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
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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
Melissa Gerckens Melissa Gerckens's AXA Advisors Experience September 2012 - April 2014
Job Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic January 2015 - Present
AXA Advisors September 2012 - April 2014
Residense of Mr. and Mrs. Jacob May 2010 - September 2012
XL Sports June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Series 7 license, Series 66 license, Life & Health Insurance...
Education
Susquehanna University 2007 — 2011
College for Financial Planning
Finance, General
RegentAtlantic January 2015 - Present
AXA Advisors September 2012 - April 2014
Residense of Mr. and Mrs. Jacob May 2010 - September 2012
XL Sports June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Series 7 license, Series 66 license, Life & Health Insurance...
Education
Susquehanna University 2007 — 2011
College for Financial Planning
Finance, General
Xiaorui(Elva) Su Xiaorui(Elva) Su's AXA Advisors Experience June 2013 - August 2013
Job Analyst at SGI Cambium, LLC
Industry Financial Services
Experience
SGI Cambium, LLC February 2015 - July 2015
Scarlet & Grey Financial January 2013 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Public Speaking, Research, Data Analysis, Microsoft Excel, Social Media, Marketing, Access, Mandarin, Microsoft Office, SPSS, Microsoft Word, Corporate Finance, Personal Finance, Financial, PowerPoint, Cantonese, Event Planning, Investments, StatTools, Minitab, Morningstar, Options, Futures, Financial Institutions, Global Finance, Financial Modeling, bloomberg, R Programming, Bloomberg Terminal, Capital IQ, Microsoft PowerPoint, Finance, Teamwork, Financial Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Science (MS)
The Ohio State University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.)
Columbia University in the City of New York 2015 — 2015
SGI Cambium, LLC February 2015 - July 2015
Scarlet & Grey Financial January 2013 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Public Speaking, Research, Data Analysis, Microsoft Excel, Social Media, Marketing, Access, Mandarin, Microsoft Office, SPSS, Microsoft Word, Corporate Finance, Personal Finance, Financial, PowerPoint, Cantonese, Event Planning, Investments, StatTools, Minitab, Morningstar, Options, Futures, Financial Institutions, Global Finance, Financial Modeling, bloomberg, R Programming, Bloomberg Terminal, Capital IQ, Microsoft PowerPoint, Finance, Teamwork, Financial Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Science (MS)
The Ohio State University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.)
Columbia University in the City of New York 2015 — 2015
Arnold Kim Arnold Kim's AXA Advisors Experience 2002 - 2003
Job Chief Operating Officer
Industry Wireless
Experience
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Edward Cuello Edward Cuello's AXA Advisors Experience June 2011 - October 2013
Job Latino Professional Network of Syracuse (LPNS) Founder
Industry Public Relations and Communications
Experience
LPNS March 2012 - Present
AXA Advisors June 2011 - October 2013
Westhill High School 2008 - 2011
RCPI Asset Recovery, Inc 1996 - 2002
Skills
Public Speaking, Nonprofits, Strategic Planning, Leadership, Fundraising, Research, Event Planning, Spanish
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Cultural Anthropology, English
Winston Churchill High School, Northfield Mount Hermon 1984 — 1988
LPNS March 2012 - Present
AXA Advisors June 2011 - October 2013
Westhill High School 2008 - 2011
RCPI Asset Recovery, Inc 1996 - 2002
Skills
Public Speaking, Nonprofits, Strategic Planning, Leadership, Fundraising, Research, Event Planning, Spanish
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Cultural Anthropology, English
Winston Churchill High School, Northfield Mount Hermon 1984 — 1988
TJ Tanberg TJ Tanberg's AXA Advisors Experience 2000 - 2004
Job Vice President of Sales at Certent
Industry Computer Software
Experience
Certent, Inc. April 2013 - Present
NetFactor June 2012 - April 2013
ReadyFUND$ Payroll Cards July 2011 - June 2012
Jones Lang LaSalle January 2008 - July 2011
Fisher Investments January 2007 - January 2008
Principal Financial Group January 2004 - December 2006
AXA Advisors 2000 - 2004
Skills
Leadership, Sales Process, Sales Operations, Strategic Planning, Start-ups, CRM, Sales Management, Salesforce.com, Management, Strategy, Sales Management..., Sales Coaching, Strategic Partnerships, SaaS, New Business Development, Recruiting, Direct Sales, B2B, Marketing, Sales, Contract Negotiation, Online Advertising, Business Planning, Inside Sales, Lead Generation, Strategic Sales Plans, Operations Management, Team Leadership, Customer Relations, SEO
Education
Colorado College 1994 — 1998
Psychology
Certent, Inc. April 2013 - Present
NetFactor June 2012 - April 2013
ReadyFUND$ Payroll Cards July 2011 - June 2012
Jones Lang LaSalle January 2008 - July 2011
Fisher Investments January 2007 - January 2008
Principal Financial Group January 2004 - December 2006
AXA Advisors 2000 - 2004
Skills
Leadership, Sales Process, Sales Operations, Strategic Planning, Start-ups, CRM, Sales Management, Salesforce.com, Management, Strategy, Sales Management..., Sales Coaching, Strategic Partnerships, SaaS, New Business Development, Recruiting, Direct Sales, B2B, Marketing, Sales, Contract Negotiation, Online Advertising, Business Planning, Inside Sales, Lead Generation, Strategic Sales Plans, Operations Management, Team Leadership, Customer Relations, SEO
Education
Colorado College 1994 — 1998
Psychology
Justin Kawcak Justin Kawcak's AXA Advisors Experience September 2013 - December 2014
Job Agent at 360 Insurance Company
Industry Financial Services
Experience
360 Insurance Company January 2015 - Present
AXA Advisors September 2013 - December 2014
Northwestern Mutual September 2012 - July 2013
Colorado Mesa University May 2011 - May 2012
City of Grand Junction August 2009 - January 2012
Lube Plus January 1999 - January 2012
Colorado Mesa University July 2010 - May 2011
Colorado Future Business Leaders of America - Phi Beta Lambda 2009 - 2011
Colorado Future Business Leaders of America - Phi Beta Lambda 2007 - 2011
Bookcliff Country Club July 2008 - February 2010
Skills
Wealth Management, Group Benefit Plans, Permanent Life Insurance, Insurance, Retirement Planning, Education Funding, Asset Management, Investments, Investment Strategies, 401k, College Savings Plans, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Finance, Estate Planning, Fundraising, Strategic Planning, Seminar Presentations, Leadership Development, Public Speaking, Business Strategy, Time Management, Management, Public Relations, Team Building, Team Leadership, Situational Leadership, Non-profits, Teamwork, Speaking Engagements, Philanthropy, Business Management, Coaching, Risk Management, Personal Finance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement, Small Business, Business Planning, Retirement Savings, Asset Allocation, Fixed Income Portfolio..., Legacy Giving, Executive Benefit..., Non-Qualified Deferred..., Roth IRA, Traditional IRA
Education
Colorado Mesa University 2007 — 2012
Master's of Business Administration (MBA)
Colorado Mesa University (Formerly Mesa State College) 2007 — 2012
Bachelors, Business Administration; Management & Marketing, 2010
Mesa State College 2007 — 2012
Bachelor of Business Administration, Management & Marketing
Moffat County High School 2002 — 2006
360 Insurance Company January 2015 - Present
AXA Advisors September 2013 - December 2014
Northwestern Mutual September 2012 - July 2013
Colorado Mesa University May 2011 - May 2012
City of Grand Junction August 2009 - January 2012
Lube Plus January 1999 - January 2012
Colorado Mesa University July 2010 - May 2011
Colorado Future Business Leaders of America - Phi Beta Lambda 2009 - 2011
Colorado Future Business Leaders of America - Phi Beta Lambda 2007 - 2011
Bookcliff Country Club July 2008 - February 2010
Skills
Wealth Management, Group Benefit Plans, Permanent Life Insurance, Insurance, Retirement Planning, Education Funding, Asset Management, Investments, Investment Strategies, 401k, College Savings Plans, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Finance, Estate Planning, Fundraising, Strategic Planning, Seminar Presentations, Leadership Development, Public Speaking, Business Strategy, Time Management, Management, Public Relations, Team Building, Team Leadership, Situational Leadership, Non-profits, Teamwork, Speaking Engagements, Philanthropy, Business Management, Coaching, Risk Management, Personal Finance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement, Small Business, Business Planning, Retirement Savings, Asset Allocation, Fixed Income Portfolio..., Legacy Giving, Executive Benefit..., Non-Qualified Deferred..., Roth IRA, Traditional IRA
Education
Colorado Mesa University 2007 — 2012
Master's of Business Administration (MBA)
Colorado Mesa University (Formerly Mesa State College) 2007 — 2012
Bachelors, Business Administration; Management & Marketing, 2010
Mesa State College 2007 — 2012
Bachelor of Business Administration, Management & Marketing
Moffat County High School 2002 — 2006
Joseph Chapey Joseph Chapey's AXA Advisors Experience 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
Ryan Cram Ryan Cram's AXA Advisors Experience 2006 - 2008
Job Financial Analyst at The Cypress Group.
Industry Financial Services
Experience
The Cypress Group. March 2015 - Present
iCannInvest August 2014 - Present
iComply, LLC June 2014 - Present
Crateivity Clik 1996 - Present
Charter Equity Research January 2011 - April 2014
JP Morgan Chase October 2008 - December 2010
AXA Advisors 2006 - 2008
T Rowe Price 2003 - 2006
Skills
Wealth Management, Music, Sound, Strategic Planning, Finance, DJ, Strategy, Digital Media, Valuation, Financial Analysis, Entrepreneurship, Investment Strategies, Investments, Competitive Analysis, Strategic Financial..., Management, Financial Planning
Education
Colorado State University 1999 — 2003
Finance and Real Estate, Finance
The Cypress Group. March 2015 - Present
iCannInvest August 2014 - Present
iComply, LLC June 2014 - Present
Crateivity Clik 1996 - Present
Charter Equity Research January 2011 - April 2014
JP Morgan Chase October 2008 - December 2010
AXA Advisors 2006 - 2008
T Rowe Price 2003 - 2006
Skills
Wealth Management, Music, Sound, Strategic Planning, Finance, DJ, Strategy, Digital Media, Valuation, Financial Analysis, Entrepreneurship, Investment Strategies, Investments, Competitive Analysis, Strategic Financial..., Management, Financial Planning
Education
Colorado State University 1999 — 2003
Finance and Real Estate, Finance
Cameron Pocrass's AXA Advisors Experience 2008 - 2009
Job Regional Vice President (West) 3D Asset Management
Industry Financial Services
Experience
3D Asset Management 2014 - Present
Curian Capital 2013 - 2014
Curian Capital 2011 - 2013
Mansfield Oil Company 2011 - 2011
Forest Oil Corporation 2009 - 2009
AXA Advisors 2008 - 2009
Discount Tire Company 2001 - 2005
Skills
Series 7, Financial Analysis, Investments, Asset Management, Sales, Strategic Planning, Account Management, CRM, Finance, Salesforce.com, Business Planning, Business Development, Management, Process Improvement, Marketing, Microsoft Excel, Mutual Funds, Leadership, Microsoft Office, Budgets, Public Speaking, Marketing Strategy, Series 63, Sales Process, Accounting, Team Building, New Business Development, Real Estate, PowerPoint, Sales Management, Strategic Financial..., Securities, Contract Negotiation, Investment Advisory, Portfolio Management, Retirement Planning, Retirement, 401k, Microsoft Word, Alternative Investments, Direct Sales, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Insurance, Asset Allocation, Investment Strategies, ETFs
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Corporate Finance & Accounting
Colorado State University 2003 — 2007
B.S. - Business Administration, Finance - Investment Analysis
3D Asset Management 2014 - Present
Curian Capital 2013 - 2014
Curian Capital 2011 - 2013
Mansfield Oil Company 2011 - 2011
Forest Oil Corporation 2009 - 2009
AXA Advisors 2008 - 2009
Discount Tire Company 2001 - 2005
Skills
Series 7, Financial Analysis, Investments, Asset Management, Sales, Strategic Planning, Account Management, CRM, Finance, Salesforce.com, Business Planning, Business Development, Management, Process Improvement, Marketing, Microsoft Excel, Mutual Funds, Leadership, Microsoft Office, Budgets, Public Speaking, Marketing Strategy, Series 63, Sales Process, Accounting, Team Building, New Business Development, Real Estate, PowerPoint, Sales Management, Strategic Financial..., Securities, Contract Negotiation, Investment Advisory, Portfolio Management, Retirement Planning, Retirement, 401k, Microsoft Word, Alternative Investments, Direct Sales, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Insurance, Asset Allocation, Investment Strategies, ETFs
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Corporate Finance & Accounting
Colorado State University 2003 — 2007
B.S. - Business Administration, Finance - Investment Analysis
Gerald Mitchell Gerald Mitchell's AXA Advisors Experience June 2013 - August 2013
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC October 2014 - Present
Creighton University August 2009 - May 2014
AXA Advisors June 2013 - August 2013
Education
Creighton University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Marketing
Creighton University's Heider College of Business
Cetera Advisor Networks LLC October 2014 - Present
Creighton University August 2009 - May 2014
AXA Advisors June 2013 - August 2013
Education
Creighton University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Marketing
Creighton University's Heider College of Business
Zeynep Sayin's AXA Advisors Experience January 2012 - March 2012
Job Decision Management at Citi
Industry Financial Services
Experience
Visible World June 2013 - March 2014
Columbia University January 2012 - May 2013
Columbia Business School May 2012 - June 2012
AXA Advisors January 2012 - March 2012
Coca-Cola Bottlers June 2011 - August 2011
Bloomberg January 2011 - April 2011
Deutsche Bank June 2010 - August 2010
Education
Columbia University in the City of New York 2012 — 2013
Master of Science, Management Science and Engineering
Columbia University in the City of New York 2008 — 2012
Bachelor of Science, Operations Research
VKV Koç Özel İÖO ve Lisesi 2004 — 2008
International Baccalaureate
Visible World June 2013 - March 2014
Columbia University January 2012 - May 2013
Columbia Business School May 2012 - June 2012
AXA Advisors January 2012 - March 2012
Coca-Cola Bottlers June 2011 - August 2011
Bloomberg January 2011 - April 2011
Deutsche Bank June 2010 - August 2010
Education
Columbia University in the City of New York 2012 — 2013
Master of Science, Management Science and Engineering
Columbia University in the City of New York 2008 — 2012
Bachelor of Science, Operations Research
VKV Koç Özel İÖO ve Lisesi 2004 — 2008
International Baccalaureate
Benjamin Colter Benjamin Colter's AXA Advisors Experience June 2013 - July 2014
Job Janus Internal Sales Consultant for D.C. & Maryland
Industry Financial Services
Experience
Janus Capital Group July 2014 - Present
AXA Advisors June 2013 - July 2014
Sustainable Communities Worldwide September 2011 - January 2013
Front Range Climbing Company April 2011 - August 2011
Colorado State Senate January 2010 - June 2011
Jorge Scientific Corporation May 2010 - August 2010
Skills
Leadership, Public Speaking, Volunteer Management, Research, Nonprofits, Marketing, Government, Community Development, Management, Event Planning, Adobe Acrobat, Grant Administration, Wealth Management, Retirement Planning, Business Planning, Life Insurance, Annuity Sales, Financial Consulting, Business Plann, Estate Planning, Investments
Education
Colorado Christian University 2007 — 2010
BLA, Global Studies
National Outdoor Leadership School (NOLS) 2009 — 2009
Certificate of Completion, Outdoor Leadership
Janus Capital Group July 2014 - Present
AXA Advisors June 2013 - July 2014
Sustainable Communities Worldwide September 2011 - January 2013
Front Range Climbing Company April 2011 - August 2011
Colorado State Senate January 2010 - June 2011
Jorge Scientific Corporation May 2010 - August 2010
Skills
Leadership, Public Speaking, Volunteer Management, Research, Nonprofits, Marketing, Government, Community Development, Management, Event Planning, Adobe Acrobat, Grant Administration, Wealth Management, Retirement Planning, Business Planning, Life Insurance, Annuity Sales, Financial Consulting, Business Plann, Estate Planning, Investments
Education
Colorado Christian University 2007 — 2010
BLA, Global Studies
National Outdoor Leadership School (NOLS) 2009 — 2009
Certificate of Completion, Outdoor Leadership
Joshua Henson Joshua Henson's AXA Advisors Experience June 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Merrill Lynch May 2013 - May 2014
Skills
Valuation, Wealth Management, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Asset Allocation, Strategic Financial..., Long-term Customer...
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Finance, General
Dallas Baptist University 2010 — 2011
Music Business
AXA Advisors June 2014 - Present
Merrill Lynch May 2013 - May 2014
Skills
Valuation, Wealth Management, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Asset Allocation, Strategic Financial..., Long-term Customer...
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Finance, General
Dallas Baptist University 2010 — 2011
Music Business
(Joy) Qian Zhang (Joy) Qian Zhang's AXA Advisors Experience September 2014 - September 2014
Job Intern at United Nations
Industry Financial Services
Experience
United Nations June 2015 - Present
AXA Advisors September 2014 - September 2014
Sokanu February 2014 - May 2014
University of Minnesota March 2012 - March 2012
International Labour Organization (ILO) August 2010 - August 2010
Skills
Actuarial Science, Actuarial Consulting, Actuarial Exams, Risk Management, Chinese, English, Financial Analysis, Strategic Financial..., Communication, Applied Mathematics, Financial Accounting, Employee Benefits, Cooking, Underwriting, C++, Stata, R, Microsoft Excel, Microsoft Word, Health Insurance, Pensions, Microsoft Office, Data Analysis, VBA, Research, PowerPoint, Statistics
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, Actuarial Science
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Actuarial Science, 3.49
United Nations June 2015 - Present
AXA Advisors September 2014 - September 2014
Sokanu February 2014 - May 2014
University of Minnesota March 2012 - March 2012
International Labour Organization (ILO) August 2010 - August 2010
Skills
Actuarial Science, Actuarial Consulting, Actuarial Exams, Risk Management, Chinese, English, Financial Analysis, Strategic Financial..., Communication, Applied Mathematics, Financial Accounting, Employee Benefits, Cooking, Underwriting, C++, Stata, R, Microsoft Excel, Microsoft Word, Health Insurance, Pensions, Microsoft Office, Data Analysis, VBA, Research, PowerPoint, Statistics
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, Actuarial Science
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Actuarial Science, 3.49
Vanessa Ramirez Bowne Vanessa Ramirez Bowne's AXA Advisors Experience May 2007 - October 2008
Job Strategy & Operations Senior Consultant at Deloitte
Industry International Affairs
Experience
Deloitte August 2013 - Present
Georgetown University August 2011 - May 2013
U.S.-Mexico Foundation September 2012 - December 2012
Deloitte June 2012 - August 2012
Axinn, Veltrop & Harkrider LLP October 2008 - June 2011
AXA Advisors May 2007 - October 2008
Skills
Latin America, International Relations, Research, Stata, Policy Analysis, Spanish-English, Risk Analysis, Emerging Markets, International Finance, Value Chain Analysis, Financial Modeling, International..., Foreign Policy, French, Political Science, Strategy, Economics, Analysis
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service, International Business and Commerce; Emerging Markets; Energy
Columbia University in the City of New York 2003 — 2007
B.A., Economics, French and Romance Philology
Université Denis Diderot (Paris VII) 2006 — 2006
Economics
Deloitte August 2013 - Present
Georgetown University August 2011 - May 2013
U.S.-Mexico Foundation September 2012 - December 2012
Deloitte June 2012 - August 2012
Axinn, Veltrop & Harkrider LLP October 2008 - June 2011
AXA Advisors May 2007 - October 2008
Skills
Latin America, International Relations, Research, Stata, Policy Analysis, Spanish-English, Risk Analysis, Emerging Markets, International Finance, Value Chain Analysis, Financial Modeling, International..., Foreign Policy, French, Political Science, Strategy, Economics, Analysis
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service, International Business and Commerce; Emerging Markets; Energy
Columbia University in the City of New York 2003 — 2007
B.A., Economics, French and Romance Philology
Université Denis Diderot (Paris VII) 2006 — 2006
Economics
JD Hartman's AXA Advisors Experience December 2011 - Present
Job Advice Retirement Life Insurance
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Inergex, Inc May 2004 - December 2011
Lexington Cooperative Market 2003 - 2007
Buffalo Niagara Partnership 2002 - 2004
Guardit Technologies LLC 2000 - 2002
Great Lakes United 1998 - 2000
Lebenthal & Co., Inc. 1990 - 1995
HSBC 1988 - 1990
JPMorgan Chase 1983 - 1988
Skills
Investments, Retirement, Management, Asset Management, Insurance, Finance, Networking, Financial Advisory, Public Relations, 401k, Venture Capital, Business Analysis, Strategic Planning, Process Improvement, Risk Management, Vendor Management, Project Management, Banking, Business Intelligence, Leadership
Education
Columbia University
Colorado College
1979
AXA Advisors December 2011 - Present
Inergex, Inc May 2004 - December 2011
Lexington Cooperative Market 2003 - 2007
Buffalo Niagara Partnership 2002 - 2004
Guardit Technologies LLC 2000 - 2002
Great Lakes United 1998 - 2000
Lebenthal & Co., Inc. 1990 - 1995
HSBC 1988 - 1990
JPMorgan Chase 1983 - 1988
Skills
Investments, Retirement, Management, Asset Management, Insurance, Finance, Networking, Financial Advisory, Public Relations, 401k, Venture Capital, Business Analysis, Strategic Planning, Process Improvement, Risk Management, Vendor Management, Project Management, Banking, Business Intelligence, Leadership
Education
Columbia University
Colorado College
1979
Julie Granger Julie Granger's AXA Advisors Experience July 2011 - November 2012
Job Virtual Assistant/Experienced Administrative/Executive Support Personnel
Industry Real Estate
Experience
Prudential Integrity One February 2013 - Present
Kohl's Department Stores November 2010 - Present
AXA Advisors July 2011 - November 2012
Only Experienced Professionals August 2010 - June 2011
Koorsen Fire & Security January 2009 - August 2010
Ohio Electronic Protection September 2007 - January 2009
HER Real Living October 2005 - July 2006
Fresenius Medical Care October 2002 - August 2005
Skills
Coordinating Events, Microsoft Office, Social Media, Customer Service, Coffee, Problem Solving, Creative Media, Executive..., QuickBooks, Administrative..., Graphic Arts, Data Entry, Access
Education
The Ohio State University 2002 — 2003
Columbus State 2000 — 2002
Mount Vernon Nazarene University 1999 — 2000
Prudential Integrity One February 2013 - Present
Kohl's Department Stores November 2010 - Present
AXA Advisors July 2011 - November 2012
Only Experienced Professionals August 2010 - June 2011
Koorsen Fire & Security January 2009 - August 2010
Ohio Electronic Protection September 2007 - January 2009
HER Real Living October 2005 - July 2006
Fresenius Medical Care October 2002 - August 2005
Skills
Coordinating Events, Microsoft Office, Social Media, Customer Service, Coffee, Problem Solving, Creative Media, Executive..., QuickBooks, Administrative..., Graphic Arts, Data Entry, Access
Education
The Ohio State University 2002 — 2003
Columbus State 2000 — 2002
Mount Vernon Nazarene University 1999 — 2000
Lana Liley's AXA Advisors Experience May 2005 - July 2008
Job Executive assistance, administration & Operations
Industry Financial Services
Experience
Black Knight Financial Services February 2010 - Present
Prima Capital July 2008 - February 2010
AXA Advisors May 2005 - July 2008
Minnesota National Mortgage September 2002 - December 2005
Skills
Administrative..., Travel Arrangements, Calendaring, Expense Management, Outlook, Office Management, Microsoft Excel, QuickBooks, QuickBase, Salesforce.com, Customer Service, Financial Services, Leadership, Management, Vendor Management, Mortgage Lending, Due Diligence, Banking, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Business Analysis, Loans, Portfolio Management, Team Building, Event Planning, Analytics, CRM
Education
Colorado State University 1998 — 2001
Liberal Arts, Technical Journalism - Public Relations
Black Knight Financial Services February 2010 - Present
Prima Capital July 2008 - February 2010
AXA Advisors May 2005 - July 2008
Minnesota National Mortgage September 2002 - December 2005
Skills
Administrative..., Travel Arrangements, Calendaring, Expense Management, Outlook, Office Management, Microsoft Excel, QuickBooks, QuickBase, Salesforce.com, Customer Service, Financial Services, Leadership, Management, Vendor Management, Mortgage Lending, Due Diligence, Banking, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Business Analysis, Loans, Portfolio Management, Team Building, Event Planning, Analytics, CRM
Education
Colorado State University 1998 — 2001
Liberal Arts, Technical Journalism - Public Relations
Kwabena Boateng Kwabena Boateng's AXA Advisors Experience May 2014 - August 2014
Job Student at Columbia University in the City of New York
Industry Financial Services
Experience
AXA Advisors May 2014 - August 2014
Columbia Daily Spectator February 2014 - May 2014
Via Transportation, Inc. September 2013 - December 2013
Skills
English, French, Linguistics, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Spanish, Teamwork, Customer Service
Education
Columbia University in the City of New York 2013 — 2016
University of Ghana 2011 — 2012
Bachelor of Arts (BA), Foreign Languages and Literatures, General
AXA Advisors May 2014 - August 2014
Columbia Daily Spectator February 2014 - May 2014
Via Transportation, Inc. September 2013 - December 2013
Skills
English, French, Linguistics, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Spanish, Teamwork, Customer Service
Education
Columbia University in the City of New York 2013 — 2016
University of Ghana 2011 — 2012
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Dileep Sharma's AXA Advisors Experience March 2015 - May 2015
Job Portfolio Strategist Intern at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 2015 - August 2015
AXA Advisors March 2015 - May 2015
Columbia University in the City of New York January 2015 - May 2015
Reliance Power August 2011 - July 2014
Skills
Financial Modeling, Derivatives, C, Matlab, C++, R, Portfolio Management, Bloomberg, BlackRock Aladdin, Team Management, Microsoft Excel, Microsoft Office, Python, PowerPoint, Customer Service, Microsoft Word, Alternative Investments, SQL, Quantitative Finance, Economics, Financial Reporting, Financial Analysis, Corporate Finance, Data Analysis, Management, Analytics, VBA, Programming, Finance, Research
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Mathematics
CFA Institute, USA 2012 — 2015
Passed all three levels of the CFA Program, Finance, General
Netaji Subhas Institute of Technology 2007 — 2011
Bachelor's Degree, Instrumentation and Control
Invesco Ltd. June 2015 - August 2015
AXA Advisors March 2015 - May 2015
Columbia University in the City of New York January 2015 - May 2015
Reliance Power August 2011 - July 2014
Skills
Financial Modeling, Derivatives, C, Matlab, C++, R, Portfolio Management, Bloomberg, BlackRock Aladdin, Team Management, Microsoft Excel, Microsoft Office, Python, PowerPoint, Customer Service, Microsoft Word, Alternative Investments, SQL, Quantitative Finance, Economics, Financial Reporting, Financial Analysis, Corporate Finance, Data Analysis, Management, Analytics, VBA, Programming, Finance, Research
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Mathematics
CFA Institute, USA 2012 — 2015
Passed all three levels of the CFA Program, Finance, General
Netaji Subhas Institute of Technology 2007 — 2011
Bachelor's Degree, Instrumentation and Control
Jun Li Jun Li's AXA Advisors Experience February 2015 - August 2015
Job Manager of Risk Management at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
AXA Advisors February 2015 - August 2015
Towers Watson July 2014 - August 2014
Bain & Company July 2013 - August 2013
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (M.S.), Actuarial Science
The George Washington University 2009 — 2013
B.A., International Affairs; Economics
High School Affiliated to Fudan University 2006 — 2009
Academic
American Express August 2015 - Present
AXA Advisors February 2015 - August 2015
Towers Watson July 2014 - August 2014
Bain & Company July 2013 - August 2013
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (M.S.), Actuarial Science
The George Washington University 2009 — 2013
B.A., International Affairs; Economics
High School Affiliated to Fudan University 2006 — 2009
Academic
Rory Jaret II Rory Jaret II's AXA Advisors Experience 1998 - 2005
Job Business Banker at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Wells Fargo January 2012 - March 2015
American National Property and Casualty April 2007 - December 2008
Forest Glenn Homes July 2005 - November 2007
AXA Advisors 1998 - 2005
Skills
Portfolio Management, Risk Management, Credit, Retirement Planning, Negotiation, Underwriting, Investments, Commercial Lending, Loans, Banking, Finance, Sales, Mortgage Lending, Business Development, Small Business Lending
Education
Colorado State University 1996 — 1999
BS BUSINESS, Finance and Economics
Citi April 2015 - Present
Wells Fargo January 2012 - March 2015
American National Property and Casualty April 2007 - December 2008
Forest Glenn Homes July 2005 - November 2007
AXA Advisors 1998 - 2005
Skills
Portfolio Management, Risk Management, Credit, Retirement Planning, Negotiation, Underwriting, Investments, Commercial Lending, Loans, Banking, Finance, Sales, Mortgage Lending, Business Development, Small Business Lending
Education
Colorado State University 1996 — 1999
BS BUSINESS, Finance and Economics
Ike Ikokwu, CFP, CPA Ike Ikokwu, CFP, CPA's AXA Advisors Experience January 2000 - January 2002
Job Author, Speaker, Financial Independence Coach at Winning the Money Game
Industry Financial Services
Experience
Winning The Money Game January 2003 - Present
Tax Law Advisors December 2005 - April 2008
International Tax Advisors January 2002 - November 2005
AXA Advisors January 2000 - January 2002
KPMG Peat Marwick January 1998 - January 2000
Habif, Arogeti & Wynne,LLP August 1996 - January 1998
Skills
Financial Planners, Estate Planning, Finance, Financial Advisory, Small Business, Insurance, Tax, Financial Services, Accounting, Wealth, Employee Benefits, Strategy, High Net Worth..., IRAs
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Personal Financial Planning
Columbus State University 1993 — 1996
Bachelor, Accounting
University of Georgia - Terry College of Business 1992 — 1993
Bachelor, Accounting
Winning The Money Game January 2003 - Present
Tax Law Advisors December 2005 - April 2008
International Tax Advisors January 2002 - November 2005
AXA Advisors January 2000 - January 2002
KPMG Peat Marwick January 1998 - January 2000
Habif, Arogeti & Wynne,LLP August 1996 - January 1998
Skills
Financial Planners, Estate Planning, Finance, Financial Advisory, Small Business, Insurance, Tax, Financial Services, Accounting, Wealth, Employee Benefits, Strategy, High Net Worth..., IRAs
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Personal Financial Planning
Columbus State University 1993 — 1996
Bachelor, Accounting
University of Georgia - Terry College of Business 1992 — 1993
Bachelor, Accounting
Christina (Woertz) Pitcher Christina (Woertz) Pitcher's AXA Advisors Experience July 1996 - November 1999
Job Cyr/Woertz Financial Group
Industry Financial Services
Experience
Cyr/Woertz Financial Group, LPL Financial November 2011 - Present
Woertz Financial Group, LPL Financial November 1999 - November 2011
AXA Advisors July 1996 - November 1999
Education
Dakota State University 1993 — 1996
Bachelor's Degree, Business Administration - Option in Finance
Illinois Central College 1991 — 1993
Dunlap High School 1987 — 1991
High School
Cyr/Woertz Financial Group, LPL Financial November 2011 - Present
Woertz Financial Group, LPL Financial November 1999 - November 2011
AXA Advisors July 1996 - November 1999
Education
Dakota State University 1993 — 1996
Bachelor's Degree, Business Administration - Option in Finance
Illinois Central College 1991 — 1993
Dunlap High School 1987 — 1991
High School
Chu Zhang Chu Zhang's AXA Advisors Experience January 2015 - Present
Job Actively looking for fulltime position in the financial and consulting industries
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Elm Equity Partners October 2014 - June 2015
Yibada June 2013 - July 2013
Industrial and Commercial Bank of China July 2011 - August 2011
Skills
SAS, Microsoft Excel, SPSS, Microsoft Office, R, VBA, Data Mining, Bloomberg Terminal, Actuarial Science, Retirement Benefits, Stata, Certificated Bloomberg..., Microsoft Access, Pensions & ERISA, Health Insurance, Market Research, Private Equity, Deal Sourcing, Financial Modeling, Risk Management, Project Management, Complaince, MS Excel Pivot Tables, Vlookup
Education
Columbia University in the City of New York 2013 — 2014
Master of Science, Actuarial Science
Michigan State University 2008 — 2012
Bachelor of Arts, Finance
Rouen Business School 2011 — 2011
Study Abroad Program, International Business, French Language and Culture
AXA Advisors January 2015 - Present
Elm Equity Partners October 2014 - June 2015
Yibada June 2013 - July 2013
Industrial and Commercial Bank of China July 2011 - August 2011
Skills
SAS, Microsoft Excel, SPSS, Microsoft Office, R, VBA, Data Mining, Bloomberg Terminal, Actuarial Science, Retirement Benefits, Stata, Certificated Bloomberg..., Microsoft Access, Pensions & ERISA, Health Insurance, Market Research, Private Equity, Deal Sourcing, Financial Modeling, Risk Management, Project Management, Complaince, MS Excel Pivot Tables, Vlookup
Education
Columbia University in the City of New York 2013 — 2014
Master of Science, Actuarial Science
Michigan State University 2008 — 2012
Bachelor of Arts, Finance
Rouen Business School 2011 — 2011
Study Abroad Program, International Business, French Language and Culture
Donald McDade Donald McDade's AXA Advisors Experience 1986 - 1991
Job Managing Principal
Industry Financial Services
Experience
Lincoln Financial Advisors 2004 - Present
Allmerica Financial 1994 - 2004
Berkshire Life 1991 - 1994
AXA Advisors 1986 - 1991
Skills
Wealth Management, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College in Bryn Mawr, PA
Master of Science in Management, Financial Services
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
CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant
The American College in Bryan Mawr, PA
CLU, Chartered Life Underwriter
Lincoln Financial Advisors 2004 - Present
Allmerica Financial 1994 - 2004
Berkshire Life 1991 - 1994
AXA Advisors 1986 - 1991
Skills
Wealth Management, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College in Bryn Mawr, PA
Master of Science in Management, Financial Services
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
CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant
The American College in Bryan Mawr, PA
CLU, Chartered Life Underwriter
David Kalapos David Kalapos's AXA Advisors Experience 2000 - Present
Job Partner at Integrated Financial Strategies, Inc.
Industry Investment Management
Experience
Integrated Financial Strategies, Inc. 2003 - Present
AXA Advisors 2000 - Present
Consolidated Rail Corporation (Conrail) 1980 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Management and Marketing Majors (completed two full major programs)
Dartmouth College
B.S., Mathematics
Integrated Financial Strategies, Inc. 2003 - Present
AXA Advisors 2000 - Present
Consolidated Rail Corporation (Conrail) 1980 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Management and Marketing Majors (completed two full major programs)
Dartmouth College
B.S., Mathematics
Victor Gatell Victor Gatell's AXA Advisors Experience October 2010 - February 2014
Job Inventory Analyst
Industry Retail
Experience
Gap Inc./Old Navy October 2014 - Present
AXA Advisors October 2010 - February 2014
Skills
Investments, Asset Management, Strategic Financial..., Mutual Funds, Risk Management, Retirement Planning, Wealth Management, Referral Networking, Personal Financial..., Pipeline Management, Manage Client..., Marketing, Salesforce.com, Business Development, Advertising, Portfolio Management, Microsoft Excel, Microsoft Office, Estate Planning
Education
Northwood University 2007 — 2010
Bachelor of Business Administration in Business Management, Business, Management, Marketing, and Related Support Services, 3.2 GPA
Daytona State College 2005 — 2007
Associate of Arts in Business Management, Business
Gap Inc./Old Navy October 2014 - Present
AXA Advisors October 2010 - February 2014
Skills
Investments, Asset Management, Strategic Financial..., Mutual Funds, Risk Management, Retirement Planning, Wealth Management, Referral Networking, Personal Financial..., Pipeline Management, Manage Client..., Marketing, Salesforce.com, Business Development, Advertising, Portfolio Management, Microsoft Excel, Microsoft Office, Estate Planning
Education
Northwood University 2007 — 2010
Bachelor of Business Administration in Business Management, Business, Management, Marketing, and Related Support Services, 3.2 GPA
Daytona State College 2005 — 2007
Associate of Arts in Business Management, Business
Emily Zou Emily Zou's AXA Advisors Experience February 2014 - June 2014
Job Summer Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data June 2015 - Present
Moody's Investors Service January 2015 - May 2015
The Volcker Alliance July 2014 - October 2014
Fossil Free Indexes LLC May 2014 - June 2014
AXA Advisors February 2014 - June 2014
MSCI Inc. March 2013 - August 2013
Roland Berger Strategy Consultants October 2012 - March 2013
BOC International July 2012 - September 2012
The Export-Import Bank of China March 2012 - April 2012
PwC December 2011 - February 2012
Skills
Financial Regulation, Accounting, Financial Analysis, Quantitative Analytics, Corporate Finance, Microsoft Excel, Financial Reporting, Stata, Chinese, Microsoft Office, Valuation, Macroeconomics, PowerPoint, Bloomberg Terminal, SPSS, Excel, Word, Visual Basic, Spanish, Institutional Sales, Microeconomics, Microsoft SQL Server, Financial Statement..., Financial Modeling, Microsoft Word, VBA, R
Education
Columbia University in the City of New York 2013 — 2015
Master of Public Administration (M.P.A.), International Finance, 3.83
Renmin University of China 2009 — 2013
Bachelor of Economics in Finance, Finance
Interactive Data June 2015 - Present
Moody's Investors Service January 2015 - May 2015
The Volcker Alliance July 2014 - October 2014
Fossil Free Indexes LLC May 2014 - June 2014
AXA Advisors February 2014 - June 2014
MSCI Inc. March 2013 - August 2013
Roland Berger Strategy Consultants October 2012 - March 2013
BOC International July 2012 - September 2012
The Export-Import Bank of China March 2012 - April 2012
PwC December 2011 - February 2012
Skills
Financial Regulation, Accounting, Financial Analysis, Quantitative Analytics, Corporate Finance, Microsoft Excel, Financial Reporting, Stata, Chinese, Microsoft Office, Valuation, Macroeconomics, PowerPoint, Bloomberg Terminal, SPSS, Excel, Word, Visual Basic, Spanish, Institutional Sales, Microeconomics, Microsoft SQL Server, Financial Statement..., Financial Modeling, Microsoft Word, VBA, R
Education
Columbia University in the City of New York 2013 — 2015
Master of Public Administration (M.P.A.), International Finance, 3.83
Renmin University of China 2009 — 2013
Bachelor of Economics in Finance, Finance
Robert Jeter, CRPC® Robert Jeter, CRPC®'s AXA Advisors Experience August 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
DRD Pool Management, Inc. June 2006 - March 2015
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Wealth Accumulation, 401k Rollovers, Risk Management, College Education..., Qualified Domestic..., Investment Advisory, Estate Planning, Social Security
Education
College for Financial Planning 2015 — 2015
CRPC, Chartered retirement planning counselor
Salisbury University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, Finance
Broadneck High School 2003 — 2007
High school diploma
AXA Advisors August 2012 - Present
DRD Pool Management, Inc. June 2006 - March 2015
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Wealth Accumulation, 401k Rollovers, Risk Management, College Education..., Qualified Domestic..., Investment Advisory, Estate Planning, Social Security
Education
College for Financial Planning 2015 — 2015
CRPC, Chartered retirement planning counselor
Salisbury University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, Finance
Broadneck High School 2003 — 2007
High school diploma
Corey Lian's AXA Advisors Experience December 2007 - June 2008
Job AGI Partners | MBA '16 @ Columbia Business School
Industry Venture Capital & Private Equity
Experience
AGI Partners, LLC May 2015 - Present
Deloitte February 2014 - August 2014
Deloitte Consulting July 2010 - August 2014
UCLA Office of Admission January 2007 - June 2009
Korea Exchange Bank September 2008 - January 2009
AXA Advisors December 2007 - June 2008
Skills
Financial Modeling, Business Strategy, Events Coordination, Politics, Event Planning, Event Management, Team Leadership, Leadership, Superior Work Ethic, Strategic Planning, Entrepreneurship, Cross-functional Team..., Project Management, Management Consulting, Data Analysis, Financial Analysis, CRM
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Management
Yonsei University 2008 — 2008
International Relations and Affairs
University of California, Los Angeles
Bachelor of Science (BS), Mechanical Engineering and Political Science
Whitney HS
AGI Partners, LLC May 2015 - Present
Deloitte February 2014 - August 2014
Deloitte Consulting July 2010 - August 2014
UCLA Office of Admission January 2007 - June 2009
Korea Exchange Bank September 2008 - January 2009
AXA Advisors December 2007 - June 2008
Skills
Financial Modeling, Business Strategy, Events Coordination, Politics, Event Planning, Event Management, Team Leadership, Leadership, Superior Work Ethic, Strategic Planning, Entrepreneurship, Cross-functional Team..., Project Management, Management Consulting, Data Analysis, Financial Analysis, CRM
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Management
Yonsei University 2008 — 2008
International Relations and Affairs
University of California, Los Angeles
Bachelor of Science (BS), Mechanical Engineering and Political Science
Whitney HS
Ian Dike Ian Dike's AXA Advisors Experience October 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
Education
Creighton University 2007 — 2010
Finance
AXA Advisors October 2010 - Present
Education
Creighton University 2007 — 2010
Finance
Mara Lundberg Mara Lundberg's AXA Advisors Experience November 2010 - Present
Job Administrative Assistant
Industry Insurance
Experience
AXA Advisors November 2010 - Present
Playworks Childcare October 2000 - October 2005
Education
Concordia University-St. Paul 2006 — 2008
Organizational Management and Communications
AXA Advisors November 2010 - Present
Playworks Childcare October 2000 - October 2005
Education
Concordia University-St. Paul 2006 — 2008
Organizational Management and Communications
Leonard Acquaye Leonard Acquaye's AXA Advisors Experience October 2005 - September 2006
Job Chief Operating Officer at itakos, LLC
Industry Research
Experience
itakos, LLC June 2014 - Present
Axis Practice Solutions - Management June 2012 - July 2014
University of Central Oklahoma August 2011 - May 2012
a la mode, inc. March 2008 - September 2010
Merrill Lynch October 2006 - February 2008
AXA Advisors October 2005 - September 2006
Skills
Leadership, Business Development, Business Analysis, Sales, Sales Management, New Business Development, Risk Management, Data Analysis, Customer Service, Process Improvement, Product Management, CRM, Finance, Business Planning, Management, Product Development, Consulting, Strategic Planning
Education
University of Central Oklahoma - College of Business Administration 2011 — 2012
Masters, Business Administration
University of Oklahoma - Price College of Business 1999 — 2005
BBA, Finance & Economics
itakos, LLC June 2014 - Present
Axis Practice Solutions - Management June 2012 - July 2014
University of Central Oklahoma August 2011 - May 2012
a la mode, inc. March 2008 - September 2010
Merrill Lynch October 2006 - February 2008
AXA Advisors October 2005 - September 2006
Skills
Leadership, Business Development, Business Analysis, Sales, Sales Management, New Business Development, Risk Management, Data Analysis, Customer Service, Process Improvement, Product Management, CRM, Finance, Business Planning, Management, Product Development, Consulting, Strategic Planning
Education
University of Central Oklahoma - College of Business Administration 2011 — 2012
Masters, Business Administration
University of Oklahoma - Price College of Business 1999 — 2005
BBA, Finance & Economics
Mario Francisco Wong Mario Francisco Wong's AXA Advisors Experience November 2007 - January 2008
Job Economist at the United States Department of Labor Bureau of Labor Statistics
Industry Government Administration
Experience
California State Treasurer's Office May 2012 - January 2014
StateNet March 2012 - May 2012
Employment Development Department July 2010 - September 2011
San Diego State University February 2010 - June 2010
Target Excellence December 2008 - April 2009
AXA Advisors November 2007 - January 2008
Skills
Economics, Data Analysis, Research, Stata, SAS, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, Analysis, Editing, Policy Analysis, Market Research, Public Policy, Quantitative Research, Government
Education
San Diego State University-California State University 2009 — 2011
Master of Arts
Cornell University 2003 — 2007
Bachelor of Arts
California State Treasurer's Office May 2012 - January 2014
StateNet March 2012 - May 2012
Employment Development Department July 2010 - September 2011
San Diego State University February 2010 - June 2010
Target Excellence December 2008 - April 2009
AXA Advisors November 2007 - January 2008
Skills
Economics, Data Analysis, Research, Stata, SAS, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, Analysis, Editing, Policy Analysis, Market Research, Public Policy, Quantitative Research, Government
Education
San Diego State University-California State University 2009 — 2011
Master of Arts
Cornell University 2003 — 2007
Bachelor of Arts
Lee Wickert Lee Wickert's AXA Advisors Experience September 2013 - February 2014
Job Legal Intern at Matthiesen, Wickert, & Lehrer, S.C.
Industry Financial Services
Experience
Matthiesen, Wickert & Lehrer, S.C. May 2009 - Present
AXA Advisors September 2013 - February 2014
Johnson Bank June 2013 - September 2013
Flannery's May 2012 - September 2013
Skills
Outlook, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Time Management, Blogging, Legal Research, Legal Writing, Westlaw, Marketing, Time Matters, Tabs, Worldox, Weebly, Moody, Credit Quest, Customer Satisfaction, YouTube
Education
Marquette University Law School 2014 — 2018
Juris Doctor
University of Wisconsin-Milwaukee 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Concordia University-Wisconsin 2010 — 2011
Business Administration and Management, General
Matthiesen, Wickert & Lehrer, S.C. May 2009 - Present
AXA Advisors September 2013 - February 2014
Johnson Bank June 2013 - September 2013
Flannery's May 2012 - September 2013
Skills
Outlook, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Time Management, Blogging, Legal Research, Legal Writing, Westlaw, Marketing, Time Matters, Tabs, Worldox, Weebly, Moody, Credit Quest, Customer Satisfaction, YouTube
Education
Marquette University Law School 2014 — 2018
Juris Doctor
University of Wisconsin-Milwaukee 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Concordia University-Wisconsin 2010 — 2011
Business Administration and Management, General
Bianca Barrera's AXA Advisors Experience September 2014 - October 2014
Job Interpreter at NYSPI
Industry Mental Health Care
Experience
New York State Psychiatric Institute January 2015 - Present
New York State Psychiatric Institute December 2014 - Present
Nourish Kitchen + Table September 2014 - Present
AXA Advisors September 2014 - October 2014
Elena Frid, MD, Private Neurology Practice June 2014 - October 2014
uMentioned March 2014 - May 2014
Columbia University Medical Center, Department of Biochemistry and Molecular Biophysics September 2013 - February 2014
University Event Management September 2012 - January 2014
Visitor's Center at Columbia University June 2013 - September 2013
UniSea May 2013 - June 2013
Skills
EMT, AMSEA, NextGen, PCR, First Aid, AED Certified, Adult CPR, Cell Culture, Gel Electrophoresis, Event Planning, Teamwork, Leadership, Microsoft Office
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (BA), Neuroscience and Behavior
Unalaska City School 2008 — 2012
New York State Psychiatric Institute January 2015 - Present
New York State Psychiatric Institute December 2014 - Present
Nourish Kitchen + Table September 2014 - Present
AXA Advisors September 2014 - October 2014
Elena Frid, MD, Private Neurology Practice June 2014 - October 2014
uMentioned March 2014 - May 2014
Columbia University Medical Center, Department of Biochemistry and Molecular Biophysics September 2013 - February 2014
University Event Management September 2012 - January 2014
Visitor's Center at Columbia University June 2013 - September 2013
UniSea May 2013 - June 2013
Skills
EMT, AMSEA, NextGen, PCR, First Aid, AED Certified, Adult CPR, Cell Culture, Gel Electrophoresis, Event Planning, Teamwork, Leadership, Microsoft Office
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (BA), Neuroscience and Behavior
Unalaska City School 2008 — 2012
Christopher Mortensen's AXA Advisors Experience June 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Highland Capital Management, L.P. 2014 - February 2015
United States Marine Corps August 2012 - December 2013
United States Marine Corps September 2011 - June 2012
United States Marine Corps February 2009 - June 2012
United States Marine Corps June 2007 - September 2011
Skills
Intelligence Analysis, Intelligence, Top Secret, Force Protection, Translation, Transcription, Interpreting, Collection Management, Military Training, Military, Security, Research, National Security, Counterinsurgency, Military Experience, Arabic, Modern Standard Arabic, International Relations, Political Science, Middle Eastern Studies, Counterterrorism, Foreign Policy, Defense, Operational Planning, Homeland Security, DoD, Security Clearance
Education
Dartmouth College 2012 — 2014
Bachelor's degree, Political Science and Government
Københavns Universitet / University of Copenhagen 2013 — 2014
Political Science and Government
Defense Language Institute 2007 — 2009
Associate of Arts (AA), Modern Standard Arabic
Wilbraham and Monson Academy 2003 — 2007
High School, 4.0
AXA Advisors June 2015 - Present
Highland Capital Management, L.P. 2014 - February 2015
United States Marine Corps August 2012 - December 2013
United States Marine Corps September 2011 - June 2012
United States Marine Corps February 2009 - June 2012
United States Marine Corps June 2007 - September 2011
Skills
Intelligence Analysis, Intelligence, Top Secret, Force Protection, Translation, Transcription, Interpreting, Collection Management, Military Training, Military, Security, Research, National Security, Counterinsurgency, Military Experience, Arabic, Modern Standard Arabic, International Relations, Political Science, Middle Eastern Studies, Counterterrorism, Foreign Policy, Defense, Operational Planning, Homeland Security, DoD, Security Clearance
Education
Dartmouth College 2012 — 2014
Bachelor's degree, Political Science and Government
Københavns Universitet / University of Copenhagen 2013 — 2014
Political Science and Government
Defense Language Institute 2007 — 2009
Associate of Arts (AA), Modern Standard Arabic
Wilbraham and Monson Academy 2003 — 2007
High School, 4.0
Ying Cao Ying Cao's AXA Advisors Experience August 2014 - December 2014
Job Analyst at BNY Mellon
Industry
Experience
BNY Mellon December 2014 - Present
AXA Advisors August 2014 - December 2014
Zhejin Trust June 2013 - August 2013
Caitong Securities Ltd July 2012 - August 2012
Citi May 2011 - December 2011
Skills
VBA, Matlab, Mandarin, Economics, Microsoft Excel, Risk Management, Microsoft Office, SQL, Teamwork, C++, Bloomberg, R, Financial Modeling, Statistics
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Zhejiang University 2008 — 2012
Bachelor of Science (BSc), Finance & Banking
Universitat Autònoma de Barcelona 2010 — 2011
Finance
BNY Mellon December 2014 - Present
AXA Advisors August 2014 - December 2014
Zhejin Trust June 2013 - August 2013
Caitong Securities Ltd July 2012 - August 2012
Citi May 2011 - December 2011
Skills
VBA, Matlab, Mandarin, Economics, Microsoft Excel, Risk Management, Microsoft Office, SQL, Teamwork, C++, Bloomberg, R, Financial Modeling, Statistics
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Zhejiang University 2008 — 2012
Bachelor of Science (BSc), Finance & Banking
Universitat Autònoma de Barcelona 2010 — 2011
Finance
Ken Hoyt Ken Hoyt's AXA Advisors Experience February 2007 - April 2008
Job IBM Analytics Territory Manager
Industry Computer Software
Experience
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
Justin Li Justin Li's AXA Advisors Experience March 2012 - June 2012
Job Actuarial Assistant at Guardian Life
Industry Financial Services
Experience
Guardian Life January 2014 - Present
Columbia University in the City of New York September 2013 - December 2013
The Guardian Life Insurance Company of America June 2013 - August 2013
AXA Advisors March 2012 - June 2012
Deloitte Consulting July 2010 - August 2010
Ernst & Young June 2010 - July 2010
Department of Mathematics, University of Iowa March 2008 - May 2009
Skills
Access, Stata, Matlab, Microsoft Excel, SAS, VBA, R
Education
Columbia University in the City of New York 2013 — 2013
Master of Science (M.S.), Actuarial Science
University of Wisconsin-Madison 2009 — 2011
Bachelor of Science (B.S.), Mathematics and Economics
University of Iowa 2007 — 2009
Guardian Life January 2014 - Present
Columbia University in the City of New York September 2013 - December 2013
The Guardian Life Insurance Company of America June 2013 - August 2013
AXA Advisors March 2012 - June 2012
Deloitte Consulting July 2010 - August 2010
Ernst & Young June 2010 - July 2010
Department of Mathematics, University of Iowa March 2008 - May 2009
Skills
Access, Stata, Matlab, Microsoft Excel, SAS, VBA, R
Education
Columbia University in the City of New York 2013 — 2013
Master of Science (M.S.), Actuarial Science
University of Wisconsin-Madison 2009 — 2011
Bachelor of Science (B.S.), Mathematics and Economics
University of Iowa 2007 — 2009
David Muszynski David Muszynski's AXA Advisors Experience December 2012 - May 2013
Job Operations Analyst at Wells Fargo
Industry Insurance
Experience
Farmers Insurance & Financial Services July 2014 - June 2015
Wells Fargo Advisors August 2013 - June 2014
AXA Advisors December 2012 - May 2013
Cooper B-Line August 2011 - September 2012
Spectrum Brands September 2006 - August 2011
Elantas PDG March 2005 - September 2006
Mead Johnson Nutrition June 1998 - February 2005
Retirement Planning Field April 1984 - November 1997
Skills
Production Planning, Supply Chain, Procurement, Financial Analysis, Leadership, Series 7, SAP R/3, MRP, Series 66, Life & Health Insurance..., Property & Casualty..., Inventory Management, Forecasting
Education
University of Illinois at Chicago 1982 — 1984
Bachelor of Science (B.S.)
College of Lake County 1980 — 1982
Associate of Science (A.S.)
Farmers Insurance & Financial Services July 2014 - June 2015
Wells Fargo Advisors August 2013 - June 2014
AXA Advisors December 2012 - May 2013
Cooper B-Line August 2011 - September 2012
Spectrum Brands September 2006 - August 2011
Elantas PDG March 2005 - September 2006
Mead Johnson Nutrition June 1998 - February 2005
Retirement Planning Field April 1984 - November 1997
Skills
Production Planning, Supply Chain, Procurement, Financial Analysis, Leadership, Series 7, SAP R/3, MRP, Series 66, Life & Health Insurance..., Property & Casualty..., Inventory Management, Forecasting
Education
University of Illinois at Chicago 1982 — 1984
Bachelor of Science (B.S.)
College of Lake County 1980 — 1982
Associate of Science (A.S.)
Jonathon Watt Jonathon Watt's AXA Advisors Experience November 2012 - October 2013
Job Retirement Relationship Manager
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Lacrosse Outreach Foundation March 2006 - Present
Fidelity Investments June 2014 - April 2015
Fidelity Investments October 2013 - June 2014
AXA Advisors November 2012 - October 2013
Paint Pals, LLC January 2011 - October 2011
Skills
Financial needs analysis, Retirement Planning, Core and Executive..., Risk Management, Small Businses planning, Implementing Structured..., Business Succession..., Tax Efficient Investing, Networking
Education
Colorado State University 2008 — 2012
Bachelors of Arts, Economics, Political Science
Fidelity Investments April 2015 - Present
Lacrosse Outreach Foundation March 2006 - Present
Fidelity Investments June 2014 - April 2015
Fidelity Investments October 2013 - June 2014
AXA Advisors November 2012 - October 2013
Paint Pals, LLC January 2011 - October 2011
Skills
Financial needs analysis, Retirement Planning, Core and Executive..., Risk Management, Small Businses planning, Implementing Structured..., Business Succession..., Tax Efficient Investing, Networking
Education
Colorado State University 2008 — 2012
Bachelors of Arts, Economics, Political Science
Samir Twair Samir Twair's AXA Advisors Experience August 1987 - January 1993
Job Financial Professional at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Pedro A. Palicio, MBA, Ph.D. Pedro A. Palicio, MBA, Ph.D.'s AXA Advisors Experience December 1993 - November 2001
Job Infinite Banking Concepts® Authorized Practitioner
Industry Financial Services
Experience
Universal Wealth Managers LLC October 2005 - Present
Universal Wealth Managers LLC October 2005 - Present
BNI Business Masters, Coral Gables, Florida October 2010 - 2011
New York Life November 2001 - October 2005
AXA Advisors December 1993 - November 2001
Skills
Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Educational Consulting, Travel Insurance, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Insurance, Retirement, Mutual Funds, Finance, Portfolio Management, Wealth, Employee Benefits, Small Business, Strategy, Financial Services, Financial Advisory, Financial Planners, Investment Advisory, Banking, 401k, Investment Strategies, Series 7, IRAs, Asset Allocation, Long-term Care, Asset Management, Term Life Insurance, Whole Life, Alternative Investments, Wealth Management..., Underwriting, Loans, Mortgage Lending, Hedge Funds, Credit, Executive Management, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Structuring, Commercial Lending, Emerging Markets, Equities
Education
Columbia University in the City of New York
BS, MS, Ph.D., MBA, Engineering/Applied Mathematics, Strategic and Financial Planning.
Universal Wealth Managers LLC October 2005 - Present
Universal Wealth Managers LLC October 2005 - Present
BNI Business Masters, Coral Gables, Florida October 2010 - 2011
New York Life November 2001 - October 2005
AXA Advisors December 1993 - November 2001
Skills
Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Educational Consulting, Travel Insurance, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Insurance, Retirement, Mutual Funds, Finance, Portfolio Management, Wealth, Employee Benefits, Small Business, Strategy, Financial Services, Financial Advisory, Financial Planners, Investment Advisory, Banking, 401k, Investment Strategies, Series 7, IRAs, Asset Allocation, Long-term Care, Asset Management, Term Life Insurance, Whole Life, Alternative Investments, Wealth Management..., Underwriting, Loans, Mortgage Lending, Hedge Funds, Credit, Executive Management, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Structuring, Commercial Lending, Emerging Markets, Equities
Education
Columbia University in the City of New York
BS, MS, Ph.D., MBA, Engineering/Applied Mathematics, Strategic and Financial Planning.
Tom Strowd Tom Strowd's AXA Advisors Experience 1981 - 1993
Job Financial Planning Advisor and Corp Chaplain
Industry Financial Services
Experience
Prosperity Capital Group 2011 - Present
. 2010 - 2011
LifeCare, Inc. 2006 - 2010
SNAP Laboratories, L.L.C. IL, USA 2004 - 2006
Laurel Hills Church 2000 - 2005
Colonial Baptist Church 1999 - 2000
Town North Bible Church 1998 - 1999
The Center for Personal Finance 1993 - 1999
AXA Advisors 1981 - 1993
Skills
Public Speaking, Strategic Planning, Microsoft Office, Public Relations, Management, Non-profits, Contract Negotiation, Fundraising, Project Management, PowerPoint, Leadership Development, Marketing, Team Building, Investments, Nonprofits
Education
Dallas Theological Seminary 1993 — 1998
ThM, Theology - Pastoral Studies
University of North Carolina at Greensboro
BS, Economics & Business Administration
Prosperity Capital Group 2011 - Present
. 2010 - 2011
LifeCare, Inc. 2006 - 2010
SNAP Laboratories, L.L.C. IL, USA 2004 - 2006
Laurel Hills Church 2000 - 2005
Colonial Baptist Church 1999 - 2000
Town North Bible Church 1998 - 1999
The Center for Personal Finance 1993 - 1999
AXA Advisors 1981 - 1993
Skills
Public Speaking, Strategic Planning, Microsoft Office, Public Relations, Management, Non-profits, Contract Negotiation, Fundraising, Project Management, PowerPoint, Leadership Development, Marketing, Team Building, Investments, Nonprofits
Education
Dallas Theological Seminary 1993 — 1998
ThM, Theology - Pastoral Studies
University of North Carolina at Greensboro
BS, Economics & Business Administration
Peter J. Calin Peter J. Calin's AXA Advisors Experience June 2003 - November 2005
Job Helping protect individuals & businesses from catastrophic illness, through insurance & yoga/pilates wellness practices.
Industry Financial Services
Experience
various South Florida locations January 2010 - Present
wHealthCare Insurance Solutions January 2009 - Present
Phoenix Life Insurance Company December 2007 - June 2009
WealthCare Insurance Solutions December 2005 - November 2007
AXA Advisors June 2003 - November 2005
Charter School Solutions December 2000 - June 2003
American Express Financial Advisors December 2002 - May 2003
Charter Schools USA June 1999 - November 2000
Barry University September 1996 - May 1999
Calin Tellez Consulting June 1996 - May 1999
Education
St. Thomas University School of Law 2009 — 2010
Master of Laws, Intercultural Human Rights
Cornell Law School 1975 — 1979
Juris Doctor & Master in Business Administration, Joint Law and Graduate Business Program
Temple University 1972 — 1975
BA, Liberal Arts - Hispanic Studies
University of Michigan 1970 — 1972
Liberal Arts
John F. Kennedy High School 1968 — 1970
College Prep, Honors
various South Florida locations January 2010 - Present
wHealthCare Insurance Solutions January 2009 - Present
Phoenix Life Insurance Company December 2007 - June 2009
WealthCare Insurance Solutions December 2005 - November 2007
AXA Advisors June 2003 - November 2005
Charter School Solutions December 2000 - June 2003
American Express Financial Advisors December 2002 - May 2003
Charter Schools USA June 1999 - November 2000
Barry University September 1996 - May 1999
Calin Tellez Consulting June 1996 - May 1999
Education
St. Thomas University School of Law 2009 — 2010
Master of Laws, Intercultural Human Rights
Cornell Law School 1975 — 1979
Juris Doctor & Master in Business Administration, Joint Law and Graduate Business Program
Temple University 1972 — 1975
BA, Liberal Arts - Hispanic Studies
University of Michigan 1970 — 1972
Liberal Arts
John F. Kennedy High School 1968 — 1970
College Prep, Honors
Ecaterina Scher Ecaterina Scher's AXA Advisors Experience April 2004 - Present
Job Financial Consultant Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2004 - Present
Global Crossing April 1998 - July 2004
AT&T 1978 - 1998
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Strategic Planning, Insurance, Program Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Program
University of Michigan - Stephen M. Ross School of Business 1996 — 1996
Executive Program
New York University - Leonard N. Stern School of Business 1979 — 1981
International Business
Cornell University 1977 — 1978
MS EE, Electrical Engineering
Cornell University 1973 — 1977
BSEE, Electrical Engineering
AXA Advisors April 2004 - Present
Global Crossing April 1998 - July 2004
AT&T 1978 - 1998
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Strategic Planning, Insurance, Program Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Program
University of Michigan - Stephen M. Ross School of Business 1996 — 1996
Executive Program
New York University - Leonard N. Stern School of Business 1979 — 1981
International Business
Cornell University 1977 — 1978
MS EE, Electrical Engineering
Cornell University 1973 — 1977
BSEE, Electrical Engineering
Sean O'Higgins Sean O'Higgins's AXA Advisors Experience March 2010 - November 2011
Job Associate Financial Advisor at Mirković Teal Group, Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Debbie (Lindsay) Bonham Debbie (Lindsay) Bonham's AXA Advisors Experience September 2004 - December 2008
Job Real Estate Account Executive at The Roanoke Times
Industry Media Production
Experience
The Roanoke Times April 2012 - Present
Roanoke Regional Chamber of Commerce May 2009 - April 2012
AXA Advisors September 2004 - December 2008
SC&H Group January 2003 - August 2004
Education
Columbia Southern University 2009 — 2013
Doctorate
Loyola University Maryland 2002 — 2004
MBA
Roanoke College 1998 — 2002
BBA
Roanoke College 1998 — 2002
BA
The Roanoke Times April 2012 - Present
Roanoke Regional Chamber of Commerce May 2009 - April 2012
AXA Advisors September 2004 - December 2008
SC&H Group January 2003 - August 2004
Education
Columbia Southern University 2009 — 2013
Doctorate
Loyola University Maryland 2002 — 2004
MBA
Roanoke College 1998 — 2002
BBA
Roanoke College 1998 — 2002
BA
James M Coppola James M Coppola's AXA Advisors Experience
Job Tororun Winery/Owner
Industry Food & Beverages
Experience
Toro Run Winery January 2009 - Present
AXA Advisors, LLC July 1988 - Present
AXA Advisors
Skills
Sales, Investments, Strategic Financial..., Series 7, Financial Services, Retirement Planning, Wealth Management, Insurance, Management, Recruiting, Mutual Funds, Investment Advisory, Estate Planning, Retirement, Asset Allocation
Education
Cornell University 1980 — 1984
Bachelors, Economics
Cornell University
Economics
Toro Run Winery January 2009 - Present
AXA Advisors, LLC July 1988 - Present
AXA Advisors
Skills
Sales, Investments, Strategic Financial..., Series 7, Financial Services, Retirement Planning, Wealth Management, Insurance, Management, Recruiting, Mutual Funds, Investment Advisory, Estate Planning, Retirement, Asset Allocation
Education
Cornell University 1980 — 1984
Bachelors, Economics
Cornell University
Economics
Xinyang Chen's AXA Advisors Experience February 2014 - April 2014
Job Summer Analyst at Deutsche Bank, Student at NYU Stern School of Business, FinTech
Industry Financial Services
Experience
WhereIsMyTransport August 2015 - September 2015
Deutsche Bank June 2015 - August 2015
SMB-Capital June 2014 - August 2014
Plan Padrinos Consulting(consists of BCG, Bain, HarvardMBA, Wharton,Columbia MBA employees/students) July 2014 - July 2014
AXA Advisors February 2014 - April 2014
Bank of China June 2013 - August 2013
Global China Connection at New York University October 2012 - July 2013
Skills
Financial Analysis, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Leadership, Marketing Strategy, Strategic Planning, Research, Teaching, Customer Service, Python, Strategic Communications, Business Strategy, Entrepreneurship, HTML, Final Cut Pro, Photoshop, Photography
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor's degree, Finance and Computer Science
Columbia University in the City of New York 2015 — 2015
Summer Program
University of Oxford 2013 — 2013
Visiting Student, American Government and Politics (United States) from English Perspective
WhereIsMyTransport August 2015 - September 2015
Deutsche Bank June 2015 - August 2015
SMB-Capital June 2014 - August 2014
Plan Padrinos Consulting(consists of BCG, Bain, HarvardMBA, Wharton,Columbia MBA employees/students) July 2014 - July 2014
AXA Advisors February 2014 - April 2014
Bank of China June 2013 - August 2013
Global China Connection at New York University October 2012 - July 2013
Skills
Financial Analysis, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Leadership, Marketing Strategy, Strategic Planning, Research, Teaching, Customer Service, Python, Strategic Communications, Business Strategy, Entrepreneurship, HTML, Final Cut Pro, Photoshop, Photography
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor's degree, Finance and Computer Science
Columbia University in the City of New York 2015 — 2015
Summer Program
University of Oxford 2013 — 2013
Visiting Student, American Government and Politics (United States) from English Perspective
Laura Dickinson's AXA Advisors Experience April 2014 - Present
Job Branch Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
Brittne Rivera Brittne Rivera's AXA Advisors Experience May 2007 - June 2008
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Eric Ribner's AXA Advisors Experience September 2011 - April 2015
Job Chief Financial Officer at MetalX
Industry Financial Services
Experience
MetalX May 2015 - Present
AXA Advisors September 2011 - April 2015
Lionspath Capital June 2010 - November 2011
George Weiss Associates 2008 - 2010
Northstar Capital 2003 - 2008
Prudential Financial Inc 2002 - 2003
CIBC Oppenheimer 1996 - 2003
Credit Suisse 1995 - 1996
Skills
Microsft Office, Financial Analysis, Portfolio Management, Equity Research, Financial Modeling, Investments, Due Diligence, Asset Managment, Hedge Funds, Microsoft Office, Equities, Risk Management, Strategic Financial..., Trading, Asset Management, Securities, Financial Services, Financial Markets, Mutual Funds
Education
Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1987 — 1991
Bachelor of Science, History
Oxford University, St Anne's College 1989 — 1990
History; Philosophy, Economics
Scarsdale High School 1983 — 1987
MetalX May 2015 - Present
AXA Advisors September 2011 - April 2015
Lionspath Capital June 2010 - November 2011
George Weiss Associates 2008 - 2010
Northstar Capital 2003 - 2008
Prudential Financial Inc 2002 - 2003
CIBC Oppenheimer 1996 - 2003
Credit Suisse 1995 - 1996
Skills
Microsft Office, Financial Analysis, Portfolio Management, Equity Research, Financial Modeling, Investments, Due Diligence, Asset Managment, Hedge Funds, Microsoft Office, Equities, Risk Management, Strategic Financial..., Trading, Asset Management, Securities, Financial Services, Financial Markets, Mutual Funds
Education
Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1987 — 1991
Bachelor of Science, History
Oxford University, St Anne's College 1989 — 1990
History; Philosophy, Economics
Scarsdale High School 1983 — 1987
Cory Alters Cory Alters's AXA Advisors Experience August 2010 - February 2011
Job Attended Dallas Baptist University
Industry Financial Services
Experience
Dallas Baptist University September 2011 - August 2013
Southern Union May 2011 - August 2011
AXA Advisors August 2010 - February 2011
Southern Union May 2010 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Analysis
Education
Dallas Baptist University 2011 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lone Star College System
Dallas Baptist University September 2011 - August 2013
Southern Union May 2011 - August 2011
AXA Advisors August 2010 - February 2011
Southern Union May 2010 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Analysis
Education
Dallas Baptist University 2011 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lone Star College System
Christopher C.J. Louey Christopher C.J. Louey's AXA Advisors Experience June 2012 - February 2013
Job ESurveillance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
AXA Advisors June 2012 - February 2013
UBS Wealth Management June 2011 - August 2011
Momco, Inc May 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Python, Microsoft Excel, Microsoft Word, Series 7, Series 63, Life, Accident and..., Research, Marketing, Finance, Financial Modeling, Data Analysis, Financial Analysis, Leadership, Economics, Social Media
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
JPMorgan Chase July 2013 - Present
AXA Advisors June 2012 - February 2013
UBS Wealth Management June 2011 - August 2011
Momco, Inc May 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Python, Microsoft Excel, Microsoft Word, Series 7, Series 63, Life, Accident and..., Research, Marketing, Finance, Financial Modeling, Data Analysis, Financial Analysis, Leadership, Economics, Social Media
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
Lorraine Reyes Lorraine Reyes's AXA Advisors Experience 2012 - 2012
Job Accounting Associate at Transwestern
Industry Financial Services
Experience
Transwestern 2013 - Present
AXA Advisors 2012 - 2012
Cassidy Turley 2008 - 2012
DTCC 2008 - 2008
Skills
Investments, Strategic Financial..., Financial Analysis, Asset Managment, Portfolio Management, Financial Advisory, Brokerage, Insurance, Wealth Management, Finance, Securities, Employee Benefits, Commercial Real Estate, Accounts Payable, Accounts Receivable
Education
De La Salle University 2004 — 2007
Bachelor of Science (BS), Business Management with specialization in Entrepreneurship
Kaplan Online University 2009 — 2011
Certificate in Financial Planning, Financial Planning and Services
St. Stephen's High School 2000 — 2004
High School/Secondary Diplomas and Certificates
Transwestern 2013 - Present
AXA Advisors 2012 - 2012
Cassidy Turley 2008 - 2012
DTCC 2008 - 2008
Skills
Investments, Strategic Financial..., Financial Analysis, Asset Managment, Portfolio Management, Financial Advisory, Brokerage, Insurance, Wealth Management, Finance, Securities, Employee Benefits, Commercial Real Estate, Accounts Payable, Accounts Receivable
Education
De La Salle University 2004 — 2007
Bachelor of Science (BS), Business Management with specialization in Entrepreneurship
Kaplan Online University 2009 — 2011
Certificate in Financial Planning, Financial Planning and Services
St. Stephen's High School 2000 — 2004
High School/Secondary Diplomas and Certificates
Ross Douglas Ross Douglas's AXA Advisors Experience August 2008 - August 2014
Job LPL Financial Advisor at Grenadier Financial, LLC
Industry Financial Services
Experience
Grenadier Financial, LLC August 2014 - Present
AXA Advisors August 2008 - August 2014
Mesa Airlines March 2001 - February 2007
Skills
Investments, Retirement Planning, Securities, Finance, Budgets, Series 7, Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Investment Advisory
Education
Colorado State University 1994 — 1998
BS, Finance
San Juan College 1999 — 2001
Associate Aviation Technology, Aviation
Grenadier Financial, LLC August 2014 - Present
AXA Advisors August 2008 - August 2014
Mesa Airlines March 2001 - February 2007
Skills
Investments, Retirement Planning, Securities, Finance, Budgets, Series 7, Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Investment Advisory
Education
Colorado State University 1994 — 1998
BS, Finance
San Juan College 1999 — 2001
Associate Aviation Technology, Aviation
Federico C. Vaamonde, CFP® Federico C. Vaamonde, CFP®'s AXA Advisors Experience June 2006 - May 2012
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Invest Financial June 2012 - Present
AXA Advisors June 2006 - May 2012
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Retirement, Financial Analysis, Portfolio Management, Asset Management, IRAs, Asset Allocation, Alternative Investments, Risk Management, Financial Modeling, Finance, Business Planning, Corporate Finance, Fixed Income, Insurance
Education
Cornell University 1992 — 1995
MPS, Agricultural Economics
Universidad Metropolitana (VE) 1973 — 1978
Ingeniero Electricista
Invest Financial June 2012 - Present
AXA Advisors June 2006 - May 2012
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Retirement, Financial Analysis, Portfolio Management, Asset Management, IRAs, Asset Allocation, Alternative Investments, Risk Management, Financial Modeling, Finance, Business Planning, Corporate Finance, Fixed Income, Insurance
Education
Cornell University 1992 — 1995
MPS, Agricultural Economics
Universidad Metropolitana (VE) 1973 — 1978
Ingeniero Electricista
Timothy Veazey Timothy Veazey's AXA Advisors Experience February 2011 - August 2012
Job Private Wealth Adviser at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Cypress Financial Consultants August 2012 - January 2015
AXA Advisors February 2011 - August 2012
New England Financial April 1994 - February 2011
Central National Bank (NBT Bank) July 1991 - April 1994
Skills
Fixed Annuities, Investments, Insurance, IRAs, Financial Planning, Retirement Planning, Estate Planning, Wealth Accumulation, Series 7, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, 401k, Asset Allocation, Disability Insurance, Long-term Care, Securities, 401k Rollovers, Roth IRA, Investment Advisory, Long Term Care Insurance, Asset Managment
Education
CFP, CLU, ChFC Designations 1995 — 1999
Cornell University 1979 — 1983
BS, Business, Agriculture
Perry Central 1977 — 1979
Lincoln Financial Group January 2015 - Present
Cypress Financial Consultants August 2012 - January 2015
AXA Advisors February 2011 - August 2012
New England Financial April 1994 - February 2011
Central National Bank (NBT Bank) July 1991 - April 1994
Skills
Fixed Annuities, Investments, Insurance, IRAs, Financial Planning, Retirement Planning, Estate Planning, Wealth Accumulation, Series 7, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, 401k, Asset Allocation, Disability Insurance, Long-term Care, Securities, 401k Rollovers, Roth IRA, Investment Advisory, Long Term Care Insurance, Asset Managment
Education
CFP, CLU, ChFC Designations 1995 — 1999
Cornell University 1979 — 1983
BS, Business, Agriculture
Perry Central 1977 — 1979
Lori Breitling Lori Breitling's AXA Advisors Experience October 2005 - April 2007
Job Resecō Insurance Advisors, LLC
Industry Financial Services
Experience
Resecō Insurance Advisors, LLC May 2013 - Present
Benefit Communications Inc. August 2012 - May 2013
CFG Business Solutions April 2012 - June 2012
Phocus Financial Strategies Group March 2011 - February 2012
AXA Advisors October 2005 - April 2007
Skills
Recruiting, Compliance, Life Insurance, Employee Benefits, Disability Insurance, Life & Health Insurance..., Strategic Planning, Health Insurance, Customer Service, Insurance
Education
College of St. Benedict
Bachelor of Arts, Psychology/Business Mgmt
Resecō Insurance Advisors, LLC May 2013 - Present
Benefit Communications Inc. August 2012 - May 2013
CFG Business Solutions April 2012 - June 2012
Phocus Financial Strategies Group March 2011 - February 2012
AXA Advisors October 2005 - April 2007
Skills
Recruiting, Compliance, Life Insurance, Employee Benefits, Disability Insurance, Life & Health Insurance..., Strategic Planning, Health Insurance, Customer Service, Insurance
Education
College of St. Benedict
Bachelor of Arts, Psychology/Business Mgmt
Clarence Radin Clarence Radin's AXA Advisors Experience May 2012 - May 2013
Job Columbia University MSRED Degree Candidate Class of 2016
Industry Real Estate
Experience
National Madison Group, Inc. June 2013 - May 2015
AXA Advisors May 2012 - May 2013
Penn Mutual October 2010 - May 2012
Skills
Retirement Planning, Estate Planning, Disability Insurance, Finance, Retirement, Life Insurance
Education
Columbia University in the City of New York 2015 — 2016
MSRED, Real Estate Development
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), English, Spanish
National Madison Group, Inc. June 2013 - May 2015
AXA Advisors May 2012 - May 2013
Penn Mutual October 2010 - May 2012
Skills
Retirement Planning, Estate Planning, Disability Insurance, Finance, Retirement, Life Insurance
Education
Columbia University in the City of New York 2015 — 2016
MSRED, Real Estate Development
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), English, Spanish
Kevin Stonebarger Kevin Stonebarger's AXA Advisors Experience January 1998 - February 2005
Job New York Life
Industry Financial Services
Experience
New York Life July 2010 - Present
FUTURITY FIRST Insurance Group October 2008 - September 2009
Mass Mutual February 2005 - September 2008
AXA Advisors January 1998 - February 2005
Skills
Investments, Financial Planning, Insurance, Asset Management, Financial Services, Fixed Annuities, IRAs, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Series 7, Series 63, Mutual Funds, Wealth Management, Estate Planning, Securities, Wealth, Wealth Accumulation, Financial Planners, Series 6, Health Insurance
Education
Oklahoma State University 1988 — 1991
BS, Hotel & Restaurant Management
Columbia University in the City of New York 1987 — 1988
Degree of Study, Economics
New York Life July 2010 - Present
FUTURITY FIRST Insurance Group October 2008 - September 2009
Mass Mutual February 2005 - September 2008
AXA Advisors January 1998 - February 2005
Skills
Investments, Financial Planning, Insurance, Asset Management, Financial Services, Fixed Annuities, IRAs, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Series 7, Series 63, Mutual Funds, Wealth Management, Estate Planning, Securities, Wealth, Wealth Accumulation, Financial Planners, Series 6, Health Insurance
Education
Oklahoma State University 1988 — 1991
BS, Hotel & Restaurant Management
Columbia University in the City of New York 1987 — 1988
Degree of Study, Economics
Darryl Ratcliff Darryl Ratcliff's AXA Advisors Experience July 2008 - February 2010
Job Social Practice Artist, Cultural Organizer, Curator, Writer, Poet
Industry Events Services
Experience
Glasstire.com June 2013 - Present
Southern Methodist University April 2014 - May 2015
Green Bandana Group August 2009 - October 2013
Italy Economic Development Corporation March 2011 - December 2011
1111 Studio Gallery February 2011 - December 2011
AXA Advisors July 2008 - February 2010
Journeyman Ink, LLC October 2008 - June 2009
Choristers Guild, Exxon Mobil Community May 2007 - August 2007
The Studio May 2006 - August 2006
Skills
Event Planning, Community Outreach, Nonprofits, Grant Writing, Leadership, Non-profits, Entrepreneurship, Art, Project Management, Blogging, Creative Writing, Start-ups, Museums, Research, Training, Business, Galleries, Curating, Photoshop, Teaching, Graphic Design, Social Media, Strategic Planning
Education
Davidson College 2004 — 2008
Bachelors, Studio Art, Political Science
Davidson College 2004 — 2008
Bachelor of Arts, Political Science
Cistercian Prep School 1996 — 2004
Glasstire.com June 2013 - Present
Southern Methodist University April 2014 - May 2015
Green Bandana Group August 2009 - October 2013
Italy Economic Development Corporation March 2011 - December 2011
1111 Studio Gallery February 2011 - December 2011
AXA Advisors July 2008 - February 2010
Journeyman Ink, LLC October 2008 - June 2009
Choristers Guild, Exxon Mobil Community May 2007 - August 2007
The Studio May 2006 - August 2006
Skills
Event Planning, Community Outreach, Nonprofits, Grant Writing, Leadership, Non-profits, Entrepreneurship, Art, Project Management, Blogging, Creative Writing, Start-ups, Museums, Research, Training, Business, Galleries, Curating, Photoshop, Teaching, Graphic Design, Social Media, Strategic Planning
Education
Davidson College 2004 — 2008
Bachelors, Studio Art, Political Science
Davidson College 2004 — 2008
Bachelor of Arts, Political Science
Cistercian Prep School 1996 — 2004
James Weight James Weight's AXA Advisors Experience 2001 - 2004
Job Director, Strategic Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2013 - Present
ICMA-RC 2005 - August 2013
ICMA-RC 2004 - 2005
AXA Advisors 2001 - 2004
Skills
Financial Analysis, Financial Planning, Investments, Financial Statements, Strategic Financial..., IRAs, Asset Allocation, Cash Flow, Equities, Economics, Mutual Funds, Derivatives, Retirement, Wealth Management, Investment Management, Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Finance, Series 7, Investment Advisory, Investment Strategies, Financial Services, Series 63, 401k, Insurance, Pensions
Education
University of California, Berkeley 1983 — 1988
BA, Economics
College for Financial Planning 2006 — 2011
Masters of Science, Finance
ICMA-RC August 2013 - Present
ICMA-RC 2005 - August 2013
ICMA-RC 2004 - 2005
AXA Advisors 2001 - 2004
Skills
Financial Analysis, Financial Planning, Investments, Financial Statements, Strategic Financial..., IRAs, Asset Allocation, Cash Flow, Equities, Economics, Mutual Funds, Derivatives, Retirement, Wealth Management, Investment Management, Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Finance, Series 7, Investment Advisory, Investment Strategies, Financial Services, Series 63, 401k, Insurance, Pensions
Education
University of California, Berkeley 1983 — 1988
BA, Economics
College for Financial Planning 2006 — 2011
Masters of Science, Finance
Nicholas Quadrel's AXA Advisors Experience April 2014 - Present
Job Finance Professional at AXA Advisors
Industry Management Consulting
Experience
AXA Advisors April 2014 - Present
Beyer Ford April 2013 - February 2014
Cablevision July 2010 - April 2013
Prizm/Elite Painting February 2007 - June 2010
Quadrel Construction December 2005 - February 2007
West Orange Car Wash December 1989 - December 2005
Education
NJ state 2014 — 2014
Life, Accident and Health insurance
Weichert Corporate Headquarters 2010 — 2010
Real Estate License, Real Estate
Aerobics and Fitness Association of America (AFAA) 2003 — 2003
Personal Training Certification, Health and Physical Education/Fitness
County College of Morris 1989 — 1990
Business
Montville HS 1985 — 1989
Series 7
AXA Advisors April 2014 - Present
Beyer Ford April 2013 - February 2014
Cablevision July 2010 - April 2013
Prizm/Elite Painting February 2007 - June 2010
Quadrel Construction December 2005 - February 2007
West Orange Car Wash December 1989 - December 2005
Education
NJ state 2014 — 2014
Life, Accident and Health insurance
Weichert Corporate Headquarters 2010 — 2010
Real Estate License, Real Estate
Aerobics and Fitness Association of America (AFAA) 2003 — 2003
Personal Training Certification, Health and Physical Education/Fitness
County College of Morris 1989 — 1990
Business
Montville HS 1985 — 1989
Series 7
Hannes Gehring's AXA Advisors Experience March 2008 - July 2009
Job Vice President at Personal Capital
Industry Banking
Experience
Personal Capital November 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2014
Axa Advisors March 2008 - July 2009
Robinson Financial Group April 2007 - March 2008
Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales
Education
Corban University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lake Oswego high school
Personal Capital November 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2014
Axa Advisors March 2008 - July 2009
Robinson Financial Group April 2007 - March 2008
Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales
Education
Corban University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lake Oswego high school
Christian Bautista Christian Bautista's AXA Advisors Experience April 2015 - Present
Job Financial Advisor AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Target January 2014 - March 2015
Stony Brook University Department of Athletics January 2013 - December 2013
Stony Brook University Department of Athletics January 2012 - May 2012
Skills
Series 7, Series 66, Estate Planning, Retirement Planning, Pensions, Long-term Care, Investments, Asset Management, Alternative Investments, Portfolio Management, Insurance, Wealth Management, Wealth Preservation, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Health Insurance, Disability Insurance, Options Strategies, Mutual Funds, Succession Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.), Business Administration w/ specialization in Marketing and Minor in Media Arts, 3.71
Copenhagen Business School 2012 — 2012
Global Marketing
Fairport High School 2006 — 2010
AXA Advisors April 2015 - Present
Target January 2014 - March 2015
Stony Brook University Department of Athletics January 2013 - December 2013
Stony Brook University Department of Athletics January 2012 - May 2012
Skills
Series 7, Series 66, Estate Planning, Retirement Planning, Pensions, Long-term Care, Investments, Asset Management, Alternative Investments, Portfolio Management, Insurance, Wealth Management, Wealth Preservation, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Health Insurance, Disability Insurance, Options Strategies, Mutual Funds, Succession Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.), Business Administration w/ specialization in Marketing and Minor in Media Arts, 3.71
Copenhagen Business School 2012 — 2012
Global Marketing
Fairport High School 2006 — 2010
Becky Stouder's AXA Advisors Experience November 2008 - June 2011
Job Certified Health and Wellness Coach, Occupational Therapist seeking new opportunity
Industry Health, Wellness and Fitness
Experience
US Corporate Wellness, Inc June 2011 - June 2015
AXA Advisors November 2008 - June 2011
Jeffco Public Schools - Colorado January 1995 - August 1998
HealthONE July 1993 - January 1995
Craig Hospital September 1992 - December 1992
Memorial Hospital - University of Colorado Health January 1992 - March 1992
Skills
Wellness Coaching, Corporate Wellness, Leadership, Adult Education, Employee Training, Fitness Consulting, Health Education, Nutrition Education, Exercise Physiology, Microsoft Office, Microsoft Word, Microsoft Excel, Personal Development, Rehabilitation
Education
Colorado State University 1988 — 1992
Bachelor’s Degree, Occupational Therapy/Therapist
US Corporate Wellness, Inc June 2011 - June 2015
AXA Advisors November 2008 - June 2011
Jeffco Public Schools - Colorado January 1995 - August 1998
HealthONE July 1993 - January 1995
Craig Hospital September 1992 - December 1992
Memorial Hospital - University of Colorado Health January 1992 - March 1992
Skills
Wellness Coaching, Corporate Wellness, Leadership, Adult Education, Employee Training, Fitness Consulting, Health Education, Nutrition Education, Exercise Physiology, Microsoft Office, Microsoft Word, Microsoft Excel, Personal Development, Rehabilitation
Education
Colorado State University 1988 — 1992
Bachelor’s Degree, Occupational Therapy/Therapist
Audrey Hu's AXA Advisors Experience July 2015 - Present
Job Policy Intern at NYC HRA's Office of Planning and Performance Management
Industry
Experience
NYC Department of Social Services May 2015 - Present
AXA Advisors July 2015 - Present
Bank of America June 2012 - August 2012
Skills
Project Planning, Research, Microsoft Office, Policy Analysis, Public Policy, Statistics
Education
Cornell University 2014 — 2017
Bachelor of Science (B.S.), Policy Analysis and Management, Minors: Business, East Asian Studies
Providence Senior High School 2009 — 2013
NYC Department of Social Services May 2015 - Present
AXA Advisors July 2015 - Present
Bank of America June 2012 - August 2012
Skills
Project Planning, Research, Microsoft Office, Policy Analysis, Public Policy, Statistics
Education
Cornell University 2014 — 2017
Bachelor of Science (B.S.), Policy Analysis and Management, Minors: Business, East Asian Studies
Providence Senior High School 2009 — 2013
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)
Haoxin Cynthia Cao Haoxin Cynthia Cao's AXA Advisors Experience January 2014 - March 2014
Job Graduate Student at Columbia University
Industry Financial Services
Experience
Nomura June 2015 - September 2015
Visible World September 2014 - May 2015
S&P Capital IQ September 2014 - May 2015
AXA Advisors January 2014 - March 2014
UCLA September 2012 - December 2013
Hanhong Private Equity Management Co., Ltd June 2013 - August 2013
UCLA April 2013 - June 2013
Skills
R, LaTeX, SAS, Stata, SPSS, Data Modeling, Financial Services, Leadership, Programming, Tutoring, Microsoft Visual Studio..., Market Research, Data Analysis, LyX, Corporate Finance, Strategic Consulting, Optimization, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Management Science and Engineering
University of California, Los Angeles 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Economics, Statistics
Nomura June 2015 - September 2015
Visible World September 2014 - May 2015
S&P Capital IQ September 2014 - May 2015
AXA Advisors January 2014 - March 2014
UCLA September 2012 - December 2013
Hanhong Private Equity Management Co., Ltd June 2013 - August 2013
UCLA April 2013 - June 2013
Skills
R, LaTeX, SAS, Stata, SPSS, Data Modeling, Financial Services, Leadership, Programming, Tutoring, Microsoft Visual Studio..., Market Research, Data Analysis, LyX, Corporate Finance, Strategic Consulting, Optimization, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Management Science and Engineering
University of California, Los Angeles 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Economics, Statistics
Debbi Waxenfeld Debbi Waxenfeld's AXA Advisors Experience July 2000 - April 2005
Job Customer Advocate, PlanConnect
Industry Financial Services
Experience
PlanConnect December 2014 - Present
Debbi Jo's Photography January 2010 - Present
AXA January 2014 - December 2014
Livie & Cole by My 18 Inch Doll Inc. December 2011 - December 2013
AXA Equitable March 2007 - December 2007
AXA Equitable April 2005 - March 2007
AXA Advisors July 2000 - April 2005
Dunuwila Financial Services January 1996 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Digital Photography
Education
Columbia College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, 3.81
Utica School of Commerce 1993 — 1995
Associate's degree, Business Administration and Management, General, 3.7
Canastota High School 1990 — 1993
Diploma, Business
PlanConnect December 2014 - Present
Debbi Jo's Photography January 2010 - Present
AXA January 2014 - December 2014
Livie & Cole by My 18 Inch Doll Inc. December 2011 - December 2013
AXA Equitable March 2007 - December 2007
AXA Equitable April 2005 - March 2007
AXA Advisors July 2000 - April 2005
Dunuwila Financial Services January 1996 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Digital Photography
Education
Columbia College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, 3.81
Utica School of Commerce 1993 — 1995
Associate's degree, Business Administration and Management, General, 3.7
Canastota High School 1990 — 1993
Diploma, Business
Cassandra Faulkner's AXA Advisors Experience December 2001 - January 2003
Job Business Development/Operationsal Leadership at ITOPS Solutions, LLC
Industry Medical Practice
Experience
ITOPS Solutions, LLC March 2014 - Present
Skintastic August 2014 - August 2015
Le Beau Visage Medical Spa October 2013 - July 2014
VIP Search Group September 2012 - October 2013
NCC Media January 2006 - September 2012
KDFW-TV FOX 4 Dallas-Fort Worth January 2003 - December 2005
AXA Advisors December 2001 - January 2003
Skills
Direct Sales, Sales Presentations, CRM, Business Development, Sales Process, Account Management, Forecasting, Lead Generation, Sales Operations, Salesforce.com, Clinical Research, Pharmaceutical Industry, New Business Development, Needs Analysis, Product Launch, Marketing Strategy, Dermatology, Marketing, Sales, Advertising, Human Resources, Cold Calling, Online Advertising, Digital Media, Negotiation, Media Buying, Strategic Planning, Media Planning, Sales Management, Social Media, Mobile Advertising, Competitive Analysis, Training, Recruiting
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Marketing/Finance
ITOPS Solutions, LLC March 2014 - Present
Skintastic August 2014 - August 2015
Le Beau Visage Medical Spa October 2013 - July 2014
VIP Search Group September 2012 - October 2013
NCC Media January 2006 - September 2012
KDFW-TV FOX 4 Dallas-Fort Worth January 2003 - December 2005
AXA Advisors December 2001 - January 2003
Skills
Direct Sales, Sales Presentations, CRM, Business Development, Sales Process, Account Management, Forecasting, Lead Generation, Sales Operations, Salesforce.com, Clinical Research, Pharmaceutical Industry, New Business Development, Needs Analysis, Product Launch, Marketing Strategy, Dermatology, Marketing, Sales, Advertising, Human Resources, Cold Calling, Online Advertising, Digital Media, Negotiation, Media Buying, Strategic Planning, Media Planning, Sales Management, Social Media, Mobile Advertising, Competitive Analysis, Training, Recruiting
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Marketing/Finance
Ana Stephanie Fortuna's AXA Advisors Experience February 2010 - Present
Job Administrative Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2010 - Present
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Team Building, PowerPoint, Customer Service, English
Education
CUNY New York City College of Technology 2010 — 2015
Bachelor's degree, Human Services, General
AXA Advisors February 2010 - Present
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Team Building, PowerPoint, Customer Service, English
Education
CUNY New York City College of Technology 2010 — 2015
Bachelor's degree, Human Services, General
Jason Lampa, MBA's AXA Advisors Experience January 2001 - December 2001
Job CoFounder and Managing Director Investment Manager Marketing & Distribution
Industry Investment Management
Experience
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Ty Draper's AXA Advisors Experience June 2013 - May 2015
Job Financial Consultant at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group May 2015 - Present
AXA Advisors June 2013 - May 2015
Merri-Hill Construction, Inc. January 2006 - January 2013
Skills
Public Speaking, Customer Service, Life Insurance, New Business Development, Team Building, Sales, Series 7, Health Insurance, Series 63, Variable Annuities, Variable Life, Marketing, Small Business, Insurance, Estate Planning, Disability Insurance, Investments, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Retirement Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Securities, Wealth Management, Employee Benefits, Asset Management, Finance, Portfolio Management, Financial Analysis, Risk Management, 401k, IRAs
Education
Cumberland University 1992 — 1996
Bachelor of Science (BS), Pre-Law Studies
University of Tennessee-Knoxville 1991 — 1992
Engineering
Cumberland University
Master of Business Administration (MBA)
Summit Advisory Group May 2015 - Present
AXA Advisors June 2013 - May 2015
Merri-Hill Construction, Inc. January 2006 - January 2013
Skills
Public Speaking, Customer Service, Life Insurance, New Business Development, Team Building, Sales, Series 7, Health Insurance, Series 63, Variable Annuities, Variable Life, Marketing, Small Business, Insurance, Estate Planning, Disability Insurance, Investments, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Retirement Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Securities, Wealth Management, Employee Benefits, Asset Management, Finance, Portfolio Management, Financial Analysis, Risk Management, 401k, IRAs
Education
Cumberland University 1992 — 1996
Bachelor of Science (BS), Pre-Law Studies
University of Tennessee-Knoxville 1991 — 1992
Engineering
Cumberland University
Master of Business Administration (MBA)
Tracie Tate's AXA Advisors Experience October 1994 - January 2015
Job Administrative Assistant at Pike & Preston LLC
Industry Financial Services
Experience
Pike & Preston LLC 2007 - Present
AXA Advisors October 1994 - January 2015
MONY Life Insurance 1994 - 2015
Brock McVey Company September 1991 - May 1994
Skills
Life & Health Licensed, Excel, Insurance, Microsoft Office, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Administrative Support, Microsoft Excel, Budgets, Microsoft Word, Event Planning, Social Media, Public Speaking, Strategic Planning, Team Building, Marketing, Sales
Education
Cumberland College 1980 — 1981
Art with a major in Education
Laurel County High School 1977 — 1980
diploma
Pike & Preston LLC 2007 - Present
AXA Advisors October 1994 - January 2015
MONY Life Insurance 1994 - 2015
Brock McVey Company September 1991 - May 1994
Skills
Life & Health Licensed, Excel, Insurance, Microsoft Office, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Administrative Support, Microsoft Excel, Budgets, Microsoft Word, Event Planning, Social Media, Public Speaking, Strategic Planning, Team Building, Marketing, Sales
Education
Cumberland College 1980 — 1981
Art with a major in Education
Laurel County High School 1977 — 1980
diploma
John Heddens, CFP® John Heddens, CFP®'s AXA Advisors Experience January 1990 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
AXA Advisors January 1990 - Present
Skills
Estate Planning, Retirement Planning, Financial Planning, Asset Management, Insurance Planning
Education
Colorado State University 1983 — 1987
Bachelor of Science (B.S.), Business
AXA Advisors January 1990 - Present
Skills
Estate Planning, Retirement Planning, Financial Planning, Asset Management, Insurance Planning
Education
Colorado State University 1983 — 1987
Bachelor of Science (B.S.), Business
Neil Manthe Neil Manthe's AXA Advisors Experience January 2009 - August 2009
Job Field Recruitment Strategy Consultant at Securian Financial Group
Industry Management Consulting
Experience
Securian Financial Group March 2015 - Present
Slalom Consulting November 2013 - February 2015
The Mergis Group April 2012 - November 2013
Maxim Healthcare Services May 2011 - March 2012
Edward Jones December 2009 - April 2011
AXA Advisors January 2009 - August 2009
ING DIRECT September 2008 - August 2009
Skills
Recruiting, Talent Acquisition, Financial Analysis, Financial Services, Leadership, Insurance, Sales, Applicant Tracking..., Executive Search, Resume Writing, CRM, College Recruiting, Temporary Placement, Internet Recruiting, Series 7, Interviews, Benefits Negotiation, Customer Service, Contract Recruitment, Contract Negotiation, Staffing Services, Banking, Investments, Temporary Staffing, Onboarding, Employee Relations, Networking, Cold Calling, Sourcing, Securities, Technical Recruiting, Hiring, Screening Resumes, Finance, Uniform Combined State..., Training, Employee Benefits, PeopleSoft, Permanent Placement, Human Resources, New Hire Orientations, Writing Skills, Personal Communication, Series 66, Salary Negotiation, Recruitment/Retention, Management Consulting, IT Recruitment
Education
St. Cloud State University-- G.R. Herberger College of Business 2006 — 2008
Bachelors of Science, International Business
Concordia College 2004 — 2006
Monroe High School
St. Boniface
Securian Financial Group March 2015 - Present
Slalom Consulting November 2013 - February 2015
The Mergis Group April 2012 - November 2013
Maxim Healthcare Services May 2011 - March 2012
Edward Jones December 2009 - April 2011
AXA Advisors January 2009 - August 2009
ING DIRECT September 2008 - August 2009
Skills
Recruiting, Talent Acquisition, Financial Analysis, Financial Services, Leadership, Insurance, Sales, Applicant Tracking..., Executive Search, Resume Writing, CRM, College Recruiting, Temporary Placement, Internet Recruiting, Series 7, Interviews, Benefits Negotiation, Customer Service, Contract Recruitment, Contract Negotiation, Staffing Services, Banking, Investments, Temporary Staffing, Onboarding, Employee Relations, Networking, Cold Calling, Sourcing, Securities, Technical Recruiting, Hiring, Screening Resumes, Finance, Uniform Combined State..., Training, Employee Benefits, PeopleSoft, Permanent Placement, Human Resources, New Hire Orientations, Writing Skills, Personal Communication, Series 66, Salary Negotiation, Recruitment/Retention, Management Consulting, IT Recruitment
Education
St. Cloud State University-- G.R. Herberger College of Business 2006 — 2008
Bachelors of Science, International Business
Concordia College 2004 — 2006
Monroe High School
St. Boniface
Raymond Ally Raymond Ally's AXA Advisors Experience 1997 - 2000
Job SENIOR RELATIONSHIP MANAGER at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2006 - Present
JPMorgan Chase 2001 - 2006
AXA Advisors 1997 - 2000
Electronic Trading Group LLC 1995 - 1996
International Monetary Fund 1993 - 1995
Skills
Small Business Lending, Commercial Lending, Treasury Services, Lines Of Credit, Loans, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Cross Selling, Retail Banking, Credit Risk, Portfolio Management, Merchant Services, SBA, Asset Based Lending, Underwriting, Financial Services, Business Planning, Treasury Management, Real Estate Financing
Education
Dalhousie University 1991 — 1993
Master of Arts (M.A.), Economics
Saint Mary's University 1987 — 1990
Bachelor of Commerce (B.Com.), Economics & Finance
JPMorgan Chase 2006 - Present
JPMorgan Chase 2001 - 2006
AXA Advisors 1997 - 2000
Electronic Trading Group LLC 1995 - 1996
International Monetary Fund 1993 - 1995
Skills
Small Business Lending, Commercial Lending, Treasury Services, Lines Of Credit, Loans, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Cross Selling, Retail Banking, Credit Risk, Portfolio Management, Merchant Services, SBA, Asset Based Lending, Underwriting, Financial Services, Business Planning, Treasury Management, Real Estate Financing
Education
Dalhousie University 1991 — 1993
Master of Arts (M.A.), Economics
Saint Mary's University 1987 — 1990
Bachelor of Commerce (B.Com.), Economics & Finance
Joshua Ryan Powell Joshua Ryan Powell's AXA Advisors Experience January 2013 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
The Huntington Investment Company September 2015 - Present
PNC December 2013 - September 2015
AXA Advisors January 2013 - December 2013
Pawol Capital LLC 2012 - February 2013
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Science (M.S.), Security Analysis and Portfolio Management
Youngstown State University 2006 — 2011
Business Administration, Finance
The Huntington Investment Company September 2015 - Present
PNC December 2013 - September 2015
AXA Advisors January 2013 - December 2013
Pawol Capital LLC 2012 - February 2013
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Science (M.S.), Security Analysis and Portfolio Management
Youngstown State University 2006 — 2011
Business Administration, Finance
Kris Gordon Kris Gordon's AXA Advisors Experience August 2014 - November 2014
Job Office Manager at Paradigm Financial Partners, LLC
Industry Public Relations and Communications
Experience
Paradigm Financial Partners December 2014 - Present
AXA Advisors August 2014 - November 2014
Coleytown Middle School April 2012 - June 2014
Digital Generation Systems (DG Systems) 1999 - 2001
Target December 1988 - November 1998
Skills
Fundraising, Community Outreach, Event Planning, Social Media, Public Relations, Editing, Nonprofits, Program Development, Volunteer Management, Public Speaking, Event Management, Community Development, Strategic Communications, Grant Writing, Facebook, Internal Communications, File Management, Microsoft Office, Report Writing, Confidentiality, Marketing Strategy, Marketing, Sales, Marketing Communications, PowerPoint
Education
Colorado State University 1988 — 1993
Bachelor of Science (BS), Human Development and Family Studies, General
Paradigm Financial Partners December 2014 - Present
AXA Advisors August 2014 - November 2014
Coleytown Middle School April 2012 - June 2014
Digital Generation Systems (DG Systems) 1999 - 2001
Target December 1988 - November 1998
Skills
Fundraising, Community Outreach, Event Planning, Social Media, Public Relations, Editing, Nonprofits, Program Development, Volunteer Management, Public Speaking, Event Management, Community Development, Strategic Communications, Grant Writing, Facebook, Internal Communications, File Management, Microsoft Office, Report Writing, Confidentiality, Marketing Strategy, Marketing, Sales, Marketing Communications, PowerPoint
Education
Colorado State University 1988 — 1993
Bachelor of Science (BS), Human Development and Family Studies, General
Albert Izrailov Albert Izrailov's AXA Advisors Experience 2011 - March 2013
Job Design Assistant at Yellow Rat Bastard
Industry Financial Services
Experience
Brian Worthington & Associates November 2013 - March 2014
Yellow Rat Bastard June 2013 - July 2013
AXA Advisors 2011 - March 2013
Skills
Portfolio Management, Finance, Management, Asset Management, Analysis, Entrepreneurship, Investments, Business Development, Risk Management, Budgets, Strategy, Business Planning, Banking, Small Business, Business, Asset, Accounting, Insurance, Financial Analysis, Photoshop, Adobe Creative Suite, Asset Managment, Business Analysis, Credit, InDesign, Graphic Design, Photography, Illustrator, Dreamweaver, HTML, HTML5, CSS, WordPress, Final Cut Pro, Cinema 4D, Adobe Contribute, Flash Professional, Adobe Fireworks, Adobe Creative Cloud, AutoCAD, 3D Studio Max, Maya, Computer Hardware, Computer Repair, Printers, Java, JavaScript, Web Design, Web Development, Website Development
Education
CUNY New York City College of Technology
Communciation Design, Animation/Game design with web design
Brian Worthington & Associates November 2013 - March 2014
Yellow Rat Bastard June 2013 - July 2013
AXA Advisors 2011 - March 2013
Skills
Portfolio Management, Finance, Management, Asset Management, Analysis, Entrepreneurship, Investments, Business Development, Risk Management, Budgets, Strategy, Business Planning, Banking, Small Business, Business, Asset, Accounting, Insurance, Financial Analysis, Photoshop, Adobe Creative Suite, Asset Managment, Business Analysis, Credit, InDesign, Graphic Design, Photography, Illustrator, Dreamweaver, HTML, HTML5, CSS, WordPress, Final Cut Pro, Cinema 4D, Adobe Contribute, Flash Professional, Adobe Fireworks, Adobe Creative Cloud, AutoCAD, 3D Studio Max, Maya, Computer Hardware, Computer Repair, Printers, Java, JavaScript, Web Design, Web Development, Website Development
Education
CUNY New York City College of Technology
Communciation Design, Animation/Game design with web design
Chery Koury's AXA Advisors Experience January 2010 - July 2010
Job
Industry Consumer Services
Experience
Applewood Plumbing Heating & Electric 2010 - Present
AXA Advisors January 2010 - July 2010
Hay and Company January 2008 - December 2009
Village Homes of Colorado April 2004 - October 2007
Skills
Management, Marketing, Market Research, Talent Acquisition, Advertising, Sales, Event Planning, Budgets, Employee Relations, Customer Service, Team Building, Recruiting, Social Media, Marketing Strategy, Leadership
Education
Colorado State University
Bachelor's degree
Mountain States Employers Council, Inc.
Human Resources Certificate
Applewood Plumbing Heating & Electric 2010 - Present
AXA Advisors January 2010 - July 2010
Hay and Company January 2008 - December 2009
Village Homes of Colorado April 2004 - October 2007
Skills
Management, Marketing, Market Research, Talent Acquisition, Advertising, Sales, Event Planning, Budgets, Employee Relations, Customer Service, Team Building, Recruiting, Social Media, Marketing Strategy, Leadership
Education
Colorado State University
Bachelor's degree
Mountain States Employers Council, Inc.
Human Resources Certificate
Bre Steinmeyer Bre Steinmeyer's AXA Advisors Experience 2012 - 2013
Job Marketing and Events Intern at Crazy Mountain Brewing Company
Industry Marketing and Advertising
Experience
Crazy Mountain Brewing Company May 2014 - Present
The Garment District January 2014 - Present
Pi Beta Phi Fraternity December 2011 - January 2013
AXA Advisors 2012 - 2013
Axa Advirosrs January 2012 - July 2012
Kelley, Scristmier & Bryne, P.C May 2011 - August 2011
God Father's Pizzeria May 2010 - August 2010
Skills
Marketing, Management, Merchandising, Retail, Social Media, Customer Service, Event Planning, Digital Marketing, Microsoft Word, Public Speaking, Time Management
Education
Colorado State University 2010 — 2014
Bachelor of Science, Business Administration; Marketing and Management
Crazy Mountain Brewing Company May 2014 - Present
The Garment District January 2014 - Present
Pi Beta Phi Fraternity December 2011 - January 2013
AXA Advisors 2012 - 2013
Axa Advirosrs January 2012 - July 2012
Kelley, Scristmier & Bryne, P.C May 2011 - August 2011
God Father's Pizzeria May 2010 - August 2010
Skills
Marketing, Management, Merchandising, Retail, Social Media, Customer Service, Event Planning, Digital Marketing, Microsoft Word, Public Speaking, Time Management
Education
Colorado State University 2010 — 2014
Bachelor of Science, Business Administration; Marketing and Management
Troy Matthews Troy Matthews's AXA Advisors Experience October 2011 - March 2012
Job Compliance Specialist
Industry Financial Services
Experience
Financial Services Industry May 2013 - Present
Cetera Financial Group April 2012 - May 2013
AXA Advisors October 2011 - March 2012
Tri State Ford March 2011 - October 2011
Education
Creighton University School of Law 2014 — 2017
Juris Doctor (J.D.)
Northwest Missouri State University 2010 — 2011
MBA, Business Administration and Management, General
Northwest Missouri State University 2005 — 2009
Bachelor's, Corporate Finance
Financial Services Industry May 2013 - Present
Cetera Financial Group April 2012 - May 2013
AXA Advisors October 2011 - March 2012
Tri State Ford March 2011 - October 2011
Education
Creighton University School of Law 2014 — 2017
Juris Doctor (J.D.)
Northwest Missouri State University 2010 — 2011
MBA, Business Administration and Management, General
Northwest Missouri State University 2005 — 2009
Bachelor's, Corporate Finance
RALPH RODRIGUEZ RALPH RODRIGUEZ's AXA Advisors Experience July 2012 - April 2013
Job Small Business Banking Specialist at Citibank
Industry Banking
Experience
Citibank July 2015 - Present
Citibank July 2015 - July 2015
Bank of America May 2013 - July 2015
AXA Advisors July 2012 - April 2013
Chase Bank 2011 - 2012
United States Marine Corps 2002 - 2011
Skills
Financial Advisory, Operations Management, Educational Leadership, Retail Banking, Tax Preparation, Military Experience, Military Logistics, Military Operations, Military Training, Critical Thinking, Defense, DoD, Finance, Force Protection, Government Contracting, Government, Leadership, Logistics Management, Military, Military Liaison, Mission Accomplishment, Operational Planning, Organizational..., Personnel Supervision, Team Leadership, Time Management, Teamwork, Army, CQB, Combat Lifesaver, Command, Counterterrorism, Emergency Management, Employee Benefits, Leadership Development, Networking, Policy, Program Management, Public Speaking, Retirement, Retirement Planning, Risk Assessment, Risk Management, Small Arms, Small Business, Strategic Financial..., Strategic Planning, Supervisory Skills, Team Building, Training
Education
Cornell University 1995 — 1997
Citibank July 2015 - Present
Citibank July 2015 - July 2015
Bank of America May 2013 - July 2015
AXA Advisors July 2012 - April 2013
Chase Bank 2011 - 2012
United States Marine Corps 2002 - 2011
Skills
Financial Advisory, Operations Management, Educational Leadership, Retail Banking, Tax Preparation, Military Experience, Military Logistics, Military Operations, Military Training, Critical Thinking, Defense, DoD, Finance, Force Protection, Government Contracting, Government, Leadership, Logistics Management, Military, Military Liaison, Mission Accomplishment, Operational Planning, Organizational..., Personnel Supervision, Team Leadership, Time Management, Teamwork, Army, CQB, Combat Lifesaver, Command, Counterterrorism, Emergency Management, Employee Benefits, Leadership Development, Networking, Policy, Program Management, Public Speaking, Retirement, Retirement Planning, Risk Assessment, Risk Management, Small Arms, Small Business, Strategic Financial..., Strategic Planning, Supervisory Skills, Team Building, Training
Education
Cornell University 1995 — 1997
Michael D. Marchetta, LUTCF's AXA Advisors Experience March 2008 - May 2011
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
AXA Advisors March 2008 - May 2011
MetLife January 1998 - March 2008
MetLife January 1995 - January 1998
MetLife January 1993 - January 1995
Hilton Worldwide, Holiday Inn Crown Plaza, Radisson Hotels January 1979 - January 1993
National Airlines 1983 - 1986
Education
University of Pennsylvania - The Wharton School
Dartmouth College
Tax Institute on Estate Planning
Mercy College 1981 — 1983
BS, Law
Ameriprise Financial Services, Inc. May 2011 - Present
AXA Advisors March 2008 - May 2011
MetLife January 1998 - March 2008
MetLife January 1995 - January 1998
MetLife January 1993 - January 1995
Hilton Worldwide, Holiday Inn Crown Plaza, Radisson Hotels January 1979 - January 1993
National Airlines 1983 - 1986
Education
University of Pennsylvania - The Wharton School
Dartmouth College
Tax Institute on Estate Planning
Mercy College 1981 — 1983
BS, Law
Bruce Mackey Bruce Mackey's AXA Advisors Experience December 2011 - July 2013
Job Financial Services Professional OR Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2013 - Present
AXA Advisors December 2011 - July 2013
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement, Small Business, Succession planning
Education
Cornell University 1968 — 1973
BS, Biology
NYLIFE Securities LLC July 2013 - Present
AXA Advisors December 2011 - July 2013
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement, Small Business, Succession planning
Education
Cornell University 1968 — 1973
BS, Biology
Griffin Leahy's AXA Advisors Experience May 2008 - June 2008
Job Director at FPL Advisory Group
Industry Management Consulting
Experience
FPL Advisory Group August 2015 - Present
NineSigma February 2014 - August 2015
Gerson Lehrman Group January 2013 - February 2014
Indeed.com May 2012 - January 2013
OneWire July 2010 - May 2012
OneWire January 2009 - May 2012
International Publishing Company 2008 - 2009
AXA Advisors May 2008 - June 2008
Skills
New Business Development, Business Development, Cold Calling, Market Research, Social Media, Salesforce.com, Business Strategy, Microsoft Office, Strategic Partnerships, CRM, B2B, Account Management, Sales, SaaS, Sales Presentations, Leadership, Selling, Start-ups, Solution Selling, Online Advertising, Sales Management, Marketing, Strategy
Education
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Avon Old Farms 2000 — 2004
FPL Advisory Group August 2015 - Present
NineSigma February 2014 - August 2015
Gerson Lehrman Group January 2013 - February 2014
Indeed.com May 2012 - January 2013
OneWire July 2010 - May 2012
OneWire January 2009 - May 2012
International Publishing Company 2008 - 2009
AXA Advisors May 2008 - June 2008
Skills
New Business Development, Business Development, Cold Calling, Market Research, Social Media, Salesforce.com, Business Strategy, Microsoft Office, Strategic Partnerships, CRM, B2B, Account Management, Sales, SaaS, Sales Presentations, Leadership, Selling, Start-ups, Solution Selling, Online Advertising, Sales Management, Marketing, Strategy
Education
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Avon Old Farms 2000 — 2004
Derek Eichenwald Derek Eichenwald's AXA Advisors Experience March 2003 - June 2008
Job Financial Advisor, Senior Investment Executive and Managing Partner at Triumph Capital, LLC
Industry Financial Services
Experience
Triumph Capital, LLC Private Wealth Management July 2009 - Present
Raymond James July 2008 - July 2009
AXA Advisors March 2003 - June 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Retirement, Asset Managment, Series 7, Portfolio Management, Fixed Annuities, Financial Advisory, Life Insurance, Financial Planners, Wealth, Investment Banking, Long Term Care Insurance, Series 24, Fixed Income, Private Equity, Insurance, Hedge Funds, Financial Analysis, Equities, Investment Advisory, Wealth Management, FINRA, Investment Strategies, 401k Rollovers, Long-term Care, 401k, Asset Allocation, Securities, Finance, Wealth Management..., Financial Services, Alternative Investments, IRAs, Wealth Accumulation, Disability Insurance, Asset Management, Financial Planning, Series 65, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2006 — 2009
Retirement and Estate Planning, Accounting and Finance
Colorado State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Triumph Capital, LLC Private Wealth Management July 2009 - Present
Raymond James July 2008 - July 2009
AXA Advisors March 2003 - June 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Retirement, Asset Managment, Series 7, Portfolio Management, Fixed Annuities, Financial Advisory, Life Insurance, Financial Planners, Wealth, Investment Banking, Long Term Care Insurance, Series 24, Fixed Income, Private Equity, Insurance, Hedge Funds, Financial Analysis, Equities, Investment Advisory, Wealth Management, FINRA, Investment Strategies, 401k Rollovers, Long-term Care, 401k, Asset Allocation, Securities, Finance, Wealth Management..., Financial Services, Alternative Investments, IRAs, Wealth Accumulation, Disability Insurance, Asset Management, Financial Planning, Series 65, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2006 — 2009
Retirement and Estate Planning, Accounting and Finance
Colorado State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Craig Fabrikant Craig Fabrikant's AXA Advisors Experience February 2009 - Present
Job Vice President/Partner at The Aden Group
Industry Financial Services
Experience
The Aden Group November 2014 - Present
AXA Advisors February 2009 - Present
Ashland Country Club January 2008 - February 2009
SouthRidge Golf Club January 2000 - October 2007
Education
Colorado State University
Bachelor of Arts (B.A.), Social Sciences
The Aden Group November 2014 - Present
AXA Advisors February 2009 - Present
Ashland Country Club January 2008 - February 2009
SouthRidge Golf Club January 2000 - October 2007
Education
Colorado State University
Bachelor of Arts (B.A.), Social Sciences
Jacob Petion Jacob Petion's AXA Advisors Experience January 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
US Army 2006 - July 2010
Skills
Financial Consulting
Education
CUNY York College 2011 — 2014
Bachelor's degree, Economics
CUNY York College 1999 — 2003
Bachelor's degree, English Language and Literature/Letters
AXA Advisors January 2015 - Present
US Army 2006 - July 2010
Skills
Financial Consulting
Education
CUNY York College 2011 — 2014
Bachelor's degree, Economics
CUNY York College 1999 — 2003
Bachelor's degree, English Language and Literature/Letters
A.J. Femminello A.J. Femminello's AXA Advisors Experience September 2013 - February 2014
Job Wealth Transfer Analyst
Industry Law Practice
Experience
Valley Forge Financial Group March 2014 - Present
AXA Advisors September 2013 - February 2014
Delaware County Office of the District Attorney May 2012 - April 2013
Gallagher, Schoenfeld, Surkin, Chupein, & Demis June 2011 - August 2011
New York City Department of Transportation June 2010 - August 2010
New York City Department of Transportation June 2009 - August 2009
Skills
Finance, Litigation, Corporate Law, Employment Law, Legal Research, Microsoft Office, Hearings, Financial Advisory, Estate Planning, Asset Management, Financial Services, Business Analysis, Business Strategy, Stock Market Analysis, Insurance, Bond Markets, Compliance, Legal Writing, Public Speaking, Criminal Law, Estate Tax Planning, Windows, Mac OS, Microsoft Excel
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (JD)
Villanova University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Labor Relations
Valley Forge Financial Group March 2014 - Present
AXA Advisors September 2013 - February 2014
Delaware County Office of the District Attorney May 2012 - April 2013
Gallagher, Schoenfeld, Surkin, Chupein, & Demis June 2011 - August 2011
New York City Department of Transportation June 2010 - August 2010
New York City Department of Transportation June 2009 - August 2009
Skills
Finance, Litigation, Corporate Law, Employment Law, Legal Research, Microsoft Office, Hearings, Financial Advisory, Estate Planning, Asset Management, Financial Services, Business Analysis, Business Strategy, Stock Market Analysis, Insurance, Bond Markets, Compliance, Legal Writing, Public Speaking, Criminal Law, Estate Tax Planning, Windows, Mac OS, Microsoft Excel
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (JD)
Villanova University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Labor Relations
Andrew Mehl Andrew Mehl's AXA Advisors Experience April 2014 - June 2015
Job Founder and CEO at Contrarian Brokerage
Industry Financial Services
Experience
Contrarian Brokerage July 2015 - Present
AXA Advisors April 2014 - June 2015
The Walt Disney Company July 2010 - September 2010
New Oriental Language School June 2009 - July 2009
BanxCorp June 2008 - July 2008
Panache Privee Ltd. June 2008 - July 2008
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature
Contrarian Brokerage July 2015 - Present
AXA Advisors April 2014 - June 2015
The Walt Disney Company July 2010 - September 2010
New Oriental Language School June 2009 - July 2009
BanxCorp June 2008 - July 2008
Panache Privee Ltd. June 2008 - July 2008
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature
Paul Felix, ChFC Paul Felix, ChFC's AXA Advisors Experience 2002 - June 2009
Job Senior Vice President at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors July 2009 - Present
AXA Advisors 2002 - June 2009
Momentum Securities February 2001 - March 2002
PricewaterhouseCoopers Limited September 1998 - January 2001
Education
Connecticut College
B.A., History, Economics
Robert Louis Stevenson High School
Lenox Advisors July 2009 - Present
AXA Advisors 2002 - June 2009
Momentum Securities February 2001 - March 2002
PricewaterhouseCoopers Limited September 1998 - January 2001
Education
Connecticut College
B.A., History, Economics
Robert Louis Stevenson High School
Matt Phillips, CFP®, MBA Matt Phillips, CFP®, MBA's AXA Advisors Experience April 2002 - December 2010
Job Financial Professional at Phillips Financial
Industry Financial Services
Experience
Phillips Financial January 2011 - Present
AXA Advisors April 2002 - December 2010
LSI Logic 1997 - 2003
Current, Inc 1995 - 1997
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Certificate, Retirement Planning
Colorado State University 1994 — 1995
MBA, Finance
Colorado State University 1990 — 1993
Business Administration, Finance
Phillips Financial January 2011 - Present
AXA Advisors April 2002 - December 2010
LSI Logic 1997 - 2003
Current, Inc 1995 - 1997
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Certificate, Retirement Planning
Colorado State University 1994 — 1995
MBA, Finance
Colorado State University 1990 — 1993
Business Administration, Finance
Alexander Graf's AXA Advisors Experience March 2009 - May 2009
Job Business Development & Relationship Management
Industry Banking
Experience
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
John R Wilson's AXA Advisors Experience September 2002 - July 2003
Job
Industry Information Technology and Services
Experience
General Information Technology September 2011 - November 2012
Soft Tech Consulting May 2009 - August 2009
Model Driven Solutions February 2008 - April 2009
Technolgy Solutions & Services, Inc. June 2007 - February 2008
Bowie State University November 2003 - December 2006
BSU November 2003 - December 2006
AXA Advisors September 2002 - July 2003
IBM 1986 - 2002
Skills
Program Management, Project Management, MS Project, Experienced Business..., Requirements Analysis, Functional Requirements, PMO, Process Improvement, Software Project..., Software Development, Analysis, IT Strategy, Integration, Management Consulting, PMP, Business Process..., SOA, Security, Testing, Cloud Computing, Vendor Management, Business Process, SQL, Visio, IT Management, Change Management, SharePoint, Cross-functional Team..., Strategy, ITIL, Business Development, Software Documentation, Project Planning, Leadership
Education
The College of William and Mary - The Mason School of Business 1983 — 1985
Business
Norfolk State University 1979 — 1981
Business
Dartmouth College 1976 — 1980
BA, Sociology
General Information Technology September 2011 - November 2012
Soft Tech Consulting May 2009 - August 2009
Model Driven Solutions February 2008 - April 2009
Technolgy Solutions & Services, Inc. June 2007 - February 2008
Bowie State University November 2003 - December 2006
BSU November 2003 - December 2006
AXA Advisors September 2002 - July 2003
IBM 1986 - 2002
Skills
Program Management, Project Management, MS Project, Experienced Business..., Requirements Analysis, Functional Requirements, PMO, Process Improvement, Software Project..., Software Development, Analysis, IT Strategy, Integration, Management Consulting, PMP, Business Process..., SOA, Security, Testing, Cloud Computing, Vendor Management, Business Process, SQL, Visio, IT Management, Change Management, SharePoint, Cross-functional Team..., Strategy, ITIL, Business Development, Software Documentation, Project Planning, Leadership
Education
The College of William and Mary - The Mason School of Business 1983 — 1985
Business
Norfolk State University 1979 — 1981
Business
Dartmouth College 1976 — 1980
BA, Sociology
Joshua Beams, CFP®'s AXA Advisors Experience 2006 - March 2011
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
USAA June 2012 - September 2014
USAA November 2009 - June 2012
AXA Advisors 2006 - March 2011
US Army February 2001 - June 2005
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Project Management
The American College 2011 — 2012
CFP, Certifed Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
College for Financial Planning 2009 — 2010
AAMS, Asset Management
Charles Schwab October 2014 - Present
USAA June 2012 - September 2014
USAA November 2009 - June 2012
AXA Advisors 2006 - March 2011
US Army February 2001 - June 2005
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Project Management
The American College 2011 — 2012
CFP, Certifed Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
College for Financial Planning 2009 — 2010
AAMS, Asset Management
Laurie Turnof's AXA Advisors Experience May 2002 - June 2003
Job Management Consultant at North Highland
Industry Financial Services
Experience
North Highland May 2014 - Present
Citi October 2012 - May 2014
ZAISGroup International, LLP January 2011 - May 2012
LAMCO LLC August 2009 - January 2011
Lehman Brothers August 2007 - February 2009
Lehman Brothers August 2004 - August 2007
Lehman Brothers June 2003 - August 2004
AXA Advisors May 2002 - June 2003
Skills
Finance, Mutual Funds, Risk Management, Credit Derivatives, Structured Products, Fixed Income, Strategic Planning, Credit, Private Equity, Management, Capital Markets, Settlement, Strategy, Financial Reporting, Financial Risk, Trading, Internal Controls, Middle Office, Hedging, Account Reconciliation, Equities, Interest Rate..., Due Diligence, Securities, Derivatives, Financial Services
Education
Columbia University in the City of New York 1999 — 2003
B.A., Economics
The Jewish Theological Seminary 1999 — 2003
B.A., Bible
North Highland May 2014 - Present
Citi October 2012 - May 2014
ZAISGroup International, LLP January 2011 - May 2012
LAMCO LLC August 2009 - January 2011
Lehman Brothers August 2007 - February 2009
Lehman Brothers August 2004 - August 2007
Lehman Brothers June 2003 - August 2004
AXA Advisors May 2002 - June 2003
Skills
Finance, Mutual Funds, Risk Management, Credit Derivatives, Structured Products, Fixed Income, Strategic Planning, Credit, Private Equity, Management, Capital Markets, Settlement, Strategy, Financial Reporting, Financial Risk, Trading, Internal Controls, Middle Office, Hedging, Account Reconciliation, Equities, Interest Rate..., Due Diligence, Securities, Derivatives, Financial Services
Education
Columbia University in the City of New York 1999 — 2003
B.A., Economics
The Jewish Theological Seminary 1999 — 2003
B.A., Bible
Bari Wood's AXA Advisors Experience 1999 - 2002
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Jeffrey Burbank's AXA Advisors Experience June 2007 - August 2007
Job Senior Consultant at Archstone Consulting
Industry Management Consulting
Experience
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Shawn Tully's AXA Advisors Experience March 2009 - October 2009
Job Fixed Income Broker at MND Partners
Industry Financial Services
Experience
MND Partners January 2014 - Present
Fundamental Brokers October 2011 - January 2014
JPMorgan Chase October 2009 - October 2011
AXA Advisors March 2009 - October 2009
Connections of New York 2006 - 2009
Skills
Series 7, Series 63, Fixed Income, Securities, Trading, Financial Services, Derivatives, Finance
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
MND Partners January 2014 - Present
Fundamental Brokers October 2011 - January 2014
JPMorgan Chase October 2009 - October 2011
AXA Advisors March 2009 - October 2009
Connections of New York 2006 - 2009
Skills
Series 7, Series 63, Fixed Income, Securities, Trading, Financial Services, Derivatives, Finance
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
Gene Arthur's AXA Advisors Experience June 2006 - April 2008
Job President at GA Associates LLC
Industry Management Consulting
Experience
Cigolini & Associates Appraise 1-4 Family residential real estate properties.PresidentGA Associates LLCFebruary 2011 - December 2012
New York Life Insurance Company June 2008 - November 2010
AXA Advisors June 2006 - April 2008
Skills
Series 63, Series 7, Fixed Income, Investments, Asset Managment, Insurance, Small Business SBA..., Series 65
Education
Columbia University - Columbia Business School 1984 — 1986
Executive MBA Program
Villanova University 1966 — 1970
Bachelor of Science (B.S.), Business Administration, Management and Operations
Cigolini & Associates Appraise 1-4 Family residential real estate properties.PresidentGA Associates LLCFebruary 2011 - December 2012
New York Life Insurance Company June 2008 - November 2010
AXA Advisors June 2006 - April 2008
Skills
Series 63, Series 7, Fixed Income, Investments, Asset Managment, Insurance, Small Business SBA..., Series 65
Education
Columbia University - Columbia Business School 1984 — 1986
Executive MBA Program
Villanova University 1966 — 1970
Bachelor of Science (B.S.), Business Administration, Management and Operations
Arde Rostami , MBA, CFP®'s AXA Advisors Experience September 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2008 - Present
Princeton Financial Planners, LLC July 2007 - September 2008
PSEG 1992 - March 2007
Skills
Retirement Planning, Personal Financial..., Investment Management, Estate Planning, Social Security..., College Education..., Life Insurance Planning, Long Term Care...
Education
Columbia University in the City of New York
Master of Science (MS), Operations Research
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
AXA Advisors September 2008 - Present
Princeton Financial Planners, LLC July 2007 - September 2008
PSEG 1992 - March 2007
Skills
Retirement Planning, Personal Financial..., Investment Management, Estate Planning, Social Security..., College Education..., Life Insurance Planning, Long Term Care...
Education
Columbia University in the City of New York
Master of Science (MS), Operations Research
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Ricko Anderson's AXA Advisors Experience March 2007 - August 2008
Job Infrastructure Project Analyst at McLane Information Systems
Industry Information Technology and Services
Experience
McLane Company June 2009 - Present
Wolf Robotics October 2008 - January 2009
TEKsystems August 2008 - September 2008
AXA Advisors March 2007 - August 2008
DLR Funding May 2005 - March 2007
IBM August 2002 - May 2005
IBM Global Services June 1999 - August 2002
Skills
Security, Servers, Management, Technical Support, Testing, Logistics, Hardware, Process Improvement, Customer Service, Project Planning, Networking
Education
Colorado State University 1997 — 1999
MS, Business Administration
McLane Company June 2009 - Present
Wolf Robotics October 2008 - January 2009
TEKsystems August 2008 - September 2008
AXA Advisors March 2007 - August 2008
DLR Funding May 2005 - March 2007
IBM August 2002 - May 2005
IBM Global Services June 1999 - August 2002
Skills
Security, Servers, Management, Technical Support, Testing, Logistics, Hardware, Process Improvement, Customer Service, Project Planning, Networking
Education
Colorado State University 1997 — 1999
MS, Business Administration
Steven Ruggio's AXA Advisors Experience June 2004 - August 2004
Job Management Consultant at Ernst & Young, LLP
Industry Financial Services
Experience
Ernst & Young June 2005 - Present
Greenbrier Learning Center July 2009 - 2012
AXA Advisors June 2004 - August 2004
George Washington University January 2004 - May 2004
Lydian Wealth Management August 2003 - May 2004
United States House of Representatives January 2003 - August 2003
Skills
Management Consulting, Financial Modeling, Business Process..., Financial Analysis, Risk Management, Financial Reporting, Due Diligence, Business Analysis, Business Transformation, Process Improvement, Program Management, Accounting, Internal Controls, Financial Services, Finance Transformation, Change Management, Governance, Organizational Design, Business Process..., Financial Risk, Capital Markets, IT Strategy, Business Strategy, Project Management, Strategic Planning, Strategic Financial..., Managerial Finance, Vendor Management, Strategy, Management, Consulting, Leadership, Banking, Regulatory Reporting, Federal Reserve
Education
Columbia University - Columbia Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
The George Washington University - School of Business 2002 — 2006
Bachelor, Accountancy and Statistics, Graduated with Honors
The George Washington University
Richmond, The American International University in London 2004 — 2004
Fairfield High School 1998 — 2002
Ernst & Young June 2005 - Present
Greenbrier Learning Center July 2009 - 2012
AXA Advisors June 2004 - August 2004
George Washington University January 2004 - May 2004
Lydian Wealth Management August 2003 - May 2004
United States House of Representatives January 2003 - August 2003
Skills
Management Consulting, Financial Modeling, Business Process..., Financial Analysis, Risk Management, Financial Reporting, Due Diligence, Business Analysis, Business Transformation, Process Improvement, Program Management, Accounting, Internal Controls, Financial Services, Finance Transformation, Change Management, Governance, Organizational Design, Business Process..., Financial Risk, Capital Markets, IT Strategy, Business Strategy, Project Management, Strategic Planning, Strategic Financial..., Managerial Finance, Vendor Management, Strategy, Management, Consulting, Leadership, Banking, Regulatory Reporting, Federal Reserve
Education
Columbia University - Columbia Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
The George Washington University - School of Business 2002 — 2006
Bachelor, Accountancy and Statistics, Graduated with Honors
The George Washington University
Richmond, The American International University in London 2004 — 2004
Fairfield High School 1998 — 2002
Diane Howell's AXA Advisors Experience October 1997 - May 2002
Job Senior Account Executive at Experian, Specialized Sales Channel
Industry Financial Services
Experience
Experian October 2007 - Present
Countrywide, now Bank of America August 2006 - August 2007
Hearthstone Mortgage September 2003 - June 2006
Experian Affiliate/Fidelity National June 2002 - September 2003
AXA Advisors October 1997 - May 2002
Trans Union October 1987 - October 1997
Skills
Credit, Customer Acquisition, Collections and Skip..., Mortgage Lending, Loan Origination, Financial Services, Loans, Business Strategy, Direct Marketing, Database Marketing, Relationship Management, Business Development, Credit Cards, Credit Risk, Insurance, New Business Development, Automotive Industry, Sales Management
Education
Colorado State University
BS, Administrative Dietetics, Child Development, Pre-Med
Experian October 2007 - Present
Countrywide, now Bank of America August 2006 - August 2007
Hearthstone Mortgage September 2003 - June 2006
Experian Affiliate/Fidelity National June 2002 - September 2003
AXA Advisors October 1997 - May 2002
Trans Union October 1987 - October 1997
Skills
Credit, Customer Acquisition, Collections and Skip..., Mortgage Lending, Loan Origination, Financial Services, Loans, Business Strategy, Direct Marketing, Database Marketing, Relationship Management, Business Development, Credit Cards, Credit Risk, Insurance, New Business Development, Automotive Industry, Sales Management
Education
Colorado State University
BS, Administrative Dietetics, Child Development, Pre-Med
Ned Smith's AXA Advisors Experience August 2007 - September 2008
Job Senior Tax Accountant at Dye & Whitcomb, LLC
Industry Accounting
Experience
Rickards & Co. LLP January 2013 - December 2013
Ned J. Smith, CPA, LLC January 2012 - January 2013
Cahill O'Kelly & Associates January 2011 - December 2011
Chris Wyrick, CPA January 2009 - May 2011
AXA Advisors August 2007 - September 2008
Skills
Tax Preparation, Tax, Accounting, Bookkeeping, Quickbooks, Retirement Planning, Financial Planning, Wealth Management, Investments, Mutual Funds, Insurance, Strategic Financial..., CPA, Finance, Financial Statements, Tax Accounting, Financial Planners, QuickBooks, Small Business
Education
Colorado State University 2009 — 2011
Master of Accountancy, Taxation
Utica College of Syracuse University 1979 — 1982
BS, Accounting - CPA
Rickards & Co. LLP January 2013 - December 2013
Ned J. Smith, CPA, LLC January 2012 - January 2013
Cahill O'Kelly & Associates January 2011 - December 2011
Chris Wyrick, CPA January 2009 - May 2011
AXA Advisors August 2007 - September 2008
Skills
Tax Preparation, Tax, Accounting, Bookkeeping, Quickbooks, Retirement Planning, Financial Planning, Wealth Management, Investments, Mutual Funds, Insurance, Strategic Financial..., CPA, Finance, Financial Statements, Tax Accounting, Financial Planners, QuickBooks, Small Business
Education
Colorado State University 2009 — 2011
Master of Accountancy, Taxation
Utica College of Syracuse University 1979 — 1982
BS, Accounting - CPA
Arik Schechet CFP, CPA's AXA Advisors Experience 2003 - 2006
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
William T. Scarlett, MBA's AXA Advisors Experience September 2009 - Present
Job Wealth Management/Investment, Retirement, and Estate Strategies/Life Insurance/Education Funding
Industry Financial Services
Experience
AXA Advisors September 2009 - Present
Skills
Retirement Planning, Wealth Management..., Retirement Asset..., Risk Management, College Savings..., Wealth Succession...
Education
University of Nevada Las Vegas Lee Business School 2008 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Nevada-Las Vegas 2005 — 2007
Bachelors of Science in Business Administration, Business Management
College of Southern Nevada 2004 — 2005
General Studies
AXA Advisors September 2009 - Present
Skills
Retirement Planning, Wealth Management..., Retirement Asset..., Risk Management, College Savings..., Wealth Succession...
Education
University of Nevada Las Vegas Lee Business School 2008 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Nevada-Las Vegas 2005 — 2007
Bachelors of Science in Business Administration, Business Management
College of Southern Nevada 2004 — 2005
General Studies
Sean D'Gornaz's AXA Advisors Experience 2006 - 2007
Job Installation Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price November 2007 - Present
AXA Advisors 2006 - 2007
Skills
Series 7, Series 63, Series 6, 401k, Mutual Funds, FINRA, Investments, Retirement Planning, Financial Services, Asset Allocation, Retirement, Investment Strategies, IRAs, Defined Benefit, Portfolio Management, Securities, Wealth Management, Uniform Combined State..., Strategic Financial..., Asset Management
Education
University of Colorado at Colorado Springs 2007 — 2010
MBA, Finance
Colorado State University 2002 — 2005
BS in Business Administration, Finance
T. Rowe Price November 2007 - Present
AXA Advisors 2006 - 2007
Skills
Series 7, Series 63, Series 6, 401k, Mutual Funds, FINRA, Investments, Retirement Planning, Financial Services, Asset Allocation, Retirement, Investment Strategies, IRAs, Defined Benefit, Portfolio Management, Securities, Wealth Management, Uniform Combined State..., Strategic Financial..., Asset Management
Education
University of Colorado at Colorado Springs 2007 — 2010
MBA, Finance
Colorado State University 2002 — 2005
BS in Business Administration, Finance
Aaron Cooperband's AXA Advisors Experience February 2009 - July 2010
Job Financial Advisor at Stark Miller Financial Benefits Group
Industry Investment Management
Experience
Stark Miller Financial Benefits Group July 2010 - Present
AXA Advisors February 2009 - July 2010
Self Employed January 1998 - January 2009
Deutsche Bank January 1995 - January 1998
Merrill Lynch June 1990 - January 1995
Salomon Brothers September 1986 - August 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
Columbia University in the City of New York 1982 — 1986
BA, Computer Science
Stark Miller Financial Benefits Group July 2010 - Present
AXA Advisors February 2009 - July 2010
Self Employed January 1998 - January 2009
Deutsche Bank January 1995 - January 1998
Merrill Lynch June 1990 - January 1995
Salomon Brothers September 1986 - August 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
Columbia University in the City of New York 1982 — 1986
BA, Computer Science
Fred Van Patten's AXA Advisors Experience October 1983 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1983 - Present
Skills
Retirement Planning, Investment Advisory, Insurance Strategies, Life Insurance Planning, Small Business Solutions, Financial Services..., Employee Benefits, Long Term Care...
Education
Wharton Certificate in Retirement Planning 2006 — 2008
Oglethorpe University 1996 — 1998
Masters, Financial Planning
Woodrow Wilson College of Law 1979 — 1981
JD, Law
College of Charleston 1975 — 1979
BS, Business Administration
AXA Advisors October 1983 - Present
Skills
Retirement Planning, Investment Advisory, Insurance Strategies, Life Insurance Planning, Small Business Solutions, Financial Services..., Employee Benefits, Long Term Care...
Education
Wharton Certificate in Retirement Planning 2006 — 2008
Oglethorpe University 1996 — 1998
Masters, Financial Planning
Woodrow Wilson College of Law 1979 — 1981
JD, Law
College of Charleston 1975 — 1979
BS, Business Administration
Douglas Gregory Herschell's AXA Advisors Experience June 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
Ying Li's AXA Advisors Experience June 2012 - September 2012
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
Colgate Palmolive September 2013 - July 2014
Thomson Reuters February 2013 - June 2013
Pace University November 2011 - January 2013
AXA Advisors June 2012 - September 2012
PwC 2011 - 2011
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science, Accounting
University of Nottingham - Nottingham University Business School 2007 — 2011
Bachelor of Arts (Honours), Finance, Accounting and Management
College of Charleston 2009 — 2010
Exchange Program Studies, Finance and Accounting
Hangzhou No.2 High School 2004 — 2007
Art and Science
PwC August 2014 - Present
Colgate Palmolive September 2013 - July 2014
Thomson Reuters February 2013 - June 2013
Pace University November 2011 - January 2013
AXA Advisors June 2012 - September 2012
PwC 2011 - 2011
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science, Accounting
University of Nottingham - Nottingham University Business School 2007 — 2011
Bachelor of Arts (Honours), Finance, Accounting and Management
College of Charleston 2009 — 2010
Exchange Program Studies, Finance and Accounting
Hangzhou No.2 High School 2004 — 2007
Art and Science
Bill Jadkowski's AXA Advisors Experience January 2003 - November 2004
Job Board Member at eQuality Pathways to Potential
Industry Information Technology and Services
Experience
eQuality - Pathways to Potential February 2011 - Present
Various Companies February 2009 - Present
Edina Rotary Club April 2004 - 2013
Affiance Financial October 2005 - January 2008
Stiles Financial Services December 2004 - June 2005
AXA Advisors January 2003 - November 2004
Self-Employed: Investment Management January 1997 - December 2002
World-Class Imports, Inc. April 1994 - December 1996
Emerson Electric Co. October 1987 - January 1994
KWMU Public Radio - St. Louis, MO 1987 - 1989
Skills
Cross-functional Team..., Project Management, Nonprofits, Strategic Financial..., Accounting, Investment Management, Process Improvement, Mergers & Acquisitions, Analysis, Database Design, Non-profits, Systems Analysis, Board of Directors, Budgets, Relational Databases, Software Project..., Strategy, Banking, Management, Partnerships, End-User and Systems..., Financial Planning, Non-profit Fund..., Strategic Partnerships, Finance, Fundraising, Board Membership, Non-profit Management, Strategic Partnership..., Human Resources
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
M.B.A., Systems/Finance
University of Chicago 1975 — 1977
A.M. (A.B.D.), Information Theory
Washington University in St. Louis 1969 — 1973
A.B., Political Science/History
Yale University - Summer Language Institute 1976 — 1976
First year German
American College 2006 — 2007
Certificate in Financial Planning
eQuality - Pathways to Potential February 2011 - Present
Various Companies February 2009 - Present
Edina Rotary Club April 2004 - 2013
Affiance Financial October 2005 - January 2008
Stiles Financial Services December 2004 - June 2005
AXA Advisors January 2003 - November 2004
Self-Employed: Investment Management January 1997 - December 2002
World-Class Imports, Inc. April 1994 - December 1996
Emerson Electric Co. October 1987 - January 1994
KWMU Public Radio - St. Louis, MO 1987 - 1989
Skills
Cross-functional Team..., Project Management, Nonprofits, Strategic Financial..., Accounting, Investment Management, Process Improvement, Mergers & Acquisitions, Analysis, Database Design, Non-profits, Systems Analysis, Board of Directors, Budgets, Relational Databases, Software Project..., Strategy, Banking, Management, Partnerships, End-User and Systems..., Financial Planning, Non-profit Fund..., Strategic Partnerships, Finance, Fundraising, Board Membership, Non-profit Management, Strategic Partnership..., Human Resources
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
M.B.A., Systems/Finance
University of Chicago 1975 — 1977
A.M. (A.B.D.), Information Theory
Washington University in St. Louis 1969 — 1973
A.B., Political Science/History
Yale University - Summer Language Institute 1976 — 1976
First year German
American College 2006 — 2007
Certificate in Financial Planning
Ted Mitch's AXA Advisors Experience June 2010 - February 2011
Job High Net Worth Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade August 2012 - April 2013
Pittsburgh Steelers April 2007 - December 2012
TD Ameritrade February 2011 - August 2012
Independent Contractor February 2003 - August 2012
AXA Advisors June 2010 - February 2011
AK Steel May 2010 - September 2010
Robert Morris University August 2007 - May 2010
Visiting Nurses Association August 2004 - May 2010
Skills
Microsoft Office, Inventory Management, Event Management, Excel, Customer Service, Word, PowerPoint, Customer Relations, Budgeting, Outlook, Event Planning, Social Media, Problem Solving, Team Building, Process Improvement, Analysis, Time Management, Mentoring, Coaching, Administration, Teamwork, Microsoft Word, Customer Satisfaction, Sales, Banking, Data Analysis, Financial Analysis, Team Leadership
Education
Robert Morris University 2006 — 2010
B.S.B.A, Finance
Deakin University 2009 — 2009
N/A, International Study
TD Ameritrade January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade August 2012 - April 2013
Pittsburgh Steelers April 2007 - December 2012
TD Ameritrade February 2011 - August 2012
Independent Contractor February 2003 - August 2012
AXA Advisors June 2010 - February 2011
AK Steel May 2010 - September 2010
Robert Morris University August 2007 - May 2010
Visiting Nurses Association August 2004 - May 2010
Skills
Microsoft Office, Inventory Management, Event Management, Excel, Customer Service, Word, PowerPoint, Customer Relations, Budgeting, Outlook, Event Planning, Social Media, Problem Solving, Team Building, Process Improvement, Analysis, Time Management, Mentoring, Coaching, Administration, Teamwork, Microsoft Word, Customer Satisfaction, Sales, Banking, Data Analysis, Financial Analysis, Team Leadership
Education
Robert Morris University 2006 — 2010
B.S.B.A, Finance
Deakin University 2009 — 2009
N/A, International Study
Brian Petring's AXA Advisors Experience February 2008 - March 2009
Job at Arizona Department of Economic Security
Industry Law Enforcement
Experience
Arizona Department of Economic Security March 2010 - Present
AXA Advisors February 2008 - March 2009
Shutco Brokerage January 1991 - December 2007
Education
Colorado State University 1987 — 1991
B.S., Human Development & Family Studies
The University of Kansas 1986 — 1987
Pre-Med
Fort Collins High School 1983 — 1986
General
Arizona Department of Economic Security March 2010 - Present
AXA Advisors February 2008 - March 2009
Shutco Brokerage January 1991 - December 2007
Education
Colorado State University 1987 — 1991
B.S., Human Development & Family Studies
The University of Kansas 1986 — 1987
Pre-Med
Fort Collins High School 1983 — 1986
General
Erik Spychalski's AXA Advisors Experience February 2009 - December 2009
Job Insurance Producer at BZ Capital Insurance
Industry Financial Services
Experience
BZ Capital LLC Trading January 2014 - Present
BZ Capital LLC Exteriors January 2014 - Present
BZ Capital Insurance June 2013 - Present
Luxottica Retail August 2010 - October 2012
Guide Book Publishing April 2010 - August 2010
AXA Advisors February 2009 - December 2009
National City Bank August 2001 - February 2009
Skills
Small Business, Business Analysis, Sales Management, Sales, Direct Sales, Outside Sales, Trading, Health Insurance, Life Insurance, Investments, Coaching, Sales Operations, Advertising, Banking, New Business Development, Six Sigma, Team Leadership, Retail Sales, Emotional Intelligence, Leadership, Marketing, Finance, Management
Education
University of Phoenix 2007 — 2008
MBA, Management
University of Phoenix
BS, Management
Northern Illinois University 2005 — 2006
Marketing Management
College of DuPage 2003 — 2005
AA, Marketing Management
BZ Capital LLC Trading January 2014 - Present
BZ Capital LLC Exteriors January 2014 - Present
BZ Capital Insurance June 2013 - Present
Luxottica Retail August 2010 - October 2012
Guide Book Publishing April 2010 - August 2010
AXA Advisors February 2009 - December 2009
National City Bank August 2001 - February 2009
Skills
Small Business, Business Analysis, Sales Management, Sales, Direct Sales, Outside Sales, Trading, Health Insurance, Life Insurance, Investments, Coaching, Sales Operations, Advertising, Banking, New Business Development, Six Sigma, Team Leadership, Retail Sales, Emotional Intelligence, Leadership, Marketing, Finance, Management
Education
University of Phoenix 2007 — 2008
MBA, Management
University of Phoenix
BS, Management
Northern Illinois University 2005 — 2006
Marketing Management
College of DuPage 2003 — 2005
AA, Marketing Management
Steven Alan Campbell, CFP, ChFC, CLU, MS's AXA Advisors Experience 1986 - 2005
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
Matt Kuzma's AXA Advisors Experience June 2000 - Present
Job V.P Midwest Division at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2000 - Present
Education
College of the Atlantic 2007 — 2011
AXA Advisors June 2000 - Present
Education
College of the Atlantic 2007 — 2011
Kyle Pugel's AXA Advisors Experience June 2009 - July 2009
Job Regional Manager at PHH Mortgage NMLS# 384264
Industry Internet
Experience
PHH Mortgage April 2015 - Present
Yelp July 2014 - March 2015
PHH Mortgage October 2011 - June 2014
Quicken Loans May 2011 - September 2011
Commonwealth Financial Network September 2009 - December 2010
AXA Advisors June 2009 - July 2009
Belleview Communities May 2008 - May 2009
Skills
Sales, Real Estate, First Time Home Buyers, Strategic Financial..., Marketing, Financial Analysis, Residential Mortgages, Loans, Investments, Finance, FHA Financing, VA Loans, Loan Origination, Social Media Marketing, Online Advertising, Lead Generation, Salesforce.com, Digital Marketing, VA financing, Jumbo Mortgage, Conventional financing, Mortgage Originations, Second Home Market, Mortgage Banking, Mortgage Lending
Education
College for Financial Planning 2009 — 2009
Registered Paraplanner
Northern Arizona University 2005 — 2009
B.S.B.A, Finance
Copenhagen Business School 2008 — 2008
PHH Mortgage April 2015 - Present
Yelp July 2014 - March 2015
PHH Mortgage October 2011 - June 2014
Quicken Loans May 2011 - September 2011
Commonwealth Financial Network September 2009 - December 2010
AXA Advisors June 2009 - July 2009
Belleview Communities May 2008 - May 2009
Skills
Sales, Real Estate, First Time Home Buyers, Strategic Financial..., Marketing, Financial Analysis, Residential Mortgages, Loans, Investments, Finance, FHA Financing, VA Loans, Loan Origination, Social Media Marketing, Online Advertising, Lead Generation, Salesforce.com, Digital Marketing, VA financing, Jumbo Mortgage, Conventional financing, Mortgage Originations, Second Home Market, Mortgage Banking, Mortgage Lending
Education
College for Financial Planning 2009 — 2009
Registered Paraplanner
Northern Arizona University 2005 — 2009
B.S.B.A, Finance
Copenhagen Business School 2008 — 2008
Sherri Thorp's AXA Advisors Experience May 2006 - March 2007
Job CPA at Smihal & Co.
Industry Financial Services
Experience
Smihal & Co. January 2012 - Present
Amersey Investments March 2010 - January 2012
Gleaner Life Insurance August 2009 - April 2010
AXA Advisors May 2006 - March 2007
Fifth Third Bank August 2004 - November 2005
DBS Companies July 1995 - August 2004
Skills
Microsoft Word, PowerPoint, Newsletters, Graphs, Accounting, Outlook, Finance, Customer Service, Time Management, Microsoft Excel, QuickBooks, UltraTax, Drake Tax Software
Education
Davenport University 1993 — 1995
BBA, Accounting
Davenport University (Great Lakes Jr College) 1991 — 1995
Associates, Data Accounting
Delta 1987 — 1991
Associates, Social Science; Agriculture
Smihal & Co. January 2012 - Present
Amersey Investments March 2010 - January 2012
Gleaner Life Insurance August 2009 - April 2010
AXA Advisors May 2006 - March 2007
Fifth Third Bank August 2004 - November 2005
DBS Companies July 1995 - August 2004
Skills
Microsoft Word, PowerPoint, Newsletters, Graphs, Accounting, Outlook, Finance, Customer Service, Time Management, Microsoft Excel, QuickBooks, UltraTax, Drake Tax Software
Education
Davenport University 1993 — 1995
BBA, Accounting
Davenport University (Great Lakes Jr College) 1991 — 1995
Associates, Data Accounting
Delta 1987 — 1991
Associates, Social Science; Agriculture
Patrick Mead, CFP's AXA Advisors Experience September 1989 - September 2009
Job Managing Partner at Presidio Capital Management
Industry Financial Services
Experience
Presidio Capital Management August 2012 - Present
San Diego Humane Society and SPCA June 2008 - Present
New England Financial-Southland Financial Group October 2009 - November 2012
AXA Advisors September 1989 - September 2009
Skills
Employee Benefits, Estate Planning, Risk Management, Series 7, Retirement Planning, IRAs, 401k, Wealth Management, Financial Planners, Securities, FINRA, Financial Services, Fixed Annuities, Strategic Planning, Investment Advisory, Mutual Funds, Series 63, Financial Advice, Public Education, Asset Managment, Wealth Accumulation, Alternative Investments
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning Process
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing, Finance and Accounting, Magna Cum Laudae
Southern Methodist University-Dedman College 1985 — 1989
BA, History, Magna Cum Laudae
Presidio Capital Management August 2012 - Present
San Diego Humane Society and SPCA June 2008 - Present
New England Financial-Southland Financial Group October 2009 - November 2012
AXA Advisors September 1989 - September 2009
Skills
Employee Benefits, Estate Planning, Risk Management, Series 7, Retirement Planning, IRAs, 401k, Wealth Management, Financial Planners, Securities, FINRA, Financial Services, Fixed Annuities, Strategic Planning, Investment Advisory, Mutual Funds, Series 63, Financial Advice, Public Education, Asset Managment, Wealth Accumulation, Alternative Investments
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning Process
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing, Finance and Accounting, Magna Cum Laudae
Southern Methodist University-Dedman College 1985 — 1989
BA, History, Magna Cum Laudae
Katie Behrens's AXA Advisors Experience 2009 - Present
Job Financal Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA
Katherine Behrens's AXA Advisors Experience Investment AdvisorNew England Financial2004 - 2009
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Investment AdvisorNew England Financial2004 - 2009
AXA/MONEY GROUP 2002 - 2004
Solomon Smith Barney 2000 - 2003
Millennium Partners 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Phd, Urban Policy
New York University
MA, Social Sciences
New York University
BA
AXA Advisors Investment AdvisorNew England Financial2004 - 2009
AXA/MONEY GROUP 2002 - 2004
Solomon Smith Barney 2000 - 2003
Millennium Partners 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Phd, Urban Policy
New York University
MA, Social Sciences
New York University
BA
Marc Schmeeckle's AXA Advisors Experience January 2003 - February 2005
Job Sales Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2005 - Present
AXA Advisors January 2003 - February 2005
West Metro Fire Rescue January 2000 - December 2002
2nd Ranger Battalion 75th Ranger Regiment May 1992 - June 1996
Education
Colorado State University 2002 — 2004
MBA
Metropolitan State College of Denver 1997 — 1999
Bachelor of Science
Principal Financial Group March 2005 - Present
AXA Advisors January 2003 - February 2005
West Metro Fire Rescue January 2000 - December 2002
2nd Ranger Battalion 75th Ranger Regiment May 1992 - June 1996
Education
Colorado State University 2002 — 2004
MBA
Metropolitan State College of Denver 1997 — 1999
Bachelor of Science
Dyonne Wharton's AXA Advisors Experience July 2011 - April 2012
Job Advisory Specialist, Park Avenue Securities
Industry Financial Services
Experience
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Greg Schwien's AXA Advisors Experience January 2003 - August 2005
Job Closing Agent at Farm & Home Real Estate
Industry Real Estate
Experience
Farm & Home Real Estate September 2007 - Present
AXA Advisors January 2003 - August 2005
Public Service Company of Colorado December 1983 - April 1998
Skills
Short Sales, Real Estate, Mortgage Lending, Financial Planning, Investments
Education
Regis University 1983 — 1986
MBA, Finance & Accounting, 3.7
Colorado State University 1972 — 1975
BA, Political Science
Farm & Home Real Estate September 2007 - Present
AXA Advisors January 2003 - August 2005
Public Service Company of Colorado December 1983 - April 1998
Skills
Short Sales, Real Estate, Mortgage Lending, Financial Planning, Investments
Education
Regis University 1983 — 1986
MBA, Finance & Accounting, 3.7
Colorado State University 1972 — 1975
BA, Political Science
Kelsey Elmshauser's AXA Advisors Experience August 2009 - January 2011
Job Softlines Manager
Industry Retail
Experience
bel ami Salon July 2010 - Present
AXA Advisors August 2009 - January 2011
Skills
Customer Service
Education
Colorado State University 2007 — 2011
Business, Organization and Innovation Management
bel ami Salon July 2010 - Present
AXA Advisors August 2009 - January 2011
Skills
Customer Service
Education
Colorado State University 2007 — 2011
Business, Organization and Innovation Management
Beverly L Hayes's AXA Advisors Experience August 2012 - Present
Job Training and Education Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
AXA Advisors October 2001 - August 2012
Wayne State University June 1996 - October 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Management, Investments, Insurance, Financial Analysis, Finance, Risk Management, Project Management
Education
Davenport University 1996 — 1998
Bachelor of Business Administration (BBA), Information and Records Management
AXA Advisors August 2012 - Present
AXA Advisors October 2001 - August 2012
Wayne State University June 1996 - October 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Management, Investments, Insurance, Financial Analysis, Finance, Risk Management, Project Management
Education
Davenport University 1996 — 1998
Bachelor of Business Administration (BBA), Information and Records Management
Mara Lundberg's AXA Advisors Experience November 2010 - Present
Job Administrative Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2010 - Present
Education
Concordia College
Organizational Management and Communications
AXA Advisors November 2010 - Present
Education
Concordia College
Organizational Management and Communications
Koshin Kunieda's AXA Advisors Experience June 2012 - January 2013
Job Team Leader Global Equities, North America at Cognolink Limited
Industry Financial Services
Experience
Cognolink Limited September 2015 - Present
Cognolink Limited March 2015 - August 2015
Cognolink Limited July 2014 - February 2015
Cognolink Limited December 2013 - June 2014
Self-employed private tutor January 2013 - November 2013
AXA Advisors June 2012 - January 2013
Skills
Research, Economics, Public Speaking, Access, Strategy, Business Strategy, Financial Modeling, Data Analysis, Market Analysis, Market Research
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (BA), Economics, 3.87
Ikuei Gakuen
Cognolink Limited September 2015 - Present
Cognolink Limited March 2015 - August 2015
Cognolink Limited July 2014 - February 2015
Cognolink Limited December 2013 - June 2014
Self-employed private tutor January 2013 - November 2013
AXA Advisors June 2012 - January 2013
Skills
Research, Economics, Public Speaking, Access, Strategy, Business Strategy, Financial Modeling, Data Analysis, Market Analysis, Market Research
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (BA), Economics, 3.87
Ikuei Gakuen
Cook Ryan's AXA Advisors Experience October 2007 - Present
Job Retirement Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2007 - Present
Education
Colorado Christian University 2000 — 2005
AXA Advisors October 2007 - Present
Education
Colorado Christian University 2000 — 2005
laurel stiehl's AXA Advisors Experience December 2005 - Present
Job Adaptable, Responsible, Collaborator & Administrator
Industry Financial Services
Experience
AXA Advisors December 2005 - Present
Law Offices of David L. Carrier, P.C. 2012 - 2015
Kluczynski, Girtz and Vogelzang November 2001 - October 2005
Miller Johnson September 1997 - November 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Multi-line Phone, Legal Dictation, Internet Explorer, Medical/Legal..., Courts, Invoicing, Leadership, Outlook, Customer Service, Administrative..., Microsoft Office, Typing, Travel Arrangements, Social Media, Litigation, Wordperfect
Education
Davenport University 1978 — 1980
Associate of Science (AS), Legal Secretarial
AXA Advisors December 2005 - Present
Law Offices of David L. Carrier, P.C. 2012 - 2015
Kluczynski, Girtz and Vogelzang November 2001 - October 2005
Miller Johnson September 1997 - November 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Multi-line Phone, Legal Dictation, Internet Explorer, Medical/Legal..., Courts, Invoicing, Leadership, Outlook, Customer Service, Administrative..., Microsoft Office, Typing, Travel Arrangements, Social Media, Litigation, Wordperfect
Education
Davenport University 1978 — 1980
Associate of Science (AS), Legal Secretarial
Daniel Poulson's AXA Advisors Experience April 2014 - Present
Job Financial Services Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Bonsai Design Inc November 2009 - October 2013
Mesa-Monument Construction August 2004 - October 2009
Education
Mesa State College 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors April 2014 - Present
Bonsai Design Inc November 2009 - October 2013
Mesa-Monument Construction August 2004 - October 2009
Education
Mesa State College 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Mary Jean Vazquez's AXA Advisors Experience 2002 - 2005
Job Human Resources at TIMET
Industry Human Resources
Experience
TIMET November 2012 - Present
Station Casinos 2011 - November 2012
Station Casinos 2007 - 2011
International Academy of Design and Technology 2006 - 2007
AXA Advisors 2002 - 2005
Skills
Employee Relations, Recruiting, Benefits Administration, Department Budgeting, Strategic Human..., Written & Oral..., Employee Relations..., Policy Writing, Conflict Resolution, New Hire Orientations, New Hire Processes, Unemployment Claims, Compliance Regulations, Union Experience, Bilingual, Affirmative Action..., Employee Appraisal..., Employee Engagement, FMLA, HR Policies, Onboarding, Succession Planning, Hiring, Human Resources, Team Building
Education
Colorado Technical University 2005 — 2007
Master of Business Administration (M.B.A.), Human Resources Management / Business Administration
UNLV 1997 — 2002
Bachelor of Science (B.S.), Business Administration, Finance
Bishop Gorman
TIMET November 2012 - Present
Station Casinos 2011 - November 2012
Station Casinos 2007 - 2011
International Academy of Design and Technology 2006 - 2007
AXA Advisors 2002 - 2005
Skills
Employee Relations, Recruiting, Benefits Administration, Department Budgeting, Strategic Human..., Written & Oral..., Employee Relations..., Policy Writing, Conflict Resolution, New Hire Orientations, New Hire Processes, Unemployment Claims, Compliance Regulations, Union Experience, Bilingual, Affirmative Action..., Employee Appraisal..., Employee Engagement, FMLA, HR Policies, Onboarding, Succession Planning, Hiring, Human Resources, Team Building
Education
Colorado Technical University 2005 — 2007
Master of Business Administration (M.B.A.), Human Resources Management / Business Administration
UNLV 1997 — 2002
Bachelor of Science (B.S.), Business Administration, Finance
Bishop Gorman
Pamela Fletcher's AXA Advisors Experience 2007 - 2008
Job Independent Beauty Consultant at Mary Kay Cosmetics
Industry Consumer Services
Experience
Mary Kay Cosmetics 2013 - Present
ESOP 2007 - 2011
AXA Advisors 2007 - 2008
Technical Consumer Products, Inc. 2001 - 2005
FirstEnergy 1996 - 2000
Skills
Non-profits, Nonprofits, Event Planning, Fundraising, Community Outreach, Public Speaking, Program Development, Microsoft Office, Leadership, Customer Service, Teaching, Data Analysis, Training, Coaching
Education
Alexander Hamilton
Cuyahoga Community College
Associate of Arts (A.A.)
Spelman College
Psychology
Mary Kay Cosmetics 2013 - Present
ESOP 2007 - 2011
AXA Advisors 2007 - 2008
Technical Consumer Products, Inc. 2001 - 2005
FirstEnergy 1996 - 2000
Skills
Non-profits, Nonprofits, Event Planning, Fundraising, Community Outreach, Public Speaking, Program Development, Microsoft Office, Leadership, Customer Service, Teaching, Data Analysis, Training, Coaching
Education
Alexander Hamilton
Cuyahoga Community College
Associate of Arts (A.A.)
Spelman College
Psychology
Catherine Chu's AXA Advisors Experience July 2014 - July 2014
Job SEO Manager at FallFor
Industry Marketing and Advertising
Experience
AXA Advisors July 2014 - July 2014
Association for Women in Communication April 2013 - May 2014
Factory 360 May 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Journalism and Media Studies Major
County College of Morris 2010 — 2012
Morristown High School 2005 — 2009
Diploma
AXA Advisors July 2014 - July 2014
Association for Women in Communication April 2013 - May 2014
Factory 360 May 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Journalism and Media Studies Major
County College of Morris 2010 — 2012
Morristown High School 2005 — 2009
Diploma
Ruqi Yi's AXA Advisors Experience October 2014 - November 2014
Job Student at Columbia University in the City of New York
Industry
Experience
AXA Advisors October 2014 - November 2014
Aithent June 2014 - August 2014
UC Berkeley February 2014 - May 2014
The Parthenon Group September 2012 - November 2012
Skills
Customer Service, PowerPoint, Photoshop, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Analytics, C, Python
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Statistics
Fudan University 2009 — 2013
Bachelor's Degree, Applied Mathematics
AXA Advisors October 2014 - November 2014
Aithent June 2014 - August 2014
UC Berkeley February 2014 - May 2014
The Parthenon Group September 2012 - November 2012
Skills
Customer Service, PowerPoint, Photoshop, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Analytics, C, Python
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Statistics
Fudan University 2009 — 2013
Bachelor's Degree, Applied Mathematics
Andrew J. McMahon's AXA Advisors Experience July 2007 - December 2010
Job Founder Vitae Analytics, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc. July 2015 - Present
Vitae Analytics, Inc. March 2014 - Present
AXA Financial October 2013 - March 2014
ACLI January 2011 - October 2013
AllianceBernstein April 2012 - September 2013
AXA Equitable January 2011 - September 2013
AXA Equitable December 2009 - December 2010
AXA Advisors July 2007 - December 2010
AXA Advisors October 2005 - June 2007
AXA Equitable March 2005 - September 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fairfield University
Bachelor of Science (BS), Computer Science
The Phoenix Companies, Inc. July 2015 - Present
Vitae Analytics, Inc. March 2014 - Present
AXA Financial October 2013 - March 2014
ACLI January 2011 - October 2013
AllianceBernstein April 2012 - September 2013
AXA Equitable January 2011 - September 2013
AXA Equitable December 2009 - December 2010
AXA Advisors July 2007 - December 2010
AXA Advisors October 2005 - June 2007
AXA Equitable March 2005 - September 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fairfield University
Bachelor of Science (BS), Computer Science
Wenlin Xun's AXA Advisors Experience November 2014 - Present
Job Intern at AXA Advisors
Industry
Experience
AXA Advisors November 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Matlab, Event Planning, Photoshop, Community Outreach
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Statistics
Franklin D Roosevelt H.S. 2007 — 2011
High school diploma
AXA Advisors November 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Matlab, Event Planning, Photoshop, Community Outreach
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Statistics
Franklin D Roosevelt H.S. 2007 — 2011
High school diploma
Ronald Nolan's AXA Advisors Experience October 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2011 - Present
Continental Airlines February 1987 - October 2011
Continantal 1987 - 2011
Continantal 1987 - 2011
Continental Airlines 1987 - 2011
Continental Airlines 1987 - 2011
Harris County February 1982 - March 1984
Skills
Retirement Planning, Asset Protection, Wealth Accumulation...
Education
Community College of the US Air Force 1979 — 1981
Harvard High School 1974 — 1977
AXA Advisors October 2011 - Present
Continental Airlines February 1987 - October 2011
Continantal 1987 - 2011
Continantal 1987 - 2011
Continental Airlines 1987 - 2011
Continental Airlines 1987 - 2011
Harris County February 1982 - March 1984
Skills
Retirement Planning, Asset Protection, Wealth Accumulation...
Education
Community College of the US Air Force 1979 — 1981
Harvard High School 1974 — 1977
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO