Experience
M4 Financial Partners   2012 - Present
AXA Advisors, LLC   2011 - 2012
UBS Wealth Management  2006 - 2009
Morgan Stanley  1998 - 2006

Skills
Insurance, Fixed Annuities, Estate Planning, Uniform Combined State..., Investments, Investment Advisory, Series 65, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, AAMS, Retirement, Financial Services, Securities, Finance, Investment Strategies, Strategic Financial..., Financial Planning

Education
Lawrence University   1990 — 1994
Bachelor of Arts (B.A.), English

Experience
United States Department of Defense  June 2015 - Present
AXA Advisors, LLC   May 2013 - May 2015
United States Department of Defense  July 2009 - February 2013
United States Department of Defense  August 2007 - July 2009
US Navy  January 2001 - January 2005

Skills
Criminal Law, Enforcement, National Security, Government, Analysis, Legal Writing, Military Experience, Legal Research, Physical Security, Law Enforcement..., Counterterrorism, Public Safety, Weapons, Security Clearance, Westlaw

Education
Thomas Jefferson School of Law   2009 — 2013
Juris Doctorate, International Business, Trade, and Investment Law

University of West Florida   2006 — 2008
Bachelor of Arts (B.A.), International Studies, w/ a focus on Security and Diplomacy, Magna Cum Laude

Hawaii Pacific University   2005 — 2006
International Relations and Affairs

Experience
Financial LifeLab Inc.   June 2014 - Present
AXA Advisors, LLC   June 2012 - May 2014
Independent Natural Resources Inc.   September 2009 - June 2010
RiverSource Investments, a part of Ameriprise Financial   September 2007 - May 2009
Network Systems Corporation  June 1974 - June 1995
Control Data Corporation  June 1970 - June 1974

Skills
Mutual Funds, Small Business, Asset Allocation, Strategic Financial..., Financial Communications, Life Insurance, Small Business..., Leadership, Focus: Working with..., Portfolio Management, Business Owners'..., IRA & 401(k) Rollovers, Comprehensive Financial..., Personal Finance/Tax...

Education
Metropolitan State University
MBA, Communications, PR and Finance

North Hennepin Community College
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Roosevelt High School

Experience
Park Place Capital Management, Inc.   May 2014 - Present
AXA Advisors LLC  June 2013 - April 2014
Kolb+Co.   February 2009 - June 2013
Deloitte  June 2007 - February 2009

Skills
CPA, CPA, Mergers &..., Retirement Planning,..., Mergers & Acquisitions, Strategy, Tax, Small Business, Strategic Planning, Divestitures, Marketing, Financial Analysis, Accounting, Financial Reporting

Education
University of Wisconsin- Whitewater   2005 — 2006
Bachelors of Business Administration, Accounting

Michigan Technological University
Bachelor of Science, Business Administration

Experience
AXA Advisors, LLC   January 1990 - Present
US Army  November 1985 - September 1989

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Retirement, 401k Rollovers, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Roth IRA, Stock Trading, Simple IRA, Wealth Accumulation..., Life Insurance, IRAs, Employee Benefits, Financial Planners, Wealth Accumulation, Risk Management, Finance

Education
The American College   1995 — 2005
CLU® (Chartered Life Underwriter®), Life Insurance

Lander University   1983 — 1984
Bachelor of Arts (B.A.), History

United States Military Academy at West Point   1979 — 1983

Experience
UnitedHealth Group  February 2015 - Present
Cabintek, LLC   April 2014 - September 2014
New York Life Insurance Company  2010 - February 2014
MetLife  June 2009 - October 2010
AXA Advisors, LLC   September 2006 - June 2009
Baylake Bank  October 2004 - August 2006
US Bancorp Investment Inc  September 2001 - September 2004

Skills
New Business Development, Sales Management, Small Business..., Employee Benefits, Business Development, Finance, Small Business, Investments, Insurance, Retirement, Risk Management, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Outsourcing, Financial Services, Business Planning, Banking, Leadership, Team Building, Strategic Planning, Customer Service, Marketing Strategy, Training

Education
Embry-Riddle Aeronautical University-Worldwide   2004 — 2006
Master of Business Administration (MBA), Aviation Management

University of Wisconsin-Green Bay   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Political Science

Experience
AXA Advisors, LLC   August 2014 - Present
Dun & Bradstreet  January 2008 - August 2014
Neumann Homes  June 2003 - February 2007
Allegis Group  January 1999 - June 2003

Education
University of Illinois at Urbana-Champaign   1994 — 1998
BA, Sociolgy

Governors State University   2013 — 2013
Accounting

Loyola HS   1990 — 1994

Experience
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors, LLC   March 2012 - Present
AXA Advisors, LLC   June 2011 - February 2012

Skills
Finance, Strategic Planning, Leadership, Investments, Public Speaking, Research, Financial Modeling, Time Management, Employee Benefits, Bloomberg Terminal, Bloomberg, PowerPoint, Management, Insurance, Editing, Financial Planning, Series 7, Portfolio Management, Wealth Management

Education
Furman University   2007 — 2011
B.A., History

Savannah Country Day School   1999 — 2007

Experience
AXA Advisors LLC  September 2007 - Present
RSM McGladrey Inc.  2005 - 2007
GE Financial  2003 - 2005
Marsh & McLennan Companies, Inc.   2001 - 2002
Aetna International  1999 - 2001
Morgan Stanley  1996 - 1999
Chase Manhattan Corporation  1994 - 1996
Bank of America  1992 - 1994
Continental Bank N.A. (Bank of America)   1976 - 1992

Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...

Education
Loyola University Chicago   1969 — 1973
BS, Chemistry

MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance

Experience
AXA Advisors, LLC   December 2009 - Present
Warwick High School  March 2010 - February 2012
Millersville University  August 2009 - May 2011
Dun & Bradstreet  May 2009 - August 2009

Skills
Wealth Management, Multi-generational..., Series 7, series 66, Asset Allocation, Financial Planners, Insurance Strategies, Mutual Fund Stategies

Education
The American College   2013 — 2014
RICP®, Retirement Planning

Kutztown University of Pennsylvania   2005 — 2009
B.S, Business Administration; Marketing; Management

Experience
PNC Investments  January 2015 - Present
PNC Investments  April 2013 - January 2015
PNC Investments  June 2011 - April 2013
AXA Advisors LLC  May 2009 - June 2011

Education
John Carroll University   2005 — 2009
BSBA, Finance

Experience
AXA Advisors, LLC   September 2013 - January 2015
MPI Corporate Holdings, Inc.   February 2009 - August 2013
The Waterstone Group, Inc.   October 1995 - December 2008

Skills
Human Resources, Recruiting, Benefits Administration, Office Management, Employee Benefits, Payroll, Employee Relations, Benefits Management, Talent Acquisition, Technical Recruiting, New Hire Orientations, Management, FMLA, Personnel Management, Onboarding, Interviews

Education
IFEBP and Wharton School   2001 — 2004
Certified Employee Benefits Specialist, HR/Benefits, Certification

Marquette University
BA, Journalism & Spanish

Lawrence University

Shorewood High School

Experience
1st & Main Investment Advisors   February 2008 - Present
Eagle Valley Trout Unlimited   March 2007 - March 2013
AXA Advisors, LLC   February 2005 - February 2008
Adaptive Adventures  2005 - 2008
Park Hyatt Beaver Creek  2003 - 2006
Elevation, Inc.   2002 - 2004

Skills
Asset Managment, Securities, Financial Planners, Strategic Financial..., Cash Flow, Fixed Income, Equities, Finance, Risk Management, Sales, Real Estate, Analysis, Forecasting, Customer Service, Investments, Mutual Funds, Investment Strategies, Financial Services, Asset Management

Education
Hobart and William Smith Colleges   1995 — 1999
BA, History

Denver East   1991 — 1995

Graland Country Day School   1982 — 1992

Experience
Akorn Consumer Health, an Akorn Company   December 2014 - Present
Akorn Consumer Health, an Akorn Company   July 2013 - December 2014
Advanced Vision Research, an Akorn Company   October 2012 - July 2013
AFS  April 2012 - October 2012
AXA Advisors, LLC   October 2011 - March 2012
Thomson Reuters Tax & Accounting  December 2009 - April 2010
Edwards Brothers  August 2003 - December 2009

Skills
Planning, Customer Relations, Project Planning, Customer Service, Training, Inventory Management, Packaging, Account Management, Sales, Manufacturing, Leadership, Recruiting, Business Planning, Troubleshooting

Education
Lawrence Technological University   2007 — 2010
MBA, Business Administration

Eastern Michigan University
Bachelor of Science, Criminal Justice with Minor in Psychology

Experience
AXA Advisors, LLC   April 2010 - Present
McCormick & Schmick's Seafood Restaurant   August 2007 - January 2011
Restaurants Unlimited  October 2005 - November 2009

Skills
Retirement Solutions, Money Management, Managed Accounts, Investment Strategies, Asset Allocation, Diversification, Sailing, Customer Service, Investment Services, Investment planning, Financial Services, Financial Strategies, Insurance Planning, Insurance Services, Long-Term Care Planning..., Retirement Planning, Retirement Planning..., Business Succession..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Public Speaking

Education
Hampton University   2001 — 2005
Bachelor of Science (B.S.), Computer Science

Kentwood High School   1998 — 2001

Experience
University of Wisconsin-Oshkosh  August 2012 - December 2014
AXA Advisors, LLC   May 2013 - August 2013

Skills
Windows XP Pro, Windows Vista, Windows 7, Windows 8, Mac OS X, Microsoft Office, Relationship Driven, OS X, Teamwork, Social Media

Education
Illinois State University   2015 — 2017
Bachelor's of Science, Information Systems, Junior

University of Wisconsin-Oshkosh   2012 — 2014

University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), 3.70

Experience
Futurity First-Summit Financial Group   February 2014 - Present
AXA Advisors, LLC   October 2011 - January 2014
Allstate Financial Services  June 2007 - September 2011
Mass Mutual Financial Group  November 2001 - March 2007
Mass Mutual Financial Group  February 1997 - November 2001
Mass Mutual Financial Group  October 1994 - February 1997

Skills
Leadership, Strategic Financial..., Marketing, Sales Operations, Customer Retention, IRAs, Securities, Estate Planning, Term Life Insurance, Networking, Variable Annuities, Long Term Care Insurance, Investment Advisory, Asset Allocation, FINRA, 401k Rollovers, Public Relations, Series 65, Interviews, Disability Insurance, Underwriting, Series 24, Roth IRA, Sales Management

Education
Minnesota State University, Mankato

Experience
AXA Advisors, LLC   May 2001 - Present
Bay Creek Mortgage   August 2000 - May 2001

Skills
Investment Management..., Retirement Planning..., Life Insurance Services, Disability Insurance..., PERS Retirement..., Long Term Care...

Education
Georgetown University   1999 — 2000
Master of Science (M.S.), Physiology & Biophysics

Willamette University   1995 — 1999
Bachelor of Science (B.S.), Major: Biology Minors: Chemistry, U.S. History

Jesuit High School   1991 — 1995

Experience
Milestone Advisory Group   November 2010 - Present
Brewer Financial Services   2009 - 2010
LPL  November 2005 - February 2009
AXA Advisors, LLC   December 1998 - November 2005

Skills
Retirement Planning, Estate Planning, Annuities, Financial Planning, Retirement Income..., Mutual Funds, Long Term Care, Insurance, Health Insurance, Investment Advisory

Education
Illinois State University   1994 — 1996
BS, Marketing

Illinois State University   1991 — 1992
Bachelor of Science (B.S.), Marketing

Iowa State University   1990 — 1991

Experience
AXA Advisors, LLC   September 2013 - Present
CLS Investments, LLC  July 2010 - February 2013
CLS Investments, LLC  June 2006 - July 2010
CLS Investments, LLC  September 2003 - June 2006
CLS Investments, LLC  September 1998 - September 2003

Skills
Investment Strategies, Variable Annuities

Education
University of Nebraska at Omaha
Bachelor's degree

Grace University

Experience
AXA Advisors, LLC   June 2011 - Present
AXA-Advisors LLC  April 2011 - Present
SCORE Westchester   2014 - 2014
ALLY Financial, Inc. (formerly GMAC)   January 1999 - June 2010
BNY Financial Corp   January 1987 - January 1999

Skills
Portfolio Management, Credit, Credit Analysis, Investments, Commercial Banking, Financial Advisory, Asset Based Lending, Factoring, Financial Risk, Credit Risk, Finance, Commercial Lending, Cash Flow, Loans, Banking, Commercial Finance, Mortgage Lending, Structured Finance, Lines Of Credit, Cash Management, Corporate Finance, Financial Modeling, Executive Management, Financial Analysis, Financial Services, Small Business Lending, Underwriting, Restructuring, Risk Management, Strategic Financial..., Funding, Private Equity, Relationship Management, Mergers & Acquisitions, Treasury Management, Financial Structuring, Asset Management, Consumer Lending, Trade Finance, Commercial Mortgages, Insurance, Valuation, Due Diligence, IRS Enrolled Agent

Education
Mercy College
Finance

New York Institute of Credit
Credit Managment

New York University
Finance

Experience
AXA Advisors, LLC   October 1990 - Present
Security Pacific Bank  September 1985 - October 1990
Merrill Lynch Capital Markets  1979 - 1985
Huntoon, Paige & Co., Inc.   1972 - 1979

Skills
Strategic Financial..., Life Insurance Services, Long Term Care..., Estate Planning..., Wealth Management

Education
University of Pennsylvania - The Wharton School   2007 — 2010
Certificate, Retirement Planning

Fordham University   2000 — 2007
BA, Liberal Arts, Studio Art, Magna Cum Laude

City University of New York-Queens College   1970 — 1972
Liberal Arts

St. Michael HS   1964 — 1968
NYS Regents Diploma, General Studies

Experience
AXA Advisors, LLC   March 2012 - Present
Enterprise Rent-A-Car  December 2008 - August 2011
DreamWorks Animation  December 2008 - May 2009
Bayer Pharmaceuticals  2008 - 2008

Skills
Sales, Microsoft Excel, CRM, Financial Analysis, Customer Service, Account Management, Microsoft Office, Marketing, PowerPoint, Analysis

Education
Loyola Marymount University, College of Business Administration   2005 — 2009
B.S., Marketing & International Business

Loyola High School   2001 — 2005

Experience
Napa Flats, LLC   April 2014 - Present
Abney Business Consulting   January 2007 - Present
Reynolds & Franke, PC   April 2010 - August 2013
Principia21   April 2011 - August 2012
Carpenter and Langford   January 2009 - May 2009
AXA Advisors, LLC   June 1989 - February 2007
Weems, Abney, Wright and Feldman, Attorneys   June 1979 - April 1989

Skills
Start-ups, Strategy, Leadership, Management, Management Consulting, New Business Development, Fundraising, Project Planning, Business Planning, Negotiation, Executive Management, Corporate Finance, Contract Negotiation, Team Building, Finance, Public Speaking, Mergers & Acquisitions, Financial Analysis, Entrepreneurship, Marketing, Training, Business Strategy, Program Management, Financial Consulting, Business Coaching, Leadership Development, Recruiting, Accounting, Organizational..., Tax, Small Business, Sales, Financial Advisory

Education
New York University School of Law
Master's Degree (L.L.M.), Taxation

Loyola University New Orleans College of Law
Juris Doctorate, Law

Louisiana Tech University
Bachelor of Science Degree, Accounting

Experience
AXA Advisors, LLC   March 1996 - Present

Education
Drexel University
MBA, Financial Management

Pennsylvania State University
B.S., Accounting

Shawnee High School

Experience
AXA Advisors, LLC   June 2003 - Present

Skills
Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Mutual Fund Strategies, Investment Strategies, Advisory Strategies, Annuity Strategies, Life Insurance..., Disability Strategies, LTC Planning, Health Ins. Planning

Education
UCLA Anderson School of Management   1991 — 1994
MBA, Information Systems

Embry-Riddle Aeronautical University   1982 — 1986
BS, Aeronautical Engineering

Embry-Riddle Aeronautical University   1980 — 1982
AS, Aeronautical Studies

University of California, Los Angeles

Experience
Lee Hecht Harrison  March 2015 - Present
Lee Hecht Harrison  October 2009 - March 2015
Lee Hecht Harrison  June 2007 - October 2009
DBM  2000 - April 2007
AXA Advisors, LLC   1998 - 2000
Target, Bradlees, Gimbels   1978 - 1998
Bradlees, Inc  1986 - 1995

Skills
Communication, MBTI, Strong Interest..., LEA 360, Career Counseling, MBTI, Career Management, Strong Interest..., Outplacement, Coaching, Recruiting, Employee Relations, Talent Management, Career Development, Personnel Management, Conflict Resolution, Job Coaching, Management, Strategic Planning, Management Consulting, Staff Development, Organizational..., Human Resources, Consulting, Job Search Strategies, Organizational..., Team Building, Executive Coaching, Training, Leadership, Employee Training, Career Development..., Performance Management, Career Assessment, Personal Development, Training Delivery, Temporary Placement, Management Development, 360 Feedback, Executive Development, Marketing, Time Management, Succession Planning, Deferred Compensation, Performance Improvement, Interviews, Strategy, Leadership Development, Talent Acquisition, Organizational Design, Resume Writing

Education
Waterloo Lutheran Seminary (Wilfrid Laurier University)   1973 — 1977
Master of Divinity

Gettysburg College   1969 — 1973
BA

Experience
AXA Advisors, LLC   July 1996 - Present

Skills
Asset Management, Investments, Finance, Insurance, Strategic Planning, Retirement Planning

Education
Hofstra University   1984 — 1988
BA, Finance

Scranton Prep   1980 — 1984

Experience
Staples  April 2015 - Present
Dunkin Donuts  February 2015 - Present
Tax Preparation  April 2010 - Present
Insurance Producer in SC   March 2004 - Present
Quality Inn at Patriots Point   April 2014 - February 2015
The Hinks Co., Inc   October 2010 - July 2011
HP Software  1997 - 2011
Bistany'sOriental Rugs, Inc   November 2009 - September 2010
AXA Advisors, LLC   July 2008 - October 2009
Morgan Stanley  October 2004 - June 2008

Skills
Computer Maintenance, Customer Retention, Customer Satisfaction, Series 7, Series 66, Series 63, Insurance, Research, Portfolio Management, Financial Planning, Asset Management, Investments, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Compliance, Business Planning, Estate Planning, Small Business, Customer Relations, Retirement, Strategic Planning, Asset Allocation, Funding, New Business Development, Management Consulting, Financial Management, Team Building, Fundraising, Business Strategy, Annuities, Strategy Development, Consultative Selling, Process Improvement, Financial Modeling, Investment Advisory, Forecasting, Problem Solving, Long Term Care, Customer Service, Team Leadership, Long Distance Running, Uniform Combined State..., Strategic Financial..., Asset Managment, Finance, Executive Management, Financial Reporting, Mergers

Education
Hollins University   1993 — 1997
B.A, Economics

Colorado College   1993 — 1993
Summer School and Wonderful Travels, Environmental Science

Experience
AXA US  October 2014 - Present
AXA Equitable  October 2012 - Present
AXA Advisors, LLC   March 2010 - December 2012
ING Financial Advisers  November 2008 - March 2010
AXA Advisors, LLC   April 2001 - November 2008
Western Southern Life  2000 - 2001

Skills
Series 7, Fixed Annuities, Insurance, Investment Advisory, Mutual Funds, Strategic Financial..., Securities, Retirement Planning, New Business Development, Strategic Partnerships, Business Strategy, Life Insurance, FINRA, Investments, Wealth Management, Finance, Financial Services, Management, Retirement, Series 63

Education
East Carolina University   1994 — 1999

Experience
PNC  March 2015 - Present
Huntington National Bank  2007 - 2014
Huntington National, Bank  2004 - 2007
AXA Advisors, LLC   2000 - 2003
OPERS  1997 - 1999

Skills
Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Asset Managment, Fixed Income, Wealth Management, Investment Strategies, Fiduciary Management, Trust Management, Finance

Education
Furman University   1993 — 1997
B.S., Mathematics, Summa Cum Laude

Experience
AXA Advisors, LLC   1996 - Present
National Ski Patrol  1973 - 2015

Skills
Retirement Planning, Estate Planning, Leadership, Strategic Planning, Public Speaking, Small Business, Start-ups, Financial Analysis, Investments, Insurance, Business Planning, Finance, Strategic Financial..., Risk Management, Public Relations

Education
University of Pennsylvania - The Wharton School   2005 — 2006
Retirement Planning

High Point University   1976 — 1979
Bachelor of Arts (BA), Pre- Law Program

Experience
North Penn Volunteer Fire Company   January 2001 - Present
Axa Advisors, LLC   December 1985 - Present
Southern NJ Regional Early Intervention Collaborative   1994 - 2011
Society of Financial Service Professionals  1985 - 2011
YMCA Camp Tockwogh  2006 - 2009
The MONY Group  December 1985 - July 2004
Ocean City Beach Patrol  1974 - 1978

Skills
Retirement Planning, Financial Planning, Special Needs Planning, Business Succession..., Life Insurance..., Mutual Fund Strategies, Long Term Care..., Money Management..., Qualified Retirement..., College Funding...

Education
Edinboro University of Pennsylvania   1974 — 1978
BA, Political Science

The American College
ChFC, CLU

Experience
NYLIFE Securities LLC  December 2014 - Present
New York Life Insurance Company  November 2014 - Present
CUNA Mutual Group  June 2014 - November 2014
AXA Advisors, LLC   March 2014 - May 2014
NEFCU  July 2008 - November 2013

Skills
Retirement Planning, Life Insurance, Estate Planning, Key Person Insurance, 401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Legacies, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Relationship Management, Retirement, Risk Management, Seminar Marketing, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...

Education
Hofstra University   2009 — 2015
Master of Business Administration (M.B.A.), Business Administration and Finance

St. John's University   2004 — 2008
Bachelor's Degree, Finance with a marketing concentration

Experience
Capitol Financial Solutions  2015 - Present
AXA Advisors, LLC   January 2009 - July 2015
Sentry Insurance  2000 - 2008
General Motors Corporation  January 1969 - September 1996

Education
The Defiance College   1989 — 1994
BS, Management

East Carolina University   1967 — 1968
Bachelor of Business Administration (B.B.A.)

Experience
Anderson & Ellis, Inc   October 2014 - Present
BBK Logistics, Inc.   April 2014 - October 2014
1st Choice Facilities Services Corp.   July 2013 - April 2014
AXA Advisors, LLC   2011 - 2013

Skills
Microsoft Excel, Leadership, Communication Skills, Analytical Skills, Finance, Retirement Planning, Strategic Financial..., Financial Modeling, Financial Analysis, Insurance, Marketing, Risk Management, Social Media, Customer Service

Education
Florida State University   2007 — 2011
Bachelor of Science (B.S.), Finance

Sarasota High School

Experience
Financial Designs Wealth Strategies   July 1990 - Present
AXA Advisors, LLC   February 1985 - Present
AXA Advisors, LLC   1985 - Present

Skills
Financial Planning, Retirement, Annuity, Insurance, Securities, Retirement Planning, Wealth Accumulation, Funding, Disability Insurance, Annuities, Long Term Care, IRA's, Insurance Planning, Estate Planning, Asset Allocation, 401k, Wealth Preservation, Wealth, Series 7, Wealth Management, Retirement Income..., Long-term Care, Small Business, Investments, Mutual Funds, Asset Protection, Asset Management, Financial Advisory, Savings, Financial Advice, Term Life Insurance, Pensions, IRAs, Strategic Financial..., Fixed Annuities, Finance, Financial Services, FINRA, Strategic Planning

Education
King's College   1969 — 1971

Experience
Legg Mason  September 2014 - Present
J.P. Morgan   June 2013 - September 2014
AXA Advisors, LLC   March 2008 - 2013
The Vanguard Group  August 2007 - March 2008
AIG  May 2006 - September 2006

Education
La Salle University   2003 — 2007
BA

Experience
Carbon County Administration   January 2015 - Present
Wealth Management Strategies: A EFG Group of AXA Advisors   April 2013 - Present
Tatton & Mellor Insurance Agency   March 2013 - Present
Jake Mellor Tax & Accounting Services   January 2013 - Present
AXA Advisors, LLC   October 2012 - Present
Jake Mellor Financial Services, LLC   September 2010 - Present
AXA Advisors  2012 - 2013
Hill and Stone Insurance   2012 - 2013
Humana  2009 - 2013
Cambridge Financial Services  September 2010 - October 2012

Skills
IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance, Universal Life, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement, Customer Service, Key Person Insurance, Whole Life, Variable Annuities, Retirement Planning, Estate Planning, Financial Planners, Employee Benefits, Wealth Management, Health Insurance, Investment Advisory, Securities, Strategic Financial..., Series 7, Finance, Investment Management, Property & Casualty..., Small Business, Commercial Insurance, General Insurance, Management, Personal Finance, Long Term Care Insurance, Personal Financial..., Budgets, Risk Management, Wealth Accumulation, Accounting, 401k, Financial Services, Roth IRA, Retirement Savings, 401k Rollovers, Group Insurance, Pensions, Wealth, Financial Advisory, Financial Analysis, Asset Protection

Education
Kaplan University   2009 — 2012
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services

Southern Utah University   2009 — 2011
MBA, Masters of Busines Administration

Southern Utah University   2008 — 2010
Bachelor of Science in FINANCE, Investments & Insurance, 3.8

Snow College   2003 — 2004
AS, Business

Experience
Columbus City Schools  2005 - Present
Towers Watson (Formerly Towers Perrin)   2001 - 2002
AXA Advisors, LLC   2000 - 2001
Towers Watson (formerly Towers Perrin)   1998 - 2000
EY (formerly Ernst & Young, LLP)   1995 - 1998

Skills
Problem Solving, Financial Planning, Financial Risk, Big Picture View, Investments, Personal Finance, Mathematics, Statistics, Microsoft Excel, Mathematics Education, Educational Technology

Education
The Ohio State University   2008 — 2012
Masters of Educational Administration (Partial Completion), Educational Leadership and Administration, General

Messiah College   1991 — 1995
Bachelor’s Degree, Mathematics and Statistics

Experience
Public Defender Office  August 2015 - Present
McCalla Raymer, LLC  May 2015 - July 2015
AXA-Advisors, LLC  July 2013 - July 2014
Georgia State University  May 2012 - May 2013
Georgia State Capitol  January 2012 - April 2012
Wells Fargo  June 2010 - September 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Event Planning, Events Coordination, Calendaring, Proofreading, Editing, Note Taking, Organizing Meetings, Receptionist Duties, Administrative Office..., Higher Education, Social Networking, Human Resources

Education
The University of Georgia   2014 — 2017
Juris Doctor (J.D.)

Georgia State University   2009 — 2013
Bachelor of Arts (B.A.), Political Science (Minor in Sociology), Suma Cum Laude (GPA: 3.9)

Experience
AXA Advisors, LLC   January 1979 - Present

Skills
Strategic Financial..., Business Continuity..., Retirement Planning

Education
Duke University   1974 — 1978
Religion & Business Administration and Management, General

Experience
Angelo Planning Group, LLC   December 2010 - Present
AXA Advisors, LLC   September 2004 - December 2010

Skills
Retirement Planning, Life Insurance, Investment Management, Disability Insurance, College Savings Plans, Property & Casualty..., 401(k) Advisory, 403(b) Advisory, 457 Advisory, Refinance, New Home Purchase

Education
SUNY Brockport   2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Monroe Community College   1998 — 2001
Associate's degree, Business/Commerce, General

Experience
Lasting Legacy Wealth Management   April 2012 - Present
Edward Jones  January 2008 - April 2012
AXA Advisors, LLC   November 2006 - October 2007
Lexmark International, Inc.   January 2005 - July 2006
Lexmark International, Inc.   March 2004 - January 2005
Lexmark International, Inc.   December 2001 - February 2004
Lexmark International, Inc.   June 2000 - November 2001
Lexmark International, Inc.   October 1998 - May 2000
International Union of Bricklayers   January 1995 - January 1997
International Union of Bricklayers   1995 - 1997

Skills
Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Strategic Planning, Investments, Life Insurance, Financial Goals, Portfolio Management, Asset Managment

Education
The George Washington University
Master's Certificate

University of Kentucky   1998 — 1999
MBA

Howard University   1991 — 1995
BBA

Experience
LifeCapital Partners   January 2013 - Present
AXA Advisors, LLC   October 1988 - Present
McKiege & Company   1987 - February 1988
First Boston  1985 - 1986

Skills
Retirement Planning, Strategic Financial..., Disability Insurance..., Life Insurance Analysis, Wealth Management..., Long Term Care...

Education
The American College
Chartered Life Underwriter, Insurance

Fordham University   1981 — 1985
BS in Business Administration, Dual Concentrations in Finance and Economics

Experience
Quest Financial LLC   May 2013 - Present
AXA Advisors, LLC   September 2011 - April 2013
William J. Revoir & Associates   July 1979 - November 2011
County of Macomb Michigan   2001 - 2006
Faith Victory Church   December 1985 - July 2003

Skills
Retirement Planning, Series 6, Pensions, Estate Planning, Asset Managment, Fixed Annuities, Series 65, Investment Advisory, Mutual Funds, Series 63, Investments, Wealth Management, Health Insurance, Strategic Financial..., FINRA, Financial Planners, 401k, Uniform Combined State..., Long-term Care, Life Insurance, Securities, Insurance, Non-profits, Retirement, Series 7, Finance, Personal Finance, Financial Advisory, Disability Insurance, Long Term Care Insurance, Financial Services, Asset Allocation, Term Life Insurance, Investment Strategies, Critical Illness, Small Business, Alternative Investments, 401k Rollovers, College Savings Plans, Wealth Accumulation, Variable Annuities, Roth IRA, Investment Management, Portfolio Management

Education
Rhema Bible Training Center   1983 — 1985
Certificate, Biblical Studies

Macomb Community College   1972 — 1974
Business, Computer Science

Experience
Charles Schwab  November 2011 - Present
The Guardian Life Insurance Company of America  September 2010 - September 2011
PricewaterhouseCoopers  September 2008 - September 2010
AXA Advisors, LLC   October 2007 - August 2008
AXA Advisors, LLC   January 2005 - September 2007
AXA Advisors, LLC   July 2002 - December 2004

Skills
Social Media, Marketing, Marketing Strategy, Integrated Marketing, Brand Management, Event Management, Event Planning, Lead Generation, Facebook, Strategic Planning, Strategic Communications, Market Research, Public Relations, Marketing Communications, Advertising, Sales, Marketing Research, Leadership, Newsletters, Strategy, Cross-functional Team..., Market Planning, Sponsorship, Budgets, Market Analysis, Direct Marketing, Email Marketing, Digital Marketing, Online Marketing, Social Media Marketing, Brand Development, Online Advertising

Education
University of Maryland - Robert H. Smith School of Business   2005 — 2008
MBA, Marketing & Strategy

James Madison University   1998 — 2002
BS, Communication - Public Relations

Academy of the Holy Cross   1994 — 1998

Experience
Harmonyx Diagnostics  April 2014 - Present
Referee Enterprises/National Association of Sports Officials   November 2012 - April 2014
Leeco Steel  June 2012 - November 2012
AXA Advisors, LLC   February 2011 - June 2012
MiLB, MLB   April 2000 - April 2010
United Cerebral Palsy  September 2005 - March 2010
Caledonia Community Schools  September 2000 - April 2005

Skills
Coaching, Customer Service, Event Management, Event Planning, Finance, Fixed Annuities, Fundraising, Insurance, Leadership, Life Insurance, Management, Microsoft Excel, Microsoft Office, Program Management, Public Speaking, Sales, Sales Management, Sports, Sports Management, Strategic Planning, Teaching, Team Building

Education
Hope College   1995 — 1999
BA, Social Sciences, Business Administration

Experience
MetLife Broker Dealer Group  September 2014 - Present
MetLife  January 2014 - August 2014
MetLife  July 2012 - December 2013
Commonwealth Financial Network  February 2011 - July 2012
AXA Advisors  2009 - 2011
AXA Advisors  2006 - 2009
AXA Advisors, LLC   2005 - 2006

Skills
Finance, Sales, Series 7, Securities, Auditing

Education
Mississippi State University   2008 — 2010
MBA, Business Administration

Metropolitan State University of Denver   1999 — 2003
BS, Business Management

Experience
Ward Group - McLagan/Aon Hewitt Company   2012 - Present
AXA Advisors, LLC   February 2008 - April 2012
Lincoln Financial Advisors  April 2006 - February 2008
Ward Group  November 2001 - July 2004
PricewaterhouseCoopers  September 1999 - November 2001

Education
Miami University   1994 — 1997
B.S., Accounting and Finance

Experience
AXA Advisors, LLC   October 2014 - Present
Value Creation, LLC   May 2014 - Present
Morgan Stanley Private Wealth Management  February 2014 - May 2014
Wells Fargo Advisors, LLC  May 2010 - December 2013
VentureLoop   April 2009 - May 2010
Elgae Associates   September 2007 - May 2010
Alliant Credit Union  June 2009 - November 2009
InsideVenture   January 2009 - March 2009
VIP Concierge Services   April 2007 - December 2007
Wells Fargo  December 2005 - December 2006

Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development

Education
University of California, Santa Barbara   1998 — 2000
Bachelors, Business Economics & Accounting

Foothill College   1995 — 1998
AA, Economics

Experience
Fifth Third Securities  December 2012 - Present
Fifth Third Securities  August 2010 - December 2012
SunTrust Investment Services  February 2006 - May 2010
AXA Advisors, LLC   April 2005 - January 2006
Prudential Financial  May 2004 - January 2005

Skills
Streetscape, Insurance, Management, Customer Service, Series 7, Series 63, Strategic Financial..., Retirement Planning, Investments, Fixed Income, Mutual Funds

Education
Middle Tennessee State University
Bachelor of Science, Recording Business Management

Experience
Independent Insurance Agent  April 2009 - Present
AXA Advisors, LLC   2007 - 2009
Clarkston State Bank  2003 - 2006
Bank One  1989 - 2003
Farm Credit Services  1980 - 1986

Skills
Retirement Planning, Retirement, Banking, Life Insurance, Estate Planning, Credit Analysis, Portfolio Management, Commercial Banking, Investments, Financial Services, Customer Service, Asset Protection, Insurance, Wealth Management, Finance, Personal Financial..., Treasury Management, Fixed Annuities, Mutual Funds, 401k, Credit, Retirement Income..., Long Term Care Insurance

Education
Michigan State University   1986 — 1988
MBA

Michigan State University
BS

Experience
Lydian Advisory Group   January 2013 - Present
Haggerty & Gibbs Financial Services   January 2011 - January 2013
AXA Advisors, LLC   April 2010 - January 2012

Skills
Investments, Life Insurance, Financial Services, Disability Insurance

Education
Lehigh University

Experience
AXA Advisors LLC  February 2007 - Present
JPMorgan Chase  August 1974 - March 2005
Midwest Stock Exchange Service Corp.   June 1971 - August 1974

Skills
Retirement Planning, Risk Management, Wealth Management, Portfolio Management, Process Improvement, Business Continuity, Business Analysis, Project Portfolio..., Program Management, Investment Management, Estate Planning, Financial Needs Analysis, Life Insurance...

Education
University of Pennsylvania - The Wharton School   2008 — 2008
Retirement Planning Specialist, Retirement Planning

Manhattan College   1963 — 1967
Bachelor's Degree, Marketing

Experience
AXA Advisors, LLC   February 2003 - Present
The Bailey Group  May 2014 - Present
Community Health Center of Buffalo  June 2013 - Present
Community Health Worker Network of Buffalo   January 2012 - Present
American Cancer Society  January 2004 - Present
American Cancer Society  September 2006 - September 2012
Buffalo Academy of the Sacred Heart  2007 - 2010
Voyager Custom   February 1994 - February 2003
Affinity Express  January 2001 - January 2002
VOYAGER EMBLEMS/GRANT EMBLEMS   January 1993 - January 2001

Skills
Strategy, Sales, Public Speaking, Strategic Planning, Marketing, Insurance, Start-ups, Business Development, Product Development, Employee Benefits, Public Relations, Retirement Planning, Small Business, Finance, Customer Service, Estate Planning, Retirement, Nonprofits, Fundraising, Leadership Development

Education
Le Moyne College   1971 — 1976
Bachelor of Science (B.S.), Biology, General

Nazareth Regional High School   1967 — 1971
Regents Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 9-12

Experience
AXA Advisors, LLC   September 2000 - Present

Skills
Risk Management

Education
Lewis University   1996 — 1998
MBA, Business Administration

Lewis University   1993 — 1996
BA, Business

Experience
Anthem, Inc.   March 2015 - Present
HealthMarkets  September 2014 - April 2015
Goodwill Industries of Central Indiana  December 2012 - August 2014
Specialty Coating Systems, Inc.   June 2011 - September 2012
Vesta Pharmaceuticals   January 2011 - June 2011
Anson Group  October 2010 - January 2011
United Financial Systems Corporation   May 2009 - January 2010
United Advisors  May 2009 - May 2009
United Advisors Corporation   May 2008 - April 2009
AXA Advisors, LLC   March 2004 - September 2007

Skills
Operations Management, Problem Solving, Inventory Management, Purchasing, Leadership, Customer Service, Strategic Planning, Quality Assurance, Process Improvement, Continuous Improvement, Six Sigma, Quality System, Coaching, Cross-functional Team..., Lean Manufacturing, Management, Process Engineering, Sales, Training, Team Building, Project Management, Insurance, Small Business

Education
Indiana Wesleyan University   1996 — 1999
Masters, Business Administration

Kaplan University   2002 — 2004
Prof. Ed. Cert., Certified Financial Planning

Purdue University
BS, Electrical Engineering Technology

Experience
AXA Advisors, LLC   November 1997 - Present

Skills
Series 24, Series 7, Series 63, Series 6, Series 65, Life & Health Insurance...

Education
Missouri State University   1987 — 1991
Bachelor of Science (BS), Finance, General

Experience
Genova Burns LLC  September 2012 - Present
Commissione Giovani-USA   2008 - Present
Superior Court of New Jersey  September 2011 - August 2012
Seton Hall University Center for Social Justice   January 2011 - May 2011
Piro, Zinna, Cifelli, Paris & Genitempo, PC   May 2009 - May 2011
U.S. District Court for the District of New Jersey   May 2009 - September 2009
Essex County Courthouse   June 2007 - August 2008
AXA Advisors, LLC   June 2004 - August 2008

Skills
Research, Outlook, PowerPoint, Word, Excel, Legal Writing, Microsoft Word, Commercial Litigation, Microsoft Excel, Legal Research, Litigation, Westlaw, Mediation, Civil Litigation, Courts, Appeals, Trials, LexisNexis, Corporate Law, Public Speaking, Employment Law, Legal Assistance

Education
Seton Hall University School of Law   2008 — 2011
Doctor of Law (JD)

Drew University   2004 — 2008
BA, Summa Cum Laude, Political Science and Italian Studies

Mount Saint Dominic Academy   2000 — 2004

Experience
CPhase Financial, LLC   April 2011 - Present
AXA Advisors, LLC   October 2002 - April 2011

Skills
Retirement Planning

Education
Minnesota State University, Mankato   1998 — 2002
BS

Watertown Senior High School, Watertown, South Dakota   1993 — 1997

Experience
Michigan Financial Companies  January 2015 - Present
AXA Advisors  October 2004 - January 2015
AXA Advisors, LLC   December 2006 - December 2013
Hantz Financial  June 2002 - October 2004

Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...

Education
Michigan State University   1998 — 2002
BA, Finance

Andover High School   1994 — 1998

Experience
AXA Advisors, LLC   January 2005 - Present
AXA Advisors, LLC   2006 - 2014
Merrill Lynch  2000 - 2002
ADP  1995 - 2000

Education
NYU Stern School of Business   2000 — 2002
Master of Business Administration (MBA), Finance, General

Hofstra University   1991 — 1995
Bachelor of Business Administration (B.B.A.), International Business

Experience
AXA Advisors, LLC   2014 - Present
AXA Advisors  2014 - 2015
AXA Advisors  2014 - 2015
Small Planet, Inc.   1996 - 2013
The Center for Gifted  2001 - 2004
Cravit CME (formerly Saffer Cravit)   1992 - 1995
Hal Riney & Partners  1987 - 1991

Skills
Financial needs analysis, Retirement Planning, College Savings Plans, Fixed Annuities, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Health Insurance, Strategic Planning, Public Speaking, Marketing, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Marketing Communications

Education
Michigan State University   1983 — 1986
BA, College of Communication Arts and Sciences

National-Louis University   1997 — 2002
MAT, Special Education, Learning Disabilities and Behavior Disorders

Experience
Skydive 35   April 2013 - Present
Blue Skies Real Estate Solutions   March 2009 - Present
Gogo  August 2014 - May 2015
Midwest Legacy LLC   August 2010 - May 2015
L-3 Communications  October 2012 - September 2014
Beechcraft Employees Flying Club   July 2011 - July 2014
Blue Skies Aviation Services, Inc.   March 2009 - October 2012
Hawker Beechcraft  August 2010 - January 2012
AXA Advisors, LLC   November 2009 - December 2010
Cessna Employees Flying Club   January 1991 - May 2009

Skills
Leadership, Training, Aviation, Aircraft, Aerospace, Aircraft Maintenance, Flights, Avionics, Airlines, Piloting, CFI, Mentoring New Hires, Collaborative Problem..., Collaborative Leadership, cool under pressure, Program Management, Technical Writing, Quality Assurance, Engineering Management, Military, Continuous Improvement, CFII, Flight Test, Engineering, Private Pilot, Commercial Aviation, Six Sigma, Root Cause Analysis, Aircraft Design, Government Contracting, Flight Training, DoD, Management, Airworthiness, Process Improvement, Analysis, Aeronautics, Flight Safety, Human Factors, Airports

Education
Friends University   1991 — 1993
MBA, Business Information Systems

Wichita State University   1985 — 1990
BS, Aerospace Engineering

Experience
AXA Advisors, LLC   February 2005 - Present

Skills
Retirement Planning, Wealth Management, Risk Management, Investment Advisory..., Insurance Services

Education
Eastern Illinois University   1999 — 2002
BS, Psychology

Experience
AXA Advisors, LLC   November 2008 - Present
Williams Scotsman  1999 - 2008
Conrail  1976 - 1995

Skills
Wealth Management, Financial Planning, Investment Services, Long-term care Planning..., Insurance Services, Estate Planning..., Retirement Planning, Business succession..., Executive benefits..., Wealth preservation..., Estate conservation..., Tax-efficient investing...

Education
Purdue University
BS, Civil Engineering

La Salle University - School of Business Administration
MBA, Finance

Experience
Department of Speech and Hearing Sciences at Portland State University   December 2010 - Present
Axa Advisors, LLC   March 2012 - June 2012
Child Development & Rehabilitation Center at OHSU   January 2011 - December 2011
University of Wisconsin Department of Surgery  September 1997 - June 2005
Department of Communicative Disorders at University of Wisconsin-Madison   January 2004 - May 2004

Skills
fluent in Korean, FINRA series 7, FINRA series 63, State of Oregon Life...

Education
University of Wisconsin-Madison   1997 — 2006
Doctor of Philosophy (Ph.D.), Communicative Disorders

Columbia University Teachers College   1992 — 1993
Master of Science (M.S.), Speech, Language Pathology & Audiology

Ewha Womans University   1986 — 1990
B.A.,, French Literature & Language

Experience
AXA Advisors, LLC   January 2004 - Present
Rick Hendrix Toyota   October 2003 - December 2004
Edward Jones  June 2002 - August 2002
GKN Automotive  March 2000 - April 2002
The Goodyear Tire & Rubber Company  August 1997 - March 2001
Central Carolina Community College  August 1996 - August 1997
US Army  December 1994 - July 1996
US Army  August 1992 - December 1994

Skills
Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Estate Planning, Microsoft Office, Insurance

Education
Hawaii Pacific University   1992 — 1994
Master of Business Administration (MBA), Quality Management

Western New England College   1987 — 1991
Bachelor of Arts (B.A.)

Experience
AXA Advisors, LLC   November 2013 - Present
Everline&CO.   1992 - 2013
Telanetix,Inc.   June 2007 - July 2010
Bandag  January 1982 - June 2007

Skills
wealth management, customer service, financial planning, investment services, investment planning, business succession..., business succession..., estate planning..., retirement planning, retirement planning..., retirement planning..., financial services, financial strategies, insurance planning, insurance strategies, investment advisory..., annuity services, Start-ups, tax-deferred investment..., tax-efficient..., client education, pension distribution..., IRA distribution..., 401(k) distribution..., Business Planning, Executive Management, Mergers & Acquisitions, Organizational..., Strategic Planning, Team Building, risk management, Leadership Development, Business Process..., Consulting, Business Strategy

Education
•University of Chicago Booth Graduate School of Business, MBA (Finance), 1972.   1970 — 1972
Master of Business Administration (MBA), Finance

Southern Methodist University Dedman School of Law   1965 — 1968
Doctor of Law (JD), Law

DePaul University   1960 — 1965
Bachelor of Arts (BA), History/Political Science, Honor Graduate

Experience
AXA Advisors, LLC   August 2012 - Present
ING Financial  August 2011 - August 2012
Indiana Public Retirement System (INPRS)   September 2008 - August 2011
Emerson/Mallory Controls   June 2004 - August 2008

Education
Indiana University - Kelley School of Business
Finance, Finance and Criminal Justice