Skills
Retirement Planning..., Investment Strategies, College Savings Plan..., Annuity Income Planning, Wealth Management, Retirement Income..., Long-term Care Planning, Investment Advisory..., Term Life Insurance..., Insurance Planning...
Education
Cleveland State University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
AXA Advisors June 2010 - Present
Skills
Retirement Planning..., Investment Strategies, College Savings Plan..., Annuity Income Planning, Wealth Management, Retirement Income..., Long-term Care Planning, Investment Advisory..., Term Life Insurance..., Insurance Planning...
Education
Cleveland State University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Arnaldo Perez's AXA Advisors Experience November 2011 - February 2012
Job Operations Coordinator at Temple Translations Limited
Industry Marketing and Advertising
Experience
Temple Translations Limited January 2013 - Present
New York City Office of the Mayor: Office of Management and Budget December 2012 - June 2013
Brooklyn College March 2012 - March 2013
AXA Advisors November 2011 - February 2012
M.D Sass Investors Services, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Social Media, Teamwork, Event Planning, Editing, Data Entry, Creative Writing, Outlook, Fundraising, Marketing, Community Outreach
Education
City University of New York-Brooklyn College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Cuny Brooklyn College 2009 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.5 out of 4.0
Temple Translations Limited January 2013 - Present
New York City Office of the Mayor: Office of Management and Budget December 2012 - June 2013
Brooklyn College March 2012 - March 2013
AXA Advisors November 2011 - February 2012
M.D Sass Investors Services, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Social Media, Teamwork, Event Planning, Editing, Data Entry, Creative Writing, Outlook, Fundraising, Marketing, Community Outreach
Education
City University of New York-Brooklyn College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Cuny Brooklyn College 2009 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.5 out of 4.0
Justin J. McKay's AXA Advisors Experience October 2008 - March 2009
Job Investment Counselor at BB&T Investments, MBA Candidate at UNCChapel Hill KenanFlagler Business School
Industry Financial Services
Experience
BB&T November 2013 - Present
Fidelity Investments July 2011 - September 2013
MetLife March 2009 - July 2011
AXA Advisors October 2008 - March 2009
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Leadership, Strategic Planning, Management, Account Management, Retirement, Asset Allocation, Uniform Combined State..., Wealth Management, Finance, Investments, Insurance, Financial Planning, Portfolio Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
City University of New York-John Jay College of Criminal Justice 2004 — 2009
Bachelor of Arts (B.A.), Public Administration
BB&T November 2013 - Present
Fidelity Investments July 2011 - September 2013
MetLife March 2009 - July 2011
AXA Advisors October 2008 - March 2009
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Leadership, Strategic Planning, Management, Account Management, Retirement, Asset Allocation, Uniform Combined State..., Wealth Management, Finance, Investments, Insurance, Financial Planning, Portfolio Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
City University of New York-John Jay College of Criminal Justice 2004 — 2009
Bachelor of Arts (B.A.), Public Administration
Derrick Turnbow Derrick Turnbow's AXA Advisors Experience August 2014 - Present
Job Bellevue, WA / Greater Seattle Area 401k,IRA ,Retirement Income Specialist, Executive Benefits
Industry Investment Management
Experience
AXA Advisors August 2014 - Present
George Financial December 2012 - July 2014
Miami Marlins January 2010 - December 2010
Texas Rangers 2009 - 2010
Milwaukee Brewers October 2004 - December 2008
Anaheim Angels 1999 - 2004
Philadelphia Phiilies 1997 - 1999
Skills
Fixed Income Analysis, Strategic Financial..., Asset Allocation..., Retirement Income and..., Asset Protection..., Investment Management, Monetization Strategies, Estate Planning, Insurance Planning, Wealth Transfer
Education
Grand Canyon University 2010 — 2013
Bachelor of Science (BS), Accounting, Dean's List
College for Financial Planning 2013 — 2014
Accredited Wealth Management Advisor Program
AXA Advisors August 2014 - Present
George Financial December 2012 - July 2014
Miami Marlins January 2010 - December 2010
Texas Rangers 2009 - 2010
Milwaukee Brewers October 2004 - December 2008
Anaheim Angels 1999 - 2004
Philadelphia Phiilies 1997 - 1999
Skills
Fixed Income Analysis, Strategic Financial..., Asset Allocation..., Retirement Income and..., Asset Protection..., Investment Management, Monetization Strategies, Estate Planning, Insurance Planning, Wealth Transfer
Education
Grand Canyon University 2010 — 2013
Bachelor of Science (BS), Accounting, Dean's List
College for Financial Planning 2013 — 2014
Accredited Wealth Management Advisor Program
Abigail Burnette's AXA Advisors Experience May 2014 - August 2014
Job Student at Clemson University
Industry
Experience
AXA Advisors May 2014 - August 2014
Comporium Communications May 2013 - August 2013
Education
Clemson University 2011 — 2015
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's degree, Economics
AXA Advisors May 2014 - August 2014
Comporium Communications May 2013 - August 2013
Education
Clemson University 2011 — 2015
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's degree, Economics
Christopher Keegan Christopher Keegan's AXA Advisors Experience November 1998 - November 2008
Job Wealth Manager, CFP®, CLTC, AIF®
Industry Financial Services
Experience
Diversified Wealth Strategies November 2008 - Present
AXA Advisors November 1998 - November 2008
Skills
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Retirement, Insurance Planning, Series 7, Asset Allocation, Investment Advisory, Investments, 401k, Comprehensive Wealth..., IRA's
Education
Clemson University
State University of New York Empire State College
Diversified Wealth Strategies November 2008 - Present
AXA Advisors November 1998 - November 2008
Skills
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Retirement, Insurance Planning, Series 7, Asset Allocation, Investment Advisory, Investments, 401k, Comprehensive Wealth..., IRA's
Education
Clemson University
State University of New York Empire State College
Emily Gehring Emily Gehring's AXA Advisors Experience October 2008 - December 2009
Job Associate Attorney at Friedman, Domiano & Smith Co.
Industry Marketing and Advertising
Experience
Friedman, Domiano & Smith Co. November 2014 - Present
Friedman, Domiano & Smith Co. May 2013 - October 2014
STERIS Corporation February 2011 - August 2011
Saint Louis Science Center January 2010 - April 2010
AXA Advisors October 2008 - December 2009
Skills
Microsoft Excel, Event Planning, Social Media, Microsoft Office, Time Management, PowerPoint, Marketing, Public Speaking, Social Networking, Microsoft Word, Personal Injury...
Education
Cleveland State University - Cleveland-Marshall College of Law 2011 — 2014
Juris Doctor (J.D.)
Saint Louis University 2006 — 2010
Bachelor of Science, Business Administration; Marketing Supporting Area in Management
Friedman, Domiano & Smith Co. November 2014 - Present
Friedman, Domiano & Smith Co. May 2013 - October 2014
STERIS Corporation February 2011 - August 2011
Saint Louis Science Center January 2010 - April 2010
AXA Advisors October 2008 - December 2009
Skills
Microsoft Excel, Event Planning, Social Media, Microsoft Office, Time Management, PowerPoint, Marketing, Public Speaking, Social Networking, Microsoft Word, Personal Injury...
Education
Cleveland State University - Cleveland-Marshall College of Law 2011 — 2014
Juris Doctor (J.D.)
Saint Louis University 2006 — 2010
Bachelor of Science, Business Administration; Marketing Supporting Area in Management
Barry Molefsky Barry Molefsky's AXA Advisors Experience October 2009 - August 2010
Job Customer Service Representative at United Airlines
Industry Retail
Experience
Retired September 2010 - Present
United Airlines June 2012 - July 2012
Rosetta Stone November 2010 - January 2012
H&R Block December 2010 - April 2011
AXA Advisors October 2009 - August 2010
Ameriprise Financial January 2009 - August 2009
Moho Communications, Inc. T/A Homes and Land of Northern Virginia 1993 - 2008
Congressional Research Service 1978 - 1996
Rinfret Associates, Inc. 1972 - 1978
Education
City University of New York-Hunter College 1970 — 1972
AB, Political Science, Economics
Kingsborough Community College 1967 — 1969
AA, Liberal Arts
Retired September 2010 - Present
United Airlines June 2012 - July 2012
Rosetta Stone November 2010 - January 2012
H&R Block December 2010 - April 2011
AXA Advisors October 2009 - August 2010
Ameriprise Financial January 2009 - August 2009
Moho Communications, Inc. T/A Homes and Land of Northern Virginia 1993 - 2008
Congressional Research Service 1978 - 1996
Rinfret Associates, Inc. 1972 - 1978
Education
City University of New York-Hunter College 1970 — 1972
AB, Political Science, Economics
Kingsborough Community College 1967 — 1969
AA, Liberal Arts
Ryan Keenan, CFA Ryan Keenan, CFA's AXA Advisors Experience March 2010 - May 2011
Job Associate at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
Elena Kuemmel's AXA Advisors Experience April 2010 - February 2011
Job Client Services Manager CIB Investor Services Americas
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan November 2012 - Present
JPMorgan Chase February 2011 - November 2012
AXA Advisors April 2010 - February 2011
Education
American College of Thessaloniki, Greece
Bachelor of Science (BS), International Business & Finance
City University of New York-Hunter College 2011 — 2011
Bachelor of Science (BS), Study Abroad
Marymount Manhattan College 2007 — 2007
Bachelor of Science (BS), Scholarship, Study Abroad
J.P. Morgan March 2015 - Present
J.P. Morgan November 2012 - Present
JPMorgan Chase February 2011 - November 2012
AXA Advisors April 2010 - February 2011
Education
American College of Thessaloniki, Greece
Bachelor of Science (BS), International Business & Finance
City University of New York-Hunter College 2011 — 2011
Bachelor of Science (BS), Study Abroad
Marymount Manhattan College 2007 — 2007
Bachelor of Science (BS), Scholarship, Study Abroad
Donald McDade Donald McDade's AXA Advisors Experience April 1986 - April 1991
Job Private Wealth Advisor at Mosaic Wealth Consulting Advisor at Mosaic Employee Benefits
Industry Financial Services
Experience
Mosaic Wealth Consulting 1986 - Present
Mosaic Employee Benefits 1986 - Present
Allmerica Financial August 1994 - December 2003
Berkshire Life April 1991 - August 1994
AXA Advisors April 1986 - April 1991
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Employee Benefits, Financial Services, Insurance, Retirement Planning, Retirement
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
The American College in Bryn Mawr, PA
Master of Science in Managment, Financial Services
The American College in Bryn Mawr, PA
CLU, Chartered Life Underwriter
The American College in Bryn Mawr, PA
ChFC, Chartered Financial Consultant
Mosaic Wealth Consulting 1986 - Present
Mosaic Employee Benefits 1986 - Present
Allmerica Financial August 1994 - December 2003
Berkshire Life April 1991 - August 1994
AXA Advisors April 1986 - April 1991
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Employee Benefits, Financial Services, Insurance, Retirement Planning, Retirement
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
The American College in Bryn Mawr, PA
Master of Science in Managment, Financial Services
The American College in Bryn Mawr, PA
CLU, Chartered Life Underwriter
The American College in Bryn Mawr, PA
ChFC, Chartered Financial Consultant
Gillian DiMora Gillian DiMora's AXA Advisors Experience January 2012 - Present
Job Financial Professional at AXA Advisors
Industry Medical Practice
Experience
AXA Advisors January 2012 - Present
Dr. Thomas A. Clary DMD December 2010 - April 2012
AXA Advisors May 2010 - August 2010
Picture Perfect Events September 2008 - May 2009
The Sherwood Inn May 2008 - August 2008
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Long-term Care, Mutual Funds, Estate Planning, Life Insurance
Education
Coastal Carolina University 2006 — 2010
Business Administration, Resort Tourism Management
AXA Advisors January 2012 - Present
Dr. Thomas A. Clary DMD December 2010 - April 2012
AXA Advisors May 2010 - August 2010
Picture Perfect Events September 2008 - May 2009
The Sherwood Inn May 2008 - August 2008
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Long-term Care, Mutual Funds, Estate Planning, Life Insurance
Education
Coastal Carolina University 2006 — 2010
Business Administration, Resort Tourism Management
Amy Putkonen Amy Putkonen's AXA Advisors Experience 2004 - December 2013
Job I write, I blog and I fix stuff...
Industry E-Learning
Experience
Westonka Public Schools January 2014 - Present
AXA Advisors 2004 - December 2013
Skills
Blogging, Editing, Publishing, Books, Public Speaking, Customer Service, Teaching, Training, Leadership, Strategic Planning, Microsoft Office, Social Media, Healing, Staff Development, Coaching, Copywriting, Sales, Facebook, Creative Writing, Marketing, Social Media Marketing, Proofreading, Nonprofits, Time Management, Leadership Development, Public Relations, Small Business, Outlook, Team Building, Community Outreach, Fundraising, Microsoft Word, Social Networking, Entrepreneurship
Education
Central Michigan University 1986 — 1991
Bachelor of Science, Elementary Education
Sault Area High School 1982 — 1986
Westonka Public Schools January 2014 - Present
AXA Advisors 2004 - December 2013
Skills
Blogging, Editing, Publishing, Books, Public Speaking, Customer Service, Teaching, Training, Leadership, Strategic Planning, Microsoft Office, Social Media, Healing, Staff Development, Coaching, Copywriting, Sales, Facebook, Creative Writing, Marketing, Social Media Marketing, Proofreading, Nonprofits, Time Management, Leadership Development, Public Relations, Small Business, Outlook, Team Building, Community Outreach, Fundraising, Microsoft Word, Social Networking, Entrepreneurship
Education
Central Michigan University 1986 — 1991
Bachelor of Science, Elementary Education
Sault Area High School 1982 — 1986
James Galluzzo James Galluzzo's AXA Advisors Experience July 2013 - March 2014
Job Licensed Financial Professional
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - July 2015
AXA Advisors July 2013 - March 2014
Mariner Silvermine Fund January 2011 - December 2012
RBS Securities, Inc. February 1984 - August 2010
Skills
Trading, Fixed Income, Capital Markets, Securities, Portfolio Management, Finance, Asset Management, Bonds
Education
Colby College 1979 — 1983
Bachelor of Arts (BA), Administrative Science
Ossining High School 1975 — 1979
JP Morgan Chase Bank, N.A. July 2014 - July 2015
AXA Advisors July 2013 - March 2014
Mariner Silvermine Fund January 2011 - December 2012
RBS Securities, Inc. February 1984 - August 2010
Skills
Trading, Fixed Income, Capital Markets, Securities, Portfolio Management, Finance, Asset Management, Bonds
Education
Colby College 1979 — 1983
Bachelor of Arts (BA), Administrative Science
Ossining High School 1975 — 1979
Derek Glabecki Derek Glabecki's AXA Advisors Experience August 2010 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2010 - Present
Skills
Retirement Planning, Portfolio Management, Insurance, Wealth, Investments, Personal Finance, Wealth Accumulation, College Savings Plans, IRAs, Uniform Combined State..., Series 7, Roth IRA, Finance, Fixed Annuities, Securities, Financial Planning, Retirement, Wealth Management
Education
Cleveland State University 2004 — 2010
Bachelors, Finance
Westlake high school 1997 — 2001
AXA Advisors August 2010 - Present
Skills
Retirement Planning, Portfolio Management, Insurance, Wealth, Investments, Personal Finance, Wealth Accumulation, College Savings Plans, IRAs, Uniform Combined State..., Series 7, Roth IRA, Finance, Fixed Annuities, Securities, Financial Planning, Retirement, Wealth Management
Education
Cleveland State University 2004 — 2010
Bachelors, Finance
Westlake high school 1997 — 2001
Jan-Kennet Malmcrona [Diaz-Ambrona]'s AXA Advisors Experience April 2015 - Present
Job Financial Planing. Helping individuals and business owners preserve and grow assets taxefficiently
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Northwestern Mutual May 2014 - February 2015
RJK international, LLC September 2012 - February 2014
Mvision (HSMD Europe & HSMD Iberica) January 2011 - September 2012
Sandvik January 2005 - January 2011
Integral S.A August 2003 - 2004
Merck October 2001 - July 2003
Galaxis Hispania March 1998 - September 2001
K.M. Proyectos, s.a. 1991 - February 1998
ICON Development Corporation 1987 - 1991
Skills
MBA, Management, Internal Audit, Project Management, Sales Management, New Business Development, Operations Management, Budget Process, Business Planning, Spanish, Water Resources, Contract Negotiation, Key Account Management, Procurement, Human Resources, Reliable, Problem Solving, Driving Results, Result Oriented, Forecasting, Trading, KPI implementation, Engineering, Sincere, Capital Equipment, Strategic Sourcing, English, Swedish, Construction, Drilling, Civil Engineering, Multicultural, Operating Budgets, Developers, Continuous Improvement, Contractors, Heavy Equipment, Pellets, Construction Management, Quarrying, Sales, Energy, Renewable Energy, Site Development, Dams
Education
IESE Business School - University of Navarra 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Chalmers tekniska högskola / Chalmers University of Technology 1979 — 1984
Master's degree, Civil Engineering
Svenska skolan i Madrid
AXA Advisors April 2015 - Present
Northwestern Mutual May 2014 - February 2015
RJK international, LLC September 2012 - February 2014
Mvision (HSMD Europe & HSMD Iberica) January 2011 - September 2012
Sandvik January 2005 - January 2011
Integral S.A August 2003 - 2004
Merck October 2001 - July 2003
Galaxis Hispania March 1998 - September 2001
K.M. Proyectos, s.a. 1991 - February 1998
ICON Development Corporation 1987 - 1991
Skills
MBA, Management, Internal Audit, Project Management, Sales Management, New Business Development, Operations Management, Budget Process, Business Planning, Spanish, Water Resources, Contract Negotiation, Key Account Management, Procurement, Human Resources, Reliable, Problem Solving, Driving Results, Result Oriented, Forecasting, Trading, KPI implementation, Engineering, Sincere, Capital Equipment, Strategic Sourcing, English, Swedish, Construction, Drilling, Civil Engineering, Multicultural, Operating Budgets, Developers, Continuous Improvement, Contractors, Heavy Equipment, Pellets, Construction Management, Quarrying, Sales, Energy, Renewable Energy, Site Development, Dams
Education
IESE Business School - University of Navarra 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Chalmers tekniska högskola / Chalmers University of Technology 1979 — 1984
Master's degree, Civil Engineering
Svenska skolan i Madrid
Nassirou Tidjani Nassirou Tidjani's AXA Advisors Experience January 2012 - August 2012
Job Manager Director at Organic Soccer Academy
Industry Investment Management
Experience
Organic Soccer Academy January 2013 - Present
AKABA LLC, Dallas, Taxes January 2010 - December 2012
AXA Advisors January 2012 - August 2012
Franchise owner August 2005 - December 2010
Skills
Management, Investments, Microsoft Excel, Team Building, Data Analysis, Microsoft Office, Marketing Strategy, Team Leadership, Team Management, Data Mining, Financial Forecasting, Superior analytical..., Software: SAS & STATA
Education
Cleveland State University 2013 — 2015
Master’s Degree, Economics
Cleveland State University 2005 — 2010
B.B.A. and B.A., Finance and Economics, 3.1
CFTP Porto-Novo Benin
Electrical and Electronics Engineering
Organic Soccer Academy January 2013 - Present
AKABA LLC, Dallas, Taxes January 2010 - December 2012
AXA Advisors January 2012 - August 2012
Franchise owner August 2005 - December 2010
Skills
Management, Investments, Microsoft Excel, Team Building, Data Analysis, Microsoft Office, Marketing Strategy, Team Leadership, Team Management, Data Mining, Financial Forecasting, Superior analytical..., Software: SAS & STATA
Education
Cleveland State University 2013 — 2015
Master’s Degree, Economics
Cleveland State University 2005 — 2010
B.B.A. and B.A., Finance and Economics, 3.1
CFTP Porto-Novo Benin
Electrical and Electronics Engineering
Sara Urban LUTCF Sara Urban LUTCF's AXA Advisors Experience February 1993 - Present
Job Senior Advisor/Financial Consultant at Axa Advisors/Equitable : 1000 Woodbury Rd. Suite 300, Woodbury NY 11797
Industry Financial Services
Experience
AXA Advisors February 1993 - Present
Skills
Estate Planning, Retirement Planning, Pensions, Annuities, Life Insurance, Long-term Care, Investments, Investment Strategies, College Funding..., Asset Management, Disability Insurance, Alternative Investments, Funding, Portfolio Management, Insurance, Wealth Management..., Brokerage, Retirement, Financial Advisory, Risk Management, Equities, Term Life Insurance, Fixed Annuities, Asset Managment, Wealth Accumulation, Investment Advisory, Mutual Funds, 401k, Employee Benefits, Financial Planners, Small Business, Health Insurance, Series 65, FINANCIAL CONSULTANT..., Financial Planning, Insurance Planning, Asset Allocation, IRA's, Financial Advice, Securities, Succession Planning, Group Benefits, Strategic Planning, Defined Benefit, Bond Funds
Education
NYU
Master's of Arts
City University of New York-Hunter College
BA
LUTCF
LIU Post
CFP Designation
Landmark Education
Mama Gena School of Womanly Arts
AXA Advisors February 1993 - Present
Skills
Estate Planning, Retirement Planning, Pensions, Annuities, Life Insurance, Long-term Care, Investments, Investment Strategies, College Funding..., Asset Management, Disability Insurance, Alternative Investments, Funding, Portfolio Management, Insurance, Wealth Management..., Brokerage, Retirement, Financial Advisory, Risk Management, Equities, Term Life Insurance, Fixed Annuities, Asset Managment, Wealth Accumulation, Investment Advisory, Mutual Funds, 401k, Employee Benefits, Financial Planners, Small Business, Health Insurance, Series 65, FINANCIAL CONSULTANT..., Financial Planning, Insurance Planning, Asset Allocation, IRA's, Financial Advice, Securities, Succession Planning, Group Benefits, Strategic Planning, Defined Benefit, Bond Funds
Education
NYU
Master's of Arts
City University of New York-Hunter College
BA
LUTCF
LIU Post
CFP Designation
Landmark Education
Mama Gena School of Womanly Arts
John O'Callaghan, ChFC, CLU John O'Callaghan, ChFC, CLU's AXA Advisors Experience 1971 - 2003
Job Private Wealth Manager at Upstream Financial Partners
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC June 2014 - Present
Lincoln Park Financial Group, LLC May 2004 - June 2014
Commonwealth Financial Network May 2004 - June 2014
LPL Financial 2003 - 2004
AXA Advisors 1971 - 2003
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance
Education
The American College
Chartered Financial Consultant
Christian Brothers University 1964 — 1968
B.S., Business Admin.
Loyola Academy 1961 — 1964
St. Paul of the Cross grade school 1953 — 1960
SMU
UPSTREAM Investment Partners, LLC June 2014 - Present
Lincoln Park Financial Group, LLC May 2004 - June 2014
Commonwealth Financial Network May 2004 - June 2014
LPL Financial 2003 - 2004
AXA Advisors 1971 - 2003
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance
Education
The American College
Chartered Financial Consultant
Christian Brothers University 1964 — 1968
B.S., Business Admin.
Loyola Academy 1961 — 1964
St. Paul of the Cross grade school 1953 — 1960
SMU
Marc Michael Marc Michael's AXA Advisors Experience October 2007 - September 2008
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - July 2015
New England Financial October 2008 - February 2013
AXA Advisors October 2007 - September 2008
AT&T November 1996 - November 2006
Skills
Leadership, Investments, Project Management, Retirement Planning, Disability Insurance, Financial Services, Strategic Planning, Fixed Annuities, Financial Analysis, Investment Strategies, Management, Microsoft Office, Portfolio Management, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Life Insurance, Insurance, Program Management, IRAs, Investment Advisory, Financial Modeling, Public Speaking, Series 7, Retirement, Risk Management, Process Improvement
Education
Clemson University 1988 — 1993
BSME, Mechanical Engineering
Benjamin E. Mays High School 1984 — 1988
Southwest Middle School
Wells Fargo Advisors February 2013 - July 2015
New England Financial October 2008 - February 2013
AXA Advisors October 2007 - September 2008
AT&T November 1996 - November 2006
Skills
Leadership, Investments, Project Management, Retirement Planning, Disability Insurance, Financial Services, Strategic Planning, Fixed Annuities, Financial Analysis, Investment Strategies, Management, Microsoft Office, Portfolio Management, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Life Insurance, Insurance, Program Management, IRAs, Investment Advisory, Financial Modeling, Public Speaking, Series 7, Retirement, Risk Management, Process Improvement
Education
Clemson University 1988 — 1993
BSME, Mechanical Engineering
Benjamin E. Mays High School 1984 — 1988
Southwest Middle School
Jaime Goh Jaime Goh's AXA Advisors Experience December 2001 - April 2004
Job Analyst at Promontory Financial Group
Industry Financial Services
Experience
Promontory Financial Group January 2014 - Present
Mercer May 2006 - May 2013
Bath and Body Works, The Limited Corporation November 2005 - April 2006
Sona Med Spa May 2004 - May 2005
AXA Advisors December 2001 - April 2004
Victoria's Secret November 2003 - February 2004
Skills
CRM, Leadership, Business Development, Marketing, Project Management, Sales, Analysis, Customer Service, Performance Management, Employee Benefits, Change Management, Human Resources, Organizational..., Management Consulting, Process Improvement, Management, Pensions, Program Management, Coaching, Time Management, Teamwork, Operations Management, Software Documentation, Team Building, Product Management, Budgets, Risk Management
Education
Christian Brothers University
BA, Psychology/Marketing
Promontory Financial Group January 2014 - Present
Mercer May 2006 - May 2013
Bath and Body Works, The Limited Corporation November 2005 - April 2006
Sona Med Spa May 2004 - May 2005
AXA Advisors December 2001 - April 2004
Victoria's Secret November 2003 - February 2004
Skills
CRM, Leadership, Business Development, Marketing, Project Management, Sales, Analysis, Customer Service, Performance Management, Employee Benefits, Change Management, Human Resources, Organizational..., Management Consulting, Process Improvement, Management, Pensions, Program Management, Coaching, Time Management, Teamwork, Operations Management, Software Documentation, Team Building, Product Management, Budgets, Risk Management
Education
Christian Brothers University
BA, Psychology/Marketing
Janet Sangekar Janet Sangekar's AXA Advisors Experience 1987 - 2007
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
axa advisors 1987 - 2007
Education
City University of New York-Hunter College
FD Roosevelt
axa advisors 1987 - 2007
Education
City University of New York-Hunter College
FD Roosevelt
Kai K. Tham Kai K. Tham's AXA Advisors Experience February 2015 - March 2015
Job Sr Project Manager to financial firms' Csuite executives engaging project participants to deliver results FINRA S7, S66
Industry Information Technology and Services
Experience
Own Account June 2010 - Present
Dō Consulting Inc. April 2015 - Present
Self-employed January 2007 - Present
AXA Advisors February 2015 - March 2015
Liberty Mutual Insurance 2006 - 2006
GE Capital 2004 - 2006
Arch Insurance Group 2003 - 2004
International Computer Engineers, Inc. 1996 - 2003
Merrill Lynch 2000 - 2001
Deutsche Bank 1999 - 1999
Skills
Project Management, Options, Options Strategies, Equity Trading, Stock Trading, Start-ups, Team Building, Business Development, Entrepreneurship, Leadership, Team Leadership, Outsourcing, Program Management, Public Speaking, Software Quality..., Risk Management, Teamwork, User Acceptance Testing, Tennis, Equities, Integration, Financial Services, Business Analysis, Finance, Management, SDLC, Trading Systems, Trading, Consulting
Education
Online Trading Academy 2011 — 2014
Dale Carnegie Training 2010 — 2010
New York University - Polytechnic School of Engineering 1984 — 1986
Bachelor's Degree, Electrical and Electronics Engineering
City University of New York City College 1983 — 1984
Mechanical Engineering
Own Account June 2010 - Present
Dō Consulting Inc. April 2015 - Present
Self-employed January 2007 - Present
AXA Advisors February 2015 - March 2015
Liberty Mutual Insurance 2006 - 2006
GE Capital 2004 - 2006
Arch Insurance Group 2003 - 2004
International Computer Engineers, Inc. 1996 - 2003
Merrill Lynch 2000 - 2001
Deutsche Bank 1999 - 1999
Skills
Project Management, Options, Options Strategies, Equity Trading, Stock Trading, Start-ups, Team Building, Business Development, Entrepreneurship, Leadership, Team Leadership, Outsourcing, Program Management, Public Speaking, Software Quality..., Risk Management, Teamwork, User Acceptance Testing, Tennis, Equities, Integration, Financial Services, Business Analysis, Finance, Management, SDLC, Trading Systems, Trading, Consulting
Education
Online Trading Academy 2011 — 2014
Dale Carnegie Training 2010 — 2010
New York University - Polytechnic School of Engineering 1984 — 1986
Bachelor's Degree, Electrical and Electronics Engineering
City University of New York City College 1983 — 1984
Mechanical Engineering
Andrew Mendez Alvarado's AXA Advisors Experience June 2013 - September 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
AXA Advisors June 2013 - September 2013
Skills
Series 7, Group 1 Insurance..., Life Insurance, Health Insurance, Accident Insurance, Leadership, Series 63
Education
College for Financial Planning 2014 — 2014
Professional Designations
St. Mary's University 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
USAA September 2013 - Present
AXA Advisors June 2013 - September 2013
Skills
Series 7, Group 1 Insurance..., Life Insurance, Health Insurance, Accident Insurance, Leadership, Series 63
Education
College for Financial Planning 2014 — 2014
Professional Designations
St. Mary's University 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
John Lefferts's AXA Advisors Experience September 2001 - January 2004
Job Financial Services Retail Distribution Leader: Leads Transformational Change | Builds Successful Teams | Triplet Dad
Industry Financial Services
Experience
Lion Street Financial, LLC October 2012 - December 2013
Private Equity funded Distribution Firm February 2009 - October 2012
AXA Advisors, LLC January 2004 - January 2009
AXA Advisors September 2001 - January 2004
AXA Financial 2001 - 2004
AXA Advisors January 1997 - August 2001
AXA Advisors January 1989 - December 1996
AXA Advisors August 1984 - 1988
Skills
Investments, Insurance, Business Planning, Series 7, Strategy, Strategic Financial..., Financial Services, Leadership Development, Strategic Planning, Fixed Annuities, Series 63, Securities, CLU, Finance, Life Insurance, Leadership, Change Management, Public Speaking, Start-ups, Retirement Planning, Financial Advisory, Retirement, Blogging, Series 24, Marketing, Estate Planning, Employee Benefits, Business Transformation, Turnarounds, Compliance, Wealth Management, Investment Advisory, Training, Recruiting, Mutual Funds, Management, Financial Planning, Team Building, CFP®, Risk Management, Asset Management, Consulting, Business Strategy, Sales, Business Development
Education
Oregon State University 1976 — 1980
Bachelor of Science, Business
College for Financial Planning 1985 — 1987
CFP, Financial Planning
The American College 1989 — 1992
ChFC & CLU, Financial Planning
Lion Street Financial, LLC October 2012 - December 2013
Private Equity funded Distribution Firm February 2009 - October 2012
AXA Advisors, LLC January 2004 - January 2009
AXA Advisors September 2001 - January 2004
AXA Financial 2001 - 2004
AXA Advisors January 1997 - August 2001
AXA Advisors January 1989 - December 1996
AXA Advisors August 1984 - 1988
Skills
Investments, Insurance, Business Planning, Series 7, Strategy, Strategic Financial..., Financial Services, Leadership Development, Strategic Planning, Fixed Annuities, Series 63, Securities, CLU, Finance, Life Insurance, Leadership, Change Management, Public Speaking, Start-ups, Retirement Planning, Financial Advisory, Retirement, Blogging, Series 24, Marketing, Estate Planning, Employee Benefits, Business Transformation, Turnarounds, Compliance, Wealth Management, Investment Advisory, Training, Recruiting, Mutual Funds, Management, Financial Planning, Team Building, CFP®, Risk Management, Asset Management, Consulting, Business Strategy, Sales, Business Development
Education
Oregon State University 1976 — 1980
Bachelor of Science, Business
College for Financial Planning 1985 — 1987
CFP, Financial Planning
The American College 1989 — 1992
ChFC & CLU, Financial Planning
Manashir Abramov Manashir Abramov's AXA Advisors Experience September 2013 - July 2014
Job Product Strategy Associate
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2015 - Present
Fidelity Investments April 2015 - July 2015
Floral Art May 2010 - March 2015
AXA Advisors September 2013 - July 2014
WTS Proprietary Trading Group March 2013 - August 2013
Wall Street Club September 2011 - May 2012
People Choice Realty March 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Trading, Options, Sales, Customer Service, Research, Financial Analysis, Business Analysis, Data Analysis, Equity Research, Equity Trading, Commodity Markets, Equity Valuation, Equity Capital Markets, Marketing, Real Estate, Event Management, Financial Advisory, Client Development, Consulting, Corporate Finance, Finance, Project Management, Strategy, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint
Education
Brooklyn College 2010 — 2014
Bachelor of Science (B.S.), Business, Management, and Finance, 3.6
Lord, Abbett & Co. LLC July 2015 - Present
Fidelity Investments April 2015 - July 2015
Floral Art May 2010 - March 2015
AXA Advisors September 2013 - July 2014
WTS Proprietary Trading Group March 2013 - August 2013
Wall Street Club September 2011 - May 2012
People Choice Realty March 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Trading, Options, Sales, Customer Service, Research, Financial Analysis, Business Analysis, Data Analysis, Equity Research, Equity Trading, Commodity Markets, Equity Valuation, Equity Capital Markets, Marketing, Real Estate, Event Management, Financial Advisory, Client Development, Consulting, Corporate Finance, Finance, Project Management, Strategy, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint
Education
Brooklyn College 2010 — 2014
Bachelor of Science (B.S.), Business, Management, and Finance, 3.6
Yana Nesterenko Yana Nesterenko's AXA Advisors Experience January 2009 - July 2010
Job Student at AUA School of Medicine
Industry Medical Practice
Experience
AUA Medical School September 2010 - Present
AXA Advisors January 2009 - July 2010
Bellevue Hospital June 2009 - September 2009
North Shore LIJ Health System June 2008 - September 2008
Skills
PowerPoint, Research, Microsoft Excel, Healthcare, Public Speaking, ACLS, BLS, Medicine, Patient Care, Phlebotomy
Education
AUA School of Medicine 2010 — 2015
Doctor of Medicine (M.D.), Medicine
City University of New York-Hunter College 2006 — 2010
midwood highschool
midwood highschool
AUA Medical School September 2010 - Present
AXA Advisors January 2009 - July 2010
Bellevue Hospital June 2009 - September 2009
North Shore LIJ Health System June 2008 - September 2008
Skills
PowerPoint, Research, Microsoft Excel, Healthcare, Public Speaking, ACLS, BLS, Medicine, Patient Care, Phlebotomy
Education
AUA School of Medicine 2010 — 2015
Doctor of Medicine (M.D.), Medicine
City University of New York-Hunter College 2006 — 2010
midwood highschool
midwood highschool
Alberto De Pablo's AXA Advisors Experience December 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
Nodar Janashia Nodar Janashia's AXA Advisors Experience October 2012 - September 2013
Job Founder & CEO, CountUp Inc.
Industry Financial Services
Experience
CountUp.io 2015 - Present
PlanGuru October 2013 - April 2015
AXA Advisors October 2012 - September 2013
BDO USA, LLP October 2010 - September 2012
Ernst & Young August 2007 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, QuickBooks, Analysis, Investments, Financial Modeling, Planning Budgeting &..., Cash Flow Forecasting, Revenue Forecasting, Capital Budgeting, Portfolio Management, Investment Strategies
Education
Fordham University 2009 — 2012
Applied Accounting and Finance, Financial Planning and Services
City University London 2011 — 2011
Bachelor's degree, International Finance
James Madison High School 2004 — 2008
High School, Finance
CountUp.io 2015 - Present
PlanGuru October 2013 - April 2015
AXA Advisors October 2012 - September 2013
BDO USA, LLP October 2010 - September 2012
Ernst & Young August 2007 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, QuickBooks, Analysis, Investments, Financial Modeling, Planning Budgeting &..., Cash Flow Forecasting, Revenue Forecasting, Capital Budgeting, Portfolio Management, Investment Strategies
Education
Fordham University 2009 — 2012
Applied Accounting and Finance, Financial Planning and Services
City University London 2011 — 2011
Bachelor's degree, International Finance
James Madison High School 2004 — 2008
High School, Finance
Pamela Ninness Pamela Ninness's AXA Advisors Experience September 2000 - December 2003
Job Pro Am Competitive Ballroom Dancer as a Student at Fred Astaire Parker
Industry Professional Training & Coaching
Experience
Various nonprofit organizations May 2014 - Present
Public Speaking January 2005 - Present
Summit Champions, Inc January 2003 - Present
Weekenders, Women Clothing 2002 - 2004
AXA Advisors September 2000 - December 2003
Financial Management Concepts June 1994 - September 2000
Financially Speaking, Inc. 1991 - May 1994
Skills
Marketing, Fundraising, Leadership Development, Organizational..., Managerial Finance, Public Speaking, Business Development, Small Business, Nonprofits, Feature Articles, Business Planning, Entrepreneurship, Sales, Investments, Management Consulting, Financial Management, Feature Writing, IRS management for..., Management, Strategic Planning, Team Building
Education
The American College 2001 — 2002
Investments, financial planning
College for Financial Planning 1994 — 1997
Investments, insurance, financial planning, estate planning
Community College of Aurora 1987 — 1989
Associates, Accounting, computer programming
Central Michigan University 1975 — 1978
Music Education
Roscommon High School 1971 — 1975
Various nonprofit organizations May 2014 - Present
Public Speaking January 2005 - Present
Summit Champions, Inc January 2003 - Present
Weekenders, Women Clothing 2002 - 2004
AXA Advisors September 2000 - December 2003
Financial Management Concepts June 1994 - September 2000
Financially Speaking, Inc. 1991 - May 1994
Skills
Marketing, Fundraising, Leadership Development, Organizational..., Managerial Finance, Public Speaking, Business Development, Small Business, Nonprofits, Feature Articles, Business Planning, Entrepreneurship, Sales, Investments, Management Consulting, Financial Management, Feature Writing, IRS management for..., Management, Strategic Planning, Team Building
Education
The American College 2001 — 2002
Investments, financial planning
College for Financial Planning 1994 — 1997
Investments, insurance, financial planning, estate planning
Community College of Aurora 1987 — 1989
Associates, Accounting, computer programming
Central Michigan University 1975 — 1978
Music Education
Roscommon High School 1971 — 1975
Dianne (Smyth) Lefferts Dianne (Smyth) Lefferts's AXA Advisors Experience April 1987 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
Self-employed April 1987 - Present
AXA Advisors April 1987 - July 2012
AXA Advisors April 2003 - January 2005
AXA National Associates Forum May 1995 - May 2002
AXA Advisors January 1992 - December 1996
Skills
Personal Financial..., Public Speaking, Finance, Marketing Communications, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Financial Services, Portfolio Management, Life Insurance, Estate Planning, Wealth Management
Education
University of San Diego School of Business Administration 1982 — 1986
Bachelor of Arts, Business Administration, Business Administration and Management, General
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 1992 — 1994
Chartered Financial Consultant (ChFC)
The American College 1994 — 1995
Chartered Life Underwriter (CLU)
Self-employed April 1987 - Present
AXA Advisors April 1987 - July 2012
AXA Advisors April 2003 - January 2005
AXA National Associates Forum May 1995 - May 2002
AXA Advisors January 1992 - December 1996
Skills
Personal Financial..., Public Speaking, Finance, Marketing Communications, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Financial Services, Portfolio Management, Life Insurance, Estate Planning, Wealth Management
Education
University of San Diego School of Business Administration 1982 — 1986
Bachelor of Arts, Business Administration, Business Administration and Management, General
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 1992 — 1994
Chartered Financial Consultant (ChFC)
The American College 1994 — 1995
Chartered Life Underwriter (CLU)
Robert Donofrio Robert Donofrio's AXA Advisors Experience August 2007 - Present
Job Retirement Benefits Specialist
Industry Financial Services
Experience
AXA Advisors August 2007 - Present
City Of Elyria Fire Dept July 1989 - July 2014
Skills
Wealth Management, Investment services, Investment planning, Financial services, Insurance planning,, Retirement planning, Education planning..., 401(k) distribution..., Client Education, Risk Management, Wealth Preservation..., Tax-efficient investing..., Tax-deferred investment..., Pension Distribution..., IRA Distribution..., Customer Service
Education
Lorain High school 1980 — 1984
High school
Cleveland State University
Business, Finance
AXA Advisors August 2007 - Present
City Of Elyria Fire Dept July 1989 - July 2014
Skills
Wealth Management, Investment services, Investment planning, Financial services, Insurance planning,, Retirement planning, Education planning..., 401(k) distribution..., Client Education, Risk Management, Wealth Preservation..., Tax-efficient investing..., Tax-deferred investment..., Pension Distribution..., IRA Distribution..., Customer Service
Education
Lorain High school 1980 — 1984
High school
Cleveland State University
Business, Finance
Anthony DiTomasso Anthony DiTomasso's AXA Advisors Experience May 2014 - November 2014
Job Growth Team at Better Mortgage
Industry Automotive
Experience
Avex Funding East June 2015 - Present
Better Mortgage June 2015 - Present
Enterprise Rent-A-Car December 2014 - May 2015
AXA Advisors May 2014 - November 2014
Enterprise Rent-A-Car June 2013 - August 2013
Demers Exposition Services May 2011 - May 2013
Pioneer Lawn Sprinkler, LLC. May 2012 - July 2012
Hebron Fire Department April 2010 - June 2011
SardilliProduce June 2010 - August 2010
Skills
Strategic Financial..., Investment Advisory, Event Planning, Leadership, Customer Service, Social Networking, Public Speaking, Microsoft Office, Social Media Marketing, Advertising, HTML, Facebook, Research, Photoshop, Social Media, Microsoft Word, PowerPoint, Sales, EMT, Talent Management, Microsoft Excel, Illustrator, InDesign, Science, Public Relations, Web Design, Event Management, Blogging, Management, Time Management, Teamwork, Marketing, Team Leadership, Strategic Planning
Education
Colby Sawyer College 2010 — 2014
Bachelor's Degree, Business, Marketing Concentration
RHAMHighSchool 2006 — 2010
Avex Funding East June 2015 - Present
Better Mortgage June 2015 - Present
Enterprise Rent-A-Car December 2014 - May 2015
AXA Advisors May 2014 - November 2014
Enterprise Rent-A-Car June 2013 - August 2013
Demers Exposition Services May 2011 - May 2013
Pioneer Lawn Sprinkler, LLC. May 2012 - July 2012
Hebron Fire Department April 2010 - June 2011
SardilliProduce June 2010 - August 2010
Skills
Strategic Financial..., Investment Advisory, Event Planning, Leadership, Customer Service, Social Networking, Public Speaking, Microsoft Office, Social Media Marketing, Advertising, HTML, Facebook, Research, Photoshop, Social Media, Microsoft Word, PowerPoint, Sales, EMT, Talent Management, Microsoft Excel, Illustrator, InDesign, Science, Public Relations, Web Design, Event Management, Blogging, Management, Time Management, Teamwork, Marketing, Team Leadership, Strategic Planning
Education
Colby Sawyer College 2010 — 2014
Bachelor's Degree, Business, Marketing Concentration
RHAMHighSchool 2006 — 2010
Ethan Meikle Ethan Meikle's AXA Advisors Experience December 2014 - Present
Job Financial Professional Dedicated To Assisting School District Employees And NonProfit Organizations
Industry Financial Services
Experience
Selah School District 119 March 2015 - Present
AXA Advisors December 2014 - Present
Farmers Insurance June 2014 - November 2014
Ellensburg Chevrolet November 2012 - May 2014
Central Washington University January 2012 - July 2012
Skills
Retirement Planning, Financial Advisory, Retirement Benefits, Life Insurance, Finance, Property & Casualty..., Disability Insurance, Strategic Financial..., Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Retirement, Fixed Annuities, 401k, Strategic Planning, Nonprofits, Financial Services, Public Speaking, Wealth Management, Investment Planning, Insurance Planning, Education Planning..., Client Education, Wealth Preservation..., IRA distribution..., 401k Distribution..., Pension Distribution..., Tax-deferred investment..., Tax-efficient investing...
Education
Central Washington University 2010 — 2014
Bachelor of Science (BS), Finance, Economics
Kohala High School 2006 — 2010
B.O.E High School Diploma
Selah School District 119 March 2015 - Present
AXA Advisors December 2014 - Present
Farmers Insurance June 2014 - November 2014
Ellensburg Chevrolet November 2012 - May 2014
Central Washington University January 2012 - July 2012
Skills
Retirement Planning, Financial Advisory, Retirement Benefits, Life Insurance, Finance, Property & Casualty..., Disability Insurance, Strategic Financial..., Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Retirement, Fixed Annuities, 401k, Strategic Planning, Nonprofits, Financial Services, Public Speaking, Wealth Management, Investment Planning, Insurance Planning, Education Planning..., Client Education, Wealth Preservation..., IRA distribution..., 401k Distribution..., Pension Distribution..., Tax-deferred investment..., Tax-efficient investing...
Education
Central Washington University 2010 — 2014
Bachelor of Science (BS), Finance, Economics
Kohala High School 2006 — 2010
B.O.E High School Diploma
Jean-Marc Fortune's AXA Advisors Experience February 2015 - March 2015
Job CFA Level I Candidate June 2016 & Wealth Management Trainee at HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
Fortune Financials January 2014 - Present
American Transit Insurance Co January 2015 - June 2015
AXA Advisors February 2015 - March 2015
Deckers Brands October 2010 - January 2015
Zolio Inc September 2014 - November 2014
Skills
Sales, Strategy, CRM, Project Planning, Customer Service, Negotiation, Finance, Start-ups, Networking, Entrepreneurship, New Business Development, Marketing Communications, Market Research, Advertising, Retail, Marketing, Real Estate, Leadership, Product Marketing, Analysis, Public Speaking, Investments
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor’s Degree, Finance and Investments
CUNY New York City College of Technology 2011 — 2013
Associate’s Degree, Marketing Management
HSBC June 2015 - Present
Fortune Financials January 2014 - Present
American Transit Insurance Co January 2015 - June 2015
AXA Advisors February 2015 - March 2015
Deckers Brands October 2010 - January 2015
Zolio Inc September 2014 - November 2014
Skills
Sales, Strategy, CRM, Project Planning, Customer Service, Negotiation, Finance, Start-ups, Networking, Entrepreneurship, New Business Development, Marketing Communications, Market Research, Advertising, Retail, Marketing, Real Estate, Leadership, Product Marketing, Analysis, Public Speaking, Investments
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor’s Degree, Finance and Investments
CUNY New York City College of Technology 2011 — 2013
Associate’s Degree, Marketing Management
Lingyun (Lori) Liu Lingyun (Lori) Liu's AXA Advisors Experience April 2014 - July 2014
Job Student at New York University
Industry Banking
Experience
New York University September 2014 - Present
International Alliance Associates Limited October 2014 - December 2014
Yaro Group, LLC August 2014 - September 2014
AXA Advisors April 2014 - July 2014
Manulife TEDA Fund Management Co., LTD November 2012 - March 2013
Skills
Financial Statement..., Equity Valuation, Market Risk, Statistical Data..., Bloomberg Terminal, Matlab, Excel/VBA, Rstudio, VBA, Financial Modeling, Microsoft Office, C++
Education
New York University 2013 — 2015
Master's Degree, Financial Mathematics, 3.8/4.0
China Agricultural University 2009 — 2013
Bachelor's Degree, Measurement and Control Technology and Instrument, 3.8/4.0
New York University September 2014 - Present
International Alliance Associates Limited October 2014 - December 2014
Yaro Group, LLC August 2014 - September 2014
AXA Advisors April 2014 - July 2014
Manulife TEDA Fund Management Co., LTD November 2012 - March 2013
Skills
Financial Statement..., Equity Valuation, Market Risk, Statistical Data..., Bloomberg Terminal, Matlab, Excel/VBA, Rstudio, VBA, Financial Modeling, Microsoft Office, C++
Education
New York University 2013 — 2015
Master's Degree, Financial Mathematics, 3.8/4.0
China Agricultural University 2009 — 2013
Bachelor's Degree, Measurement and Control Technology and Instrument, 3.8/4.0
Daniel Joseph's AXA Advisors Experience February 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
Rockstar Energy Drink August 2012 - July 2013
Federated Investors, Inc. May 2012 - August 2012
Marbury Wealth Management May 2011 - August 2011
Skills
Retirement Planning, Wealth Management, Financial Planning, Financial Analysis, Life Insurance..., Financial Services
Education
Coastal Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.) - Finance, Wealth and Financial Management
AXA Advisors February 2014 - Present
Rockstar Energy Drink August 2012 - July 2013
Federated Investors, Inc. May 2012 - August 2012
Marbury Wealth Management May 2011 - August 2011
Skills
Retirement Planning, Wealth Management, Financial Planning, Financial Analysis, Life Insurance..., Financial Services
Education
Coastal Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.) - Finance, Wealth and Financial Management
Behzad Shirvani, MBA's AXA Advisors Experience September 2013 - November 2014
Job Seeking Opportunity
Industry Financial Services
Experience
Bankers Life December 2014 - June 2015
Chapman University June 2013 - December 2014
AXA Advisors September 2013 - November 2014
Tech Solution Services Inc. February 2012 - August 2014
Perlite Tazian Construction Co. September 2009 - January 2012
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Islamic Azad University 2006 — 2010
Bachelor’s Degree, Civil Engineering
Pirooz High School 2002 — 2006
High School Diploma, Mathematics and Physics
Bankers Life December 2014 - June 2015
Chapman University June 2013 - December 2014
AXA Advisors September 2013 - November 2014
Tech Solution Services Inc. February 2012 - August 2014
Perlite Tazian Construction Co. September 2009 - January 2012
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Islamic Azad University 2006 — 2010
Bachelor’s Degree, Civil Engineering
Pirooz High School 2002 — 2006
High School Diploma, Mathematics and Physics
Yang Shanel Wang's AXA Advisors Experience January 2015 - April 2015
Job .
Industry E-Learning
Experience
AXA Advisors January 2015 - April 2015
WSP Holding Ltd September 2013 - October 2014
Ever Pretty Garments Inc., February 2009 - February 2011
Krystal Enterprise Limousine, Inc January 2009 - January 2010
China Environmental Protection Bureau, nuclear and radiation safety January 2003 - January 2005
Skills
Business Planning, Business Strategy, Sales, Marketing Strategy, Retail, Business Development, Team Building, Budgets, Product Development, Strategic Planning, Project Management, Start-ups, Entrepreneurship, Management, Inventory Management, New Business Development, Marketing, Accounting, Term Life Insurance, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2015
Master's degree
Fullerton College 2009 — 2011
Accounting
Chongqing University 1999 — 2004
Bachelor's degree, Economics
AXA Advisors January 2015 - April 2015
WSP Holding Ltd September 2013 - October 2014
Ever Pretty Garments Inc., February 2009 - February 2011
Krystal Enterprise Limousine, Inc January 2009 - January 2010
China Environmental Protection Bureau, nuclear and radiation safety January 2003 - January 2005
Skills
Business Planning, Business Strategy, Sales, Marketing Strategy, Retail, Business Development, Team Building, Budgets, Product Development, Strategic Planning, Project Management, Start-ups, Entrepreneurship, Management, Inventory Management, New Business Development, Marketing, Accounting, Term Life Insurance, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2015
Master's degree
Fullerton College 2009 — 2011
Accounting
Chongqing University 1999 — 2004
Bachelor's degree, Economics
Nicole Jie Douchet's AXA Advisors Experience May 2009 - May 2010
Job Wealth Management Client Relationship Consultant
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Santander Bank, N.A. June 2013 - November 2014
NetikSolutions November 2012 - June 2013
HSBC December 2011 - November 2012
JP Morgan Chase May 2010 - December 2011
AXA Advisors May 2009 - May 2010
Skills
Wealth Management, Banking, Communication, Diplomacy, Portfolio Management, Financial Analysis, Investment Advisory, Investments, Equities, Information Technology, Social Media Marketing, Leadership, Series 7, Asset Management, Financial Services, Finance, Business Development, Credit, Fixed Income, Relationship Management, Mutual Funds, Investment Banking, Strategic Financial..., Securities, Commercial Banking, Credit Analysis, Series 63, Retirement Planning, Bloomberg, Retail Banking, Private Banking, Strategy, Financial Advisory, Loans, Financial Risk, Corporate Finance, Financial Markets, Cash Management, Credit Risk, Derivatives, Capital Markets, Bonds, Investment Strategies, Mortgage Lending, FX Options, Financial Modeling, Hedge Funds, Commercial Lending, Alternative Investments, Valuation
Education
City University of New York-Hunter College
Bachelor's degree, Economics
TIAA-CREF November 2014 - Present
Santander Bank, N.A. June 2013 - November 2014
NetikSolutions November 2012 - June 2013
HSBC December 2011 - November 2012
JP Morgan Chase May 2010 - December 2011
AXA Advisors May 2009 - May 2010
Skills
Wealth Management, Banking, Communication, Diplomacy, Portfolio Management, Financial Analysis, Investment Advisory, Investments, Equities, Information Technology, Social Media Marketing, Leadership, Series 7, Asset Management, Financial Services, Finance, Business Development, Credit, Fixed Income, Relationship Management, Mutual Funds, Investment Banking, Strategic Financial..., Securities, Commercial Banking, Credit Analysis, Series 63, Retirement Planning, Bloomberg, Retail Banking, Private Banking, Strategy, Financial Advisory, Loans, Financial Risk, Corporate Finance, Financial Markets, Cash Management, Credit Risk, Derivatives, Capital Markets, Bonds, Investment Strategies, Mortgage Lending, FX Options, Financial Modeling, Hedge Funds, Commercial Lending, Alternative Investments, Valuation
Education
City University of New York-Hunter College
Bachelor's degree, Economics
Jeremy Martin, CLU Jeremy Martin, CLU's AXA Advisors Experience March 2015 - Present
Job Executive Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors August 2012 - February 2015
AXA Advisors March 2010 - August 2012
AXA Advisors LLC January 2001 - March 2010
AXA Advisors January 1997 - December 2000
Skills
Hiring, Recruiting, Helping Others Succeed, Financial Advisory, Wealth Accumulation, Wealth Preservation..., Helping Clients, Asset Protection, Income Protection, Estate Planning, Estate Tax Planning, Multi-generational..., Retirement Planning, Retirement Savings, Asset Management, Investment Advisory..., Sales Management, Business Development, Business Strategy, Leadership Development, Staff Retention, Staff Development
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Montclair High School 1988 — 1991
AXA Advisors March 2015 - Present
AXA Advisors August 2012 - February 2015
AXA Advisors March 2010 - August 2012
AXA Advisors LLC January 2001 - March 2010
AXA Advisors January 1997 - December 2000
Skills
Hiring, Recruiting, Helping Others Succeed, Financial Advisory, Wealth Accumulation, Wealth Preservation..., Helping Clients, Asset Protection, Income Protection, Estate Planning, Estate Tax Planning, Multi-generational..., Retirement Planning, Retirement Savings, Asset Management, Investment Advisory..., Sales Management, Business Development, Business Strategy, Leadership Development, Staff Retention, Staff Development
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Montclair High School 1988 — 1991
Patrick Browning Patrick Browning's AXA Advisors Experience April 2013 - October 2014
Job Customer Care Manager
Industry Leisure, Travel & Tourism
Experience
Global Repair Group July 2015 - Present
AXA Advisors April 2013 - October 2014
Shell Vacations Club-Wyndham Vacations April 2010 - April 2013
@properties January 2006 - April 2010
St. Ives Resort March 2002 - March 2005
St. Ives Resort October 2000 - February 2002
Canadian Lakes Development Company January 1995 - January 2000
King Charles Inn 2000 - 2000
Raddisson Riverview Hotel 2000 - 2000
Skills
Real Estate, Sales, Negotiation, Residential Homes, Condos, Customer Service, Employee Training, Travel Management, Supervisory Skills, Escalations Management, Customer Support, Customer Retention, Sellers, Management, First Time Home Buyers, Customer Satisfaction, Training, Selling, Call Centers, Leadership, Budgets, Sales Management, Time Management, Marketing Strategy, Team Building, Outlook, Social Networking, Coaching
Education
Central Michigan University 1990 — 1994
B.S., English
Global Repair Group July 2015 - Present
AXA Advisors April 2013 - October 2014
Shell Vacations Club-Wyndham Vacations April 2010 - April 2013
@properties January 2006 - April 2010
St. Ives Resort March 2002 - March 2005
St. Ives Resort October 2000 - February 2002
Canadian Lakes Development Company January 1995 - January 2000
King Charles Inn 2000 - 2000
Raddisson Riverview Hotel 2000 - 2000
Skills
Real Estate, Sales, Negotiation, Residential Homes, Condos, Customer Service, Employee Training, Travel Management, Supervisory Skills, Escalations Management, Customer Support, Customer Retention, Sellers, Management, First Time Home Buyers, Customer Satisfaction, Training, Selling, Call Centers, Leadership, Budgets, Sales Management, Time Management, Marketing Strategy, Team Building, Outlook, Social Networking, Coaching
Education
Central Michigan University 1990 — 1994
B.S., English
Franco Arcieri Franco Arcieri's AXA Advisors Experience April 2010 - October 2012
Job Enrolled Agent/Financial & Accounting Consultant
Industry Accounting
Experience
Arcieri & Associates January 2002 - Present
Walker Law Group October 2012 - January 2015
AXA Advisors April 2010 - October 2012
Embassy Mortgage Group, LLC August 1997 - March 2010
Skills
Accounting, Tax Advisory, Tax Preparation, Income Tax, Corporate Tax, International Tax, Strategic Financial..., Financial Advisory, Estate Planning, Retirement, Retirement Planning, Fixed Annuities, Insurance, Wealth Management, Life Insurance, Disability Insurance, Long-term Care, IRAs, Management, Small Business, Financial Planners, Financial Planning, Funding, Customer Service, Strategic Planning, Underwriting, Health Insurance, Budgets, Trusts, Term Life Insurance, Finance, Workers Compensation, Accident
Education
Hunter College 1976 — 1979
Bachelor of Arts (BA), Economics & Accounting
Northeastern University 1971 — 1972
None, Elementary Education and Teaching
Arcieri & Associates January 2002 - Present
Walker Law Group October 2012 - January 2015
AXA Advisors April 2010 - October 2012
Embassy Mortgage Group, LLC August 1997 - March 2010
Skills
Accounting, Tax Advisory, Tax Preparation, Income Tax, Corporate Tax, International Tax, Strategic Financial..., Financial Advisory, Estate Planning, Retirement, Retirement Planning, Fixed Annuities, Insurance, Wealth Management, Life Insurance, Disability Insurance, Long-term Care, IRAs, Management, Small Business, Financial Planners, Financial Planning, Funding, Customer Service, Strategic Planning, Underwriting, Health Insurance, Budgets, Trusts, Term Life Insurance, Finance, Workers Compensation, Accident
Education
Hunter College 1976 — 1979
Bachelor of Arts (BA), Economics & Accounting
Northeastern University 1971 — 1972
None, Elementary Education and Teaching
Abdulaziz Dakhil Abdulaziz Dakhil's AXA Advisors Experience October 2013 - Present
Job Financial Professional / Helping Individuals and Businesses Achieve Financial Success
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
The Family Office Co. April 2012 - April 2013
Yuser bank December 2011 - April 2012
United Company for Investment and Real Estate Development June 2008 - September 2009
Skills
Finance, Life Insurance, Financial Planning, 401k Rollovers, Retirement Planning, Long Term Care Insurance
Education
Central Washington University 2006 — 2011
B.S. – Business administration, Finance
John F. Kennedy Catholic high school 2000 — 2003
High School Diploma
AXA Advisors October 2013 - Present
The Family Office Co. April 2012 - April 2013
Yuser bank December 2011 - April 2012
United Company for Investment and Real Estate Development June 2008 - September 2009
Skills
Finance, Life Insurance, Financial Planning, 401k Rollovers, Retirement Planning, Long Term Care Insurance
Education
Central Washington University 2006 — 2011
B.S. – Business administration, Finance
John F. Kennedy Catholic high school 2000 — 2003
High School Diploma
Chenjiao (Jessie) Wang Chenjiao (Jessie) Wang's AXA Advisors Experience June 2013 - August 2013
Job Market/Treasury Risk Advisory Associate
Industry Financial Services
Experience
KPMG US April 2015 - Present
The Boston Consulting Group August 2014 - April 2015
Yingli Solar June 2014 - August 2014
New York University June 2013 - May 2014
AXA Advisors June 2013 - August 2013
TPI Real Estate Investment Services Corp. March 2013 - May 2013
Moways Management Consulting Co. June 2011 - June 2012
Bank of China June 2011 - December 2011
Skills
Financial Modeling, Valuation, Microsoft Office, Financial Analysis, Derivatives, Portfolio Management, Bloomberg, VBA, PowerPoint, Research, Matlab, Financial Accounting, Risk Management, Economics, MATLAB, Finance
Education
New York University 2012 — 2014
Master of Science (MSc), Financial Engineering
Central University of Finance and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
KPMG US April 2015 - Present
The Boston Consulting Group August 2014 - April 2015
Yingli Solar June 2014 - August 2014
New York University June 2013 - May 2014
AXA Advisors June 2013 - August 2013
TPI Real Estate Investment Services Corp. March 2013 - May 2013
Moways Management Consulting Co. June 2011 - June 2012
Bank of China June 2011 - December 2011
Skills
Financial Modeling, Valuation, Microsoft Office, Financial Analysis, Derivatives, Portfolio Management, Bloomberg, VBA, PowerPoint, Research, Matlab, Financial Accounting, Risk Management, Economics, MATLAB, Finance
Education
New York University 2012 — 2014
Master of Science (MSc), Financial Engineering
Central University of Finance and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
Donald Pollock Donald Pollock's AXA Advisors Experience June 2003 - October 2008
Job Adjunct Faculty, Academic Advisor
Industry Higher Education
Experience
Chatfield College July 2015 - Present
Cincinnati State August 2012 - Present
2008-2010Time II Advocate September 2008 - June 2010
AXA Advisors June 2003 - October 2008
ING January 1998 - January 2002
Skills
Public Speaking, Insurance, Retirement Planning, Financial Services, Leadership Development, Investments, Leadership, Teaching, Mutual Funds, Finance, Coaching, Higher Education, Financial Advisory, Microsoft Office, Customer Service, Financial Planners, Training, Staff Development, Team Building, Program Development, Nonprofits, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Risk Management, Asset Managment, Banking, Life Insurance, Asset Allocation, Credit, Equities, Event Planning, PowerPoint, Fundraising, Management, Adult Education, Strategic Planning, Community Outreach, Student Affairs, Microsoft Word, Research
Education
Northern Kentucky University 2012 — 2015
Bachelor of Arts (B.A.), Organizational Leadership
Cincinnati State Technical and Community College 2010 — 2012
Associate of Applied Business, Business Management Technology
Chatfield College July 2015 - Present
Cincinnati State August 2012 - Present
2008-2010Time II Advocate September 2008 - June 2010
AXA Advisors June 2003 - October 2008
ING January 1998 - January 2002
Skills
Public Speaking, Insurance, Retirement Planning, Financial Services, Leadership Development, Investments, Leadership, Teaching, Mutual Funds, Finance, Coaching, Higher Education, Financial Advisory, Microsoft Office, Customer Service, Financial Planners, Training, Staff Development, Team Building, Program Development, Nonprofits, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Risk Management, Asset Managment, Banking, Life Insurance, Asset Allocation, Credit, Equities, Event Planning, PowerPoint, Fundraising, Management, Adult Education, Strategic Planning, Community Outreach, Student Affairs, Microsoft Word, Research
Education
Northern Kentucky University 2012 — 2015
Bachelor of Arts (B.A.), Organizational Leadership
Cincinnati State Technical and Community College 2010 — 2012
Associate of Applied Business, Business Management Technology
Caleb DeBord's AXA Advisors Experience October 2012 - October 2013
Job Entrepreneur
Industry Consumer Services
Experience
DeBord Pressure Cleaning Services July 2010 - Present
State Farm November 2013 - February 2015
AXA Advisors October 2012 - October 2013
Dowis - Boyd CPAs January 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Social Media, Sales, Problem Solving, Business Strategy, Business Planning, Data Analysis, Customer Satisfaction, Insurance
Education
The University of Tennessee at Chattanooga 2010 — 2012
Bachelor of Science, Finance
Cleveland State Community College 2007 — 2010
Associate of Science, Business Administration and Management, General
DeBord Pressure Cleaning Services July 2010 - Present
State Farm November 2013 - February 2015
AXA Advisors October 2012 - October 2013
Dowis - Boyd CPAs January 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Social Media, Sales, Problem Solving, Business Strategy, Business Planning, Data Analysis, Customer Satisfaction, Insurance
Education
The University of Tennessee at Chattanooga 2010 — 2012
Bachelor of Science, Finance
Cleveland State Community College 2007 — 2010
Associate of Science, Business Administration and Management, General
Joshua G. Schenker Joshua G. Schenker's AXA Advisors Experience August 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
Daniel L. Jacobs's AXA Advisors Experience 2005 - 2007
Job Staff Coordinator at Campaign for Vermont
Industry Nonprofit Organization Management
Experience
Campaign for Vermont 2014 - Present
Department of Vermont Health Access, Vermont Health Connect 2013 - 2014
Choice Strategies, a division of WageWorks 2012 - 2013
Northeast Insurance Broker Services 2011 - 2012
University of Vermont 2007 - 2011
AXA Advisors 2005 - 2007
RallySport Health & Fitness Club 2004 - 2005
Fleischer Jacobs Group 2003 - 2004
Skills
Fundraising, Non-profits, Event Planning, Public Speaking, Social Media, Leadership, Customer Service, Strategy, Training, Sales, Microsoft Office, Nonprofits, Program Development
Education
Champlain College 2014 — 2017
Master of Business Administration (MBA) Candidate
University of Vermont
Bachelor of Arts, Religion, History
Hobart and William Smith Colleges 2000 — 2002
Campaign for Vermont 2014 - Present
Department of Vermont Health Access, Vermont Health Connect 2013 - 2014
Choice Strategies, a division of WageWorks 2012 - 2013
Northeast Insurance Broker Services 2011 - 2012
University of Vermont 2007 - 2011
AXA Advisors 2005 - 2007
RallySport Health & Fitness Club 2004 - 2005
Fleischer Jacobs Group 2003 - 2004
Skills
Fundraising, Non-profits, Event Planning, Public Speaking, Social Media, Leadership, Customer Service, Strategy, Training, Sales, Microsoft Office, Nonprofits, Program Development
Education
Champlain College 2014 — 2017
Master of Business Administration (MBA) Candidate
University of Vermont
Bachelor of Arts, Religion, History
Hobart and William Smith Colleges 2000 — 2002
Justin Edward Boo's AXA Advisors Experience March 2013 - August 2013
Job Finance and Mangement Graduate. Interested in Finance, Investment, and Analyzing Economics.
Industry Financial Services
Experience
American Golf Corporation December 2010 - Present
Enterprise Holdings April 2014 - September 2014
Construction, Roofing and Framing September 2009 - August 2014
AXA Advisors March 2013 - August 2013
Menacola Inc August 2009 - January 2010
SYEP Program P.S. 105 June 2009 - August 2009
Community Board Ten June 2008 - September 2008
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Scanners, Fax, Accounting, Finance, Outlook, Event Management, Spanish, Public Speaking, Accounts Receivable, Accounts Payable, Hospitality, Event Planning, Cash Flow, Investments, Volunteer Management, Sales, Time Management, Time management
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelor of Science (B.S.), Business, Mgmt. & Finance, Minor in Small Business Management and Urban Entrepreneurship, Current GPA: 3.8/4.0
Kingsborough Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, GPA: 3.67/4.0
American Golf Corporation December 2010 - Present
Enterprise Holdings April 2014 - September 2014
Construction, Roofing and Framing September 2009 - August 2014
AXA Advisors March 2013 - August 2013
Menacola Inc August 2009 - January 2010
SYEP Program P.S. 105 June 2009 - August 2009
Community Board Ten June 2008 - September 2008
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Scanners, Fax, Accounting, Finance, Outlook, Event Management, Spanish, Public Speaking, Accounts Receivable, Accounts Payable, Hospitality, Event Planning, Cash Flow, Investments, Volunteer Management, Sales, Time Management, Time management
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelor of Science (B.S.), Business, Mgmt. & Finance, Minor in Small Business Management and Urban Entrepreneurship, Current GPA: 3.8/4.0
Kingsborough Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, GPA: 3.67/4.0
Austin Seal MBA, CFP® Austin Seal MBA, CFP®'s AXA Advisors Experience January 2005 - September 2006
Job Financial Analyst at USAA
Industry Financial Services
Experience
USAA January 2012 - Present
USAA September 2006 - January 2012
AXA Advisors January 2005 - September 2006
Skills
Financial Analysis, Insurance, Investments, Finance, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Business Analysis, Financial Services, Asset Management, Corporate Finance, Retirement, Investment Strategies, Life Insurance, Financial Advisory, Microsoft Excel, Fixed Annuities, Strategic Financial..., Financial Modeling, Securities, Underwriting
Education
University of the Incarnate Word 2010 — 2012
Master's degree, Business Administration and Management, General
College for Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
USAA January 2012 - Present
USAA September 2006 - January 2012
AXA Advisors January 2005 - September 2006
Skills
Financial Analysis, Insurance, Investments, Finance, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Business Analysis, Financial Services, Asset Management, Corporate Finance, Retirement, Investment Strategies, Life Insurance, Financial Advisory, Microsoft Excel, Fixed Annuities, Strategic Financial..., Financial Modeling, Securities, Underwriting
Education
University of the Incarnate Word 2010 — 2012
Master's degree, Business Administration and Management, General
College for Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
R Theodore Murphy R Theodore Murphy's AXA Advisors Experience 2002 - 2014
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2014 - Present
AXA Advisors 2002 - 2014
Education
University of Pennsylvania - The Wharton School
Executive Retirement Planning Program
Georgetown University
Executive Certificate, Financial Planning and Services
College for Financial Planning
Accredited Asset Management Specialist
Towson University
Bachelor of Science (B.S.), Business Administration, concentration in Finance
Loyola Blakefield 1988 — 1994
Ameriprise Financial Services, Inc. 2014 - Present
AXA Advisors 2002 - 2014
Education
University of Pennsylvania - The Wharton School
Executive Retirement Planning Program
Georgetown University
Executive Certificate, Financial Planning and Services
College for Financial Planning
Accredited Asset Management Specialist
Towson University
Bachelor of Science (B.S.), Business Administration, concentration in Finance
Loyola Blakefield 1988 — 1994
Ronald Hicks Ronald Hicks's AXA Advisors Experience September 1976 - Present
Job Retirement Planning Specialist Tax Sheltered Plans at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 1976 - Present
Skills
Wealth Management, Customer Service, Financial Services, Long-term Care, 401k Rollovers
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Wharton Certificate in Retirement Planning
Central State University 1970 — 1974
Bachelor's degree, Marketing
AXA Advisors September 1976 - Present
Skills
Wealth Management, Customer Service, Financial Services, Long-term Care, 401k Rollovers
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Wharton Certificate in Retirement Planning
Central State University 1970 — 1974
Bachelor's degree, Marketing
Michael A. Minelli Michael A. Minelli's AXA Advisors Experience January 1984 - March 2004
Job President, KeyFinancialSolutionsThatWork.com
Industry Financial Services
Experience
KeyFinancialSolutionsThatWork.com 1983 - Present
AXA Advisors January 1984 - March 2004
Skills
Marketing, Business Strategy, Microsoft Excel, Coaching, Strategic Financial..., Mutual Funds, Customer Service, Account Management, Small Business, Retirement, Retirement Planning, Microsoft Office, Salesforce.com, Microsoft Word, Sales Management, Sales, Management, New Business Development, Tax, Online Advertising, Series 7, Wealth Management, Team Building, Strategic Planning, Negotiation, Investments, Training, Public Speaking, Budgets, Event Planning
Education
The American College 1989 — 1994
MSFS, Financial Services
Cleveland State University 1972 — 1974
MBA, Finance
University of Notre Dame 1958 — 1962
BBA, Finance
KeyFinancialSolutionsThatWork.com 1983 - Present
AXA Advisors January 1984 - March 2004
Skills
Marketing, Business Strategy, Microsoft Excel, Coaching, Strategic Financial..., Mutual Funds, Customer Service, Account Management, Small Business, Retirement, Retirement Planning, Microsoft Office, Salesforce.com, Microsoft Word, Sales Management, Sales, Management, New Business Development, Tax, Online Advertising, Series 7, Wealth Management, Team Building, Strategic Planning, Negotiation, Investments, Training, Public Speaking, Budgets, Event Planning
Education
The American College 1989 — 1994
MSFS, Financial Services
Cleveland State University 1972 — 1974
MBA, Finance
University of Notre Dame 1958 — 1962
BBA, Finance
David Ranno's AXA Advisors Experience July 2008 - August 2008
Job Analyst, UBS Hedge Fund Solutions
Industry Investment Management
Experience
UBS Hedge Fund Solutions May 2013 - Present
Aleutian Capital Partners May 2011 - December 2012
Hospital for Special Surgery April 2011 - May 2011
National Installations Inc August 2010 - March 2011
Hospital for Special Surgery June 2009 - August 2009
Colgate Palmolive July 2008 - August 2008
AXA Advisors July 2008 - August 2008
Skills
Investment Banking, Due Diligence, Alternative Investments, Private Equity, Corporate Finance, Hedge Funds, Fund Of Funds, Valuation, Mergers & Acquisitions, Manager Research, Capital IQ, Bloomberg, Operational Due..., Asset Management
Education
Colgate University 2006 — 2010
BA, Political Science
Columbia University 2008 — 2008
UBS Hedge Fund Solutions May 2013 - Present
Aleutian Capital Partners May 2011 - December 2012
Hospital for Special Surgery April 2011 - May 2011
National Installations Inc August 2010 - March 2011
Hospital for Special Surgery June 2009 - August 2009
Colgate Palmolive July 2008 - August 2008
AXA Advisors July 2008 - August 2008
Skills
Investment Banking, Due Diligence, Alternative Investments, Private Equity, Corporate Finance, Hedge Funds, Fund Of Funds, Valuation, Mergers & Acquisitions, Manager Research, Capital IQ, Bloomberg, Operational Due..., Asset Management
Education
Colgate University 2006 — 2010
BA, Political Science
Columbia University 2008 — 2008
Yadhi Aragon's AXA Advisors Experience 2003 - 2006
Job Bilingual Energy Programs Advisor (Energy Savings Center) at San Diego Gas & Electric
Industry Accounting
Experience
San Diego Gas & Electric June 2014 - Present
San Diego Gas & Electric March 2011 - June 2014
San Diego Gas & Electric March 2008 - March 2011
California Creative Solutions (CCS) January 2007 - January 2008
AXA Advisors 2003 - 2006
Skills
Social Networking, Microsoft Office, Event Planning, Fundraising, Public Speaking, PowerPoint, Payroll, Editing, Microsoft Excel, Leadership, Nonprofits, Strategic Planning, Outlook, Project Management, Blogging, Marketing, Social Media, Social Media Marketing, Management, Customer Service, Help Desk Support, Sales
Education
University of Phoenix 2011 — 2013
Business with Finance
Coleman College 2004 — 2004
Certification, Computer Office Applications
San Diego Gas & Electric June 2014 - Present
San Diego Gas & Electric March 2011 - June 2014
San Diego Gas & Electric March 2008 - March 2011
California Creative Solutions (CCS) January 2007 - January 2008
AXA Advisors 2003 - 2006
Skills
Social Networking, Microsoft Office, Event Planning, Fundraising, Public Speaking, PowerPoint, Payroll, Editing, Microsoft Excel, Leadership, Nonprofits, Strategic Planning, Outlook, Project Management, Blogging, Marketing, Social Media, Social Media Marketing, Management, Customer Service, Help Desk Support, Sales
Education
University of Phoenix 2011 — 2013
Business with Finance
Coleman College 2004 — 2004
Certification, Computer Office Applications
Ariel Serber Ariel Serber's AXA Advisors Experience November 2012 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
North Coast Financial Group, an office of MetLife August 2010 - October 2012
Venture Benefits April 2010 - July 2010
J. Peat & Associates January 2009 - March 2010
Central Securities November 2006 - December 2008
AXA Advisors September 2002 - November 2006
Direct Marketing Association 2000 - 2001
Skills
Financial Services, Employee Benefits, Portfolio Management, Financial Advisory, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Networking
Education
City University of New York-Brooklyn College 1996 — 2000
The Hebrew University 1999 — 1999
AXA Advisors November 2012 - Present
North Coast Financial Group, an office of MetLife August 2010 - October 2012
Venture Benefits April 2010 - July 2010
J. Peat & Associates January 2009 - March 2010
Central Securities November 2006 - December 2008
AXA Advisors September 2002 - November 2006
Direct Marketing Association 2000 - 2001
Skills
Financial Services, Employee Benefits, Portfolio Management, Financial Advisory, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Networking
Education
City University of New York-Brooklyn College 1996 — 2000
The Hebrew University 1999 — 1999
Stephen Christoffersen, CFA's AXA Advisors Experience April 2009 - March 2011
Job Regional Director and YCharts Enthusiast
Industry Financial Services
Experience
YCharts, Inc. August 2015 - Present
Interactive Data - BondEdge Solutions February 2011 - August 2015
AXA Advisors April 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Estate Planning, Portfolio Management, Market Data, Asset Managment, Asset Management, Securities, Investments, Financial Advisory, Wealth Management, Capital Markets, Financial Services, Retirement, Financial Markets, Bonds, Trading, Finance, Mutual Funds, Series 7, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Derivatives, Series 63, Options, Investment Strategies, Financial Modeling, Financial Analysis, Risk Management
Education
UNLV 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance, 3.8
Charles University in Prague 2006 — 2006
Finance
YCharts, Inc. August 2015 - Present
Interactive Data - BondEdge Solutions February 2011 - August 2015
AXA Advisors April 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Estate Planning, Portfolio Management, Market Data, Asset Managment, Asset Management, Securities, Investments, Financial Advisory, Wealth Management, Capital Markets, Financial Services, Retirement, Financial Markets, Bonds, Trading, Finance, Mutual Funds, Series 7, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Derivatives, Series 63, Options, Investment Strategies, Financial Modeling, Financial Analysis, Risk Management
Education
UNLV 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance, 3.8
Charles University in Prague 2006 — 2006
Finance
Robert Bratman's AXA Advisors Experience May 2010 - September 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Lauren Ashley Sitler's AXA Advisors Experience June 2013 - August 2013
Job Guest Services Representative at Body Zone Sports and Wellness Complex
Industry Sports
Experience
Body Zone Sports & Wellness Complex September 2015 - Present
Reading Fightin Phils April 2015 - July 2015
Chestnut Hill College Equestrian Team August 2013 - May 2015
Le Bella Donna Bridal February 2015 - April 2015
Chestnut Hill College February 2014 - March 2014
AXA Advisors June 2013 - August 2013
Seton Hill University January 2012 - August 2013
Skills
Microsoft Word, Sales, Teamwork, Social Networking, PowerPoint, Social Media Marketing, Social Media, Marketing, Customer Service
Education
Chestnut Hill College 2013 — 2015
Bachelor of Science, Marketing and Business Adminstration, 3.8 Magna Cum Laude Graduate
Seton Hill University 2010 — 2013
Bachelor of Science (B.S.), Marketing and Human Resource Majors, Legal Studies Minor, 3.5
Body Zone Sports & Wellness Complex September 2015 - Present
Reading Fightin Phils April 2015 - July 2015
Chestnut Hill College Equestrian Team August 2013 - May 2015
Le Bella Donna Bridal February 2015 - April 2015
Chestnut Hill College February 2014 - March 2014
AXA Advisors June 2013 - August 2013
Seton Hill University January 2012 - August 2013
Skills
Microsoft Word, Sales, Teamwork, Social Networking, PowerPoint, Social Media Marketing, Social Media, Marketing, Customer Service
Education
Chestnut Hill College 2013 — 2015
Bachelor of Science, Marketing and Business Adminstration, 3.8 Magna Cum Laude Graduate
Seton Hill University 2010 — 2013
Bachelor of Science (B.S.), Marketing and Human Resource Majors, Legal Studies Minor, 3.5
Derek Keller's AXA Advisors Experience July 2006 - September 2010
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
AXA Advisors July 2006 - September 2010
Wichita State University 1993 - 2006
Skills
Investments, Financial Services, Estate Planning, Retirement, Marketing, Financial Advisory, Social Networking, Public Speaking, Finance, Life Insurance, Succession Planning, Graphic Design, Employee Benefits, Strategic Planning
Education
College for Financial Planning 2013 — 2013
CRPC® or Chartered Retirement Planning Counselor, Finance, B
Wichita State University 1986 — 1991
BBA, MBA
Wichita West Hight School 1983 — 1986
Merrill Lynch September 2010 - Present
AXA Advisors July 2006 - September 2010
Wichita State University 1993 - 2006
Skills
Investments, Financial Services, Estate Planning, Retirement, Marketing, Financial Advisory, Social Networking, Public Speaking, Finance, Life Insurance, Succession Planning, Graphic Design, Employee Benefits, Strategic Planning
Education
College for Financial Planning 2013 — 2013
CRPC® or Chartered Retirement Planning Counselor, Finance, B
Wichita State University 1986 — 1991
BBA, MBA
Wichita West Hight School 1983 — 1986
Mike Loschiavo's AXA Advisors Experience September 2000 - August 2001
Job VP SMA Client Administration Manager JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management April 2010 - Present
Prudential Financial August 2001 - October 2009
AXA Advisors September 2000 - August 2001
Prudential Financial January 1992 - August 2000
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Financial Services, Series 63, Securities, Fixed Income, Asset Managment, Alternative Investments, Equities, Hedge Funds, Series 24, Asset Allocation, FINRA, Portfolio Management, ETFs, Bloomberg, Capital Markets, Bonds, Trading, Retirement Planning, Management, Separately Managed..., Unified Managed Accounts, Asset Management, Project Management
Education
City University of New York-College of Staten Island 1986 — 1989
JP Morgan Asset Management April 2010 - Present
Prudential Financial August 2001 - October 2009
AXA Advisors September 2000 - August 2001
Prudential Financial January 1992 - August 2000
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Financial Services, Series 63, Securities, Fixed Income, Asset Managment, Alternative Investments, Equities, Hedge Funds, Series 24, Asset Allocation, FINRA, Portfolio Management, ETFs, Bloomberg, Capital Markets, Bonds, Trading, Retirement Planning, Management, Separately Managed..., Unified Managed Accounts, Asset Management, Project Management
Education
City University of New York-College of Staten Island 1986 — 1989
Damon Willis's AXA Advisors Experience October 2008 - November 2009
Job MBA Candidate 2016 | Supply Chain Management
Industry Logistics and Supply Chain
Experience
University Innovation Fellows February 2015 - Present
Clark Atlanta University June 2014 - Present
Fiat Chrysler Automobiles (FCA) May 2015 - August 2015
Fremont County District #38 September 2011 - May 2014
AXA Advisors October 2008 - November 2009
Skills
Real Estate, Investments, Small Business, Leadership, Strategy, Finance, Public Speaking, Management, Microsoft Excel, Financial Analysis, Team Building, Customer Service, Training, Microsoft Office, PowerPoint
Education
Clark Atlanta University 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management, 4.0
University of Wyoming 2011 — 2013
Bachelor of Arts (B.A.), Social Sciences, 3.24 GPA
Santa Monica College 2010 — 2011
General Studies
Clark Atlanta University
University Innovation Fellows February 2015 - Present
Clark Atlanta University June 2014 - Present
Fiat Chrysler Automobiles (FCA) May 2015 - August 2015
Fremont County District #38 September 2011 - May 2014
AXA Advisors October 2008 - November 2009
Skills
Real Estate, Investments, Small Business, Leadership, Strategy, Finance, Public Speaking, Management, Microsoft Excel, Financial Analysis, Team Building, Customer Service, Training, Microsoft Office, PowerPoint
Education
Clark Atlanta University 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management, 4.0
University of Wyoming 2011 — 2013
Bachelor of Arts (B.A.), Social Sciences, 3.24 GPA
Santa Monica College 2010 — 2011
General Studies
Clark Atlanta University
Byron Earnheart's AXA Advisors Experience August 2006 - October 2008
Job Loan OfficerFirst Security Bank, Tunica
Industry Banking
Experience
First Security Bank July 2014 - Present
Earnheart Management, LLC June 2014 - Present
Covenant Bank April 2011 - May 2014
Christian Interactive Solutions September 2010 - September 2012
Hartford Life November 2008 - September 2010
AXA Advisors August 2006 - October 2008
Union Planters Bank 2004 - 2006
Skills
Small Business Lending, Financial Risk, Sales Management, Economic Development, Customer Retention, Financial Analysis, Consumer lending, Commercial Lending, Consumer Lending, Investments, Community Development, Strategic Planning, Real Estate, Loans, Credit, Discipleship, Commercial Banking, Credit Analysis, Team Leadership, Budgets, Fixed Annuities, Small Business, Forecasting, Operations Management, Business Analysis, Team Building, Customer Service, New Business Development, Commercial Mortgages, Sales, Community Outreach, Banking, Asset Based Lending, Loan Origination, Retail Banking, Finance, Financial Services, Cash Management, Risk Management
Education
Christian Brothers University 2004 — 2006
MBA, Management
University of Tennessee-Knoxville 1998 — 2002
Finance, Banking, Insurance, and Investments
University of Tennessee-Knoxville - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Finance, General
First Security Bank July 2014 - Present
Earnheart Management, LLC June 2014 - Present
Covenant Bank April 2011 - May 2014
Christian Interactive Solutions September 2010 - September 2012
Hartford Life November 2008 - September 2010
AXA Advisors August 2006 - October 2008
Union Planters Bank 2004 - 2006
Skills
Small Business Lending, Financial Risk, Sales Management, Economic Development, Customer Retention, Financial Analysis, Consumer lending, Commercial Lending, Consumer Lending, Investments, Community Development, Strategic Planning, Real Estate, Loans, Credit, Discipleship, Commercial Banking, Credit Analysis, Team Leadership, Budgets, Fixed Annuities, Small Business, Forecasting, Operations Management, Business Analysis, Team Building, Customer Service, New Business Development, Commercial Mortgages, Sales, Community Outreach, Banking, Asset Based Lending, Loan Origination, Retail Banking, Finance, Financial Services, Cash Management, Risk Management
Education
Christian Brothers University 2004 — 2006
MBA, Management
University of Tennessee-Knoxville 1998 — 2002
Finance, Banking, Insurance, and Investments
University of Tennessee-Knoxville - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Finance, General
Alex Nikolenko's AXA Advisors Experience October 1998 - Present
Job Finacial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1998 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 1998
MBA, Finance/Marketing
AXA Advisors October 1998 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 1998
MBA, Finance/Marketing
Nick Nicholas_Pietromonico's AXA Advisors Experience 2002 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors 2002 - Present
Education
City University of New York-College of Staten Island 1978 — 1978
AXA Advisors 2002 - Present
Education
City University of New York-College of Staten Island 1978 — 1978
Michael Soeder's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Willoughby Supply co, inc. October 2005 - June 2012
Skills
Contract Negotiation, Sales Management, Building Materials, Sales, Cold Calling, Negotiation, Customer Service, Inventory Management, Strategic Planning, Marketing, Selling
Education
Cleveland State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
University of Dayton 1998 — 2001
Finance, General
St. Ignatius High School 1994 — 1998
AXA Advisors September 2014 - Present
Willoughby Supply co, inc. October 2005 - June 2012
Skills
Contract Negotiation, Sales Management, Building Materials, Sales, Cold Calling, Negotiation, Customer Service, Inventory Management, Strategic Planning, Marketing, Selling
Education
Cleveland State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
University of Dayton 1998 — 2001
Finance, General
St. Ignatius High School 1994 — 1998
Juliet Warner's AXA Advisors Experience October 2007 - July 2008
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate December 2010 - April 2013
JP Morgan Chase August 2009 - December 2010
Allstate Insurance August 2008 - July 2009
AXA Advisors October 2007 - July 2008
quicken loans 2006 - 2007
Skills
Series 63
Education
Central Michigan University 2001 — 2006
Entrepreneurship and Hospitality
Allstate December 2010 - April 2013
JP Morgan Chase August 2009 - December 2010
Allstate Insurance August 2008 - July 2009
AXA Advisors October 2007 - July 2008
quicken loans 2006 - 2007
Skills
Series 63
Education
Central Michigan University 2001 — 2006
Entrepreneurship and Hospitality
Andy Schryver's AXA Advisors Experience June 2003 - July 2004
Job Director of Development at The Humanities Foundation, Inc. & James Doran Company
Industry Real Estate
Experience
The Humanities Foundation, Inc. & James Doran Company February 2014 - Present
The Humanities Foundation, Inc. & James Doran Company February 2013 - February 2014
The Humanities Foundation, Inc. & James Doran Company June 2011 - January 2013
Trademark Properties March 2006 - June 2011
Trademark Properties August 2004 - March 2006
AXA Advisors June 2003 - July 2004
Skills
Investments, Real Estate Development, Real Estate, Investment Properties, Finance, Real Estate Transactions, Real Estate Economics
Education
Clemson University 1998 — 2002
BS, Finance with Concentration in Real Estate
Bishop England High School 1994 — 1998
The Humanities Foundation, Inc. & James Doran Company February 2014 - Present
The Humanities Foundation, Inc. & James Doran Company February 2013 - February 2014
The Humanities Foundation, Inc. & James Doran Company June 2011 - January 2013
Trademark Properties March 2006 - June 2011
Trademark Properties August 2004 - March 2006
AXA Advisors June 2003 - July 2004
Skills
Investments, Real Estate Development, Real Estate, Investment Properties, Finance, Real Estate Transactions, Real Estate Economics
Education
Clemson University 1998 — 2002
BS, Finance with Concentration in Real Estate
Bishop England High School 1994 — 1998
Paul Spassoff's AXA Advisors Experience 2004 - 2008
Job President, Eventus Financial Services
Industry Financial Services
Experience
Eventus Financial Services 2009 - Present
United Planners 2009 - 2011
AXA Advisors 2004 - 2008
American Express Financial Advisors 2002 - 2003
Education
College for Financial Planning 2005 — 2007
Personal Financial Planning
Eventus Financial Services 2009 - Present
United Planners 2009 - 2011
AXA Advisors 2004 - 2008
American Express Financial Advisors 2002 - 2003
Education
College for Financial Planning 2005 — 2007
Personal Financial Planning
Richard Kalina's AXA Advisors Experience July 2005 - November 2008
Job Partner at Diversified Wealth Strategies, LLC
Industry Financial Services
Experience
Diversified Wealth Strategies, LLC October 2008 - Present
Seed Capital Fund of CNY, LLC 2007 - Present
RIK Associates Ltd. February 1986 - Present
AXA Advisors July 2005 - November 2008
Mony 1985 - 2005
Holly Construction April 1983 - June 1984
Tank Service, Inc. April 1977 - April 1983
Chicago Bridge and Iron Co. September 1974 - April 1977
State of New Hampshire, Construction Division October 1972 - September 1974
Skills
Estate Planning, Wealth Management, Strategic Financial..., Investments, Strategic Planning, Securities, Wealth Management..., Retirement Planning, Financial Services
Education
Clarkson University 1967 — 1972
BS, Civil Engineering
American College 1988 — 1991
MS, Financial Services
NCS 1956 — 1963
Diversified Wealth Strategies, LLC October 2008 - Present
Seed Capital Fund of CNY, LLC 2007 - Present
RIK Associates Ltd. February 1986 - Present
AXA Advisors July 2005 - November 2008
Mony 1985 - 2005
Holly Construction April 1983 - June 1984
Tank Service, Inc. April 1977 - April 1983
Chicago Bridge and Iron Co. September 1974 - April 1977
State of New Hampshire, Construction Division October 1972 - September 1974
Skills
Estate Planning, Wealth Management, Strategic Financial..., Investments, Strategic Planning, Securities, Wealth Management..., Retirement Planning, Financial Services
Education
Clarkson University 1967 — 1972
BS, Civil Engineering
American College 1988 — 1991
MS, Financial Services
NCS 1956 — 1963
Cornelia O'Grady's AXA Advisors Experience December 2008 - March 2010
Job Senior Consultant at Termine Group
Industry Management Consulting
Experience
The Termine Group January 2005 - Present
AXA Advisors December 2008 - March 2010
Ameriprise Financial January 2003 - December 2008
Waterbearer Productions, LLC January 1993 - January 2005
Home Box Office, Inc. October 1991 - October 1998
Skills
Finance, Insurance
Education
New York University 1995 — 1998
M.A., Communications
Lake Forest College 1987 — 1991
B.A., Art History
St. George's School 1984 — 1987
College for Financial Planning
Designation, Chartered Retirement Financial Counselor
DeVry University
Certificate, Information Technology
The Termine Group January 2005 - Present
AXA Advisors December 2008 - March 2010
Ameriprise Financial January 2003 - December 2008
Waterbearer Productions, LLC January 1993 - January 2005
Home Box Office, Inc. October 1991 - October 1998
Skills
Finance, Insurance
Education
New York University 1995 — 1998
M.A., Communications
Lake Forest College 1987 — 1991
B.A., Art History
St. George's School 1984 — 1987
College for Financial Planning
Designation, Chartered Retirement Financial Counselor
DeVry University
Certificate, Information Technology
Stephen R. Sebold's AXA Advisors Experience June 2001 - Present
Job
Industry Financial Services
Experience
AXA Advisors June 2001 - Present
Royal Alliance April 2000 - January 2001
AllianceBernstein 1998 - 2000
Skills
Series 7, Mutual Funds, Series 24
Education
City University of New York-Brooklyn College 1984 — 1989
BA, Political Science
Lafayette High School
AXA Advisors June 2001 - Present
Royal Alliance April 2000 - January 2001
AllianceBernstein 1998 - 2000
Skills
Series 7, Mutual Funds, Series 24
Education
City University of New York-Brooklyn College 1984 — 1989
BA, Political Science
Lafayette High School
Nibondh Vacharat's AXA Advisors Experience
Job Prof. Medical Interpreter and Health Insurance Advisor
Industry Financial Services
Experience
AXA Advisors
Skills
Insurance, Health Insurance, Retirement Planning, Series 7, Disability Insurance, Retirement, 401k, Life Insurance, Fixed Annuities, Securities
Education
Wills Eye Hospital, Philadelphia,PA 1971 — 1972
Glaucoma
Residency in Ophthalmology, St. Luke Hospital, New York, NY 1967 — 1970
Ophthalmologist, Ophthalmology
Siriraj Medical School, Thailand 1959 — 1963
Doctor of Medicine (MD)
Chulalongkorn Mahawitthayalai 1957 — 1959
Pre- Medical, Science
AXA Advisors
Skills
Insurance, Health Insurance, Retirement Planning, Series 7, Disability Insurance, Retirement, 401k, Life Insurance, Fixed Annuities, Securities
Education
Wills Eye Hospital, Philadelphia,PA 1971 — 1972
Glaucoma
Residency in Ophthalmology, St. Luke Hospital, New York, NY 1967 — 1970
Ophthalmologist, Ophthalmology
Siriraj Medical School, Thailand 1959 — 1963
Doctor of Medicine (MD)
Chulalongkorn Mahawitthayalai 1957 — 1959
Pre- Medical, Science
Robert Hermo's AXA Advisors Experience 2009 - 2009
Job International Tax at Walmart
Industry Accounting
Experience
Walmart July 2014 - Present
Deloitte December 2012 - July 2014
KPMG May 2011 - December 2012
Port Jervis School District October 2006 - January 2009
AXA Advisors 2009 - 2009
Skills
Accounting, Tax, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Finance, Financial Reporting, Financial Accounting, Auditing, Corptax Office
Education
Rutgers University
BS,BA, Accounting, English
Clarion University of Pennsylvania 2004 — 2006
Accounting and Business Administration
Walmart July 2014 - Present
Deloitte December 2012 - July 2014
KPMG May 2011 - December 2012
Port Jervis School District October 2006 - January 2009
AXA Advisors 2009 - 2009
Skills
Accounting, Tax, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Finance, Financial Reporting, Financial Accounting, Auditing, Corptax Office
Education
Rutgers University
BS,BA, Accounting, English
Clarion University of Pennsylvania 2004 — 2006
Accounting and Business Administration
Chris DeHoag's AXA Advisors Experience March 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2006 - Present
PNC Investments June 2001 - March 2006
Education
University of Louisville 2002 — 2008
MBA, Business
Centre College 1996 — 2000
BS, Economics
AXA Advisors March 2006 - Present
PNC Investments June 2001 - March 2006
Education
University of Louisville 2002 — 2008
MBA, Business
Centre College 1996 — 2000
BS, Economics
Timothy J. Dunigan's AXA Advisors Experience August 2015 - Present
Job Regional Vice President, Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
AXA Advisors November 2011 - Present
Chapman University February 2010 - December 2010
Liberty Mutual June 2010 - September 2010
Citibank November 2008 - June 2009
Security Bank of California June 2007 - August 2007
Burnham Real Estate September 2006 - January 2007
Skills
Wealth Management, Financial Analysis, Wealth Distribution..., Risk Management..., CalSTRS, Intergenerational..., Multi-generational..., Qualified Retirement..., Pension Systems, CalPERS, Financial Services..., Marketing Strategy, Microsoft Excel, Business Insurance..., Key Person Insurance...
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
B.S. in Business Adminitration, Finance, Marketing, Entrepreneurship
University of San Diego
N/A, Accounting, Real Estate, Marketing
AXA Advisors August 2015 - Present
AXA Advisors November 2011 - Present
Chapman University February 2010 - December 2010
Liberty Mutual June 2010 - September 2010
Citibank November 2008 - June 2009
Security Bank of California June 2007 - August 2007
Burnham Real Estate September 2006 - January 2007
Skills
Wealth Management, Financial Analysis, Wealth Distribution..., Risk Management..., CalSTRS, Intergenerational..., Multi-generational..., Qualified Retirement..., Pension Systems, CalPERS, Financial Services..., Marketing Strategy, Microsoft Excel, Business Insurance..., Key Person Insurance...
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
B.S. in Business Adminitration, Finance, Marketing, Entrepreneurship
University of San Diego
N/A, Accounting, Real Estate, Marketing
Yusi (Grace) Ge's AXA Advisors Experience August 2010 - January 2011
Job Open to opportunities as finance/accounting jobs
Industry Financial Services
Experience
AXA Advisors August 2010 - January 2011
ICBC (Asia) July 2007 - December 2007
Chongqing Commercial Bank January 2007 - June 2007
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Microsoft Office, Financial Reporting, Financial Modeling, Accounts Receivable, Account Reconciliation, Tax, Financial Risk, SAP, Coordination, Corporate Finance, Analysis
Education
The University of Texas at Dallas 2009 — 2011
M.Sc, Accounting, Graduate GPA: 3.8/4.0
The University of Texas at Dallas 2008 — 2010
M.Sc, Finance, Graduate GPA: 3.6/4.0
Chongqing University 2003 — 2007
Bachelor of Economics, School of Economics and Business Administration, GPA 3.8/4.0
AXA Advisors August 2010 - January 2011
ICBC (Asia) July 2007 - December 2007
Chongqing Commercial Bank January 2007 - June 2007
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Microsoft Office, Financial Reporting, Financial Modeling, Accounts Receivable, Account Reconciliation, Tax, Financial Risk, SAP, Coordination, Corporate Finance, Analysis
Education
The University of Texas at Dallas 2009 — 2011
M.Sc, Accounting, Graduate GPA: 3.8/4.0
The University of Texas at Dallas 2008 — 2010
M.Sc, Finance, Graduate GPA: 3.6/4.0
Chongqing University 2003 — 2007
Bachelor of Economics, School of Economics and Business Administration, GPA 3.8/4.0
Alex Nikolenko's AXA Advisors Experience April 1999 - February 2011
Job Registered Representative at The Leaders Group
Industry Financial Services
Experience
The Leaders Group March 2011 - Present
Total Financial Group 2011 - Present
Total Financial Group 2011 - Present
AXA Advisors April 1999 - February 2011
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Asset Management, Asset Allocation, Investments, Equities, Mutual Funds, Securities, Portfolio Management, Pensions, Fixed Annuities, Insurance, Simple IRA, SEP IRA, Roth IRA, 401k Rollovers, Equity Indexed Annuities, Variable Annuities, Risk Management, Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Comprehensive Planning, Investment Advisory, Financial Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 1998
Master of Business Administration (MBA), Finance and Marketing
Kyiv National Taras Shevchenko University 1983 — 1990
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
The Leaders Group March 2011 - Present
Total Financial Group 2011 - Present
Total Financial Group 2011 - Present
AXA Advisors April 1999 - February 2011
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Asset Management, Asset Allocation, Investments, Equities, Mutual Funds, Securities, Portfolio Management, Pensions, Fixed Annuities, Insurance, Simple IRA, SEP IRA, Roth IRA, 401k Rollovers, Equity Indexed Annuities, Variable Annuities, Risk Management, Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Comprehensive Planning, Investment Advisory, Financial Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 1998
Master of Business Administration (MBA), Finance and Marketing
Kyiv National Taras Shevchenko University 1983 — 1990
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Fritz Vilton's AXA Advisors Experience 2006 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
AXA Advisors 2006 - 2009
Skills
Wealth Management, Estate Planning, Investments, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Customer Relations, Securities, Small Business, Online Marketing, Business Planning, Compliance, Business Strategy, New Business Development, Strategic Planning, Equities, Banking, Digital Media, Strategic Financial...
Education
Brooklyn College
B.S., Business Management & Finance
AXA Advisors 2006 - 2009
Skills
Wealth Management, Estate Planning, Investments, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Customer Relations, Securities, Small Business, Online Marketing, Business Planning, Compliance, Business Strategy, New Business Development, Strategic Planning, Equities, Banking, Digital Media, Strategic Financial...
Education
Brooklyn College
B.S., Business Management & Finance
Eugene Markovich's AXA Advisors Experience September 2009 - February 2010
Job M&A Intern at Clairfield Partners
Industry Investment Banking
Experience
Clairfield International February 2011 - June 2011
WTS Proprietary Trading Group, LLC November 2010 - January 2011
Arcadia Capital Advisors, LLC March 2010 - May 2010
AXA Advisors September 2009 - February 2010
Education
City University of New York-Brooklyn College 2008 — 2011
B.S., Accounting and B.M.F.
Clairfield International February 2011 - June 2011
WTS Proprietary Trading Group, LLC November 2010 - January 2011
Arcadia Capital Advisors, LLC March 2010 - May 2010
AXA Advisors September 2009 - February 2010
Education
City University of New York-Brooklyn College 2008 — 2011
B.S., Accounting and B.M.F.
C. Brant Steck, CFP®'s AXA Advisors Experience 2006 - 2007
Job Vice President of Brokerage Unlimited, Inc.
Industry Financial Services
Experience
Brokerage Unlimited, Inc. July 2008 - Present
AXA Advisors 2006 - 2007
Skills
Financial Services, Insurance, Life Insurance, Fixed Annuities, General Insurance, Strategic Planning, Financial Planners, Estate Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Planning
Education
Truman State University 2001 — 2004
Bachelor of Arts (BA)
College for Financial Planning 2011 — 2012
CERTIFIED FINANCIAL PLANNER™ Educational Requirements Training
Brokerage Unlimited, Inc. July 2008 - Present
AXA Advisors 2006 - 2007
Skills
Financial Services, Insurance, Life Insurance, Fixed Annuities, General Insurance, Strategic Planning, Financial Planners, Estate Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Planning
Education
Truman State University 2001 — 2004
Bachelor of Arts (BA)
College for Financial Planning 2011 — 2012
CERTIFIED FINANCIAL PLANNER™ Educational Requirements Training
Aleksandr Zakharin's AXA Advisors Experience June 2011 - July 2012
Job Accounts Receivable Analyst/ Leasing Coordinator
Industry Real Estate
Experience
Vanbarton Group LLC October 2013 - Present
Credit Suisse August 2012 - December 2012
AXA Advisors June 2011 - July 2012
Skills
Analysis, SQL, Time Management, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Access, Microsoft Office, Microsoft Word, Account Reconciliation, Accounting, Financial Modeling, Financial Reporting, Marketing Strategy, Strategic Financial..., Outlook, Accounts Receivable, Accounts Payable, Forecasting
Education
City University of New York-Brooklyn College 2007 — 2010
Business Management and Finance, Finance
Vanbarton Group LLC October 2013 - Present
Credit Suisse August 2012 - December 2012
AXA Advisors June 2011 - July 2012
Skills
Analysis, SQL, Time Management, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Access, Microsoft Office, Microsoft Word, Account Reconciliation, Accounting, Financial Modeling, Financial Reporting, Marketing Strategy, Strategic Financial..., Outlook, Accounts Receivable, Accounts Payable, Forecasting
Education
City University of New York-Brooklyn College 2007 — 2010
Business Management and Finance, Finance
Nancy Quartararo's AXA Advisors Experience November 2000 - April 2002
Job Product Manager at Citi
Industry Financial Services
Experience
Citi August 2008 - Present
Citi Global Wealth Management April 2002 - August 2008
AXA Advisors November 2000 - April 2002
Sanford C. Bernstein June 1997 - November 2000
Skills
Equities, Fixed Income
Education
Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Citi August 2008 - Present
Citi Global Wealth Management April 2002 - August 2008
AXA Advisors November 2000 - April 2002
Sanford C. Bernstein June 1997 - November 2000
Skills
Equities, Fixed Income
Education
Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Brandon Kerner's AXA Advisors Experience 2007 - 2008
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Anthony Mikulec's AXA Advisors Experience February 2008 - February 2009
Job at anthony.mikulec@sentry.com
Industry Insurance
Experience
Sentry Insurance August 2014 - Present
The Private Bank And Trust Company October 2013 - July 2014
The Private Bank And Trust Company March 2011 - October 2013
JPMorgan Chase February 2009 - February 2011
AXA Advisors February 2008 - February 2009
Skills
Credit, Loans, Finance, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Loan Origination, Commercial Lending, Mortgage Banking, Insurance, Credit Risk, Consumer Lending, Underwriting, Commercial Insurance, Workers Compensation, Life Insurance, 401k, Group Insurance
Education
Central Michigan University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Central Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Sports Studies
Sentry Insurance August 2014 - Present
The Private Bank And Trust Company October 2013 - July 2014
The Private Bank And Trust Company March 2011 - October 2013
JPMorgan Chase February 2009 - February 2011
AXA Advisors February 2008 - February 2009
Skills
Credit, Loans, Finance, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Loan Origination, Commercial Lending, Mortgage Banking, Insurance, Credit Risk, Consumer Lending, Underwriting, Commercial Insurance, Workers Compensation, Life Insurance, 401k, Group Insurance
Education
Central Michigan University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Central Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Sports Studies
Brent Elam's AXA Advisors Experience March 2009 - March 2012
Job Owner of Roka Liqueur
Industry Food & Beverages
Experience
Rokabev September 2009 - Present
AXA Advisors March 2009 - March 2012
Northwestern Mutual May 2008 - February 2009
Skills
Strategic Financial..., Financial Analysis, Portfolio Management, Business Planning, Marketing, Sales, New Business Development, Mutual Funds, Finance, Budgets, Customer Service, Small Business, Negotiation, Team Building, Financial Planning, Marketing Strategy, Social Media Marketing, Business Development
Education
Clemson University - College of Business and Behavioral Science 1997 — 2001
BS, Sports Marketing
Hilton Head High School 1994 — 1997
Rokabev September 2009 - Present
AXA Advisors March 2009 - March 2012
Northwestern Mutual May 2008 - February 2009
Skills
Strategic Financial..., Financial Analysis, Portfolio Management, Business Planning, Marketing, Sales, New Business Development, Mutual Funds, Finance, Budgets, Customer Service, Small Business, Negotiation, Team Building, Financial Planning, Marketing Strategy, Social Media Marketing, Business Development
Education
Clemson University - College of Business and Behavioral Science 1997 — 2001
BS, Sports Marketing
Hilton Head High School 1994 — 1997
Donna Angel's AXA Advisors Experience June 2006 - March 2013
Job Business Development and Transition/OnBoarding Specialist in Insurance and BrokerDealer Services
Industry Financial Services
Experience
In Transition June 2013 - January 2014
AXA Advisors June 2006 - March 2013
The MONY Group June 2002 - January 2005
Skills
Microsoft Office, Customer Service, Team Leadership, Team Building, Microsoft Excel, Training, Marketing, System Administration, Change Management, Recruiting, Budgets, Program Management, Finance, Financial Services, Management, Insurance, Mutual Funds, Investments
Education
City Colleges of Chicago-Richard J Daley College
Business Administration and Management, General
Lourdes High School, Chicago, IL
In Transition June 2013 - January 2014
AXA Advisors June 2006 - March 2013
The MONY Group June 2002 - January 2005
Skills
Microsoft Office, Customer Service, Team Leadership, Team Building, Microsoft Excel, Training, Marketing, System Administration, Change Management, Recruiting, Budgets, Program Management, Finance, Financial Services, Management, Insurance, Mutual Funds, Investments
Education
City Colleges of Chicago-Richard J Daley College
Business Administration and Management, General
Lourdes High School, Chicago, IL
Fatima Nuritova's AXA Advisors Experience December 2012 - March 2013
Job
Industry Accounting
Experience
Etsy March 2015 - Present
Douglas Elliman Property Management August 2014 - September 2014
Avenues: The World School August 2013 - March 2014
AXA Advisors December 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Yardi Voyager
Education
City University of New York-Brooklyn College 2011 — 2014
Bachelor's Degree, Accounting and Business/Management
Etsy March 2015 - Present
Douglas Elliman Property Management August 2014 - September 2014
Avenues: The World School August 2013 - March 2014
AXA Advisors December 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Yardi Voyager
Education
City University of New York-Brooklyn College 2011 — 2014
Bachelor's Degree, Accounting and Business/Management
Walter Huff's AXA Advisors Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
Axa Advisors,LLC January 2011 - January 2012
Charels Seller Insurances April 2004 - April 2011
Charles Sellers and Associates April 2004 - April 2010
Charles J. Sellers & Co, Inc January 2004 - January 2010
Combined Life Insurance January 2002 - January 2004
Burlington Shoes September 2001 - January 2004
Dollar Express January 1998 - August 2001
Skills
Health Insurance, Risk Management, Microsoft Excel, Credit, PowerPoint, Tax-advantaged..., Outlook, Mortgage Lending
Education
John Jay College of Criminal Justice 1983 — 1987
Bachlors of Science, Forensic Science
John J. University
Bachelor of science; Associate of Applied Science, Criminal Justice
Corning Community College 1980 — 1982
assocates degree, Crimnal Justice
AXA Advisors April 2011 - Present
Axa Advisors,LLC January 2011 - January 2012
Charels Seller Insurances April 2004 - April 2011
Charles Sellers and Associates April 2004 - April 2010
Charles J. Sellers & Co, Inc January 2004 - January 2010
Combined Life Insurance January 2002 - January 2004
Burlington Shoes September 2001 - January 2004
Dollar Express January 1998 - August 2001
Skills
Health Insurance, Risk Management, Microsoft Excel, Credit, PowerPoint, Tax-advantaged..., Outlook, Mortgage Lending
Education
John Jay College of Criminal Justice 1983 — 1987
Bachlors of Science, Forensic Science
John J. University
Bachelor of science; Associate of Applied Science, Criminal Justice
Corning Community College 1980 — 1982
assocates degree, Crimnal Justice
Philipp Schmuecker's AXA Advisors Experience July 2013 - August 2013
Job Investment Analyst at Pomona College
Industry Investment Banking
Experience
Pomona College August 2012 - Present
Goldman Sachs June 2015 - August 2015
AXA Advisors July 2013 - August 2013
CGU Center for Neuroeconomic Studies June 2013 - June 2013
Interior Fitting Pfluecke July 2012 - August 2012
Max Planck Institute for Foreign and International Criminal Law June 2012 - June 2012
Ralph Lauren GmbH August 2011 - August 2011
Skills
Financial Statement..., Accounting, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, WordPress, French, German, Management, Project Management, Product Development, Product Management, Financial Modeling, VBA, R, STATA, Wealth Management, Financial Advisory, Portfolio Performance..., Portfolio Assessment, Financial Analysis
Education
Pomona College 2012 — 2016
Bachelor's degree, Mathematical Economics, Finance, Psychology
Claremont McKenna College
Harvard Business School
Middlebury College
UCLA Anderson School of Management
University of California, Berkeley, Haas School of Business
University of California, Los Angeles
University of Cambridge
University of Pennsylvania - The Wharton School
University of Southern California
Pomona College August 2012 - Present
Goldman Sachs June 2015 - August 2015
AXA Advisors July 2013 - August 2013
CGU Center for Neuroeconomic Studies June 2013 - June 2013
Interior Fitting Pfluecke July 2012 - August 2012
Max Planck Institute for Foreign and International Criminal Law June 2012 - June 2012
Ralph Lauren GmbH August 2011 - August 2011
Skills
Financial Statement..., Accounting, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, WordPress, French, German, Management, Project Management, Product Development, Product Management, Financial Modeling, VBA, R, STATA, Wealth Management, Financial Advisory, Portfolio Performance..., Portfolio Assessment, Financial Analysis
Education
Pomona College 2012 — 2016
Bachelor's degree, Mathematical Economics, Finance, Psychology
Claremont McKenna College
Harvard Business School
Middlebury College
UCLA Anderson School of Management
University of California, Berkeley, Haas School of Business
University of California, Los Angeles
University of Cambridge
University of Pennsylvania - The Wharton School
University of Southern California
Collin Herron's AXA Advisors Experience February 2009 - March 2010
Job Production Associate at BMW Manufacturing
Industry Automotive
Experience
BMW Manufacturing February 2014 - Present
MAU Workforce Solutions August 2011 - February 2014
Wells Fargo Advisors March 2010 - August 2011
AXA Advisors February 2009 - March 2010
Skills
Financial Accounting, Accounting, Property Management, Financial Statement..., Financial Analysis, Finance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2009
Bachelor of Science (BS), Financial Management
BMW Manufacturing February 2014 - Present
MAU Workforce Solutions August 2011 - February 2014
Wells Fargo Advisors March 2010 - August 2011
AXA Advisors February 2009 - March 2010
Skills
Financial Accounting, Accounting, Property Management, Financial Statement..., Financial Analysis, Finance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2009
Bachelor of Science (BS), Financial Management
Ammiel Mansa's AXA Advisors Experience May 2014 - September 2014
Job Operations Specialist
Industry Logistics and Supply Chain
Experience
Amazon.com Hazmat Product Specialist
AXA Advisors May 2014 - September 2014
The Home Depot March 2012 - September 2012
ACS, Inc February 2011 - January 2012
Miekos Fitness Clubs September 2007 - June 2008
Contemporary Services Co April 2005 - September 2006
FedEx Ground September 2005 - June 2006
Skills
Inventory Management, Teamwork, Supply Chain Management, Microsoft Excel, Bookkeeping, Logistics, Customer Service, QuickBooks, Procurement, Management, Accounting, Team Leadership, Microsoft Office, Purchasing, Supply Chain, Research, Sales, Financial Analysis, 10 Key, Corporate Tax, Economics, Inventory Control, Kaizen, Kanban, Lean Management, MRP, Forecasting, Case Analysis, Managerial Finance
Education
Central Washington University 2011 — 2013
Bachelor's of Science, Business Administration, Supply Chain
Highline College 2008 — 2011
Bookkeeping Certificate, Accounting Technology/Technician and Bookkeeping
Highline College 2008 — 2011
Associates in Arts, Accounting
Amazon.com Hazmat Product Specialist
AXA Advisors May 2014 - September 2014
The Home Depot March 2012 - September 2012
ACS, Inc February 2011 - January 2012
Miekos Fitness Clubs September 2007 - June 2008
Contemporary Services Co April 2005 - September 2006
FedEx Ground September 2005 - June 2006
Skills
Inventory Management, Teamwork, Supply Chain Management, Microsoft Excel, Bookkeeping, Logistics, Customer Service, QuickBooks, Procurement, Management, Accounting, Team Leadership, Microsoft Office, Purchasing, Supply Chain, Research, Sales, Financial Analysis, 10 Key, Corporate Tax, Economics, Inventory Control, Kaizen, Kanban, Lean Management, MRP, Forecasting, Case Analysis, Managerial Finance
Education
Central Washington University 2011 — 2013
Bachelor's of Science, Business Administration, Supply Chain
Highline College 2008 — 2011
Bookkeeping Certificate, Accounting Technology/Technician and Bookkeeping
Highline College 2008 — 2011
Associates in Arts, Accounting
Henry So's AXA Advisors Experience June 2014 - August 2014
Job Graduate from University of California, Berkeley
Industry Financial Services
Experience
AXA Advisors June 2014 - August 2014
MassMutual Financial Group September 2013 - January 2014
City and County of San Francisco August 2012 - December 2012
City College of San Francisco August 2010 - July 2012
Telenoo, Inc June 2011 - August 2011
Skills
Mathematics, Applied Mathematics, Statistics, Analysis, Microsoft Office, Actuarial Science, Operations Research, Mathematical Modeling, Financial Analysis, Microsoft Excel, Linear Programming, Data Analysis, Time Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, C++, Teamwork, Research, Investments, Statistical Modeling, Probability Theory, Decision Analysis, Operations Management, Microeconomics, Business Decision Making, Financial Advisory, Discrete Mathematics, Visual Studio, Entrepreneurship
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Applied Mathematics
City College of San Francisco 2009 — 2012
Mathematics and Physics
AXA Advisors June 2014 - August 2014
MassMutual Financial Group September 2013 - January 2014
City and County of San Francisco August 2012 - December 2012
City College of San Francisco August 2010 - July 2012
Telenoo, Inc June 2011 - August 2011
Skills
Mathematics, Applied Mathematics, Statistics, Analysis, Microsoft Office, Actuarial Science, Operations Research, Mathematical Modeling, Financial Analysis, Microsoft Excel, Linear Programming, Data Analysis, Time Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, C++, Teamwork, Research, Investments, Statistical Modeling, Probability Theory, Decision Analysis, Operations Management, Microeconomics, Business Decision Making, Financial Advisory, Discrete Mathematics, Visual Studio, Entrepreneurship
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Applied Mathematics
City College of San Francisco 2009 — 2012
Mathematics and Physics
Eric Holtzman's AXA Advisors Experience April 2012 - August 2012
Job Financial Services Rep at TD
Industry Banking
Experience
TD April 2013 - Present
TD September 2012 - April 2013
AXA Advisors April 2012 - August 2012
Brookstone Securities March 2012 - April 2012
Skills
Mortgage Lending, Retirement Planning, Fixed Annuities, Commercial Mortgages, Business Development, Banking, Home Equity Loans, Home Equity Lines of..., Investments, Financial Planning
Education
City University of New York-College of Staten Island 2010 — 2016
Master of Arts (M.A.), History, 3.86
Tottenville High School 2006 — 2010
Advanced Regents Diploma, 97.36
TD April 2013 - Present
TD September 2012 - April 2013
AXA Advisors April 2012 - August 2012
Brookstone Securities March 2012 - April 2012
Skills
Mortgage Lending, Retirement Planning, Fixed Annuities, Commercial Mortgages, Business Development, Banking, Home Equity Loans, Home Equity Lines of..., Investments, Financial Planning
Education
City University of New York-College of Staten Island 2010 — 2016
Master of Arts (M.A.), History, 3.86
Tottenville High School 2006 — 2010
Advanced Regents Diploma, 97.36
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO