AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
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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
John Knight, FICF John Knight, FICF's AXA Advisors Experience 2006 - March 2009
Job Today's up to you. I'll help with the future!
Industry Financial Services
Experience
Knights of Columbus Insurance April 2009 - Present
AXA Advisors 2006 - March 2009
Crawford and Company January 1976 - January 2004
Pass-a-grille Yacht Club June 1973 - August 1973
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Leadership, Long Term Care Insurance, Retirement Planning, Insurance, Long-term Care, Employee Benefits, Management, Estate Planning, Sales, Retirement, Analysis, Permanent Life Insurance, Whole Life, IRAs, Property & Casualty..., Guaranteed Lifetime..., Licensed Life Insurance..., Investments, Retirement Savings, Wealth, Annuity Sales, Universal Life, Estate Preservation, Health Insurance, Buy-sell Agreements, Wealth Management, 401k, Key Person Insurance, TFSA, Financial Planners, Strategic Financial..., Finance, RRSP, Human Resources, Underwriting, Small Business, Wealth Accumulation, Roth IRA, 401k Rollovers, Personal Finance, Licensed Life & Health..., Wealth Preservation..., General Insurance, Financial Services, SEP IRA, Traditional IRA
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
MHRM, Masters Degree with distinction
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
SPHR, Certified as a Senior Professional in Human Resources
Eckerd College 1970 — 1974
BA, Interdisciplinary Studies
Avon Old Farms School 1968 — 1970
Bloomfield High School 1966 — 1968
Knights of Columbus Insurance April 2009 - Present
AXA Advisors 2006 - March 2009
Crawford and Company January 1976 - January 2004
Pass-a-grille Yacht Club June 1973 - August 1973
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Leadership, Long Term Care Insurance, Retirement Planning, Insurance, Long-term Care, Employee Benefits, Management, Estate Planning, Sales, Retirement, Analysis, Permanent Life Insurance, Whole Life, IRAs, Property & Casualty..., Guaranteed Lifetime..., Licensed Life Insurance..., Investments, Retirement Savings, Wealth, Annuity Sales, Universal Life, Estate Preservation, Health Insurance, Buy-sell Agreements, Wealth Management, 401k, Key Person Insurance, TFSA, Financial Planners, Strategic Financial..., Finance, RRSP, Human Resources, Underwriting, Small Business, Wealth Accumulation, Roth IRA, 401k Rollovers, Personal Finance, Licensed Life & Health..., Wealth Preservation..., General Insurance, Financial Services, SEP IRA, Traditional IRA
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
MHRM, Masters Degree with distinction
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
SPHR, Certified as a Senior Professional in Human Resources
Eckerd College 1970 — 1974
BA, Interdisciplinary Studies
Avon Old Farms School 1968 — 1970
Bloomfield High School 1966 — 1968
Ryan Glosier Ryan Glosier's AXA Advisors Experience July 2008 - November 2008
Job Summer Associate at Greenmont Capital
Industry Higher Education
Experience
Greenmont Capital June 2014 - Present
Deming Center Venture Fund November 2013 - Present
University of Colorado Boulder August 2013 - Present
The Motley Fool March 2013 - Present
Benzinga.com December 2009 - Present
Tower Hill Trading November 2008 - October 2009
AXA Advisors July 2008 - November 2008
Computershare Fund Services October 2007 - March 2008
Skills
Equities, Investments, Venture Capital, Entrepreneurship
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Entrepreneurship
DePaul University 2004 — 2008
Bachelor's degree, Political Science and Government
SLUH 1998 — 2002
Greenmont Capital June 2014 - Present
Deming Center Venture Fund November 2013 - Present
University of Colorado Boulder August 2013 - Present
The Motley Fool March 2013 - Present
Benzinga.com December 2009 - Present
Tower Hill Trading November 2008 - October 2009
AXA Advisors July 2008 - November 2008
Computershare Fund Services October 2007 - March 2008
Skills
Equities, Investments, Venture Capital, Entrepreneurship
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Entrepreneurship
DePaul University 2004 — 2008
Bachelor's degree, Political Science and Government
SLUH 1998 — 2002
Nicole Keating Reeve, CPA Nicole Keating Reeve, CPA's AXA Advisors Experience January 2012 - May 2012
Job Audit InCharge at Hughes Pittman & Gupton LLP
Industry Computer Software
Experience
Hughes Pittman & Gupton LLP January 2014 - Present
Petway Mills & Pearson, PA August 2013 - December 2013
Red Hat May 2012 - August 2012
AXA Advisors January 2012 - May 2012
Skills
Fraud, Employee Benefits, Analysis, Financial Statements, Management, Teamwork
Education
East Carolina University 2012 — 2013
Master's degree, Accounting
North Carolina State University 2009 — 2012
Bachelor's degree, Accounting
Hughes Pittman & Gupton LLP January 2014 - Present
Petway Mills & Pearson, PA August 2013 - December 2013
Red Hat May 2012 - August 2012
AXA Advisors January 2012 - May 2012
Skills
Fraud, Employee Benefits, Analysis, Financial Statements, Management, Teamwork
Education
East Carolina University 2012 — 2013
Master's degree, Accounting
North Carolina State University 2009 — 2012
Bachelor's degree, Accounting
Andrew Silins Andrew Silins's AXA Advisors Experience April 1999 - April 2000
Job Senior Operations Solutions Specialist | Project Management | Process Improvement | Quality Improvement
Industry Financial Services
Experience
DST Systems May 2012 - Present
DST Systems November 2003 - April 2012
DST Systems April 2000 - November 2001
AXA Advisors April 1999 - April 2000
Skills
Mutual Funds, Financial Services, Software Documentation, Relationship Management, Training, Analysis, CRM, Process Improvement, Vendor Management, Securities, Risk Management, Business Analysis, Transfer Agency, Financial Analysis, Business Process..., Requirements Gathering, Banking, Onboarding, Business Requirements, Research, Training Performance..., Training Matrices, Curriculum Development, Client Service, Documentation, Reporting, Procedure Development, Database Optimization, Trend Analysis, New Client Onboarding, Error Reprorting, Product Launches, Procedure..., Offshore Operations
Education
University of Central Missouri
M.A., Vocal Performance
Doane College
B.A., Vocal Performance
DST Systems May 2012 - Present
DST Systems November 2003 - April 2012
DST Systems April 2000 - November 2001
AXA Advisors April 1999 - April 2000
Skills
Mutual Funds, Financial Services, Software Documentation, Relationship Management, Training, Analysis, CRM, Process Improvement, Vendor Management, Securities, Risk Management, Business Analysis, Transfer Agency, Financial Analysis, Business Process..., Requirements Gathering, Banking, Onboarding, Business Requirements, Research, Training Performance..., Training Matrices, Curriculum Development, Client Service, Documentation, Reporting, Procedure Development, Database Optimization, Trend Analysis, New Client Onboarding, Error Reprorting, Product Launches, Procedure..., Offshore Operations
Education
University of Central Missouri
M.A., Vocal Performance
Doane College
B.A., Vocal Performance
Alexander Zhikun (Xander) He Alexander Zhikun (Xander) He's AXA Advisors Experience October 2011 - April 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
http://xanderhe.host-ed.me 2009 - Present
AXA Advisors October 2011 - April 2014
Citizens Campaign for the Environment May 2008 - July 2008
Skills
Investment Advisory, College Savings Plans, Retirement Income, Business Continuity, Risk Management, Stocks, Bonds, Mutual Funds, Microeconomics, Calculus, Physics, Philosophy, Googling, Chess, JavaScript, HTML, CSS, PHP, Java, MediaWiki, GW-Basic, Computer Graphics, Figure Drawing, Portraits, Photography, Animation, Perspective Drawings, Photoshop, Poetry, Fiction Writing, Public Relations Writing, Journalism, Technical Writing, Business Writing, Editing, Theatre, Sheet Music, Web Design, Website Development, Microsoft Office, Psychology, World History, Strategic Thinking, Biology, Cooking, Swimming, Kung Fu
Education
Fairfield University 2008 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7
Universidad Centroamericana, Managua
Economics, Ethics, History, 3.67
East Los Angeles College 2006 — 2007
3.71
Arroyo High School
LPL Financial May 2014 - Present
http://xanderhe.host-ed.me 2009 - Present
AXA Advisors October 2011 - April 2014
Citizens Campaign for the Environment May 2008 - July 2008
Skills
Investment Advisory, College Savings Plans, Retirement Income, Business Continuity, Risk Management, Stocks, Bonds, Mutual Funds, Microeconomics, Calculus, Physics, Philosophy, Googling, Chess, JavaScript, HTML, CSS, PHP, Java, MediaWiki, GW-Basic, Computer Graphics, Figure Drawing, Portraits, Photography, Animation, Perspective Drawings, Photoshop, Poetry, Fiction Writing, Public Relations Writing, Journalism, Technical Writing, Business Writing, Editing, Theatre, Sheet Music, Web Design, Website Development, Microsoft Office, Psychology, World History, Strategic Thinking, Biology, Cooking, Swimming, Kung Fu
Education
Fairfield University 2008 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7
Universidad Centroamericana, Managua
Economics, Ethics, History, 3.67
East Los Angeles College 2006 — 2007
3.71
Arroyo High School
Alexander Toll Alexander Toll's AXA Advisors Experience June 2014 - August 2014
Job Financial Analyst at Aimco Apartment Homes
Industry Financial Services
Experience
AXA Advisors June 2014 - August 2014
Vision Financial September 2013 - October 2013
Fund for the Public Interest May 2012 - July 2012
El Patio June 2011 - July 2011
Einstein Bros. Bagels June 2008 - August 2008
Department of Regulatory Agencies (DORA) June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Time Management, Data Analysis, Public Speaking, PowerPoint, Teamwork, Financial Planning, Investments, Strategic Financial..., Information Technology, Team Leadership, Spanish, Translation, Budgeting, Problem Solving, Wealth Accumulation, Wealth Management, Microsoft Word
Education
Drake University 2011 — 2014
Bachelor of Science in Business Admininistration, Finance & Information Systems
High School 2009 — 2010
Country Day School 2008 — 2009
Kimball Union Academy 2007 — 2008
AXA Advisors June 2014 - August 2014
Vision Financial September 2013 - October 2013
Fund for the Public Interest May 2012 - July 2012
El Patio June 2011 - July 2011
Einstein Bros. Bagels June 2008 - August 2008
Department of Regulatory Agencies (DORA) June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Time Management, Data Analysis, Public Speaking, PowerPoint, Teamwork, Financial Planning, Investments, Strategic Financial..., Information Technology, Team Leadership, Spanish, Translation, Budgeting, Problem Solving, Wealth Accumulation, Wealth Management, Microsoft Word
Education
Drake University 2011 — 2014
Bachelor of Science in Business Admininistration, Finance & Information Systems
High School 2009 — 2010
Country Day School 2008 — 2009
Kimball Union Academy 2007 — 2008
Andrew Harless Andrew Harless's AXA Advisors Experience September 2013 - November 2013
Job Corporate Banking Analyst, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
AXA Advisors September 2013 - November 2013
Safeway June 2008 - September 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Financial Accounting, Managerial Skills, Leadership, Cost Accounting, Financial Services, Investment Strategies, Microsoft Office, Microsoft Word, Social Networking, Time Management, Data Analysis, Finance
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Accounting, 3.5 GPA
Diablo Valley College 2009 — 2012
Associate of Arts (A.A.), Business, 3.9 GPA with Honors
SunTrust Robinson Humphrey June 2014 - Present
AXA Advisors September 2013 - November 2013
Safeway June 2008 - September 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Financial Accounting, Managerial Skills, Leadership, Cost Accounting, Financial Services, Investment Strategies, Microsoft Office, Microsoft Word, Social Networking, Time Management, Data Analysis, Finance
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Accounting, 3.5 GPA
Diablo Valley College 2009 — 2012
Associate of Arts (A.A.), Business, 3.9 GPA with Honors
Jarret Ruddy, CFA Jarret Ruddy, CFA's AXA Advisors Experience February 2002 - June 2003
Job Sr. Investment Analyst at FBL Financial Group
Industry Financial Services
Experience
FBL Financial Group May 2013 - Present
Aviva Investors North America July 2006 - May 2013
Aviva Investors North America July 2005 - July 2006
AXA Advisors February 2002 - June 2003
Skills
Investments, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Asset Management, Risk Management, Wealth Management, Estate Planning, Personal Tax Planning, Finance, Trading, Economics, Investment Strategies, Strategic Financial..., Investment Management
Education
Drake University 2006 — 2008
Master of Financial Management, Finance, 3.8/4.0
Grand View University 1995 — 1999
Bachelor of Arts, Accounting & Business Administration
Fort Dodge St. Edmond
Fort Dodge St. Edmond
FBL Financial Group May 2013 - Present
Aviva Investors North America July 2006 - May 2013
Aviva Investors North America July 2005 - July 2006
AXA Advisors February 2002 - June 2003
Skills
Investments, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Asset Management, Risk Management, Wealth Management, Estate Planning, Personal Tax Planning, Finance, Trading, Economics, Investment Strategies, Strategic Financial..., Investment Management
Education
Drake University 2006 — 2008
Master of Financial Management, Finance, 3.8/4.0
Grand View University 1995 — 1999
Bachelor of Arts, Accounting & Business Administration
Fort Dodge St. Edmond
Fort Dodge St. Edmond
Kim (Bertucci) Costello Kim (Bertucci) Costello's AXA Advisors Experience June 2010 - Present
Job Marketing Assistant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2010 - Present
Village Bank & Trust February 2005 - May 2010
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Public Relations
Education
Lake Forest College 2007 — 2009
Business, Communication
DePaul University 2005 — 2007
St. Viator High School 2001 — 2005
AXA Advisors June 2010 - Present
Village Bank & Trust February 2005 - May 2010
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Public Relations
Education
Lake Forest College 2007 — 2009
Business, Communication
DePaul University 2005 — 2007
St. Viator High School 2001 — 2005
McKenzie Vilardo's AXA Advisors Experience June 2014 - September 2014
Job IPAT & Owner of "McKenzie's Cheer Tumbling"
Industry Marketing and Advertising
Experience
IPAT August 2015 - Present
McKenzie's Cheer Tumbling June 2015 - Present
Champaign Unit 4 Schools July 2014 - Present
Iroquois Financial March 2015 - August 2015
Adams Outdoor Advertising September 2014 - March 2015
Champaign Gymnastics Academy August 2014 - November 2014
AXA Advisors June 2014 - September 2014
Prudential Financial March 2013 - February 2014
Midwest Cellular 2014 - 2014
Sun Elite Athletics Club August 2012 - July 2013
Skills
Microsoft Excel, Leadership Development, Student Development, Teaching, Student Affairs, Higher Education, Microsoft Office, Staff Development, Athletics, PowerPoint, Time Management, Microsoft Word, Sales, Crisis Management, Leadership, Public Speaking, Event Planning
Education
Eastern Illinois University 2009 — 2013
Bachelor's, Finance
Charleston High School 2005 — 2009
HS Diploma, General Education
IPAT August 2015 - Present
McKenzie's Cheer Tumbling June 2015 - Present
Champaign Unit 4 Schools July 2014 - Present
Iroquois Financial March 2015 - August 2015
Adams Outdoor Advertising September 2014 - March 2015
Champaign Gymnastics Academy August 2014 - November 2014
AXA Advisors June 2014 - September 2014
Prudential Financial March 2013 - February 2014
Midwest Cellular 2014 - 2014
Sun Elite Athletics Club August 2012 - July 2013
Skills
Microsoft Excel, Leadership Development, Student Development, Teaching, Student Affairs, Higher Education, Microsoft Office, Staff Development, Athletics, PowerPoint, Time Management, Microsoft Word, Sales, Crisis Management, Leadership, Public Speaking, Event Planning
Education
Eastern Illinois University 2009 — 2013
Bachelor's, Finance
Charleston High School 2005 — 2009
HS Diploma, General Education
Timothy Leach's AXA Advisors Experience October 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
City of Littleton April 2010 - August 2012
Denver Seminary August 2009 - May 2012
Skills
Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Charitable Gift Planning, Distribution Strategies
Education
Denver Seminary 2009 — 2012
Master of Divinity (M.Div.), Leadership
Taylor University 2005 — 2009
Bachelor of Arts (B.A.), Literature
AXA Advisors October 2012 - Present
City of Littleton April 2010 - August 2012
Denver Seminary August 2009 - May 2012
Skills
Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Charitable Gift Planning, Distribution Strategies
Education
Denver Seminary 2009 — 2012
Master of Divinity (M.Div.), Leadership
Taylor University 2005 — 2009
Bachelor of Arts (B.A.), Literature
Jason Delozier Jason Delozier's AXA Advisors Experience September 1992 - January 2000
Job Managing Partner at Cumulus Consulting, LLC
Industry Computer Software
Experience
Cumulus Consulting, LLC January 2014 - Present
Plex Systems, Inc. January 2011 - January 2014
Barefoot, Cramer & Associates July 2009 - December 2010
4Gen Consulting June 2007 - July 2009
Barefoot, Cramer & Associates January 2000 - May 2007
AXA Advisors September 1992 - January 2000
Skills
Software Project..., ERP, Software Development, Agile Methodologies, SaaS, Business Intelligence, Integration, Enterprise Software, Business Process, Program Management, Cloud Computing, Requirements Analysis, Project Management, Microsoft SQL Server, Business Analysis, Pre-sales, Process Improvement, SQL
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Finance and Economics
Cumulus Consulting, LLC January 2014 - Present
Plex Systems, Inc. January 2011 - January 2014
Barefoot, Cramer & Associates July 2009 - December 2010
4Gen Consulting June 2007 - July 2009
Barefoot, Cramer & Associates January 2000 - May 2007
AXA Advisors September 1992 - January 2000
Skills
Software Project..., ERP, Software Development, Agile Methodologies, SaaS, Business Intelligence, Integration, Enterprise Software, Business Process, Program Management, Cloud Computing, Requirements Analysis, Project Management, Microsoft SQL Server, Business Analysis, Pre-sales, Process Improvement, SQL
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Finance and Economics
Jonathan Holman Kelly Jonathan Holman Kelly's AXA Advisors Experience 2011 - 2012
Job Entertainment & Production Insurance Broker
Industry Insurance
Experience
Kelly Insurance Group, Inc. September 2006 - Present
Kelly Roberts Insurance Services November 2011 - Present
Holman & James LLC March 2010 - Present
Southminster Presbyterian Church August 2011 - Present
Atlas Hardwoods January 2009 - Present
Axa Advisors 2011 - 2012
Southminster Presbyterian Church August 2010 - August 2011
State Farm Insurance February 2005 - September 2006
Skills
Non-Profit Insurance..., Group Benefits..., Bonsai, Insurance for new home..., Entertainment Insurance..., Insurance, Non-profits, Marketing, Insurance Consulting, Property & Casualty..., Management, Recruiting, Health
Education
Duquesne University 1999 — 2004
Bachelors in Liberal Arts, Theology, Studio Art, and Philosophy, Honors
Mt. Lebanon High School 1996 — 1999
Not sure what it's called, Passed?
Kelly Insurance Group, Inc. September 2006 - Present
Kelly Roberts Insurance Services November 2011 - Present
Holman & James LLC March 2010 - Present
Southminster Presbyterian Church August 2011 - Present
Atlas Hardwoods January 2009 - Present
Axa Advisors 2011 - 2012
Southminster Presbyterian Church August 2010 - August 2011
State Farm Insurance February 2005 - September 2006
Skills
Non-Profit Insurance..., Group Benefits..., Bonsai, Insurance for new home..., Entertainment Insurance..., Insurance, Non-profits, Marketing, Insurance Consulting, Property & Casualty..., Management, Recruiting, Health
Education
Duquesne University 1999 — 2004
Bachelors in Liberal Arts, Theology, Studio Art, and Philosophy, Honors
Mt. Lebanon High School 1996 — 1999
Not sure what it's called, Passed?
Anne Li's AXA Advisors Experience January 2009 - April 2009
Job Associate at Thompson Hine LLP
Industry Law Practice
Experience
Thompson Hine LLP September 2014 - Present
McKenna Long & Aldridge LLP May 2013 - July 2013
Adobe May 2012 - August 2012
DAFNA Capital Management November 2010 - July 2011
Union Bank June 2009 - October 2010
AXA Advisors January 2009 - April 2009
Palisades Wealth Management August 2008 - December 2008
District Office of State Senator Leland Yee June 2007 - September 2007
Education
Duke University School of Law 2011 — 2014
J.D., Law
University of California, Los Angeles 2006 — 2010
B.A., Economics Major, Political Science Major, Accounting Minor
George Washington High School 2002 — 2006
Thompson Hine LLP September 2014 - Present
McKenna Long & Aldridge LLP May 2013 - July 2013
Adobe May 2012 - August 2012
DAFNA Capital Management November 2010 - July 2011
Union Bank June 2009 - October 2010
AXA Advisors January 2009 - April 2009
Palisades Wealth Management August 2008 - December 2008
District Office of State Senator Leland Yee June 2007 - September 2007
Education
Duke University School of Law 2011 — 2014
J.D., Law
University of California, Los Angeles 2006 — 2010
B.A., Economics Major, Political Science Major, Accounting Minor
George Washington High School 2002 — 2006
Bo Hamrick Bo Hamrick's AXA Advisors Experience March 2007 - January 2009
Job Helping empower Real Estate Companies with Maximum Flexibility at MRI Software
Industry Computer Software
Experience
MRI Software LLC January 2013 - Present
Verathon March 2010 - July 2012
Cintas January 2009 - March 2010
AXA Advisors March 2007 - January 2009
Ferguson Enterprises July 2005 - March 2007
DeWALT / BLACK AND DECKER July 2002 - June 2005
Skills
Brand Loyalty, Sales Operations, Selling, B2B, Negotiation, Outside Sales, Cold Calling, Account Management, Sales Management, Territory Management, Direct Sales, New Business Development, Solution Selling, Demo2Win, CRM, Sales Process, Sales, Sales Force Development, Marketing
Education
Elon University 1998 — 2002
BS, Business Administration
East Wake High School 1994 — 1998
High School Diploma, High School/Secondary Diplomas and Certificates
MRI Software LLC January 2013 - Present
Verathon March 2010 - July 2012
Cintas January 2009 - March 2010
AXA Advisors March 2007 - January 2009
Ferguson Enterprises July 2005 - March 2007
DeWALT / BLACK AND DECKER July 2002 - June 2005
Skills
Brand Loyalty, Sales Operations, Selling, B2B, Negotiation, Outside Sales, Cold Calling, Account Management, Sales Management, Territory Management, Direct Sales, New Business Development, Solution Selling, Demo2Win, CRM, Sales Process, Sales, Sales Force Development, Marketing
Education
Elon University 1998 — 2002
BS, Business Administration
East Wake High School 1994 — 1998
High School Diploma, High School/Secondary Diplomas and Certificates
Dean Diamond's AXA Advisors Experience June 2001 - May 2004
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company September 2010 - May 2011
New York Life Insurance Company December 2006 - August 2010
New York Life Insurance Company May 2004 - December 2006
AXA Advisors June 2001 - May 2004
Skills
Recruiting, Leadership, Insurance, Business Planning, Retirement Planning, Fixed Annuities, Financial Services, Training, Securities, Finance, IRAs, Analysis, Management, Retirement, Estate Planning, 401k, 401k Rollovers, Financial Advisory, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Series 6, Disability Insurance, Wealth Accumulation, Variable Annuities, Wealth Management, Series 63, Series 7, Mutual Funds, Financial Planning
Education
Edinboro University of Pennsylvania 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company September 2010 - May 2011
New York Life Insurance Company December 2006 - August 2010
New York Life Insurance Company May 2004 - December 2006
AXA Advisors June 2001 - May 2004
Skills
Recruiting, Leadership, Insurance, Business Planning, Retirement Planning, Fixed Annuities, Financial Services, Training, Securities, Finance, IRAs, Analysis, Management, Retirement, Estate Planning, 401k, 401k Rollovers, Financial Advisory, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Series 6, Disability Insurance, Wealth Accumulation, Variable Annuities, Wealth Management, Series 63, Series 7, Mutual Funds, Financial Planning
Education
Edinboro University of Pennsylvania 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Matthew Ferrando Matthew Ferrando's AXA Advisors Experience October 2013 - August 2014
Job Financial Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA September 2014 - Present
AXA Advisors October 2013 - August 2014
Cantor Fitzgerald December 2012 - January 2013
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
East China Normal University 2012 — 2012
Business
St. Anthony's High School 2005 — 2009
JPMorgan Chase Bank NA September 2014 - Present
AXA Advisors October 2013 - August 2014
Cantor Fitzgerald December 2012 - January 2013
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
East China Normal University 2012 — 2012
Business
St. Anthony's High School 2005 — 2009
Timothy Buggy Timothy Buggy's AXA Advisors Experience January 1989 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional and Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 1989 - Present
Skills
Retirement Income...
Education
Duquesne University
Executive Certificate in Financial Planning
Wharton School of Business
Certificate in Retirement Planning
Indiana University of Pennsylvania
Bachelor of Science (BS), Marketing
AXA Advisors January 1989 - Present
Skills
Retirement Income...
Education
Duquesne University
Executive Certificate in Financial Planning
Wharton School of Business
Certificate in Retirement Planning
Indiana University of Pennsylvania
Bachelor of Science (BS), Marketing
Max St. Lifer's AXA Advisors Experience May 2012 - January 2013
Job Financial Business Analyst at TestingMom.com
Industry Financial Services
Experience
TestingMom.com May 2014 - Present
Dickinson College September 2010 - May 2014
AXA Advisors May 2012 - January 2013
Stay in the Zone - Dr. Jay Granat May 2011 - August 2011
Skills
Research, Economics, PowerPoint, SPSS, Spanish, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Editing, Google Analytics, Google Adwords, SEO, Facebook Marketing, Financial Analysis, Marketing Analytics, Finance, Financial Reporting, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Science (BS), Economics
TestingMom.com May 2014 - Present
Dickinson College September 2010 - May 2014
AXA Advisors May 2012 - January 2013
Stay in the Zone - Dr. Jay Granat May 2011 - August 2011
Skills
Research, Economics, PowerPoint, SPSS, Spanish, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Editing, Google Analytics, Google Adwords, SEO, Facebook Marketing, Financial Analysis, Marketing Analytics, Finance, Financial Reporting, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Science (BS), Economics
Brian McInnis Brian McInnis's AXA Advisors Experience January 2007 - October 2010
Job Vice President at Fautz Associates
Industry Real Estate
Experience
Fautz Associates February 2013 - Present
AXA Advisors January 2007 - October 2010
Acceptance Financial Lending January 1998 - May 2007
Skills
Portfolio Management, Financial Analysis, Insurance, Strategic Planning, Mergers & Acquisitions, Due Diligence, Business Planning, Small Business, Retirement Planning, Real Estate Investment..., Real Estate Development, Investments, Strategic Financial..., Sales, Real Estate, Asset Management
Education
East Carolina University 1978 — 1979
Fautz Associates February 2013 - Present
AXA Advisors January 2007 - October 2010
Acceptance Financial Lending January 1998 - May 2007
Skills
Portfolio Management, Financial Analysis, Insurance, Strategic Planning, Mergers & Acquisitions, Due Diligence, Business Planning, Small Business, Retirement Planning, Real Estate Investment..., Real Estate Development, Investments, Strategic Financial..., Sales, Real Estate, Asset Management
Education
East Carolina University 1978 — 1979
Cameron DePuy Cameron DePuy's AXA Advisors Experience August 2009 - May 2010
Job Research Associate at Institute for Defense Analyses
Industry Research
Experience
Institute for Defense Analyses June 2013 - Present
Institute for Defense Analyses August 2010 - June 2013
AXA Advisors August 2009 - May 2010
Elon University July 2009 - May 2010
Skills
Analysis, Econometrics, Trend Analysis, Operational Risk..., Strategic Thinking, Research, Technology Management, Statistics, Proposal Writing, DoD, SAS, Microsoft Office, MS Project, Policy Analysis, Quantitative Analytics, Microsoft Excel, Network Security, Stata, IT Strategy, Government, Policy, Data Analysis, SPSS, Economics
Education
George Mason University 2012 — 2013
Master of Science (MS), Management of Secure Information Systems
Elon University 2006 — 2010
BA, Economics
St. Stephens and St. Agnes School
High School
Institute for Defense Analyses June 2013 - Present
Institute for Defense Analyses August 2010 - June 2013
AXA Advisors August 2009 - May 2010
Elon University July 2009 - May 2010
Skills
Analysis, Econometrics, Trend Analysis, Operational Risk..., Strategic Thinking, Research, Technology Management, Statistics, Proposal Writing, DoD, SAS, Microsoft Office, MS Project, Policy Analysis, Quantitative Analytics, Microsoft Excel, Network Security, Stata, IT Strategy, Government, Policy, Data Analysis, SPSS, Economics
Education
George Mason University 2012 — 2013
Master of Science (MS), Management of Secure Information Systems
Elon University 2006 — 2010
BA, Economics
St. Stephens and St. Agnes School
High School
Cyrus Rassouli Cyrus Rassouli's AXA Advisors Experience March 2007 - September 2010
Job Human Resources Manager at Smoker & Company
Industry Management Consulting
Experience
Smoker & Company January 2012 - Present
AXA Advisors March 2007 - September 2010
New York Life Insurance Company March 2005 - February 2007
Skills
Management Consulting, Business Strategy, Change Management, Business Analysis, Business Process..., Strategic Planning, Business Planning, Project Management, Business Transformation, Program Management, Business Development, Process Improvement, Customer Service
Education
Drexel University - College of Business and Administration 1998 — 2002
BS, Finance and Financial Management Services
Bishop Hafey
Smoker & Company January 2012 - Present
AXA Advisors March 2007 - September 2010
New York Life Insurance Company March 2005 - February 2007
Skills
Management Consulting, Business Strategy, Change Management, Business Analysis, Business Process..., Strategic Planning, Business Planning, Project Management, Business Transformation, Program Management, Business Development, Process Improvement, Customer Service
Education
Drexel University - College of Business and Administration 1998 — 2002
BS, Finance and Financial Management Services
Bishop Hafey
Lora Kleinhesselink Lora Kleinhesselink's AXA Advisors Experience November 2011 - Present
Job Homemaker
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Education
Dordt College 2007 — 2011
B.A. degree, Business Adminstration
AXA Advisors November 2011 - Present
Education
Dordt College 2007 — 2011
B.A. degree, Business Adminstration
Mary Claire Cuthbert RN, CLTC Mary Claire Cuthbert RN, CLTC's AXA Advisors Experience August 1985 - November 2007
Job Case Manager, Registered Nurse for Advanced Home Health
Industry Health, Wellness and Fitness
Experience
Advanced Home Health August 2015 - Present
Care Consults March 2010 - Present
Cuthbert Insurance Solutions March 2009 - Present
Bridge Home Health June 2013 - August 2015
Health Occupations Center, GUHSD October 2010 - May 2013
Aspire Home Care September 2012 - October 2012
Grossmont Health Occupations Center November 2010 - June 2012
AXA Advisors August 1985 - November 2007
Sharp HealthCare September 1980 - December 1999
Santa Monica Hospital August 1979 - September 1980
Skills
Healthcare, Medicare, Staff Development, Teaching, Insurance, Long-term Care, Hospitals, Training, Critical Thinking, Leadership Development, Public Speaking, Organizational..., Healthcare Management, Coaching, Leadership, Sales, Retirement Planning, Nursing, Customer Service, Curriculum Design, Program Development, Wellness, Management, Team Building, Higher Education, Home Care, Medicine, Microsoft Office, Medical-Surgical, Research, ICU
Education
University of California San Diego 2010 — 2012
Certificate Online Teaching, Education/Instructional Technolgy
The Johns Hopkins University 2009 — 2009
Guided Care Nursing
University of California, San Diego 2009 — 2009
Case Management
National University 1983 — 1985
BA, Business Administration and Marketing
Drexel University College of Medicine 1975 — 1977
AS, Nursing
Advanced Home Health August 2015 - Present
Care Consults March 2010 - Present
Cuthbert Insurance Solutions March 2009 - Present
Bridge Home Health June 2013 - August 2015
Health Occupations Center, GUHSD October 2010 - May 2013
Aspire Home Care September 2012 - October 2012
Grossmont Health Occupations Center November 2010 - June 2012
AXA Advisors August 1985 - November 2007
Sharp HealthCare September 1980 - December 1999
Santa Monica Hospital August 1979 - September 1980
Skills
Healthcare, Medicare, Staff Development, Teaching, Insurance, Long-term Care, Hospitals, Training, Critical Thinking, Leadership Development, Public Speaking, Organizational..., Healthcare Management, Coaching, Leadership, Sales, Retirement Planning, Nursing, Customer Service, Curriculum Design, Program Development, Wellness, Management, Team Building, Higher Education, Home Care, Medicine, Microsoft Office, Medical-Surgical, Research, ICU
Education
University of California San Diego 2010 — 2012
Certificate Online Teaching, Education/Instructional Technolgy
The Johns Hopkins University 2009 — 2009
Guided Care Nursing
University of California, San Diego 2009 — 2009
Case Management
National University 1983 — 1985
BA, Business Administration and Marketing
Drexel University College of Medicine 1975 — 1977
AS, Nursing
Jacob Sterner Jacob Sterner's AXA Advisors Experience October 2014 - April 2015
Job Associate Financial Analyst at General Dynamics Information Technology
Industry Investment Banking
Experience
General Dynamics Information Technology August 2015 - Present
AXA Advisors October 2014 - April 2015
HighPoint Solutions May 2014 - August 2014
Skills
Leadership, Teamwork, Time Management, Microsoft Office, Income Statement, Microsoft Word, PowerPoint
Education
East Carolina University 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
General Dynamics Information Technology August 2015 - Present
AXA Advisors October 2014 - April 2015
HighPoint Solutions May 2014 - August 2014
Skills
Leadership, Teamwork, Time Management, Microsoft Office, Income Statement, Microsoft Word, PowerPoint
Education
East Carolina University 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Daniel Pecaut Morris Daniel Pecaut Morris's AXA Advisors Experience February 2014 - Present
Job Financial & Insurance Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
KNOW iNK March 2013 - June 2013
Peace Corps June 2010 - June 2012
St. Louis City Board of Election Commissioners September 2007 - May 2010
Skills
International..., Community Development, Teaching English as a..., Grant Writing, Capacity Building, Community Outreach, Teaching, Personnel Management, Operating Budgets, International Relations, Curriculum Development, Strategic Financial..., Volunteer Management, Government, Program Evaluation, Financial Planning
Education
DePaul University 2003 — 2007
Bachelor of Arts (B.A.), History
AXA Advisors February 2014 - Present
KNOW iNK March 2013 - June 2013
Peace Corps June 2010 - June 2012
St. Louis City Board of Election Commissioners September 2007 - May 2010
Skills
International..., Community Development, Teaching English as a..., Grant Writing, Capacity Building, Community Outreach, Teaching, Personnel Management, Operating Budgets, International Relations, Curriculum Development, Strategic Financial..., Volunteer Management, Government, Program Evaluation, Financial Planning
Education
DePaul University 2003 — 2007
Bachelor of Arts (B.A.), History
Ryan Whitley CFP®'s AXA Advisors Experience June 2005 - June 2007
Job Comprehensive Financial Planning – Building, Preserving & Empowering Wealth
Industry Financial Services
Experience
Waddell & Reed November 2014 - Present
Ridge Rock Financial June 2012 - November 2014
Capitol Financial Solutions July 2007 - June 2012
AXA Advisors June 2005 - June 2007
Education
Elon University
Bachelor of Science (BS), Finance, General
The American College
Certified Financial Planner Program
Waddell & Reed November 2014 - Present
Ridge Rock Financial June 2012 - November 2014
Capitol Financial Solutions July 2007 - June 2012
AXA Advisors June 2005 - June 2007
Education
Elon University
Bachelor of Science (BS), Finance, General
The American College
Certified Financial Planner Program
Jacob Sawyer, MBA Jacob Sawyer, MBA's AXA Advisors Experience July 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
RadioShack September 2010 - August 2013
Speedway LLC April 2010 - September 2010
Butts and Beer January 2009 - April 2010
Hollister Co. May 2007 - May 2009
Education
Northwood University - Richard DeVos Graduate School of Management 2011 — 2012
Master of Business Administration (M.B.A.)
Northwood University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Managment
Delta College 2005 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
AXA Advisors July 2013 - Present
RadioShack September 2010 - August 2013
Speedway LLC April 2010 - September 2010
Butts and Beer January 2009 - April 2010
Hollister Co. May 2007 - May 2009
Education
Northwood University - Richard DeVos Graduate School of Management 2011 — 2012
Master of Business Administration (M.B.A.)
Northwood University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Managment
Delta College 2005 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Ted Beal's AXA Advisors Experience October 2010 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA US January 2015 - Present
AXA Advisors October 2010 - Present
AXA Advisors January 2001 - September 2010
AXA Advisors 1992 - 2000
Skills
Wealth Management..., Sales Management, Recruiting, Training, Practice Management, Coaching, Mentoring, Leadership Development, Supervision, Investment Services, Retirement Planning..., Life Insurances Services, Asset Management..., Employer Sponsered...
Education
Elon University 1987 — 1991
B.A., Finance
AXA US January 2015 - Present
AXA Advisors October 2010 - Present
AXA Advisors January 2001 - September 2010
AXA Advisors 1992 - 2000
Skills
Wealth Management..., Sales Management, Recruiting, Training, Practice Management, Coaching, Mentoring, Leadership Development, Supervision, Investment Services, Retirement Planning..., Life Insurances Services, Asset Management..., Employer Sponsered...
Education
Elon University 1987 — 1991
B.A., Finance
John Barich John Barich's AXA Advisors Experience 1991 - 2006
Job Mammoth Financial Solutions
Industry Financial Services
Experience
Mammoth Financial Solutions January 2006 - Present
LPL Financial January 1999 - Present
AXA Advisors 1991 - 2006
Education
Duquesne University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Mammoth Financial Solutions January 2006 - Present
LPL Financial January 1999 - Present
AXA Advisors 1991 - 2006
Education
Duquesne University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Hiral Kamdar Hiral Kamdar's AXA Advisors Experience April 2011 - November 2011
Job Change Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Vanguard November 2011 - August 2012
AXA Advisors April 2011 - November 2011
LendingTree February 2008 - May 2009
JP Morgan Chase December 2004 - February 2008
Kaman's Art Shoppes, Inc June 2003 - November 2005
Skills
Customer Service, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Lotus Notes, Investments, Access, Financial Analysis, Public Speaking, Training, Time Management, PowerPoint, Microsoft Word, Series 7, Series 63, Visio, Database Administration, 401k, Asset Allocation
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (MBA), Finance
East Carolina University 2009 — 2010
BSBA, Managerial Finance
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Vanguard November 2011 - August 2012
AXA Advisors April 2011 - November 2011
LendingTree February 2008 - May 2009
JP Morgan Chase December 2004 - February 2008
Kaman's Art Shoppes, Inc June 2003 - November 2005
Skills
Customer Service, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Lotus Notes, Investments, Access, Financial Analysis, Public Speaking, Training, Time Management, PowerPoint, Microsoft Word, Series 7, Series 63, Visio, Database Administration, 401k, Asset Allocation
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (MBA), Finance
East Carolina University 2009 — 2010
BSBA, Managerial Finance
Marie Thouvenot Marie Thouvenot's AXA Advisors Experience January 2009 - December 2010
Job Registered Sales Assistant at Creative Financial Group LLC (AXA Advisors)
Industry Financial Services
Experience
Creative Financial Group, LLC (AXA Advisors) January 2011 - Present
AXA Advisors January 2009 - December 2010
AXA Advisors January 2008 - December 2008
Akzo Nobel January 2006 - December 2007
Walsh College 2003 - 2005
Education
Walsh College 2003 — 2005
MA in Economics, Economics
University College Northampton 2002 — 2003
Master of Arts in International Business Analysis, International Business
Ecole Supérieure de Commerce de Rennes 2000 — 2003
Bachelor of Arts in International Business, International Business
Creative Financial Group, LLC (AXA Advisors) January 2011 - Present
AXA Advisors January 2009 - December 2010
AXA Advisors January 2008 - December 2008
Akzo Nobel January 2006 - December 2007
Walsh College 2003 - 2005
Education
Walsh College 2003 — 2005
MA in Economics, Economics
University College Northampton 2002 — 2003
Master of Arts in International Business Analysis, International Business
Ecole Supérieure de Commerce de Rennes 2000 — 2003
Bachelor of Arts in International Business, International Business
Bennett Richardson Bennett Richardson's AXA Advisors Experience 1993 - 2008
Job Tax Director at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2014 - Present
Lane Gorman Trubitt PLLC January 2008 - October 2013
AXA Advisors 1993 - 2008
Acordia Benefits of Texas 1990 - 1993
Reserve Life Insurance Company 1983 - 1989
Skills
Tax, Accounting, Tax Compliance, Compliance, Financial Planning, Income Tax, Corporate Tax, Audit, Preparation, High Net Worth..., Mergers, Tax Services, Real Estate, Financial Reporting, Tax Returns, Auditing, IRS, Trusts, Planning, Small Business, LLC, Non-profits, Management Consulting, Research, Investments, Estate Planning, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Federal Tax, S Corporations, Budgeting, Partnership Taxation, Engagement, Tax Preparation, Financial Analysis, Internal Controls, Forensic Accounting, Individual Taxation, Tax Return Preparation, Bookkeeping, Payroll, Cash Management, Cash Flow, Excel, Financial Management, Insurance, Forecasting, Retirement Planning
Education
East Carolina University 1973 — 1977
BSBA, Accounting
Montgomery Coscia Greilich LLP January 2014 - Present
Lane Gorman Trubitt PLLC January 2008 - October 2013
AXA Advisors 1993 - 2008
Acordia Benefits of Texas 1990 - 1993
Reserve Life Insurance Company 1983 - 1989
Skills
Tax, Accounting, Tax Compliance, Compliance, Financial Planning, Income Tax, Corporate Tax, Audit, Preparation, High Net Worth..., Mergers, Tax Services, Real Estate, Financial Reporting, Tax Returns, Auditing, IRS, Trusts, Planning, Small Business, LLC, Non-profits, Management Consulting, Research, Investments, Estate Planning, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Federal Tax, S Corporations, Budgeting, Partnership Taxation, Engagement, Tax Preparation, Financial Analysis, Internal Controls, Forensic Accounting, Individual Taxation, Tax Return Preparation, Bookkeeping, Payroll, Cash Management, Cash Flow, Excel, Financial Management, Insurance, Forecasting, Retirement Planning
Education
East Carolina University 1973 — 1977
BSBA, Accounting
Joan K. Johnson, CPA Joan K. Johnson, CPA's AXA Advisors Experience January 2006 - July 2009
Job Financial Planner
Industry Financial Services
Experience
Joan K Johnson Financial January 2010 - Present
AXA Advisors January 2006 - July 2009
Robert Half Management Resources January 2003 - June 2005
ARAMARK 2004 - 2005
Skills
Retirement Planning, Insurance, Small Business, Estate Planning, Fixed Annuities, Finance, Financial Services, Disability Insurance, Series 7, Accounting, Health Insurance, Investments
Education
Dominican University 1984 — 1987
B.A., Accounting, Business, Communications
Stephens College 1975 — 1977
English, Drama, Music
Joan K Johnson Financial January 2010 - Present
AXA Advisors January 2006 - July 2009
Robert Half Management Resources January 2003 - June 2005
ARAMARK 2004 - 2005
Skills
Retirement Planning, Insurance, Small Business, Estate Planning, Fixed Annuities, Finance, Financial Services, Disability Insurance, Series 7, Accounting, Health Insurance, Investments
Education
Dominican University 1984 — 1987
B.A., Accounting, Business, Communications
Stephens College 1975 — 1977
English, Drama, Music
Kevin Kluge Kevin Kluge's AXA Advisors Experience January 2004 - July 2014
Job Financial Advisor at MassMutual Buffalo
Industry Financial Services
Experience
MassMutual Buffalo July 2014 - Present
AXA Advisors January 2004 - July 2014
Bank of America (formerly FleetBoston Financial) April 1993 - March 2003
Skills
Finance, Financial Planning, Retirement Planning, Life Insurance, Investments, Retirement, Insurance, Fixed Annuities, Financial Analysis, Estate Planning, Variable Annuities
Education
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
University at Buffalo
Master's Degree, Economics
Denison University
Bachelor's Degree, Economics
MassMutual Buffalo July 2014 - Present
AXA Advisors January 2004 - July 2014
Bank of America (formerly FleetBoston Financial) April 1993 - March 2003
Skills
Finance, Financial Planning, Retirement Planning, Life Insurance, Investments, Retirement, Insurance, Fixed Annuities, Financial Analysis, Estate Planning, Variable Annuities
Education
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
University at Buffalo
Master's Degree, Economics
Denison University
Bachelor's Degree, Economics
Michael Stanoch Michael Stanoch's AXA Advisors Experience March 2009 - April 2010
Job Project Engineer at M. Davis & Sons
Industry Mechanical or Industrial Engineering
Experience
M. Davis & Sons December 2014 - Present
The John Wood Company February 2012 - December 2014
NORTHSTAR - Advisors May 2011 - October 2011
Temple University 2009 - 2011
Stanley's Tavern May 2006 - August 2010
AXA Advisors March 2009 - April 2010
Education
Temple University 2009 — 2011
B.S., Mechanical Engineering
Delaware County Community College 2006 — 2009
Associate Degree, Science
Xaverian Brothers High School
M. Davis & Sons December 2014 - Present
The John Wood Company February 2012 - December 2014
NORTHSTAR - Advisors May 2011 - October 2011
Temple University 2009 - 2011
Stanley's Tavern May 2006 - August 2010
AXA Advisors March 2009 - April 2010
Education
Temple University 2009 — 2011
B.S., Mechanical Engineering
Delaware County Community College 2006 — 2009
Associate Degree, Science
Xaverian Brothers High School
Lorraine Leone Lorraine Leone's AXA Advisors Experience February 2004 - January 2006
Job Executive Assistant at Mindshare
Industry Marketing and Advertising
Experience
Mindshare October 2007 - Present
The Hartford February 2006 - September 2007
AXA Advisors February 2004 - January 2006
Education
DePaul University
Communication and Media Studies
Mindshare October 2007 - Present
The Hartford February 2006 - September 2007
AXA Advisors February 2004 - January 2006
Education
DePaul University
Communication and Media Studies
Devin McCarthy's AXA Advisors Experience July 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
ECU Student Government Association April 2014 - March 2015
Brooks Brothers June 2013 - January 2015
Pi Kappa Alpha November 2013 - December 2014
Peak Kitchen Repair May 2013 - August 2014
Skills
Visual Merchandising, Merchandising, Retail Sales, Retail, Store Management, Loss Prevention, Store Operations, Trend Analysis, Window Displays, Apparel, Fashion, Styling, Inventory Management, Trend, Sales, Customer Service, Microsoft Word, Microsoft Excel
Education
East Carolina University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
AXA Advisors July 2015 - Present
ECU Student Government Association April 2014 - March 2015
Brooks Brothers June 2013 - January 2015
Pi Kappa Alpha November 2013 - December 2014
Peak Kitchen Repair May 2013 - August 2014
Skills
Visual Merchandising, Merchandising, Retail Sales, Retail, Store Management, Loss Prevention, Store Operations, Trend Analysis, Window Displays, Apparel, Fashion, Styling, Inventory Management, Trend, Sales, Customer Service, Microsoft Word, Microsoft Excel
Education
East Carolina University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Tamar Wilson Tamar Wilson's AXA Advisors Experience February 2011 - April 2011
Job
Industry Venture Capital & Private Equity
Experience
Chinastakes.com January 2012 - May 2012
AXA Advisors February 2011 - April 2011
Skills
Leadership, Analysis, Entrepreneurship, Research, Project Management, Outstanding..., Business Planning, Business Development, Teamwork, Venture Capital, Due Diligence, Industry Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, English, Conversational Mandarin, Excellent Analytical..., Natural Team Leader, Management, Editing, Qualitative Research, Data Analysis, Start-ups, Finance, Market Research
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
East China Normal University
Chinese Business & Language
Chinastakes.com January 2012 - May 2012
AXA Advisors February 2011 - April 2011
Skills
Leadership, Analysis, Entrepreneurship, Research, Project Management, Outstanding..., Business Planning, Business Development, Teamwork, Venture Capital, Due Diligence, Industry Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, English, Conversational Mandarin, Excellent Analytical..., Natural Team Leader, Management, Editing, Qualitative Research, Data Analysis, Start-ups, Finance, Market Research
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
East China Normal University
Chinese Business & Language
Austin Murray's AXA Advisors Experience February 2013 - June 2014
Job Attorney
Industry Law Practice
Experience
AXA Advisors February 2013 - June 2014
Hamilton Law Office 2008 - 2011
Denison University September 2007 - May 2008
Denison University September 2006 - May 2007
Skills
Legal Research, Finance, Customer Service, Microsoft Office, Photoshop, PowerPoint, Maya, Network Administration, Securities, Civil Litigation, Microsoft Word
Education
University of Akron School of Law 2008 — 2011
Doctor of Law (JD), Law
Denison University 2004 — 2008
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
AXA Advisors February 2013 - June 2014
Hamilton Law Office 2008 - 2011
Denison University September 2007 - May 2008
Denison University September 2006 - May 2007
Skills
Legal Research, Finance, Customer Service, Microsoft Office, Photoshop, PowerPoint, Maya, Network Administration, Securities, Civil Litigation, Microsoft Word
Education
University of Akron School of Law 2008 — 2011
Doctor of Law (JD), Law
Denison University 2004 — 2008
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
Jaynee Peterson's AXA Advisors Experience June 2013 - Present
Job Retirement Benefits Specialist, TaxSheltered Plans at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Hair Color Xperts June 2008 - August 2008
Flynn Engineering Services, P.A. November 2006 - May 2007
City Hall of Pompano Beach November 2004 - November 2006
Skills
Investments, Portfolio Management, Conversational Spanish, Retirement Planning, College Savings Plans, Marketing, Wealth Management, Retirement, Tax Sheltered Annuities, Wealth Accumulation, Employee Benefits, Pensions, Personal Finance
Education
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management; Minors: Finance & Psychology
EBS - European Business School Paris 2011 — 2011
European Management & European Marketing
AXA Advisors June 2013 - Present
Hair Color Xperts June 2008 - August 2008
Flynn Engineering Services, P.A. November 2006 - May 2007
City Hall of Pompano Beach November 2004 - November 2006
Skills
Investments, Portfolio Management, Conversational Spanish, Retirement Planning, College Savings Plans, Marketing, Wealth Management, Retirement, Tax Sheltered Annuities, Wealth Accumulation, Employee Benefits, Pensions, Personal Finance
Education
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management; Minors: Finance & Psychology
EBS - European Business School Paris 2011 — 2011
European Management & European Marketing
Luke Bradshaw, SCPM's AXA Advisors Experience July 2009 - July 2011
Job Consultant at Motive Power, Inc
Industry Management Consulting
Experience
Motive Power, Inc March 2015 - Present
ReflexCase January 2012 - January 2015
Apex Learning March 2012 - September 2013
AXA Advisors July 2009 - July 2011
The Seattle Times June 2005 - August 2008
Skills
Project Management, Leadership, Program Management, Business Strategy, Business Process..., Management Consulting, Risk Management, Process Optimization, Change Management, Product Launch, Resource Management, Analysis
Education
Eastern Washington University
Bachelor's Degree
Stanford University
SCPM, Stanford Certified Project Manager
Motive Power, Inc March 2015 - Present
ReflexCase January 2012 - January 2015
Apex Learning March 2012 - September 2013
AXA Advisors July 2009 - July 2011
The Seattle Times June 2005 - August 2008
Skills
Project Management, Leadership, Program Management, Business Strategy, Business Process..., Management Consulting, Risk Management, Process Optimization, Change Management, Product Launch, Resource Management, Analysis
Education
Eastern Washington University
Bachelor's Degree
Stanford University
SCPM, Stanford Certified Project Manager
Frank Massa Frank Massa's AXA Advisors Experience October 2012 - Present
Job President of AXA Advisor’s Broker Dealer and Network Services
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
AXA Advisors October 2008 - October 2012
AXA Advisors January 2003 - October 2008
AXA Advisors October 2000 - January 2003
AXA Advisors April 1997 - October 2000
Tradewell Investments 1996 - April 1997
Wachovia Investments 1995 - 1996
CitiCorp Investment Services 1992 - December 1994
Lehaman Brothers 1991 - 1992
Skills
Series 7, Series 24, Series 4, Series 63
Education
Elon University 1986 — 1991
AXA Advisors October 2012 - Present
AXA Advisors October 2008 - October 2012
AXA Advisors January 2003 - October 2008
AXA Advisors October 2000 - January 2003
AXA Advisors April 1997 - October 2000
Tradewell Investments 1996 - April 1997
Wachovia Investments 1995 - 1996
CitiCorp Investment Services 1992 - December 1994
Lehaman Brothers 1991 - 1992
Skills
Series 7, Series 24, Series 4, Series 63
Education
Elon University 1986 — 1991
Yuhe Cong Yuhe Cong's AXA Advisors Experience January 2011 - June 2011
Job Leveraged Finance Associate
Industry Financial Services
Experience
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets July 2014 - March 2015
CIT July 2012 - July 2014
MasterCard June 2011 - August 2011
AXA Advisors January 2011 - June 2011
Wufantuan.com The Lunch Group September 2010 - January 2011
Industrial Securities Co., Ltd. September 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Mandarin, Financial Analysis, Microsoft Excel, Market Research, PowerPoint, Capital IQ, Microsoft Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Finance, International Business, Art History
Monroe Woodbury High School 2004 — 2008
East China Normal University
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets July 2014 - March 2015
CIT July 2012 - July 2014
MasterCard June 2011 - August 2011
AXA Advisors January 2011 - June 2011
Wufantuan.com The Lunch Group September 2010 - January 2011
Industrial Securities Co., Ltd. September 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Mandarin, Financial Analysis, Microsoft Excel, Market Research, PowerPoint, Capital IQ, Microsoft Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Finance, International Business, Art History
Monroe Woodbury High School 2004 — 2008
East China Normal University
Michael Bacchini Michael Bacchini's AXA Advisors Experience November 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2006 - Present
First Financial Bank January 2003 - November 2006
American Express Financial Advisors May 2000 - January 2003
Education
Drexel University 1990 — 1995
AXA Advisors November 2006 - Present
First Financial Bank January 2003 - November 2006
American Express Financial Advisors May 2000 - January 2003
Education
Drexel University 1990 — 1995
Heather McKelvey Heather McKelvey's AXA Advisors Experience October 2013 - March 2015
Job Staffing Administrator for Fidelity Investments/Veritude
Industry Staffing and Recruiting
Experience
Veritude June 2015 - Present
bevello October 2014 - June 2015
East Carolina University August 2010 - May 2015
AXA Advisors October 2013 - March 2015
Education
East Carolina University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Veritude June 2015 - Present
bevello October 2014 - June 2015
East Carolina University August 2010 - May 2015
AXA Advisors October 2013 - March 2015
Education
East Carolina University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Terri M. Rau Terri M. Rau's AXA Advisors Experience July 2008 - June 2011
Job Financial Advisor at MPPL Financial
Industry Financial Services
Experience
MPPL Financial January 2013 - Present
Michael J. Boyce October 2004 - December 2013
Comprehensive Asset Management June 2011 - December 2012
AXA Advisors July 2008 - June 2011
AXA July 2007 - June 2011
Skills
Personal Financial..., Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Services, Business Planning, Succession Planning, Investment Management, 401k, Life Insurance, Securities, Variable Annuities, Variable Life, Variable Products, Survivorship Planning, Stock Option, Asset Allocation, Disability Insurance, Tax Advisory, Long Term Care Insurance, Charitable Gift Planning, College Education...
Education
Elgin Community College 1994 — 1996
MPPL Financial January 2013 - Present
Michael J. Boyce October 2004 - December 2013
Comprehensive Asset Management June 2011 - December 2012
AXA Advisors July 2008 - June 2011
AXA July 2007 - June 2011
Skills
Personal Financial..., Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Services, Business Planning, Succession Planning, Investment Management, 401k, Life Insurance, Securities, Variable Annuities, Variable Life, Variable Products, Survivorship Planning, Stock Option, Asset Allocation, Disability Insurance, Tax Advisory, Long Term Care Insurance, Charitable Gift Planning, College Education...
Education
Elgin Community College 1994 — 1996
Christopher L. Ody Christopher L. Ody's AXA Advisors Experience November 2013 - October 2014
Job AVP Regional Supervisory Officer at PNC
Industry Investment Management
Experience
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
Ryan Eisner's AXA Advisors Experience September 2009 - September 2011
Job Account Executive at Eagle Transfer Corporation
Industry Facilities Services
Experience
Eagle Transfer Corporation September 2011 - Present
AXA Advisors September 2009 - September 2011
Belltower Books LLC 2007 - 2009
Skills
Financial Analysis, Microsoft Excel, New Business Development, Account Management, Salesforce.com, Sales, Cold Calling, Microsoft Office, Microsoft Word, Investments, PowerPoint, Series 7, Finance, Sales Management, Retirement Planning, Marketing, Contract Negotiation
Education
Drew University 2005 — 2009
B.S., Economics
Eagle Transfer Corporation September 2011 - Present
AXA Advisors September 2009 - September 2011
Belltower Books LLC 2007 - 2009
Skills
Financial Analysis, Microsoft Excel, New Business Development, Account Management, Salesforce.com, Sales, Cold Calling, Microsoft Office, Microsoft Word, Investments, PowerPoint, Series 7, Finance, Sales Management, Retirement Planning, Marketing, Contract Negotiation
Education
Drew University 2005 — 2009
B.S., Economics
Andrew Byers Andrew Byers's AXA Advisors Experience January 2014 - May 2014
Job President at Eastern University Gamma Pi, Chapter of Delta Mu Delta
Industry
Experience
Eastern University Gamma Pi, Chapter of Delta Mu Delta May 2014 - Present
Young Life May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors October 2013 - January 2014
Eastern University Investments Club February 2013 - May 2013
Chambersburg First Church of God May 2012 - July 2012
Skills
Proficient in Microsoft..., Public Speaking, Research, Budgets, PowerPoint, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Nonprofits, Teaching, Customer Service, Community Outreach, Event Planning, Team Leadership, Tenacious Work Ethic
Education
Eastern University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, GPA: 3.76 Major GPA: 3.91
Eastern University Gamma Pi, Chapter of Delta Mu Delta May 2014 - Present
Young Life May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors October 2013 - January 2014
Eastern University Investments Club February 2013 - May 2013
Chambersburg First Church of God May 2012 - July 2012
Skills
Proficient in Microsoft..., Public Speaking, Research, Budgets, PowerPoint, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Nonprofits, Teaching, Customer Service, Community Outreach, Event Planning, Team Leadership, Tenacious Work Ethic
Education
Eastern University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, GPA: 3.76 Major GPA: 3.91
Russell M. Jones, CFP® AIF® Russell M. Jones, CFP® AIF®'s AXA Advisors Experience March 2003 - October 2005
Job Managing Member at RMJ Financial
Industry Financial Services
Experience
RMJ Financial July 2014 - Present
AMDG Financial September 2012 - July 2014
New England Securities February 2007 - September 2012
Sigma Financial December 2005 - December 2006
AXA Advisors March 2003 - October 2005
Archway Marketing Services 1997 - 2002
Kmart Corporation 1973 - 1992
Skills
Investment Advisory, Wealth Management, Comprehensive...
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
MBA with honors
Eastern Michigan University 1974 — 1978
BBA with honors, Finance
University of Michigan 1970 — 1972
none, Naval Architecture
RMJ Financial July 2014 - Present
AMDG Financial September 2012 - July 2014
New England Securities February 2007 - September 2012
Sigma Financial December 2005 - December 2006
AXA Advisors March 2003 - October 2005
Archway Marketing Services 1997 - 2002
Kmart Corporation 1973 - 1992
Skills
Investment Advisory, Wealth Management, Comprehensive...
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
MBA with honors
Eastern Michigan University 1974 — 1978
BBA with honors, Finance
University of Michigan 1970 — 1972
none, Naval Architecture
Geoffrey E. Zabinski, CFA Geoffrey E. Zabinski, CFA's AXA Advisors Experience July 2006 - August 2006
Job Senior Analyst at BP Capital Management
Industry Venture Capital & Private Equity
Experience
BP Capital Management September 2015 - Present
Credit Suisse July 2013 - September 2015
Notre Dame Investment Office December 2012 - May 2013
Credit Suisse June 2012 - August 2012
Wasatch Funds August 2011 - May 2012
Protiviti, Inc. August 2007 - July 2011
AXA Advisors July 2006 - August 2006
FBOP Corporation January 2006 - June 2006
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Equity Research, Risk Management, Investments, Business Valuation, Credit Analysis, Bloomberg, Credit, Securities, Asset Allocation, Equities, Financial Advisory, Capital Markets, Analysis, Financial Services, Strategy, Consulting
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Investments, Corporate Finance
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Management
BP Capital Management September 2015 - Present
Credit Suisse July 2013 - September 2015
Notre Dame Investment Office December 2012 - May 2013
Credit Suisse June 2012 - August 2012
Wasatch Funds August 2011 - May 2012
Protiviti, Inc. August 2007 - July 2011
AXA Advisors July 2006 - August 2006
FBOP Corporation January 2006 - June 2006
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Equity Research, Risk Management, Investments, Business Valuation, Credit Analysis, Bloomberg, Credit, Securities, Asset Allocation, Equities, Financial Advisory, Capital Markets, Analysis, Financial Services, Strategy, Consulting
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Investments, Corporate Finance
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Management
Thomas F. Lamson Thomas F. Lamson's AXA Advisors Experience 2003 - Present
Job Lead Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2003 - Present
First Financial Equity Corporation 2001 - 2002
Western Federal Group 1987 - 2001
Kemper Financial Serices 1984 - 1987
Skills
Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing - Product Management
Saint Xavier University
BS, Management
AXA Advisors 2003 - Present
First Financial Equity Corporation 2001 - 2002
Western Federal Group 1987 - 2001
Kemper Financial Serices 1984 - 1987
Skills
Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing - Product Management
Saint Xavier University
BS, Management
Patrick Madigan Patrick Madigan's AXA Advisors Experience July 2008 - April 2009
Job Director of Finance at Winnebago County Health Department
Industry Civic & Social Organization
Experience
Winnebago County Health Department December 2014 - Present
Polish American Association January 2011 - December 2014
AXA Advisors July 2008 - April 2009
The Association for Individual Development May 2003 - April 2008
OMNI Youth Services March 2002 - April 2003
Seguin Service, Inc September 1990 - January 2002
Skills
Non-profits, Public Speaking, Strategic Planning, Accounting, Budgets, Fundraising, Team Building, Nonprofits, Microsoft Excel, Process Improvement, Real Estate, Leadership, Finance, Management, Program Management, Financial Analysis, Human Resources, Time Management, Access, Business Planning, Forecasting, Auditing, Training, Mergers & Acquisitions, Strategy, Management Consulting, Financial Modeling, Risk Management, Insurance, Data Analysis, Project Management, Internal Controls, Business Process..., Due Diligence, Small Business, Change Management, Start-ups, Policy, Cross-functional Team..., Business Strategy, Financial Services, Leadership Development, Negotiation, Budgeting, Microsoft Office, Investments, Analysis
Education
DePaul University 1975 — 1979
BSC, Accounting
Maine East High School 1971 — 1975
Winnebago County Health Department December 2014 - Present
Polish American Association January 2011 - December 2014
AXA Advisors July 2008 - April 2009
The Association for Individual Development May 2003 - April 2008
OMNI Youth Services March 2002 - April 2003
Seguin Service, Inc September 1990 - January 2002
Skills
Non-profits, Public Speaking, Strategic Planning, Accounting, Budgets, Fundraising, Team Building, Nonprofits, Microsoft Excel, Process Improvement, Real Estate, Leadership, Finance, Management, Program Management, Financial Analysis, Human Resources, Time Management, Access, Business Planning, Forecasting, Auditing, Training, Mergers & Acquisitions, Strategy, Management Consulting, Financial Modeling, Risk Management, Insurance, Data Analysis, Project Management, Internal Controls, Business Process..., Due Diligence, Small Business, Change Management, Start-ups, Policy, Cross-functional Team..., Business Strategy, Financial Services, Leadership Development, Negotiation, Budgeting, Microsoft Office, Investments, Analysis
Education
DePaul University 1975 — 1979
BSC, Accounting
Maine East High School 1971 — 1975
Theresa Siaw's AXA Advisors Experience March 2006 - August 2008
Job Healthcare Industry
Industry Hospital & Health Care
Experience
Centro Romero November 2013 - Present
DME Direct, ltd April 2013 - Present
San Pablo Medical Center, ltd December 2010 - April 2013
San Jose Group August 2009 - April 2010
AXA Advisors March 2006 - August 2008
The San Antonio LLC September 2006 - October 2007
Skills
Competitive Analysis, Strategy, Marketing Research, Integrated Marketing, Advertising, Sales, SPSS, Microsoft Office, PowerPoint, Customer Service, Budgets, Market Analysis, Negotiation, Marketing, Market Research
Education
DePaul University
Marketing, Multicultural Marketing
DePaul University 2004 — 2008
B.A, Multicultural Marketing; Advertising Marketing ManagementOperations Management
DePaul University 2004 — 2008
B.A, Multicultural Marketing; Advertising Marketing Management Operations Management
Centro Romero November 2013 - Present
DME Direct, ltd April 2013 - Present
San Pablo Medical Center, ltd December 2010 - April 2013
San Jose Group August 2009 - April 2010
AXA Advisors March 2006 - August 2008
The San Antonio LLC September 2006 - October 2007
Skills
Competitive Analysis, Strategy, Marketing Research, Integrated Marketing, Advertising, Sales, SPSS, Microsoft Office, PowerPoint, Customer Service, Budgets, Market Analysis, Negotiation, Marketing, Market Research
Education
DePaul University
Marketing, Multicultural Marketing
DePaul University 2004 — 2008
B.A, Multicultural Marketing; Advertising Marketing ManagementOperations Management
DePaul University 2004 — 2008
B.A, Multicultural Marketing; Advertising Marketing Management Operations Management
Lakishia Cooper Lakishia Cooper's AXA Advisors Experience January 2011 - Present
Job Lead Associate at Axa Advisors
Industry Financial Services
Experience
Axa Advisors January 2011 - Present
Vangaurd September 2010 - January 2011
Mecklenburg Open Door July 2009 - September 2010
The University Times November 2006 - May 2009
Target June 2008 - August 2008
UNC Charlotte Dean of College of Arts and Sciences August 2007 - May 2008
Regina Rudolph, C.P.A February 2007 - December 2007
Enterprise Rent-A-Car May 2007 - August 2007
Education
East Carolina University - College of Business 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2004 — 2009
Business Administration, Major: Management, Minor: Management Information Systems
Axa Advisors January 2011 - Present
Vangaurd September 2010 - January 2011
Mecklenburg Open Door July 2009 - September 2010
The University Times November 2006 - May 2009
Target June 2008 - August 2008
UNC Charlotte Dean of College of Arts and Sciences August 2007 - May 2008
Regina Rudolph, C.P.A February 2007 - December 2007
Enterprise Rent-A-Car May 2007 - August 2007
Education
East Carolina University - College of Business 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2004 — 2009
Business Administration, Major: Management, Minor: Management Information Systems
Victor Zhu Victor Zhu's AXA Advisors Experience 2004 - 2006
Job Strategy Lead at Google
Industry Internet
Experience
Google August 2014 - Present
Google June 2013 - August 2013
The Boston Consulting Group October 2009 - July 2012
Village Capital May 2011 - July 2011
Center for Civil and Human Rights July 2009 - October 2009
The Boston Consulting Group June 2008 - August 2008
Macquarie Bank May 2007 - August 2007
AXA Advisors 2004 - 2006
Skills
Strategic Planning, Business Strategy, Data Analysis, SQL, Java, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media Marketing, Social Enterprise, Social Impact, Management Consulting, Organizational..., Cost Reduction..., Procurement, Entrepreneurship, Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing and Operations, Finance
Duke University 2005 — 2009
BS, Economics
Google August 2014 - Present
Google June 2013 - August 2013
The Boston Consulting Group October 2009 - July 2012
Village Capital May 2011 - July 2011
Center for Civil and Human Rights July 2009 - October 2009
The Boston Consulting Group June 2008 - August 2008
Macquarie Bank May 2007 - August 2007
AXA Advisors 2004 - 2006
Skills
Strategic Planning, Business Strategy, Data Analysis, SQL, Java, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media Marketing, Social Enterprise, Social Impact, Management Consulting, Organizational..., Cost Reduction..., Procurement, Entrepreneurship, Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing and Operations, Finance
Duke University 2005 — 2009
BS, Economics
Brandon Davey's AXA Advisors Experience August 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2008 - Present
Eastern Washington University September 2002 - March 2007
Skills
Retirement Planning
Education
Eastern Washington University 2002 — 2007
Business, Finance and Economics
Kent View Christian High School 1998 — 2002
AXA Advisors August 2008 - Present
Eastern Washington University September 2002 - March 2007
Skills
Retirement Planning
Education
Eastern Washington University 2002 — 2007
Business, Finance and Economics
Kent View Christian High School 1998 — 2002
Audi Constance Audi Constance's AXA Advisors Experience January 2001 - May 2005
Job Financial Engineer/Realtor
Industry Financial Services
Experience
Better Homes and Gardens Mason-McDuffie Real Estate January 2013 - Present
The Constance Company, Inc. dba CFP Solutions January 2008 - Present
GDE Holdings, Inc. March 2010 - December 2012
Keller Williams Realty - Berkeley 2007 - 2009
AXA Advisors January 2001 - May 2005
Hexcel Corporation 2000 - 2001
Expedior 1999 - 2000
Versata 1998 - 1999
CompUSA August 1996 - December 1998
Vance Info Systems July 1982 - June 1996
Skills
Financial Planning, Management Consulting, Process Engineering, Public Speaking, Business Planning, Real Estate Taxation, Quickbooks Pro Advisor, Foreclosure Prevention, Real Estate Investments..., Business Start-ups, Individual and Business..., Estate Tax Planning, Business Valuation, Financial Projections, SBA Loan Packaging, HAMP Loan Modification, Real Estate Transactions, Asset Management, Liability Management, ERP design, development..., Business Management and..., Point-of-Sale/Retail..., Oracle Financials, Systems Analysis, Oracle Applications, Technical Training, Training & Development, Salesforce.com, Sales and Marketing, Microsoft Office, Software Project..., Training Management, Development of Training..., Property Management, Strategic Financial..., Foreclosures, Project Planning, Start-ups, Real Estate, Management, Investment Properties, Training, Finance, Investments, Sellers, Small Business
Education
University of California, Davis 2000 — 2003
Certificate, Financial Planning
University of California, Berkeley 1994 — 1998
Certificates, E-Commerce Technology & Database Management
Mt. San Antonio College 1977 — 1978
Certificate, Data Processing
University of the Philippines 1969 — 1975
Bachelor's of Science, Mathematics and Actuarial Science
Dominican University of California
Master's degree, Economics
H&R Block, Various
Certificate, continuing education, Tax Preparation
Oracle University
Certificates, Oracle Financials, Oracle Applications
Better Homes and Gardens Mason-McDuffie Real Estate January 2013 - Present
The Constance Company, Inc. dba CFP Solutions January 2008 - Present
GDE Holdings, Inc. March 2010 - December 2012
Keller Williams Realty - Berkeley 2007 - 2009
AXA Advisors January 2001 - May 2005
Hexcel Corporation 2000 - 2001
Expedior 1999 - 2000
Versata 1998 - 1999
CompUSA August 1996 - December 1998
Vance Info Systems July 1982 - June 1996
Skills
Financial Planning, Management Consulting, Process Engineering, Public Speaking, Business Planning, Real Estate Taxation, Quickbooks Pro Advisor, Foreclosure Prevention, Real Estate Investments..., Business Start-ups, Individual and Business..., Estate Tax Planning, Business Valuation, Financial Projections, SBA Loan Packaging, HAMP Loan Modification, Real Estate Transactions, Asset Management, Liability Management, ERP design, development..., Business Management and..., Point-of-Sale/Retail..., Oracle Financials, Systems Analysis, Oracle Applications, Technical Training, Training & Development, Salesforce.com, Sales and Marketing, Microsoft Office, Software Project..., Training Management, Development of Training..., Property Management, Strategic Financial..., Foreclosures, Project Planning, Start-ups, Real Estate, Management, Investment Properties, Training, Finance, Investments, Sellers, Small Business
Education
University of California, Davis 2000 — 2003
Certificate, Financial Planning
University of California, Berkeley 1994 — 1998
Certificates, E-Commerce Technology & Database Management
Mt. San Antonio College 1977 — 1978
Certificate, Data Processing
University of the Philippines 1969 — 1975
Bachelor's of Science, Mathematics and Actuarial Science
Dominican University of California
Master's degree, Economics
H&R Block, Various
Certificate, continuing education, Tax Preparation
Oracle University
Certificates, Oracle Financials, Oracle Applications
Glen Cone's AXA Advisors Experience October 2007 - December 2009
Job Financial Consultant
Industry Financial Services
Experience
Commonwealth Financial Group September 2011 - Present
Commonwealth November 2009 - Present
AXA Advisors October 2007 - December 2009
Heluva Good January 1995 - January 2005
Skills
VA Aid & Attendance..., Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Pensions, Investment Advisory, Long-term Care, Small Business, Fixed Annuities, Financial Planners, Series 7, Mutual Funds, Asset Allocation, Financial Advisory, Estate Planning, Sales, IRAs, Series 63, 401k, Selling, Wealth, Life Insurance, Long Term Care Insurance, Uniform Combined State..., Disability Insurance, Variable Annuities, Financial Services, Securities, Management, Team Building, Finance, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1974 — 1978
East Stroudsburg University of Pennsylvania
Bachelor's degree, Sociology
Commonwealth Financial Group September 2011 - Present
Commonwealth November 2009 - Present
AXA Advisors October 2007 - December 2009
Heluva Good January 1995 - January 2005
Skills
VA Aid & Attendance..., Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Pensions, Investment Advisory, Long-term Care, Small Business, Fixed Annuities, Financial Planners, Series 7, Mutual Funds, Asset Allocation, Financial Advisory, Estate Planning, Sales, IRAs, Series 63, 401k, Selling, Wealth, Life Insurance, Long Term Care Insurance, Uniform Combined State..., Disability Insurance, Variable Annuities, Financial Services, Securities, Management, Team Building, Finance, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1974 — 1978
East Stroudsburg University of Pennsylvania
Bachelor's degree, Sociology
Andrea Schulman's AXA Advisors Experience December 2002 - May 2004
Job Founder and Web Adminstrator at Raise Your Vibration Today
Industry Facilities Services
Experience
Raise Your Vibration Today, LLC January 2015 - Present
Brevard County Schools October 2007 - June 2014
HealthPlan Services May 2004 - April 2006
AXA Advisors December 2002 - May 2004
Skills
Public Speaking, Education, Financial Planning, HTML, CSS, Web Development, PowerPoint, Keynote, Leadership, Microsoft Excel, Coaching, Event Planning, Customer Service, Teaching, Sales
Education
Brevard Community College 2007 — 2009
Educator Certification, Education
University of Michigan 1998 — 2001
Bachelor of Science, Psychology
Raise Your Vibration Today, LLC January 2015 - Present
Brevard County Schools October 2007 - June 2014
HealthPlan Services May 2004 - April 2006
AXA Advisors December 2002 - May 2004
Skills
Public Speaking, Education, Financial Planning, HTML, CSS, Web Development, PowerPoint, Keynote, Leadership, Microsoft Excel, Coaching, Event Planning, Customer Service, Teaching, Sales
Education
Brevard Community College 2007 — 2009
Educator Certification, Education
University of Michigan 1998 — 2001
Bachelor of Science, Psychology
Jordan Sinclair Jordan Sinclair's AXA Advisors Experience June 2014 - November 2014
Job Executive Sous Chef at Shelter Lounge
Industry Hospitality
Experience
Opper Melang Restaurant Group May 2015 - Present
Freelance May 2014 - Present
AXA Advisors June 2014 - November 2014
Kigo Kitchen October 2013 - March 2014
Capitol Cider 2011 - 2013
The Rusty Moose Bar and Grill December 2010 - August 2011
Dollar Rent A Car KSA May 2006 - August 2007
The Dwelling Company March 2003 - September 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Communication, Professional..., Customer Service, Organization, High Volume Staffing, Team Building, Team Leadership, Team Management, PowerPoint, Data Entry, Business Planning, Teamwork, Databases, Inventory Management, Recruiting, Social Media, Hospitality, Purchasing, Employee Training, Management, Sales, Marketing, Leadership, Social Media Marketing
Education
Eastern Washington University 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Opper Melang Restaurant Group May 2015 - Present
Freelance May 2014 - Present
AXA Advisors June 2014 - November 2014
Kigo Kitchen October 2013 - March 2014
Capitol Cider 2011 - 2013
The Rusty Moose Bar and Grill December 2010 - August 2011
Dollar Rent A Car KSA May 2006 - August 2007
The Dwelling Company March 2003 - September 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Communication, Professional..., Customer Service, Organization, High Volume Staffing, Team Building, Team Leadership, Team Management, PowerPoint, Data Entry, Business Planning, Teamwork, Databases, Inventory Management, Recruiting, Social Media, Hospitality, Purchasing, Employee Training, Management, Sales, Marketing, Leadership, Social Media Marketing
Education
Eastern Washington University 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Frank Resta III Frank Resta III's AXA Advisors Experience January 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Skills
Investments, Financial Planning, Retirement Benefits..., Financial Analysis, Business Planning, Succession Planning, Insurance, Wealth Management, Portfolio Management
Education
East Carolina University
Bachelor of Science in Economics
AXA Advisors January 2015 - Present
Skills
Investments, Financial Planning, Retirement Benefits..., Financial Analysis, Business Planning, Succession Planning, Insurance, Wealth Management, Portfolio Management
Education
East Carolina University
Bachelor of Science in Economics
Michael Battista Michael Battista's AXA Advisors Experience May 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Nan Zimdars Inc. January 2012 - April 2012
Skills
Financial Needs Analysis, Retirement Planning, Wealth Management
Education
Edgewood College 2008 — 2012
Bachelors of Science (B.S.), Finance and Economics
University of Wisconsin-Madison
West High School
AXA Advisors May 2012 - Present
Nan Zimdars Inc. January 2012 - April 2012
Skills
Financial Needs Analysis, Retirement Planning, Wealth Management
Education
Edgewood College 2008 — 2012
Bachelors of Science (B.S.), Finance and Economics
University of Wisconsin-Madison
West High School
Evan Finley's AXA Advisors Experience September 2013 - October 2013
Job Office Manager at Suite, LLC
Industry Information Technology and Services
Experience
Suite, LLC November 2014 - Present
Hudson Valley Federal Credit Union August 2014 - November 2014
AXA Advisors September 2013 - October 2013
Bank of America January 2007 - August 2013
The Village Bistro December 2012 - February 2013
Brady Motors January 2009 - January 2011
Hudson Valley Clean Energy December 2008 - January 2009
Skills
thinkorswim by TD..., Microsoft Word and Excel, Windows and Mac o/s, PowerPoint, Research, Customer Service, Microsoft Word, Financial Analysis, Microsoft Office, Microsoft Excel, Teamwork, Windows, Project Planning, Analysis, Access, Outlook, Accounting, Data Entry
Education
Marist College 2012 — 2014
School of Management – AACSB International Accredited, Bachelor of Science Business/Finance, 3.42
Santa Monica College 2011 — 2012
Business Administration and Management, General
Dutchess Community College 2008 — 2011
Business Administration and Management, General
Suite, LLC November 2014 - Present
Hudson Valley Federal Credit Union August 2014 - November 2014
AXA Advisors September 2013 - October 2013
Bank of America January 2007 - August 2013
The Village Bistro December 2012 - February 2013
Brady Motors January 2009 - January 2011
Hudson Valley Clean Energy December 2008 - January 2009
Skills
thinkorswim by TD..., Microsoft Word and Excel, Windows and Mac o/s, PowerPoint, Research, Customer Service, Microsoft Word, Financial Analysis, Microsoft Office, Microsoft Excel, Teamwork, Windows, Project Planning, Analysis, Access, Outlook, Accounting, Data Entry
Education
Marist College 2012 — 2014
School of Management – AACSB International Accredited, Bachelor of Science Business/Finance, 3.42
Santa Monica College 2011 — 2012
Business Administration and Management, General
Dutchess Community College 2008 — 2011
Business Administration and Management, General
Carrie Marr Carrie Marr's AXA Advisors Experience March 2012 - May 2014
Job Seeking Graphic Design Degree
Industry Graphic Design
Experience
Self Employed May 2014 - Present
AXA Advisors March 2012 - May 2014
CSM Designs February 2009 - March 2012
Circle Card Co. April 2008 - October 2009
YMCA of the Palms October 2006 - April 2008
Scholten Construction Inc October 2003 - March 2006
Skills
Social Media Marketing, Web Design, Time Management, Payroll, Retail, Process Scheduler, Social Media, Marketing Strategy, Newsletters, Social Networking, Advertising, Marketing, Blogging, Organization, OS X, Office Administration, Microsoft Office, Customer Service, Compliance, Client Relations Skills, System Administration, Merchandising, Visual Merchandising, Life Insurance, Administrative Work, Workflow, Adobe, Internet, Computer Proficiency, Creative Problem Solving, Creativity, Work Ethic
Education
Hodges University 2014 — 2016
Bachelor's degree, Graphic Design
Edison Community College 1999 — 2004
Associates, Liberal Arts
Grand Valley State University 1996 — 1999
Liberal Arts
Self Employed May 2014 - Present
AXA Advisors March 2012 - May 2014
CSM Designs February 2009 - March 2012
Circle Card Co. April 2008 - October 2009
YMCA of the Palms October 2006 - April 2008
Scholten Construction Inc October 2003 - March 2006
Skills
Social Media Marketing, Web Design, Time Management, Payroll, Retail, Process Scheduler, Social Media, Marketing Strategy, Newsletters, Social Networking, Advertising, Marketing, Blogging, Organization, OS X, Office Administration, Microsoft Office, Customer Service, Compliance, Client Relations Skills, System Administration, Merchandising, Visual Merchandising, Life Insurance, Administrative Work, Workflow, Adobe, Internet, Computer Proficiency, Creative Problem Solving, Creativity, Work Ethic
Education
Hodges University 2014 — 2016
Bachelor's degree, Graphic Design
Edison Community College 1999 — 2004
Associates, Liberal Arts
Grand Valley State University 1996 — 1999
Liberal Arts
Clint D. McCoach's AXA Advisors Experience April 2014 - Present
Job Financial Consultant
Industry Investment Management
Experience
AXA Advisors April 2014 - Present
InCog Performance Engine Systems Consultants August 2012 - March 2014
Efco Products, Inc. December 2010 - July 2011
IBM April 2007 - January 2009
Skills
Financial Needs Analysis, Retirement Plan..., Project Management, Coaching, Statistical Data..., Portfolio Management, Asset Protection, Forecasting, Process Improvement, Data Analysis, Statistical Modeling, Operations Management, Mechanical Engineering, Business Process..., Product Development, AutoCAD, Program Management, Visual Basic, Purchasing, Team Leadership, Process Engineering, Six Sigma, Life Insurance, Manufacturing
Education
Barcelona School of Informatics - Barcelona, Spain 2013 — 2013
International Business, Information Technology Project Management
EM Normandie, School of Business - Normandy, France 2013 — 2013
International Business, Business Administration and Management, General
Hogeschool-Universiteit Brussel, School of International Business - Brussels Belgium 2013 — 2013
International Business, International Marketing
Inholland Haarlem University of Applied Science - Haarlem, Holland 2013 — 2013
International Business, Business Administration, Management and Operations
SUNY New Paltz 2010 — 2013
Bachelor of Arts (B.A.), International Business/Trade/Commerce
Dutchess Community College 2003 — 2010
Associate of Science (A.S.), Chemistry
Dutchess Community College 2003 — 2010
Associate of Science (A.S.), Electrical and Electronics Engineering, T.B.C.
Dutchess Community College 2003 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
AXA Advisors April 2014 - Present
InCog Performance Engine Systems Consultants August 2012 - March 2014
Efco Products, Inc. December 2010 - July 2011
IBM April 2007 - January 2009
Skills
Financial Needs Analysis, Retirement Plan..., Project Management, Coaching, Statistical Data..., Portfolio Management, Asset Protection, Forecasting, Process Improvement, Data Analysis, Statistical Modeling, Operations Management, Mechanical Engineering, Business Process..., Product Development, AutoCAD, Program Management, Visual Basic, Purchasing, Team Leadership, Process Engineering, Six Sigma, Life Insurance, Manufacturing
Education
Barcelona School of Informatics - Barcelona, Spain 2013 — 2013
International Business, Information Technology Project Management
EM Normandie, School of Business - Normandy, France 2013 — 2013
International Business, Business Administration and Management, General
Hogeschool-Universiteit Brussel, School of International Business - Brussels Belgium 2013 — 2013
International Business, International Marketing
Inholland Haarlem University of Applied Science - Haarlem, Holland 2013 — 2013
International Business, Business Administration, Management and Operations
SUNY New Paltz 2010 — 2013
Bachelor of Arts (B.A.), International Business/Trade/Commerce
Dutchess Community College 2003 — 2010
Associate of Science (A.S.), Chemistry
Dutchess Community College 2003 — 2010
Associate of Science (A.S.), Electrical and Electronics Engineering, T.B.C.
Dutchess Community College 2003 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Robert Salzman's AXA Advisors Experience August 2013 - February 2015
Job President at RBSalzman Wealth Management, LLC
Industry Investment Management
Experience
RBSalzman Wealth Management, LLC February 2015 - Present
AXA Advisors August 2013 - February 2015
Guggenheim Partners April 2008 - May 2012
AAM - Insurance Investment Management 2006 - 2008
BlackRock May 2005 - July 2006
Deutsche Asset Management 1999 - 2005
AAM - Insurance Investment Management 1995 - 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, Wealth Management, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1985
MBA, Finance
Eastern Illinois University 1980 — 1984
BS, Business
RBSalzman Wealth Management, LLC February 2015 - Present
AXA Advisors August 2013 - February 2015
Guggenheim Partners April 2008 - May 2012
AAM - Insurance Investment Management 2006 - 2008
BlackRock May 2005 - July 2006
Deutsche Asset Management 1999 - 2005
AAM - Insurance Investment Management 1995 - 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, Wealth Management, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1985
MBA, Finance
Eastern Illinois University 1980 — 1984
BS, Business
Akash Goyal Akash Goyal's AXA Advisors Experience June 2011 - August 2011
Job Executive Director at HCL World
Industry Nonprofit Organization Management
Experience
HCL World January 2011 - Present
AXA Advisors June 2011 - August 2011
Skills
Microsoft Office Suite, Minitab, Morning Star, Nonprofits, Fundraising, Public Speaking, Event Planning
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor's Degree, Finance and Accounting, Freshman
WW-P High School North 2009 — 2013
HS Diploma
Drexel University - College of Business and Administration 2011 — 2011
HCL World January 2011 - Present
AXA Advisors June 2011 - August 2011
Skills
Microsoft Office Suite, Minitab, Morning Star, Nonprofits, Fundraising, Public Speaking, Event Planning
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor's Degree, Finance and Accounting, Freshman
WW-P High School North 2009 — 2013
HS Diploma
Drexel University - College of Business and Administration 2011 — 2011
Lance Widner, CFA, CFP®'s AXA Advisors Experience April 2004 - December 2004
Job Senior Director Private Equity Group at Oppenheimer & Co. Inc.
Industry Venture Capital & Private Equity
Experience
Oppenheimer & Co. Inc. October 2014 - Present
US Navy October 2014 - Present
Oppenheimer & Co. April 2011 - October 2014
First Hawaiian Bank January 2005 - October 2009
AXA Advisors April 2004 - December 2004
Merrill Lynch September 1999 - December 2003
Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities
Education
IE Business School 2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA
Drury University 1994 — 1998
BA, Business Administration
Jefferson City High School 1990 — 1994
Oppenheimer & Co. Inc. October 2014 - Present
US Navy October 2014 - Present
Oppenheimer & Co. April 2011 - October 2014
First Hawaiian Bank January 2005 - October 2009
AXA Advisors April 2004 - December 2004
Merrill Lynch September 1999 - December 2003
Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities
Education
IE Business School 2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA
Drury University 1994 — 1998
BA, Business Administration
Jefferson City High School 1990 — 1994
adam lamar adam lamar's AXA Advisors Experience February 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Skills
Series 7, Life Insurance, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Retirement Benefits, Strategic Financial..., Wealth Management, Investments
Education
Drexel University 2007 — 2010
Financial Planning and Services
New York Film Academy 2008 — 2009
Film/Cinema/Video Studies
Wissahickon High School
AXA Advisors February 2015 - Present
Skills
Series 7, Life Insurance, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Retirement Benefits, Strategic Financial..., Wealth Management, Investments
Education
Drexel University 2007 — 2010
Financial Planning and Services
New York Film Academy 2008 — 2009
Film/Cinema/Video Studies
Wissahickon High School
Marianna D Burns's AXA Advisors Experience November 2014 - Present
Job Recruiting Professional at AXA Advisors, Hiring Now!
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Bishop, White, Marshall & Weibel, P.S. March 2013 - September 2014
Servpro of Renton November 2009 - March 2013
Servpro of Renton November 2009 - March 2013
Servpro of Renton & Servpro of S&W Seattle November 2009 - March 2013
Athletic Supply, Inc November 2008 - June 2009
Sign Pros, Inc April 2008 - September 2008
Harmony Music January 2007 - October 2007
Aviation Spares and Services October 2003 - August 2006
The Restoration Solution September 2002 - August 2003
Skills
Project Management, Project Coordination, Customer Service, Microsoft Office, Administrative..., Outlook, Xactimate, Marketing, Sales, Management, Data Entry, Microsoft Excel, Process Scheduler, Insurance, Customer Satisfaction, Mold Remediation, Construction, Team Building, Administrative Support, Chronicle, Microsoft Word, Accounts Receivable, Mitigation, Remediation, Water Damage, Human Resources, Teamwork, Small Business, Coaching, Budgets, Time Management, PowerPoint, Social Networking, Leadership, Talent Acquisition, Recruiting, Reception, MS Office Suite, Spreadsheets, Social Media, Accounting, Project Estimation, Social Media Marketing, Training, QuickBooks, Process Improvement, Sales Management, Interviews, Marketing Communications, People Skills
Education
Edmonds Community College 2014 — 2017
Associate's degree, Legal Assistant/Paralegal, 3.2
Snohomish High School 1995 — 1998
General, General, 3.4
AXA Advisors November 2014 - Present
Bishop, White, Marshall & Weibel, P.S. March 2013 - September 2014
Servpro of Renton November 2009 - March 2013
Servpro of Renton November 2009 - March 2013
Servpro of Renton & Servpro of S&W Seattle November 2009 - March 2013
Athletic Supply, Inc November 2008 - June 2009
Sign Pros, Inc April 2008 - September 2008
Harmony Music January 2007 - October 2007
Aviation Spares and Services October 2003 - August 2006
The Restoration Solution September 2002 - August 2003
Skills
Project Management, Project Coordination, Customer Service, Microsoft Office, Administrative..., Outlook, Xactimate, Marketing, Sales, Management, Data Entry, Microsoft Excel, Process Scheduler, Insurance, Customer Satisfaction, Mold Remediation, Construction, Team Building, Administrative Support, Chronicle, Microsoft Word, Accounts Receivable, Mitigation, Remediation, Water Damage, Human Resources, Teamwork, Small Business, Coaching, Budgets, Time Management, PowerPoint, Social Networking, Leadership, Talent Acquisition, Recruiting, Reception, MS Office Suite, Spreadsheets, Social Media, Accounting, Project Estimation, Social Media Marketing, Training, QuickBooks, Process Improvement, Sales Management, Interviews, Marketing Communications, People Skills
Education
Edmonds Community College 2014 — 2017
Associate's degree, Legal Assistant/Paralegal, 3.2
Snohomish High School 1995 — 1998
General, General, 3.4
Anjali Taneja's AXA Advisors Experience February 2015 - May 2015
Job Graduate HR Assistant at NYUPolytechnic School of Engineering/ Actively looking for Fulltime opportunity
Industry Human Resources
Experience
NYU Polytechnic School of Engineering June 2015 - Present
AXA Advisors February 2015 - May 2015
Yves Jadot Restaurant Group August 2014 - September 2014
Cambata Aviation Pvt Ltd June 2013 - December 2013
Skills
Human Resources, Teamwork, Microsoft Excel, PowerPoint, Talent Management, Public Speaking, Microsoft Office, Recruiting, Presentations, Employee Engagement, Microsoft Word, Management, Leadership, Communication, Accounting, Financial Accounting, Time Management, Research, Talent Acquisition, Onboarding, Workday, PeopleSoft
Education
New York University 2014 — 2015
Master of Science (MS), Human Resources Management and development
Delhi University 2010 — 2013
Bachelor of Commerce (B.Com Hons), Business/Commerce, General
NYU Polytechnic School of Engineering June 2015 - Present
AXA Advisors February 2015 - May 2015
Yves Jadot Restaurant Group August 2014 - September 2014
Cambata Aviation Pvt Ltd June 2013 - December 2013
Skills
Human Resources, Teamwork, Microsoft Excel, PowerPoint, Talent Management, Public Speaking, Microsoft Office, Recruiting, Presentations, Employee Engagement, Microsoft Word, Management, Leadership, Communication, Accounting, Financial Accounting, Time Management, Research, Talent Acquisition, Onboarding, Workday, PeopleSoft
Education
New York University 2014 — 2015
Master of Science (MS), Human Resources Management and development
Delhi University 2010 — 2013
Bachelor of Commerce (B.Com Hons), Business/Commerce, General
Shelley Stearns's AXA Advisors Experience June 2015 - Present
Job Licensing Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Highland Coffee Company November 2014 - May 2015
Kentucky Counting House October 2014 - May 2015
Superfood Bar August 2013 - May 2014
La Petite Grocery September 2011 - October 2013
Luke, Besh Restaurant Group November 2008 - August 2011
Sammy's Bar and Grill July 2006 - October 2008
Skills
Pastry, Menu Development, Baking, Cake Decorating, Banquets, Food Service, Chef, Cakes, Restaurant Management, Marketing, Fine Dining, Managing Events, Desserts, Serve Safe Certified, Menu Costing, New Restaurant Openings, Weddings, Parties, Project Management, Website Development, PowerPoint, Public Speaking, Bookkeeping, Payroll, Payroll Taxes, Payroll Processing, Account Reconciliation, Microsoft Excel, Peachtree, Sage, QuickBooks, Outlook, Catering, Customer Service
Education
University of New Orleans 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Delgado Community College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Delgado Community College 2009 — 2010
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
ursuline academy 1996 — 2000
High School Diploma
AXA Advisors June 2015 - Present
Highland Coffee Company November 2014 - May 2015
Kentucky Counting House October 2014 - May 2015
Superfood Bar August 2013 - May 2014
La Petite Grocery September 2011 - October 2013
Luke, Besh Restaurant Group November 2008 - August 2011
Sammy's Bar and Grill July 2006 - October 2008
Skills
Pastry, Menu Development, Baking, Cake Decorating, Banquets, Food Service, Chef, Cakes, Restaurant Management, Marketing, Fine Dining, Managing Events, Desserts, Serve Safe Certified, Menu Costing, New Restaurant Openings, Weddings, Parties, Project Management, Website Development, PowerPoint, Public Speaking, Bookkeeping, Payroll, Payroll Taxes, Payroll Processing, Account Reconciliation, Microsoft Excel, Peachtree, Sage, QuickBooks, Outlook, Catering, Customer Service
Education
University of New Orleans 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Delgado Community College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Delgado Community College 2009 — 2010
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
ursuline academy 1996 — 2000
High School Diploma
Reginald McFadden's AXA Advisors Experience May 2012 - November 2012
Job Business Management/Administration
Industry Management Consulting
Experience
Red Hat October 2014 - January 2015
Enterprise Rent-A-Car November 2012 - October 2014
AXA Advisors May 2012 - November 2012
East Carolina University July 2008 - May 2012
Skills
Customer Service, Sales, Microsoft Excel, Marketing, Customer Satisfaction, PowerPoint, Leadership, Sales Management, Teamwork, Team Building, Apple Software, Oracle E-Business Suite, Salesforce.com
Education
East Carolina University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Red Hat October 2014 - January 2015
Enterprise Rent-A-Car November 2012 - October 2014
AXA Advisors May 2012 - November 2012
East Carolina University July 2008 - May 2012
Skills
Customer Service, Sales, Microsoft Excel, Marketing, Customer Satisfaction, PowerPoint, Leadership, Sales Management, Teamwork, Team Building, Apple Software, Oracle E-Business Suite, Salesforce.com
Education
East Carolina University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Samuel B. Mann's AXA Advisors Experience November 2000 - September 2003
Job 20 Years Financial Services/Compliance Experience with S72463 Seeking Position
Industry Financial Services
Experience
Guardian Life Insurance Company of America August 2006 - October 2014
Network 1 Financial Securities September 2005 - August 2006
Bank of America (Fleet) Insurance Services September 2003 - May 2005
AXA Advisors November 2000 - September 2003
Summit Financial Services Group May 1998 - November 2002
MDS Securities/BankMark April 1994 - May 1998
Skills
Employee Training, Customer Service, Diplomacy, Process Improvement, Quality Auditing, Metrics, Writing, Management, Employee Benefits, Strategic Planning, Insurance, Quality Assurance, Analytics, Financial Services, Social Media
Education
Montclair State University 1993 — 1996
Master of Arts (M.A.), History
Elizabethtown College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and History
Guardian Life Insurance Company of America August 2006 - October 2014
Network 1 Financial Securities September 2005 - August 2006
Bank of America (Fleet) Insurance Services September 2003 - May 2005
AXA Advisors November 2000 - September 2003
Summit Financial Services Group May 1998 - November 2002
MDS Securities/BankMark April 1994 - May 1998
Skills
Employee Training, Customer Service, Diplomacy, Process Improvement, Quality Auditing, Metrics, Writing, Management, Employee Benefits, Strategic Planning, Insurance, Quality Assurance, Analytics, Financial Services, Social Media
Education
Montclair State University 1993 — 1996
Master of Arts (M.A.), History
Elizabethtown College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and History
Wendie Hernandez Wendie Hernandez's AXA Advisors Experience July 2000 - October 2007
Job Vice President, Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2007 - Present
AXA Advisors July 2000 - October 2007
Fortis Investments March 2000 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
DeVry University's Keller Graduate School of Management-California 2010 — 2015
Master of Business Administration (MBA)
DeVry University-California 1997 — 2000
Bachelor of Science in Business Administration (BSBA), Business Administration, Management and Operations
LPL Financial November 2007 - Present
AXA Advisors July 2000 - October 2007
Fortis Investments March 2000 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
DeVry University's Keller Graduate School of Management-California 2010 — 2015
Master of Business Administration (MBA)
DeVry University-California 1997 — 2000
Bachelor of Science in Business Administration (BSBA), Business Administration, Management and Operations
Travis Smyczynski Travis Smyczynski's AXA Advisors Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
PGA TOUR Superstore March 2015 - July 2015
Caddie Master August 2013 - March 2015
Bull Valley Golf Club May 2012 - August 2014
Backyard Design April 2014 - June 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Mac OS, Windows 7, Windows Vista, iPhone, MovieMaker, Spanish, Photoshop, Golf Club Repair, Golf, Ice Hockey, College Golf, Sales, Facebook, Sports, Hockey, Athletics, Customer Service
Education
Eastern Illinois University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barrington High School 2005 — 2009
AXA Advisors August 2015 - Present
PGA TOUR Superstore March 2015 - July 2015
Caddie Master August 2013 - March 2015
Bull Valley Golf Club May 2012 - August 2014
Backyard Design April 2014 - June 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Mac OS, Windows 7, Windows Vista, iPhone, MovieMaker, Spanish, Photoshop, Golf Club Repair, Golf, Ice Hockey, College Golf, Sales, Facebook, Sports, Hockey, Athletics, Customer Service
Education
Eastern Illinois University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barrington High School 2005 — 2009
Sarita Vishakanta Sarita Vishakanta's AXA Advisors Experience July 2014 - Present
Job Investment Product Manager AXA Advisors,LLC
Industry Insurance
Experience
AXA Advisors July 2014 - Present
MetLife May 2006 - June 2014
Merrill Lynch November 2001 - March 2003
Skills
Mutual Funds, Alternative Investments, Investments, Retirement, Financial Analysis, Series 7, Retirement Planning, Analysis, Due Diligence, Financial Advisory, Securities, Wealth Management, Insurance, Asset Allocation, IRAs, Series 63, Financial Services, Series 6, Portfolio Management, Fixed Annuities, Strategic Financial..., Life Insurance, Investment Advisory, 401k, Investment Strategies, Series 24, Financial Planning
Education
Drexel University - College of Business and Administration
Bachelor of Science, Economics
AXA Advisors July 2014 - Present
MetLife May 2006 - June 2014
Merrill Lynch November 2001 - March 2003
Skills
Mutual Funds, Alternative Investments, Investments, Retirement, Financial Analysis, Series 7, Retirement Planning, Analysis, Due Diligence, Financial Advisory, Securities, Wealth Management, Insurance, Asset Allocation, IRAs, Series 63, Financial Services, Series 6, Portfolio Management, Fixed Annuities, Strategic Financial..., Life Insurance, Investment Advisory, 401k, Investment Strategies, Series 24, Financial Planning
Education
Drexel University - College of Business and Administration
Bachelor of Science, Economics
Matt Hermestroff Matt Hermestroff's AXA Advisors Experience June 2008 - January 2010
Job Account Executive at Ultimate Screen Printing
Industry Printing
Experience
Ultimate Screen Printing May 2013 - Present
MetLife January 2012 - April 2013
MetLife April 2010 - January 2012
AXA Advisors June 2008 - January 2010
Skills
Screen Printing, Graphic Design, Promotional Solutions, Sales, Account Management, Customer Service, Marketing, Strategic Planning, New Business Development, Insurance, Marketing Strategy, Sales Management, Leadership, Social Media Marketing
Education
DePaul University 2001 — 2006
Bachelor of Science, Finance
mundelein high school 1997 — 2001
Ultimate Screen Printing May 2013 - Present
MetLife January 2012 - April 2013
MetLife April 2010 - January 2012
AXA Advisors June 2008 - January 2010
Skills
Screen Printing, Graphic Design, Promotional Solutions, Sales, Account Management, Customer Service, Marketing, Strategic Planning, New Business Development, Insurance, Marketing Strategy, Sales Management, Leadership, Social Media Marketing
Education
DePaul University 2001 — 2006
Bachelor of Science, Finance
mundelein high school 1997 — 2001
Andrea Loussedes Andrea Loussedes's AXA Advisors Experience June 2007 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
Education
Dutchess Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Retail Business Management
AXA Advisors June 2007 - Present
Education
Dutchess Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Retail Business Management
David W Weill III David W Weill III's AXA Advisors Experience 2011 - February 2012
Job District Leader at Primerica
Industry Financial Services
Experience
Primerica June 2013 - Present
AXA Advisors 2011 - February 2012
Campus Crusade for Christ May 2003 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Estate Planning, Long-term Care, Finance, Securities, Wealth, 401k, Strategic Planning, Microsoft Office, Disability Insurance, Small Business, Strategic Financial..., Public Speaking, Customer Service, Budget Process
Education
East Tennessee State University 1988 — 1995
Bachelor of Science (BS), Speech communications and Business management
Primerica June 2013 - Present
AXA Advisors 2011 - February 2012
Campus Crusade for Christ May 2003 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Estate Planning, Long-term Care, Finance, Securities, Wealth, 401k, Strategic Planning, Microsoft Office, Disability Insurance, Small Business, Strategic Financial..., Public Speaking, Customer Service, Budget Process
Education
East Tennessee State University 1988 — 1995
Bachelor of Science (BS), Speech communications and Business management
Blake Martin Blake Martin's AXA Advisors Experience November 2005 - November 2011
Job Owner/Financial Advisor at Blake Martin Financial
Industry Financial Services
Experience
Blake Martin Financial November 2011 - Present
AXA Advisors November 2005 - November 2011
Education
East Stroudsburg University of Pennsylvania 2000 — 2003
Bachelor of Science (B.S.), Business/Managerial Economics
Blake Martin Financial November 2011 - Present
AXA Advisors November 2005 - November 2011
Education
East Stroudsburg University of Pennsylvania 2000 — 2003
Bachelor of Science (B.S.), Business/Managerial Economics
David Reciniello's AXA Advisors Experience December 2014 - December 2014
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
AXA Advisors December 2014 - December 2014
Everest Reinsurance July 2014 - July 2014
Skills
Leadership, Marketing, Time Management, Data Entry, Analysis, Databases, Event Management, Problem Solving, Microsoft Excel, Microsoft Word, Cash Receipts, Collections
Education
East Stroudsburg University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Business Management with a dual concentration in finance and marketing (GPA 3.017)
Nutley High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
AXA Advisors December 2014 - December 2014
Everest Reinsurance July 2014 - July 2014
Skills
Leadership, Marketing, Time Management, Data Entry, Analysis, Databases, Event Management, Problem Solving, Microsoft Excel, Microsoft Word, Cash Receipts, Collections
Education
East Stroudsburg University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Business Management with a dual concentration in finance and marketing (GPA 3.017)
Nutley High School 2007 — 2011
Nicholas Balmer, CFP®'s AXA Advisors Experience February 2012 - March 2014
Job Financial Professional
Industry Financial Services
Experience
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Adam Cote Adam Cote's AXA Advisors Experience April 2002 - August 2004
Job Supervisor BMP Tahoe Basile Management Practice
Industry Environmental Services
Experience
BMP Tahoe- Basile Management Practice May 2010 - Present
Northstar-at-Tahoe November 2009 - Present
AXA Advisors April 2002 - August 2004
Skills
Event Planning, Public Speaking, Social Media, Business Development, Social Media Marketing, Public Relations, Event Management, Social Networking
Education
Duke University 1995 — 1999
B.A.HISTORY, RUSSIAN HISTORY, HISTORY OF THE CARIBBEAN
BMP Tahoe- Basile Management Practice May 2010 - Present
Northstar-at-Tahoe November 2009 - Present
AXA Advisors April 2002 - August 2004
Skills
Event Planning, Public Speaking, Social Media, Business Development, Social Media Marketing, Public Relations, Event Management, Social Networking
Education
Duke University 1995 — 1999
B.A.HISTORY, RUSSIAN HISTORY, HISTORY OF THE CARIBBEAN
Michael Sikorski Michael Sikorski's AXA Advisors Experience November 2012 - January 2013
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
AXA Advisors November 2012 - January 2013
Acorn Financial Services April 2011 - August 2012
John Hancock Financial Network, Acorn Financial April 2011 - August 2012
Dow Jones Indexes April 2006 - March 2010
Dow Jones and Company, Inc April 2006 - March 2010
Bloomberg LP August 2005 - April 2006
Bloomberg LP August 2005 - April 2006
Bristol Myers Squibb Co May 2005 - August 2005
Education
DeVry University
Associate of Applied Science, Computer Information Systems
DeVry University 2003 — 2009
Associates of Applied Science, Computer Information Systems - Securities
Rider University 2006 — 2007
Finance
Rider University
Bachelor of Science, Business Administration, Finance
Wells Fargo March 2013 - Present
AXA Advisors November 2012 - January 2013
Acorn Financial Services April 2011 - August 2012
John Hancock Financial Network, Acorn Financial April 2011 - August 2012
Dow Jones Indexes April 2006 - March 2010
Dow Jones and Company, Inc April 2006 - March 2010
Bloomberg LP August 2005 - April 2006
Bloomberg LP August 2005 - April 2006
Bristol Myers Squibb Co May 2005 - August 2005
Education
DeVry University
Associate of Applied Science, Computer Information Systems
DeVry University 2003 — 2009
Associates of Applied Science, Computer Information Systems - Securities
Rider University 2006 — 2007
Finance
Rider University
Bachelor of Science, Business Administration, Finance
Francine Maxwell Francine Maxwell's AXA Advisors Experience February 2008 - May 2008
Job Private Client Associate
Industry Financial Services
Experience
AB July 2014 - Present
AB March 2013 - July 2014
Northwestern University April 2011 - March 2013
GTCR Golder Rauner December 2009 - April 2011
The Garrison Institute September 2008 - October 2009
AXA Advisors February 2008 - May 2008
M.A. Shaw Center for Public & Community Service February 2006 - April 2008
Skills
Research, Nonprofits, Data Analysis, Public Speaking, Microsoft Excel, Event Planning, PowerPoint, Project Management, Higher Education, Analysis
Education
DePaul University 2013 — 2015
Master of Science (M.S.), Computational Finance
Syracuse University 2004 — 2008
B.A., Political Science, International Relations
Université de Syracuse 2007 — 2007
International Relations
Lincoln Park High School 2000 — 2004
AB July 2014 - Present
AB March 2013 - July 2014
Northwestern University April 2011 - March 2013
GTCR Golder Rauner December 2009 - April 2011
The Garrison Institute September 2008 - October 2009
AXA Advisors February 2008 - May 2008
M.A. Shaw Center for Public & Community Service February 2006 - April 2008
Skills
Research, Nonprofits, Data Analysis, Public Speaking, Microsoft Excel, Event Planning, PowerPoint, Project Management, Higher Education, Analysis
Education
DePaul University 2013 — 2015
Master of Science (M.S.), Computational Finance
Syracuse University 2004 — 2008
B.A., Political Science, International Relations
Université de Syracuse 2007 — 2007
International Relations
Lincoln Park High School 2000 — 2004
Jud Sokol Jud Sokol's AXA Advisors Experience July 2010 - August 2014
Job Vice President at The Warner Companies
Industry Financial Services
Experience
The Warner Companies August 2014 - Present
AXA Advisors July 2010 - August 2014
Garrison Finacial, LLC March 2002 - July 2010
Foreward Links January 2000 - March 2002
Dunlop/Maxfli March 1998 - November 1999
Softspikes Inc. April 1992 - March 1998
Skills
Investments, Financial Analysis, Securities, Estate Planning, New Business Development, Sales, Employee Benefits, Business Planning, Due Diligence, Sales Management, Valuation, Account Management, Strategic Planning, Marketing, Finance, Estate Law
Education
Denison University 1983 — 1987
BA, Economics
The Warner Companies August 2014 - Present
AXA Advisors July 2010 - August 2014
Garrison Finacial, LLC March 2002 - July 2010
Foreward Links January 2000 - March 2002
Dunlop/Maxfli March 1998 - November 1999
Softspikes Inc. April 1992 - March 1998
Skills
Investments, Financial Analysis, Securities, Estate Planning, New Business Development, Sales, Employee Benefits, Business Planning, Due Diligence, Sales Management, Valuation, Account Management, Strategic Planning, Marketing, Finance, Estate Law
Education
Denison University 1983 — 1987
BA, Economics
Pier Bynum's AXA Advisors Experience
Job Kindergarten Teacher WCPSS
Industry Financial Services
Experience
AXA Advisors
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Series 63, Life Insurance
Education
East Carolina University 2008 — 2012
Bachelor's degree, Elementary Education and Teaching
AXA Advisors
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Series 63, Life Insurance
Education
East Carolina University 2008 — 2012
Bachelor's degree, Elementary Education and Teaching
Pierre E. Pajak, CLU, ChFC CFP® Pierre E. Pajak, CLU, ChFC CFP®'s AXA Advisors Experience January 2012 - Present
Job Managing Partner of The Business Strategies Group of Illinois | Vice President, American Division, AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
AXA Advisors, LLC July 2000 - Present
AXA Advisors October 1993 - Present
Skills
Retirement Planning, Wealth Planning, Estate Planning, Executive Compensation..., Executive Benefits, Investment Advisory, Business Valuation, Life Insurance, Business Life Insurance, Buy-Sell Agreement
Education
The American College
Professional Designations - CLU, ChFC & CFP
DePaul University 1989 — 1993
B.S., Finance
AXA Advisors January 2012 - Present
AXA Advisors, LLC July 2000 - Present
AXA Advisors October 1993 - Present
Skills
Retirement Planning, Wealth Planning, Estate Planning, Executive Compensation..., Executive Benefits, Investment Advisory, Business Valuation, Life Insurance, Business Life Insurance, Buy-Sell Agreement
Education
The American College
Professional Designations - CLU, ChFC & CFP
DePaul University 1989 — 1993
B.S., Finance
Kevin Bantz Kevin Bantz's AXA Advisors Experience 2008 - 2009
Job at Dance Factory Radio
Industry Financial Services
Experience
Dance Factory Radio 2008 - Present
Vesta Realty Group 2004 - Present
AXA Advisors 2008 - 2009
American Security Mortgage 2001 - 2007
Susquehanna International Group 1999 - 2002
Education
DePaul University 2001 — 2010
BA, Finance, Computer Science
Dance Factory Radio 2008 - Present
Vesta Realty Group 2004 - Present
AXA Advisors 2008 - 2009
American Security Mortgage 2001 - 2007
Susquehanna International Group 1999 - 2002
Education
DePaul University 2001 — 2010
BA, Finance, Computer Science
Benjamin Feiner, CFP®'s AXA Advisors Experience September 2005 - July 2011
Job CERTIFIED FINANCIAL PLANNER™ Professional / Financial Advisor at Capital Management Group of NY
Industry Financial Services
Experience
Capital Management Group of NY July 2011 - Present
AXA Advisors September 2005 - July 2011
Ernst & Young LLP April 2001 - August 2005
Skills
Asset Managment, Alternative Investments, Investments
Education
Drexel University 1990 — 1994
BS, Chemical Engineering
Capital Management Group of NY July 2011 - Present
AXA Advisors September 2005 - July 2011
Ernst & Young LLP April 2001 - August 2005
Skills
Asset Managment, Alternative Investments, Investments
Education
Drexel University 1990 — 1994
BS, Chemical Engineering
Dori (Etra) Clarke's AXA Advisors Experience January 2015 - Present
Job Recruiter
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Empire City Casino at Yonkers Raceway July 2012 - January 2015
BOWLMOR LANES September 2010 - July 2012
Center for Employment Opportunities December 2006 - September 2010
Aerotek December 2005 - September 2006
Skills
Applicant Tracking..., Employee Relations, Human Resources, Onboarding, Recruiting, Resume Writing, Employee Training, Career Counseling, New Hire Orientations, College Recruiting, HRIS, Interviews, Temporary Placement, Hiring, Event Planning
Education
Eastern Connecticut State University 1999 — 2003
AXA Advisors January 2015 - Present
Empire City Casino at Yonkers Raceway July 2012 - January 2015
BOWLMOR LANES September 2010 - July 2012
Center for Employment Opportunities December 2006 - September 2010
Aerotek December 2005 - September 2006
Skills
Applicant Tracking..., Employee Relations, Human Resources, Onboarding, Recruiting, Resume Writing, Employee Training, Career Counseling, New Hire Orientations, College Recruiting, HRIS, Interviews, Temporary Placement, Hiring, Event Planning
Education
Eastern Connecticut State University 1999 — 2003
Mohan Yadav's AXA Advisors Experience 2006 - 2008
Job Private Client Banker JPMORGAN CHASE
Industry Banking
Experience
JPMorgan Chase November 2008 - Present
GOPIO-CT January 2012 - January 2014
AXA Advisors 2006 - 2008
Kalari Emporium 2005 - 2006
American Express Financial Advisors 2004 - 2005
Education
Dowling College
MBA, Finance and Banking
Nizam College
Accounting
JPMorgan Chase November 2008 - Present
GOPIO-CT January 2012 - January 2014
AXA Advisors 2006 - 2008
Kalari Emporium 2005 - 2006
American Express Financial Advisors 2004 - 2005
Education
Dowling College
MBA, Finance and Banking
Nizam College
Accounting
Gerald VanHorn, MBA, PMP, CLU's AXA Advisors Experience 1998 - 1999
Job Director, Program Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life March 2010 - January 2013
Southern New England Chapter of PMI January 2010 - December 2010
FUTURITY FIRST Insurance Group January 2010 - February 2010
Hartford Life October 2007 - August 2009
Sun Life Financial March 2005 - October 2007
Sun Life Financial 2004 - 2005
Lincoln Life 1999 - 2001
AXA Advisors 1998 - 1999
Skills
Product Development, Insurance, Process Improvement, Program Management, Project Planning, Problem Solving, Project Management, Employee Benefits, Business Analysis, Business Process..., New Business Development, Fixed Annuities, Team Leadership, Leadership, Training, Cross-functional Team..., Management, Strategic Planning, Risk Management
Education
Eastern Connecticut State University 2009 — 2010
Six Sigma Black Belt Program
CT Insurance & Financial Services (IFS) 2009 — 2009
Business Analyst Certificate
University of Phoenix 2001 — 2003
M.B.A., Business Administration
State University of New York College at Cortland 1994 — 1998
BS, Economics and Management Science
Prudential Financial May 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life March 2010 - January 2013
Southern New England Chapter of PMI January 2010 - December 2010
FUTURITY FIRST Insurance Group January 2010 - February 2010
Hartford Life October 2007 - August 2009
Sun Life Financial March 2005 - October 2007
Sun Life Financial 2004 - 2005
Lincoln Life 1999 - 2001
AXA Advisors 1998 - 1999
Skills
Product Development, Insurance, Process Improvement, Program Management, Project Planning, Problem Solving, Project Management, Employee Benefits, Business Analysis, Business Process..., New Business Development, Fixed Annuities, Team Leadership, Leadership, Training, Cross-functional Team..., Management, Strategic Planning, Risk Management
Education
Eastern Connecticut State University 2009 — 2010
Six Sigma Black Belt Program
CT Insurance & Financial Services (IFS) 2009 — 2009
Business Analyst Certificate
University of Phoenix 2001 — 2003
M.B.A., Business Administration
State University of New York College at Cortland 1994 — 1998
BS, Economics and Management Science
James C. Woodley, Ed.S., MFT, MDiv.'s AXA Advisors Experience January 2004 - 2006
Job Senior Pastor at Gill Creek Baptist Church
Industry Individual & Family Services
Experience
Gill Creek Baptist Church February 2015 - Present
Moving on Life Center, Inc. December 2011 - Present
Family Services Bureau of Newark NJ March 2013 - February 2015
Friendship Baptist Church of Paterson NJ August 2006 - January 2015
Family Services Bureau June 2011 - February 2013
Passaic County Community College September 2011 - May 2012
Family Services Bureau of Newark NJ February 2009 - May 2011
AXA Equitable September 2006 - December 2008
York College April 2007 - April 2008
AXA Advisors January 2004 - 2006
Skills
Public Speaking, Leadership Development, Research, Executive Management, Program Development, Organizational..., Non-profits, Anger Management, Psychotherapy, Parenting Skills..., Couples Counseling, Individual Counselling, Conflict Resolution, Leadership, Community Outreach, Teaching, Recruiting, Training, Staff Development, Customer Service, Family Therapy, Succession Planning, Program Management, Coaching, Volunteer Management, Workshop Facilitation, Fundraising, Career Counseling, Management, Case Management, Case Managment, Grant Writing, Higher Education, Budgets, Talent Management, Crisis Intervention, Career Development, Event Planning, Youth Development, Adult Education, Policy, Social Services, Grants, Program Evaluation, Psychology, Diversity Training, Adolescents, Resume Writing, Curriculum Development, Interviews
Education
Ashland Theological Seminary, Ashland OH 2013 — 2016
Doctoral student in Formational Counseling (DMIN), Clinical Pastoral Counseling/Patient Counseling
Seton Hall University 2009 — 2011
Ed.S. (Educational Specialist) Masters, Marriage and Family Therapy - Psychology
Drew University 2000 — 2004
Master of Divinity (M.Div), Religion
The College of New Rochelle
BA, Liberal Arts - pyschology & religion
Gill Creek Baptist Church February 2015 - Present
Moving on Life Center, Inc. December 2011 - Present
Family Services Bureau of Newark NJ March 2013 - February 2015
Friendship Baptist Church of Paterson NJ August 2006 - January 2015
Family Services Bureau June 2011 - February 2013
Passaic County Community College September 2011 - May 2012
Family Services Bureau of Newark NJ February 2009 - May 2011
AXA Equitable September 2006 - December 2008
York College April 2007 - April 2008
AXA Advisors January 2004 - 2006
Skills
Public Speaking, Leadership Development, Research, Executive Management, Program Development, Organizational..., Non-profits, Anger Management, Psychotherapy, Parenting Skills..., Couples Counseling, Individual Counselling, Conflict Resolution, Leadership, Community Outreach, Teaching, Recruiting, Training, Staff Development, Customer Service, Family Therapy, Succession Planning, Program Management, Coaching, Volunteer Management, Workshop Facilitation, Fundraising, Career Counseling, Management, Case Management, Case Managment, Grant Writing, Higher Education, Budgets, Talent Management, Crisis Intervention, Career Development, Event Planning, Youth Development, Adult Education, Policy, Social Services, Grants, Program Evaluation, Psychology, Diversity Training, Adolescents, Resume Writing, Curriculum Development, Interviews
Education
Ashland Theological Seminary, Ashland OH 2013 — 2016
Doctoral student in Formational Counseling (DMIN), Clinical Pastoral Counseling/Patient Counseling
Seton Hall University 2009 — 2011
Ed.S. (Educational Specialist) Masters, Marriage and Family Therapy - Psychology
Drew University 2000 — 2004
Master of Divinity (M.Div), Religion
The College of New Rochelle
BA, Liberal Arts - pyschology & religion
Jerime Mordew's AXA Advisors Experience January 2012 - Present
Job Vice President, Central Region of AXA Advisors, District Manager
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
Skills
Financial Needs Analysis, Business Succession..., Executive Benefits
Education
DePaul University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
Walsh Jesuit High School 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
AXA Advisors January 2012 - Present
Skills
Financial Needs Analysis, Business Succession..., Executive Benefits
Education
DePaul University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
Walsh Jesuit High School 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
Jeanine (Listermann) Lintz's AXA Advisors Experience July 2007 - June 2008
Job Customer Service and Financial Professional
Industry Financial Services
Experience
Convergys May 2010 - May 2015
U.S. Bank August 2008 - November 2009
AXA Advisors July 2007 - June 2008
Total Quality Logistics October 2005 - April 2007
FTJ FundChoice March 1997 - October 2005
Skills
Customer Service, Retirement Planning, Team Leadership, Finance, Mutual Funds, Inside Sales, Series 7, Series 66, Wealth Management, Securities, Consulting, Portfolio Management, Financial Advisory, Retirement, Logistics, Supply Chain, Life Insurance, Health Insurance, Variable Annuities, Asset Management, Investment Strategies, Asset Allocation, Investments, Financial Services
Education
University of Phoenix 2004 — 2008
Finance
DePauw University 1994 — 1996
Music Performance
Convergys May 2010 - May 2015
U.S. Bank August 2008 - November 2009
AXA Advisors July 2007 - June 2008
Total Quality Logistics October 2005 - April 2007
FTJ FundChoice March 1997 - October 2005
Skills
Customer Service, Retirement Planning, Team Leadership, Finance, Mutual Funds, Inside Sales, Series 7, Series 66, Wealth Management, Securities, Consulting, Portfolio Management, Financial Advisory, Retirement, Logistics, Supply Chain, Life Insurance, Health Insurance, Variable Annuities, Asset Management, Investment Strategies, Asset Allocation, Investments, Financial Services
Education
University of Phoenix 2004 — 2008
Finance
DePauw University 1994 — 1996
Music Performance
Martin L. Cunningham's AXA Advisors Experience 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Mutual of Omaha 2014 - 2015
MATCOR, Inc. 2013 - 2014
Valeant Pharmaceuticals 2012 - 2013
Boiron 2011 - 2012
Bimbo Bakeries USA 2007 - 2011
George Weston Bakeries 2006 - 2007
Cardinal Health 2001 - 2006
Morgan Stanley 1999 - 2001
Skills
Financial Analysis, Management, Forecasting, Strategy, Accounting, Financial Reporting, Finance, Process Improvement, Budgets, Corporate Finance, Auditing, Variance Analysis, Strategic Planning, Mergers & Acquisitions, Hyperion Enterprise, PeopleSoft
Education
Villanova University 2007 — 2009
MBA, Business Administration
DePaul University 1997 — 2001
Bachelor of Science, Finance and Accounting
AXA Advisors 2015 - Present
Mutual of Omaha 2014 - 2015
MATCOR, Inc. 2013 - 2014
Valeant Pharmaceuticals 2012 - 2013
Boiron 2011 - 2012
Bimbo Bakeries USA 2007 - 2011
George Weston Bakeries 2006 - 2007
Cardinal Health 2001 - 2006
Morgan Stanley 1999 - 2001
Skills
Financial Analysis, Management, Forecasting, Strategy, Accounting, Financial Reporting, Finance, Process Improvement, Budgets, Corporate Finance, Auditing, Variance Analysis, Strategic Planning, Mergers & Acquisitions, Hyperion Enterprise, PeopleSoft
Education
Villanova University 2007 — 2009
MBA, Business Administration
DePaul University 1997 — 2001
Bachelor of Science, Finance and Accounting
Benjamin Ezrine's AXA Advisors Experience October 2008 - May 2012
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2012 - Present
VALIC July 2012 - November 2012
AXA Advisors October 2008 - May 2012
Daniels College of Business 2006 - 2008
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Elon University 2002 — 2006
BA, Corporate Communications
E*TRADE Financial November 2012 - Present
VALIC July 2012 - November 2012
AXA Advisors October 2008 - May 2012
Daniels College of Business 2006 - 2008
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Elon University 2002 — 2006
BA, Corporate Communications
Felix Ramirez's AXA Advisors Experience May 2007 - August 2007
Job Senior Associate of the CFO at Harlem Children's Zone
Industry Financial Services
Experience
Harlem Children's Zone 2015 - Present
Goldman Sachs January 2013 - November 2014
Goldman Sachs June 2010 - December 2012
The Roberts Group August 2009 - May 2010
Columbia University in the City of New York January 2009 - June 2009
Sullivan & Cromwell LLP June 2007 - August 2007
AXA Advisors May 2007 - August 2007
Pearson Education May 2006 - August 2006
Skills
Editing, Research, CRM, Finance, Data Analysis, Marketing, Microsoft Excel, Accounting, PowerPoint, Financial Analysis, Public Speaking, Analysis, Leadership, Management, Social Media, Microsoft Office
Education
Hamilton College 2003 — 2008
Bachelors, Communication
Deerfield Academy 1999 — 2003
High School
Harlem Children's Zone 2015 - Present
Goldman Sachs January 2013 - November 2014
Goldman Sachs June 2010 - December 2012
The Roberts Group August 2009 - May 2010
Columbia University in the City of New York January 2009 - June 2009
Sullivan & Cromwell LLP June 2007 - August 2007
AXA Advisors May 2007 - August 2007
Pearson Education May 2006 - August 2006
Skills
Editing, Research, CRM, Finance, Data Analysis, Marketing, Microsoft Excel, Accounting, PowerPoint, Financial Analysis, Public Speaking, Analysis, Leadership, Management, Social Media, Microsoft Office
Education
Hamilton College 2003 — 2008
Bachelors, Communication
Deerfield Academy 1999 — 2003
High School
Rasi Boaz's AXA Advisors Experience January 1985 - Present
Job financial consultant at axa advisors
Industry Insurance
Experience
axa advisors January 1985 - Present
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance..., Business Succession..., College Education..., Financial Needs Analysis
Education
Eastern Michigan University
Jackson Community College
Loyola College
Rani meyyammai high school
axa advisors January 1985 - Present
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance..., Business Succession..., College Education..., Financial Needs Analysis
Education
Eastern Michigan University
Jackson Community College
Loyola College
Rani meyyammai high school
Laura Hingle's AXA Advisors Experience October 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Insurance
Experience
AXA Advisors October 2013 - Present
Black Diamond Solutions, LLC August 2006 - Present
Wachovia, A Wells Fargo Company January 2001 - July 2006
Tribus Companies June 1990 - December 2000
Skills
Employee Benefits, Benefits Administration, Disability Insurance, Financial Services, Customer Service, Customer Retention, Business Strategy, Healthcare Compliance, Disability Protection, Health Care and..., Business Strategic..., ACA and ERISA Compliance, Cobra, FSA, HSA and HRA..., Retirement Planning
Education
Dickinson College
BA, Political Science
International Foundation of Benefits and Wharton School of Business
CEBS
Syracuse University
MBA, Operations Management, International Business
AXA Advisors October 2013 - Present
Black Diamond Solutions, LLC August 2006 - Present
Wachovia, A Wells Fargo Company January 2001 - July 2006
Tribus Companies June 1990 - December 2000
Skills
Employee Benefits, Benefits Administration, Disability Insurance, Financial Services, Customer Service, Customer Retention, Business Strategy, Healthcare Compliance, Disability Protection, Health Care and..., Business Strategic..., ACA and ERISA Compliance, Cobra, FSA, HSA and HRA..., Retirement Planning
Education
Dickinson College
BA, Political Science
International Foundation of Benefits and Wharton School of Business
CEBS
Syracuse University
MBA, Operations Management, International Business
Wayne Pfeiffer's AXA Advisors Experience 1997 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
Dayton & Sydney Wealth Strategies Group 2002 - Present
AXA Advisors 1997 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Portfolio Management, Investment Strategies, Life Insurance Programs, Pension Programs, Portfolio Management..., Asset Allocation..., Financial Strategies, Employee Benefits Field..., Group Health Insurance..., Company Retirement..., Group Disability..., Business Succession...
Education
Dowling College
Bachelor's Degree, Political Science
Newfield High School
High School
Dayton & Sydney Wealth Strategies Group 2002 - Present
AXA Advisors 1997 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Portfolio Management, Investment Strategies, Life Insurance Programs, Pension Programs, Portfolio Management..., Asset Allocation..., Financial Strategies, Employee Benefits Field..., Group Health Insurance..., Company Retirement..., Group Disability..., Business Succession...
Education
Dowling College
Bachelor's Degree, Political Science
Newfield High School
High School
Harish Chugh's AXA Advisors Experience December 1980 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 1980 - Present
AXA Advisors February 1984 - February 2008
Education
Delhi University 1973 — 1975
Masters, Business Economics
Delhi University 1970 — 1973
Bachelor's, Economics
Delhi University
Post-Grad, International Trade
University of Pennsylvania - The Wharton School
Education Program
AXA Advisors December 1980 - Present
AXA Advisors February 1984 - February 2008
Education
Delhi University 1973 — 1975
Masters, Business Economics
Delhi University 1970 — 1973
Bachelor's, Economics
Delhi University
Post-Grad, International Trade
University of Pennsylvania - The Wharton School
Education Program
Otis Leach's AXA Advisors Experience Registered RepresentativeAXA AdvisorsMarch 2007 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Registered RepresentativeAXA AdvisorsMarch 2007 - Present
EDS, an HP Company March 1996 - October 2001
Xerox March 1991 - March 1996
Education
Eastern Kentucky University 1978 — 1981
BS, Computer Science
AXA Advisors Registered RepresentativeAXA AdvisorsMarch 2007 - Present
EDS, an HP Company March 1996 - October 2001
Xerox March 1991 - March 1996
Education
Eastern Kentucky University 1978 — 1981
BS, Computer Science
Tony Miezio's AXA Advisors Experience August 1989 - June 2003
Job Vice President Employee Benefits at USI Midwest
Industry Insurance
Experience
USI Midwest July 2003 - Present
AXA Advisors August 1989 - June 2003
Education
DePaul University 1986 — 1989
B S, Business Administration
Elmhurst College 1984 — 1986
Fenwick High School 1980 — 1984
USI Midwest July 2003 - Present
AXA Advisors August 1989 - June 2003
Education
DePaul University 1986 — 1989
B S, Business Administration
Elmhurst College 1984 — 1986
Fenwick High School 1980 — 1984
Norman Russell's AXA Advisors Experience June 2003 - July 2004
Job Managing Member at Russell Equity Advisors LLC
Industry Financial Services
Experience
Russell Equity Advisors, LLC January 2008 - Present
H&R Block November 2012 - April 2015
Mass Mutual Life Insurance July 2004 - December 2007
Axa Advisors June 2003 - July 2004
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Managment, Insurance, Portfolio Management, Financial Analysis, Tax, Mutual Funds, Series 7, Fixed Annuities, Securities, Asset Allocation, Strategic Financial..., Financial Services, Real Estate, Wealth, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Eastern Kentucky University 1976 — 1977
BBA, Business Administration and Management, General
Palm Beach Community College 1974 — 1976
Associate of Arts (A.A.), Business Administration and Management, General
Russell Equity Advisors, LLC January 2008 - Present
H&R Block November 2012 - April 2015
Mass Mutual Life Insurance July 2004 - December 2007
Axa Advisors June 2003 - July 2004
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Managment, Insurance, Portfolio Management, Financial Analysis, Tax, Mutual Funds, Series 7, Fixed Annuities, Securities, Asset Allocation, Strategic Financial..., Financial Services, Real Estate, Wealth, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Eastern Kentucky University 1976 — 1977
BBA, Business Administration and Management, General
Palm Beach Community College 1974 — 1976
Associate of Arts (A.A.), Business Administration and Management, General
Janet Heil's AXA Advisors Experience December 2008 - June 2012
Job Implementation Specialist at Chard Snyder
Industry Insurance
Experience
Chard Snyder May 2014 - Present
Wellpoint Anthem July 2013 - April 2014
Adecco Group June 2012 - March 2013
AXA Advisors December 2008 - June 2012
Professional Business Services August 2007 - October 2008
Miami Valley Christian Academy August 2004 - June 2007
Atkins & Pearce, Inc April 1992 - July 1998
AMSPEC Chemical 1983 - 1992
Skills
Customer Oriented, Customer Retention, Inventory Control, Sales Forecasting, Analytical Skills, Relational Sales, Multi Tasking, Cross-functional..., Payroll Services, Account Management, Forecasting, Sales, Customer Experience, Communication, Time Management, Finance, Customer Service, Training, Leadership
Education
Indiana University Bloomington 1976 — 1981
Bachelor of Arts (B.A.), Chemistry
Drexel University
Master of Business Administration (M.B.A.), Marketing
Chard Snyder May 2014 - Present
Wellpoint Anthem July 2013 - April 2014
Adecco Group June 2012 - March 2013
AXA Advisors December 2008 - June 2012
Professional Business Services August 2007 - October 2008
Miami Valley Christian Academy August 2004 - June 2007
Atkins & Pearce, Inc April 1992 - July 1998
AMSPEC Chemical 1983 - 1992
Skills
Customer Oriented, Customer Retention, Inventory Control, Sales Forecasting, Analytical Skills, Relational Sales, Multi Tasking, Cross-functional..., Payroll Services, Account Management, Forecasting, Sales, Customer Experience, Communication, Time Management, Finance, Customer Service, Training, Leadership
Education
Indiana University Bloomington 1976 — 1981
Bachelor of Arts (B.A.), Chemistry
Drexel University
Master of Business Administration (M.B.A.), Marketing
Carmine DeSan's AXA Advisors Experience May 2015 - Present
Job Senior Branch Controls Specialst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
MetLife April 2014 - April 2015
MetLife 2012 - March 2014
Pershing 2006 - 2012
Skills
Series 7, Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Finance, Process Improvement, Financial Risk, Financial Reporting, Series 24, Series 63
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors May 2015 - Present
MetLife April 2014 - April 2015
MetLife 2012 - March 2014
Pershing 2006 - 2012
Skills
Series 7, Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Finance, Process Improvement, Financial Risk, Financial Reporting, Series 24, Series 63
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Ann Gallucci's AXA Advisors Experience January 2005 - March 2007
Job Vice President at Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs & Co. March 2007 - Present
AXA Advisors January 2005 - March 2007
Skills
Financial Modeling, Series 7, Fixed Income, Investments, Equities
Education
Dominican University 1979 — 1983
Bachelor of Science (B.S.), Business/Economics
Goldman Sachs & Co. March 2007 - Present
AXA Advisors January 2005 - March 2007
Skills
Financial Modeling, Series 7, Fixed Income, Investments, Equities
Education
Dominican University 1979 — 1983
Bachelor of Science (B.S.), Business/Economics
Jason Howard's AXA Advisors Experience January 2000 - October 2007
Job Wealth Insurance Strategist BB&T Life Insurance Services
Industry Financial Services
Experience
BB&T Life Insurance Services October 2007 - Present
AXA Advisors January 2000 - October 2007
Cincinnati Reds Organization 1999 - 2000
Skills
Series 7, Wealth Management, Strategic Financial..., Wealth Management..., Life Insurance, High Net Worth..., Estate Planning, Wealth
Education
East Carolina University - College of Business 1995 — 1999
Bachelor of Science (BS), Finance, General
North Carolina State University 1994 — 1995
BB&T Life Insurance Services October 2007 - Present
AXA Advisors January 2000 - October 2007
Cincinnati Reds Organization 1999 - 2000
Skills
Series 7, Wealth Management, Strategic Financial..., Wealth Management..., Life Insurance, High Net Worth..., Estate Planning, Wealth
Education
East Carolina University - College of Business 1995 — 1999
Bachelor of Science (BS), Finance, General
North Carolina State University 1994 — 1995
Devin Reimer's AXA Advisors Experience October 2010 - March 2013
Job CoFounder of Focus 50 Capital Management
Industry Financial Services
Experience
Focus 50 Capital Management October 2011 - Present
AXA Advisors October 2010 - March 2013
ING July 1992 - July 2010
Skills
Business Development, Insurance, Risk Management, Fixed Annuities, Life Insurance, Finance, Investments, Management, Networking, Variable Annuities, Retirement, Securities, Sales Management, Financial Advisory, Mutual Funds, Retirement Planning, Financial Services
Education
Drake University 1982 — 1986
BSBA, Actuarial Science
Focus 50 Capital Management October 2011 - Present
AXA Advisors October 2010 - March 2013
ING July 1992 - July 2010
Skills
Business Development, Insurance, Risk Management, Fixed Annuities, Life Insurance, Finance, Investments, Management, Networking, Variable Annuities, Retirement, Securities, Sales Management, Financial Advisory, Mutual Funds, Retirement Planning, Financial Services
Education
Drake University 1982 — 1986
BSBA, Actuarial Science
Curtis Musser's AXA Advisors Experience January 2008 - October 2012
Job Executive Advisor at Ambassador Advisors LLC
Industry Financial Services
Experience
Ambassador Advisors LLC October 2012 - Present
AXA Advisors January 2008 - October 2012
Cross Connection Youth Center March 1999 - March 2008
Skills
Insurance
Education
Eastern University 2006 — 2008
Masters, Business Administration
Eastern Mennonite University 1995 — 1997
BS, Sociology
Hesston College 1993 — 1995
Associates
Ambassador Advisors LLC October 2012 - Present
AXA Advisors January 2008 - October 2012
Cross Connection Youth Center March 1999 - March 2008
Skills
Insurance
Education
Eastern University 2006 — 2008
Masters, Business Administration
Eastern Mennonite University 1995 — 1997
BS, Sociology
Hesston College 1993 — 1995
Associates
Kehinde Okubadejo RFC's AXA Advisors Experience May 2005 - December 2009
Job Valley Creek Financial Services,Inc
Industry Financial Services
Experience
Valley Creek Financial Services,Inc January 2000 - Present
AXA Advisors May 2005 - December 2009
Lehman Brothers January 1987 - April 1992
Skills
Strategy, Finance, Management Consulting, Management, Equities, Strategic Planning, Capital Markets, Investment Banking, Private Equity, Leadership
Education
DePaul University 2015 — 2016
Master of Science (MS), Post-Master's certificate in Governance, Risk Management, and Compliance
San Francisco State University
San Francisco State University, College of Business
Bachelor of Science (BS)
University of St. Francis
University of St. Francis
Master of Science (MS)/MBA
Valley Creek Financial Services,Inc January 2000 - Present
AXA Advisors May 2005 - December 2009
Lehman Brothers January 1987 - April 1992
Skills
Strategy, Finance, Management Consulting, Management, Equities, Strategic Planning, Capital Markets, Investment Banking, Private Equity, Leadership
Education
DePaul University 2015 — 2016
Master of Science (MS), Post-Master's certificate in Governance, Risk Management, and Compliance
San Francisco State University
San Francisco State University, College of Business
Bachelor of Science (BS)
University of St. Francis
University of St. Francis
Master of Science (MS)/MBA
Doug Chilton, CPCU, ARe's AXA Advisors Experience 2008 - 2011
Job Consultant at Doug Chilton Consulting
Industry Management Consulting
Experience
Doug Chilton Consulting November 2013 - Present
Paper Free Technology October 2013 - January 2015
Clear Channel Media + Entertainment January 2013 - October 2013
American Marketing & Publishing, LLC September 2012 - January 2013
Best Buy November 2009 - August 2012
AXA Advisors 2008 - 2011
Principal Financial Group April 2004 - June 2008
EMC Insurance Companies April 1989 - April 2004
Skills
Insurance, Strategy, Risk Management, Management, Financial Analysis, Accounting, Sales, Leadership, Process Improvement, Reinsurance, Strategic Planning, Analysis, Marketing, Finance, Public Speaking, Direct Sales, Integrated Marketing, Brand Management, Digital Media, New Business Development, Marketing Strategy, Social Media Marketing, Enterprise Content..., Corporate Risk, Laserfiche, General Insurance, Financial Risk
Education
Drake University 1984 — 1988
BS, Accounting and Corporate Finance
Doug Chilton Consulting November 2013 - Present
Paper Free Technology October 2013 - January 2015
Clear Channel Media + Entertainment January 2013 - October 2013
American Marketing & Publishing, LLC September 2012 - January 2013
Best Buy November 2009 - August 2012
AXA Advisors 2008 - 2011
Principal Financial Group April 2004 - June 2008
EMC Insurance Companies April 1989 - April 2004
Skills
Insurance, Strategy, Risk Management, Management, Financial Analysis, Accounting, Sales, Leadership, Process Improvement, Reinsurance, Strategic Planning, Analysis, Marketing, Finance, Public Speaking, Direct Sales, Integrated Marketing, Brand Management, Digital Media, New Business Development, Marketing Strategy, Social Media Marketing, Enterprise Content..., Corporate Risk, Laserfiche, General Insurance, Financial Risk
Education
Drake University 1984 — 1988
BS, Accounting and Corporate Finance
Vlad Gotkis's AXA Advisors Experience September 2012 - October 2013
Job Founder & Head Instructor Impact Dojo
Industry Health, Wellness and Fitness
Experience
AXA Advisors September 2012 - October 2013
Northwestern Mutual Financial Network June 2009 - October 2012
Skills
Investments, Financial Analysis, Series 7, Strategic Financial..., Financial Planning, Retirement Planning, Risk Management, Fixed Annuities, Retirement, Estate Planning, Loans, Life Insurance, Asset Allocation, Asset Management, Disability Insurance, Securities, Series 63, Finance, Customer Service, Financial Modeling, Wealth Accumulation, Insurance, Mutual Funds, Uniform Combined State..., Financial Services, Portfolio Management, Wealth Management, Long-term Care, Microsoft Excel, Education Funding
Education
DePaul University
DePaul University
AXA Advisors September 2012 - October 2013
Northwestern Mutual Financial Network June 2009 - October 2012
Skills
Investments, Financial Analysis, Series 7, Strategic Financial..., Financial Planning, Retirement Planning, Risk Management, Fixed Annuities, Retirement, Estate Planning, Loans, Life Insurance, Asset Allocation, Asset Management, Disability Insurance, Securities, Series 63, Finance, Customer Service, Financial Modeling, Wealth Accumulation, Insurance, Mutual Funds, Uniform Combined State..., Financial Services, Portfolio Management, Wealth Management, Long-term Care, Microsoft Excel, Education Funding
Education
DePaul University
DePaul University
Nicholas Galente's AXA Advisors Experience October 2005 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2005 - Present
Education
Fordham University 2002 — 2004
Master's degree, Finance/Marketing, 3.5
State University of New York College at Plattsburgh 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Dutchess Community College 1986 — 1988
Associate's degree, Business Administration and Management, General, 3.5
AXA Advisors October 2005 - Present
Education
Fordham University 2002 — 2004
Master's degree, Finance/Marketing, 3.5
State University of New York College at Plattsburgh 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Dutchess Community College 1986 — 1988
Associate's degree, Business Administration and Management, General, 3.5
James Tedora's AXA Advisors Experience October 2000 - March 2004
Job at American Biltrite, Inc.
Industry Automotive
Experience
American Biltrite, Inc. January 2011 - Present
UPS June 2004 - March 2011
TWM April 2004 - January 2010
AXA Advisors October 2000 - March 2004
American Express Financial Advisors April 1998 - October 2000
Trump Taj Mahal August 1993 - October 1997
Skills
DNS, Active Directory, Operations Management, Leadership, Sales, Team Building, Customer Service, Change Management, Training, Process Improvement, Manufacturing, Management
Education
Drexel University 1988 — 1993
Chemical Engineering
St. Joesph's Prep 1984 — 1988
American Biltrite, Inc. January 2011 - Present
UPS June 2004 - March 2011
TWM April 2004 - January 2010
AXA Advisors October 2000 - March 2004
American Express Financial Advisors April 1998 - October 2000
Trump Taj Mahal August 1993 - October 1997
Skills
DNS, Active Directory, Operations Management, Leadership, Sales, Team Building, Customer Service, Change Management, Training, Process Improvement, Manufacturing, Management
Education
Drexel University 1988 — 1993
Chemical Engineering
St. Joesph's Prep 1984 — 1988
Dale Austin's AXA Advisors Experience February 2007 - December 2011
Job CEO/Financial Consultant at Service Wealth Management
Industry Financial Services
Experience
SERVICE Wealth Management December 2011 - Present
AXA Advisors February 2007 - December 2011
Dale R Austin Consulting March 2003 - February 2007
Education
University of Pittsburgh 1986 — 1991
BA, Economics
Bradford
Bradford
DeVry University
BS, Business Administration Accounting Emphasis
SERVICE Wealth Management December 2011 - Present
AXA Advisors February 2007 - December 2011
Dale R Austin Consulting March 2003 - February 2007
Education
University of Pittsburgh 1986 — 1991
BA, Economics
Bradford
Bradford
DeVry University
BS, Business Administration Accounting Emphasis
Nikola Lahcanski's AXA Advisors Experience May 2010 - August 2010
Job Analyst at PointState Capital LP
Industry Investment Management
Experience
PointState Capital LP July 2013 - Present
Bank of America Merrill Lynch August 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Rochester Medical Center May 2010 - August 2010
AXA Advisors May 2010 - August 2010
Education
Duke University 2008 — 2012
BA, Political Science, Economics
PointState Capital LP July 2013 - Present
Bank of America Merrill Lynch August 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Rochester Medical Center May 2010 - August 2010
AXA Advisors May 2010 - August 2010
Education
Duke University 2008 — 2012
BA, Political Science, Economics
Stuart Valen's AXA Advisors Experience June 1991 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 1991 - Present
Education
Duquesne University
AXA Advisors June 1991 - Present
Education
Duquesne University
Giuseppe Riggi's AXA Advisors Experience March 2013 - November 2014
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Investments December 2014 - Present
AXA Advisors March 2013 - November 2014
SunTrust Investment Services October 2006 - March 2013
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities
Education
Dowling College 2001 — 2003
Bachelor's Degree
Prudential Investments December 2014 - Present
AXA Advisors March 2013 - November 2014
SunTrust Investment Services October 2006 - March 2013
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities
Education
Dowling College 2001 — 2003
Bachelor's Degree
Yifan (Randy) Gao's AXA Advisors Experience July 2011 - August 2011
Job QA Analyst at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Morningstar September 2011 - June 2012
AXA Advisors July 2011 - August 2011
DePaul University March 2011 - June 2011
DePaul University November 2010 - December 2010
Skills
Data Analysis, Financial Modeling, Excel, PowerPoint, Word, Bloomberg Terminal, Market Research, Microsoft Office, Financial Analysis, Corporate Finance, Valuation, Mandarin, Accounting, Outlook, Morningstar, Capital IQ, Screening
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Science, Finance
East China University of Science and Technology 2005 — 2009
Bachelor of Engineering, Material Physics
Morningstar April 2013 - Present
Morningstar September 2011 - June 2012
AXA Advisors July 2011 - August 2011
DePaul University March 2011 - June 2011
DePaul University November 2010 - December 2010
Skills
Data Analysis, Financial Modeling, Excel, PowerPoint, Word, Bloomberg Terminal, Market Research, Microsoft Office, Financial Analysis, Corporate Finance, Valuation, Mandarin, Accounting, Outlook, Morningstar, Capital IQ, Screening
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Science, Finance
East China University of Science and Technology 2005 — 2009
Bachelor of Engineering, Material Physics
Joseph Hansen, MBA's AXA Advisors Experience April 2013 - March 2015
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
VOYA Financial Advisors, Inc. March 2015 - Present
AXA Advisors April 2013 - March 2015
LiRo Engineers, Inc March 2007 - March 2013
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelors, Finance
VOYA Financial Advisors, Inc. March 2015 - Present
AXA Advisors April 2013 - March 2015
LiRo Engineers, Inc March 2007 - March 2013
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelors, Finance
Fabian Samaniego's AXA Advisors Experience May 2014 - September 2014
Job Finanicial Rep at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - September 2014
Victorias Nursery July 2009 - August 2013
Havas Worldwide June 2011 - August 2011
Skills
Advertising, Marketing Strategy, CRM, Strategic Planning, Marketing, Account Management, Online Advertising, Social Media Marketing, Market Research, Event Management, Social Media, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Social Networking, Online Marketing, Time Management, Marketing Research, Project Planning, Team Building, Outlook, Microsoft Office, Business Strategy, Public Speaking
Education
Dowling College 2008 — 2012
Bachelor's Degree, Marketing/Finance
AXA Advisors May 2014 - September 2014
Victorias Nursery July 2009 - August 2013
Havas Worldwide June 2011 - August 2011
Skills
Advertising, Marketing Strategy, CRM, Strategic Planning, Marketing, Account Management, Online Advertising, Social Media Marketing, Market Research, Event Management, Social Media, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Social Networking, Online Marketing, Time Management, Marketing Research, Project Planning, Team Building, Outlook, Microsoft Office, Business Strategy, Public Speaking
Education
Dowling College 2008 — 2012
Bachelor's Degree, Marketing/Finance
Haoyuan Zhang's AXA Advisors Experience October 2008 - September 2010
Job Investment Banking Professional
Industry Investment Banking
Experience
AmeriCorp Health Care Group, Inc, June 2011 - Present
AXA Advisors October 2008 - September 2010
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Private Equity, Bloomberg Terminal, Bloomberg Software, QuickBooks
Education
The University of Texas at Dallas - School of Management 2008 — 2011
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas - School of Management 2009 — 2010
Master of Science in Finance, Finance, General
East China University of Science and Technology 2004 — 2008
Bachelor of Arts in Marketing, Marketing
AmeriCorp Health Care Group, Inc, June 2011 - Present
AXA Advisors October 2008 - September 2010
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Private Equity, Bloomberg Terminal, Bloomberg Software, QuickBooks
Education
The University of Texas at Dallas - School of Management 2008 — 2011
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas - School of Management 2009 — 2010
Master of Science in Finance, Finance, General
East China University of Science and Technology 2004 — 2008
Bachelor of Arts in Marketing, Marketing
Janine N. Savage, R.T.(R)'s AXA Advisors Experience August 1999 - September 2009
Job Radiologic Technologist
Industry Hospital & Health Care
Experience
Lehigh Valley Health Network-Cedar Crest February 2012 - Present
Hahnemann University Hospital June 2010 - August 2011
AXA Advisors August 1999 - September 2009
Skills
Siemens, GE, Canon, Toshiba, RIS, PACS, Microsoft Office, Data Entry, Administrative Support, Customer Service, Patient Satisfaction, Patient Safety, Healthcare, Clinical, Hospitals, Diagnostics, Imaging, Radiology, Compliance, Quality Assurance, Problem Solving
Education
Drexel University 2009 — 2011
Associate of Science (A.S.), Radiologic Technology
Drexel University 2008 — 2011
Bachelor of Science (B.S.), General Studies
Lehigh Valley Health Network-Cedar Crest February 2012 - Present
Hahnemann University Hospital June 2010 - August 2011
AXA Advisors August 1999 - September 2009
Skills
Siemens, GE, Canon, Toshiba, RIS, PACS, Microsoft Office, Data Entry, Administrative Support, Customer Service, Patient Satisfaction, Patient Safety, Healthcare, Clinical, Hospitals, Diagnostics, Imaging, Radiology, Compliance, Quality Assurance, Problem Solving
Education
Drexel University 2009 — 2011
Associate of Science (A.S.), Radiologic Technology
Drexel University 2008 — 2011
Bachelor of Science (B.S.), General Studies
Nita Vaghani's AXA Advisors Experience September 2009 - January 2011
Job Financial Controller at Alpha Circuit Corporation
Industry Electrical/Electronic Manufacturing
Experience
E*TRADE Financial February 2011 - October 2014
AXA Advisors September 2009 - January 2011
Skills
Financial Analysis, Fixed Income, Equities, Series 7, Mutual Funds, Series 63, Series 65, Insurance, Company Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Managerial Finance
Penn State University
Bachelor of Science (B.S.), Psychology
E*TRADE Financial February 2011 - October 2014
AXA Advisors September 2009 - January 2011
Skills
Financial Analysis, Fixed Income, Equities, Series 7, Mutual Funds, Series 63, Series 65, Insurance, Company Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Managerial Finance
Penn State University
Bachelor of Science (B.S.), Psychology
Greg Spitz's AXA Advisors Experience November 2004 - Present
Job Branch Technology Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2004 - Present
Day & Zimmermann August 2003 - November 2004
RubinGoldman and Associates November 2002 - August 2003
SAG Electronics October 1997 - April 2001
Skills
Security, Troubleshooting, XP, Technical Support, Hardware, Operating Systems, Microsoft Office, Outlook, Access, Telecommunications, Change Management, Windows XP
Education
Delaware County Community College 2000 — 2001
AXA Advisors November 2004 - Present
Day & Zimmermann August 2003 - November 2004
RubinGoldman and Associates November 2002 - August 2003
SAG Electronics October 1997 - April 2001
Skills
Security, Troubleshooting, XP, Technical Support, Hardware, Operating Systems, Microsoft Office, Outlook, Access, Telecommunications, Change Management, Windows XP
Education
Delaware County Community College 2000 — 2001
Joe Giedraitis's AXA Advisors Experience October 2000 - April 2005
Job Logistics Team Leader at Target
Industry Retail
Experience
Target 2004 - Present
AXA Advisors October 2000 - April 2005
United States Air Force December 1990 - September 2000
Education
Des Moines Area Community College 2004 — 2006
Associate's degree, Information Technology
Target 2004 - Present
AXA Advisors October 2000 - April 2005
United States Air Force December 1990 - September 2000
Education
Des Moines Area Community College 2004 — 2006
Associate's degree, Information Technology
Hiroki Baba's AXA Advisors Experience October 2011 - December 2011
Job Insurance Professional
Industry Insurance
Experience
Shuster Financial Group March 2012 - June 2012
AXA Advisors October 2011 - December 2011
Daniel Pearl Foundation June 2011 - August 2011
Education
UCLA 2010 — 2012
Bachelor of Science (B.S.), Mathematics and Statistics, Economics
El Camino College 2008 — 2010
Associate of Arts (A.A.), Economics
Shuster Financial Group March 2012 - June 2012
AXA Advisors October 2011 - December 2011
Daniel Pearl Foundation June 2011 - August 2011
Education
UCLA 2010 — 2012
Bachelor of Science (B.S.), Mathematics and Statistics, Economics
El Camino College 2008 — 2010
Associate of Arts (A.A.), Economics
Christopher K. Cioce's AXA Advisors Experience May 2013 - October 2013
Job Customer Service Prime Agent II at FIS
Industry Marketing and Advertising
Experience
FIS March 2014 - August 2014
GUESS?, Inc. November 2013 - December 2013
AXA Advisors May 2013 - October 2013
Northwestern Mutual January 2013 - March 2013
Panera Bread August 2009 - July 2011
Skills
Facebook, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Teamwork, Social Media Marketing, Community Outreach, Leadership Development, Public Speaking, Blogging, Research, Customer Satisfaction, Data Entry, Training, Sales
Education
University of South Florida 2011 — 2013
Bachelor of Science (BS), Marketing with a minor in finance, 3.19
Dutchess Community College 2009 — 2011
Associate of Science (A.S.), Business Administration Transfer Program, 3.16
FIS March 2014 - August 2014
GUESS?, Inc. November 2013 - December 2013
AXA Advisors May 2013 - October 2013
Northwestern Mutual January 2013 - March 2013
Panera Bread August 2009 - July 2011
Skills
Facebook, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Teamwork, Social Media Marketing, Community Outreach, Leadership Development, Public Speaking, Blogging, Research, Customer Satisfaction, Data Entry, Training, Sales
Education
University of South Florida 2011 — 2013
Bachelor of Science (BS), Marketing with a minor in finance, 3.19
Dutchess Community College 2009 — 2011
Associate of Science (A.S.), Business Administration Transfer Program, 3.16
Thomas Demmy's AXA Advisors Experience January 1994 - July 2004
Job Executive Vice President at E.T. 3rd Generation LLC
Industry
Experience
Demmy Financial Services August 2004 - Present
E.T. 3rd Generation LLC February 2002 - Present
AXA Advisors January 1994 - July 2004
Skills
20 years Experiance in..., 12 years in development...
Education
Elizabethtown College 1973 — 1974
South Lebanon High School Lebanon, Pa. 1961 — 1965
AA Degree in Business from Harrisburg Community College
Demmy Financial Services August 2004 - Present
E.T. 3rd Generation LLC February 2002 - Present
AXA Advisors January 1994 - July 2004
Skills
20 years Experiance in..., 12 years in development...
Education
Elizabethtown College 1973 — 1974
South Lebanon High School Lebanon, Pa. 1961 — 1965
AA Degree in Business from Harrisburg Community College
Danielle Therio's AXA Advisors Experience May 2015 - Present
Job Administrative Support at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Health First Medical Group February 2014 - March 2015
Dr. Robert Barbati March 2013 - September 2013
Dr.Felix Sosa April 2011 - March 2013
Skills
Microsoft Office, Data Entry, Microsoft Word, Outlook, PowerPoint, Customer Service, Microsoft Excel, HIPAA, Administrative..., Telephone Skills, Office Management, Research, Teamwork, Healthcare, Office Administration, Time Management, Invoicing, Event Planning, Public Speaking, Process Scheduler, Accounts Receivable, Access
Education
Cocoa Beach High School 2004 — 2008
High School
Brevard Community College
Associate of Arts (A.A.)
AXA Advisors May 2015 - Present
Health First Medical Group February 2014 - March 2015
Dr. Robert Barbati March 2013 - September 2013
Dr.Felix Sosa April 2011 - March 2013
Skills
Microsoft Office, Data Entry, Microsoft Word, Outlook, PowerPoint, Customer Service, Microsoft Excel, HIPAA, Administrative..., Telephone Skills, Office Management, Research, Teamwork, Healthcare, Office Administration, Time Management, Invoicing, Event Planning, Public Speaking, Process Scheduler, Accounts Receivable, Access
Education
Cocoa Beach High School 2004 — 2008
High School
Brevard Community College
Associate of Arts (A.A.)
Eric Shubert's AXA Advisors Experience May 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies
Education
Dominican College of Blauvelt 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies
Education
Dominican College of Blauvelt 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Austin Pritchett's AXA Advisors Experience May 2015 - Present
Job Higher Education Professional
Industry Higher Education
Experience
AXA Advisors May 2015 - Present
East Carolina University August 2010 - December 2014
Skills
Writing, Finance, Communication, Public Speaking
Education
East Carolina University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
AXA Advisors May 2015 - Present
East Carolina University August 2010 - December 2014
Skills
Writing, Finance, Communication, Public Speaking
Education
East Carolina University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Mitch Gibbs's AXA Advisors Experience August 2005 - October 2007
Job Sales Management
Industry Financial Services
Experience
Atlantic Wireless Communications 2007 - 2014
AXA Advisors August 2005 - October 2007
Skills
Management, Investments, Insurance, Financial Analysis, Financial Planning, Sales Management, Risk Management, Life Insurance, Portfolio Management, Financial Services
Education
East Carolina University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Atlantic Wireless Communications 2007 - 2014
AXA Advisors August 2005 - October 2007
Skills
Management, Investments, Insurance, Financial Analysis, Financial Planning, Sales Management, Risk Management, Life Insurance, Portfolio Management, Financial Services
Education
East Carolina University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Tom Brazill's AXA Advisors Experience January 2003 - February 2009
Job Financial Advisor
Industry Financial Services
Experience
Self-employed February 2014 - Present
Cambridge Financial October 2012 - January 2014
MetLife February 2009 - September 2012
AXA Advisors January 2003 - February 2009
Education
Eastern Washington University 1989 — 2006
Mathematics Teacher Education
Self-employed February 2014 - Present
Cambridge Financial October 2012 - January 2014
MetLife February 2009 - September 2012
AXA Advisors January 2003 - February 2009
Education
Eastern Washington University 1989 — 2006
Mathematics Teacher Education
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO