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
Jose L. Roces, MBA Jose L. Roces, MBA's AXA Advisors Experience August 2008 - October 2010
Job Center Director, Retail at GuideWell Connect
Industry Health, Wellness and Fitness
Experience
GuideWell June 2015 - Present
Florida Blue February 2011 - June 2015
Corporate Caterers October 2010 - February 2011
AXA Advisors August 2008 - October 2010
OneTen Group March 2005 - July 2008
CarePlus Health Plan January 2002 - November 2005
Skills
Sales, Management, Insurance, Health Insurance, Team Building, Strategic Planning, Salesforce.com, Marketing, Change Management, Business Process..., Strategy, Sales Management, Leadership, Retail, Team Leadership, Budgets, Customer Service, Business Strategy, Customer Satisfaction
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Sales Management
Florida International University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
GuideWell June 2015 - Present
Florida Blue February 2011 - June 2015
Corporate Caterers October 2010 - February 2011
AXA Advisors August 2008 - October 2010
OneTen Group March 2005 - July 2008
CarePlus Health Plan January 2002 - November 2005
Skills
Sales, Management, Insurance, Health Insurance, Team Building, Strategic Planning, Salesforce.com, Marketing, Change Management, Business Process..., Strategy, Sales Management, Leadership, Retail, Team Leadership, Budgets, Customer Service, Business Strategy, Customer Satisfaction
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Sales Management
Florida International University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Matthew Presser's AXA Advisors Experience August 2006 - Present
Job Retirement Benefits Specialist @ AXA Advisors, LLC. / Regional Vice President @ The Bailey Group
Industry Insurance
Experience
AXA Advisors August 2006 - Present
The Bailey Group July 2010 - Present
Club Corp September 2002 - July 2006
Skills
Leadership, Strategic Planning, Sales
Education
Florida State University - College of Business 2001 — 2006
BS, Finance & Hospitality Administration
AXA Advisors August 2006 - Present
The Bailey Group July 2010 - Present
Club Corp September 2002 - July 2006
Skills
Leadership, Strategic Planning, Sales
Education
Florida State University - College of Business 2001 — 2006
BS, Finance & Hospitality Administration
Derren Burse's AXA Advisors Experience September 2011 - September 2013
Job Senior Sales Training Consultant at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
MetLife September 2013 - July 2014
AXA Advisors September 2011 - September 2013
MembersFirst Credit Union July 2009 - August 2011
GBCS 2004 - 2011
Skills
Strategic Financial..., Life Insurance Planning..., Retirement Planning..., Wealth Management..., Retirement Planning, Finance, Business Development, Investments, Leadership, Financial Services, Insurance, Wealth Management, Strategic Planning, Financial Planning, Retirement
Education
Georgia State University
Ferris State University
MetLife August 2014 - Present
MetLife September 2013 - July 2014
AXA Advisors September 2011 - September 2013
MembersFirst Credit Union July 2009 - August 2011
GBCS 2004 - 2011
Skills
Strategic Financial..., Life Insurance Planning..., Retirement Planning..., Wealth Management..., Retirement Planning, Finance, Business Development, Investments, Leadership, Financial Services, Insurance, Wealth Management, Strategic Planning, Financial Planning, Retirement
Education
Georgia State University
Ferris State University
Greg Compton Greg Compton's AXA Advisors Experience 2014 - Present
Job Financial Professional AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2014 - Present
Kerr-Boswell Insurance and Financial Services June 2013 - September 2013
Virginia Intermont College March 2009 - April 2011
TriSummit Bank April 2006 - October 2007
TruPoint Bank January 2000 - November 2005
Skills
Consumer Lending, Administration, Financial Management, Executive Management, Customer Service
Education
Emory and Henry College 1979 — 1983
BA, Business Management
AXA Advisors 2014 - Present
Kerr-Boswell Insurance and Financial Services June 2013 - September 2013
Virginia Intermont College March 2009 - April 2011
TriSummit Bank April 2006 - October 2007
TruPoint Bank January 2000 - November 2005
Skills
Consumer Lending, Administration, Financial Management, Executive Management, Customer Service
Education
Emory and Henry College 1979 — 1983
BA, Business Management
Russell Aala Russell Aala's AXA Advisors Experience June 2010 - August 2010
Job Audit Associate at KPMG Financial Services
Industry Financial Services
Experience
KPMG US August 2014 - Present
Fordham University August 2013 - May 2014
KPMG US June 2013 - August 2013
Commodore Funding Corp December 2010 - June 2013
Warner Music Group September 2010 - December 2010
AXA Advisors June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, PowerPoint, Microsoft Office, Event Planning, Market Research, Finance, Auditing, Financial Modeling, Access, Economics, Financial Accounting, Valuation, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Professional Accounting
Fordham University - Gabelli School of Business 2009 — 2013
Bachelor of Science (BS), Public Accounting
Fordham University
KPMG US August 2014 - Present
Fordham University August 2013 - May 2014
KPMG US June 2013 - August 2013
Commodore Funding Corp December 2010 - June 2013
Warner Music Group September 2010 - December 2010
AXA Advisors June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, PowerPoint, Microsoft Office, Event Planning, Market Research, Finance, Auditing, Financial Modeling, Access, Economics, Financial Accounting, Valuation, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Professional Accounting
Fordham University - Gabelli School of Business 2009 — 2013
Bachelor of Science (BS), Public Accounting
Fordham University
Roxanne Hesh's AXA Advisors Experience February 2014 - May 2014
Job Graduate Student at Emerson College
Industry Public Relations and Communications
Experience
Down Under Yoga September 2014 - May 2015
AXA Advisors February 2014 - May 2014
Odin's Hammer LLC August 2013 - April 2014
Stella McCartney May 2013 - August 2013
Some Girls Boutique January 2013 - May 2013
Nordstrom June 2012 - January 2013
Skills
InDesign, Facebook, Spanish, Public Relations, Brand Management, Public Speaking, Microsoft Office, iWork, Concur, Twitter, Final Cut Express, LiveType, Illustrator, Wordpress, Posterous, English, Farsi, Teamwork, News Writing, Report Writing, WordPress, Microsoft Excel, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Emerson College 2014 — 2016
Master of Arts (M.A.), Integrated Marketing Communication
Syracuse University - S.I. Newhouse School of Public Communications 2010 — 2014
B.S., Public Relations
Singapore American School 2006 — 2010
High School Diploma, General Education
St. Hilary Elementary School 1998 — 2006
Down Under Yoga September 2014 - May 2015
AXA Advisors February 2014 - May 2014
Odin's Hammer LLC August 2013 - April 2014
Stella McCartney May 2013 - August 2013
Some Girls Boutique January 2013 - May 2013
Nordstrom June 2012 - January 2013
Skills
InDesign, Facebook, Spanish, Public Relations, Brand Management, Public Speaking, Microsoft Office, iWork, Concur, Twitter, Final Cut Express, LiveType, Illustrator, Wordpress, Posterous, English, Farsi, Teamwork, News Writing, Report Writing, WordPress, Microsoft Excel, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Emerson College 2014 — 2016
Master of Arts (M.A.), Integrated Marketing Communication
Syracuse University - S.I. Newhouse School of Public Communications 2010 — 2014
B.S., Public Relations
Singapore American School 2006 — 2010
High School Diploma, General Education
St. Hilary Elementary School 1998 — 2006
Etoyi George Etoyi George's AXA Advisors Experience February 2009 - October 2011
Job Account Representative
Industry Medical Devices
Experience
Rotech Healthcare August 2014 - Present
Bankers Life and Casualty Company February 2012 - July 2014
AXA Advisors February 2009 - October 2011
New Life Investments March 2005 - February 2009
All Mortgage Inc 2003 - 2009
Edward Jones 2008 - 2008
Skills
Retirement Savings, Retirement Plan..., Retirement Income..., 401k Rollovers, Defined Benefit, Defined Contribution..., Variable Life Insurance, B2B Marketing, Spin Selling, Real Estate Financing, Sales Presentations, Group Benefits, Group Presentations, Direct Sales, Annuities, Long Term Care, Deferred Compensation, Tax Sheltered Annuities, Non Qualified Deferred..., Technical Writing, Oracle Sebeil CRM, Small Project Management, Employee Benefits, Fixed Annuities, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial..., 403 b, Defined Contribution
Education
Tallahassee Community College 1995 — 1996
Economics
Florida Agricultural and Mechanical University
Rotech Healthcare August 2014 - Present
Bankers Life and Casualty Company February 2012 - July 2014
AXA Advisors February 2009 - October 2011
New Life Investments March 2005 - February 2009
All Mortgage Inc 2003 - 2009
Edward Jones 2008 - 2008
Skills
Retirement Savings, Retirement Plan..., Retirement Income..., 401k Rollovers, Defined Benefit, Defined Contribution..., Variable Life Insurance, B2B Marketing, Spin Selling, Real Estate Financing, Sales Presentations, Group Benefits, Group Presentations, Direct Sales, Annuities, Long Term Care, Deferred Compensation, Tax Sheltered Annuities, Non Qualified Deferred..., Technical Writing, Oracle Sebeil CRM, Small Project Management, Employee Benefits, Fixed Annuities, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial..., 403 b, Defined Contribution
Education
Tallahassee Community College 1995 — 1996
Economics
Florida Agricultural and Mechanical University
Jose Ravinet II Jose Ravinet II's AXA Advisors Experience May 2010 - May 2012
Job District Sales Manager at DENTSPLY Implants
Industry Medical Devices
Experience
DENTSPLY Implants March 2015 - Present
ADP August 2014 - March 2015
Paychex July 2012 - August 2014
AXA Advisors May 2010 - May 2012
Skills
Sales, Lead Generation, Sales Operations, Leadership, New Business Development, Cold Calling, Sales Process, Account Management, B2B, Salesforce.com, Sales Presentations, Sales Prospecting, Time Management, Recruiting, Human Resources, Employee Benefits, Selling, Solution Selling, Direct Sales, Payroll, Selling Skills, Sales Management, 401k, Small Business, Relationship Management, HRIS, Team Building, Consulting, Business Development, Customer Retention, Marketing Strategy, Strategic Planning
Education
Florida International University
DENTSPLY Implants March 2015 - Present
ADP August 2014 - March 2015
Paychex July 2012 - August 2014
AXA Advisors May 2010 - May 2012
Skills
Sales, Lead Generation, Sales Operations, Leadership, New Business Development, Cold Calling, Sales Process, Account Management, B2B, Salesforce.com, Sales Presentations, Sales Prospecting, Time Management, Recruiting, Human Resources, Employee Benefits, Selling, Solution Selling, Direct Sales, Payroll, Selling Skills, Sales Management, 401k, Small Business, Relationship Management, HRIS, Team Building, Consulting, Business Development, Customer Retention, Marketing Strategy, Strategic Planning
Education
Florida International University
Andy Mandel's AXA Advisors Experience June 2012 - August 2012
Job Realtor at RE/MAX Advisors
Industry Real Estate
Experience
RE/MAX Advisors October 2013 - Present
Phi Sigma Kappa Fraternity December 2011 - December 2012
Fraternity Vending LLC August 2011 - December 2012
AXA Advisors June 2012 - August 2012
REO Asset Liquidation May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales, Leadership, Time Management, Microsoft Office, Investments, Customer Satisfaction, Financial Analysis, Teamwork, Access, Marketing, Real Estate, Facebook, Social Networking, Team Leadership, Outlook, Finance, Commercial Real Estate, Real Estate Investor, Real Estate Financing, Investment Properties, Short Sales, Real Estate Transactions, Market Research, Public Speaking, Budgets, Strategy
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
RE/MAX Advisors October 2013 - Present
Phi Sigma Kappa Fraternity December 2011 - December 2012
Fraternity Vending LLC August 2011 - December 2012
AXA Advisors June 2012 - August 2012
REO Asset Liquidation May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales, Leadership, Time Management, Microsoft Office, Investments, Customer Satisfaction, Financial Analysis, Teamwork, Access, Marketing, Real Estate, Facebook, Social Networking, Team Leadership, Outlook, Finance, Commercial Real Estate, Real Estate Investor, Real Estate Financing, Investment Properties, Short Sales, Real Estate Transactions, Market Research, Public Speaking, Budgets, Strategy
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
David Caporali's AXA Advisors Experience February 2013 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Mutual of America November 2000 - January 2013
Skills
Strategic Financial..., Retirement Planning, Business Planning, Wealth Preservation..., Wealth Management..., Risk Management..., Long Term Care Planning, Employee Benefit...
Education
Florida State University 1977 — 1982
Bachelor of Science (BS), Management
AXA Advisors February 2013 - Present
Mutual of America November 2000 - January 2013
Skills
Strategic Financial..., Retirement Planning, Business Planning, Wealth Preservation..., Wealth Management..., Risk Management..., Long Term Care Planning, Employee Benefit...
Education
Florida State University 1977 — 1982
Bachelor of Science (BS), Management
Rachel Rosalsky Rachel Rosalsky's AXA Advisors Experience September 2013 - May 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
AXA Advisors September 2013 - May 2015
Bake You Crazy October 2011 - August 2013
Summit Public Schools January 2012 - June 2013
Skills
Teaching, Higher Education
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor of Arts (BA), Education and Women's and Gender Studies
Florida International University 2007 — 2008
Education
Governor livingston HS
Merrill Edge May 2015 - Present
AXA Advisors September 2013 - May 2015
Bake You Crazy October 2011 - August 2013
Summit Public Schools January 2012 - June 2013
Skills
Teaching, Higher Education
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor of Arts (BA), Education and Women's and Gender Studies
Florida International University 2007 — 2008
Education
Governor livingston HS
David Anthony Arca's AXA Advisors Experience June 2014 - February 2015
Job Data Analyst
Industry Consumer Goods
Experience
Inktel Contact Center Solutions April 2015 - Present
AXA Advisors June 2014 - February 2015
Riviera Country Club March 2007 - August 2014
Emphasys Software May 2013 - August 2013
Avance International Capital May 2012 - March 2013
Abacus Bookkeeping Solutions March 2011 - March 2012
Skills
Management, Spanish, Mergers & Acquisitions, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Mac OS, Spanish-English, Microsoft Office, Accounting, Access, Finance, Bloomberg Terminal, Bookkeeping, Microsoft Word, QuickBooks, Windows, Outlook, Investment Banking, Bloomberg, Research, Fundraising, Valuation, Marketing Event Planning, Market Research, MS Excel Pivot Tables, Online Research, Time Management, Organization &..., Due Diligence, Corporate Finance, Capital Markets
Education
Florida International University - College of Business Administration 2008 — 2013
Finance, International Business
Christopher Columbus High School 2004 — 2008
High School Diploma
Inktel Contact Center Solutions April 2015 - Present
AXA Advisors June 2014 - February 2015
Riviera Country Club March 2007 - August 2014
Emphasys Software May 2013 - August 2013
Avance International Capital May 2012 - March 2013
Abacus Bookkeeping Solutions March 2011 - March 2012
Skills
Management, Spanish, Mergers & Acquisitions, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Mac OS, Spanish-English, Microsoft Office, Accounting, Access, Finance, Bloomberg Terminal, Bookkeeping, Microsoft Word, QuickBooks, Windows, Outlook, Investment Banking, Bloomberg, Research, Fundraising, Valuation, Marketing Event Planning, Market Research, MS Excel Pivot Tables, Online Research, Time Management, Organization &..., Due Diligence, Corporate Finance, Capital Markets
Education
Florida International University - College of Business Administration 2008 — 2013
Finance, International Business
Christopher Columbus High School 2004 — 2008
High School Diploma
Pamela Worden's AXA Advisors Experience January 2009 - August 2011
Job Certified Holistic Health Coach at SimplyWholeHealing
Industry Health, Wellness and Fitness
Experience
SimplyWholeHealing January 2015 - Present
Vibrant SOULutions June 2012 - December 2014
CardioVIP October 2013 - February 2014
Divorce Planning + Financial Strategies September 2009 - August 2011
AXA Advisors January 2009 - August 2011
IBM February 1985 - May 1993
Skills
Volunteer Grant Writing, Volunteer Editing, Small Business, Strategic Financial..., Holistic Health Coaching, Holistic Education, Leadership, Entrepreneurship, Nutrition, Account Management, Team Building, Lifestyle, Wellness, Training, Lifestyle Coaching, Retirement Planning, Finance, Marketing, Coaching, Fitness, Personal Development, Research, Leadership Development, Insurance, Public Speaking, Customer Service, Sales
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach
Florida State University - College of Business 1980 — 1984
BS
SimplyWholeHealing January 2015 - Present
Vibrant SOULutions June 2012 - December 2014
CardioVIP October 2013 - February 2014
Divorce Planning + Financial Strategies September 2009 - August 2011
AXA Advisors January 2009 - August 2011
IBM February 1985 - May 1993
Skills
Volunteer Grant Writing, Volunteer Editing, Small Business, Strategic Financial..., Holistic Health Coaching, Holistic Education, Leadership, Entrepreneurship, Nutrition, Account Management, Team Building, Lifestyle, Wellness, Training, Lifestyle Coaching, Retirement Planning, Finance, Marketing, Coaching, Fitness, Personal Development, Research, Leadership Development, Insurance, Public Speaking, Customer Service, Sales
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach
Florida State University - College of Business 1980 — 1984
BS
Leonard ( Len ) Simpson, RFC®, AIF® Leonard ( Len ) Simpson, RFC®, AIF®'s AXA Advisors Experience 1995 - 2004
Job Helping Clients Build and Plan Their Financial Future
Industry Financial Services
Experience
20/20 Financial Advisers of Sacramento LLC June 2006 - Present
UNIFI Companies May 2004 - June 2006
AXA Advisors 1995 - 2004
Equitable 1988 - 2004
Education
University of California, Davis 1999 — 2001
Certificate, Personal Financial Planning
Florida International University 1975 — 1979
BS, Criminal Justice
20/20 Financial Advisers of Sacramento LLC June 2006 - Present
UNIFI Companies May 2004 - June 2006
AXA Advisors 1995 - 2004
Equitable 1988 - 2004
Education
University of California, Davis 1999 — 2001
Certificate, Personal Financial Planning
Florida International University 1975 — 1979
BS, Criminal Justice
Dominick D'Angelo Dominick D'Angelo's AXA Advisors Experience May 2007 - August 2007
Job FX Derivatives
Industry Financial Services
Experience
Bloomberg February 2009 - Present
Bloomberg October 2011 - September 2012
AXA Equitable 2008 - 2009
AXA Advisors May 2007 - August 2007
JP Morgan Chase May 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Foreign Exchange Risk..., Valuation, Derivatives, Trading, Economics, Options, Capital Markets, Investment Banking, Investments, Hedge Funds, Financial Markets, Equities, FX Derivatives, Bloomberg Terminal, Currency, Asset Managment, FX Options, Market Data, Structured Products, Series 7, FX trading, Portfolio Management, Fixed Income, FX Hedging, Commodity, Trading Systems, Electronic Trading, Equity Trading, Financial Analysis, Bonds, Financial Modeling, Commodity Markets, Hedging, Equity Derivatives, Alternative Investments
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Business Economics
Muhlenberg College 2005 — 2008
BA, Finance, Political Science
Bloomberg February 2009 - Present
Bloomberg October 2011 - September 2012
AXA Equitable 2008 - 2009
AXA Advisors May 2007 - August 2007
JP Morgan Chase May 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Foreign Exchange Risk..., Valuation, Derivatives, Trading, Economics, Options, Capital Markets, Investment Banking, Investments, Hedge Funds, Financial Markets, Equities, FX Derivatives, Bloomberg Terminal, Currency, Asset Managment, FX Options, Market Data, Structured Products, Series 7, FX trading, Portfolio Management, Fixed Income, FX Hedging, Commodity, Trading Systems, Electronic Trading, Equity Trading, Financial Analysis, Bonds, Financial Modeling, Commodity Markets, Hedging, Equity Derivatives, Alternative Investments
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Business Economics
Muhlenberg College 2005 — 2008
BA, Finance, Political Science
Bradley Grayson Bradley Grayson's AXA Advisors Experience September 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Kappa Alpha Psi Fraternity, Inc. April 2011 - May 2013
WNBA Atlanta Dream 2010 - 2013
Education
Fisk University 2009 — 2013
Bachelor of Science (B.S.), Business Administration/Finance, 3.1
Sprayberry
AXA Advisors September 2013 - Present
Kappa Alpha Psi Fraternity, Inc. April 2011 - May 2013
WNBA Atlanta Dream 2010 - 2013
Education
Fisk University 2009 — 2013
Bachelor of Science (B.S.), Business Administration/Finance, 3.1
Sprayberry
Alexander Krider, CFP® Alexander Krider, CFP®'s AXA Advisors Experience 2008 - Present
Job West Region Vice President / Financial Advisor
Industry Financial Services
Experience
AXA Advisors 2008 - Present
KriderPublishingServices 2003 - Present
The Bailey Group August 2011 - September 2013
Brinkmann Media Group / International Business Verlag GmbH 2002 - 2003
Brinkmann Media Group / bizzcontact.com gmbh & co. kg 1999 - 2002
Brinkmann Media Group / International Business Verlag GmbH 1996 - 1999
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Education Funding, Personal Financial..., Investment Management, Financial Advisory..., Insurance Planning, Disability Insurance..., Long Term Care..., SIMPLE IRA Setup and...
Education
Westfälische Wilhelms-Universität Münster / University of Muenster 2000 — 2002
Executive-MBA, Marketing
Saint Petersburg State University 1994 — 1994
Russian Language and Literature
Emory University 1986 — 1990
Bachelor of Arts (B.A.), History
AXA Advisors 2008 - Present
KriderPublishingServices 2003 - Present
The Bailey Group August 2011 - September 2013
Brinkmann Media Group / International Business Verlag GmbH 2002 - 2003
Brinkmann Media Group / bizzcontact.com gmbh & co. kg 1999 - 2002
Brinkmann Media Group / International Business Verlag GmbH 1996 - 1999
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Education Funding, Personal Financial..., Investment Management, Financial Advisory..., Insurance Planning, Disability Insurance..., Long Term Care..., SIMPLE IRA Setup and...
Education
Westfälische Wilhelms-Universität Münster / University of Muenster 2000 — 2002
Executive-MBA, Marketing
Saint Petersburg State University 1994 — 1994
Russian Language and Literature
Emory University 1986 — 1990
Bachelor of Arts (B.A.), History
Sean Grogg Sean Grogg's AXA Advisors Experience January 2012 - August 2012
Job Software Engineer
Industry Internet
Experience
US Navy Reserve August 2006 - Present
Freelance Web Development June 2012 - Present
fastcopyright.org October 2014 - May 2015
Liberty Tax Service January 2014 - April 2014
Walgreens September 2012 - June 2013
AXA Advisors January 2012 - August 2012
Bankers Life and Casualty July 2011 - November 2011
Skills
JavaScript, Node.js, React, Backbone.js, SQL, NoSQL, MongoDB, PostgreSQL, jQuery, Web Development, SASS, Web Design, HTML5, CSS, Leadership, Program Management, Mentoring, Security Clearance, Strategic Planning, Team Building, Analysis, Intelligence, Insurance, Military, Customer Service, AngularJS
Education
Hack Reactor 2015 — 2015
Full Stack Engineering
University of Arizona 2013 — 2014
Computer Science
University of Arizona 2009 — 2011
Bachelor's of Arts, Psychology, Minor Chinese
Estrella Mountain Community College 2007 — 2008
Associates, Psychology
US Navy Reserve August 2006 - Present
Freelance Web Development June 2012 - Present
fastcopyright.org October 2014 - May 2015
Liberty Tax Service January 2014 - April 2014
Walgreens September 2012 - June 2013
AXA Advisors January 2012 - August 2012
Bankers Life and Casualty July 2011 - November 2011
Skills
JavaScript, Node.js, React, Backbone.js, SQL, NoSQL, MongoDB, PostgreSQL, jQuery, Web Development, SASS, Web Design, HTML5, CSS, Leadership, Program Management, Mentoring, Security Clearance, Strategic Planning, Team Building, Analysis, Intelligence, Insurance, Military, Customer Service, AngularJS
Education
Hack Reactor 2015 — 2015
Full Stack Engineering
University of Arizona 2013 — 2014
Computer Science
University of Arizona 2009 — 2011
Bachelor's of Arts, Psychology, Minor Chinese
Estrella Mountain Community College 2007 — 2008
Associates, Psychology
Brian Wachs Brian Wachs's AXA Advisors Experience January 2003 - December 2003
Job Relationship Manager at Heartland Payment Systems
Industry Marketing and Advertising
Experience
Heartland Payment Systems July 2015 - Present
YP December 2006 - November 2013
AT&T December 2003 - December 2006
AXA Advisors January 2003 - December 2003
MBNA America Bank January 2002 - December 2002
MBNA America Bank January 2000 - December 2002
MBNA America Bank January 1998 - December 2000
MBNA America Bank January 1997 - December 1998
Skills
Call Centers, Leadership, New Business Development, Advertising, Sales, Marketing, Social Media Marketing, Advertising Sales, Marketing Strategy, New Leads, Lead Generation, Mobile Marketing, Mobile Advertising, Direct Sales, Direct Mail, SEM, SEO, Online Advertising, Search Advertising, Salesforce.com, Sales Presentations, Sales Operations, Finacial Management, Interactive Advertising, Digital Marketing, Digital Media, Digital Strategy, Account Management, Key Account Development, Key Account Management, Cold Calling, B2B, B2B Marketing, B2B Marketing Strategy, Small Business Marketing, Small Business Online..., Major Accounts, Managing Large Budgets, Large Budget Management, Product Marketing, Direct Marketing, New Media, Increase Productivity, Energy, Driving Efficiency, Selling, Solution Selling, Selling Businesses, Strategic Selling
Education
Florida Atlantic University 1998 — 2002
B.A., Finance & Management
Florida Atlantic University
Bachelor's degree, Business Administration and Management, General
Heartland Payment Systems July 2015 - Present
YP December 2006 - November 2013
AT&T December 2003 - December 2006
AXA Advisors January 2003 - December 2003
MBNA America Bank January 2002 - December 2002
MBNA America Bank January 2000 - December 2002
MBNA America Bank January 1998 - December 2000
MBNA America Bank January 1997 - December 1998
Skills
Call Centers, Leadership, New Business Development, Advertising, Sales, Marketing, Social Media Marketing, Advertising Sales, Marketing Strategy, New Leads, Lead Generation, Mobile Marketing, Mobile Advertising, Direct Sales, Direct Mail, SEM, SEO, Online Advertising, Search Advertising, Salesforce.com, Sales Presentations, Sales Operations, Finacial Management, Interactive Advertising, Digital Marketing, Digital Media, Digital Strategy, Account Management, Key Account Development, Key Account Management, Cold Calling, B2B, B2B Marketing, B2B Marketing Strategy, Small Business Marketing, Small Business Online..., Major Accounts, Managing Large Budgets, Large Budget Management, Product Marketing, Direct Marketing, New Media, Increase Productivity, Energy, Driving Efficiency, Selling, Solution Selling, Selling Businesses, Strategic Selling
Education
Florida Atlantic University 1998 — 2002
B.A., Finance & Management
Florida Atlantic University
Bachelor's degree, Business Administration and Management, General
Hugo Castro, CFP®, CLU, ChFC, LUTCF Hugo Castro, CFP®, CLU, ChFC, LUTCF's AXA Advisors Experience 1992 - Present
Job Branch Manager, AXA Advisors South Florida Branch
Industry Financial Services
Experience
AXA Advisors 1992 - Present
Skills
Integrated Financial..., Wealth Management, Retirement Planning, Business Strategies, Risk Management, Estate Planning..., Employee Benefits...
Education
Florida International University - College of Business 1990 — 1992
Master of Business Administration (M.B.A.)
College of Financial Planning
CERTIFIED FINANCIAL PLANNER ™ professional
The American College
Chartered Financial Consultant (ChFC)
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
AXA Advisors 1992 - Present
Skills
Integrated Financial..., Wealth Management, Retirement Planning, Business Strategies, Risk Management, Estate Planning..., Employee Benefits...
Education
Florida International University - College of Business 1990 — 1992
Master of Business Administration (M.B.A.)
College of Financial Planning
CERTIFIED FINANCIAL PLANNER ™ professional
The American College
Chartered Financial Consultant (ChFC)
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
David Brain David Brain's AXA Advisors Experience October 1993 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1993 - Present
AXA Equitable April 1991 - October 1993
Education
Florida International University - College of Business 1991 — 1993
MBA, Finance, Management
Northwestern University 1985 — 1989
BA, Political Science
AXA Advisors October 1993 - Present
AXA Equitable April 1991 - October 1993
Education
Florida International University - College of Business 1991 — 1993
MBA, Finance, Management
Northwestern University 1985 — 1989
BA, Political Science
Jules DeLalla's AXA Advisors Experience September 1991 - Present
Job Registered Representative at AXA Advisors LLC
Industry Financial Services
Experience
Axa Advisors September 1991 - Present
Transit Automotive April 1981 - August 1991
Car Sensations April 1981 - August 1991
Chrysler August 1971 - April 1981
Skills
Life Insurance Planning, Retirement Planning, College Education..., Employee Benefit Design, Health Savings Accounts
Education
Fairleigh Dickinson University 1969 — 1971
MBA, Business Administration
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science, Business Administration
Axa Advisors September 1991 - Present
Transit Automotive April 1981 - August 1991
Car Sensations April 1981 - August 1991
Chrysler August 1971 - April 1981
Skills
Life Insurance Planning, Retirement Planning, College Education..., Employee Benefit Design, Health Savings Accounts
Education
Fairleigh Dickinson University 1969 — 1971
MBA, Business Administration
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science, Business Administration
Michael Cremen Michael Cremen's AXA Advisors Experience March 2012 - March 2014
Job Licensed Banker at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2014 - Present
AXA Advisors March 2012 - March 2014
Skills
New Yorl Life and..., Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Finance, Securities, FINRA, Licensing, Networking, Series 7, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Series 63, Retirement, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, IRAs, 401k, Financial Planning
Education
Florida Atlantic University 2006 — 2009
Bachelor's Degree, Finance, General, Minor Marketing
Citizens Financial Group, Inc. September 2014 - Present
AXA Advisors March 2012 - March 2014
Skills
New Yorl Life and..., Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Finance, Securities, FINRA, Licensing, Networking, Series 7, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Series 63, Retirement, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, IRAs, 401k, Financial Planning
Education
Florida Atlantic University 2006 — 2009
Bachelor's Degree, Finance, General, Minor Marketing
John Henry Musick John Henry Musick's AXA Advisors Experience April 2013 - Present
Job Financial Professional/Retirement Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
Skills
Retirement Planning, Strategic Financial...
Education
Florida Gulf Coast University
Associate's degree
AXA Advisors April 2013 - Present
Skills
Retirement Planning, Strategic Financial...
Education
Florida Gulf Coast University
Associate's degree
Cody Anderson Cody Anderson's AXA Advisors Experience 2011 - Present
Job Financial Professional AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2011 - Present
Skills
Retirement Planning, Investment Services, Wealth Management, Estate Planning, Education Planning, Pension Distribution..., Risk Management, Investment planning, Client Education
Education
Buffalo State College
Business Administration, Finance
Erie Community College
Entrepreneurship/Entrepreneurial Studies
Jamestown High School
AXA Advisors 2011 - Present
Skills
Retirement Planning, Investment Services, Wealth Management, Estate Planning, Education Planning, Pension Distribution..., Risk Management, Investment planning, Client Education
Education
Buffalo State College
Business Administration, Finance
Erie Community College
Entrepreneurship/Entrepreneurial Studies
Jamestown High School
James Negri James Negri's AXA Advisors Experience February 2013 - May 2013
Job Advancis Medical
Industry
Experience
Advancis Medical December 2013 - Present
Stop and Shop September 2007 - Present
UBS Wealth Management October 2013 - December 2013
AXA Advisors February 2013 - May 2013
Skills
Sports Marketing, Sports Management, Facilities Management, Sports Analysis, Microsoft Office, Leadership, Sales, Microsoft Word, Social Media, Management, Microsoft Excel, PowerPoint, Marketing
Education
Farmingdale State University of New York 2009 — 2013
Advancis Medical December 2013 - Present
Stop and Shop September 2007 - Present
UBS Wealth Management October 2013 - December 2013
AXA Advisors February 2013 - May 2013
Skills
Sports Marketing, Sports Management, Facilities Management, Sports Analysis, Microsoft Office, Leadership, Sales, Microsoft Word, Social Media, Management, Microsoft Excel, PowerPoint, Marketing
Education
Farmingdale State University of New York 2009 — 2013
Christopher Snusz's AXA Advisors Experience July 2011 - April 2015
Job Registered Representative at SGROI FINANCIAL LLC
Industry Financial Services
Experience
SGROI FINANCIAL LLC July 2015 - Present
East Coast Grays Baseball April 2007 - June 2015
AXA Advisors July 2011 - April 2015
Major League Baseball June 1995 - November 2005
Skills
Insurance, COLI, Investments, Securities, Retirement Planning, Wealth Management, Financial Analysis, Executive Benefit..., Estate Planning, Series 63, Series 6, IRAs, 401k Rollovers, Sports
Education
Mercyhurst College 1994 — 1995
Baseball & Sports Management
University of Miami 1993 — 1994
Florida State College at Jacksonville 1992 — 1993
Quincy University 1990 — 1992
Baseball
SGROI FINANCIAL LLC July 2015 - Present
East Coast Grays Baseball April 2007 - June 2015
AXA Advisors July 2011 - April 2015
Major League Baseball June 1995 - November 2005
Skills
Insurance, COLI, Investments, Securities, Retirement Planning, Wealth Management, Financial Analysis, Executive Benefit..., Estate Planning, Series 63, Series 6, IRAs, 401k Rollovers, Sports
Education
Mercyhurst College 1994 — 1995
Baseball & Sports Management
University of Miami 1993 — 1994
Florida State College at Jacksonville 1992 — 1993
Quincy University 1990 — 1992
Baseball
Rhonda Harrell Rhonda Harrell's AXA Advisors Experience July 2013 - November 2013
Job Banking Professional
Industry Banking
Experience
AXA Advisors July 2013 - November 2013
Cadence Bank March 2012 - June 2013
Fifth Third Bank April 2010 - May 2011
Fifth Third Bank February 2006 - April 2010
AmSouth Bank March 1999 - March 2005
Skills
Loans, Small Business Lending, Residential Mortgages, SBA, Consumer Lending, B2B, Sales Management, Direct Sales, Sales Plan, Sales Presentations, Bank Management, Life Insurance, Health Insurance, Disability Insurance, Annuity Sales, Indexed Annuities, Small Business Banking, Consumer Banking, Financial Services, Needs Analysis, Retail Banking, Retirement Planning, Business Services, Line of Business, Cold Calling Experience, Business Networking, Banking, Small Business, Wealth Management, Loan Origination, Sales, Commercial Banking, Finance, Commercial Lending, Leadership
Education
Harding University 1988 — 1990
BA, Business, Management, Marketing, and Related Support Services
Faulkner University 1985 — 1988
Business, Management, Marketing, and Related Support Services
AXA Advisors July 2013 - November 2013
Cadence Bank March 2012 - June 2013
Fifth Third Bank April 2010 - May 2011
Fifth Third Bank February 2006 - April 2010
AmSouth Bank March 1999 - March 2005
Skills
Loans, Small Business Lending, Residential Mortgages, SBA, Consumer Lending, B2B, Sales Management, Direct Sales, Sales Plan, Sales Presentations, Bank Management, Life Insurance, Health Insurance, Disability Insurance, Annuity Sales, Indexed Annuities, Small Business Banking, Consumer Banking, Financial Services, Needs Analysis, Retail Banking, Retirement Planning, Business Services, Line of Business, Cold Calling Experience, Business Networking, Banking, Small Business, Wealth Management, Loan Origination, Sales, Commercial Banking, Finance, Commercial Lending, Leadership
Education
Harding University 1988 — 1990
BA, Business, Management, Marketing, and Related Support Services
Faulkner University 1985 — 1988
Business, Management, Marketing, and Related Support Services
Jorge Doimeadios Jorge Doimeadios's AXA Advisors Experience March 1994 - March 2002
Job Medical Practice Administrator
Industry Medical Practice
Experience
CNSGroup Management August 2008 - Present
Level 5 Leadership & Consulting, LLC October 2004 - July 2008
Registered Representative March 2002 - October 2004
AXA Advisors March 1994 - March 2002
Skills
Physician Relations, Physicians, Management Consulting, Revenue Cycle, Healthcare Consulting, Strategic Financial..., Healthcare Management, EMR, Financial Reporting, Business Planning, Accounting, Operations Management, Internal Controls, Executive Management, Family Medicine, Disease Management, Managerial Finance, Forecasting, Auditing, Insurance, Due Diligence, Financial Planning, Healthcare, Management, Hospitals, Strategic Planning, Healthcare Information..., HIPAA
Education
Florida International University 1987 — 1994
Bachelor's degree, International Relations with a Minor in Political Science
Florida International University
Bachelor's degree
CNSGroup Management August 2008 - Present
Level 5 Leadership & Consulting, LLC October 2004 - July 2008
Registered Representative March 2002 - October 2004
AXA Advisors March 1994 - March 2002
Skills
Physician Relations, Physicians, Management Consulting, Revenue Cycle, Healthcare Consulting, Strategic Financial..., Healthcare Management, EMR, Financial Reporting, Business Planning, Accounting, Operations Management, Internal Controls, Executive Management, Family Medicine, Disease Management, Managerial Finance, Forecasting, Auditing, Insurance, Due Diligence, Financial Planning, Healthcare, Management, Hospitals, Strategic Planning, Healthcare Information..., HIPAA
Education
Florida International University 1987 — 1994
Bachelor's degree, International Relations with a Minor in Political Science
Florida International University
Bachelor's degree
Carlton G. Harrison Jr.,CFP®'s AXA Advisors Experience 1996 - 2009
Job Vice President at OneCambridge, LLC a General Agency of the companies of OneAmerica
Industry Financial Services
Experience
OneCambridge October 2009 - Present
AXA Advisors 1996 - 2009
Mount Sinai Medical Center Miami Beach 1989 - 1996
Ernst & Young 1988 - 1989
Deloitte 1986 - 1988
Education
Florida State University - College of Business 1982 — 1986
Bachelor of Science (B.S.), Accounting
OneCambridge October 2009 - Present
AXA Advisors 1996 - 2009
Mount Sinai Medical Center Miami Beach 1989 - 1996
Ernst & Young 1988 - 1989
Deloitte 1986 - 1988
Education
Florida State University - College of Business 1982 — 1986
Bachelor of Science (B.S.), Accounting
Chad Raudenbush's AXA Advisors Experience October 2011 - November 2014
Job VP, Business Consultant Specialized Industries at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services November 2014 - Present
AXA Advisors October 2011 - November 2014
ING Financial Partners December 2007 - October 2011
Skills
Payment Solutions, Relationship Management, Consulting, Contract Negotiation, Portfolio Management, Financial Analysis, Merchant Services
Education
Florida State University - College of Business 2002 — 2007
Risk Management/Insurance
Bank of America Merchant Services November 2014 - Present
AXA Advisors October 2011 - November 2014
ING Financial Partners December 2007 - October 2011
Skills
Payment Solutions, Relationship Management, Consulting, Contract Negotiation, Portfolio Management, Financial Analysis, Merchant Services
Education
Florida State University - College of Business 2002 — 2007
Risk Management/Insurance
Sang Bae Sang Bae's AXA Advisors Experience October 2003 - May 2006
Job Sr. MTS at The Aerospace Corporation
Industry Defense & Space
Experience
The Aerospace Corporation May 2006 - Present
AXA Advisors October 2003 - May 2006
The Aerospace Corporation May 2002 - October 2003
Raytheon December 1999 - May 2002
Skills
Systems Engineering, Aerospace, Simulations, Matlab, System Design, Fortran, System Architecture, Testing, C++, Security Clearance, Integration, Labview, Analysis, Space Systems
Education
Georgia Institute of Technology 1994 — 1999
M.S. Aerospace Engineering, Flight Dynamics and Control
Embry-Riddle Aeronautical University 1989 — 1994
B.S. Aeronautical Engineering, Aerospace Engineering
The Aerospace Corporation May 2006 - Present
AXA Advisors October 2003 - May 2006
The Aerospace Corporation May 2002 - October 2003
Raytheon December 1999 - May 2002
Skills
Systems Engineering, Aerospace, Simulations, Matlab, System Design, Fortran, System Architecture, Testing, C++, Security Clearance, Integration, Labview, Analysis, Space Systems
Education
Georgia Institute of Technology 1994 — 1999
M.S. Aerospace Engineering, Flight Dynamics and Control
Embry-Riddle Aeronautical University 1989 — 1994
B.S. Aeronautical Engineering, Aerospace Engineering
Monica Llanes's AXA Advisors Experience August 2014 - December 2014
Job Senior Associate at BCM Search
Industry Management Consulting
Experience
BCM Search June 2014 - Present
AXA Advisors August 2014 - December 2014
Children for Development & Behavior July 2014 - August 2014
Skills
Insurance, Applied Behavior..., Sales, Customer Service, Risk Management, Management, Financial Services, SDLC, Process Improvement, Requirements Analysis, Program Management, Vendor Management, Change Management, Management Consulting, Business Process, Finance, Consulting, Business Process...
Education
Florida International University 2009 — 2014
Bachelor of Arts (B.A.), Psychology
BCM Search June 2014 - Present
AXA Advisors August 2014 - December 2014
Children for Development & Behavior July 2014 - August 2014
Skills
Insurance, Applied Behavior..., Sales, Customer Service, Risk Management, Management, Financial Services, SDLC, Process Improvement, Requirements Analysis, Program Management, Vendor Management, Change Management, Management Consulting, Business Process, Finance, Consulting, Business Process...
Education
Florida International University 2009 — 2014
Bachelor of Arts (B.A.), Psychology
Samuel Wolfson Samuel Wolfson's AXA Advisors Experience March 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2010 - Present
Generate March 2008 - July 2009
Creative Artists Agency January 1995 - January 2007
Freelance Film Production October 1988 - January 1995
Skills
Financial Needs Analysis, 401k Plan Review and..., Retirement Planning, Wealth Management, Wealth Preservation..., Long Term Care..., Life Insurance Review
Education
Excelsior College 1997 — 1998
Bachelor's Degree, Psychology
University of Arizona 1982 — 1988
Psychology, Radio TV Film Minor
Fenster School
AXA Advisors March 2010 - Present
Generate March 2008 - July 2009
Creative Artists Agency January 1995 - January 2007
Freelance Film Production October 1988 - January 1995
Skills
Financial Needs Analysis, 401k Plan Review and..., Retirement Planning, Wealth Management, Wealth Preservation..., Long Term Care..., Life Insurance Review
Education
Excelsior College 1997 — 1998
Bachelor's Degree, Psychology
University of Arizona 1982 — 1988
Psychology, Radio TV Film Minor
Fenster School
Chelsea Brown's AXA Advisors Experience January 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
Skills
Strategic Retirement..., Financial Planning, Wealth Management...
Education
Florida State University 2005 — 2009
Bachelor of Science, Management and Finance
AXA Advisors January 2010 - Present
Skills
Strategic Retirement..., Financial Planning, Wealth Management...
Education
Florida State University 2005 — 2009
Bachelor of Science, Management and Finance
Alexander Perdomo's AXA Advisors Experience February 2013 - August 2013
Job Finance Major at Florida State University Graduating 2015
Industry
Experience
AXA Advisors February 2013 - August 2013
Skills
Fluent in Spanish, Fluent in Portuguese, Relevant non-core..., Financial Sales..., Microsoft Office, Customer Service, Teamwork
Education
Florida State University 2013 — 2015
Bachelor of Science (BS), Finance, General
AXA Advisors February 2013 - August 2013
Skills
Fluent in Spanish, Fluent in Portuguese, Relevant non-core..., Financial Sales..., Microsoft Office, Customer Service, Teamwork
Education
Florida State University 2013 — 2015
Bachelor of Science (BS), Finance, General
Vassil Nikolov's AXA Advisors Experience October 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
P&B Capital Group, LLC December 2010 - August 2013
P&B Capital Group August 2010 - December 2010
PENTAGROUP FINANCIAL LLC June 2008 - August 2010
Skills
Finance, Portfolio Management, Credit, Financial Services, Asset Management, Debt Management, Financial Analysis, Credit Risk, Credit Analysis, Retirement Planning, Investments, Accounting, Loans, Accounts Receivable, Insurance
Education
State University of New York College at Buffalo
Erie Community College 2009 — 2011
Associates, Business Administartion
AXA Advisors October 2013 - Present
P&B Capital Group, LLC December 2010 - August 2013
P&B Capital Group August 2010 - December 2010
PENTAGROUP FINANCIAL LLC June 2008 - August 2010
Skills
Finance, Portfolio Management, Credit, Financial Services, Asset Management, Debt Management, Financial Analysis, Credit Risk, Credit Analysis, Retirement Planning, Investments, Accounting, Loans, Accounts Receivable, Insurance
Education
State University of New York College at Buffalo
Erie Community College 2009 — 2011
Associates, Business Administartion
Joe Lauro's AXA Advisors Experience July 2009 - September 2013
Job
Industry Financial Services
Experience
AXA Advisors July 2009 - September 2013
Sysco Foods August 2005 - January 2007
Outback Steakhouse February 2004 - August 2005
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Sales, Customer Satisfaction, Training
Education
Florida State University 1997 — 2000
Bachelor's degree, Hospitality Administration/Management
AXA Advisors July 2009 - September 2013
Sysco Foods August 2005 - January 2007
Outback Steakhouse February 2004 - August 2005
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Sales, Customer Satisfaction, Training
Education
Florida State University 1997 — 2000
Bachelor's degree, Hospitality Administration/Management
Reginald Harrison Reginald Harrison's AXA Advisors Experience November 2009 - May 2010
Job Registered Investment Advisor at USAdvisors Wealth Management, LLC.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
USAdvisors Wealth Management, LLC. September 2013 - Present
Wells Fargo Advisors December 2010 - August 2013
Self Employed May 2010 - December 2010
AXA Advisors November 2009 - May 2010
Self Employed May 2009 - November 2009
IBM August 2007 - May 2009
IBM May 1997 - August 2007
Hewlett-Packard May 1993 - June 1997
General Dynamics July 1989 - May 1993
Education
Ferris State University 1991 — 1994
Master's Degree, Computer Information System Management
Jackson State University 1985 — 1989
Bachelor's Degree, Business Finance
Luke M. Powers Catholic High School
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
USAdvisors Wealth Management, LLC. September 2013 - Present
Wells Fargo Advisors December 2010 - August 2013
Self Employed May 2010 - December 2010
AXA Advisors November 2009 - May 2010
Self Employed May 2009 - November 2009
IBM August 2007 - May 2009
IBM May 1997 - August 2007
Hewlett-Packard May 1993 - June 1997
General Dynamics July 1989 - May 1993
Education
Ferris State University 1991 — 1994
Master's Degree, Computer Information System Management
Jackson State University 1985 — 1989
Bachelor's Degree, Business Finance
Luke M. Powers Catholic High School
Jon Hurm's AXA Advisors Experience July 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Denville Scientific October 2010 - June 2015
Polk County Lacrosse Association, LLC March 2010 - August 2010
Jon Hurm's Personal Training Inc. August 2008 - August 2010
Minnesota State University, Mankato January 2008 - March 2008
Skills
Wealth Management, Investment Planning, Financial Services, Estate Planning..., Retirement Planning, Retirement Planning..., Wealth Preservation..., Estate Conservation..., Pension Distribution..., IRA Distribution..., 401k distribution...
Education
Florida Southern College 2008 — 2010
Business Administration
Minnesota State University, Mankato 2006 — 2008
B.S., Sports Management
The University of South Dakota 2004 — 2006
Business Management
AXA Advisors July 2015 - Present
Denville Scientific October 2010 - June 2015
Polk County Lacrosse Association, LLC March 2010 - August 2010
Jon Hurm's Personal Training Inc. August 2008 - August 2010
Minnesota State University, Mankato January 2008 - March 2008
Skills
Wealth Management, Investment Planning, Financial Services, Estate Planning..., Retirement Planning, Retirement Planning..., Wealth Preservation..., Estate Conservation..., Pension Distribution..., IRA Distribution..., 401k distribution...
Education
Florida Southern College 2008 — 2010
Business Administration
Minnesota State University, Mankato 2006 — 2008
B.S., Sports Management
The University of South Dakota 2004 — 2006
Business Management
Biron Smythe's AXA Advisors Experience August 2012 - May 2013
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Kristin Pedoulas Kristin Pedoulas's AXA Advisors Experience May 2006 - June 2007
Job Real Time Trader, West at The Energy Authority
Industry Oil & Energy
Experience
Rodan + Fields Dermatologists November 2013 - Present
The Energy Authority April 2013 - Present
The Energy Authority April 2011 - April 2013
The Energy Authority September 2008 - April 2011
Merrill Lynch July 2007 - September 2008
AXA Advisors May 2006 - June 2007
Skills
Commodity, Commodity Markets, Electricity Markets, Energy, Energy Markets, Financial Analysis, Financial Modeling, Natural Gas, Portfolio Management, Risk Management, Trading, Energy Industry, Power Trading
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Business
Florida State University - College of Business 2004 — 2006
Bachelors of Science in Finance, Finance
University of North Carolina at Charlotte 2002 — 2004
Business
Rodan + Fields Dermatologists November 2013 - Present
The Energy Authority April 2013 - Present
The Energy Authority April 2011 - April 2013
The Energy Authority September 2008 - April 2011
Merrill Lynch July 2007 - September 2008
AXA Advisors May 2006 - June 2007
Skills
Commodity, Commodity Markets, Electricity Markets, Energy, Energy Markets, Financial Analysis, Financial Modeling, Natural Gas, Portfolio Management, Risk Management, Trading, Energy Industry, Power Trading
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Business
Florida State University - College of Business 2004 — 2006
Bachelors of Science in Finance, Finance
University of North Carolina at Charlotte 2002 — 2004
Business
Moore Reuel Moore Reuel's AXA Advisors Experience October 2006 - April 2011
Job Personal Financial Representative at Allstate New Jersey
Industry Financial Services
Experience
Allstate New Jersey June 2011 - Present
AXA Advisors October 2006 - April 2011
Proforma Corp 2001 - June 2005
Skills
Retirement Planning, Retirement, Insurance, Fixed Annuities, Sales, Time Management, Customer Service, Finance, Employee Benefits, Term Life Insurance, Long-term Care, Life Insurance, Long Term Care Insurance, Process Improvement
Education
Fairleigh Dickinson University 1977 — 1981
BS, Biology
Fairleigh Dickinson University-Metropolitan Campus, Seton Hall Prep HS
Allstate New Jersey June 2011 - Present
AXA Advisors October 2006 - April 2011
Proforma Corp 2001 - June 2005
Skills
Retirement Planning, Retirement, Insurance, Fixed Annuities, Sales, Time Management, Customer Service, Finance, Employee Benefits, Term Life Insurance, Long-term Care, Life Insurance, Long Term Care Insurance, Process Improvement
Education
Fairleigh Dickinson University 1977 — 1981
BS, Biology
Fairleigh Dickinson University-Metropolitan Campus, Seton Hall Prep HS
Nathan Cowan Nathan Cowan's AXA Advisors Experience December 2009 - August 2012
Job Quality Assurance Manager at Southern Spring and Stamping, Inc.
Industry Mechanical or Industrial Engineering
Experience
Southern Spring & Stamping Inc April 2014 - Present
Venice Gondolier Sun August 2005 - Present
Tampa Bay Times - Times Publishing Co August 2007 - December 2014
Smart Records Management August 2012 - March 2014
AXA Advisors December 2009 - August 2012
The Law Firm for Family Law September 2008 - January 2009
AARP August 2007 - September 2008
Skills
Manufacturing, Quality Assurance, Press Releases, Public Relations, Editing, Marketing, Marketing Strategy, Newsletters, Media Relations, Sales, Blogging, Social Networking, Facebook, Social Media Marketing, Management, Social Media, Copy Editing, Publications, Sports Writing, Sports, Marketing Communications
Education
University of South Florida 2006 — 2008
B.A., Mass Communications - Journalism and Media Studies
Florida State University 2001 — 2005
B.A., English - Creative Writing
Venice High School 1997 — 2001
Diploma
Southern Spring & Stamping Inc April 2014 - Present
Venice Gondolier Sun August 2005 - Present
Tampa Bay Times - Times Publishing Co August 2007 - December 2014
Smart Records Management August 2012 - March 2014
AXA Advisors December 2009 - August 2012
The Law Firm for Family Law September 2008 - January 2009
AARP August 2007 - September 2008
Skills
Manufacturing, Quality Assurance, Press Releases, Public Relations, Editing, Marketing, Marketing Strategy, Newsletters, Media Relations, Sales, Blogging, Social Networking, Facebook, Social Media Marketing, Management, Social Media, Copy Editing, Publications, Sports Writing, Sports, Marketing Communications
Education
University of South Florida 2006 — 2008
B.A., Mass Communications - Journalism and Media Studies
Florida State University 2001 — 2005
B.A., English - Creative Writing
Venice High School 1997 — 2001
Diploma
Jacqueline Grellinger's AXA Advisors Experience April 2011 - Present
Job Experienced Financial Professional at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
Nestler Poletto Sotheby's International Realty September 2007 - April 2010
Coldwell Banker Residential Real Estate Inc. April 2002 - August 2007
Arvida March 1998 - April 2002
Prudential February 1996 - March 1998
Skills
Investment Services, Investment Strategies, Investment Planning, Financial Services, Financial Strategies, Financial Needs Analysis, Insurance Planning, Insurance Services, Insurance Strategies, Long-Term Care Planning..., Estate Planning..., Retirement Planning, Retirement Planning..., Retirement Planning..., Business Succession, Business Succession..., Business Succession..., Executive Benefits..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Deferred Investment..., Tax-Efficient Investing..., Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Wealth Management, Customer Service
Education
Florida Atlantic University 2010 — 2012
Certified Financial Planner Program
Franklin College Switzerland 1990 — 1993
BA, International Business Management
Goethe-Institut
AXA Advisors April 2011 - Present
Nestler Poletto Sotheby's International Realty September 2007 - April 2010
Coldwell Banker Residential Real Estate Inc. April 2002 - August 2007
Arvida March 1998 - April 2002
Prudential February 1996 - March 1998
Skills
Investment Services, Investment Strategies, Investment Planning, Financial Services, Financial Strategies, Financial Needs Analysis, Insurance Planning, Insurance Services, Insurance Strategies, Long-Term Care Planning..., Estate Planning..., Retirement Planning, Retirement Planning..., Retirement Planning..., Business Succession, Business Succession..., Business Succession..., Executive Benefits..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Deferred Investment..., Tax-Efficient Investing..., Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Wealth Management, Customer Service
Education
Florida Atlantic University 2010 — 2012
Certified Financial Planner Program
Franklin College Switzerland 1990 — 1993
BA, International Business Management
Goethe-Institut
Alexis Savva Alexis Savva's AXA Advisors Experience April 2015 - Present
Job Mass Marketing Events Intern at National MS Society
Industry Public Relations and Communications
Experience
National MS Society August 2015 - Present
AXA Advisors April 2015 - Present
The Odyssey // Olympia Media Group December 2014 - 2015
Coburn Communication, Inc. January 2014 - May 2014
Prestige Home Builders April 2008 - 2014
Skills
Microsoft Office, Public Relations, Facebook, PowerPoint, Social Media, Event Planning, Social Media Marketing, Press Releases, Social Networking, Public Speaking, Blogging, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor's degree, Communication, General
Florida Atlantic University 2011 — 2012
Marketing
National MS Society August 2015 - Present
AXA Advisors April 2015 - Present
The Odyssey // Olympia Media Group December 2014 - 2015
Coburn Communication, Inc. January 2014 - May 2014
Prestige Home Builders April 2008 - 2014
Skills
Microsoft Office, Public Relations, Facebook, PowerPoint, Social Media, Event Planning, Social Media Marketing, Press Releases, Social Networking, Public Speaking, Blogging, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor's degree, Communication, General
Florida Atlantic University 2011 — 2012
Marketing
Hermes Conesa Barrionuevo's AXA Advisors Experience February 2013 - May 2014
Job Financial Solutions Advisor Assistant Vice President
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
AXA Advisors February 2013 - May 2014
Claro Puerto Rico November 2010 - May 2013
Citi 2004 - 2011
Citi 2006 - 2007
Citi 2005 - 2006
Skills
Retirement Planning, Portfolio Management, Risk Management, Asset Management, Wealth Management, Fixed Income, Mutual Funds, Asset Allocation, Financial Markets, Investment Strategies, Life Insurance, Equities
Education
Florida International University
Master of Business Administration (MBA)
University of South Florida 2000 — 2003
Bachelor of Business Administration (BBA)
Merrill Lynch June 2014 - Present
AXA Advisors February 2013 - May 2014
Claro Puerto Rico November 2010 - May 2013
Citi 2004 - 2011
Citi 2006 - 2007
Citi 2005 - 2006
Skills
Retirement Planning, Portfolio Management, Risk Management, Asset Management, Wealth Management, Fixed Income, Mutual Funds, Asset Allocation, Financial Markets, Investment Strategies, Life Insurance, Equities
Education
Florida International University
Master of Business Administration (MBA)
University of South Florida 2000 — 2003
Bachelor of Business Administration (BBA)
Nicholas Siciliano Nicholas Siciliano's AXA Advisors Experience January 2011 - April 2011
Job Assurance Associate at EY
Industry Accounting
Experience
EY June 2015 - Present
Cinedigm March 2014 - June 2015
BroadwayAcross America October 2011 - March 2014
AXA Advisors January 2011 - April 2011
Red Eye Distribution June 2010 - August 2010
Skills
Oracle, Hyperion Performance..., SAP, Morningstar, Microsoft Excel, Microsoft Office, Wiffle Ball, Accounting, Budgets, Management
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science (BS), Accounting
EY June 2015 - Present
Cinedigm March 2014 - June 2015
BroadwayAcross America October 2011 - March 2014
AXA Advisors January 2011 - April 2011
Red Eye Distribution June 2010 - August 2010
Skills
Oracle, Hyperion Performance..., SAP, Morningstar, Microsoft Excel, Microsoft Office, Wiffle Ball, Accounting, Budgets, Management
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science (BS), Accounting
Laura Wolfe Laura Wolfe's AXA Advisors Experience 2012 - 2013
Job Vice President, Treasury Management at Hancock Bank
Industry Financial Services
Experience
Hancock Bank February 2015 - Present
Fifth Third Bank 2013 - 2014
AXA Advisors 2012 - 2013
Thrivent Financial 2009 - 2011
Executive National Bank 2007 - 2009
Citibank 2004 - 2007
SouthTrust Bank September 2000 - October 2004
SunTrust Bank 1981 - 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Banking, Merchant Services, Cash Management, Retirement, Finance, Executive Management, Credit, Securities, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Treasury Management, Insurance, Portfolio Management, Life Insurance
Education
Florida State University 1979 — 1981
Bachelor of Arts, Finance
Miami Dade College 1977 — 1979
AA, Business Administration
Hancock Bank February 2015 - Present
Fifth Third Bank 2013 - 2014
AXA Advisors 2012 - 2013
Thrivent Financial 2009 - 2011
Executive National Bank 2007 - 2009
Citibank 2004 - 2007
SouthTrust Bank September 2000 - October 2004
SunTrust Bank 1981 - 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Banking, Merchant Services, Cash Management, Retirement, Finance, Executive Management, Credit, Securities, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Treasury Management, Insurance, Portfolio Management, Life Insurance
Education
Florida State University 1979 — 1981
Bachelor of Arts, Finance
Miami Dade College 1977 — 1979
AA, Business Administration
Grant Wilkins Grant Wilkins's AXA Advisors Experience 2009 - 2011
Job Investment Analyst | Team Scrivner at Stan Johnson Company
Industry Financial Services
Experience
Stan Johnson Company March 2013 - Present
Stan Johnson Company May 2011 - March 2013
AXA Advisors 2009 - 2011
New York Life Insurance Company 2008 - 2009
Group 1 Automotive May 2007 - August 2007
Skills
MS Office Suite, Excel, Financial Analysis, Real Estate, PowerPoint, Real Estate Investment, Market Analysis, Market Research, Research, Data Analysis, Investment Sales, Marketing, Real Estate Economics, Economics, Strategic Planning, Investment Properties, Real Estate Transactions, Brokerage, Investments, Commercial Real Estate
Education
Emory University 2004 — 2008
B.A., Economics
Cascia Hall Preparatory School 2001 — 2004
Stan Johnson Company March 2013 - Present
Stan Johnson Company May 2011 - March 2013
AXA Advisors 2009 - 2011
New York Life Insurance Company 2008 - 2009
Group 1 Automotive May 2007 - August 2007
Skills
MS Office Suite, Excel, Financial Analysis, Real Estate, PowerPoint, Real Estate Investment, Market Analysis, Market Research, Research, Data Analysis, Investment Sales, Marketing, Real Estate Economics, Economics, Strategic Planning, Investment Properties, Real Estate Transactions, Brokerage, Investments, Commercial Real Estate
Education
Emory University 2004 — 2008
B.A., Economics
Cascia Hall Preparatory School 2001 — 2004
Cody Wojdyla, CFP® Cody Wojdyla, CFP®'s AXA Advisors Experience May 2005 - February 2011
Job Certified Financial Planner ™ professional at Rosemont Financial Group
Industry Financial Services
Experience
Rosemont Financial Group February 2011 - Present
AXA Advisors May 2005 - February 2011
Skills
Retirement Planning, Financial Planning, Mutual Funds, Business Planning, Insurance, Small Business
Education
Rensselaer Polytechnic Institute 2003 — 2005
Business, Finance
Fairfield University 2001 — 2003
Finance
Liverpool High School
Rosemont Financial Group February 2011 - Present
AXA Advisors May 2005 - February 2011
Skills
Retirement Planning, Financial Planning, Mutual Funds, Business Planning, Insurance, Small Business
Education
Rensselaer Polytechnic Institute 2003 — 2005
Business, Finance
Fairfield University 2001 — 2003
Finance
Liverpool High School
Jean-Charles Faust Jean-Charles Faust's AXA Advisors Experience 2004 - 2005
Job International realtor
Industry Commercial Real Estate
Experience
French American Business Council of west Florida March 2008 - Present
Faust Realty, Inc. August 1986 - Present
Workspace Plus by Touax August 1989 - August 2010
French American Business Council of west Florida 2007 - 2008
AXA Advisors 2004 - 2005
AXA Advisors 2004 - 2005
AXA Advisors 2004 - 2005
Education
European Business School 1975 — 1978
Bachelor of Arts, International Trade
Lycee Hoche /St Martin de France 1966 — 1971
baccalaureat, litteraire
French American Business Council of west Florida March 2008 - Present
Faust Realty, Inc. August 1986 - Present
Workspace Plus by Touax August 1989 - August 2010
French American Business Council of west Florida 2007 - 2008
AXA Advisors 2004 - 2005
AXA Advisors 2004 - 2005
AXA Advisors 2004 - 2005
Education
European Business School 1975 — 1978
Bachelor of Arts, International Trade
Lycee Hoche /St Martin de France 1966 — 1971
baccalaureat, litteraire
Nelson Russo's AXA Advisors Experience July 2000 - May 2003
Job National Sales Manager at Origin USA
Industry Wholesale
Experience
Origin USA February 2015 - Present
Independent 2005 - Present
Origin USA October 2014 - February 2015
WinDoor Inc. October 2012 - August 2014
AAA Auto Club South June 2011 - October 2012
Principal Financial Group November 2009 - June 2011
Russo Financial Group May 2003 - November 2009
AXA Advisors July 2000 - May 2003
Skills
Sales, Customer Service, Small Business, Public Speaking, Leadership, Fundraising, Time Management, Coaching
Education
Florida State University 1987 — 1989
Bachelor of Fine Arts (BFA), Acting
Tampa Catholic High School 1980 — 1984
Origin USA February 2015 - Present
Independent 2005 - Present
Origin USA October 2014 - February 2015
WinDoor Inc. October 2012 - August 2014
AAA Auto Club South June 2011 - October 2012
Principal Financial Group November 2009 - June 2011
Russo Financial Group May 2003 - November 2009
AXA Advisors July 2000 - May 2003
Skills
Sales, Customer Service, Small Business, Public Speaking, Leadership, Fundraising, Time Management, Coaching
Education
Florida State University 1987 — 1989
Bachelor of Fine Arts (BFA), Acting
Tampa Catholic High School 1980 — 1984
Daniel Rodriguez Obregon's AXA Advisors Experience May 2013 - June 2013
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
Robert J Stearns Robert J Stearns's AXA Advisors Experience March 2006 - March 2007
Job Licensed Real Estate Salesperson, Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Doreen Bellomo's AXA Advisors Experience October 2011 - June 2012
Job Financial Services
Industry Financial Services
Experience
Lighthouse Financial Network, LLC March 2014 - Present
AXA Advisors October 2011 - June 2012
AXA 2004 - 2008
The MONY Group (acquired by AXA) 1998 - 2004
New York Life Insurance Company 1994 - 1998
Republic National Bank 1992 - 1994
Skills
Marketing, Project Management, Internal Communications, Product Development, Marketing Communications, Team Building, Sales Presentations, Vendor Management, Lead Generation, Sales, Brand Management, Investments, Product Management, Business Process..., Marketing Strategy, Advertising, Technical Writing, Fixed and Variable..., Illustration Support, Internal and External..., Sales desk training, CRM, Market Segmentation, Customer Service, Strategy, Competitive Analysis, Relationship Management, Management, Financial Services, Insurance, Mutual Funds, Strategic Planning, Product Marketing, Retirement Planning, Leadership, Multi-channel Marketing
Education
Saint John's University 1997 — 1999
MBA, Marketing Management
Fashion Institute of Technology 1987 — 1991
Bachelor's degree, Marketing
Lighthouse Financial Network, LLC March 2014 - Present
AXA Advisors October 2011 - June 2012
AXA 2004 - 2008
The MONY Group (acquired by AXA) 1998 - 2004
New York Life Insurance Company 1994 - 1998
Republic National Bank 1992 - 1994
Skills
Marketing, Project Management, Internal Communications, Product Development, Marketing Communications, Team Building, Sales Presentations, Vendor Management, Lead Generation, Sales, Brand Management, Investments, Product Management, Business Process..., Marketing Strategy, Advertising, Technical Writing, Fixed and Variable..., Illustration Support, Internal and External..., Sales desk training, CRM, Market Segmentation, Customer Service, Strategy, Competitive Analysis, Relationship Management, Management, Financial Services, Insurance, Mutual Funds, Strategic Planning, Product Marketing, Retirement Planning, Leadership, Multi-channel Marketing
Education
Saint John's University 1997 — 1999
MBA, Marketing Management
Fashion Institute of Technology 1987 — 1991
Bachelor's degree, Marketing
Paul Rodriguez Hernandez Paul Rodriguez Hernandez's AXA Advisors Experience September 2013 - December 2013
Job Intern at NYS Assembly
Industry Financial Services
Experience
NYS Assembly January 2014 - Present
AXA Advisors September 2013 - December 2013
The Wendy's Company October 2012 - May 2013
The New Brothers Grocery June 2008 - August 2012
Skills
ERP Software
Education
Farmingdale State University of New York 2009 — 2014
Bachelor of Science (BS) in Business Management, Business Management
NYS Assembly January 2014 - Present
AXA Advisors September 2013 - December 2013
The Wendy's Company October 2012 - May 2013
The New Brothers Grocery June 2008 - August 2012
Skills
ERP Software
Education
Farmingdale State University of New York 2009 — 2014
Bachelor of Science (BS) in Business Management, Business Management
Chad Michaels's AXA Advisors Experience March 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Manor Auctions Auctioneers & Appraisers June 2010 - March 2014
Centurion Auctions January 2013 - February 2014
Affiliated Auctions December 2008 - June 2010
Skills
Retirement Planning, College Education..., Insurance Strategies, Business Succession..., Financial Services, 401(k) Distribution..., Pension Distribution..., Wealth Preservation
Education
Florida State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, B
North Fort Myers High School 2004 — 2007
AXA Advisors March 2014 - Present
Manor Auctions Auctioneers & Appraisers June 2010 - March 2014
Centurion Auctions January 2013 - February 2014
Affiliated Auctions December 2008 - June 2010
Skills
Retirement Planning, College Education..., Insurance Strategies, Business Succession..., Financial Services, 401(k) Distribution..., Pension Distribution..., Wealth Preservation
Education
Florida State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, B
North Fort Myers High School 2004 — 2007
Gerard Bessette, MBA Gerard Bessette, MBA's AXA Advisors Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
3D Babies October 2013 - Present
SME July 2012 - Present
Ozen Engineering Inc June 2012 - March 2013
Comerica Bank September 2007 - May 2012
Wells Fargo Bank July 2006 - September 2007
The Westin Hotel December 2003 - July 2006
Apple Computer September 2004 - September 2005
Education
Golden Gate University 2010 — 2011
M.B.A, Management
San Jose State University 2005 — 2007
BA, Economics
Foothill College 2002 — 2005
A.A, Economics
American Academy of Aeronautics
Pilot License, Aeronautics
AXA Advisors October 2014 - Present
3D Babies October 2013 - Present
SME July 2012 - Present
Ozen Engineering Inc June 2012 - March 2013
Comerica Bank September 2007 - May 2012
Wells Fargo Bank July 2006 - September 2007
The Westin Hotel December 2003 - July 2006
Apple Computer September 2004 - September 2005
Education
Golden Gate University 2010 — 2011
M.B.A, Management
San Jose State University 2005 — 2007
BA, Economics
Foothill College 2002 — 2005
A.A, Economics
American Academy of Aeronautics
Pilot License, Aeronautics
Ashley Schur's AXA Advisors Experience April 2005 - July 2006
Job Data Analyst at Healthesystems
Industry Management Consulting
Experience
Healthesystems July 2012 - Present
Revenue Management Solutions August 2007 - July 2012
Revenue Management Solutions January 2009 - December 2011
Revenue Management Solutions August 2007 - December 2008
Kforce Inc. December 2006 - August 2007
AXA Advisors April 2005 - July 2006
Skills
Analytics, Pricing, Excel, Customer Relations, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Microsoft SQL Server, Microsoft Excel, Data Mining, Analysis, Management, Team Building, Forecasting, Training, Leadership, SQL, CRM
Education
Florida State University 2000 — 2004
Business, Finance and Multinational Business
Florida State University
Healthesystems July 2012 - Present
Revenue Management Solutions August 2007 - July 2012
Revenue Management Solutions January 2009 - December 2011
Revenue Management Solutions August 2007 - December 2008
Kforce Inc. December 2006 - August 2007
AXA Advisors April 2005 - July 2006
Skills
Analytics, Pricing, Excel, Customer Relations, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Microsoft SQL Server, Microsoft Excel, Data Mining, Analysis, Management, Team Building, Forecasting, Training, Leadership, SQL, CRM
Education
Florida State University 2000 — 2004
Business, Finance and Multinational Business
Florida State University
Alisha Martin Alisha Martin's AXA Advisors Experience 2004 - May 2012
Job Admistrative Marketing Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2004 - May 2012
Commercial Letter, Inc. 1995 - 2001
Education
Webster University 2009 — 2012
MA, Marketing
Fontbonne University 2005 — 2009
BBA, Business
AXA Advisors 2004 - May 2012
Commercial Letter, Inc. 1995 - 2001
Education
Webster University 2009 — 2012
MA, Marketing
Fontbonne University 2005 — 2009
BBA, Business
Brandon Hernandez Brandon Hernandez's AXA Advisors Experience 2010 - February 2012
Job High School Math Teacher at Lawrence Public Schools
Industry Education Management
Experience
Lawrence Public Schools August 2012 - Present
Farmers Insurance February 2012 - August 2012
AXA Advisors 2010 - February 2012
Lawrence Public Schools August 2006 - May 2010
Education
University of Phoenix 2009 — 2011
MBA, Business
Emporia State University 2003 — 2006
BSE, Math Education
Lawrence Public Schools August 2012 - Present
Farmers Insurance February 2012 - August 2012
AXA Advisors 2010 - February 2012
Lawrence Public Schools August 2006 - May 2010
Education
University of Phoenix 2009 — 2011
MBA, Business
Emporia State University 2003 — 2006
BSE, Math Education
Rob Wells, CFP®'s AXA Advisors Experience January 2007 - June 2009
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2012 - Present
VantagePointe Financial Group July 2009 - December 2011
AXA Advisors January 2007 - June 2009
Edward Jones 2006 - 2007
Oak Express 2002 - 2005
Education
Evangel College 1997 — 2002
BBA, Management/Biblical Studies
Ronald Blue & Co. January 2012 - Present
VantagePointe Financial Group July 2009 - December 2011
AXA Advisors January 2007 - June 2009
Edward Jones 2006 - 2007
Oak Express 2002 - 2005
Education
Evangel College 1997 — 2002
BBA, Management/Biblical Studies
Brian Medina Brian Medina's AXA Advisors Experience February 2009 - January 2010
Job MidMarket Account Executive at Florida Blue (BlueCross BlueShield of Florida)
Industry Insurance
Experience
Florida Blue February 2014 - Present
Florida Blue (BlueCross BlueShield of Florida) January 2010 - February 2014
AXA Advisors February 2009 - January 2010
Wells Fargo Home Mortgage August 2002 - February 2009
Skills
New Business Development, Risk Management, Insurance, Sales, Health Insurance, Customer Service
Education
Florida International University 1994 — 1998
B.A., Political Science
Florida Blue February 2014 - Present
Florida Blue (BlueCross BlueShield of Florida) January 2010 - February 2014
AXA Advisors February 2009 - January 2010
Wells Fargo Home Mortgage August 2002 - February 2009
Skills
New Business Development, Risk Management, Insurance, Sales, Health Insurance, Customer Service
Education
Florida International University 1994 — 1998
B.A., Political Science
Kendal Beatty's AXA Advisors Experience May 2015 - August 2015
Job Aspiring Financial Professional
Industry Financial Services
Experience
AXA Advisors May 2015 - August 2015
Florida State University October 2013 - August 2015
AXA Advisors May 2014 - August 2014
AXA Advisors June 2013 - August 2013
AXA Advisors June 2011 - August 2011
Skills
PowerPoint, Time Management, Microsoft Office, Facebook, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Research, Customer Service, Social Networking, Leadership, Organizational..., LinkedIn, Fundraising, Community Outreach, Public Relations, Event Management
Education
Florida State University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
AXA Advisors May 2015 - August 2015
Florida State University October 2013 - August 2015
AXA Advisors May 2014 - August 2014
AXA Advisors June 2013 - August 2013
AXA Advisors June 2011 - August 2011
Skills
PowerPoint, Time Management, Microsoft Office, Facebook, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Research, Customer Service, Social Networking, Leadership, Organizational..., LinkedIn, Fundraising, Community Outreach, Public Relations, Event Management
Education
Florida State University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Michael Freker,CFP®,ChFC's AXA Advisors Experience August 2005 - Present
Job
Industry Financial Services
Experience
Enterprise Strategies Group September 2013 - Present
AXA Advisors August 2005 - Present
Downtown Business Connection February 2006 - January 2012
AIG/American General Securities,Inc August 2003 - August 2005
ING Financial Advisors October 1999 - August 2003
United Securities Alliance 1996 - 1999
Allmerica 1991 - 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Financial Planners, Fixed Annuity Services, Investment Planning, Long Term Care..., Life Insurance Planning, Disability Insurance..., Mutual Fund Services
Education
Florida State University 1980 — 1984
BS, Business Administration
Enterprise Strategies Group September 2013 - Present
AXA Advisors August 2005 - Present
Downtown Business Connection February 2006 - January 2012
AIG/American General Securities,Inc August 2003 - August 2005
ING Financial Advisors October 1999 - August 2003
United Securities Alliance 1996 - 1999
Allmerica 1991 - 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Financial Planners, Fixed Annuity Services, Investment Planning, Long Term Care..., Life Insurance Planning, Disability Insurance..., Mutual Fund Services
Education
Florida State University 1980 — 1984
BS, Business Administration
Gaetano Danza's AXA Advisors Experience September 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
Chumney & Associates April 2012 - June 2015
Eurotek Designs Inc January 2010 - January 2012
Skills
Music Videos, TV Commercials, Event Planning, Trade Promotion..., Radio Promotions, Sales, Automotive Products, Product Design, Motorsports Marketing, Marketing Strategy, Advertising, On-camera Talent, Talent Acquisition, Movie Stunts and Driving, Automotive Advertising, Marketing, Advertising Sales, Media Buying, Radio Advertising, Account Management, Commercials, Customer Retention, Online Advertising, Email Marketing, Project Management
Education
Florida Atlantic University 2008 — 2010
Bachelor of Business Administration (B.B.A.)
AXA Advisors September 2015 - Present
Chumney & Associates April 2012 - June 2015
Eurotek Designs Inc January 2010 - January 2012
Skills
Music Videos, TV Commercials, Event Planning, Trade Promotion..., Radio Promotions, Sales, Automotive Products, Product Design, Motorsports Marketing, Marketing Strategy, Advertising, On-camera Talent, Talent Acquisition, Movie Stunts and Driving, Automotive Advertising, Marketing, Advertising Sales, Media Buying, Radio Advertising, Account Management, Commercials, Customer Retention, Online Advertising, Email Marketing, Project Management
Education
Florida Atlantic University 2008 — 2010
Bachelor of Business Administration (B.B.A.)
Mary Katherine Stine's AXA Advisors Experience January 2008 - June 2008
Job Private Equity
Industry Investment Management
Experience
Tower Three Partners February 2013 - Present
Diamondback Capital Management June 2009 - December 2012
AXA Advisors January 2008 - June 2008
Boston's WB/WLVI/WB56 September 2003 - December 2006
The Kennedy Center Inc. May 2002 - December 2004
Education
Emmanuel College 2003 — 2007
Bachelor’s Degree, English
Tower Three Partners February 2013 - Present
Diamondback Capital Management June 2009 - December 2012
AXA Advisors January 2008 - June 2008
Boston's WB/WLVI/WB56 September 2003 - December 2006
The Kennedy Center Inc. May 2002 - December 2004
Education
Emmanuel College 2003 — 2007
Bachelor’s Degree, English
Marcia Englefield Marcia Englefield's AXA Advisors Experience May 2008 - July 2009
Job Program Manager at Bridge2 Solutions
Industry Computer Software
Experience
Bridge2 Solutions December 2014 - Present
Bridge2 Solutions January 2014 - December 2014
Bridge2 Solutions May 2013 - December 2013
TSYS May 2011 - April 2013
TSYS August 2010 - April 2011
3by400, Inc. July 2009 - August 2010
AXA Advisors May 2008 - July 2009
RedPrairie Corp. September 2007 - August 2008
FUNDtech June 2007 - September 2007
RedPrairie Corp. July 2006 - June 2007
Skills
Lean Six Sigma, Program Management, Business Process, Project Management, Software Implementation, Product Management, SDLC, Cross-functional Team..., Business Analysis, Software Project..., Requirements Analysis, Leadership, Management, Solution Architecture, Integration, Process Improvement, Management Consulting, Consulting, Software Documentation, Business Process..., Agile Methodologies, Account Management, System Configuration, Credit Cards, Matrix Management, Training, Analysis
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, IT
Pomona College 1990 — 1994
BA, Government
Springside School 1988 — 1990
St. Paul Academy 1985 — 1990
Bridge2 Solutions December 2014 - Present
Bridge2 Solutions January 2014 - December 2014
Bridge2 Solutions May 2013 - December 2013
TSYS May 2011 - April 2013
TSYS August 2010 - April 2011
3by400, Inc. July 2009 - August 2010
AXA Advisors May 2008 - July 2009
RedPrairie Corp. September 2007 - August 2008
FUNDtech June 2007 - September 2007
RedPrairie Corp. July 2006 - June 2007
Skills
Lean Six Sigma, Program Management, Business Process, Project Management, Software Implementation, Product Management, SDLC, Cross-functional Team..., Business Analysis, Software Project..., Requirements Analysis, Leadership, Management, Solution Architecture, Integration, Process Improvement, Management Consulting, Consulting, Software Documentation, Business Process..., Agile Methodologies, Account Management, System Configuration, Credit Cards, Matrix Management, Training, Analysis
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, IT
Pomona College 1990 — 1994
BA, Government
Springside School 1988 — 1990
St. Paul Academy 1985 — 1990
Alexandra Pickett's AXA Advisors Experience June 2015 - August 2015
Job Marketing Intern at AXA Advisors
Industry
Experience
AXA Advisors June 2015 - August 2015
Prime - An American Kitchen and Bar May 2014 - July 2014
Lexus December 2013 - January 2014
Sweats Appeal Ltd June 2009 - November 2011
Skills
Social Skills, Leadership, Marketing, Social Media, Social Media Marketing, Microsoft Excel, Management, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Word, Project Management, Strategic Planning, Sales, Customer Service, Communication, Team Building, Team Leadership
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2016
Business Administration and Management, General, 3.8 GPA
Fairfield University 2012 — 2013
Business, Management, Marketing, and Related Support Services
St. Anthonys High School 2008 — 2012
AXA Advisors June 2015 - August 2015
Prime - An American Kitchen and Bar May 2014 - July 2014
Lexus December 2013 - January 2014
Sweats Appeal Ltd June 2009 - November 2011
Skills
Social Skills, Leadership, Marketing, Social Media, Social Media Marketing, Microsoft Excel, Management, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Word, Project Management, Strategic Planning, Sales, Customer Service, Communication, Team Building, Team Leadership
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2016
Business Administration and Management, General, 3.8 GPA
Fairfield University 2012 — 2013
Business, Management, Marketing, and Related Support Services
St. Anthonys High School 2008 — 2012
Emmanuel Agyapong's AXA Advisors Experience January 2014 - June 2014
Job Defined Contributions Brokerage Specialist at Aon
Industry Financial Services
Experience
Aon November 2014 - Present
AXA Advisors January 2014 - June 2014
People's United Bank October 2011 - December 2013
Skills
Financial Analysis, Investment Banking, Sales, Customer Service, Financial Services, Retail Banking, Team Leadership, Financial Reporting, Manage Client..., Lines Of Credit, Coaching, Project Management, Marketing, Risk Management, CRM, Finance, Business Strategy, Banking, Credit, Investments
Education
Fitchburg State University 2010 — 2013
Aon November 2014 - Present
AXA Advisors January 2014 - June 2014
People's United Bank October 2011 - December 2013
Skills
Financial Analysis, Investment Banking, Sales, Customer Service, Financial Services, Retail Banking, Team Leadership, Financial Reporting, Manage Client..., Lines Of Credit, Coaching, Project Management, Marketing, Risk Management, CRM, Finance, Business Strategy, Banking, Credit, Investments
Education
Fitchburg State University 2010 — 2013
Ravisha Agarwal's AXA Advisors Experience January 2013 - May 2013
Job Asst. Project Manager at SAW & Associates
Industry Real Estate
Experience
Wolcott Architecture Interiors (SAW & Associates) November 2013 - Present
AXA Advisors January 2013 - May 2013
Victoria's Secret August 2012 - May 2013
Religare Asset Management Company Public Limited June 2012 - August 2012
Ernst & Young June 2010 - August 2010
Standard Chartered Bank June 2009 - August 2009
Skills
Market Research, Project Management, Financial Modeling, Financial Analysis, Marketing, Corporate Finance, Data Analysis, Microsoft Excel, PowerPoint, Real Estate Financing, Commercial Real Estate..., Social Media, Sales, Microsoft Office, Advertising, Microsoft Word, Finance
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science (B.S.)
ESCP
International Exchange Program
Wolcott Architecture Interiors (SAW & Associates) November 2013 - Present
AXA Advisors January 2013 - May 2013
Victoria's Secret August 2012 - May 2013
Religare Asset Management Company Public Limited June 2012 - August 2012
Ernst & Young June 2010 - August 2010
Standard Chartered Bank June 2009 - August 2009
Skills
Market Research, Project Management, Financial Modeling, Financial Analysis, Marketing, Corporate Finance, Data Analysis, Microsoft Excel, PowerPoint, Real Estate Financing, Commercial Real Estate..., Social Media, Sales, Microsoft Office, Advertising, Microsoft Word, Finance
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science (B.S.)
ESCP
International Exchange Program
Anthony Cottone Anthony Cottone's AXA Advisors Experience 2008 - 2010
Job Tax Reduction Author, Family Office Investments, Certified Financial Planner(R), CPA Educator, Insurance
Industry Investment Management
Experience
Retirement Planning Institute September 2010 - Present
AXA Advisors 2008 - 2010
UBS Wealth Management February 2001 - March 2003
Skills
Alternative Investments, Investment Strategies, Retirement Planning, Retirement, Investments, Fixed Annuities, Life Insurance, Wealth, Finance, Tax, Mutual Funds, Wealth Management, Asset Management, Portfolio Management, Series 7, Wealth Management..., High Net Worth..., Financial Planning, Investment Advisory
Education
The American College 2005 — 2007
Certified Financial Planner(R), Financial Planning
Florida Atlantic University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Retirement Planning Institute September 2010 - Present
AXA Advisors 2008 - 2010
UBS Wealth Management February 2001 - March 2003
Skills
Alternative Investments, Investment Strategies, Retirement Planning, Retirement, Investments, Fixed Annuities, Life Insurance, Wealth, Finance, Tax, Mutual Funds, Wealth Management, Asset Management, Portfolio Management, Series 7, Wealth Management..., High Net Worth..., Financial Planning, Investment Advisory
Education
The American College 2005 — 2007
Certified Financial Planner(R), Financial Planning
Florida Atlantic University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
David Brouwer's AXA Advisors Experience March 2015 - Present
Job Financial Professional at AXA
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Ramblewood Tennis and Health Club January 2014 - April 2015
Saint Mary's Health Management March 1996 - January 2015
Skills
Financial needs analysis, Retirement planning..., Education planning..., Insurance planning...
Education
Ferris State University 1991 — 1995
Bachelor of Sales and Marketing, Professional Tennis Management
Unity Christian
Unity Christian
AXA Advisors March 2015 - Present
Ramblewood Tennis and Health Club January 2014 - April 2015
Saint Mary's Health Management March 1996 - January 2015
Skills
Financial needs analysis, Retirement planning..., Education planning..., Insurance planning...
Education
Ferris State University 1991 — 1995
Bachelor of Sales and Marketing, Professional Tennis Management
Unity Christian
Unity Christian
SCARLETT ZHOU, MBA's AXA Advisors Experience April 2013 - July 2013
Job Credit Risk, Market Risk Professional
Industry Financial Services
Experience
Rapid Ratings International October 2014 - Present
AXA Advisors April 2013 - July 2013
ZHESHANG FUTURES CO., LTD February 2011 - June 2012
XINHU FUTURES CO., LTD November 2008 - January 2011
XINHU FUTURES CO., LTD August 2008 - November 2008
XINHU FUTURES CO., LTD September 2006 - August 2008
Skills
Financial Modeling, Financial Statement..., Derivatives, Financial Risk, Market Risk, Matlab, VBA, Bloomberg, Statistics, Financial Analysis, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, Accouting, 3.9/4.0
Zhejiang University of Technology 2002 — 2006
Bachelor's degree, Information and Computation Science (Applied Mathematics)
Rapid Ratings International October 2014 - Present
AXA Advisors April 2013 - July 2013
ZHESHANG FUTURES CO., LTD February 2011 - June 2012
XINHU FUTURES CO., LTD November 2008 - January 2011
XINHU FUTURES CO., LTD August 2008 - November 2008
XINHU FUTURES CO., LTD September 2006 - August 2008
Skills
Financial Modeling, Financial Statement..., Derivatives, Financial Risk, Market Risk, Matlab, VBA, Bloomberg, Statistics, Financial Analysis, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, Accouting, 3.9/4.0
Zhejiang University of Technology 2002 — 2006
Bachelor's degree, Information and Computation Science (Applied Mathematics)
Nina Lynch's AXA Advisors Experience May 2015 - Present
Job Administrative Assistant at AXA Advisors
Industry Government Administration
Experience
AXA Advisors May 2015 - Present
Four Winds Hospital August 2011 - August 2011
Barnett Associates, Inc July 2009 - November 2010
Barnett Associates, Inc July 2009 - November 2010
Brooks Memorial Hospital October 2006 - February 2009
Brooks Memorial Hospital October 2006 - February 2009
Niagara Mohawk May 2004 - August 2004
Dunkirk Public Schools June 1999 - August 1999
Skills
Sales, PowerPoint, Mutli tasking, Organizing, Teamwork, Data Entry, Filing, Administration, Administrative..., Fax, Microsoft Excel, Microsoft Word, Customer Relations, Salesforce.com, Morningstar
Education
SUNY Brockport 2003 — 2005
BS, Physical Education
Finger Lakes Community College 2001 — 2003
AS, Physical Education
Dunkirk senior high school 1994 — 1998
AXA Advisors May 2015 - Present
Four Winds Hospital August 2011 - August 2011
Barnett Associates, Inc July 2009 - November 2010
Barnett Associates, Inc July 2009 - November 2010
Brooks Memorial Hospital October 2006 - February 2009
Brooks Memorial Hospital October 2006 - February 2009
Niagara Mohawk May 2004 - August 2004
Dunkirk Public Schools June 1999 - August 1999
Skills
Sales, PowerPoint, Mutli tasking, Organizing, Teamwork, Data Entry, Filing, Administration, Administrative..., Fax, Microsoft Excel, Microsoft Word, Customer Relations, Salesforce.com, Morningstar
Education
SUNY Brockport 2003 — 2005
BS, Physical Education
Finger Lakes Community College 2001 — 2003
AS, Physical Education
Dunkirk senior high school 1994 — 1998
Ibrahim Chaudry Ibrahim Chaudry's AXA Advisors Experience November 2010 - May 2011
Job Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group March 2015 - Present
American Funds May 2014 - March 2015
JPMorgan Chase June 2012 - May 2014
JP Morgan Chase May 2011 - May 2012
AXA Advisors November 2010 - May 2011
Skills
Investment Strategies, Financial Analysis, Portfolio Analysis, Discounted Cash Flow..., Financial Modeling, Portfolio Management, Strategy, Mergers & Acquisitions, Analysis, Accounting, Investments, Cash Management, Bloomberg, Equities, Banking
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Florida International University 2004 — 2008
B.B.A., International Business
Florida International University - College of Business 2004 — 2008
B.B.A., International Business
Archbishop Coleman F. Carroll High School 2002 — 2004
Capital Group March 2015 - Present
American Funds May 2014 - March 2015
JPMorgan Chase June 2012 - May 2014
JP Morgan Chase May 2011 - May 2012
AXA Advisors November 2010 - May 2011
Skills
Investment Strategies, Financial Analysis, Portfolio Analysis, Discounted Cash Flow..., Financial Modeling, Portfolio Management, Strategy, Mergers & Acquisitions, Analysis, Accounting, Investments, Cash Management, Bloomberg, Equities, Banking
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Florida International University 2004 — 2008
B.B.A., International Business
Florida International University - College of Business 2004 — 2008
B.B.A., International Business
Archbishop Coleman F. Carroll High School 2002 — 2004
Jason Coopersmith Jason Coopersmith's AXA Advisors Experience August 2014 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
Bayview Loan Servicing, LLC February 2014 - June 2014
Bank of America December 2012 - October 2013
Bank of America April 2011 - December 2012
Bank of America January 2010 - April 2011
1st Continental Mortgage Lenders January 2008 - January 2010
Southcore Mortgage Inc January 2005 - January 2008
Eric Hammonds Mortgage Associates and Realty Inc January 2002 - January 2005
Skills
Financial Needs Analysis, Succession Planning, Retirement Planning, College Funding, Asset Protection
Education
Florida Atlantic University
BA, Finance and International Business
Florida State University
AXA Advisors August 2014 - Present
Bayview Loan Servicing, LLC February 2014 - June 2014
Bank of America December 2012 - October 2013
Bank of America April 2011 - December 2012
Bank of America January 2010 - April 2011
1st Continental Mortgage Lenders January 2008 - January 2010
Southcore Mortgage Inc January 2005 - January 2008
Eric Hammonds Mortgage Associates and Realty Inc January 2002 - January 2005
Skills
Financial Needs Analysis, Succession Planning, Retirement Planning, College Funding, Asset Protection
Education
Florida Atlantic University
BA, Finance and International Business
Florida State University
Eric Rademacher's AXA Advisors Experience May 2012 - July 2012
Job Inbound sales representative
Industry Information Technology and Services
Experience
Arrow Electronics November 2014 - Present
Arrow Electronics June 2013 - Present
Joe Basil Chevrolet August 2012 - June 2013
Torella's June 2005 - June 2013
Amherst Town Clerk June 2012 - July 2012
AXA Advisors May 2012 - July 2012
Skills
Food Service, Cooking, Restaurants, Restaurant Management, Culinary Skills, Food, Catering, Food & Beverage, Customer Service, Food Preparation
Education
Medaille College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.55
Erie Community College 2009 — 2011
associates of business administration, 3.5
Arrow Electronics November 2014 - Present
Arrow Electronics June 2013 - Present
Joe Basil Chevrolet August 2012 - June 2013
Torella's June 2005 - June 2013
Amherst Town Clerk June 2012 - July 2012
AXA Advisors May 2012 - July 2012
Skills
Food Service, Cooking, Restaurants, Restaurant Management, Culinary Skills, Food, Catering, Food & Beverage, Customer Service, Food Preparation
Education
Medaille College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.55
Erie Community College 2009 — 2011
associates of business administration, 3.5
Lindsey Coopersmith's AXA Advisors Experience November 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Skills
Microsoft Word, Microsoft Office, Banking, Strategic Planning, Microsoft Excel, Sales
Education
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General, 3.0
AXA Advisors November 2014 - Present
Skills
Microsoft Word, Microsoft Office, Banking, Strategic Planning, Microsoft Excel, Sales
Education
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General, 3.0
Oscar Francis Oscar Francis's AXA Advisors Experience September 2007 - July 2008
Job Agency Managing Director /Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2008 - Present
AXA Advisors September 2007 - July 2008
Skills
Personal Financial..., Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Disability Insurance, Series 7, Asset Management, Investment Advisory, 401k, Series 66, Financial Advisory, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Civil Engineering
Broward Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Civil Engineering
Sir Syed University of Engineering and Technology 1998 — 1999
Associate of Science (A.S.), Civil Engineering
MassMutual Financial Group July 2008 - Present
AXA Advisors September 2007 - July 2008
Skills
Personal Financial..., Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Disability Insurance, Series 7, Asset Management, Investment Advisory, 401k, Series 66, Financial Advisory, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Civil Engineering
Broward Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Civil Engineering
Sir Syed University of Engineering and Technology 1998 — 1999
Associate of Science (A.S.), Civil Engineering
Vincent F. Parascandola, MBA's AXA Advisors Experience June 2011 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Westchester Retirement Services January 2014 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Fordham University - Graduate School of Business Administration 2010 — 2011
M.B.A., Finance
Fordham University 2006 — 2010
B.S., Finance and Economics
AXA Advisors June 2011 - Present
Westchester Retirement Services January 2014 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Fordham University - Graduate School of Business Administration 2010 — 2011
M.B.A., Finance
Fordham University 2006 — 2010
B.S., Finance and Economics
Na Duan Na Duan's AXA Advisors Experience June 2013 - August 2013
Job Market Risk Consultant at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2015 - Present
Asian Finance Society January 2015 - June 2015
JPMorgan Chase & Co. May 2015 - May 2015
Anchin, Block & Anchin LLP February 2015 - March 2015
China Merchants Bank June 2014 - August 2014
China Merchants Bank February 2014 - August 2014
AXA Advisors June 2013 - August 2013
Career Tu February 2013 - July 2013
China Construction Bank January 2012 - March 2012
China Industrial Bank(兴业银行股份有限公司） June 2011 - August 2011
Skills
Rstudio, Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Financial Modeling, Finance, English, Financial Analysis, Accounting, Bloomberg, Valuation, Equity Research, Economics, Equities, Excel, Word,..., Customer Service, Mandarin, Derivatives, Fixed Income, Credit, Friendly Personality, Catonese, French, Stress Testing, CCAR
Education
Fordham Gabelli School of Business 2012 — 2013
Master's degree, Finance, General, 3.6
Credit Suisse June 2015 - Present
Asian Finance Society January 2015 - June 2015
JPMorgan Chase & Co. May 2015 - May 2015
Anchin, Block & Anchin LLP February 2015 - March 2015
China Merchants Bank June 2014 - August 2014
China Merchants Bank February 2014 - August 2014
AXA Advisors June 2013 - August 2013
Career Tu February 2013 - July 2013
China Construction Bank January 2012 - March 2012
China Industrial Bank(兴业银行股份有限公司） June 2011 - August 2011
Skills
Rstudio, Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Financial Modeling, Finance, English, Financial Analysis, Accounting, Bloomberg, Valuation, Equity Research, Economics, Equities, Excel, Word,..., Customer Service, Mandarin, Derivatives, Fixed Income, Credit, Friendly Personality, Catonese, French, Stress Testing, CCAR
Education
Fordham Gabelli School of Business 2012 — 2013
Master's degree, Finance, General, 3.6
Cliff Mahoney Cliff Mahoney's AXA Advisors Experience June 2007 - October 2008
Job ProcurementStrategic Sourcing at The Blackstone Group
Industry Consumer Goods
Experience
The Blackstone Group July 2013 - Present
Jarden Corporation March 2012 - July 2013
Jarden Corporation December 2009 - March 2012
Jarden Corporation October 2008 - December 2009
AXA Advisors June 2007 - October 2008
Skills
Cross-functional Team..., Finance, Financial Analysis, Financial Modeling, Forecasting, Management, Process Improvement, Procurement, Project Management, Supply Chain, Valuation, Supply Chain Management, Microsoft Excel, Strategy
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
M.B.A, Finance & Business Economics
NYU Poly 2003 — 2007
Fordham Preparatory School 1999 — 2003
The Blackstone Group July 2013 - Present
Jarden Corporation March 2012 - July 2013
Jarden Corporation December 2009 - March 2012
Jarden Corporation October 2008 - December 2009
AXA Advisors June 2007 - October 2008
Skills
Cross-functional Team..., Finance, Financial Analysis, Financial Modeling, Forecasting, Management, Process Improvement, Procurement, Project Management, Supply Chain, Valuation, Supply Chain Management, Microsoft Excel, Strategy
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
M.B.A, Finance & Business Economics
NYU Poly 2003 — 2007
Fordham Preparatory School 1999 — 2003
Anna Volfe's AXA Advisors Experience 2009 - 2009
Job Owner at Addison Yoga Loft
Industry Health, Wellness and Fitness
Experience
Addison Yoga Loft February 2015 - Present
UC Berkeley 2015 - 2015
UCSF 2013 - 2014
Wells Fargo 2012 - 2013
Rackspace Hosting 2011 - 2011
TeleSign 2009 - 2010
AXA Advisors 2009 - 2009
Stanford University 2006 - 2007
Skills
Strategy, Financial Forecasting, Microsoft Excel, Forecasting, Cloud Computing, Business Development, Business Analysis, Project Management, Business Process..., Project Sizing, PowerPoint, Business Planning, Social Media, Online Research, Digital Research, Business Strategy, Corporate Communications, Data Quality Assurance, Project Finance, Financial Variance..., Yoga, Budgets, Oracle Reports, SaaS, Federal Grants..., PeopleSoft, IT Strategy, Budget Monitoring, Cross-functional Team..., Hyperion Planning, Federal Financial..., Finance System..., Driving Operational..., MS Excel Pivot Tables, Excel models, Vlookup, Illustrator, Business Operations, Women Owned Business
Education
University of California, Los Angeles 2007 — 2009
B.A, Economics
Foothill College 2006 — 2007
Pinewood High School 2002 — 2005
Addison Yoga Loft February 2015 - Present
UC Berkeley 2015 - 2015
UCSF 2013 - 2014
Wells Fargo 2012 - 2013
Rackspace Hosting 2011 - 2011
TeleSign 2009 - 2010
AXA Advisors 2009 - 2009
Stanford University 2006 - 2007
Skills
Strategy, Financial Forecasting, Microsoft Excel, Forecasting, Cloud Computing, Business Development, Business Analysis, Project Management, Business Process..., Project Sizing, PowerPoint, Business Planning, Social Media, Online Research, Digital Research, Business Strategy, Corporate Communications, Data Quality Assurance, Project Finance, Financial Variance..., Yoga, Budgets, Oracle Reports, SaaS, Federal Grants..., PeopleSoft, IT Strategy, Budget Monitoring, Cross-functional Team..., Hyperion Planning, Federal Financial..., Finance System..., Driving Operational..., MS Excel Pivot Tables, Excel models, Vlookup, Illustrator, Business Operations, Women Owned Business
Education
University of California, Los Angeles 2007 — 2009
B.A, Economics
Foothill College 2006 — 2007
Pinewood High School 2002 — 2005
Garrett Hynson Garrett Hynson's AXA Advisors Experience June 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Vreasy - Innovative Technology For Short Term Accommodation Management June 2014 - February 2015
Capital Group June 2013 - September 2013
Johnson & Johnson May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Asset Management, Estate Planning, Retirement Planning, Insurance Strategies, Data Analysis, Research
Education
ESADE Business School 2013 — 2014
Master of Science (MS), Finance
University of Virginia 2010 — 2013
Bachelor of Arts (BA), Economics
AXA Advisors June 2015 - Present
Vreasy - Innovative Technology For Short Term Accommodation Management June 2014 - February 2015
Capital Group June 2013 - September 2013
Johnson & Johnson May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Asset Management, Estate Planning, Retirement Planning, Insurance Strategies, Data Analysis, Research
Education
ESADE Business School 2013 — 2014
Master of Science (MS), Finance
University of Virginia 2010 — 2013
Bachelor of Arts (BA), Economics
Albert Parra Albert Parra's AXA Advisors Experience 2005 - 2010
Job Principal at Adalberto Parra, CPA
Industry Accounting
Experience
Adalberto Parra, CPA January 2013 - Present
All Florida Paper, Inc. 2011 - 2013
AXA Advisors 2005 - 2010
Epson America Inc. 1988 - 2002
Skills
Finance, Financial Analysis, Managerial Finance, Financial Reporting, Forecasting, Financial Planning, Account Management, Cloud Computing, Strategic Financial..., Business Planning, Business Development, Management Consulting, Personal Income Tax..., Internal Controls, Business Process, Network Security, Executive Management, Financial Statements, Accounting, Corporate Tax, Risk Management, Business Strategy, Independent Business..., SaaS
Education
Florida International University 1981 — 1983
Bachelor of Arts (B.A.), Accounting
Miami Dade College
Associate of Arts (AA), Business Administration and Management, General
Adalberto Parra, CPA January 2013 - Present
All Florida Paper, Inc. 2011 - 2013
AXA Advisors 2005 - 2010
Epson America Inc. 1988 - 2002
Skills
Finance, Financial Analysis, Managerial Finance, Financial Reporting, Forecasting, Financial Planning, Account Management, Cloud Computing, Strategic Financial..., Business Planning, Business Development, Management Consulting, Personal Income Tax..., Internal Controls, Business Process, Network Security, Executive Management, Financial Statements, Accounting, Corporate Tax, Risk Management, Business Strategy, Independent Business..., SaaS
Education
Florida International University 1981 — 1983
Bachelor of Arts (B.A.), Accounting
Miami Dade College
Associate of Arts (AA), Business Administration and Management, General
Rebecca Alman Rebecca Alman's AXA Advisors Experience June 2014 - July 2014
Job Buying & Planning Intern at Bloomingdale's
Industry Marketing and Advertising
Experience
Bloomingdale's June 2015 - July 2015
Insight Sourcing Group May 2015 - May 2015
AXA Advisors June 2014 - July 2014
Perry Ellis International July 2013 - August 2013
Higer Lichter & Givner May 2013 - June 2013
Perry Ellis International June 2011 - July 2011
The Miami Herald June 2010 - July 2010
Perry Ellis International June 2010 - July 2010
Perry Ellis International June 2009 - July 2009
Skills
Social Media, Microsoft Office, Strategic Planning, Fundraising, Event Planning, Nonprofits, Social Networking, Leadership, Teamwork, Entrepreneurship, Customer Service
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing; Strategy and Management Consulting
Ransom Everglades School 2008 — 2012
Bloomingdale's June 2015 - July 2015
Insight Sourcing Group May 2015 - May 2015
AXA Advisors June 2014 - July 2014
Perry Ellis International July 2013 - August 2013
Higer Lichter & Givner May 2013 - June 2013
Perry Ellis International June 2011 - July 2011
The Miami Herald June 2010 - July 2010
Perry Ellis International June 2010 - July 2010
Perry Ellis International June 2009 - July 2009
Skills
Social Media, Microsoft Office, Strategic Planning, Fundraising, Event Planning, Nonprofits, Social Networking, Leadership, Teamwork, Entrepreneurship, Customer Service
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing; Strategy and Management Consulting
Ransom Everglades School 2008 — 2012
Benjamin South's AXA Advisors Experience January 2011 - December 2011
Job Senior Associate Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
Jose Ignacio Malave's AXA Advisors Experience March 2015 - July 2015
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
AXA Advisors March 2015 - July 2015
Maquiladora Guarenas Packaging June 2014 - August 2014
Maquiladora Guarenas Packaging June 2013 - August 2014
Skills
Microsoft Office, Leadership, Microsoft Excel, Management, Banking, Finance, Business
Education
New York Institute of Technology 2012 — 2015
Bachelor of Science (BS), Business Administration
Florida Institute of Technology 2011 — 2012
Colegio Jefferson 1996 — 2011
High School
J.P. Morgan August 2015 - Present
AXA Advisors March 2015 - July 2015
Maquiladora Guarenas Packaging June 2014 - August 2014
Maquiladora Guarenas Packaging June 2013 - August 2014
Skills
Microsoft Office, Leadership, Microsoft Excel, Management, Banking, Finance, Business
Education
New York Institute of Technology 2012 — 2015
Bachelor of Science (BS), Business Administration
Florida Institute of Technology 2011 — 2012
Colegio Jefferson 1996 — 2011
High School
Thomas J. (Tom) Francis, CFP's AXA Advisors Experience 1998 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
SummitWealth Partners 2009 - Present
AXA Advisors 1998 - Present
Skills
Business Succession..., Education Planning..., Estate Planning..., Financial Planning, Insurance Planning, Insurance Services, Investment Services, IRA Distribution..., Long Term Care Planning..., Retirement Planning..., Retirement Specialist, Tax Efficient Investing..., Wealth Accumulation...
Education
Florida State University - College of Business 1973 — 1975
BS
SummitWealth Partners 2009 - Present
AXA Advisors 1998 - Present
Skills
Business Succession..., Education Planning..., Estate Planning..., Financial Planning, Insurance Planning, Insurance Services, Investment Services, IRA Distribution..., Long Term Care Planning..., Retirement Planning..., Retirement Specialist, Tax Efficient Investing..., Wealth Accumulation...
Education
Florida State University - College of Business 1973 — 1975
BS
Grant Girdner Grant Girdner's AXA Advisors Experience September 2013 - November 2013
Job Accounts Payable Coordinator at Hermanson Company
Industry Aviation & Aerospace
Experience
Hermanson Company September 2015 - Present
Christa Ministries August 2015 - September 2015
Zodiac Aerospace February 2015 - July 2015
Cornerstone Financial Group November 2013 - December 2014
Advanced Refreshment LLC May 2014 - July 2014
AXA Advisors September 2013 - November 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Market Research, International..., Photoshop, Team Leadership, Event Planning, Policy Analysis, SPSS, Management, Analysis
Education
The University of Sheffield 2012 — 2013
Master of Science (MSc), Economics
Florida State University 2010 — 2012
Bachelor of Science (BS), Economics
Interlake High School
Hermanson Company September 2015 - Present
Christa Ministries August 2015 - September 2015
Zodiac Aerospace February 2015 - July 2015
Cornerstone Financial Group November 2013 - December 2014
Advanced Refreshment LLC May 2014 - July 2014
AXA Advisors September 2013 - November 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Market Research, International..., Photoshop, Team Leadership, Event Planning, Policy Analysis, SPSS, Management, Analysis
Education
The University of Sheffield 2012 — 2013
Master of Science (MSc), Economics
Florida State University 2010 — 2012
Bachelor of Science (BS), Economics
Interlake High School
Blaise Kearns's AXA Advisors Experience December 2012 - January 2013
Job Client Service Specialist, Associate II at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
New York Life Insurance Company September 2014 - December 2014
Endicott College January 2012 - November 2014
Country Club of Troy June 2011 - August 2013
AXA Advisors December 2012 - January 2013
United Group of Companies December 2011 - January 2012
Frear Park Municipal Golf Course June 2010 - September 2010
Skills
Microsoft Excel,..., PowerPoint, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Teamwork, Management, Leadership, Time Management, Peer Tutoring, Facebook, Marketing
Education
Endicott College 2011 — 2015
Bachelor of Science, Business Administration - Finance, 3.88
State Street June 2015 - Present
New York Life Insurance Company September 2014 - December 2014
Endicott College January 2012 - November 2014
Country Club of Troy June 2011 - August 2013
AXA Advisors December 2012 - January 2013
United Group of Companies December 2011 - January 2012
Frear Park Municipal Golf Course June 2010 - September 2010
Skills
Microsoft Excel,..., PowerPoint, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Teamwork, Management, Leadership, Time Management, Peer Tutoring, Facebook, Marketing
Education
Endicott College 2011 — 2015
Bachelor of Science, Business Administration - Finance, 3.88
Brian Komar's AXA Advisors Experience January 2013 - May 2014
Job Sr. Manager, Business Development at American Express
Industry Financial Services
Experience
American Express May 2014 - Present
AXA Advisors January 2013 - May 2014
Ironshore Insurance January 2010 - September 2012
Ironshore Insurance January 2008 - January 2010
Ironshore Insurance January 2007 - January 2008
AIG July 2005 - January 2007
Skills
Investments, Risk Management, Underwriting, Financial Analysis, Sales, Management, Life Insurance, D&O, Negotiation, Business Development, Wealth Management, Investment Advisory, Strategic Financial..., Risk Assessment, Term Life Insurance, Universal Life, Variable Annuities
Education
Pace University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing / Management
Florida State University 2002 — 2005
Bachelor's degree, Political Science and Government
American Express May 2014 - Present
AXA Advisors January 2013 - May 2014
Ironshore Insurance January 2010 - September 2012
Ironshore Insurance January 2008 - January 2010
Ironshore Insurance January 2007 - January 2008
AIG July 2005 - January 2007
Skills
Investments, Risk Management, Underwriting, Financial Analysis, Sales, Management, Life Insurance, D&O, Negotiation, Business Development, Wealth Management, Investment Advisory, Strategic Financial..., Risk Assessment, Term Life Insurance, Universal Life, Variable Annuities
Education
Pace University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing / Management
Florida State University 2002 — 2005
Bachelor's degree, Political Science and Government
Alejandro von Hartz's AXA Advisors Experience April 2011 - Present
Job Financial Service Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
AXA Advisors June 2011 - June 2013
Skills
Computer Hardware
Education
Florida International University 2011 — 2014
Bachelor's degree, History
AXA Advisors April 2011 - Present
AXA Advisors June 2011 - June 2013
Skills
Computer Hardware
Education
Florida International University 2011 — 2014
Bachelor's degree, History
Shane Strom Shane Strom's AXA Advisors Experience August 2012 - May 2013
Job Capital Markets Middle Office Analyst
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
AXA Advisors August 2012 - May 2013
Chapel Hill Investment Advisors February 2011 - May 2012
Reed Finance Center (Elon University) September 2010 - May 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Morningstar, Thomson One, LexisNexis, Final Cut Pro, Microsoft Word, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wells Fargo Securities August 2013 - Present
AXA Advisors August 2012 - May 2013
Chapel Hill Investment Advisors February 2011 - May 2012
Reed Finance Center (Elon University) September 2010 - May 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Morningstar, Thomson One, LexisNexis, Final Cut Pro, Microsoft Word, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Matthew LaMura Matthew LaMura's AXA Advisors Experience June 2012 - August 2012
Job Managed Account Advisors (MAA) Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
UBS January 2013 - May 2013
AXA Advisors June 2012 - August 2012
Gateway National Park at Sandy Hook May 2009 - August 2012
Niki International June 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), International Business
Christian Brothers Academy 2005 — 2009
Merrill Lynch December 2013 - Present
UBS January 2013 - May 2013
AXA Advisors June 2012 - August 2012
Gateway National Park at Sandy Hook May 2009 - August 2012
Niki International June 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), International Business
Christian Brothers Academy 2005 — 2009
Rachel Dennis Rachel Dennis's AXA Advisors Experience September 2013 - June 2014
Job Jr. Financial Analyst at Element National Management
Industry Financial Services
Experience
Element National Management June 2014 - Present
AXA Advisors September 2013 - June 2014
Northwestern Mutual August 2013 - October 2013
Naturecast Products August 2008 - July 2013
Skills
Banking, Finance, Insurance, Retirement Planning, Analysis, Sales, Customer Service, Business, Microsoft Excel, Accounting, Budgets, Microsoft Word
Education
Florida Atlantic University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Florida Atlantic University - College of Business
Bachelor's degree, Finance and Financial Management Services
Element National Management June 2014 - Present
AXA Advisors September 2013 - June 2014
Northwestern Mutual August 2013 - October 2013
Naturecast Products August 2008 - July 2013
Skills
Banking, Finance, Insurance, Retirement Planning, Analysis, Sales, Customer Service, Business, Microsoft Excel, Accounting, Budgets, Microsoft Word
Education
Florida Atlantic University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Florida Atlantic University - College of Business
Bachelor's degree, Finance and Financial Management Services
Sean Jacob Sean Jacob's AXA Advisors Experience Member of Pi Sigma Epsilon, Professional Co-ed Business Fraternity in Sales and MarketingPi Sigma Epsilon, Omicron ChapterSeptember 2011 - May 2014
Job Graduate of the University at Buffalo with a BA in Economics
Industry Higher Education
Experience
AXA Advisors Member of Pi Sigma Epsilon, Professional Co-ed Business Fraternity in Sales and MarketingPi Sigma Epsilon, Omicron ChapterSeptember 2011 - May 2014
Skills
Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Leadership, Photoshop, Team Leadership, Public Speaking, People Skills, Sales, Marketing, Communication, Interpersonal..., Adaptability, Social Networking, Event Planning
Education
University at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Economics, Alumni
Farmingdale State University of New York
AXA Advisors Member of Pi Sigma Epsilon, Professional Co-ed Business Fraternity in Sales and MarketingPi Sigma Epsilon, Omicron ChapterSeptember 2011 - May 2014
Skills
Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Leadership, Photoshop, Team Leadership, Public Speaking, People Skills, Sales, Marketing, Communication, Interpersonal..., Adaptability, Social Networking, Event Planning
Education
University at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Economics, Alumni
Farmingdale State University of New York
Eve Erdogan's AXA Advisors Experience August 2001 - January 2003
Job Real Estate Investment Executive
Industry Law Practice
Experience
A.C.T. Investments, Inc. April 2015 - Present
Dentons May 2007 - April 2015
Leaders Law Group February 2003 - April 2007
AXA Advisors August 2001 - January 2003
J.P. Morgan June 2000 - July 2001
KPMG US December 1998 - April 2000
Skills
Native Speaker of..., Commercial Litigation, Litigation, Dispute Resolution, Mergers & Acquisitions, Legal Research, Trade Secrets, Mergers, Civil Litigation, Appeals, Legal Writing, Corporate Law, Estate Planning, Intellectual Property, Trial Practice, Business Litigation, Bankruptcy, Criminal Law, Product Liability, Class Actions, Trials
Education
Emory University
Bachelor's Degree, Finance and Accounting
Georgia State University College of Law
Juris Doctor (J.D.), Law
Johannes Kepler University of Linz, Austria
International Arbitration and Comparative Law
The Hong Kong University of Science and Technology
International Business/Trade/Commerce
Tsinghua University
Intellectual Property Law
A.C.T. Investments, Inc. April 2015 - Present
Dentons May 2007 - April 2015
Leaders Law Group February 2003 - April 2007
AXA Advisors August 2001 - January 2003
J.P. Morgan June 2000 - July 2001
KPMG US December 1998 - April 2000
Skills
Native Speaker of..., Commercial Litigation, Litigation, Dispute Resolution, Mergers & Acquisitions, Legal Research, Trade Secrets, Mergers, Civil Litigation, Appeals, Legal Writing, Corporate Law, Estate Planning, Intellectual Property, Trial Practice, Business Litigation, Bankruptcy, Criminal Law, Product Liability, Class Actions, Trials
Education
Emory University
Bachelor's Degree, Finance and Accounting
Georgia State University College of Law
Juris Doctor (J.D.), Law
Johannes Kepler University of Linz, Austria
International Arbitration and Comparative Law
The Hong Kong University of Science and Technology
International Business/Trade/Commerce
Tsinghua University
Intellectual Property Law
Jin Young Choi Jin Young Choi's AXA Advisors Experience January 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
LivingWell Dental Network Hospital August 2007 - December 2010
Chookbok Corp. March 2001 - May 2007
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Strategic Planning, Research, Photoshop, HTML
Education
University of St. Thomas (TX) 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Seoul National University 1985 — 1986
Study for Master's degree, Environmental Design
Ewha Womans University 1981 — 1985
BS of Art, Interior Design
AXA Advisors January 2012 - Present
LivingWell Dental Network Hospital August 2007 - December 2010
Chookbok Corp. March 2001 - May 2007
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Strategic Planning, Research, Photoshop, HTML
Education
University of St. Thomas (TX) 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Seoul National University 1985 — 1986
Study for Master's degree, Environmental Design
Ewha Womans University 1981 — 1985
BS of Art, Interior Design
William Cannon William Cannon's AXA Advisors Experience April 2014 - July 2014
Job Associate at State Street AIS
Industry Financial Services
Experience
State Street June 2015 - Present
Meridian-IQ July 2014 - October 2014
AXA Advisors April 2014 - July 2014
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Accounting, Financial Modeling, Bloomberg Terminal, Economics
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Don Bosco Prepatory High School 2007 — 2011
State Street June 2015 - Present
Meridian-IQ July 2014 - October 2014
AXA Advisors April 2014 - July 2014
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Accounting, Financial Modeling, Bloomberg Terminal, Economics
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Don Bosco Prepatory High School 2007 — 2011
Damian Harmon Damian Harmon's AXA Advisors Experience January 2008 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2008 - Present
EVERGREEN INVESTMENTS MANAGEMENT COMPANY, LLC May 2000 - July 2007
DEUTSCHE BANK August 1996 - May 2000
Skills
Series 7, NJ/NY Life & Health..., Portfolio Management, Client Relationship..., Fixed Income
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
AXA Advisors January 2008 - Present
EVERGREEN INVESTMENTS MANAGEMENT COMPANY, LLC May 2000 - July 2007
DEUTSCHE BANK August 1996 - May 2000
Skills
Series 7, NJ/NY Life & Health..., Portfolio Management, Client Relationship..., Fixed Income
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
John P. Lepore, MBA's AXA Advisors Experience July 2008 - August 2010
Job Vice President at Lenox Advisors / Wealth Mgmt / Insurance / Group Benefits
Industry Financial Services
Experience
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Nakia Gibson, MBA, MSFS's AXA Advisors Experience March 2008 - January 2012
Job
Industry Financial Services
Experience
EGA Property Preservation, LLC August 2013 - Present
AXA Advisors March 2008 - January 2012
United State Marine Corps April 2004 - February 2005
United States Marine Corps March 2002 - March 2004
United States Marine Corps August 1997 - April 1998
United States Marine Corps July 1996 - July 1997
Skills
Insurance, Investments, Security Clearance, Retirement Planning, Military, Training, DoD
Education
The American College 2012 — 2016
ChCF and CLU Designation
The American College 2012 — 2013
MSFS, Financial Planning, 3.0
South Suburban College 2007 — 2008
AAS, Building Construction Technology, 3.94
Governors State University 2006 — 2007
MBA, Human Resources, 3.91
Governors State University 2005 — 2006
BS, Chemistry, 3.78
Florida Agricultural and Mechanical University 1998 — 2001
BS, Chemical Engineering, 3.42
EGA Property Preservation, LLC August 2013 - Present
AXA Advisors March 2008 - January 2012
United State Marine Corps April 2004 - February 2005
United States Marine Corps March 2002 - March 2004
United States Marine Corps August 1997 - April 1998
United States Marine Corps July 1996 - July 1997
Skills
Insurance, Investments, Security Clearance, Retirement Planning, Military, Training, DoD
Education
The American College 2012 — 2016
ChCF and CLU Designation
The American College 2012 — 2013
MSFS, Financial Planning, 3.0
South Suburban College 2007 — 2008
AAS, Building Construction Technology, 3.94
Governors State University 2006 — 2007
MBA, Human Resources, 3.91
Governors State University 2005 — 2006
BS, Chemistry, 3.78
Florida Agricultural and Mechanical University 1998 — 2001
BS, Chemical Engineering, 3.42
Heather Tancredi's AXA Advisors Experience October 2003 - February 2005
Job SVP, Business Strategy & Initiatives Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
Jung Won An's AXA Advisors Experience April 2013 - December 2013
Job Ecommerce Marketing Coordinator/Data Management at Versa Products, Inc
Industry Consumer Goods
Experience
Versa Products, Inc June 2015 - Present
Freelance February 2011 - Present
AXA Advisors April 2013 - December 2013
CGNTV October 2007 - July 2010
Skills
Marketing, Editing, Public Speaking, Data Analysis, Program Management, Research, CRM, Management, Analysis, Project Planning, Event Planning, Social Media, English, Microsoft Office, Nonprofits, PowerPoint
Education
Emory University 2010 — 2012
Master's degree
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.)
Versa Products, Inc June 2015 - Present
Freelance February 2011 - Present
AXA Advisors April 2013 - December 2013
CGNTV October 2007 - July 2010
Skills
Marketing, Editing, Public Speaking, Data Analysis, Program Management, Research, CRM, Management, Analysis, Project Planning, Event Planning, Social Media, English, Microsoft Office, Nonprofits, PowerPoint
Education
Emory University 2010 — 2012
Master's degree
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.)
Robert Asciutto's AXA Advisors Experience March 2009 - August 2011
Job Manager Market Tech Sales at CME Group
Industry Financial Services
Experience
CME Group May 2013 - Present
Deloitte August 2011 - May 2013
AXA Advisors March 2009 - August 2011
Goldman Sachs Asset Management July 2008 - March 2009
UBS 2003 - 2007
Knight Trading Group 2000 - 2003
Herzog, Heine, Geduld June 1998 - August 1998
Commonwealth Associates 1996 - 1997
Skills
FINRA, Investments, Securities, Insurance, Equities, Fixed Annuities, CRM, Options, Bloomberg, Asset Management, Capital Markets, Derivatives, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Series 7, Trading Systems
Education
Fordham Gabelli School of Business 2005 — 2008
Fordham University 2005 — 2008
MBA, Finance
Wagner College 1996 — 1999
BS, Accounting
CME Group May 2013 - Present
Deloitte August 2011 - May 2013
AXA Advisors March 2009 - August 2011
Goldman Sachs Asset Management July 2008 - March 2009
UBS 2003 - 2007
Knight Trading Group 2000 - 2003
Herzog, Heine, Geduld June 1998 - August 1998
Commonwealth Associates 1996 - 1997
Skills
FINRA, Investments, Securities, Insurance, Equities, Fixed Annuities, CRM, Options, Bloomberg, Asset Management, Capital Markets, Derivatives, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Series 7, Trading Systems
Education
Fordham Gabelli School of Business 2005 — 2008
Fordham University 2005 — 2008
MBA, Finance
Wagner College 1996 — 1999
BS, Accounting
Gentry L Anderson's AXA Advisors Experience November 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Northwestern Mutual Life 2008 - 2011
Wachovia Bank N.A. December 2005 - December 2007
Technical Alliance Recruiters 1999 - 2003
Skills
Risk Management, Retirement Planning, Qualified Retirement..., Special Needs Planning, Business Planning ..., Estate Tax Planning, Executive Planning..., College Funding..., Tax-efficient Investing, Special Needs
Education
Fisk University 1994 — 1998
BS
AXA Advisors November 2011 - Present
Northwestern Mutual Life 2008 - 2011
Wachovia Bank N.A. December 2005 - December 2007
Technical Alliance Recruiters 1999 - 2003
Skills
Risk Management, Retirement Planning, Qualified Retirement..., Special Needs Planning, Business Planning ..., Estate Tax Planning, Executive Planning..., College Funding..., Tax-efficient Investing, Special Needs
Education
Fisk University 1994 — 1998
BS
Gloria A. Camacho,MBA's AXA Advisors Experience December 2008 - April 2009
Job Senior Regulatory & Compliance Analyst
Industry Insurance
Experience
Patriot National Insurance Group June 2012 - Present
Fairlane Financial January 2009 - June 2012
AXA Advisors December 2008 - April 2009
PROGRESSIVE INSURANCE COMPANY December 2005 - December 2008
Progressive Insurance March 1995 - December 2005
Progressive Insurance January 1995 - January 2002
Karps & Sons January 1993 - January 1995
Miami Elevator Company May 1987 - August 1991
Miami Elevator Company January 1987 - January 1991
Skills
Insurance, Disability Insurance, Strategic Financial..., Claim, Asset Managment, Credit, Sales, Fixed Annuities, Property & Casualty..., Long-term Care, Health Insurance, Casualty, Training, Management, New Business Development, Underwriting, Leadership, Negotiation, Marketing, Process Improvement, Liability, Life Insurance, Finance, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation, Brokers
Education
Nova Southeastern University 2004 — 2005
MBA, Business and Finance
Florida International University 1990 — 1994
Bachelor of Public Administration
Patriot National Insurance Group June 2012 - Present
Fairlane Financial January 2009 - June 2012
AXA Advisors December 2008 - April 2009
PROGRESSIVE INSURANCE COMPANY December 2005 - December 2008
Progressive Insurance March 1995 - December 2005
Progressive Insurance January 1995 - January 2002
Karps & Sons January 1993 - January 1995
Miami Elevator Company May 1987 - August 1991
Miami Elevator Company January 1987 - January 1991
Skills
Insurance, Disability Insurance, Strategic Financial..., Claim, Asset Managment, Credit, Sales, Fixed Annuities, Property & Casualty..., Long-term Care, Health Insurance, Casualty, Training, Management, New Business Development, Underwriting, Leadership, Negotiation, Marketing, Process Improvement, Liability, Life Insurance, Finance, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation, Brokers
Education
Nova Southeastern University 2004 — 2005
MBA, Business and Finance
Florida International University 1990 — 1994
Bachelor of Public Administration
Jesse Wexler's AXA Advisors Experience 2007 - 2009
Job Sales Executive at iQ media Corp; President at Seminole Club of NYC
Industry Public Relations and Communications
Experience
iQ media Corp July 2015 - Present
Seminole Club of NYC November 2013 - Present
ZocDoc July 2014 - June 2015
ZocDoc April 2014 - July 2014
HSBC January 2011 - April 2012
JP Morgan Chase 2010 - January 2011
AXA Advisors 2007 - 2009
Tourneau 2006 - 2007
Skills
Series 7, Series 66, Health, Customer Relations, Sales Management, Tailoring, Uniform Combined State..., Investments, Customer Service, Banking, Insurance, Portfolio Management, Analysis, Loans, Social Media, Leadership, Sales, Management, Social Media Marketing, Marketing, PowerPoint, Marketing Strategy, Salesforce.com, Social Networking, Lead Generation, Account Management, Public Speaking, Strategic Planning
Education
Florida State University 2002 — 2006
Bachelor's degree, International Relations and Affairs
Florida State University 2002 — 2006
J P Taravella High School
iQ media Corp July 2015 - Present
Seminole Club of NYC November 2013 - Present
ZocDoc July 2014 - June 2015
ZocDoc April 2014 - July 2014
HSBC January 2011 - April 2012
JP Morgan Chase 2010 - January 2011
AXA Advisors 2007 - 2009
Tourneau 2006 - 2007
Skills
Series 7, Series 66, Health, Customer Relations, Sales Management, Tailoring, Uniform Combined State..., Investments, Customer Service, Banking, Insurance, Portfolio Management, Analysis, Loans, Social Media, Leadership, Sales, Management, Social Media Marketing, Marketing, PowerPoint, Marketing Strategy, Salesforce.com, Social Networking, Lead Generation, Account Management, Public Speaking, Strategic Planning
Education
Florida State University 2002 — 2006
Bachelor's degree, International Relations and Affairs
Florida State University 2002 — 2006
J P Taravella High School
Eric Lybarger's AXA Advisors Experience September 2003 - February 2005
Job Owner Evergreen Global Investment Group
Industry Investment Management
Experience
Evergreen Global Investment Group May 2009 - Present
Shenzhen Airlines 2011 - 2011
Raymond James May 2005 - May 2009
AXA Advisors September 2003 - February 2005
Education
Embry-Riddle Aeronautical University 1993 — 1996
Master of Science Studies, Aeronautics
University of Colorado Boulder 1988 — 1992
Bachelor of Arts, Communication
Heritage HS 1985 — 1988
Evergreen Global Investment Group May 2009 - Present
Shenzhen Airlines 2011 - 2011
Raymond James May 2005 - May 2009
AXA Advisors September 2003 - February 2005
Education
Embry-Riddle Aeronautical University 1993 — 1996
Master of Science Studies, Aeronautics
University of Colorado Boulder 1988 — 1992
Bachelor of Arts, Communication
Heritage HS 1985 — 1988
Christopher Warenkiewicz's AXA Advisors Experience October 2005 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2005 - Present
AXA Advisors October 2005 - Present
AXA Advisors December 1999 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management
Education
Wharton Business School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Fairfield University 1995 — 1999
Bachelor's degree, Psychology
Christian Brothers Academy 1992 — 1995
H.S., Regular/General High School/Secondary Diploma Program
AXA Advisors October 2005 - Present
AXA Advisors October 2005 - Present
AXA Advisors December 1999 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management
Education
Wharton Business School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Fairfield University 1995 — 1999
Bachelor's degree, Psychology
Christian Brothers Academy 1992 — 1995
H.S., Regular/General High School/Secondary Diploma Program
Brad Eisenberg's AXA Advisors Experience July 2013 - April 2014
Job Guidance Support Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments June 2014 - October 2014
Fidelity Investments April 2014 - June 2014
AXA Advisors July 2013 - April 2014
Wealth Financial Group December 2009 - June 2013
Crump Insruance Services August 2007 - December 2009
Self August 1999 - August 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Financial Planners, Life Insurance, IRAs, Estate Planning, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Whole Life, Wealth, Universal Life, Strategic Financial..., Long Term Care Insurance
Education
Florida State University 1995 — 1999
Glenbrook North High School
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments June 2014 - October 2014
Fidelity Investments April 2014 - June 2014
AXA Advisors July 2013 - April 2014
Wealth Financial Group December 2009 - June 2013
Crump Insruance Services August 2007 - December 2009
Self August 1999 - August 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Financial Planners, Life Insurance, IRAs, Estate Planning, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Whole Life, Wealth, Universal Life, Strategic Financial..., Long Term Care Insurance
Education
Florida State University 1995 — 1999
Glenbrook North High School
Gerald C. Grant, Jr.'s AXA Advisors Experience November 1995 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors November 1995 - Present
Citibank March 1993 - June 1995
Great Western Bank June 1984 - February 1993
Skills
Retirement Planning, Wealth Accumulation, Estate Planning
Education
Florida International University - College of Business Administration 1987 — 1989
Master of Business Administration (MBA) 1989, Business Administration
Florida International University - College of Business Administration 1975 — 1978
Bachelor of Business Administration (BBA) 1978, Business Administration
AXA Advisors November 1995 - Present
Citibank March 1993 - June 1995
Great Western Bank June 1984 - February 1993
Skills
Retirement Planning, Wealth Accumulation, Estate Planning
Education
Florida International University - College of Business Administration 1987 — 1989
Master of Business Administration (MBA) 1989, Business Administration
Florida International University - College of Business Administration 1975 — 1978
Bachelor of Business Administration (BBA) 1978, Business Administration
Paige Balchunas's AXA Advisors Experience October 2013 - March 2014
Job Kitchen Manager at Salvation Taco
Industry Hospitality
Experience
Ken Friedman & April Bloomfield Restaurant Group March 2014 - Present
AXA Advisors October 2013 - March 2014
Interaxis Sourcing July 2011 - October 2013
Fashion Avenue Knits December 2008 - November 2010
Reference Point December 2007 - December 2008
Faded Glory for Wal-Mart January 2007 - December 2007
Starr Restaurant Organization June 2006 - September 2007
Skills
Trend Analysis, Product Development, Retail, Apparel, Tech Packs, Trend, Fashion, Textiles, Customer Service, Management
Education
Fashion Institute of Technology 2003 — 2007
Bachelor of Science (BS), Fashion Merchandising
Ken Friedman & April Bloomfield Restaurant Group March 2014 - Present
AXA Advisors October 2013 - March 2014
Interaxis Sourcing July 2011 - October 2013
Fashion Avenue Knits December 2008 - November 2010
Reference Point December 2007 - December 2008
Faded Glory for Wal-Mart January 2007 - December 2007
Starr Restaurant Organization June 2006 - September 2007
Skills
Trend Analysis, Product Development, Retail, Apparel, Tech Packs, Trend, Fashion, Textiles, Customer Service, Management
Education
Fashion Institute of Technology 2003 — 2007
Bachelor of Science (BS), Fashion Merchandising
Renata Ramdass's AXA Advisors Experience Administrative AssistantAXA Advisors2013 - 2013
Job at Internation Benefits Administrators
Industry Financial Services
Experience
AXA Advisors Administrative AssistantAXA Advisors2013 - 2013
International Benefits Administors January 2009 - April 2012
Morgan Stanley 1998 - 2008
Skills
Financial Analysis, Strategic Financial..., Risk Management, Finance, Accounting, Financial Reporting, Investments, Banking, Portfolio Management
Education
Fayetteville State University 1995 — 1997
Bachelor's degree, Economics
AXA Advisors Administrative AssistantAXA Advisors2013 - 2013
International Benefits Administors January 2009 - April 2012
Morgan Stanley 1998 - 2008
Skills
Financial Analysis, Strategic Financial..., Risk Management, Finance, Accounting, Financial Reporting, Investments, Banking, Portfolio Management
Education
Fayetteville State University 1995 — 1997
Bachelor's degree, Economics
Scott Bobo's AXA Advisors Experience March 2011 - March 2013
Job Fulfillment Analyst at HomeFinder.com
Industry Real Estate
Experience
HomeFinder.com February 2014 - Present
HomeFinder.com May 2013 - Present
AXA Advisors March 2011 - March 2013
Swim Atlanta June 2009 - August 2010
Emory University School of Law 2008 - 2009
Skills
Strategic Financial..., Investments, Risk Management, Series 7, Financial Analysis, Retirement Planning, Financial Modeling, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Valuation, Microsoft Office, Microsoft Excel
Education
Roosevelt University 2013 — 2015
Master of Arts (M.A.), Economics
Emory University 2005 — 2009
BA, Economics
Hinsdale Central High School 2001 — 2005
HomeFinder.com February 2014 - Present
HomeFinder.com May 2013 - Present
AXA Advisors March 2011 - March 2013
Swim Atlanta June 2009 - August 2010
Emory University School of Law 2008 - 2009
Skills
Strategic Financial..., Investments, Risk Management, Series 7, Financial Analysis, Retirement Planning, Financial Modeling, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Valuation, Microsoft Office, Microsoft Excel
Education
Roosevelt University 2013 — 2015
Master of Arts (M.A.), Economics
Emory University 2005 — 2009
BA, Economics
Hinsdale Central High School 2001 — 2005
Travis Nelson's AXA Advisors Experience November 2011 - June 2012
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab December 2012 - August 2015
Charles Schwab June 2012 - November 2012
AXA Advisors November 2011 - June 2012
MMT November 2008 - October 2011
Skills
Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel, Project Management, Banking, Asset Management, Financial Services, Financial Modeling
Education
Fairfield University 2004 — 2008
Bachelor of Science, Marketing and Information Systems
Oswego High School 2000 — 2004
Charles Schwab August 2015 - Present
Charles Schwab December 2012 - August 2015
Charles Schwab June 2012 - November 2012
AXA Advisors November 2011 - June 2012
MMT November 2008 - October 2011
Skills
Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel, Project Management, Banking, Asset Management, Financial Services, Financial Modeling
Education
Fairfield University 2004 — 2008
Bachelor of Science, Marketing and Information Systems
Oswego High School 2000 — 2004
John Vesque's AXA Advisors Experience November 1998 - April 2000
Job Broker Dealer & Banking Financial Services
Industry Investment Banking
Experience
Commerzbank AG June 2009 - September 2014
Dresdner Kleinwort Wasserstein January 2003 - June 2009
Investec April 2000 - December 2002
AXA Advisors November 1998 - April 2000
Deutsche Bank March 1997 - October 1998
NatWest March 1990 - March 1997
Skills
Financial Services, Investment Banking, Risk Management, Equities, Back Office, Business Analysis, Settlement, Fixed Income, Operational Risk, Internal Controls, Securities, Six Sigma, Derivatives, Credit Derivatives, Securities Lending, Financial Analysis, Middle Office, AML, Operational Risk..., Strategy, Anti Money Laundering, Bank Secrecy Act, KYC, Management, Auditing, Sales, Series 7
Education
Farmingdale State University of New York
Some College, Business Administration and Management, General
Commerzbank AG June 2009 - September 2014
Dresdner Kleinwort Wasserstein January 2003 - June 2009
Investec April 2000 - December 2002
AXA Advisors November 1998 - April 2000
Deutsche Bank March 1997 - October 1998
NatWest March 1990 - March 1997
Skills
Financial Services, Investment Banking, Risk Management, Equities, Back Office, Business Analysis, Settlement, Fixed Income, Operational Risk, Internal Controls, Securities, Six Sigma, Derivatives, Credit Derivatives, Securities Lending, Financial Analysis, Middle Office, AML, Operational Risk..., Strategy, Anti Money Laundering, Bank Secrecy Act, KYC, Management, Auditing, Sales, Series 7
Education
Farmingdale State University of New York
Some College, Business Administration and Management, General
Donald Halicki's AXA Advisors Experience 2002 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2002 - Present
xpedx 1992 - 2002
Metro News 1980 - 1992
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Disability Insurance, Strategic Planning, Budgets, Financial Analysis, Retirement, Business Planning, Fixed Annuities, Risk Management, Employee Benefits, Securities, Business Strategy, Long Term Care Insurance
Education
State University of New York College at Buffalo 1978 — 1980
Bachelors of Business Administration, Accounting and Marketing
Erie Community College 1976 — 1978
Associates Degree, Business and Accouting
AXA Advisors 2002 - Present
xpedx 1992 - 2002
Metro News 1980 - 1992
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Disability Insurance, Strategic Planning, Budgets, Financial Analysis, Retirement, Business Planning, Fixed Annuities, Risk Management, Employee Benefits, Securities, Business Strategy, Long Term Care Insurance
Education
State University of New York College at Buffalo 1978 — 1980
Bachelors of Business Administration, Accounting and Marketing
Erie Community College 1976 — 1978
Associates Degree, Business and Accouting
Philip Pescatore's AXA Advisors Experience February 2013 - Present
Job Vice President, Wealth Management
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
AXA Equitable July 2005 - February 2013
Prudential Insurance Company of America July 1992 - July 2005
Skills
Management, Financial Risk, Strategic Financial..., Wealth Management, Internal Audit, Series 7, Financial Services, Mutual Funds, Operational Risk..., Series 63, Securities, Risk Management, Insurance, Finance, Life Insurance, Business Process..., Business Analysis, Change Management, Sarbanes-Oxley Act, Internal Controls, Vendor Management, Fixed Annuities, Strategy, IT Strategy, Leadership, Series 24, Strategic Planning, Enterprise Risk..., Investments, FINRA, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, Financial Advisory
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Information technology
Providence College 1988 — 1992
BA, Economics
AXA Advisors February 2013 - Present
AXA Equitable July 2005 - February 2013
Prudential Insurance Company of America July 1992 - July 2005
Skills
Management, Financial Risk, Strategic Financial..., Wealth Management, Internal Audit, Series 7, Financial Services, Mutual Funds, Operational Risk..., Series 63, Securities, Risk Management, Insurance, Finance, Life Insurance, Business Process..., Business Analysis, Change Management, Sarbanes-Oxley Act, Internal Controls, Vendor Management, Fixed Annuities, Strategy, IT Strategy, Leadership, Series 24, Strategic Planning, Enterprise Risk..., Investments, FINRA, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, Financial Advisory
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Information technology
Providence College 1988 — 1992
BA, Economics
Jordan Honan's AXA Advisors Experience November 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2008 - Present
Education
State University of New York College at Fredonia 2005 — 2007
BA, Economics
Erie Community College 2002 — 2005
AS, Social Sciences
AXA Advisors November 2008 - Present
Education
State University of New York College at Fredonia 2005 — 2007
BA, Economics
Erie Community College 2002 — 2005
AS, Social Sciences
Brent Hatchett's AXA Advisors Experience January 2014 - July 2014
Job Assistant Vice President Private Banker
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
AXA Advisors January 2014 - July 2014
Merrill Lynch July 2013 - January 2014
Wells Fargo Bank December 2011 - July 2013
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank September 2010 - February 2011
New Age Media June 2009 - April 2010
TV One November 2009 - November 2009
WTXL ABC affiliate June 2008 - June 2009
WCTV CBS affiliate September 2007 - January 2008
Skills
Credit, Sales, Loans, Management, Selling Skills, Strategic Financial..., Financial Services, Portfolio Management, Finance, Investments, Banking, Financial Planning, Social Networking, Event Planning, Risk Management, Leadership, Strategy, Microsoft Office, Customer Service, Public Speaking
Education
Florida A&M University 2005 — 2009
Bachelor's degree, Broadcast Journalism
Media Sales Institute 2009 — 2009
NABEF and NABOB
Wells Fargo August 2014 - Present
AXA Advisors January 2014 - July 2014
Merrill Lynch July 2013 - January 2014
Wells Fargo Bank December 2011 - July 2013
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank September 2010 - February 2011
New Age Media June 2009 - April 2010
TV One November 2009 - November 2009
WTXL ABC affiliate June 2008 - June 2009
WCTV CBS affiliate September 2007 - January 2008
Skills
Credit, Sales, Loans, Management, Selling Skills, Strategic Financial..., Financial Services, Portfolio Management, Finance, Investments, Banking, Financial Planning, Social Networking, Event Planning, Risk Management, Leadership, Strategy, Microsoft Office, Customer Service, Public Speaking
Education
Florida A&M University 2005 — 2009
Bachelor's degree, Broadcast Journalism
Media Sales Institute 2009 — 2009
NABEF and NABOB
Kevin Durand, LUTCF's AXA Advisors Experience July 2011 - June 2012
Job Sales Rep at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2012 - Present
AXA Advisors July 2011 - June 2012
MOSAM Consulting April 2009 - August 2009
908 Paintball June 2003 - August 2006
Skills
Sales, Finance, Leadership, Employee Benefits, Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Account Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Portfolio Management, Series 63, Mutual Funds, Sales&Marketing, Auto Insurance, Home Insurance, Marketing, Financial Planning, Management, Sales Management, Customer Service, Team Building, Customer Retention, Sales Operations, Sales Process
Education
Florida Atlantic University 2008 — 2010
Bachelor, Finance
University of Pennsylvania 2006 — 2008
Bachelor, Finance
Liberty Mutual Insurance August 2012 - Present
AXA Advisors July 2011 - June 2012
MOSAM Consulting April 2009 - August 2009
908 Paintball June 2003 - August 2006
Skills
Sales, Finance, Leadership, Employee Benefits, Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Account Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Portfolio Management, Series 63, Mutual Funds, Sales&Marketing, Auto Insurance, Home Insurance, Marketing, Financial Planning, Management, Sales Management, Customer Service, Team Building, Customer Retention, Sales Operations, Sales Process
Education
Florida Atlantic University 2008 — 2010
Bachelor, Finance
University of Pennsylvania 2006 — 2008
Bachelor, Finance
rick greenebaum's AXA Advisors Experience pressig greenebaum, IncJanuary 1964 - November 2003
Job financial consultant at axaadvisors
Industry Insurance
Experience
axa-advisors pressig greenebaum, IncJanuary 1964 - November 2003
Skills
Strategic Planning, Sales, Strategic Financial..., Small Business, Risk Management, Marketing Strategy, Business Planning, Leadership, Start-ups, Business Strategy
Education
New York University School of Law 1969 — 1972
llm
Seton Hall University School of Law 1966 — 1969
llb, law
University of Pennsylvania Law School 1961 — 1965
bs, accounting bs
Fairleigh Dickinson University
Finance
axa-advisors pressig greenebaum, IncJanuary 1964 - November 2003
Skills
Strategic Planning, Sales, Strategic Financial..., Small Business, Risk Management, Marketing Strategy, Business Planning, Leadership, Start-ups, Business Strategy
Education
New York University School of Law 1969 — 1972
llm
Seton Hall University School of Law 1966 — 1969
llb, law
University of Pennsylvania Law School 1961 — 1965
bs, accounting bs
Fairleigh Dickinson University
Finance
Diana Babos's AXA Advisors Experience August 2014 - April 2015
Job Technical Recruiter | Engineering at Aerotek
Industry Staffing and Recruiting
Experience
AXA Advisors August 2014 - April 2015
Betacom Inc November 2012 - May 2014
Forever 21 November 2010 - October 2012
EXPRESS November 2005 - March 2010
Skills
Sales, Customer Retention, Time Management, Coaching, Customer Satisfaction, Visual Merchandising, Social Networking, Sales Management, Sales Operations, Recruiting, Written & Oral..., Microsoft Office, Team-oriented, Telecommunications, Financial Reporting, MS Excel Pivot Tables, Microsoft Excel, salesforce CRM, Strategic Planning, Staffing Services
Education
Florida Atlantic University 2006 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
AXA Advisors August 2014 - April 2015
Betacom Inc November 2012 - May 2014
Forever 21 November 2010 - October 2012
EXPRESS November 2005 - March 2010
Skills
Sales, Customer Retention, Time Management, Coaching, Customer Satisfaction, Visual Merchandising, Social Networking, Sales Management, Sales Operations, Recruiting, Written & Oral..., Microsoft Office, Team-oriented, Telecommunications, Financial Reporting, MS Excel Pivot Tables, Microsoft Excel, salesforce CRM, Strategic Planning, Staffing Services
Education
Florida Atlantic University 2006 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
Bunty Gidwani's AXA Advisors Experience June 2005 - April 2014
Job Financial Advisor at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC May 2014 - Present
AXA Advisors June 2005 - April 2014
MONY Securities Corporation May 2001 - June 2005
Skills
Equities, Estate Planning, Retirement Planning, Investments, Asset Management, Securities, Uniform Combined State..., Wealth Management, Retirement, Series 7, IRAs, Investment Advisory, 401k Rollovers, Bloomberg, Fixed Annuities, College Savings Plans, Wealth Accumulation, Strategic Financial...
Education
Florida State University - College of Business 1996 — 2001
BA, Finance, MIS
Gitterman Wealth Management, LLC May 2014 - Present
AXA Advisors June 2005 - April 2014
MONY Securities Corporation May 2001 - June 2005
Skills
Equities, Estate Planning, Retirement Planning, Investments, Asset Management, Securities, Uniform Combined State..., Wealth Management, Retirement, Series 7, IRAs, Investment Advisory, 401k Rollovers, Bloomberg, Fixed Annuities, College Savings Plans, Wealth Accumulation, Strategic Financial...
Education
Florida State University - College of Business 1996 — 2001
BA, Finance, MIS
margie wuest's AXA Advisors Experience 2001 - 2008
Job Executive Assistant
Industry Insurance
Experience
MetLife February 2008 - January 2009
AXA Advisors 2001 - 2008
Education
Farmingdale State College 1971 — 1973
Business / Legal
MetLife February 2008 - January 2009
AXA Advisors 2001 - 2008
Education
Farmingdale State College 1971 — 1973
Business / Legal
Josie Hagel's AXA Advisors Experience August 1991 - March 2003
Job Director of Quality Management at CCDH, Inc.
Industry Nonprofit Organization Management
Experience
Penn Mutual March 2009 - January 2013
Global Solutions Network LLC July 2005 - March 2009
John Hancock South FL Agency March 2003 - July 2005
AXA Advisors August 1991 - March 2003
Skills
Operations Management, Compliance, Organization, Office Management, Office Administration, Customer Service, Life Insurance, Outlook
Education
Florida International University
MBA, Business Administration and Management, General
University of New Hampshire
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics
Penn Mutual March 2009 - January 2013
Global Solutions Network LLC July 2005 - March 2009
John Hancock South FL Agency March 2003 - July 2005
AXA Advisors August 1991 - March 2003
Skills
Operations Management, Compliance, Organization, Office Management, Office Administration, Customer Service, Life Insurance, Outlook
Education
Florida International University
MBA, Business Administration and Management, General
University of New Hampshire
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics
Jeanna Fournier's AXA Advisors Experience January 2012 - April 2012
Job Brand Partnerships for Planet LA Music, Music Consultant, Musician
Industry Music
Experience
Planet LA Music February 2013 - Present
Edmunds.com April 2012 - August 2013
AXA Advisors January 2012 - April 2012
AXA Advisors August 2009 - December 2011
Skills
New Business Development, Sales, Marketing Strategy, CRM, Business Development, Marketing, Social Media Marketing, Strategic Partnerships, Account Management, Start-ups, Social Networking, Social Media, Entrepreneurship, Management, Salesforce.com, E-campaigns, Strategy, Recruiting, Sales Management, Client Relations Skills, Leadership, Online Marketing
Education
Loyola Marymount University 2007 — 2009
Bachelor of Arts, Mathematics
Fairfield University 2006 — 2007
Planet LA Music February 2013 - Present
Edmunds.com April 2012 - August 2013
AXA Advisors January 2012 - April 2012
AXA Advisors August 2009 - December 2011
Skills
New Business Development, Sales, Marketing Strategy, CRM, Business Development, Marketing, Social Media Marketing, Strategic Partnerships, Account Management, Start-ups, Social Networking, Social Media, Entrepreneurship, Management, Salesforce.com, E-campaigns, Strategy, Recruiting, Sales Management, Client Relations Skills, Leadership, Online Marketing
Education
Loyola Marymount University 2007 — 2009
Bachelor of Arts, Mathematics
Fairfield University 2006 — 2007
Mya Bendimerad's AXA Advisors Experience January 2014 - October 2014
Job Financial Professional (Series 7 & Series 3)
Industry Financial Services
Experience
FX Direct Dealer November 2014 - Present
Ralph Lauren August 2013 - June 2015
AXA Advisors January 2014 - October 2014
FX Direct Dealer June 2013 - December 2013
Ariba, an SAP company December 2011 - November 2012
Prometeo Investment Services SA March 2011 - September 2011
Societe Generale Corporate and Investment Banking - SGCIB September 2008 - December 2009
Skills
Banking, Financial Modeling, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Equities, Trading, Investment Banking, Risk Management, Financial Markets, Valuation
Education
ESLSCA
Master's Degree, Trading and International Finance
Université Paris Sud (Paris XI)
Associate's Degree, Mathematics
Lycee Francais de Vienne, Austria
Science, Major Mathematic
FX Direct Dealer November 2014 - Present
Ralph Lauren August 2013 - June 2015
AXA Advisors January 2014 - October 2014
FX Direct Dealer June 2013 - December 2013
Ariba, an SAP company December 2011 - November 2012
Prometeo Investment Services SA March 2011 - September 2011
Societe Generale Corporate and Investment Banking - SGCIB September 2008 - December 2009
Skills
Banking, Financial Modeling, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Equities, Trading, Investment Banking, Risk Management, Financial Markets, Valuation
Education
ESLSCA
Master's Degree, Trading and International Finance
Université Paris Sud (Paris XI)
Associate's Degree, Mathematics
Lycee Francais de Vienne, Austria
Science, Major Mathematic
W. Tyler Cole's AXA Advisors Experience May 2008 - August 2008
Job Operations Manager at Sea Experience, Inc.
Industry Financial Services
Experience
Sea Experience, Inc. May 2011 - Present
First Choice Bank January 2010 - May 2011
AXA Advisors May 2008 - August 2008
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, FHA, Scuba Diving, Investments, Credit, Loans, Customer Service, Finance, Investment Properties, Banking, Credit Analysis, Real Estate, First Time Home Buyers, Real Estate Financing, Underwriting, Leadership, Financial Analysis, Business Analysis, Emergency First..., Microsoft Excel, PowerPoint, Microsoft Office
Education
Florida Atlantic University 2015 — 2016
Master's Degree, Finance, General
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Sea Experience, Inc. May 2011 - Present
First Choice Bank January 2010 - May 2011
AXA Advisors May 2008 - August 2008
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, FHA, Scuba Diving, Investments, Credit, Loans, Customer Service, Finance, Investment Properties, Banking, Credit Analysis, Real Estate, First Time Home Buyers, Real Estate Financing, Underwriting, Leadership, Financial Analysis, Business Analysis, Emergency First..., Microsoft Excel, PowerPoint, Microsoft Office
Education
Florida Atlantic University 2015 — 2016
Master's Degree, Finance, General
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Luis V. Alvarado, MBA, CRPC®'s AXA Advisors Experience October 1998 - Present
Job Financial Consultant/ Retirement Planning Specialist
Industry Financial Services
Experience
AXA Advisors October 1998 - Present
Education
St. Thomas University 1995 — 1997
Master of Business Administration (M.B.A.), Healthcare Administration/ Management
Florida International University 1981 — 1983
Bachelor of Business Administration (B.B.A.), Double majors in Management/ Marketing
AXA Advisors October 1998 - Present
Education
St. Thomas University 1995 — 1997
Master of Business Administration (M.B.A.), Healthcare Administration/ Management
Florida International University 1981 — 1983
Bachelor of Business Administration (B.B.A.), Double majors in Management/ Marketing
Fred Tunney's AXA Advisors Experience 2010 - 2012
Job Account Executive at Clipper Magazine
Industry Marketing and Advertising
Experience
Clipper Magazine February 2015 - Present
Tyco Integrated Security 2013 - 2015
Sovereign Bank 2012 - 2013
AXA Advisors 2010 - 2012
Polaroid 1985 - 2009
Skills
Credit, Product Launch, Multi-channel Marketing, Strategic Planning, Insurance, Business Planning, New Business Development, Investments, Consumer Electronics, Product Management, Financial Analysis, Business Strategy, Direct Sales, Contract Negotiation, Sales Management, Product Marketing, Customer Service, Marketing, Portfolio Management, Strategy, Strategic Financial..., B2B, Finance, Team Building, Management, Product Development, CRM, Life & Health Insurance..., Leadership, Sales Operations, Cross-functional Team..., Key Account Management, Strategic Partnerships, Direct Marketing
Education
Fairfield University
B.S., Finance
Clipper Magazine February 2015 - Present
Tyco Integrated Security 2013 - 2015
Sovereign Bank 2012 - 2013
AXA Advisors 2010 - 2012
Polaroid 1985 - 2009
Skills
Credit, Product Launch, Multi-channel Marketing, Strategic Planning, Insurance, Business Planning, New Business Development, Investments, Consumer Electronics, Product Management, Financial Analysis, Business Strategy, Direct Sales, Contract Negotiation, Sales Management, Product Marketing, Customer Service, Marketing, Portfolio Management, Strategy, Strategic Financial..., B2B, Finance, Team Building, Management, Product Development, CRM, Life & Health Insurance..., Leadership, Sales Operations, Cross-functional Team..., Key Account Management, Strategic Partnerships, Direct Marketing
Education
Fairfield University
B.S., Finance
Louis Kapp's AXA Advisors Experience January 2011 - June 2011
Job Purchasing Analyst at Detroit Packing Company
Industry Wholesale
Experience
Detroit Packing Company June 2012 - Present
POOLCORP January 2013 - December 2013
AXA Advisors January 2011 - June 2011
Skills
Management, Finance, Sourcing, Sales, Microsoft Excel, Customer Service, Negotiation, Portfolio Management, Purchasing, Inventory Management
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor's Degree, Finance, General
Detroit Packing Company June 2012 - Present
POOLCORP January 2013 - December 2013
AXA Advisors January 2011 - June 2011
Skills
Management, Finance, Sourcing, Sales, Microsoft Excel, Customer Service, Negotiation, Portfolio Management, Purchasing, Inventory Management
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor's Degree, Finance, General
Seth Miller's AXA Advisors Experience November 2008 - April 2010
Job Regional Account Representative at VocabularySpellingCity
Industry E-Learning
Experience
SpellingCity.com January 2014 - Present
MRINetwork December 2011 - January 2014
MRINetwork August 2010 - December 2011
Aflac August 2010 - August 2011
AXA Advisors November 2008 - April 2010
Wood Business Systems February 2007 - October 2008
Broward County Schools January 2005 - January 2007
Skills
Sales, Solution Selling, Education, Business Development, Educational Technology, E-Learning, Instructional Technology, Mobile Technology, Technology, Building Relationships, Direct Sales, Networking, Sales Operations, New Business Development, Sales Process, Sales Presentations, Forecasting, Cold Calling, Time Management, Account Management, Educational Leadership, Leadership, Business Strategy, Strategic Planning, Elementary Education, Business Development..., Selling, Trade Shows, Customer Satisfaction, Strategy, Lead Generation, Strategic Partnerships, Hiring, Technical Recruiting, Talent Acquisition, Recruiting, Sourcing, Career Development, Talent Scouting, Training, Talent Recognition, Employee Training
Education
Florida Atlantic University 1999 — 2004
BA, Elementary Education
Marple Newtown High School 1991 — 1995
SpellingCity.com January 2014 - Present
MRINetwork December 2011 - January 2014
MRINetwork August 2010 - December 2011
Aflac August 2010 - August 2011
AXA Advisors November 2008 - April 2010
Wood Business Systems February 2007 - October 2008
Broward County Schools January 2005 - January 2007
Skills
Sales, Solution Selling, Education, Business Development, Educational Technology, E-Learning, Instructional Technology, Mobile Technology, Technology, Building Relationships, Direct Sales, Networking, Sales Operations, New Business Development, Sales Process, Sales Presentations, Forecasting, Cold Calling, Time Management, Account Management, Educational Leadership, Leadership, Business Strategy, Strategic Planning, Elementary Education, Business Development..., Selling, Trade Shows, Customer Satisfaction, Strategy, Lead Generation, Strategic Partnerships, Hiring, Technical Recruiting, Talent Acquisition, Recruiting, Sourcing, Career Development, Talent Scouting, Training, Talent Recognition, Employee Training
Education
Florida Atlantic University 1999 — 2004
BA, Elementary Education
Marple Newtown High School 1991 — 1995
Andy Konrad's AXA Advisors Experience July 2006 - July 2007
Job Owner/Operator at United Spirits of America
Industry Government Administration
Experience
United Spirits of America May 2010 - Present
US Department of Commerce, Census Bureau February 2010 - July 2010
US Department of Commerce, Census Bureau September 2009 - February 2010
Brinks Inc. June 2008 - September 2009
Kentucky Planning Partners, 10350 Ormsby Park Place, Suite 301, Louisville, KY 40223 September 2007 - May 2008
AXA Advisors July 2006 - July 2007
Netflix March 2005 - June 2006
UPS Supply Chain Solutions January 2002 - March 2005
Zora's Bakery, Deli and Produce, 2700 West Highway 22, Crestwood, KY 40014 January 2000 - December 2002
Airlines Reporting Corporation, 1530 Wilson Blvd., Suite 800, Arlington, VA 22209 February 1986 - December 1999
Skills
Training, Management, Human Resources, Program Management, Employee Relations, Time Management, Employee Training, Employee Benefits, Customer Satisfaction, Logistics, Customer Service, Process Scheduler, Finance, Teamwork, Testing
Education
Webster University 2004 — 2004
Business Administration and Management, General
Embry-Riddle Aeronautical University 2001 — 2002
Business Administration, Management and Operations
Indiana State University 1980 — 1982
Bachelor of Science, Aviation Administration
United Spirits of America May 2010 - Present
US Department of Commerce, Census Bureau February 2010 - July 2010
US Department of Commerce, Census Bureau September 2009 - February 2010
Brinks Inc. June 2008 - September 2009
Kentucky Planning Partners, 10350 Ormsby Park Place, Suite 301, Louisville, KY 40223 September 2007 - May 2008
AXA Advisors July 2006 - July 2007
Netflix March 2005 - June 2006
UPS Supply Chain Solutions January 2002 - March 2005
Zora's Bakery, Deli and Produce, 2700 West Highway 22, Crestwood, KY 40014 January 2000 - December 2002
Airlines Reporting Corporation, 1530 Wilson Blvd., Suite 800, Arlington, VA 22209 February 1986 - December 1999
Skills
Training, Management, Human Resources, Program Management, Employee Relations, Time Management, Employee Training, Employee Benefits, Customer Satisfaction, Logistics, Customer Service, Process Scheduler, Finance, Teamwork, Testing
Education
Webster University 2004 — 2004
Business Administration and Management, General
Embry-Riddle Aeronautical University 2001 — 2002
Business Administration, Management and Operations
Indiana State University 1980 — 1982
Bachelor of Science, Aviation Administration
Brigid Hedouin's AXA Advisors Experience February 2010 - June 2010
Job Executive Assistant
Industry Investment Management
Experience
Barca Capital LLC June 2011 - June 2015
The Guardsmen January 2011 - June 2011
AXA Advisors February 2010 - June 2010
RREEF March 2002 - January 2004
Skills
Administrative...
Education
San Francisco State University
Bachelor of Fine Arts, Painting and Drawing
Fashion Institute of Design & Merchandising
Associate of Arts, Interior Design
Barca Capital LLC June 2011 - June 2015
The Guardsmen January 2011 - June 2011
AXA Advisors February 2010 - June 2010
RREEF March 2002 - January 2004
Skills
Administrative...
Education
San Francisco State University
Bachelor of Fine Arts, Painting and Drawing
Fashion Institute of Design & Merchandising
Associate of Arts, Interior Design
Brian Furleiter's AXA Advisors Experience May 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Royal Baltic January 2008 - April 2013
Bianca Vin Esq. P.C. June 2011 - September 2011
Skills
Personal Financial..., Private Wealth..., Retirement Planning, Tax-efficient investing, Wealth Accumulation, Estate Planning, Foreign Languages, Value Investing, Small Business..., Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Finance
Education
Fordham Gabelli School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Fordham University
AXA Advisors May 2015 - Present
Royal Baltic January 2008 - April 2013
Bianca Vin Esq. P.C. June 2011 - September 2011
Skills
Personal Financial..., Private Wealth..., Retirement Planning, Tax-efficient investing, Wealth Accumulation, Estate Planning, Foreign Languages, Value Investing, Small Business..., Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Finance
Education
Fordham Gabelli School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Fordham University
Luis Mancia's AXA Advisors Experience June 2015 - Present
Job Marketing Assistant at AXA Advisors
Industry Facilities Services
Experience
AXA Advisors June 2015 - Present
AXA US September 2014 - December 2014
Skills
Research, Finance, Financial Modeling, Financial Reporting, Financial Accounting, Corporate Finance, Insurance
Education
University of Miami - School of Business 2015 — 2015
Master of Business Administration (M.B.A.)
Florida International University 2014 — 2014
Master's Degree, Finance, General, 3.33
Universidad Tecnológica Centroamericana 2007 — 2011
Bachelor’s Degree, Banking and Financial Support Services
La Estancia School
AXA Advisors June 2015 - Present
AXA US September 2014 - December 2014
Skills
Research, Finance, Financial Modeling, Financial Reporting, Financial Accounting, Corporate Finance, Insurance
Education
University of Miami - School of Business 2015 — 2015
Master of Business Administration (M.B.A.)
Florida International University 2014 — 2014
Master's Degree, Finance, General, 3.33
Universidad Tecnológica Centroamericana 2007 — 2011
Bachelor’s Degree, Banking and Financial Support Services
La Estancia School
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO