AXA Advisors, LLC
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AXA Advisors, LLC Employees
Employee
Years
Job
Industry
Erik Daniel Davila Erik Daniel Davila's AXA Advisors, LLC Experience October 2010 - Present
Job Advice | Retirement | Life Insurance
Industry Financial Services
Experience
AXA Advisors, LLC October 2010 - Present
Skills
Retirement Planning, Personal Financial..., Long Term Care Insurance, 401k Distributions, Client Education, Investment Planning, Education Planning..., Risk Management, Wealth Preservation..., Tax Deferred Investment..., Pension Distribution..., IRA Distribution...
Education
American University
BA, Economics
Business Careers High School
Diploma
Davis Middle School
Multilingual Latin Program
AXA Advisors, LLC October 2010 - Present
Skills
Retirement Planning, Personal Financial..., Long Term Care Insurance, 401k Distributions, Client Education, Investment Planning, Education Planning..., Risk Management, Wealth Preservation..., Tax Deferred Investment..., Pension Distribution..., IRA Distribution...
Education
American University
BA, Economics
Business Careers High School
Diploma
Davis Middle School
Multilingual Latin Program
Crissy (Brandis) Holcomb Crissy (Brandis) Holcomb's AXA Advisors, LLC Experience 2011 - 2012
Job Financial Advisor
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2012 - 2013
AXA Advisors, LLC 2011 - 2012
Tennessee Schools 1990 - 2011
Education
Belmont University 2010 — 2011
Certificate in Financial Planning, Scarlett Leadership Institute
Austin Peay State University 1986 — 1990
Bachelor of Science (BS), Physic/Math
SunTrust Investment Services, Inc. 2012 - 2013
AXA Advisors, LLC 2011 - 2012
Tennessee Schools 1990 - 2011
Education
Belmont University 2010 — 2011
Certificate in Financial Planning, Scarlett Leadership Institute
Austin Peay State University 1986 — 1990
Bachelor of Science (BS), Physic/Math
Elaina Brintnall Elaina Brintnall's AXA Advisors, LLC Experience September 2006 - May 2009
Job Internal Account Manager National Accounts at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson June 2014 - Present
Jackson National Life Distributors, LLC September 2012 - June 2014
AXA Advisors, LLC DBA George Financial May 2009 - September 2012
AXA Advisors, LLC September 2006 - May 2009
State Farm Insurance February 1992 - September 2006
Hart & Company Advertising 1989 - 1992
Skills
Marketing, Marketing Communications, Management, Account Management, Strategy, Sales, Insurance, Manage Client..., Life Insurance, Health Insurance, Cross-functional Team..., Team Building, Strategic Partnerships, Commercial Insurance, Fixed Annuities, Series 6, Series 63, Life & Health Insurance..., Licensed Property &..., Leadership, Strategic Planning
Education
Middle Tennessee State University 1987 — 1990
Bachelor of Science, Communications
Auburn University 1986 — 1987
Graphic Communications
Jackson June 2014 - Present
Jackson National Life Distributors, LLC September 2012 - June 2014
AXA Advisors, LLC DBA George Financial May 2009 - September 2012
AXA Advisors, LLC September 2006 - May 2009
State Farm Insurance February 1992 - September 2006
Hart & Company Advertising 1989 - 1992
Skills
Marketing, Marketing Communications, Management, Account Management, Strategy, Sales, Insurance, Manage Client..., Life Insurance, Health Insurance, Cross-functional Team..., Team Building, Strategic Partnerships, Commercial Insurance, Fixed Annuities, Series 6, Series 63, Life & Health Insurance..., Licensed Property &..., Leadership, Strategic Planning
Education
Middle Tennessee State University 1987 — 1990
Bachelor of Science, Communications
Auburn University 1986 — 1987
Graphic Communications
Mikheil (Mike) Skhulukhia Mikheil (Mike) Skhulukhia's AXA Advisors, LLC Experience July 2012 - November 2012
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. July 2014 - Present
JP Morgan Chase Bank N.A. December 2012 - July 2014
AXA Advisors, LLC July 2012 - November 2012
Pillar Group / AXA Advisors April 2010 - July 2012
Pillar Group / AXA Advisors January 2010 - April 2010
Education
Baruch College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance / Minor: Mathematics
Mercer County Community College 2006 — 2009
Associate of Science (AS), Business Administration
JP Morgan Chase Bank N.A. July 2014 - Present
JP Morgan Chase Bank N.A. December 2012 - July 2014
AXA Advisors, LLC July 2012 - November 2012
Pillar Group / AXA Advisors April 2010 - July 2012
Pillar Group / AXA Advisors January 2010 - April 2010
Education
Baruch College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance / Minor: Mathematics
Mercer County Community College 2006 — 2009
Associate of Science (AS), Business Administration
Gary Watts Gary Watts's AXA Advisors, LLC Experience July 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Investment Management
Experience
AXA Advisors, LLC July 2012 - Present
Modesto Junior College Foundation January 2008 - June 2012
Valley Wealth, Inc. September 2009 - February 2012
Modesto Police Department May 1985 - May 2011
Army National Guard 1987 - 2008
Skills
Retirement Planning, Financial Planning, Risk Management, Business Planning, Wealth Management
Education
California State University-Long Beach 2004 — 2006
MS, Emergency Services Administration
California State University-Sacramento 1981 — 1985
BS, Criminal Justice
AXA Advisors, LLC July 2012 - Present
Modesto Junior College Foundation January 2008 - June 2012
Valley Wealth, Inc. September 2009 - February 2012
Modesto Police Department May 1985 - May 2011
Army National Guard 1987 - 2008
Skills
Retirement Planning, Financial Planning, Risk Management, Business Planning, Wealth Management
Education
California State University-Long Beach 2004 — 2006
MS, Emergency Services Administration
California State University-Sacramento 1981 — 1985
BS, Criminal Justice
Michael Frandsen, CFP® Michael Frandsen, CFP®'s AXA Advisors, LLC Experience September 1989 - Present
Job Founding Partner Frandsen Morrill Advisors, LLC
Industry Financial Services
Experience
Frandsen Morrill Advisors September 2009 - Present
BYU Management Society--Utah Valley Chapter January 2014 - Present
Kids on the Move June 2009 - Present
AXA Advisors, LLC September 1989 - Present
BYU Management Society--Utah Valley Chapter January 1999 - December 2013
UVU Planned Giving Advisor Council January 2007 - December 2009
Central Utah Life Underwriters Association September 1996 - August 1997
Skills
Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Networking
Education
Brigham Young University 1984 — 1989
Bachelor of Science (BS), Business Management -- Finance
Frandsen Morrill Advisors September 2009 - Present
BYU Management Society--Utah Valley Chapter January 2014 - Present
Kids on the Move June 2009 - Present
AXA Advisors, LLC September 1989 - Present
BYU Management Society--Utah Valley Chapter January 1999 - December 2013
UVU Planned Giving Advisor Council January 2007 - December 2009
Central Utah Life Underwriters Association September 1996 - August 1997
Skills
Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Networking
Education
Brigham Young University 1984 — 1989
Bachelor of Science (BS), Business Management -- Finance
Mark Swartz, JD, CLU, ChFC, CFP® Mark Swartz, JD, CLU, ChFC, CFP®'s AXA Advisors, LLC Experience 1989 - Present
Job Enhancing Financial Decision Making
Industry Financial Services
Experience
AXA Advisors, LLC 1989 - Present
AXA Advisors, LLC 1980 - 1988
Education
Temple University - James E. Beasley School of Law
J.D., Law
College for Financial Planning
CFP, Certified Financial PlannerTM professional
Drexel University - LeBow College of Business
B.S., Business
The American College
CLU & ChFC, Chartered Life Underwriter & Chartered Financial Consultant
AXA Advisors, LLC 1989 - Present
AXA Advisors, LLC 1980 - 1988
Education
Temple University - James E. Beasley School of Law
J.D., Law
College for Financial Planning
CFP, Certified Financial PlannerTM professional
Drexel University - LeBow College of Business
B.S., Business
The American College
CLU & ChFC, Chartered Life Underwriter & Chartered Financial Consultant
Paul Berkman Paul Berkman's AXA Advisors, LLC Experience October 2008 - Present
Job Financial Consultant at AXA Advisors; Investment & Insurance Services
Industry Insurance
Experience
AXA Advisors, LLC October 2008 - Present
J Giordano Securities Group 2006 - February 2008
Paul Berkman & Company 1992 - 2005
Princeton/Newport Partners 1983 - 1992
Oppenheimer & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Value Line Convertible Survey 1972 - 1979
Skills
Wealth Management, Customer Service, Financial Services, Financial Strategy, insurance services, insurance strategies, Investment services, Estate Planning..., Retirement Planning, business succession..., Risk Management, Wealth Preservation..., Tax-efficient strategies
Education
Columbia College (NY)
BA, Economics, Math, Physics
Martin Van Buren High School
PS 109
AXA Advisors, LLC October 2008 - Present
J Giordano Securities Group 2006 - February 2008
Paul Berkman & Company 1992 - 2005
Princeton/Newport Partners 1983 - 1992
Oppenheimer & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Value Line Convertible Survey 1972 - 1979
Skills
Wealth Management, Customer Service, Financial Services, Financial Strategy, insurance services, insurance strategies, Investment services, Estate Planning..., Retirement Planning, business succession..., Risk Management, Wealth Preservation..., Tax-efficient strategies
Education
Columbia College (NY)
BA, Economics, Math, Physics
Martin Van Buren High School
PS 109
Katie McKenzie Katie McKenzie's AXA Advisors, LLC Experience May 2004 - September 2014
Job Financial Services Industry
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. September 2014 - Present
AXA Advisors, LLC May 2004 - September 2014
Irgens Development Partners, LLC October 2002 - May 2004
Campbell Newman Asset Management, Inc October 1997 - October 2002
Ultra Mart, Inc October 1994 - October 1997
Skills
Microsoft Office, Customer Service, Compliance, PowerPoint, Excel, Outlook, Word, Series 7, Series 24, Series 66
Education
Cardinal Stritch University 2010 — 2015
BS, Business Administration
BMO Harris Financial Advisors, Inc. September 2014 - Present
AXA Advisors, LLC May 2004 - September 2014
Irgens Development Partners, LLC October 2002 - May 2004
Campbell Newman Asset Management, Inc October 1997 - October 2002
Ultra Mart, Inc October 1994 - October 1997
Skills
Microsoft Office, Customer Service, Compliance, PowerPoint, Excel, Outlook, Word, Series 7, Series 24, Series 66
Education
Cardinal Stritch University 2010 — 2015
BS, Business Administration
Ken Jackson, MBA Ken Jackson, MBA's AXA Advisors, LLC Experience January 2012 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2012 - Present
Merck & Co. Inc. January 2010 - September 2011
Schering-Plough Corp. August 2004 - January 2010
Skills
Strategic Financial..., Leadership, Investments, Strategic Planning, Finance, Retirement, Small Business, Sales Operations, Financial Advisory, Estate Planning, Team Building
Education
California State University-Los Angeles 1998 — 2000
MBA, Marketing
University of Louisville 1994 — 1997
BS, Business Marketing
Saint Xavier high school
AXA Advisors, LLC January 2012 - Present
Merck & Co. Inc. January 2010 - September 2011
Schering-Plough Corp. August 2004 - January 2010
Skills
Strategic Financial..., Leadership, Investments, Strategic Planning, Finance, Retirement, Small Business, Sales Operations, Financial Advisory, Estate Planning, Team Building
Education
California State University-Los Angeles 1998 — 2000
MBA, Marketing
University of Louisville 1994 — 1997
BS, Business Marketing
Saint Xavier high school
Cathy Gilbert Cathy Gilbert's AXA Advisors, LLC Experience April 2003 - July 2010
Job Fulltime student
Industry Education Management
Experience
Mid-West Family Broadcasting October 2010 - July 2013
Petersen Investments September 2010 - October 2011
AXA ADVISORS LLC April 2003 - July 2010
RICHARD N. GILLINGHAM, ATTORNEY AT LAW November 1990 - June 1996
Skills
Radio, Social Media, Customer Service, Microsoft Office, Marketing, Marketing Strategy, Email Marketing, radio advertising, Strategic Planning, Digital Marketing, Account Management, Social Networking, New Business Development, Facebook, SEO, Brand Management, Microsoft Word, Retirement Planning, Mutual Funds, Microsoft Excel, Fixed Annuities, Promotions, Leadership, Sales, CRM, Budgets, Human Resources, Small Business, Management, Public Relations, Media Buying, Time Management, Online Marketing, Media Planning, Market Research, Online Advertising, Brand Development, Advertising Sales, Digital Media, Finance, Integrated Marketing, Lead Generation, Marketing Management, Media Relations, Newsletters
Education
University of Illinois Springfield 2014 — 2018
Lincoln Land Community College 2013 — 2014
Associate of Arts (A.A.), Psychology
Blackburn College 2000 — 2002
Mid-West Family Broadcasting October 2010 - July 2013
Petersen Investments September 2010 - October 2011
AXA ADVISORS LLC April 2003 - July 2010
RICHARD N. GILLINGHAM, ATTORNEY AT LAW November 1990 - June 1996
Skills
Radio, Social Media, Customer Service, Microsoft Office, Marketing, Marketing Strategy, Email Marketing, radio advertising, Strategic Planning, Digital Marketing, Account Management, Social Networking, New Business Development, Facebook, SEO, Brand Management, Microsoft Word, Retirement Planning, Mutual Funds, Microsoft Excel, Fixed Annuities, Promotions, Leadership, Sales, CRM, Budgets, Human Resources, Small Business, Management, Public Relations, Media Buying, Time Management, Online Marketing, Media Planning, Market Research, Online Advertising, Brand Development, Advertising Sales, Digital Media, Finance, Integrated Marketing, Lead Generation, Marketing Management, Media Relations, Newsletters
Education
University of Illinois Springfield 2014 — 2018
Lincoln Land Community College 2013 — 2014
Associate of Arts (A.A.), Psychology
Blackburn College 2000 — 2002
Cynthia Elmore Grazian Cynthia Elmore Grazian's AXA Advisors, LLC Experience August 2014 - Present
Job Financial Consultant & J.D. in Business and Financial Planning for Professional Corporations and CloselyHeld Business
Industry Financial Services
Experience
AXA Advisors, LLC August 2014 - Present
AALegalCashAdvance June 2009 - August 2014
InBank and ISB FInancial Holding Company 1986 - June 2009
Judge Advocate General Corp May 1984 - September 1985
Skills
Business Planning, Financial Planning, Finance, Business Strategy, Estate Planning, Investments, Portfolio Management, Wealth Management..., Entrepreneurship, Real Estate, Banking, Business Development, Loans, Corporate Law, Consumer Lending, Commercial Mortgages, Commercial Lending, Asset Based Lending, Small Business Lending, Mediation, Management, Start-ups, Financial Services, Retirement Planning, Risk Management, Wealth Management, Financial Analysis, Asset Management
Education
DePaul University 2012 — 2015
Certified Financial Planning Certification, Financial Planning
Kent College of Law 1982 — 1985
Juris Doctorate, Banking, Corporate, Finance, and Securities Law, 3.8
New York Institute of Finance 2001 — 2004
Certification, Finance and Commercial Bank Management
Université Paris-Sorbonne 1983 — 1983
International Law and Legal Studies, 3.7
University of Arizona 1977 — 1981
Bachelor of Arts (B.A.), International Business, French, German
AXA Advisors, LLC August 2014 - Present
AALegalCashAdvance June 2009 - August 2014
InBank and ISB FInancial Holding Company 1986 - June 2009
Judge Advocate General Corp May 1984 - September 1985
Skills
Business Planning, Financial Planning, Finance, Business Strategy, Estate Planning, Investments, Portfolio Management, Wealth Management..., Entrepreneurship, Real Estate, Banking, Business Development, Loans, Corporate Law, Consumer Lending, Commercial Mortgages, Commercial Lending, Asset Based Lending, Small Business Lending, Mediation, Management, Start-ups, Financial Services, Retirement Planning, Risk Management, Wealth Management, Financial Analysis, Asset Management
Education
DePaul University 2012 — 2015
Certified Financial Planning Certification, Financial Planning
Kent College of Law 1982 — 1985
Juris Doctorate, Banking, Corporate, Finance, and Securities Law, 3.8
New York Institute of Finance 2001 — 2004
Certification, Finance and Commercial Bank Management
Université Paris-Sorbonne 1983 — 1983
International Law and Legal Studies, 3.7
University of Arizona 1977 — 1981
Bachelor of Arts (B.A.), International Business, French, German
Jack Edgar Jr Jack Edgar Jr's AXA Advisors, LLC Experience September 2005 - December 2005
Job Real Estate Investment ConsultantNorth, Northwest Chicago Metro
Industry Real Estate
Experience
Sperry Van Ness September 2012 - Present
LocoVations 2010 - Present
Chase Real Estate November 2010 - September 2012
Home Depot Inc August 2001 - September 2009
TCB Development LTD May 2007 - July 2008
TCB Development Group, Ltd May 2007 - August 2007
AXA Advisor's LLC September 2005 - December 2005
Skills
Real Estate, Real Estate Transactions, Due Diligence, Residential Homes, Leases, Investment Properties, Retail, Construction, Investments, Commercial Real Estate, Foreclosures, Analysis, Mergers, Financial Analysis, Direct Sales, Commercial Lending, Project Finance, Construction Supervision, 203K Renovation Loan, Residential Buildings, Foreclosure Properties, Multi-family Investment...
Education
DePaul University 2004 — 2007
Bachelor's Degree of Science, Real Estate & Finance double major w/Accounting concentration
Moraine Valley Community College 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Sperry Van Ness September 2012 - Present
LocoVations 2010 - Present
Chase Real Estate November 2010 - September 2012
Home Depot Inc August 2001 - September 2009
TCB Development LTD May 2007 - July 2008
TCB Development Group, Ltd May 2007 - August 2007
AXA Advisor's LLC September 2005 - December 2005
Skills
Real Estate, Real Estate Transactions, Due Diligence, Residential Homes, Leases, Investment Properties, Retail, Construction, Investments, Commercial Real Estate, Foreclosures, Analysis, Mergers, Financial Analysis, Direct Sales, Commercial Lending, Project Finance, Construction Supervision, 203K Renovation Loan, Residential Buildings, Foreclosure Properties, Multi-family Investment...
Education
DePaul University 2004 — 2007
Bachelor's Degree of Science, Real Estate & Finance double major w/Accounting concentration
Moraine Valley Community College 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Steven Moffitt Steven Moffitt's AXA Advisors, LLC Experience January 2014 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2014 - Present
Skills
Retirement Planning, Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Clemson University 2009 — 2013
BS of Mathematical Sciences, Actuarial Science/Financial Mathematics
AXA Advisors, LLC January 2014 - Present
Skills
Retirement Planning, Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Clemson University 2009 — 2013
BS of Mathematical Sciences, Actuarial Science/Financial Mathematics
Serge R. Pinard, CFP Serge R. Pinard, CFP's AXA Advisors, LLC Experience October 1987 - Present
Job Retirement Planning Specialist, Financial Consultant,CFP®, Certified Financial Planner™ professional at AXA Advisors,LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 1987 - Present
Education
Baruch College
Bachelor of Business Administration (B.B.A.) in International Trade & Marketing, International Trade & Marketing
LIU Post
Certified Financial Planner
New York University
International Business & Finance Certificate, International Business & Finance
Wharton Business School
Retirement Planning Specialist Certificate, Retirement Planning Program
AXA Advisors, LLC October 1987 - Present
Education
Baruch College
Bachelor of Business Administration (B.B.A.) in International Trade & Marketing, International Trade & Marketing
LIU Post
Certified Financial Planner
New York University
International Business & Finance Certificate, International Business & Finance
Wharton Business School
Retirement Planning Specialist Certificate, Retirement Planning Program
Michael Standley, CLTC Michael Standley, CLTC's AXA Advisors, LLC Experience January 2010 - September 2013
Job Founding Member at FPS Insurance Agency LLC President of Standley Associates LLC
Industry Insurance
Experience
FPS Insurance Agency LLC February 2014 - Present
Standley Associates, LLC 2002 - Present
AXA Advisors LLC January 2010 - September 2013
Formerly with: Genworth Financial January 1996 - December 2010
Skills
Long-term Care, Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Medicare, Disability Insurance, Health Insurance, Retirement, Universal Life, Whole Life, IRAs, Critical Illness, Estate Planning, Financial Planners, 401k, Brokers, Financial Planning
Education
California State University-Fullerton
BA, Political Science
Western States University of Law
FPS Insurance Agency LLC February 2014 - Present
Standley Associates, LLC 2002 - Present
AXA Advisors LLC January 2010 - September 2013
Formerly with: Genworth Financial January 1996 - December 2010
Skills
Long-term Care, Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Medicare, Disability Insurance, Health Insurance, Retirement, Universal Life, Whole Life, IRAs, Critical Illness, Estate Planning, Financial Planners, 401k, Brokers, Financial Planning
Education
California State University-Fullerton
BA, Political Science
Western States University of Law
Jonathan Panning Jonathan Panning's AXA Advisors, LLC Experience March 2014 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC March 2014 - Present
Skills
Financial Needs Analysis, Retirement Planning, Investments, Wealth Management..., Life & Health Insurance..., Economics, Business Administration, French
Education
Clemson University 2009 — 2013
B.A., Economics, Business Administration (minor)
AXA Advisors, LLC March 2014 - Present
Skills
Financial Needs Analysis, Retirement Planning, Investments, Wealth Management..., Life & Health Insurance..., Economics, Business Administration, French
Education
Clemson University 2009 — 2013
B.A., Economics, Business Administration (minor)
Daniel R. McGrain CLU, ChFC Daniel R. McGrain CLU, ChFC's AXA Advisors, LLC Experience 1981 - Present
Job Financial Consultant AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 1981 - Present
Education
Buena Vista University
Bachelor's Degree
AXA Advisors, LLC 1981 - Present
Education
Buena Vista University
Bachelor's Degree
Christine Aronson's AXA Advisors, LLC Experience May 2012 - December 2014
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
AXA Advisors, LLC May 2012 - December 2014
SRI Surgical April 2006 - September 2009
Microtek Medical January 2002 - June 2005
Skills
Investments, Securities, Fixed Annuities, Variable Annuities, Estate Planning, Life & Health Insurance..., College Savings Plans, Charitable Gift..., Retirement Planning
Education
Barat College of DePaul University 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Principal Financial Group February 2015 - Present
AXA Advisors, LLC May 2012 - December 2014
SRI Surgical April 2006 - September 2009
Microtek Medical January 2002 - June 2005
Skills
Investments, Securities, Fixed Annuities, Variable Annuities, Estate Planning, Life & Health Insurance..., College Savings Plans, Charitable Gift..., Retirement Planning
Education
Barat College of DePaul University 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nico Fiume Nico Fiume's AXA Advisors, LLC Experience September 2013 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC September 2013 - Present
Office of Town Comptroller May 2011 - January 2012
Education
Binghamton University - School of Management 2010 — 2012
Finance
AXA Advisors, LLC September 2013 - Present
Office of Town Comptroller May 2011 - January 2012
Education
Binghamton University - School of Management 2010 — 2012
Finance
Slavek S. Laskowski Slavek S. Laskowski's AXA Advisors, LLC Experience January 2012 - Present
Job Associate Partner of The Business Strategies Group of Illinois, a division of AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors LLC January 2012 - Present
AXA Advisors, LLC June 2005 - Present
MidAmerica Bank September 2001 - June 2005
Education
DePaul University
Bachelor of Science, Finance
Elmwood Park High School
AXA Advisors LLC January 2012 - Present
AXA Advisors, LLC June 2005 - Present
MidAmerica Bank September 2001 - June 2005
Education
DePaul University
Bachelor of Science, Finance
Elmwood Park High School
Kirk Bramble Kirk Bramble's AXA Advisors, LLC Experience May 2007 - April 2009
Job Financial Consultant / Investment Advisor
Industry Financial Services
Experience
LKB & Associates Ltd. August 2009 - Present
ALX LLC (Veterinary Diagnostics Laboratory) April 2009 - April 2010
AXA Advisors, LLC May 2007 - April 2009
Washington Mutual Bank Inc. (JP Morgan Chase) October 2004 - October 2006
Off Campus College Transport Inc. January 2000 - December 2003
Education
Binghamton University 1998 — 2003
BS
Investment Securities & Inusrance Licensure
Series 6, 7, 63, 65
LKB & Associates Ltd. August 2009 - Present
ALX LLC (Veterinary Diagnostics Laboratory) April 2009 - April 2010
AXA Advisors, LLC May 2007 - April 2009
Washington Mutual Bank Inc. (JP Morgan Chase) October 2004 - October 2006
Off Campus College Transport Inc. January 2000 - December 2003
Education
Binghamton University 1998 — 2003
BS
Investment Securities & Inusrance Licensure
Series 6, 7, 63, 65
Andre H. Burrell's AXA Advisors, LLC Experience April 2007 - August 2007
Job Legal Consultant at DAC Management LLC
Industry Financial Services
Experience
DAC Management LLC 2014 - Present
Thomson Reuters October 2012 - January 2014
adMarketplace July 2012 - October 2012
Bloomberg, LP October 2008 - May 2012
Bloomberg, LP October 2007 - October 2008
AXA Advisors, LLC April 2007 - August 2007
Affinity Health Plan January 2004 - March 2007
Tollin/Robbins Productions 1998 - 2001
Agency for the Performing Arts (APA) 1997 - 1998
Skills
PPC, Search Advertising, Online Advertising, Digital Marketing, Digital Media, Digital Strategy, Keyword Advertising, Lead Generation, Mobile Advertising, Consultative Selling, Business Strategy, Business Networking, Finance, Sales Presentations, Analytics, Customer Acquisition, Integrated Marketing, Selling, Online Marketing, Business Development, Account Management, Market Data, Project Management, Salesforce.com, Social Media Marketing, Marketing, CRM, Training, Social Networking, Investments, Advertising Sales, Strategy, Strategic Partnerships, Sales Process, Sales, Business Planning, Analysis, Advertising, Leadership, Bloomberg
Education
Boston College Law School
Juris Doctor
Pepperdine University School of Law
Visiting Student
Williams College
B.A., English
DAC Management LLC 2014 - Present
Thomson Reuters October 2012 - January 2014
adMarketplace July 2012 - October 2012
Bloomberg, LP October 2008 - May 2012
Bloomberg, LP October 2007 - October 2008
AXA Advisors, LLC April 2007 - August 2007
Affinity Health Plan January 2004 - March 2007
Tollin/Robbins Productions 1998 - 2001
Agency for the Performing Arts (APA) 1997 - 1998
Skills
PPC, Search Advertising, Online Advertising, Digital Marketing, Digital Media, Digital Strategy, Keyword Advertising, Lead Generation, Mobile Advertising, Consultative Selling, Business Strategy, Business Networking, Finance, Sales Presentations, Analytics, Customer Acquisition, Integrated Marketing, Selling, Online Marketing, Business Development, Account Management, Market Data, Project Management, Salesforce.com, Social Media Marketing, Marketing, CRM, Training, Social Networking, Investments, Advertising Sales, Strategy, Strategic Partnerships, Sales Process, Sales, Business Planning, Analysis, Advertising, Leadership, Bloomberg
Education
Boston College Law School
Juris Doctor
Pepperdine University School of Law
Visiting Student
Williams College
B.A., English
Eric Marzinke Eric Marzinke's AXA Advisors, LLC Experience August 2000 - June 2004
Job Investment Advisor Representative* with ProMark Planners, Inc.
Industry Financial Services
Experience
ProMark Planners, Inc. January 2013 - Present
ProMark Benefits July 2004 - Present
Transamerica Financial Advisors June 2004 - January 2013
AXA Advisors, LLC August 2000 - June 2004
First National Bank of Sioux Falls March 1996 - July 2000
Education
College for Financial Planning 2014 — 2017
Financial Planning and Services
Wheaton College 1987 — 1991
BA, Business/Economics
ProMark Planners, Inc. January 2013 - Present
ProMark Benefits July 2004 - Present
Transamerica Financial Advisors June 2004 - January 2013
AXA Advisors, LLC August 2000 - June 2004
First National Bank of Sioux Falls March 1996 - July 2000
Education
College for Financial Planning 2014 — 2017
Financial Planning and Services
Wheaton College 1987 — 1991
BA, Business/Economics
Eliran Abekassis Eliran Abekassis's AXA Advisors, LLC Experience August 2007 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2007 - Present
Ramon International Insurance September 2006 - July 2007
Turning Stone Casino May 2003 - August 2006
UBS Wealth Management USA February 2004 - April 2005
Skills
Mutual Funds, Hedge Funds, Disability Insurance, Fixed Annuities, Finance, Insurance, Annuities, Bonds, Life Insurance, ETFs, Stocks, Disability, Health, Long Term Care, Structured Products, REITS
Education
Binghamton University
Bachelor of Arts (BA), Economics
AXA Advisors, LLC August 2007 - Present
Ramon International Insurance September 2006 - July 2007
Turning Stone Casino May 2003 - August 2006
UBS Wealth Management USA February 2004 - April 2005
Skills
Mutual Funds, Hedge Funds, Disability Insurance, Fixed Annuities, Finance, Insurance, Annuities, Bonds, Life Insurance, ETFs, Stocks, Disability, Health, Long Term Care, Structured Products, REITS
Education
Binghamton University
Bachelor of Arts (BA), Economics
Joon Cho, JD Joon Cho, JD's AXA Advisors, LLC Experience March 2005 - March 2007
Job Corporate Vice President | Head of Financial Planning at The Nautilus Group | A Service of New York Life
Industry Financial Services
Experience
The Nautilus Group A Service of New York Life October 2014 - Present
New York Life Advanced Planning Group 2009 - October 2014
Suffolk University Law School DC Alumni Chapter Board of Directors 2009 - 2011
Morgan Stanley Smith Barney, LLC April 2007 - November 2009
USPAACC 2009 - 2009
Fairfax County Human Rights Commission 2005 - 2009
AXA Advisors, LLC March 2005 - March 2007
Korean Central Presbyterian Church September 2002 - June 2006
Various Youth Group Ministries September 1989 - June 2006
Fairfax County Public School Human Relations Advisory Board 2005 - 2005
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Fixed Annuities, Series 7, Asset Management, Insurance, Portfolio Management, Asset Allocation, Risk Management, Strategy, Mergers & Acquisitions, Financial Advisory, Financial Services, Wealth, Life Insurance, Disability Insurance, Employee Benefits, Securities, Finance, Financial Planners, 401k, Pensions, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Uniform Combined State..., IRAs, Long-term Care, Series 6, Leadership, Alternative Investments, Investment Management, Wealth Management..., FINRA, High Net Worth..., Long Term Care Insurance, Succession Planning, Equities, Personal Financial..., Credit, Term Life Insurance, Financial Markets, Variable Annuities, 401k Rollovers, Personal Finance
Education
Suffolk University Law School 1995 — 1999
Juris Doctor, Law
Calvin College 1989 — 1992
Bachelor of Arts, Sociology
Smith Barney
FPS, Financial Planning Specialist Designation
The Nautilus Group A Service of New York Life October 2014 - Present
New York Life Advanced Planning Group 2009 - October 2014
Suffolk University Law School DC Alumni Chapter Board of Directors 2009 - 2011
Morgan Stanley Smith Barney, LLC April 2007 - November 2009
USPAACC 2009 - 2009
Fairfax County Human Rights Commission 2005 - 2009
AXA Advisors, LLC March 2005 - March 2007
Korean Central Presbyterian Church September 2002 - June 2006
Various Youth Group Ministries September 1989 - June 2006
Fairfax County Public School Human Relations Advisory Board 2005 - 2005
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Fixed Annuities, Series 7, Asset Management, Insurance, Portfolio Management, Asset Allocation, Risk Management, Strategy, Mergers & Acquisitions, Financial Advisory, Financial Services, Wealth, Life Insurance, Disability Insurance, Employee Benefits, Securities, Finance, Financial Planners, 401k, Pensions, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Uniform Combined State..., IRAs, Long-term Care, Series 6, Leadership, Alternative Investments, Investment Management, Wealth Management..., FINRA, High Net Worth..., Long Term Care Insurance, Succession Planning, Equities, Personal Financial..., Credit, Term Life Insurance, Financial Markets, Variable Annuities, 401k Rollovers, Personal Finance
Education
Suffolk University Law School 1995 — 1999
Juris Doctor, Law
Calvin College 1989 — 1992
Bachelor of Arts, Sociology
Smith Barney
FPS, Financial Planning Specialist Designation
Anna Smith Anna Smith's AXA Advisors, LLC Experience June 2011 - Present
Job District Office Administrator at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC June 2011 - Present
Davidson, Fox & Company, LLP December 2003 - September 2010
Doron Precision Systems, Inc. April 1990 - May 2003
Marine Midland Bank 1980 - 1990
Skills
Management, Program Management, Public Speaking, Customer Service, Sales, Microsoft Word, PowerPoint, Strategic Planning, Event Planning, Financial Analysis
Education
Binghamton University - School of Management 1982 — 1986
Masters, Business Administration
State University of New York College at Brockport
Bachelors, American History
AXA Advisors, LLC June 2011 - Present
Davidson, Fox & Company, LLP December 2003 - September 2010
Doron Precision Systems, Inc. April 1990 - May 2003
Marine Midland Bank 1980 - 1990
Skills
Management, Program Management, Public Speaking, Customer Service, Sales, Microsoft Word, PowerPoint, Strategic Planning, Event Planning, Financial Analysis
Education
Binghamton University - School of Management 1982 — 1986
Masters, Business Administration
State University of New York College at Brockport
Bachelors, American History
Ruth Motley Ruth Motley's AXA Advisors, LLC Experience August 2008 - August 2009
Job Executive Assistant & Event Planner
Industry Events Services
Experience
BENHAM Companies 2010 - 2014
AXA Advisors LLC August 2008 - August 2009
Various Non Profit organizations January 1998 - January 2008
Skills
Leadership, Event Management, Executive..., Office Administration, Event Planning, Marketing Management, Meeting Planning, Leading Meetings, Leadership Development, Team Leadership, Strategic Vision, Production Management, Management, Office Management, Team Building, Social Media, Public Speaking, Fundraising, Nonprofits, Public Relations, Customer Service, Community Outreach, Strategic Planning, Social Networking, Marketing, Volunteer Management
Education
Belmont University 2009 — 2009
Scarlett Leadership Institute, Meeting and Event Planning
Brownsville School of Ministry 1998 — 1999
Associate's Degree AA, Practical Ministry
BENHAM Companies 2010 - 2014
AXA Advisors LLC August 2008 - August 2009
Various Non Profit organizations January 1998 - January 2008
Skills
Leadership, Event Management, Executive..., Office Administration, Event Planning, Marketing Management, Meeting Planning, Leading Meetings, Leadership Development, Team Leadership, Strategic Vision, Production Management, Management, Office Management, Team Building, Social Media, Public Speaking, Fundraising, Nonprofits, Public Relations, Customer Service, Community Outreach, Strategic Planning, Social Networking, Marketing, Volunteer Management
Education
Belmont University 2009 — 2009
Scarlett Leadership Institute, Meeting and Event Planning
Brownsville School of Ministry 1998 — 1999
Associate's Degree AA, Practical Ministry
Alexandre Mansour Alexandre Mansour's AXA Advisors, LLC Experience August 2013 - Present
Job Managing Partner at French Desk, AXA Advisors, LLC
Industry Financial Services
Experience
French Desk, AXA Advisors, LLC February 2015 - Present
AXA Advisors, LLC August 2013 - Present
Magna Group Capital Management November 2012 - July 2013
The Global Emerging Markets Group (GEM) September 2011 - October 2012
Promob Decor February 2009 - December 2009
Phi Creative Solutions Pvt. Ltd. September 2008 - February 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, International business & finance
ISG Paris 2004 — 2009
MBA, Management
French Desk, AXA Advisors, LLC February 2015 - Present
AXA Advisors, LLC August 2013 - Present
Magna Group Capital Management November 2012 - July 2013
The Global Emerging Markets Group (GEM) September 2011 - October 2012
Promob Decor February 2009 - December 2009
Phi Creative Solutions Pvt. Ltd. September 2008 - February 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, International business & finance
ISG Paris 2004 — 2009
MBA, Management
Michael Minhas's AXA Advisors, LLC Experience 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC 2011 - Present
LPL Financial 2008 - 2010
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Accumulation..., College Education..., Life Insurance, Long Term Care Insurance, Wealth Preservation..., Estate Tax Planning, Charitable Gift Planning, Qualified Retirement..., Employee Stock Options, Finance, 401k, Estate Planning, Alternative Investments
Education
California State University-Fullerton - College of Business and Economics 2000 — 2004
B.A., Finance
AXA Advisors, LLC 2011 - Present
LPL Financial 2008 - 2010
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Accumulation..., College Education..., Life Insurance, Long Term Care Insurance, Wealth Preservation..., Estate Tax Planning, Charitable Gift Planning, Qualified Retirement..., Employee Stock Options, Finance, 401k, Estate Planning, Alternative Investments
Education
California State University-Fullerton - College of Business and Economics 2000 — 2004
B.A., Finance
Ken Webb, CFP®, CPWA® Ken Webb, CFP®, CPWA®'s AXA Advisors, LLC Experience 2000 - January 2013
Job Head of Product Support at AXA Advisors
Industry Financial Services
Experience
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Tony DePasquale Tony DePasquale's AXA Advisors, LLC Experience June 2002 - January 2004
Job Vice President / Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Elysien Private Wealth & Real Property January 2005 - Present
Merrill Lynch January 2004 - January 2005
AXA Advisors LLC June 2002 - January 2004
American Express January 2000 - January 2002
Skills
Financial Solutions &..., Fiduciary, Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Financial Planners, Insurance, Securities, Wealth, Financial Services, Banking, Private Equity, Finance, Small Business, Business Development, Strategy, Mortgage Lending
Education
University of Tennessee at Martin 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas 2000 — 2002
BA, Marketing and Economic History
Citrus College 1998 — 2000
Associate of Arts, Behavioral Science
Sultana High School
High School Diploma
BNY Mellon Wealth Management February 2015 - Present
Elysien Private Wealth & Real Property January 2005 - Present
Merrill Lynch January 2004 - January 2005
AXA Advisors LLC June 2002 - January 2004
American Express January 2000 - January 2002
Skills
Financial Solutions &..., Fiduciary, Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Financial Planners, Insurance, Securities, Wealth, Financial Services, Banking, Private Equity, Finance, Small Business, Business Development, Strategy, Mortgage Lending
Education
University of Tennessee at Martin 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas 2000 — 2002
BA, Marketing and Economic History
Citrus College 1998 — 2000
Associate of Arts, Behavioral Science
Sultana High School
High School Diploma
Mihir J Sangani Mihir J Sangani's AXA Advisors, LLC Experience December 2013 - August 2015
Job Director of Marketing and Business Development at Fuda Group USA Corp
Industry Mining & Metals
Experience
Fuda Group USA Corp August 2015 - Present
BackNine Ins & Financial Services Inc. August 2015 - Present
NM Equities Inc. Est.: 2002 April 2002 - Present
AXA Advisors LLC December 2013 - August 2015
T3 Trading Group, LLC March 2012 - March 2013
Blue Capital Inc November 2010 - September 2011
Ridgeway & Conger, Inc. August 2008 - June 2010
Everest Diamond Jewelry & Precious Metal division Charles Wolfe & Co Inc. May 1997 - August 2007
Rise Diamonds Inc. March 1996 - May 1997
Simi Diam & Prime Star January 1994 - December 1995
Skills
Investments, Asset Management, Business Strategy, Trading, Securities, Business Planning, Risk Management, Financial Services, Equities, Fixed Income, Merchandising, Global Sourcing, Global Marketing, Global Business..., Wealth Management, Financial Planning, Real Estate
Education
Bryant University 2015 — 2016
CFP (2015-2016), Finance and Financial Management Services
Kaplan Institute - New York 2013 — 2013
Finra Series 66 Licenses, United Combined State Law Exam, 77%
The Poh's Institute, New York, NY 2008 — 2010
Associate's degree, Insurance, 3.0
The Grieco Institute, Wall Street, NY 2005 — 2006
Associate Business Degree, Finance and Financial Management Services, 3.0
The Computer Institute, Flushing NY 1999 — 2001
Associate's degree, Computer Programming, Specific Applications, 3.3
St John's University; Queens, NY 2000 — 2000
Associate's degree, Real Estate, 3.3
University of Mumbai 1979 — 1983
BS, Finance, Statistic, Business Methods and Computer system, 3.1
Fuda Group USA Corp August 2015 - Present
BackNine Ins & Financial Services Inc. August 2015 - Present
NM Equities Inc. Est.: 2002 April 2002 - Present
AXA Advisors LLC December 2013 - August 2015
T3 Trading Group, LLC March 2012 - March 2013
Blue Capital Inc November 2010 - September 2011
Ridgeway & Conger, Inc. August 2008 - June 2010
Everest Diamond Jewelry & Precious Metal division Charles Wolfe & Co Inc. May 1997 - August 2007
Rise Diamonds Inc. March 1996 - May 1997
Simi Diam & Prime Star January 1994 - December 1995
Skills
Investments, Asset Management, Business Strategy, Trading, Securities, Business Planning, Risk Management, Financial Services, Equities, Fixed Income, Merchandising, Global Sourcing, Global Marketing, Global Business..., Wealth Management, Financial Planning, Real Estate
Education
Bryant University 2015 — 2016
CFP (2015-2016), Finance and Financial Management Services
Kaplan Institute - New York 2013 — 2013
Finra Series 66 Licenses, United Combined State Law Exam, 77%
The Poh's Institute, New York, NY 2008 — 2010
Associate's degree, Insurance, 3.0
The Grieco Institute, Wall Street, NY 2005 — 2006
Associate Business Degree, Finance and Financial Management Services, 3.0
The Computer Institute, Flushing NY 1999 — 2001
Associate's degree, Computer Programming, Specific Applications, 3.3
St John's University; Queens, NY 2000 — 2000
Associate's degree, Real Estate, 3.3
University of Mumbai 1979 — 1983
BS, Finance, Statistic, Business Methods and Computer system, 3.1
Daniel Paradise Daniel Paradise's AXA Advisors, LLC Experience June 2007 - March 2013
Job Divisional Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2013 - Present
AXA Advisors, LLC June 2007 - March 2013
Education
Canisius College 2004 — 2008
Bachelors, Finance
AXA Advisors March 2013 - Present
AXA Advisors, LLC June 2007 - March 2013
Education
Canisius College 2004 — 2008
Bachelors, Finance
Philip Lahr Philip Lahr's AXA Advisors, LLC Experience January 2010 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
The Bailey Group March 2011 - Present
AXA Advisors, LLC January 2010 - Present
Lahr's Carpet and Upholstery Cleaning January 2000 - December 2009
Education
Appalachian State University 2005 — 2009
Bachelor's degree, Finance and Banking
The Bailey Group March 2011 - Present
AXA Advisors, LLC January 2010 - Present
Lahr's Carpet and Upholstery Cleaning January 2000 - December 2009
Education
Appalachian State University 2005 — 2009
Bachelor's degree, Finance and Banking
Joseph Hurley, AIF(R) Joseph Hurley, AIF(R)'s AXA Advisors, LLC Experience 2001 - April 2010
Job Vice President, Gateway Financial Advisors
Industry Financial Services
Experience
Gateway Financial Advisors April 2010 - Present
Cambridge Investment Research April 2010 - Present
AXA Advisors, LLC 2001 - April 2010
Education
University of Washington 1997 — 1999
BS, Biology
Clark College 1994 — 1996
AS, Business Administration
Wharton Business School
Finance
Gateway Financial Advisors April 2010 - Present
Cambridge Investment Research April 2010 - Present
AXA Advisors, LLC 2001 - April 2010
Education
University of Washington 1997 — 1999
BS, Biology
Clark College 1994 — 1996
AS, Business Administration
Wharton Business School
Finance
Gregory Skipton Gregory Skipton's AXA Advisors, LLC Experience September 2011 - May 2013
Job Office Assistant at Susquehanna Health's Family Medicine Residency Program
Industry Hospital & Health Care
Experience
Susquehanna Health September 2013 - Present
Susquehanna Health July 2013 - September 2013
AXA Advisors, LLC September 2011 - May 2013
Gap Inc./Banana Republic September 2011 - September 2011
Deborah A. Geer Surgical, Inc. November 2010 - June 2011
Syracuse Opera September 2008 - June 2011
Whispering Strings June 1998 - June 2011
Merry-Go-Round Playhouse September 2010 - November 2010
Merry-Go-Round Playhouse November 2006 - September 2008
Geva Theatre Center September 2007 - May 2008
Skills
Ticketing Database..., Personal Interaction..., Teamwork, Organization, Office Management, Administrative Support, Executive Support, New Hire Orientation..., Recruiting, Marketing, Microsoft Office, Management, Non-profits, Singing, Music, Promotions, Event Management, Fundraising, Administrative..., PowerPoint, Event Planning, Customer Service, Musical Theatre, Theatre, Editing, Press Releases, Writing, Advertising, Public Speaking, Nonprofits, Teaching, Sales, Social Networking
Education
Ohio Dominican University 2012 — 2013
Master of Business Administration (MBA), Leadership and Business, 3.89
University of Rochester 2004 — 2008
BA, English & History
Bond University 2007 — 2007
N/A, Australian Writing & History
Eastman School of Music 2004 — 2008
N/A, Harp
St. Maria Goretti High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.86
Susquehanna Health September 2013 - Present
Susquehanna Health July 2013 - September 2013
AXA Advisors, LLC September 2011 - May 2013
Gap Inc./Banana Republic September 2011 - September 2011
Deborah A. Geer Surgical, Inc. November 2010 - June 2011
Syracuse Opera September 2008 - June 2011
Whispering Strings June 1998 - June 2011
Merry-Go-Round Playhouse September 2010 - November 2010
Merry-Go-Round Playhouse November 2006 - September 2008
Geva Theatre Center September 2007 - May 2008
Skills
Ticketing Database..., Personal Interaction..., Teamwork, Organization, Office Management, Administrative Support, Executive Support, New Hire Orientation..., Recruiting, Marketing, Microsoft Office, Management, Non-profits, Singing, Music, Promotions, Event Management, Fundraising, Administrative..., PowerPoint, Event Planning, Customer Service, Musical Theatre, Theatre, Editing, Press Releases, Writing, Advertising, Public Speaking, Nonprofits, Teaching, Sales, Social Networking
Education
Ohio Dominican University 2012 — 2013
Master of Business Administration (MBA), Leadership and Business, 3.89
University of Rochester 2004 — 2008
BA, English & History
Bond University 2007 — 2007
N/A, Australian Writing & History
Eastman School of Music 2004 — 2008
N/A, Harp
St. Maria Goretti High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.86
Bonnie- Clare Kunath's AXA Advisors, LLC Experience 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC 2007 - Present
Education
Boston College 1980 — 1984
BS in Carroll School of Management, cum laude, Marketing
Smithtown HS West, NY
AXA Advisors, LLC 2007 - Present
Education
Boston College 1980 — 1984
BS in Carroll School of Management, cum laude, Marketing
Smithtown HS West, NY
Debora Majher Debora Majher's AXA Advisors, LLC Experience February 2010 - February 2012
Job Financial Professional at The Legend Group
Industry Financial Services
Experience
The Legend Group February 2012 - Present
AXA Advisors, LLC February 2010 - February 2012
American Family Insurance February 2008 - February 2009
Education
Cleveland State University 1984 — 1988
BA 1985, Urban Studies
Ohio University 1980 — 1984
Business and Psychology
The Legend Group February 2012 - Present
AXA Advisors, LLC February 2010 - February 2012
American Family Insurance February 2008 - February 2009
Education
Cleveland State University 1984 — 1988
BA 1985, Urban Studies
Ohio University 1980 — 1984
Business and Psychology
Annie Kovaleva Annie Kovaleva's AXA Advisors, LLC Experience March 2007 - August 2008
Job Business Operations Specialist
Industry Information Technology and Services
Experience
Mason Auto Sales, LLC September 2011 - Present
Extended Results, Inc. August 2008 - August 2011
AXA Advisors LLC March 2007 - August 2008
Oppenheimer & Co., Inc. February 2005 - August 2006
Skills
Contract Negotiation, Benefits Administration, Account Management, Recruiting, Vendor Management, Management, Business Operations, Marketing, Team Building, Business Intelligence, Business Analysis, Human Resources, Negotiation, Project Management, Integration, SharePoint
Education
Bellevue Community College 2010 — 2012
AA Transfer Degree
Lake Washington Institute of Technology
Mason Auto Sales, LLC September 2011 - Present
Extended Results, Inc. August 2008 - August 2011
AXA Advisors LLC March 2007 - August 2008
Oppenheimer & Co., Inc. February 2005 - August 2006
Skills
Contract Negotiation, Benefits Administration, Account Management, Recruiting, Vendor Management, Management, Business Operations, Marketing, Team Building, Business Intelligence, Business Analysis, Human Resources, Negotiation, Project Management, Integration, SharePoint
Education
Bellevue Community College 2010 — 2012
AA Transfer Degree
Lake Washington Institute of Technology
Bill Newcomb, CFP®, MBA, JD Bill Newcomb, CFP®, MBA, JD's AXA Advisors, LLC Experience December 2008 - October 2010
Job CERTIFIED FINANCIAL PLANNER™ Professional and Principal at Newcomb Financial Advisors, LLC
Industry Financial Services
Experience
Newcomb Financial Advisors, LLC (self-employed) November 2010 - Present
AXA Advisors, LLC December 2008 - October 2010
Supportive Oncology Services October 2003 - July 2008
LifeTree Technologies January 2002 - October 2003
PAREXEL May 2000 - November 2001
Quintiles January 1995 - March 2000
Skills
Investment Management, Retirement Planning, Financial Planners, Financial Advisory, Risk Management, Personal Financial..., Certified Financial..., Education Funding, College Savings Plans, 401k Rollovers, Personal Budgeting, Debt Elimination
Education
Duke University 2008 — 2008
Executive Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
MBA
Albany Law School of Union University 1974 — 1977
JD
Dartmouth College 1970 — 1974
AB
Newcomb Financial Advisors, LLC (self-employed) November 2010 - Present
AXA Advisors, LLC December 2008 - October 2010
Supportive Oncology Services October 2003 - July 2008
LifeTree Technologies January 2002 - October 2003
PAREXEL May 2000 - November 2001
Quintiles January 1995 - March 2000
Skills
Investment Management, Retirement Planning, Financial Planners, Financial Advisory, Risk Management, Personal Financial..., Certified Financial..., Education Funding, College Savings Plans, 401k Rollovers, Personal Budgeting, Debt Elimination
Education
Duke University 2008 — 2008
Executive Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
MBA
Albany Law School of Union University 1974 — 1977
JD
Dartmouth College 1970 — 1974
AB
Kenneth Henderson Kenneth Henderson's AXA Advisors, LLC Experience February 2003 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC February 2003 - Present
Education
California State University-Long Beach - College of Business Administration 1983 — 1986
B S, Business Administration
AXA Advisors, LLC February 2003 - Present
Education
California State University-Long Beach - College of Business Administration 1983 — 1986
B S, Business Administration
Kimberly Shepherd, CLU Kimberly Shepherd, CLU's AXA Advisors, LLC Experience July 1992 - May 2015
Job Currently seeking new opportunities
Industry Financial Services
Experience
AXA Advisors, LLC July 1992 - May 2015
United States Army Reserve March 1990 - January 2005
US Army 2003 - 2004
Skills
Operations Management, Office Management, Administration, Strategic Planning, Performance Management, Attention to Detail, Lead by Example, Customer Service, Financial Recruiting, Talent Acquisition, LinkedIn Recruiter, CLU, Microsoft Office, Compliance
Education
American National University 2005 — 2006
Bachelor's Degree, Business Management
American National University 1994 — 1996
Associate's Degree, Computer Science
American National University 1992 — 1994
Accounting Diploma
Army Training 1991 — 2000
AXA Advisors, LLC July 1992 - May 2015
United States Army Reserve March 1990 - January 2005
US Army 2003 - 2004
Skills
Operations Management, Office Management, Administration, Strategic Planning, Performance Management, Attention to Detail, Lead by Example, Customer Service, Financial Recruiting, Talent Acquisition, LinkedIn Recruiter, CLU, Microsoft Office, Compliance
Education
American National University 2005 — 2006
Bachelor's Degree, Business Management
American National University 1994 — 1996
Associate's Degree, Computer Science
American National University 1992 — 1994
Accounting Diploma
Army Training 1991 — 2000
James M Coppola James M Coppola's AXA Advisors, LLC Experience July 1988 - Present
Job Tororun Winery/Owner
Industry Food & Beverages
Experience
Toro Run Winery January 2009 - Present
AXA Advisors, LLC July 1988 - Present
AXA Advisors
Skills
Sales, Investments, Strategic Financial..., Series 7, Financial Services, Retirement Planning, Wealth Management, Insurance, Management, Recruiting, Mutual Funds, Investment Advisory, Estate Planning, Retirement, Asset Allocation
Education
Cornell University 1980 — 1984
Bachelors, Economics
Cornell University
Economics
Toro Run Winery January 2009 - Present
AXA Advisors, LLC July 1988 - Present
AXA Advisors
Skills
Sales, Investments, Strategic Financial..., Series 7, Financial Services, Retirement Planning, Wealth Management, Insurance, Management, Recruiting, Mutual Funds, Investment Advisory, Estate Planning, Retirement, Asset Allocation
Education
Cornell University 1980 — 1984
Bachelors, Economics
Cornell University
Economics
Marcus Webb Marcus Webb's AXA Advisors, LLC Experience November 2008 - January 2012
Job Business Director at Simply Dental
Industry Medical Practice
Experience
Simply Dental February 2012 - Present
AXA Advisors, LLC November 2008 - January 2012
Square Magazine September 2007 - December 2008
Wikstrom Economic & Planning Consultants, Inc. December 2007 - April 2008
Brigham Young University September 2001 - April 2008
Skills
Dental Practice..., Small Business, Small Business..., Small Business Marketing, Management, Entrepreneurship, Dental Marketing, Dental Insurance, Economics, Advertising, Asset Allocation, Finance, Business Development
Education
Brigham Young University 2001 — 2008
B.S., Economics and Business
Simply Dental February 2012 - Present
AXA Advisors, LLC November 2008 - January 2012
Square Magazine September 2007 - December 2008
Wikstrom Economic & Planning Consultants, Inc. December 2007 - April 2008
Brigham Young University September 2001 - April 2008
Skills
Dental Practice..., Small Business, Small Business..., Small Business Marketing, Management, Entrepreneurship, Dental Marketing, Dental Insurance, Economics, Advertising, Asset Allocation, Finance, Business Development
Education
Brigham Young University 2001 — 2008
B.S., Economics and Business
Sarah Huelsman Sarah Huelsman's AXA Advisors, LLC Experience December 2014 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2014 - Present
Lamkin Wealth Management July 2014 - December 2014
Old National Bank April 2011 - June 2014
PNC Bank May 2005 - April 2011
Skills
Leadership, Strategy, Small Business, Sales, Team Building, Customer Service, Finance, Credit, Coaching, Training, Team Leadership, Business Development, Networking, Marketing, Risk Management, Leadership Development, Branch Banking, Customer Satisfaction, Consumer Lending, Budgets, Commercial Banking, Managerial, Banking
Education
University of Louisville 2006 — 2008
MBA, Business
Centre College 2001 — 2005
BA, Economics
AXA Advisors, LLC December 2014 - Present
Lamkin Wealth Management July 2014 - December 2014
Old National Bank April 2011 - June 2014
PNC Bank May 2005 - April 2011
Skills
Leadership, Strategy, Small Business, Sales, Team Building, Customer Service, Finance, Credit, Coaching, Training, Team Leadership, Business Development, Networking, Marketing, Risk Management, Leadership Development, Branch Banking, Customer Satisfaction, Consumer Lending, Budgets, Commercial Banking, Managerial, Banking
Education
University of Louisville 2006 — 2008
MBA, Business
Centre College 2001 — 2005
BA, Economics
W. Sandy Solomon, ChFC, CLU W. Sandy Solomon, ChFC, CLU's AXA Advisors, LLC Experience October 1996 - Present
Job Financial Consultant, Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 1996 - Present
AXA 1996 - 2015
AXA 1996 - 2015
NAIFA NC 1996 - 2014
NAIFA NC 1996 - 2014
BonHomme Shirtmakers, LTD February 1983 - August 1995
Education
The American College 2014 — 2015
RICP - Retirement Income Certified Professional
The American College 2002 — 2005
ChFC, CLU, Financial Planning, Estate and Business Succession, Investments, Tax Law
Columbus State University
AXA Advisors, LLC October 1996 - Present
AXA 1996 - 2015
AXA 1996 - 2015
NAIFA NC 1996 - 2014
NAIFA NC 1996 - 2014
BonHomme Shirtmakers, LTD February 1983 - August 1995
Education
The American College 2014 — 2015
RICP - Retirement Income Certified Professional
The American College 2002 — 2005
ChFC, CLU, Financial Planning, Estate and Business Succession, Investments, Tax Law
Columbus State University
Cherl Robinson Cherl Robinson's AXA Advisors, LLC Experience May 2012 - July 2014
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC May 2012 - July 2014
Comerica Bank June 2001 - May 2012
Education
Walsh College 2006 — 2010
Master of Science Finance, Personal Financial Planning
Davenport University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
AXA Advisors, LLC May 2012 - July 2014
Comerica Bank June 2001 - May 2012
Education
Walsh College 2006 — 2010
Master of Science Finance, Personal Financial Planning
Davenport University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Brett Jenne's AXA Advisors, LLC Experience January 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC January 2009 - Present
American Hotel Register July 2006 - September 2008
Education
Carthage College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
AXA Advisors, LLC January 2009 - Present
American Hotel Register July 2006 - September 2008
Education
Carthage College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
Dong Wook Han Dong Wook Han's AXA Advisors, LLC Experience May 2009 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA-Advisors, LLC May 2009 - Present
E Global Bridge, Inc. June 2002 - Present
AXA-Advisors, LLC October 1998 - May 2002
Skills
Retirement Planning, Wealth Management, Executive Benefit..., Estate Planning..., Financial Planning, Business Succession..., Investment Planning, Insurance Planning, Long Term Care Planning..., 401(K) Distribution..., Pension Distribution..., Wealth Preservation..., Tax-Efficient...
Education
Adelphi University 1996 — 1997
Master of Business Administration (MBA), Finance, General
Kyung Hee University 1991 — 1996
Bachelor's degree, Business Administration and Management, General
AXA-Advisors, LLC May 2009 - Present
E Global Bridge, Inc. June 2002 - Present
AXA-Advisors, LLC October 1998 - May 2002
Skills
Retirement Planning, Wealth Management, Executive Benefit..., Estate Planning..., Financial Planning, Business Succession..., Investment Planning, Insurance Planning, Long Term Care Planning..., 401(K) Distribution..., Pension Distribution..., Wealth Preservation..., Tax-Efficient...
Education
Adelphi University 1996 — 1997
Master of Business Administration (MBA), Finance, General
Kyung Hee University 1991 — 1996
Bachelor's degree, Business Administration and Management, General
Monica Roquitte's AXA Advisors, LLC Experience 2014 - Present
Job Financial Planner / Insurance / Tax Mitigation
Industry Financial Services
Experience
AXA Advisors, LLC 2014 - Present
FEGS 2013 - 2014
Project Renewal 2010 - 2013
LCSW 1999 - 2010
Education
University of Pennsylvania - The Wharton School
MBA, Finance and Management
New York University
MSW, Social Work
Wellesley College
BA, Economics
Columbia Business School
Executive Education, Senior Leaders Program
AXA Advisors, LLC 2014 - Present
FEGS 2013 - 2014
Project Renewal 2010 - 2013
LCSW 1999 - 2010
Education
University of Pennsylvania - The Wharton School
MBA, Finance and Management
New York University
MSW, Social Work
Wellesley College
BA, Economics
Columbia Business School
Executive Education, Senior Leaders Program
Raymond ten Hoopen, ChFC, CLU Raymond ten Hoopen, ChFC, CLU's AXA Advisors, LLC Experience July 2001 - May 2009
Job Retirement Planning Specialist
Industry Financial Services
Experience
AXA Equitable 1986 - Present
AXA Advisors, LLC July 2001 - May 2009
Skills
Insurance, Series 7, Estate Planning
Education
College of the Holy Cross 1981 — 1985
AXA Equitable 1986 - Present
AXA Advisors, LLC July 2001 - May 2009
Skills
Insurance, Series 7, Estate Planning
Education
College of the Holy Cross 1981 — 1985
Brandon Johns Brandon Johns's AXA Advisors, LLC Experience October 2008 - Present
Job Experienced Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2008 - Present
House of Wheels Inc August 2004 - December 2008
Skills
Investments, Wealth Management
Education
Boise State University 2003 — 2005
Business, Finance
Emmett High School
AXA Advisors, LLC October 2008 - Present
House of Wheels Inc August 2004 - December 2008
Skills
Investments, Wealth Management
Education
Boise State University 2003 — 2005
Business, Finance
Emmett High School
Arun Lai Arun Lai's AXA Advisors, LLC Experience December 2001 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2001 - Present
AXA Advisors,LLC October 2001 - Present
Clear Channel Communications May 1998 - December 2001
WEBN January 1972 - May 1998
Education
Delhi University 1967 — 1971
Economics, Economics
The Doon School 1961 — 1966
Senior Cambridge
AXA Advisors, LLC December 2001 - Present
AXA Advisors,LLC October 2001 - Present
Clear Channel Communications May 1998 - December 2001
WEBN January 1972 - May 1998
Education
Delhi University 1967 — 1971
Economics, Economics
The Doon School 1961 — 1966
Senior Cambridge
Samuel W Milner Samuel W Milner's AXA Advisors, LLC Experience August 2013 - Present
Job Financial Professional and Registered Representative AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2013 - Present
Scholfield GMC Buick Hyundai Supercenter June 2011 - August 2013
The Salvation Army November 2009 - November 2010
Auto Quest Super Center August 2006 - October 2009
Community National Bank July 1984 - August 2006
Skills
Public Speaking, Business Planning, Coaching, Public Relations, Social Networking, Marketing Strategy, Loans, Operations Management, Microsoft Office, Marketing Communications, Employee Training, B2B, Microsoft Word, Merchandising, Hiring, Human Resources, Automobile, Cross-functional Team..., Building Relationships, Automotive Aftermarket, Outlook, Business Strategy, CRM, Vehicles
Education
Emporia State University 1980 — 1983
Bachelor of Science in Business, Business Administration
Butler County Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
AXA Advisors, LLC August 2013 - Present
Scholfield GMC Buick Hyundai Supercenter June 2011 - August 2013
The Salvation Army November 2009 - November 2010
Auto Quest Super Center August 2006 - October 2009
Community National Bank July 1984 - August 2006
Skills
Public Speaking, Business Planning, Coaching, Public Relations, Social Networking, Marketing Strategy, Loans, Operations Management, Microsoft Office, Marketing Communications, Employee Training, B2B, Microsoft Word, Merchandising, Hiring, Human Resources, Automobile, Cross-functional Team..., Building Relationships, Automotive Aftermarket, Outlook, Business Strategy, CRM, Vehicles
Education
Emporia State University 1980 — 1983
Bachelor of Science in Business, Business Administration
Butler County Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Aruna Srinivasan's AXA Advisors, LLC Experience January 2013 - March 2015
Job Financial Services Professional offering securities products and services through NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
AXA Advisors LLC January 2013 - March 2015
AXA Business Services March 2004 - September 2008
Bank of Tokyo-Mitsubishi, Chennai November 2002 - May 2003
Skills
Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Estate Planning, Long-term Customer..., Business Networking, Social Media Marketing, Pensions, Insurance
Education
Institute For Technology and Management 2000 — 2002
Master of Business Administration (MBA), Finance & Systems
Anna Adarsh College For Women 1997 — 2000
Bachelors in Bank Management
New York Life Insurance Company March 2015 - Present
AXA Advisors LLC January 2013 - March 2015
AXA Business Services March 2004 - September 2008
Bank of Tokyo-Mitsubishi, Chennai November 2002 - May 2003
Skills
Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Estate Planning, Long-term Customer..., Business Networking, Social Media Marketing, Pensions, Insurance
Education
Institute For Technology and Management 2000 — 2002
Master of Business Administration (MBA), Finance & Systems
Anna Adarsh College For Women 1997 — 2000
Bachelors in Bank Management
Dino Pihakis Dino Pihakis's AXA Advisors, LLC Experience August 2002 - October 2008
Job Managing Sales Director Pittman Financial Partners an office of MetLife, Registered Principal MetLife Securities Inc
Industry Financial Services
Experience
Pittman Financial Partners an office of MetLife October 2008 - Present
AXA Advisors, LLC August 2002 - October 2008
AXA Advisors, LLC August 2000 - July 2002
Skills
Retirement Planning, Investments, Estate Planning, Financial Advisory, Securities, Insurance, Finance, IRAs, Wealth Management..., Management, Wealth Management, Employee Benefits, Mutual Funds, Asset Allocation, Disability Insurance, 401k, Fixed Annuities, Marketing, Retirement
Education
Auburn University 1991 — 1996
Bachelor of Arts, Communication
Pittman Financial Partners an office of MetLife October 2008 - Present
AXA Advisors, LLC August 2002 - October 2008
AXA Advisors, LLC August 2000 - July 2002
Skills
Retirement Planning, Investments, Estate Planning, Financial Advisory, Securities, Insurance, Finance, IRAs, Wealth Management..., Management, Wealth Management, Employee Benefits, Mutual Funds, Asset Allocation, Disability Insurance, 401k, Fixed Annuities, Marketing, Retirement
Education
Auburn University 1991 — 1996
Bachelor of Arts, Communication
John Lefferts's AXA Advisors, LLC Experience January 2004 - January 2009
Job Financial Services Retail Distribution Leader: Leads Transformational Change | Builds Successful Teams | Triplet Dad
Industry Financial Services
Experience
Lion Street Financial, LLC October 2012 - December 2013
Private Equity funded Distribution Firm February 2009 - October 2012
AXA Advisors, LLC January 2004 - January 2009
AXA Advisors September 2001 - January 2004
AXA Financial 2001 - 2004
AXA Advisors January 1997 - August 2001
AXA Advisors January 1989 - December 1996
AXA Advisors August 1984 - 1988
Skills
Investments, Insurance, Business Planning, Series 7, Strategy, Strategic Financial..., Financial Services, Leadership Development, Strategic Planning, Fixed Annuities, Series 63, Securities, CLU, Finance, Life Insurance, Leadership, Change Management, Public Speaking, Start-ups, Retirement Planning, Financial Advisory, Retirement, Blogging, Series 24, Marketing, Estate Planning, Employee Benefits, Business Transformation, Turnarounds, Compliance, Wealth Management, Investment Advisory, Training, Recruiting, Mutual Funds, Management, Financial Planning, Team Building, CFP®, Risk Management, Asset Management, Consulting, Business Strategy, Sales, Business Development
Education
Oregon State University 1976 — 1980
Bachelor of Science, Business
College for Financial Planning 1985 — 1987
CFP, Financial Planning
The American College 1989 — 1992
ChFC & CLU, Financial Planning
Lion Street Financial, LLC October 2012 - December 2013
Private Equity funded Distribution Firm February 2009 - October 2012
AXA Advisors, LLC January 2004 - January 2009
AXA Advisors September 2001 - January 2004
AXA Financial 2001 - 2004
AXA Advisors January 1997 - August 2001
AXA Advisors January 1989 - December 1996
AXA Advisors August 1984 - 1988
Skills
Investments, Insurance, Business Planning, Series 7, Strategy, Strategic Financial..., Financial Services, Leadership Development, Strategic Planning, Fixed Annuities, Series 63, Securities, CLU, Finance, Life Insurance, Leadership, Change Management, Public Speaking, Start-ups, Retirement Planning, Financial Advisory, Retirement, Blogging, Series 24, Marketing, Estate Planning, Employee Benefits, Business Transformation, Turnarounds, Compliance, Wealth Management, Investment Advisory, Training, Recruiting, Mutual Funds, Management, Financial Planning, Team Building, CFP®, Risk Management, Asset Management, Consulting, Business Strategy, Sales, Business Development
Education
Oregon State University 1976 — 1980
Bachelor of Science, Business
College for Financial Planning 1985 — 1987
CFP, Financial Planning
The American College 1989 — 1992
ChFC & CLU, Financial Planning
Yelena Makhlich's AXA Advisors, LLC Experience June 2010 - May 2013
Job Business Administration
Industry Investment Management
Experience
AllianceBernstein November 2014 - Present
KPMG May 2013 - November 2014
AXA Advisors LLC June 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Event Planning, Data Entry, Social Media, Research, Budgets, QuickBooks, Social Networking, Marketing, Recruiting, Training, Sales, Fundraising, Leadership, Office Management, Facebook, Event Management
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
AllianceBernstein November 2014 - Present
KPMG May 2013 - November 2014
AXA Advisors LLC June 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Event Planning, Data Entry, Social Media, Research, Budgets, QuickBooks, Social Networking, Marketing, Recruiting, Training, Sales, Fundraising, Leadership, Office Management, Facebook, Event Management
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
Wayne Roth's AXA Advisors, LLC Experience March 2002 - May 2003
Job Retirement Plan Consultant
Industry Investment Management
Experience
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
Lydia M. Beltran's AXA Advisors, LLC Experience March 2007 - November 2007
Job Learning a new industry: ATM/Debit Card Retail Fraud Servicing
Industry Banking
Experience
Bank of America May 2015 - Present
Bank of America August 2013 - April 2015
Bank of America August 2012 - July 2013
Bank of America February 2011 - July 2012
Bank of America January 2010 - January 2011
System Operation Services December 2007 - December 2009
AXA Advisors, LLC March 2007 - November 2007
American Funds August 2001 - May 2006
San Marino High School October 1998 - July 2001
Skills
Outlook, Customer Service, Accounts Payable, Credit, Customer Satisfaction, Management, Loans, Call Centers, Finance, Time Management, Analysis, Retail, Microsoft Word, Microsoft Excel, Banking, Investments, Invoicing, Accounting, Budgets, Coaching, Data Analysis, Financial Services, Forecasting, Inventory Management, Microsoft Office, Negotiation, Project Management, Sales
Education
California State University-Los Angeles 1994 — 2001
B.A., Liberal Studies
Sierra Vista High School 1989 — 1993
Bank of America May 2015 - Present
Bank of America August 2013 - April 2015
Bank of America August 2012 - July 2013
Bank of America February 2011 - July 2012
Bank of America January 2010 - January 2011
System Operation Services December 2007 - December 2009
AXA Advisors, LLC March 2007 - November 2007
American Funds August 2001 - May 2006
San Marino High School October 1998 - July 2001
Skills
Outlook, Customer Service, Accounts Payable, Credit, Customer Satisfaction, Management, Loans, Call Centers, Finance, Time Management, Analysis, Retail, Microsoft Word, Microsoft Excel, Banking, Investments, Invoicing, Accounting, Budgets, Coaching, Data Analysis, Financial Services, Forecasting, Inventory Management, Microsoft Office, Negotiation, Project Management, Sales
Education
California State University-Los Angeles 1994 — 2001
B.A., Liberal Studies
Sierra Vista High School 1989 — 1993
John Mazza's AXA Advisors, LLC Experience June 2015 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC June 2015 - Present
Wilkes Community College June 2007 - Present
Wilkes Community College August 2013 - June 2015
ConCarolinas November 2008 - June 2014
Appalachian State University August 2004 - May 2007
Skills
Client Education, Wealth Management, Investment Services, Investment Planning, Business Succession..., Business Succession..., Estate Planning..., Retirement Planning, Financial Services, Financial Strategies, Insurance Planning, Annuity Services, Tax-Deferred Investment..., Pension Distribution..., IRA Distribution...
Education
Wake Forest University 2015 — 2016
Executive Financial Planning Certification, Finance and Financial Management Services
Wake Forest University 2008 — 2010
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies, 3.65
Appalachian State University 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General / Film Studies, 3.2
Wilkes Community College 2001 — 2004
Associate of Arts (A.A.), History
North Wilkes High School
Diploma
AXA Advisors, LLC June 2015 - Present
Wilkes Community College June 2007 - Present
Wilkes Community College August 2013 - June 2015
ConCarolinas November 2008 - June 2014
Appalachian State University August 2004 - May 2007
Skills
Client Education, Wealth Management, Investment Services, Investment Planning, Business Succession..., Business Succession..., Estate Planning..., Retirement Planning, Financial Services, Financial Strategies, Insurance Planning, Annuity Services, Tax-Deferred Investment..., Pension Distribution..., IRA Distribution...
Education
Wake Forest University 2015 — 2016
Executive Financial Planning Certification, Finance and Financial Management Services
Wake Forest University 2008 — 2010
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies, 3.65
Appalachian State University 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General / Film Studies, 3.2
Wilkes Community College 2001 — 2004
Associate of Arts (A.A.), History
North Wilkes High School
Diploma
Brandon Allain's AXA Advisors, LLC Experience May 2015 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2015 - Present
Skills
Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Communication Skills, Customer Service, Research, Social Media, Data Analysis, Sales, Financial Analysis
Education
Clemson University 2010 — 2014
Bachelor of Science (BS), Finance, General
AXA Advisors, LLC May 2015 - Present
Skills
Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Communication Skills, Customer Service, Research, Social Media, Data Analysis, Sales, Financial Analysis
Education
Clemson University 2010 — 2014
Bachelor of Science (BS), Finance, General
Byron Dyck Byron Dyck's AXA Advisors, LLC Experience 1995 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 1995 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Insurance, Finance, Wealth Accumulation, Public Relations, Certified Financial..., Series 7, Retirement, Wealth Management, 401k, Mutual Funds, Estate Planning
Education
Biola University 1983 — 1987
Business
AXA Advisors, LLC 1995 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Insurance, Finance, Wealth Accumulation, Public Relations, Certified Financial..., Series 7, Retirement, Wealth Management, 401k, Mutual Funds, Estate Planning
Education
Biola University 1983 — 1987
Business
Shane Elliot Shane Elliot's AXA Advisors, LLC Experience January 2013 - February 2014
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC December 2014 - Present
Hoffco Brands, Inc. November 2013 - November 2014
AXA Advisors LLC January 2013 - February 2014
Colorado State University August 2010 - December 2012
Coopersmith's Pub and Brewery March 2011 - November 2012
New Era Realty June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Statistics, Teamwork, Time Management, Matlab, Marketing, Insurance, Financial Analysis, Finance, Leadership, Sales, Social Media, Investments, Social Media Marketing, Management, Financial Planning, Social Networking
Education
Colorado State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
University of Colorado at Boulder 2008 — 2010
NorthStar Securities, LLC December 2014 - Present
Hoffco Brands, Inc. November 2013 - November 2014
AXA Advisors LLC January 2013 - February 2014
Colorado State University August 2010 - December 2012
Coopersmith's Pub and Brewery March 2011 - November 2012
New Era Realty June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Statistics, Teamwork, Time Management, Matlab, Marketing, Insurance, Financial Analysis, Finance, Leadership, Sales, Social Media, Investments, Social Media Marketing, Management, Financial Planning, Social Networking
Education
Colorado State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
University of Colorado at Boulder 2008 — 2010
Michael Higginbotham Michael Higginbotham's AXA Advisors, LLC Experience April 2007 - September 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
Self-employed January 2014 - Present
Cambridge Financial Partners, LLC October 2011 - January 2014
AXA Advisors, LLC April 2007 - September 2011
Washington Mutual Bank July 1988 - July 2006
Skills
Investments, Small Business, Disability Insurance, Long-term Care, Finance, Retirement
Education
California State University-Northridge
Bachelor’s Degree, Business, Finance
California State University-Northridge
Bachelor of Science (B.S.), Business Administration and Management, General
Self-employed January 2014 - Present
Cambridge Financial Partners, LLC October 2011 - January 2014
AXA Advisors, LLC April 2007 - September 2011
Washington Mutual Bank July 1988 - July 2006
Skills
Investments, Small Business, Disability Insurance, Long-term Care, Finance, Retirement
Education
California State University-Northridge
Bachelor’s Degree, Business, Finance
California State University-Northridge
Bachelor of Science (B.S.), Business Administration and Management, General
Jesse Thomas Jesse Thomas's AXA Advisors, LLC Experience April 1999 - Present
Job Retirement Planning Specialist, California Insurance License Number 0H81449
Industry Financial Services
Experience
AXA Advisors, LLC April 1999 - Present
Corestates Bank 1991 - 1999
Education
Albright College 1997 — 1999
B.S. with High Honors, Business Administration
AXA Advisors, LLC April 1999 - Present
Corestates Bank 1991 - 1999
Education
Albright College 1997 — 1999
B.S. with High Honors, Business Administration
Bror Welander Bror Welander's AXA Advisors, LLC Experience February 2012 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC February 2012 - Present
Starbucks July 2011 - January 2012
SportsMonster Corp May 2010 - September 2010
Education
Denison University 2007 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
New Trier High School
AXA Advisors LLC February 2012 - Present
Starbucks July 2011 - January 2012
SportsMonster Corp May 2010 - September 2010
Education
Denison University 2007 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
New Trier High School
Ben Brackney Ben Brackney's AXA Advisors, LLC Experience June 2014 - May 2015
Job Analyst, Park Hill Group | Blackstone
Industry Venture Capital & Private Equity
Experience
The Blackstone Group June 2015 - Present
AXA Advisors, LLC June 2014 - May 2015
Kerber, Eck, and Braeckel, LLP May 2013 - August 2013
Skills
Private Equity, Venture Capital, Growth Capital, Structured Finance, Distressed Debt, Investments, Alternative Investments, Financial Risk, Retirement, Financial Accounting
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Blackstone Group June 2015 - Present
AXA Advisors, LLC June 2014 - May 2015
Kerber, Eck, and Braeckel, LLP May 2013 - August 2013
Skills
Private Equity, Venture Capital, Growth Capital, Structured Finance, Distressed Debt, Investments, Alternative Investments, Financial Risk, Retirement, Financial Accounting
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jeremy Martin, CLU Jeremy Martin, CLU's AXA Advisors, LLC Experience January 2001 - March 2010
Job Executive Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors August 2012 - February 2015
AXA Advisors March 2010 - August 2012
AXA Advisors LLC January 2001 - March 2010
AXA Advisors January 1997 - December 2000
Skills
Hiring, Recruiting, Helping Others Succeed, Financial Advisory, Wealth Accumulation, Wealth Preservation..., Helping Clients, Asset Protection, Income Protection, Estate Planning, Estate Tax Planning, Multi-generational..., Retirement Planning, Retirement Savings, Asset Management, Investment Advisory..., Sales Management, Business Development, Business Strategy, Leadership Development, Staff Retention, Staff Development
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Montclair High School 1988 — 1991
AXA Advisors March 2015 - Present
AXA Advisors August 2012 - February 2015
AXA Advisors March 2010 - August 2012
AXA Advisors LLC January 2001 - March 2010
AXA Advisors January 1997 - December 2000
Skills
Hiring, Recruiting, Helping Others Succeed, Financial Advisory, Wealth Accumulation, Wealth Preservation..., Helping Clients, Asset Protection, Income Protection, Estate Planning, Estate Tax Planning, Multi-generational..., Retirement Planning, Retirement Savings, Asset Management, Investment Advisory..., Sales Management, Business Development, Business Strategy, Leadership Development, Staff Retention, Staff Development
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Montclair High School 1988 — 1991
Jason Rains's AXA Advisors, LLC Experience May 2005 - June 2007
Job Officer / Operations Reporting Analyst / Team Lead / Project Manager at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Legacy Vocal Coaching February 2015 - Present
Home Team Insurance May 2009 - March 2012
Dagley Insurance And Financial Services November 2008 - May 2009
Adams Health Center June 2007 - November 2008
Axa Advisors, LLC May 2005 - June 2007
Skills
Sales, New Business Development, Advertising, Insurance, Microsoft Office, Customer Service, Team Building, Social Media, Leadership Development, Social Networking, Budgets, Training, Marketing Strategy, Public Speaking, Risk Management, Inventory Management, Marketing Communications, Recruiting, Coaching, Business Planning, Management, Leadership, Marketing, Project Management, Process Improvement, Program Management, Sellers, Non-profits, Nonprofits
Education
Liberty University 2014 — 2018
Master's Degree, Pastoral Studies/Counseling
American InterContinental University 2005 — 2007
Bachelor's Degree, Management; Organizational Psychology and Development
Bank of America July 2012 - Present
Legacy Vocal Coaching February 2015 - Present
Home Team Insurance May 2009 - March 2012
Dagley Insurance And Financial Services November 2008 - May 2009
Adams Health Center June 2007 - November 2008
Axa Advisors, LLC May 2005 - June 2007
Skills
Sales, New Business Development, Advertising, Insurance, Microsoft Office, Customer Service, Team Building, Social Media, Leadership Development, Social Networking, Budgets, Training, Marketing Strategy, Public Speaking, Risk Management, Inventory Management, Marketing Communications, Recruiting, Coaching, Business Planning, Management, Leadership, Marketing, Project Management, Process Improvement, Program Management, Sellers, Non-profits, Nonprofits
Education
Liberty University 2014 — 2018
Master's Degree, Pastoral Studies/Counseling
American InterContinental University 2005 — 2007
Bachelor's Degree, Management; Organizational Psychology and Development
Justin Chibucos, CRPC® Justin Chibucos, CRPC®'s AXA Advisors, LLC Experience May 2001 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2001 - Present
Accenture June 2000 - April 2001
Skills
Retirement Planning, Asset Allocation, Asset Managment, Wealth Management, Financial Analysis, Risk Management, Estate Planning, Financial Services, Strategic Financial..., Financial Planning
Education
Augustana College 1996 — 2000
BA, Finance & Marketing
AXA Advisors, LLC May 2001 - Present
Accenture June 2000 - April 2001
Skills
Retirement Planning, Asset Allocation, Asset Managment, Wealth Management, Financial Analysis, Risk Management, Estate Planning, Financial Services, Strategic Financial..., Financial Planning
Education
Augustana College 1996 — 2000
BA, Finance & Marketing
Noah Estrin Noah Estrin's AXA Advisors, LLC Experience May 2002 - January 2004
Job President at Estrin Asset Management, Inc.
Industry Investment Management
Experience
Royal Alliance Associates, Inc April 2004 - Present
Estrin Asset Management, Inc. January 2004 - Present
AXA Advisors, LLC May 2002 - January 2004
Skills
Investments, Securities, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Services, Life Insurance, Financial Advisory, Estate Planning, Mutual Funds, Retirement Planning, Wealth Management, Small Business, FINRA, Wealth Accumulation, Fixed Annuities, Series 7, IRAs, Series 63, Insurance, 401k Rollovers
Education
Florida State University 1993 — 1995
B.A., Philosophy
Cornell University 1991 — 1993
Engineering
Royal Alliance Associates, Inc April 2004 - Present
Estrin Asset Management, Inc. January 2004 - Present
AXA Advisors, LLC May 2002 - January 2004
Skills
Investments, Securities, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Services, Life Insurance, Financial Advisory, Estate Planning, Mutual Funds, Retirement Planning, Wealth Management, Small Business, FINRA, Wealth Accumulation, Fixed Annuities, Series 7, IRAs, Series 63, Insurance, 401k Rollovers
Education
Florida State University 1993 — 1995
B.A., Philosophy
Cornell University 1991 — 1993
Engineering
Jeffrey Auerbach Jeffrey Auerbach's AXA Advisors, LLC Experience January 2008 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2008 - Present
Skills
Insurance, Series 7, Mutual Funds, Financial Analysis, Financial Modeling, Retirement, Securities, Asset Allocation, Life Insurance, Term Life Insurance, Series 63, Retirement Planning, Disability Income...
Education
Arizona State University 1985 — 1990
Political Science
AXA Advisors, LLC January 2008 - Present
Skills
Insurance, Series 7, Mutual Funds, Financial Analysis, Financial Modeling, Retirement, Securities, Asset Allocation, Life Insurance, Term Life Insurance, Series 63, Retirement Planning, Disability Income...
Education
Arizona State University 1985 — 1990
Political Science
Richard Lyons Richard Lyons's AXA Advisors, LLC Experience December 2013 - December 2014
Job Internal Opportunity Manager for Microsoft
Industry Information Technology and Services
Experience
Microsoft January 2015 - Present
N3 January 2015 - Present
AXA Advisors, LLC December 2013 - December 2014
Clemson Television 2010 - 2013
Cox Media January 2011 - February 2012
Skills
Series 7, Series 66, Retirement Planning, Life & Health Insurance..., Investment Strategies, Wealth Accumulation, Estate Planning, Long Term Care Insurance, Wealth Management, Mutual Funds, Leadership, Strategic Leadership, Leadership Development, Team Leadership, Music Production, Video Production, Radio Broadcasting, Broadcast Television
Education
Clemson University 2008 — 2012
Bachelor of Arts (B.A.), Production Studies
Microsoft January 2015 - Present
N3 January 2015 - Present
AXA Advisors, LLC December 2013 - December 2014
Clemson Television 2010 - 2013
Cox Media January 2011 - February 2012
Skills
Series 7, Series 66, Retirement Planning, Life & Health Insurance..., Investment Strategies, Wealth Accumulation, Estate Planning, Long Term Care Insurance, Wealth Management, Mutual Funds, Leadership, Strategic Leadership, Leadership Development, Team Leadership, Music Production, Video Production, Radio Broadcasting, Broadcast Television
Education
Clemson University 2008 — 2012
Bachelor of Arts (B.A.), Production Studies
Georgette Geller Georgette Geller's AXA Advisors, LLC Experience October 2006 - Present
Job Executive Vice President
Industry Financial Services
Experience
AXA Advisors, LLC October 2006 - Present
AXA Advisors, LLC June 1993 - September 2006
AXA Advisors, LLC August 1989 - May 1993
Education
Boston University 1985 — 1989
Bachelor's Degree, Economics and Business
The American College
ChFC - Chartered Financial Consultant, Advanced Financial Planning
The American College
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
AXA Advisors, LLC October 2006 - Present
AXA Advisors, LLC June 1993 - September 2006
AXA Advisors, LLC August 1989 - May 1993
Education
Boston University 1985 — 1989
Bachelor's Degree, Economics and Business
The American College
ChFC - Chartered Financial Consultant, Advanced Financial Planning
The American College
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
Donna (Jolly) Villiott's AXA Advisors, LLC Experience December 2012 - July 2013
Job Talent Acquisition Executive Recruiter at SunTrust Bank
Industry Banking
Experience
SunTrust Bank February 2015 - Present
Media General August 2013 - January 2015
AXA Advisors, LLC December 2012 - July 2013
AXA Advisors, LLC September 2012 - December 2012
Genworth Financial December 2006 - September 2012
Genworth Financial March 2006 - December 2006
Skills
Operations Management, Managing Employees, Strategic Planning, Organizational..., Insurance, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Annuities, Referrals, Training Skills, Public Speaking, Talent Acquisition, Sourcing, Cold Calling, Interviewing, Onboarding, Screening, Social Networking, Applicant Tracking..., Job Fairs, New Hire Orientation, College Recruiting, Benefits, Job Descriptions, Background Checks, CLTC, LTCP, Performance Management, Employee Benefits, Interviews, Fixed Annuities, Training, Hiring, Health Insurance, Talent Management, New Hire Orientations, Recruiting, Management, Networking, Leadership, Marketing, Program Management, Sales
Education
Christopher Newport University
Bachelor of Science in Business Administration, Business, Management, Marketing
SunTrust Bank February 2015 - Present
Media General August 2013 - January 2015
AXA Advisors, LLC December 2012 - July 2013
AXA Advisors, LLC September 2012 - December 2012
Genworth Financial December 2006 - September 2012
Genworth Financial March 2006 - December 2006
Skills
Operations Management, Managing Employees, Strategic Planning, Organizational..., Insurance, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Annuities, Referrals, Training Skills, Public Speaking, Talent Acquisition, Sourcing, Cold Calling, Interviewing, Onboarding, Screening, Social Networking, Applicant Tracking..., Job Fairs, New Hire Orientation, College Recruiting, Benefits, Job Descriptions, Background Checks, CLTC, LTCP, Performance Management, Employee Benefits, Interviews, Fixed Annuities, Training, Hiring, Health Insurance, Talent Management, New Hire Orientations, Recruiting, Management, Networking, Leadership, Marketing, Program Management, Sales
Education
Christopher Newport University
Bachelor of Science in Business Administration, Business, Management, Marketing
Marley Bernard Marley Bernard's AXA Advisors, LLC Experience August 2006 - Present
Job Vice President, National Division at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2006 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Boston University 2002 — 2006
Bachelor of Science in Business Administration
Ramaz 1987 — 2002
AXA Advisors, LLC August 2006 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Boston University 2002 — 2006
Bachelor of Science in Business Administration
Ramaz 1987 — 2002
Anne Laflamme Anne Laflamme's AXA Advisors, LLC Experience March 2003 - August 2006
Job Loan Officer at Natbank
Industry Banking
Experience
National Bank of Canada November 2012 - Present
US Army June 2005 - June 2015
US Army September 2010 - December 2011
Pahl Tire January 2008 - May 2008
AXA Advisors, LLC March 2003 - August 2006
Great Lakes Educational Loan Services February 2002 - March 2003
Professional Career Development Institute February 2001 - February 2002
City of Hollywood July 2000 - December 2000
NASD Regulations, Inc May 1997 - July 2000
Skills
Administration, Scheduling, Customer Relations, Logistics Planning, Logistics Management, Lean Sigma, SharePoint, Microsoft Office, Customer Service, Process Scheduler, Management, Military Logistics, Process Improvement, Troubleshooting, System Administration, Six Sigma, Microsoft Excel, Program Management, Leadership, Human Resources, Public Speaking, Analysis, Military, Team Leadership, Military Operations, Training, Security Clearance
Education
University of Wisconsin-Madison - School of Business 2006 — 2009
BBA, Management and Human Resources
Broward College 1999 — 2001
Associate of Arts, Liberal Arts
Montcalm High School 1994 — 1995
High School Diploma
National Bank of Canada November 2012 - Present
US Army June 2005 - June 2015
US Army September 2010 - December 2011
Pahl Tire January 2008 - May 2008
AXA Advisors, LLC March 2003 - August 2006
Great Lakes Educational Loan Services February 2002 - March 2003
Professional Career Development Institute February 2001 - February 2002
City of Hollywood July 2000 - December 2000
NASD Regulations, Inc May 1997 - July 2000
Skills
Administration, Scheduling, Customer Relations, Logistics Planning, Logistics Management, Lean Sigma, SharePoint, Microsoft Office, Customer Service, Process Scheduler, Management, Military Logistics, Process Improvement, Troubleshooting, System Administration, Six Sigma, Microsoft Excel, Program Management, Leadership, Human Resources, Public Speaking, Analysis, Military, Team Leadership, Military Operations, Training, Security Clearance
Education
University of Wisconsin-Madison - School of Business 2006 — 2009
BBA, Management and Human Resources
Broward College 1999 — 2001
Associate of Arts, Liberal Arts
Montcalm High School 1994 — 1995
High School Diploma
Tony Raia Tony Raia's AXA Advisors, LLC Experience October 2002 - Present
Job Managing Partner at Wells, Roselieb, & Raia Wealth Management
Industry Financial Services
Experience
Wells, Roselieb, & Raia Wealth Management January 2006 - Present
AXA Advisors, LLC October 2002 - Present
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Investment Allocation, Wealth Transfer, Distribution Planning, Financial Planning, Charitable Planning, Investment Planning, IRA Rollover, 401k Rollovers, Roth Conversion, Long Term Care Insurance, Estate Planning
Education
University of Dayton 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
College of DuPage 1994 — 1995
St. Francis High School, Wheaton IL 1990 — 1994
Wells, Roselieb, & Raia Wealth Management January 2006 - Present
AXA Advisors, LLC October 2002 - Present
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Investment Allocation, Wealth Transfer, Distribution Planning, Financial Planning, Charitable Planning, Investment Planning, IRA Rollover, 401k Rollovers, Roth Conversion, Long Term Care Insurance, Estate Planning
Education
University of Dayton 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
College of DuPage 1994 — 1995
St. Francis High School, Wheaton IL 1990 — 1994
Sharif Hassan Sharif Hassan's AXA Advisors, LLC Experience November 2006 - August 2007
Job Legal & Compliance Analyst/Paralegal at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Kimberly Kopp, MBA Kimberly Kopp, MBA's AXA Advisors, LLC Experience September 2013 - June 2014
Job WellsTrade at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
AXA Advisors, LLC September 2013 - June 2014
Bob Jones University August 2011 - September 2013
Find Great People (FGP) September 2010 - April 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Bob Jones University
Bachelor of Science (B.S.) and MBA, Finance
Wells Fargo July 2014 - Present
AXA Advisors, LLC September 2013 - June 2014
Bob Jones University August 2011 - September 2013
Find Great People (FGP) September 2010 - April 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Bob Jones University
Bachelor of Science (B.S.) and MBA, Finance
Brian L. Bickford's AXA Advisors, LLC Experience January 2009 - Present
Job Divisional Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2009 - Present
Skills
Wealth Management, Financial Planning IAR, Investment Services, Business Succession..., Executive Benefits..., Retirement Planning..., Estate Planning..., Financial Services, Financial Strategies, Investment Advisory..., Insurance Strategies, Tax-Efficient Investing..., IRA Distribution..., Risk Mangement
Education
California State University-San Marcos - College of Business Administration
Bachelors of Science, Businesss Administration Finance
Vista High School 1999 — 2003
AXA Advisors, LLC January 2009 - Present
Skills
Wealth Management, Financial Planning IAR, Investment Services, Business Succession..., Executive Benefits..., Retirement Planning..., Estate Planning..., Financial Services, Financial Strategies, Investment Advisory..., Insurance Strategies, Tax-Efficient Investing..., IRA Distribution..., Risk Mangement
Education
California State University-San Marcos - College of Business Administration
Bachelors of Science, Businesss Administration Finance
Vista High School 1999 — 2003
Jonathan Bright Jonathan Bright's AXA Advisors, LLC Experience July 2014 - Present
Job Financial Professional : AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC July 2014 - Present
AAFES November 2011 - December 2013
AAFES June 2010 - September 2011
Skills
Store Management, Coaching, Financial Planning, Financial Risk, Wealth Management..., Driving Results, strategic..., Team Leadership, Mentoring, Retail, Profit, Inventory Management, Visual Merchandising, Inventory Control, Retail Sales, Customer Service, Store Operations, CPFR, Customer Satisfaction, Shrinkage, P&L, Sales, Team Building, Public Speaking, Project Management, Negotiation, Motivation
Education
Amberton University 2008 — 2010
Master of Business Administration (M.B.A.), Strategic Leadership
Park University 2003 — 2006
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude
Baker College of Flint 1988 — 1990
Associate of Science (AS), Hotel/Motel Administration/Management
American Management Association 2011 — 2011
completion of Negotiating to WIn
American Management Association 2011 — 2011
Certificate: Planning and Managing Organizational Change
Mountain View College 2005 — 2006
Marketing Certificate of Completion, Marketing, A
AXA Advisors, LLC July 2014 - Present
AAFES November 2011 - December 2013
AAFES June 2010 - September 2011
Skills
Store Management, Coaching, Financial Planning, Financial Risk, Wealth Management..., Driving Results, strategic..., Team Leadership, Mentoring, Retail, Profit, Inventory Management, Visual Merchandising, Inventory Control, Retail Sales, Customer Service, Store Operations, CPFR, Customer Satisfaction, Shrinkage, P&L, Sales, Team Building, Public Speaking, Project Management, Negotiation, Motivation
Education
Amberton University 2008 — 2010
Master of Business Administration (M.B.A.), Strategic Leadership
Park University 2003 — 2006
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude
Baker College of Flint 1988 — 1990
Associate of Science (AS), Hotel/Motel Administration/Management
American Management Association 2011 — 2011
completion of Negotiating to WIn
American Management Association 2011 — 2011
Certificate: Planning and Managing Organizational Change
Mountain View College 2005 — 2006
Marketing Certificate of Completion, Marketing, A
Philip Hutchison Philip Hutchison's AXA Advisors, LLC Experience March 1985 - Present
Job at D/B/A Hutchison Insurance and Financial Services
Industry Financial Services
Experience
Hutchison Insurance and Financial Services January 2010 - Present
AXA Advisors, LLC March 1985 - Present
Fayette Co Chamber of Commerces 2010 - 2011
West Virginia University Extension Service September 1981 - August 1984
Montgomery Ward and Co January 1980 - September 1980
Raleigh County Board of Education September 1979 - December 1979
Summer County Board of Education September 1978 - June 1979
Skills
Insurance Planning, Health Insurance..., Annuity Planning..., Emoloyee Benefits..., Retirement Planning, 401k Distrabution..., Long Term Care Planning, Small Business..., Disability Insurance..., Customer Service
Education
Marshall University 1979 — 1986
MA in Ed Ad, Education
Concord University 1974 — 1977
BS in Ed, Elementary Education
Mountain State University 1972 — 1972
None, General Studies
Woodrow Wilson High School 1969 — 1972
General, General Studies
Hutchison Insurance and Financial Services January 2010 - Present
AXA Advisors, LLC March 1985 - Present
Fayette Co Chamber of Commerces 2010 - 2011
West Virginia University Extension Service September 1981 - August 1984
Montgomery Ward and Co January 1980 - September 1980
Raleigh County Board of Education September 1979 - December 1979
Summer County Board of Education September 1978 - June 1979
Skills
Insurance Planning, Health Insurance..., Annuity Planning..., Emoloyee Benefits..., Retirement Planning, 401k Distrabution..., Long Term Care Planning, Small Business..., Disability Insurance..., Customer Service
Education
Marshall University 1979 — 1986
MA in Ed Ad, Education
Concord University 1974 — 1977
BS in Ed, Elementary Education
Mountain State University 1972 — 1972
None, General Studies
Woodrow Wilson High School 1969 — 1972
General, General Studies
Spencer Kemmeling's AXA Advisors, LLC Experience February 2008 - December 2010
Job Corporate Development (M&A)
Industry Investment Management
Experience
Fulghum Fibres April 2014 - Present
Keefe, Bruyette & Woods December 2010 - August 2012
AXA Advisors LLC February 2008 - December 2010
Skills
Mergers, Portfolio Management, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Equity Research, Series 7, Series 63, IPO, Financial Services, Mergers & Acquisitions
Education
Georgia Regents University 2015 — 2016
Certificate of Accountancy, Accounting and Finance
Butler University 2012 — 2014
Master of Business Administration (M.B.A.), Financial Analytics, GPA: 3.92
Indiana University Bloomington 2000 — 2005
BS, Finance, Business Process Management
Prairie Ridge HS 1996 — 2000
Fulghum Fibres April 2014 - Present
Keefe, Bruyette & Woods December 2010 - August 2012
AXA Advisors LLC February 2008 - December 2010
Skills
Mergers, Portfolio Management, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Equity Research, Series 7, Series 63, IPO, Financial Services, Mergers & Acquisitions
Education
Georgia Regents University 2015 — 2016
Certificate of Accountancy, Accounting and Finance
Butler University 2012 — 2014
Master of Business Administration (M.B.A.), Financial Analytics, GPA: 3.92
Indiana University Bloomington 2000 — 2005
BS, Finance, Business Process Management
Prairie Ridge HS 1996 — 2000
Jason Dummert, CFP®, CLU® Jason Dummert, CFP®, CLU®'s AXA Advisors, LLC Experience January 2015 - Present
Job Regional President, Southeast Region at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC January 2015 - Present
AXA Advisors, LLC April 2013 - Present
Education
Brown University 1992 — 1996
BA
AXA Advisors, LLC January 2015 - Present
AXA Advisors, LLC April 2013 - Present
Education
Brown University 1992 — 1996
BA
Julian Tong Julian Tong's AXA Advisors, LLC Experience January 2011 - April 2011
Job BI Analyst at BIPB
Industry Information Technology and Services
Experience
BIPB March 2015 - Present
Udacity February 2015 - Present
Nextsound.co April 2014 - January 2015
New York University/McGill University October 2011 - October 2014
McGill University May 2014 - August 2014
McGill University September 2013 - May 2014
Ground Support June 2012 - August 2013
Porto Rico Importing Co. October 2010 - August 2012
AXA Advisors, LLC January 2011 - April 2011
De Anza College March 2009 - December 2009
Skills
Research, Data Analysis, Teaching, Matlab, Stata, Python, SQL, Qlikview, Qlik Sense, Tableau, Ruby, LaTeX, S-Plus, R, Microsoft Excel, PowerPoint, Microsoft Office, Heroku, Git, HTML, CSS, Statistics
Education
McGill University 2013 — 2014
Master of Arts (MA), Economics
New York University 2010 — 2012
Bachelor of Arts (BA), Economics and Mathematics
De Anza College 2007 — 2009
Economics
Homestead High
BIPB March 2015 - Present
Udacity February 2015 - Present
Nextsound.co April 2014 - January 2015
New York University/McGill University October 2011 - October 2014
McGill University May 2014 - August 2014
McGill University September 2013 - May 2014
Ground Support June 2012 - August 2013
Porto Rico Importing Co. October 2010 - August 2012
AXA Advisors, LLC January 2011 - April 2011
De Anza College March 2009 - December 2009
Skills
Research, Data Analysis, Teaching, Matlab, Stata, Python, SQL, Qlikview, Qlik Sense, Tableau, Ruby, LaTeX, S-Plus, R, Microsoft Excel, PowerPoint, Microsoft Office, Heroku, Git, HTML, CSS, Statistics
Education
McGill University 2013 — 2014
Master of Arts (MA), Economics
New York University 2010 — 2012
Bachelor of Arts (BA), Economics and Mathematics
De Anza College 2007 — 2009
Economics
Homestead High
Tyler Lemmon Tyler Lemmon's AXA Advisors, LLC Experience August 2010 - December 2012
Job MBA Candidate 2016 at W.P Carey School of Business, Arizona State University
Industry Financial Services
Experience
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
James E. Fields James E. Fields's AXA Advisors, LLC Experience August 2014 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2014 - Present
Edward Jones June 2013 - December 2013
Northwestern Mutual August 2012 - April 2013
Farmers Insurance & Financial Services 2011 - 2012
Vista Chamber of Commerce 2009 - 2011
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelors
Rancho Buena Vista High School 1994 — 1998
Diploma
AXA Advisors, LLC August 2014 - Present
Edward Jones June 2013 - December 2013
Northwestern Mutual August 2012 - April 2013
Farmers Insurance & Financial Services 2011 - 2012
Vista Chamber of Commerce 2009 - 2011
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelors
Rancho Buena Vista High School 1994 — 1998
Diploma
Russel Betts Russel Betts's AXA Advisors, LLC Experience June 1997 - Present
Job Financial Professional at AXA Advisors, LLC & Dergalis Associates
Industry Financial Services
Experience
Dergalis Associates October 2005 - Present
AXA Advisors LLC June 1997 - Present
Education
Arkansas State University 1985 — 1990
Bachelor’s Degree, Business Management
Dergalis Associates October 2005 - Present
AXA Advisors LLC June 1997 - Present
Education
Arkansas State University 1985 — 1990
Bachelor’s Degree, Business Management
Jerry Ishida Jerry Ishida's AXA Advisors, LLC Experience January 2012 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2012 - Present
KEC America July 2007 - June 2010
Hitachi Home Electronics America March 2002 - March 2006
Toshiba America Electronic Components, Inc. April 1994 - September 2001
Skills
Series 7, Series 66, Japanese to English..., Licensed Massage..., Japanese business...
Education
Sarasota School of Massage Therapy 2007 — 2009
Certificate, Massage Therapy/Therapeutic Massage
Tokyo University of Foreign Studies 1981 — 1985
Bachelor of Arts (B.A.), Spanish Language and Literature
AXA Advisors, LLC January 2012 - Present
KEC America July 2007 - June 2010
Hitachi Home Electronics America March 2002 - March 2006
Toshiba America Electronic Components, Inc. April 1994 - September 2001
Skills
Series 7, Series 66, Japanese to English..., Licensed Massage..., Japanese business...
Education
Sarasota School of Massage Therapy 2007 — 2009
Certificate, Massage Therapy/Therapeutic Massage
Tokyo University of Foreign Studies 1981 — 1985
Bachelor of Arts (B.A.), Spanish Language and Literature
Alan Range, CLU, ChFC Alan Range, CLU, ChFC's AXA Advisors, LLC Experience August 2013 - Present
Job Senior Manager Branch Operations at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2013 - Present
VALIC October 2011 - August 2013
AXA-Equitable 2007 - 2010
AXA EQUITABLE 2002 - 2006
AXA Equitable 1999 - 2002
AXA EQUITABLE 1997 - 1999
AXA Equitable 1994 - 1996
AXA EQUITABLE 1991 - 1994
AXA Equitable 1990 - 1991
Aetna Life & Casualty 1987 - 1990
Skills
Strategic Financial..., Life Insurance, Selling Skills, Training, Management Development, Employee Benefits, Product Development, Insurance, Series 7, Retirement Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Estate Planning, 401k, Relationship Management
Education
Baylor University 1973 — 1977
BA, Managment, Marketing
Hillcrest High School 1970 — 1973
AXA Advisors, LLC August 2013 - Present
VALIC October 2011 - August 2013
AXA-Equitable 2007 - 2010
AXA EQUITABLE 2002 - 2006
AXA Equitable 1999 - 2002
AXA EQUITABLE 1997 - 1999
AXA Equitable 1994 - 1996
AXA EQUITABLE 1991 - 1994
AXA Equitable 1990 - 1991
Aetna Life & Casualty 1987 - 1990
Skills
Strategic Financial..., Life Insurance, Selling Skills, Training, Management Development, Employee Benefits, Product Development, Insurance, Series 7, Retirement Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Estate Planning, 401k, Relationship Management
Education
Baylor University 1973 — 1977
BA, Managment, Marketing
Hillcrest High School 1970 — 1973
Tony (Ming L.) Wu Tony (Ming L.) Wu's AXA Advisors, LLC Experience November 1996 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC November 1996 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Series 7, Annuity Services, Investment Advisory..., Insurance Services, Tax-deferred Investment..., IRA Distribution..., Risk Management, Long-term Care Planning...
Education
University of Southern California - Marshall School of Business 1989 — 1991
MBA, Marketing and Finance
Cornell University 1987 — 1989
M.S., Food Science
National Taiwan University 1981 — 1985
B.S., Chemistry
AXA Advisors, LLC November 1996 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Series 7, Annuity Services, Investment Advisory..., Insurance Services, Tax-deferred Investment..., IRA Distribution..., Risk Management, Long-term Care Planning...
Education
University of Southern California - Marshall School of Business 1989 — 1991
MBA, Marketing and Finance
Cornell University 1987 — 1989
M.S., Food Science
National Taiwan University 1981 — 1985
B.S., Chemistry
Carl Hultgren Carl Hultgren's AXA Advisors, LLC Experience February 2010 - April 2011
Job Transportation Engineer at Ramey Kemp & Associates, Inc
Industry Civil Engineering
Experience
Ramey Kemp & Associates, Inc May 2011 - Present
AXA Advisors, LLC February 2010 - April 2011
Kimley-Horn and Associates, Inc. May 1999 - February 2010
Skills
Transportation..., Traffic Signal Design, Synchro, Traffic Engineering, Traffic Analysis, Traffic Simulation, New Business Development, Signal Timing, Parking, Technical Writing
Education
North Carolina State University 1998 — 1999
MS, Transportation Engineering
University of Maryland College Park 1996 — 1997
MS, Materials Engineering
Bucknell University 1992 — 1996
BS, Mechanical Engineering
Oakland Mills High School 1989 — 1992
High School
Ramey Kemp & Associates, Inc May 2011 - Present
AXA Advisors, LLC February 2010 - April 2011
Kimley-Horn and Associates, Inc. May 1999 - February 2010
Skills
Transportation..., Traffic Signal Design, Synchro, Traffic Engineering, Traffic Analysis, Traffic Simulation, New Business Development, Signal Timing, Parking, Technical Writing
Education
North Carolina State University 1998 — 1999
MS, Transportation Engineering
University of Maryland College Park 1996 — 1997
MS, Materials Engineering
Bucknell University 1992 — 1996
BS, Mechanical Engineering
Oakland Mills High School 1989 — 1992
High School
Andrew Noga, ChFC® CLU® Andrew Noga, ChFC® CLU®'s AXA Advisors, LLC Experience October 2006 - Present
Job Financial Consultant with AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2006 - Present
Brebeuf Jesuit Preparatory School September 2003 - June 2006
Education
Harvard University Cambridge, MA 1997 — 1998
M.Ed., Administration, Planning, Social Policy
Columbia University in the City of New York 1995 — 1995
Summer Fellow, Klingenstein Center
College of the Holy Cross Worcester, MA 1986 — 1990
BA, Classical Languages and Literature
Saint Ignatius High School Cleveland, OH 1982 — 1986
Graduate, Jesuit-sponsored, College Preparatory
AXA Advisors, LLC October 2006 - Present
Brebeuf Jesuit Preparatory School September 2003 - June 2006
Education
Harvard University Cambridge, MA 1997 — 1998
M.Ed., Administration, Planning, Social Policy
Columbia University in the City of New York 1995 — 1995
Summer Fellow, Klingenstein Center
College of the Holy Cross Worcester, MA 1986 — 1990
BA, Classical Languages and Literature
Saint Ignatius High School Cleveland, OH 1982 — 1986
Graduate, Jesuit-sponsored, College Preparatory
Thomas Abbott, CLU's AXA Advisors, LLC Experience 1974 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 1974 - Present
Children's Miracle Network September 1988 - April 1990
The National Foundation September 1970 - July 1974
Skills
Wealth Accumulation
Education
Brigham Young University
Public Relations, Advertising, and Applied Communication
The American College
Financial Planning and Services
AXA Advisors, LLC 1974 - Present
Children's Miracle Network September 1988 - April 1990
The National Foundation September 1970 - July 1974
Skills
Wealth Accumulation
Education
Brigham Young University
Public Relations, Advertising, and Applied Communication
The American College
Financial Planning and Services
John Simones John Simones's AXA Advisors, LLC Experience May 2008 - November 2011
Job Mortgage Loan Specialist at Bell Mortgage, a Division of Bell State Bank & Trust
Industry Financial Services
Experience
Prime Mortgage August 2012 - Present
Bell Mortgage, a Division of Bell State Bank & Trust August 2012 - Present
Premia Relocation Mortgage November 2011 - August 2012
AXA Advisors, LLC May 2008 - November 2011
Romano's Macaroni Grill 2007 - 2009
World Financial Group (WFG) August 2005 - February 2007
Simones Excavating Services May 1996 - August 2005
Education
Augsburg College 1999 — 2004
Business Management
Northfield High School
Prime Mortgage August 2012 - Present
Bell Mortgage, a Division of Bell State Bank & Trust August 2012 - Present
Premia Relocation Mortgage November 2011 - August 2012
AXA Advisors, LLC May 2008 - November 2011
Romano's Macaroni Grill 2007 - 2009
World Financial Group (WFG) August 2005 - February 2007
Simones Excavating Services May 1996 - August 2005
Education
Augsburg College 1999 — 2004
Business Management
Northfield High School
Pierre E. Pajak, CLU, ChFC CFP® Pierre E. Pajak, CLU, ChFC CFP®'s AXA Advisors, LLC Experience July 2000 - Present
Job Managing Partner of The Business Strategies Group of Illinois | Vice President, American Division, AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
AXA Advisors, LLC July 2000 - Present
AXA Advisors October 1993 - Present
Skills
Retirement Planning, Wealth Planning, Estate Planning, Executive Compensation..., Executive Benefits, Investment Advisory, Business Valuation, Life Insurance, Business Life Insurance, Buy-Sell Agreement
Education
The American College
Professional Designations - CLU, ChFC & CFP
DePaul University 1989 — 1993
B.S., Finance
AXA Advisors January 2012 - Present
AXA Advisors, LLC July 2000 - Present
AXA Advisors October 1993 - Present
Skills
Retirement Planning, Wealth Planning, Estate Planning, Executive Compensation..., Executive Benefits, Investment Advisory, Business Valuation, Life Insurance, Business Life Insurance, Buy-Sell Agreement
Education
The American College
Professional Designations - CLU, ChFC & CFP
DePaul University 1989 — 1993
B.S., Finance
Rebecca Kasper's AXA Advisors, LLC Experience October 2005 - Present
Job Recruiting Director at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2005 - Present
Kelly Services 2004 - 2006
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Onboarding, Temporary Placement, Technical Recruiting, Employee Benefits, Human Resources, Interviews, Customer Service, Temporary Staffing, Microsoft Office, Microsoft Excel
Education
Bowling Green State University
Bachelor's Degree, Business Education
AXA Advisors, LLC October 2005 - Present
Kelly Services 2004 - 2006
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Onboarding, Temporary Placement, Technical Recruiting, Employee Benefits, Human Resources, Interviews, Customer Service, Temporary Staffing, Microsoft Office, Microsoft Excel
Education
Bowling Green State University
Bachelor's Degree, Business Education
Pete Dalpiaz Pete Dalpiaz's AXA Advisors, LLC Experience May 2005 - August 2005
Job Case Western Reserve University School of Law Graduate
Industry Law Practice
Experience
Green Tree Servicing May 2013 - Present
Green Tree Servicing November 2011 - Present
Leonard F. Carr, L July 2008 - May 2011
Leonard F. Carr, LPA July 2008 - April 2011
AXA Advisors May 2006 - August 2006
AXA Financial May 2005 - August 2005
AXA Advisors, LLC May 2005 - August 2005
Skills
Legal Research, Legal Writing, Legal Advice, Legal Documents, Legal Compliance, Legal Translation, Civil Litigation, Corporate Law, Courts, Document Review, Legal Issues, Trials, Litigation
Education
Case Western Reserve University School of Law 2008 — 2011
Juris Doctorate, Law
University of Findlay 2004 — 2008
Bachelor of Arts, Pre-Law & Finance
Green Tree Servicing May 2013 - Present
Green Tree Servicing November 2011 - Present
Leonard F. Carr, L July 2008 - May 2011
Leonard F. Carr, LPA July 2008 - April 2011
AXA Advisors May 2006 - August 2006
AXA Financial May 2005 - August 2005
AXA Advisors, LLC May 2005 - August 2005
Skills
Legal Research, Legal Writing, Legal Advice, Legal Documents, Legal Compliance, Legal Translation, Civil Litigation, Corporate Law, Courts, Document Review, Legal Issues, Trials, Litigation
Education
Case Western Reserve University School of Law 2008 — 2011
Juris Doctorate, Law
University of Findlay 2004 — 2008
Bachelor of Arts, Pre-Law & Finance
Julianne Nguyen Julianne Nguyen's AXA Advisors, LLC Experience May 2008 - May 2009
Job Director of Community Outreach at ATG Against The Grain Productions
Industry Law Practice
Experience
Harrell Pailet & Associates, P.C. May 2014 - Present
ATG Against The Grain Productions January 2014 - Present
Fears Nachawati Law Firm December 2013 - March 2014
Hudson Legal November 2013 - December 2013
ATG Against The Grain Productions January 2013 - December 2013
Baird, Crews, Schiller & Whitaker, P.C. February 2013 - August 2013
United States District Court Western District of Texas May 2012 - July 2012
Campus Entertainment August 2009 - May 2010
AXA Advisors, LLC May 2008 - May 2009
Skills
Corporate Law, Determination, Hardwork, Legal Writing, Legal Research, Networking, Litigation, Lexis, Public Speaking, PowerPoint, Civil Litigation, Microsoft Office, Research, Licensing, Westlaw, Nonprofits, Mergers & Acquisitions
Education
Baylor Law School 2011 — 2013
Doctor of Law (J.D.), Business Transaction & Business Litigation
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.) in Finance, Bachelor of Arts (B.A.) in Psychology
Carrollton Christian Academy 2002 — 2006
Harrell Pailet & Associates, P.C. May 2014 - Present
ATG Against The Grain Productions January 2014 - Present
Fears Nachawati Law Firm December 2013 - March 2014
Hudson Legal November 2013 - December 2013
ATG Against The Grain Productions January 2013 - December 2013
Baird, Crews, Schiller & Whitaker, P.C. February 2013 - August 2013
United States District Court Western District of Texas May 2012 - July 2012
Campus Entertainment August 2009 - May 2010
AXA Advisors, LLC May 2008 - May 2009
Skills
Corporate Law, Determination, Hardwork, Legal Writing, Legal Research, Networking, Litigation, Lexis, Public Speaking, PowerPoint, Civil Litigation, Microsoft Office, Research, Licensing, Westlaw, Nonprofits, Mergers & Acquisitions
Education
Baylor Law School 2011 — 2013
Doctor of Law (J.D.), Business Transaction & Business Litigation
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.) in Finance, Bachelor of Arts (B.A.) in Psychology
Carrollton Christian Academy 2002 — 2006
Matthew J. Burke's AXA Advisors, LLC Experience June 2009 - October 2014
Job Analyst
Industry Capital Markets
Experience
Credit Suisse October 2014 - Present
AXA Advisors, LLC June 2009 - October 2014
Capital Advisors Group 2007 - 2007
Skills
Investment Strategies, FINRA Series 7, FINRA Series 66, Asset Allocation, Investments, Finance, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7
Education
Campbell University 2004 — 2009
Bachelors of Business Administration, Finance
Salem High School 2000 — 2004
Credit Suisse October 2014 - Present
AXA Advisors, LLC June 2009 - October 2014
Capital Advisors Group 2007 - 2007
Skills
Investment Strategies, FINRA Series 7, FINRA Series 66, Asset Allocation, Investments, Finance, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7
Education
Campbell University 2004 — 2009
Bachelors of Business Administration, Finance
Salem High School 2000 — 2004
Lakshmi Chennupati's AXA Advisors, LLC Experience February 2006 - June 2010
Job Investment Data Officer at CalPERS
Industry Investment Management
Experience
CalPERS May 2015 - Present
National University January 2006 - Present
CalPERS December 2012 - April 2015
Lakshmi Financial July 2010 - December 2012
Software Projects Consulting April 2012 - October 2012
California State University, Sacramento January 2001 - January 2011
Droisys Inc September 2010 - December 2010
AXA Advisors LLC February 2006 - June 2010
Motion Control Engineering May 1997 - December 2005
Birla Institute of Technology & Sciences June 1992 - December 1996
Education
California State University-Sacramento 1997 — 1999
MBA
Birla Institute of Technology and Science, Pilani 1991 — 1995
M.Tech & Ph.D
Bapatla Engineering College, Bapatla, A.P 1986 — 1989
B.Tech
Loyola Academy 1984 — 1985
Junior College
CalPERS May 2015 - Present
National University January 2006 - Present
CalPERS December 2012 - April 2015
Lakshmi Financial July 2010 - December 2012
Software Projects Consulting April 2012 - October 2012
California State University, Sacramento January 2001 - January 2011
Droisys Inc September 2010 - December 2010
AXA Advisors LLC February 2006 - June 2010
Motion Control Engineering May 1997 - December 2005
Birla Institute of Technology & Sciences June 1992 - December 1996
Education
California State University-Sacramento 1997 — 1999
MBA
Birla Institute of Technology and Science, Pilani 1991 — 1995
M.Tech & Ph.D
Bapatla Engineering College, Bapatla, A.P 1986 — 1989
B.Tech
Loyola Academy 1984 — 1985
Junior College
Frank Bustos's AXA Advisors, LLC Experience September 2006 - Present
Job Financial Services Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC September 2006 - Present
Roche Diagnostics October 2004 - October 2006
Education
Texas State University 2001 — 2004
Baylor University 1999 — 2001
Business
AXA Advisors LLC September 2006 - Present
Roche Diagnostics October 2004 - October 2006
Education
Texas State University 2001 — 2004
Baylor University 1999 — 2001
Business
Anthony Mariani's AXA Advisors, LLC Experience 1996 - Present
Job Managing Partner of The Business Strategies Group of Illinois, A Division of AXA Advisors, LLC
Industry Financial Services
Experience
The Business Strategies Group of Illinois, A Division of AXA Advisors, LLC January 2010 - Present
Infinity Strategic Partners January 2014 - Present
AXA Advisors, LLC 1996 - Present
Stonebridge Advisors January 2004 - December 2013
Total Comfort Systems 1993 - 1995
Skills
Executive Compensation..., Business Succession...
Education
DePaul University 1990 — 1992
Bachelor of Arts (B.A.), Communications, Marketing minor
Deerfield High School 1980 — 1984
University of Illinois at Urbana-Champaign
The Business Strategies Group of Illinois, A Division of AXA Advisors, LLC January 2010 - Present
Infinity Strategic Partners January 2014 - Present
AXA Advisors, LLC 1996 - Present
Stonebridge Advisors January 2004 - December 2013
Total Comfort Systems 1993 - 1995
Skills
Executive Compensation..., Business Succession...
Education
DePaul University 1990 — 1992
Bachelor of Arts (B.A.), Communications, Marketing minor
Deerfield High School 1980 — 1984
University of Illinois at Urbana-Champaign
Sarit Brosh's AXA Advisors, LLC Experience October 2005 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC October 2005 - Present
The Bank Of New York October 2003 - September 2005
Education
Bar-Ilan University 1974 — 1979
AXA Advisors LLC October 2005 - Present
The Bank Of New York October 2003 - September 2005
Education
Bar-Ilan University 1974 — 1979
Bo Crawford, CFP's AXA Advisors, LLC Experience July 2000 - August 2003
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2012 - Present
Allstate Financial Services, LLC June 2005 - May 2012
Southwest Insurance Group, LLC July 2003 - April 2005
AXA Advisors, LLC July 2000 - August 2003
Principal Financial Group July 1995 - June 2000
Education
Birmingham-Southern College 1989 — 1994
BS, Economics
Principal Financial Group May 2012 - Present
Allstate Financial Services, LLC June 2005 - May 2012
Southwest Insurance Group, LLC July 2003 - April 2005
AXA Advisors, LLC July 2000 - August 2003
Principal Financial Group July 1995 - June 2000
Education
Birmingham-Southern College 1989 — 1994
BS, Economics
Haf Zink's AXA Advisors, LLC Experience March 2003 - October 2006
Job Client Relations Center Coordinator with Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2008 - Present
Northwestern Mutual Financial Network February 2007 - Present
Northwestern Mutual 2007 - Present
Northwestern Mutual 2008 - 2009
AXA Advisors, LLC March 2003 - October 2006
Education
Arizona State University 1974 — 1977
BS, Engineering-Industrial Design
University of San Diego 1972 — 1974
Design
Northwestern Mutual Financial Network 2008 - Present
Northwestern Mutual Financial Network February 2007 - Present
Northwestern Mutual 2007 - Present
Northwestern Mutual 2008 - 2009
AXA Advisors, LLC March 2003 - October 2006
Education
Arizona State University 1974 — 1977
BS, Engineering-Industrial Design
University of San Diego 1972 — 1974
Design
Megan Carlson's AXA Advisors, LLC Experience July 2008 - March 2011
Job Financial Asisstant at Illinois
Industry Financial Services
Experience
Illinois April 2012 - Present
AXA Advisors LLC July 2008 - March 2011
Education
Columbia College
Illinois April 2012 - Present
AXA Advisors LLC July 2008 - March 2011
Education
Columbia College
Eileen Forrest's AXA Advisors, LLC Experience 1999 - Present
Job Senior Distribution Executive | President, AXA Network | Sales and Marketing Executive | Financial Services Executive |
Industry Financial Services
Experience
AXA Equitable 2010 - Present
AXA Advisors, LLC 1999 - Present
AXA Equitable Life Insurance 1999 - Present
AXA 1999 - Present
AXA Financial Services 1999 - Present
Skills
Market Research, Management Consulting, Team Management, Commercial Banking, Corporate Finance
Education
Arizona State University 1995 — 1999
Bachelor of Science, Economics
AXA Equitable 2010 - Present
AXA Advisors, LLC 1999 - Present
AXA Equitable Life Insurance 1999 - Present
AXA 1999 - Present
AXA Financial Services 1999 - Present
Skills
Market Research, Management Consulting, Team Management, Commercial Banking, Corporate Finance
Education
Arizona State University 1995 — 1999
Bachelor of Science, Economics
Thomas Zacharia's AXA Advisors, LLC Experience April 2009 - August 2009
Job EDiscovery Associate Project Manager
Industry Legal Services
Experience
Infinite E-Discovery Solutions May 2013 - Present
Independent November 2012 - April 2013
Freedom Living Corp. September 2012 - February 2013
LeapTutor.com May 2010 - June 2011
AXA Advisors, LLC April 2009 - August 2009
Giordano & Zacharia, LLP August 2006 - July 2008
Law Offices of Bart D. Kaplan, P.C. July 2005 - July 2006
D’Amato & Lynch, P.C May 2000 - June 2005
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Microsoft Office, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Microsoft Excel, Employment Law, Microsoft Word, Public Speaking, Personal Injury, Appeals, Mergers
Education
Bryan University 2012 — 2012
Masters Certificate in E-Discovery Project Management
Emory University School of Law 1995 — 1998
Juris Doctorate
Baruch College 1999 — 2001
Master of Business Administration (MBA), Finance and Investments
SUNY Binghamton 1993 — 1995
Bachelor of Science (B.S.), Political Science and Government
Infinite E-Discovery Solutions May 2013 - Present
Independent November 2012 - April 2013
Freedom Living Corp. September 2012 - February 2013
LeapTutor.com May 2010 - June 2011
AXA Advisors, LLC April 2009 - August 2009
Giordano & Zacharia, LLP August 2006 - July 2008
Law Offices of Bart D. Kaplan, P.C. July 2005 - July 2006
D’Amato & Lynch, P.C May 2000 - June 2005
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Microsoft Office, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Microsoft Excel, Employment Law, Microsoft Word, Public Speaking, Personal Injury, Appeals, Mergers
Education
Bryan University 2012 — 2012
Masters Certificate in E-Discovery Project Management
Emory University School of Law 1995 — 1998
Juris Doctorate
Baruch College 1999 — 2001
Master of Business Administration (MBA), Finance and Investments
SUNY Binghamton 1993 — 1995
Bachelor of Science (B.S.), Political Science and Government
Maja Sobolewska's AXA Advisors, LLC Experience May 2004 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2004 - Present
Skills
Series 7, series 66, Management, Financial Planning, Strategic Planning, Risk Management, Financial Analysis, Retirement, Insurance, Investments, Finance
Education
Intrax International Institute 2004 — 2005
Business Essentials Course
Uniwersytet Szczeciński 1998 — 2003
MA, Finance and Accounting, Graduated summa cum laude.
AXA Advisors, LLC May 2004 - Present
Skills
Series 7, series 66, Management, Financial Planning, Strategic Planning, Risk Management, Financial Analysis, Retirement, Insurance, Investments, Finance
Education
Intrax International Institute 2004 — 2005
Business Essentials Course
Uniwersytet Szczeciński 1998 — 2003
MA, Finance and Accounting, Graduated summa cum laude.
Joyce Spires's AXA Advisors, LLC Experience August 1988 - Present
Job Business Analyst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC August 1988 - Present
Education
Baruch College, City University of New York (CUNY) 1981 — 1982
AXA Advisors, LLC August 1988 - Present
Education
Baruch College, City University of New York (CUNY) 1981 — 1982
Jon Greulich's AXA Advisors, LLC Experience January 1998 - November 2010
Job Senior Vice President at BB&T John Burnham Insurance Services
Industry Financial Services
Experience
BB&T John Burnham Insurance Services November 2010 - Present
AXA Advisors, LLC January 1998 - November 2010
Skills
Fixed Annuities, Securities, Investment Advisory..., Insurance, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Planners, IRAs, Mutual Funds, Investment Advisory
Education
Arizona State University 1978 — 1983
Bachelor of Science (BS), Marketing
BB&T John Burnham Insurance Services November 2010 - Present
AXA Advisors, LLC January 1998 - November 2010
Skills
Fixed Annuities, Securities, Investment Advisory..., Insurance, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Planners, IRAs, Mutual Funds, Investment Advisory
Education
Arizona State University 1978 — 1983
Bachelor of Science (BS), Marketing
John Lauer's AXA Advisors, LLC Experience January 1999 - Present
Job Partner/Financial Strategist at Star Advisors
Industry Financial Services
Experience
Star Advisors January 2012 - Present
AXA Advisors, LLC January 1999 - Present
CVS Pharmacy January 1993 - December 1998
Skills
Investment Management, Financial Needs Analysis, Estate Planning, Insurance Planning, Retirement Planning, College Education...
Education
Bloomsburg University of Pennsylvania 1988 — 1992
Bachelor's degree, Management
Star Advisors January 2012 - Present
AXA Advisors, LLC January 1999 - Present
CVS Pharmacy January 1993 - December 1998
Skills
Investment Management, Financial Needs Analysis, Estate Planning, Insurance Planning, Retirement Planning, College Education...
Education
Bloomsburg University of Pennsylvania 1988 — 1992
Bachelor's degree, Management
Delmer Hyde's AXA Advisors, LLC Experience April 1982 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC April 1982 - Present
Skills
Investments, Microsoft Office, Financial Planning, Customer Service, Management, Public Speaking, Strategic Planning
Education
Brigham Young University 1976 — 1980
University of Wyoming 1975 — 1980
AXA Advisors, LLC April 1982 - Present
Skills
Investments, Microsoft Office, Financial Planning, Customer Service, Management, Public Speaking, Strategic Planning
Education
Brigham Young University 1976 — 1980
University of Wyoming 1975 — 1980
Winston Huie's AXA Advisors, LLC Experience December 2004 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
David Kerchner's AXA Advisors, LLC Experience June 2000 - December 2003
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
EBFG - Executive Benefits Financial Group June 1995 - Present
AXA Advisors, LLC June 2000 - December 2003
Skills
Retirement Planning
Education
Cabrini College 1989 — 1994
Bachelor of Science (BS), History, Political Science and Public Administration
EBFG - Executive Benefits Financial Group June 1995 - Present
AXA Advisors, LLC June 2000 - December 2003
Skills
Retirement Planning
Education
Cabrini College 1989 — 1994
Bachelor of Science (BS), History, Political Science and Public Administration
Victoria C. Sicard, ChFC, CLU's AXA Advisors, LLC Experience October 2007 - Present
Job Branch Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC October 2007 - Present
AXA Advisors, LLC April 2002 - September 2007
AXA Advisors, LLC October 1999 - March 2002
AXA Advisors, LLLC July 1994 - September 1999
Equitable Life / AXA Advisors, LLC October 1983 - June 1994
Skills
Series 7, Series 24, Series 63, Series 65, Series 53, Series 6, Series 26
Education
Boston College
Bachelor of Arts (BA), Psychology
AXA Advisors, LLC October 2007 - Present
AXA Advisors, LLC April 2002 - September 2007
AXA Advisors, LLC October 1999 - March 2002
AXA Advisors, LLLC July 1994 - September 1999
Equitable Life / AXA Advisors, LLC October 1983 - June 1994
Skills
Series 7, Series 24, Series 63, Series 65, Series 53, Series 6, Series 26
Education
Boston College
Bachelor of Arts (BA), Psychology
Andrew Oswald's AXA Advisors, LLC Experience 1999 - 2004
Job HelpDesk Supervisor at Lending Club
Industry Information Technology and Services
Experience
Bay Alarm Company December 2004 - July 2013
AXA Advisors, LLC 1999 - 2004
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BA, Political Science
Bay Alarm Company December 2004 - July 2013
AXA Advisors, LLC 1999 - 2004
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BA, Political Science
Malcolm Tippins's AXA Advisors, LLC Experience May 1994 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC May 1994 - Present
Skills
Strategic Financial..., Retirement Planning, College Education..., Asset Managment, Financial Analysis, mutual fund strategies
Education
Albion College 1990 — 1994
Economic Management
Brother Rice H.S. 1986 — 1990
Liberal Arts
AXA Advisors, LLC May 1994 - Present
Skills
Strategic Financial..., Retirement Planning, College Education..., Asset Managment, Financial Analysis, mutual fund strategies
Education
Albion College 1990 — 1994
Economic Management
Brother Rice H.S. 1986 — 1990
Liberal Arts
Olga Prilepskiy's AXA Advisors, LLC Experience October 2008 - December 2008
Job at Fidessa
Industry Financial Services
Experience
Fidessa September 2009 - Present
Global Consulting Group October 2008 - April 2009
AXA Advisors, LLC October 2008 - December 2008
Skills
Business Analysis, Bloomberg, Project Management, Data Analysis, Business Development, Microsoft Excel, Microsoft Office, SAP, Analysis, Customer Service, Risk Management
Education
NYU School of Continuing and Professional Studies 2011 — 2011
Certificate in Project Management, Management and Information Technology
City University of New York-Baruch College 2005 — 2009
BBA, Finance and Investments
Belaruski Dzjaržauny Ekanamièny Universitet 2000 — 2003
Belarussian State Economic University, Finance
Fidessa September 2009 - Present
Global Consulting Group October 2008 - April 2009
AXA Advisors, LLC October 2008 - December 2008
Skills
Business Analysis, Bloomberg, Project Management, Data Analysis, Business Development, Microsoft Excel, Microsoft Office, SAP, Analysis, Customer Service, Risk Management
Education
NYU School of Continuing and Professional Studies 2011 — 2011
Certificate in Project Management, Management and Information Technology
City University of New York-Baruch College 2005 — 2009
BBA, Finance and Investments
Belaruski Dzjaržauny Ekanamièny Universitet 2000 — 2003
Belarussian State Economic University, Finance
Jack Newman's AXA Advisors, LLC Experience October 2011 - Present
Job Financial Professional at AXA Advisors. LLC
Industry Financial Services
Experience
AXA-Advisors, LLC October 2011 - Present
PAI HSIN REN KARATE CLUB May 1983 - Present
MFR Securities, Inc. December 2009 - December 2010
Lehman Brothers March 1975 - October 2008
LEHMAN BROTHERS INC January 1994 - January 2008
Lehman Brothers 1975 - 2008
Skills
Martial Arts, Asset Management, Risk Management, Tai Chi, Building Professional..., Maintaining...
Education
Wagner College 1981 — 1986
MBA, FINANCE
City University of New York-Brooklyn College 1971 — 1977
Bachelor of Science (BS), Economics
City University of New York-Brooklyn College 1971 — 1975
BS, Economics
AXA-Advisors, LLC October 2011 - Present
PAI HSIN REN KARATE CLUB May 1983 - Present
MFR Securities, Inc. December 2009 - December 2010
Lehman Brothers March 1975 - October 2008
LEHMAN BROTHERS INC January 1994 - January 2008
Lehman Brothers 1975 - 2008
Skills
Martial Arts, Asset Management, Risk Management, Tai Chi, Building Professional..., Maintaining...
Education
Wagner College 1981 — 1986
MBA, FINANCE
City University of New York-Brooklyn College 1971 — 1977
Bachelor of Science (BS), Economics
City University of New York-Brooklyn College 1971 — 1975
BS, Economics
Stephen Salis's AXA Advisors, LLC Experience January 2000 - July 2008
Job Partner, Cornerstone Private Advisors, LLC
Industry Investment Management
Experience
Cornerstone Private Advisors, LLC July 2008 - Present
AXA Advisors, LLC January 2000 - July 2008
Various Physician Group Practicess 1983 - 2000
Skills
Investment Advisory, Retirement Planning, Wealth Preservation..., Strategic Financial..., Strategic Planning, Portfolio Management, Managerial Finance, Business Planning, Budgets, Healthcare, New Business Development, Marketing, Business Development, Process Improvement, Risk Management, Insurance
Education
Aurora University
Bachelor's degree, Accounting & Finance
Cornerstone Private Advisors, LLC July 2008 - Present
AXA Advisors, LLC January 2000 - July 2008
Various Physician Group Practicess 1983 - 2000
Skills
Investment Advisory, Retirement Planning, Wealth Preservation..., Strategic Financial..., Strategic Planning, Portfolio Management, Managerial Finance, Business Planning, Budgets, Healthcare, New Business Development, Marketing, Business Development, Process Improvement, Risk Management, Insurance
Education
Aurora University
Bachelor's degree, Accounting & Finance
Elaine Meyer's AXA Advisors, LLC Experience June 2000 - June 2008
Job Domestic Engineer specializing in child growth and development
Industry Individual & Family Services
Experience
Very happily retired Grammy 2014 - Present
Financial Planning office located in Cedarburg, Wisconsin June 2008 - December 2014
AXA ADVISORS LLC June 2000 - June 2008
AXA Advisors 1997 - 2008
the Agency December 1998 - June 2000
Equitable Life / AXA Advisors December 1997 - December 1998
Molded Dimensions February 1994 - September 1997
MOLDED DIMENSIONS INC January 1994 - January 1997
COOK COMPOSITES & POLYMERS CO January 1984 - January 1994
Skills
Access, Accounting, Analysis, Customer Service, Auditing, Leadership, Management, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Strategic Financial..., Securities
Education
Cardinal Stritch University 1987 — 1990
BSBA, Business Administration
Cardinal Stritch College
BACHELOR OF SCIENCE DEGREE, BUSINESS ADMINISTRATION
Very happily retired Grammy 2014 - Present
Financial Planning office located in Cedarburg, Wisconsin June 2008 - December 2014
AXA ADVISORS LLC June 2000 - June 2008
AXA Advisors 1997 - 2008
the Agency December 1998 - June 2000
Equitable Life / AXA Advisors December 1997 - December 1998
Molded Dimensions February 1994 - September 1997
MOLDED DIMENSIONS INC January 1994 - January 1997
COOK COMPOSITES & POLYMERS CO January 1984 - January 1994
Skills
Access, Accounting, Analysis, Customer Service, Auditing, Leadership, Management, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Strategic Financial..., Securities
Education
Cardinal Stritch University 1987 — 1990
BSBA, Business Administration
Cardinal Stritch College
BACHELOR OF SCIENCE DEGREE, BUSINESS ADMINISTRATION
Ryan Petersohn's AXA Advisors, LLC Experience May 2011 - June 2012
Job Financial Professional
Industry Financial Services
Experience
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
John P. McGinty, Jr., ChFC, CLU's AXA Advisors, LLC Experience March 1984 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors, LLC March 1984 - Present
Skills
Retirement Planning, Investment Advisory, Series 7, Uniform Combined State..., Wealth Management, Wealth Accumulation, Estate Planning, Strategic Financial..., Asset Allocation, Fixed Annuity Strategies, IRA Strategies, Retirement Strategies, College Savings Plan..., 401k Rollover Strategies, Mutual Fund Strategies
Education
The American College 1988 — 1992
ChFC., CLU, Financial Planning and Services
Temple University 1973 — 1977
Master of Education (M.Ed.), English/Language Arts Teacher Education
La Salle University 1970 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Community College of Philadelphia 1968 — 1970
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
AXA Advisors, LLC March 1984 - Present
Skills
Retirement Planning, Investment Advisory, Series 7, Uniform Combined State..., Wealth Management, Wealth Accumulation, Estate Planning, Strategic Financial..., Asset Allocation, Fixed Annuity Strategies, IRA Strategies, Retirement Strategies, College Savings Plan..., 401k Rollover Strategies, Mutual Fund Strategies
Education
The American College 1988 — 1992
ChFC., CLU, Financial Planning and Services
Temple University 1973 — 1977
Master of Education (M.Ed.), English/Language Arts Teacher Education
La Salle University 1970 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Community College of Philadelphia 1968 — 1970
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Gina Santos's AXA Advisors, LLC Experience April 2010 - Present
Job Marketing & Communications Director at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC April 2010 - Present
AXA Advisors, LLC October 2000 - October 2007
AXA Advisors, LLC December 1987 - September 2000
Education
Albertus Magnus College 1995 — 1997
Associates Degree, Communications
AXA Advisors, LLC April 2010 - Present
AXA Advisors, LLC October 2000 - October 2007
AXA Advisors, LLC December 1987 - September 2000
Education
Albertus Magnus College 1995 — 1997
Associates Degree, Communications
Adam Snelling's AXA Advisors, LLC Experience 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
The Bailey Group January 2014 - Present
AXA Advisors, LLC 2011 - Present
Wachovia Bank February 2006 - 2011
Skills
Finance, Investments, Financial Analysis, Customer Service, Insurance, Banking, Portfolio Management, Management, Sales, Leadership
Education
Clemson University 2001 — 2005
Marketing
The Bailey Group January 2014 - Present
AXA Advisors, LLC 2011 - Present
Wachovia Bank February 2006 - 2011
Skills
Finance, Investments, Financial Analysis, Customer Service, Insurance, Banking, Portfolio Management, Management, Sales, Leadership
Education
Clemson University 2001 — 2005
Marketing
Erika Esquivias's AXA Advisors, LLC Experience May 2015 - Present
Job Branch Controls Manager at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2015 - Present
AXA Advisors, LLC January 2014 - Present
AXA Advisors, LLC March 2010 - December 2013
Allstate July 2004 - September 2008
Skills
Compliance, Supervision, Financial Services, Social Media, Management, Insurance
Education
Berkeley College
Bachelor's degree, Business Administration, Management and Operations
AXA Advisors, LLC May 2015 - Present
AXA Advisors, LLC January 2014 - Present
AXA Advisors, LLC March 2010 - December 2013
Allstate July 2004 - September 2008
Skills
Compliance, Supervision, Financial Services, Social Media, Management, Insurance
Education
Berkeley College
Bachelor's degree, Business Administration, Management and Operations
Arnold Meyer's AXA Advisors, LLC Experience January 2007 - July 2010
Job The Hathaway Group, Insurance Associates, Director, Financial Consultant
Industry Insurance
Experience
The Hathaway Group, Insurance Associates January 2005 - Present
AXA Advisors, LLC January 2007 - July 2010
Better Benefits Inc. 1997 - 2002
Kornreich/NIA 1995 - 1997
Washington National Insurance Company 1993 - 1995
Skills
Insurance, Long-term Care, Public Speaking, Disability Insurance, Long Term Care Insurance, Health Insurance, Retirement, Marketing, Strategic Planning, Life Insurance
Education
Columbia University in the City of New York 1966 — 1970
BS, English, Business
2010 LCC, New York City
Bachelor of Science, English; English Program
The Hathaway Group, Insurance Associates January 2005 - Present
AXA Advisors, LLC January 2007 - July 2010
Better Benefits Inc. 1997 - 2002
Kornreich/NIA 1995 - 1997
Washington National Insurance Company 1993 - 1995
Skills
Insurance, Long-term Care, Public Speaking, Disability Insurance, Long Term Care Insurance, Health Insurance, Retirement, Marketing, Strategic Planning, Life Insurance
Education
Columbia University in the City of New York 1966 — 1970
BS, English, Business
2010 LCC, New York City
Bachelor of Science, English; English Program
Marc Michael's AXA Advisors, LLC Experience June 2010 - February 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
AXA Advisors LLC June 2010 - February 2015
Skills
Retirement Planning, Strategic Financial..., Insurance Planning, Wealth Management, Disability Insurance, Estate Planning, Financial Analysis, Asset Management, Portfolio Performance...
Education
Brooklyn College 2007 — 2010
Bachelor of Science (B.S.), Economics, 3.7
TD Ameritrade February 2015 - Present
AXA Advisors LLC June 2010 - February 2015
Skills
Retirement Planning, Strategic Financial..., Insurance Planning, Wealth Management, Disability Insurance, Estate Planning, Financial Analysis, Asset Management, Portfolio Performance...
Education
Brooklyn College 2007 — 2010
Bachelor of Science (B.S.), Economics, 3.7
John Michael McNeely's AXA Advisors, LLC Experience April 2001 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC April 2001 - Present
Morgan Stanley Dean Witter July 1999 - October 2000
United States Chamber of Commerce January 1989 - June 1999
Salisbury Symphony Orchestra 1983 - 1993
Skills
Strategic Financial..., Over 15 years...
Education
Northwestern University 1987 — 1987
Graduate Studies in Music and Business
Appalachian State University 1973 — 1977
Bachelors of Fine Arts Cum Laude, Music
AXA Advisors, LLC April 2001 - Present
Morgan Stanley Dean Witter July 1999 - October 2000
United States Chamber of Commerce January 1989 - June 1999
Salisbury Symphony Orchestra 1983 - 1993
Skills
Strategic Financial..., Over 15 years...
Education
Northwestern University 1987 — 1987
Graduate Studies in Music and Business
Appalachian State University 1973 — 1977
Bachelors of Fine Arts Cum Laude, Music
Michael Bynarowicz's AXA Advisors, LLC Experience May 2012 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC May 2012 - Present
Skills
Retirement Planning, Qualified Retirement..., Life Insurance Needs..., College Savings Plans, Variable Annuity..., 403(b) Solutions, Long Term Care Solutions, Risk Management, Fixed Income Strategies, Retirement Income..., Investment Strategies, Wealth Management
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor's degree, Financial Management
AXA Advisors LLC May 2012 - Present
Skills
Retirement Planning, Qualified Retirement..., Life Insurance Needs..., College Savings Plans, Variable Annuity..., 403(b) Solutions, Long Term Care Solutions, Risk Management, Fixed Income Strategies, Retirement Income..., Investment Strategies, Wealth Management
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor's degree, Financial Management
Kevin Potter's AXA Advisors, LLC Experience 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors LLC. 2013 - Present
Skills
Customer Service, Financial Analysis, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BA, Finance
Dutchess Community College 2007 — 2009
AS, Business Administration and Management
AXA Advisors LLC. 2013 - Present
Skills
Customer Service, Financial Analysis, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BA, Finance
Dutchess Community College 2007 — 2009
AS, Business Administration and Management