Experience
AXA Advisors, LLC   2004 - Present
Merrill Lynch  2000 - 2003

Skills
Personal Financial..., Retirement Planning, Wealth Management..., Financial Education, Investment Management, Asset Allocation, Life Insurance, Long Term Care Insurance, Education Funding, College Savings Plans, Public Speaking, Estate Planning

Education
Pacific Lutheran University   1995 — 1999
Bachelors, Business, Exercise Science, Physical Education

Decatur High School   1992 — 1995
High School Diploma

Experience
Barclays Capital  April 2012 - Present
RBC CAPITAL MARKETS, LLC  October 2009 - April 2012
AXA ADVISORS, LLC   September 2007 - May 2009
American Financial Marketing  July 2006 - August 2007
QUESTAR CAPITAL/USALLIANZ SECURITIES INC   April 2005 - June 2006
U.S. BANK   December 2004 - April 2005
Wells Fargo products   October 2002 - October 2004

Skills
Fixed Annuities, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Series 7, Insurance, Microsoft Excel, Investments, Microsoft Word, FINRA, Risk Management, Finance, Credit, Training, Portfolio Management, Management, Series 63, Hedge Funds, Mutual Funds, Time Management, Wealth Management, Banking, Sales, Financial Modeling, Alternative Investments, Process Improvement, Financial Services, Retirement, Equities, Financial Risk, Fixed Income, Analysis

Education
Saint Mary's University of Minnesota   2003 — 2005
Bachelors, Business & Marketing

Experience
AXA Advisors, LLC   July 2014 - Present
NickCo Hospitality Group, LLC  October 2012 - August 2014
El Alamo Buenos Aires   February 2012 - September 2012
Chez Spencer   May 2011 - December 2011
The Moss Room   August 2009 - December 2011

Skills
financial strategies, business succession..., wealth management, client education, insurance services

Education
San Francisco State University   2005 — 2011
BS, International Business

Experience
onefinestay  October 2013 - Present
AXA Advisors LLC  June 2012 - August 2012

Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Facebook, Windows, Social Networking, Economics, Data Analysis, Access, Market Research, Social Media Marketing, Marketing, Atlassian..., Accounting, Data Entry, Finance, Management, Public Relations, Photoshop

Education
Fort Lee high School

Montclair State University
BS, Business Administration; Finance

Experience
AXA Advisors, LLC   November 2013 - Present
Glendale Union High School District  July 2006 - June 2013
Congressman Dave Camp  May 2001 - July 2006

Skills
financial planning, financial strategies, financial services, investment planning, education planning..., retirement strategies, retirement services, insurance planning, insurance strategies, insurance services, annuity services, tax-defered investment..., tax-efficient investing..., pension distribution..., ira distribution..., 401(k) distribution..., client education, Teaching, Secondary Education, Educational Leadership, Curriculum Development, Curriculum Design, Administrative..., Organizational..., Highly motivated..., Team Leadership, Events Coordination, Campaign Management, Campaign Strategies, Public Policy, Work Ethic, Educational Technology

Education
Northern Arizona University   2010 — 2011
Masters, Educational Leadership and Administration with K-12 Principal Certification

Saginaw Valley State University   1997 — 2002
Bachelor of Arts (BA) Secondary Education, Economics, Political Science, History

Experience
The Bailey Group  August 2014 - Present
AXA Advisors, LLC   September 2012 - Present
MetLife  November 2011 - August 2012
NRS  December 2009 - November 2011
WealthBridge Advisors   February 2006 - December 2009
LPL Financial  2004 - 2006
Citi  2002 - 2004
Morgan Stanley  2001 - 2001
Fidelity Investments  1999 - 2001
Wells Fargo  1996 - 1999

Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...

Education
Sonoma State University   1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Petaluma High School   1990 — 1993

Experience
AXA Advisors, LLC   2008 - Present
AXA Advisors, LLC   2004 - 2008

Skills
Retirement Planning, Retirement, Financial Management..., Estate Planning, Management, Accountability, Microsoft Office, Retirement Savings, Financial Planners, Account Management, Mentoring, Team Building, Leadership Development, Microsoft Excel, Windows Vista, Mac OS, Strategic Hiring, Risk Tolerance, Asset Managment

Education
Stephen F. Austin State University   1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing

Experience
Rockland Financial Group   January 2014 - Present
Dergalis Associates   January 2013 - Present
AXA Advisors, LLC   June 2012 - Present
Karr Barth Associates Inc.   February 2011 - May 2012
State Farm Insurance  September 2010 - September 2011
Saint Joseph's University  October 2008 - July 2010

Skills
Marketing, Sales, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Public Speaking, Insurance Strategies, Life Insurance..., Health Insurance..., Disability Insurance..., Annuity Strategies, Employee Benefit...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
Bachelor of Science (BS), Finance and Risk Management

Archbishop Wood High School

Experience
L&K Trading   January 2010 - May 2014
AXA Advisors, LLC   January 2008 - March 2010

Skills
Accounting, Auditing, Tax Accounting, Tax Advisory, Financial Advisory, US GAAP, GAAS, Microsoft Office, PC, Market Research, Accounts Receivable, General Ledger, Accounts Payable

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2014 — 2015
Master's Degree, Accounting, 3.73

Sogang Graduate School of International Studies
Accounting, 4.375

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Psychology

Experience
AXA Advisors, LLC   January 2005 - Present
Greater Niagara Frontier Council, Boy Scouts of America  2011 - Present
Taste of Buffalo   2005 - Present
TL Cannon Management Corp  1994 - 2004
Chi-Chi's Mexican Restaurants  1983 - 1994

Skills
Wealth Management, Financial Planning, Investment Services, Retirement planning..., Risk management, Insurance planning, Tax-efficient investing..., Tax-deferred investment..., Wealth preservation..., Estate conservation..., 401(k) distribution..., IRA distribution..., Pension distribution..., Business succession..., Executive benefits..., Small Business, Team Building, Public Speaking, Client education, Long-term care planning...

Education
Paul Smith's College   1979 — 1980
AAS

Saint Joseph's Collegiate Institute   1974 — 1978

Experience
AXA Advisors, LLC   January 1995 - Present
AXA Advisors, LLC   March 1988 - December 1994
AXA Advisors, LLC   February 1984 - March 1988

Education
SUNY Oswego   1977 — 1979
Bachelor of Arts, Psychology / Business - Minor

Experience
AXA Advisors LLC  2010 - Present
Nexcore Capital   2008 - 2009
Union Fidelity Mortgage  2007 - 2008
Mutual BanCorp   2004 - 2007

Skills
Estate Planning..., Retirement Planning, Investment Strategies

Education
Palomar College
Associates, Business Management

San Diego City College

Experience
AXA Advisors, LLC   April 2014 - Present
Carestream Health, Inc.   May 2007 - August 2009
Eastman Kodak  June 1985 - April 2007
Taylor Instruments  June 1980 - June 1985

Skills
Product Management, Product Development, Process Improvement, Software Development, Analysis, Start-ups, Project Management, Technical Analysis, Leadership, Change Management, Engineering Management, Commercialization, Business Planning, Problem Solving, Program Management, Integration, Cross-functional Team..., R&D, Business Analysis, Business Strategy, Digital Imaging, Data Analysis, Process Engineering, Team Leadership, Business Intelligence, Engineering, Business Process..., Product Lifecycle..., Operational Excellence, Lean Manufacturing, Software Project..., SQL, Management, C#, Testing, Project Planning, Six Sigma, Competitive Analysis, Quality Assurance, Manufacturing, Product Marketing, Forecasting, Databases, Agile Methodologies, Software Documentation, Access, Executive Management, Requirements Analysis, Budgets, Mergers & Acquisitions

Education
Rochester Institute of Technology   1978 — 1980
Masters, Statistics

Rensselaer Polytechnic Institute   1971 — 1975
Bachelors, Chemical Engineering

Aquinas

Aquinas

Experience
Wilmington Trust  2010 - Present
University of Rochester  2009 - 2010
US Trust, Bank of America Private Wealth Management  2007 - 2009
Axa Advisors, LLC   2004 - 2007
ConAgra Foods  1985 - 2005
Farm Credit Services of America  1982 - 1985
Wells Fargo Financial  1981 - 1982

Skills
Financial Advisory, Creative Writing, Estate Planning, Financial Planning, Financial Management, Wealth Management, Investments, Employee Benefits, Strategic Financial..., Managerial Finance, Finance

Education
Saint Bonaventure University   1977 — 1981
B.S. Economics, Finance

Morris Catholic

Morris Catholic

Experience
ettain group  March 2013 - Present
Fathom Realty  December 2012 - March 2013
ZipRealty  January 2012 - December 2012
Sageworks, Inc.   October 2011 - January 2012
Norwegian Cruise Line  October 2010 - August 2011
NC Farm Bureau  August 2009 - October 2010
AXA-Advisors, LLC  December 2007 - August 2009
Trident Beverage, Inc   July 2005 - July 2007

Skills
Recruiting, Corporate Recruiting, Talent Acquisition, Cold Calling, Sales, Sales Presentations, Microsoft Office, Salesforce.com, GoToMeeting, Leadership, Negotiation, Marketing, CRM, Training, Management, Coaching, Sourcing, Account Management, Direct Sales, Customer Service, Hiring, Temporary Placement, Human Resources, Applicant Tracking..., Sales Management, Technical Recruiting, Talent Management, Process Improvement, Time Management, Internet Recruiting, Program Management, Business Analysis, SaaS, Interviews, Staffing Services, Temporary Staffing, College Recruiting, Contract Recruitment, Benefits Negotiation, Screening Resumes, Vendor Management, Staff Augmentation, Building Relationships, Networking, Permanent Placement, Screening, Business Development, Consulting, Onboarding, Executive Search

Education
North Carolina State University - College of Management   2002 — 2006
B.S., Business Management, Marketing Concentration

Experience
AXA Advisors, LLC   November 2012 - Present
Wells Fargo  January 2009 - June 2012
Wachovia Bank N.A.   June 2007 - January 2009
Wachovia Bank, N.A.   July 2005 - January 2007

Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Asset Allocation, Personal Financial..., Insurance, Finance, Series 63, Strategy, Leadership, Equities

Education
South Carolina State University
Bachelor of Science (B.S.), Marketing

Experience
MetLife  July 2013 - Present
The Carolinas Financial Network  July 2011 - July 2013
Data Driven Safety, Inc.   March 2010 - July 2011
AMERICAN GENERAL LIFE INSURANCE COMPANY  March 2008 - June 2009
GATEHILL FINANCIAL PLANNING, LLC   March 2007 - March 2008
MORGAN STANLEY SMITH BARNEY, INC   June 2004 - March 2007
FIRST CITIZENS BANK & TRUST COMPANY  January 2000 - January 2004
AXA ADVISORS, LLC   January 1994 - January 2000

Skills
Insurance, New Business Development, Fixed Annuities, Small Business, Executive Management, Finance, Sales, Life Insurance

Education
Queens University of Charlotte   1999 — 2000
Post Graduate Certificate, Personal Financial Planning

Purdue University   1978 — 1982
Bachelor of Science, Business Management

North Carolina Home State Insurance

Experience
COR Clearing LLC  November 2012 - Present
Morgan Stanley Wealth Management  March 2011 - November 2012
BPU Investment Management, Inc  April 2010 - October 2010
Grandview Group   July 2007 - December 2009
AXA Advisors, LLC   August 2000 - March 2007
The MONY Group  2003 - 2005
Pershing  March 1994 - August 2000
Pershing  September 1990 - August 2000
Pershing Div of BNY   June 1993 - March 1994
Pershing Div of BNY   December 1990 - June 1993

Education
Saint Peter's University   1992 — 1995
B.S., Business Management

Lake High School   1974 — 1978

Middlebranch Junior High

Saint Peter's College
B.S, Business Management

The Ohio State University

Experience
AXA Advisors LLC  January 1974 - Present

Skills
Estate Planning, Investments, 401k, Retirement Planning

Education
Pfeiffer University

Experience
AXA Advisors, LLC   March 2003 - Present
American Express Financial Advisors  August 2002 - March 2003

Skills
tax-efficient investing..., pension distribution..., insurance services, business succession..., annuity services, education planning...

Education
San Diego State University-California State University   1996 — 2000
BS, Business & Communication

Experience
Fitzroy Health LLC   July 2015 - Present
McKinsey & Company  June 2011 - July 2014
Huron Consulting Group  November 2009 - June 2011
Origin Digital  August 2009 - October 2009
Morgan Stanley  May 2008 - July 2008
AXA Advisors LLC  February 2008 - May 2008
Massey Knakal Realty Services  February 2007 - July 2007

Skills
Financial Modeling, Healthcare, Economics, Budgeting, Life Sciences, Project Management, Problem Structuring, Analysis, Budgets, Start-ups, Lifesciences, Business Strategy, Management, Leadership, Strategic Partnerships, Strategic Planning, Process Improvement, Strategy, Data Analysis, Management Consulting, Consulting, Finance, Financial Analysis

Education
INSEAD   2014 — 2015
Master of Business Administration (M.B.A.)

New York University   2005 — 2008
BA, Economics

Yarmouth High School   2001 — 2005
HS diploma

Experience
AXA Advisors, LLC   May 2011 - Present
Wells Fargo Advisors Financial Network  June 2010 - May 2011
Edward Jones  October 2009 - May 2010

Skills
Small Business..., Financial Needs Analysis, Generational Wealth..., Business Succession..., Strategic Asset..., Trusts and Estates, Charitable Giving..., Key Person Insurance, Long Term Care Insurance, Retirement Income..., Debt Reduction, Account Consolidation, Income Benefits in..., Life Insurance, Disability Insurance, Succession Planning, Retirement, Financial Services, Strategy, Business Strategy, Finance, Insurance

Education
North Carolina State University   2004 — 2006
Bachelor of Science (B.S.), American History (United States)

Providence Day School   1989 — 2002
High School Diploma

Virginia Tech

Experience
CoBiz Wealth Management   January 2012 - Present
AXA Advisors, LLC   October 2011 - January 2012
AXA Advisors, LLC   September 2006 - October 2011

Skills
Wealth Management, Retirement Planning, Financial Services, Strategic Financial..., Life, Accident & Health, Uniform Combined State..., Wealth, Investments, Financial Analysis, Estate Planning, Securities, Asset Allocation

Education
Regis University   2011 — 2013
Master of Business Administration

University of Denver - Daniels College of Business   2004 — 2008
Bachelor, Finance

Heritage High School

Investment Management Consultants Associate

Experience
Snyder's-Lance, Inc.   April 2015 - Present
Snyder's-Lance, Inc.   June 2013 - April 2015
AXA Advisors, LLC   August 2011 - April 2013
Universal Orlando CityWalk   June 2009 - July 2011
Delta Sigma Pi - Theta Sigma Chapter   May 2010 - December 2010
Citizen’s Bank of Florida  January 2010 - September 2010
CompUSA  January 2008 - May 2008
Circuit City  June 2005 - August 2007

Skills
Customer Service, Sales, Leadership, Finance, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Budgets, PowerPoint, Team Building, Outlook, Forecasting, Access, Microsoft Word, Investments, Time Management, Social Media Marketing, Accounting, Credit, Sales Management, Series 7, Strategic Financial..., Retirement Planning, Banking, Business Planning, Customer Satisfaction, Small Business, Management, Financial Reporting

Education
Rollins College - Crummer Graduate School of Business   2012 — 2015
Master of Business Administration (MBA), Finance, General

University of Central Florida   2007 — 2011
Bachelor of Science in Business Administration, Finance

Fort Myers High School   2003 — 2007
High School Degree, General Studies

Experience
Diversified Wealth Management  August 2010 - Present
Aspire Vending, LLC   June 2011 - Present
Aspire Insurance Consultants   May 2009 - Present
AXA Financial  2003 - July 2010
AXA Advisors, LLC   January 2005 - December 2009
community national bank  2001 - 2002
TCF Bank  September 2000 - January 2001
TCF  1999 - 2001
Wells Fargo Financial  June 1999 - July 2000
Norwest Financial  1999 - 2000

Skills
Wealth Management, Investments, Income distribution..., Advanced insurance..., Sophisticated...

Education
Saint John's University   1995 — 1999
BA, Management

Experience
SCP-ALON SACHMECHI   September 2010 - Present
Soufeh Capital Partners,(SCP)   August 2009 - Present
Viacom Inc  September 2008 - December 2008
AXA Advisors LLC  May 2008 - August 2008
Avant Capital Partners  February 2008 - April 2008
MBL Benefit Consulting (MetLife)   November 2006 - September 2007

Skills
Investments

Education
New York University
Bachelor of Arts, Economics; Economics and Hebrew and Judaic Studies

Tel Aviv University
Coursework, Economics/Judaic Studies

Experience
Sovran Self Storage  November 2010 - Present
Emerling Agency, LLC   January 2010 - Present
Buffalo Crushed Stone, Inc.   January 2007 - November 2010
AXA Advisors, LLC   January 2008 - December 2009
Oak Orchard Concrete   June 2003 - May 2007
IKON Office Solutions  November 1994 - May 2003
Forrestel Clothing Co. Div. Of Advantage Co   July 1988 - November 1994

Skills
Management, Leadership, Sales, Training, Investments, CRM, Sales Management, Retail, Finance, Strategic Planning, New Business Development, Purchasing, Insurance, Account Management, Strategic Financial..., Marketing, Business Strategy, Public Speaking, Recruiting

Education
State University of New York at Buffalo - School of Management   2001 — 2004
BS, Finance, Business Administration

Barker Central School   1973 — 1987

Experience
AXA Advisors, LLC   October 2008 - Present

Skills
Investment Strategies, Retirement Savings, Asset Management, Retirement Benefits, Employee Benefits, Group Benefits, Retirement Planning..., Wealth Management &...

Education
Otterbein College   2004 — 2008
Bachelor of Science (B.S.), Business Administration/Finance, Economics Minor

Bishop Watterson High School   2000 — 2004

Experience
AXA Advisors, LLC   January 2010 - Present
Rondeel Research Group   January 2009 - December 2009
NYU in Florence   August 2007 - December 2007
Syracuse University Project Advance  June 2007 - August 2007
United States Senate  January 2005 - June 2006

Skills
Investment Strategies, Financial Modeling, Marketing, Financial Analysis, Networking, Wealth Management, Microsoft Excel, Retirement Plan..., Risk Management, New Business Development, Equities, Portfolio Management

Education
New York University   2006 — 2009
BA, BA, Mathematics, Political Science

University of Pennsylvania - The Wharton School
RPS, Certificate in Retirement Planning

Experience
LPL Financial  July 2014 - Present
LPL Financial  December 2012 - June 2014
Independent Recruiting Consultant  October 2012 - December 2012
First Clearing , Affiliate of Wells Fargo  March 2011 - September 2012
AvidXchange, Inc.   April 2010 - February 2011
PSI Group  October 2009 - April 2010
Diversant  2009 - September 2009
TIAA-CREF  August 2007 - October 2008
AXA Advisors, LLC   December 2001 - August 2007
Aerotek  1996 - 2001

Skills
Wealth Management, Financial Advisory, Series 7, Financial Planning, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Services, Practice Management, Securities, Business Development, Account Management, Mutual Funds, Investments, New Business Development, Sales Process, Sales, Consulting, Strategy, Finance, Talent Acquisition, Program Management, Talent Management, Recruiting, CRM

Education
Queens University of Charlotte   2015 — 2016
Certified Financial Planner candidate, CFP

University of Michigan   1985 — 1989
BA, Economics

Lapeer East High

Experience
EY  January 2011 - Present
Peak Capital Corporation   April 2009 - January 2011
Third Millennium Ukraine Advisors, LLC   April 2008 - November 2008
Third Millennium Investment Advisors, LLC   January 2007 - April 2008
AXA Advisors, LLC   July 2005 - January 2007
Waste Management Inc  December 2000 - July 2005

Skills
Excel, Bloomberg, PowerPoint, Word, Office Management, Purchasing, Investments, Economics, Analysis, Equities, Financial Planning, Mutual Funds, Securities, Research, Asset Allocation, Investment Advisory, Investment Strategies, Customer Relations, Private Equity, Microsoft Office, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Strategic Financial..., Strategic Planning, Budgets, Finance, Accounting, Emerging Markets, Retirement Planning, Tax, Financial Planners, Risk Management, Capital Markets, Wealth Management, Financial Modeling, Hedge Funds, Equity Research, Estate Planning

Education
Regis University   2004 — 2005
MBA, Business Administration

University of Phoenix   2002 — 2003
BS, Business Management

Experience
AXA Advisors, LLC   May 2010 - Present
Towers Perrin  July 2008 - September 2009
Towers Perrin  June 2005 - September 2009
Towers Perrin  December 1996 - June 2005
JRC  1991 - 1993

Skills
Financial Strategy, Life Insurance, CPA - Certified Public..., Estate Tax Planning, Disability Insurance, Long Term Care Insurance, Analysis, Financial Modeling, Auditing, CPA, Investments, Risk Management, Due Diligence, Strategic Financial..., Internal Controls, Financial Advisory, Internal Audit, Accounts Receivable, Leadership, Finance, Financial Planners, Financial Analysis, Process Improvement, Strategy, Retirement, Strategic Planning, Wealth Management, Financial Planning, Financial Reporting, Accounting, Retirement Planning, Microsoft Excel, Credit, Fixed Annuities, Management, Sarbanes-Oxley Act

Education
Rutgers, The State University of New Jersey-New Brunswick   1982 — 1986
BS, Accounting

Rutgers, The State University of New Jersey-New Brunswick   1982 — 1986

Experience
Raymour & Flanigan  September 2012 - Present
Raymour & Flanigan  August 2010 - September 2012
Sears Holdings Corporation  March 2010 - August 2010
AXA Advisors, LLC   June 2009 - December 2009
Tweeter  April 2006 - December 2009
Tweeter  August 1996 - May 2006
Bryn Mawr Stereo / Tweeter   January 1994 - January 1996
Bryn Mawr Stereo & Video   May 1992 - December 1994
Hifi House  January 1990 - April 1992

Skills
Forecasting, Income Statement, New Business Development, Strategic Planning, Account Management, Pricing, Business Planning, Marketing, Negotiation, Direct Sales, Marketing Strategy, Leadership, Team Leadership, Product Marketing, Product Management

Education
Penn State University   1989 — 1993
BA, Liberal Arts and Sciences

Penn State University   1986 — 1988
AS, Business Administration

Experience
AXA Advisors, LLC   May 2011 - July 2011
SG Private Wealth Advisors, LLC   February 2011 - April 2011
Mercedes-Benz Auto Finance Ltd.   December 2009 - May 2010
Ministry of Agriculture of the People’s Republic of China   August 2009 - September 2009
China Everbright Bank  July 2009 - August 2009
China Machine-Building International Corporation (CMIC)   July 2007 - August 2007

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2011
Master, Finance

Beijing Foreign Studies University   2006 — 2010
Bachelor, Economics and Business

Beijing No.2 Middle School   2000 — 2006

Experience
AXA Advisors, LLC   2001 - Present

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Asset Management, Financial Services, Succession Planning, Business Planning, Business Planning...

Education
Morehouse College
BS Mathematics

University of Pennsylvania - The Wharton School
Retirement Planning Certification, Retirement Planning

Experience
Rochester Professional Consultant Network   December 2011 - Present
Angelo Planning Group, LLC / American Portfolios   December 2010 - Present
Winning Career Strategies   June 2009 - Present
The August Group  August 2003 - Present
AXA Advisors, LLC   August 2004 - December 2010
Standard Register  2003 - 2004
Cognex Corporation  2000 - 2003
Accu-Sort – – High-Speed Barcode Scanning and Sortation Systems   1997 - 2000
KOM Lanb Industrial Distribors   1984 - 1997
Digital Equipment Corporation  1981 - 1984

Skills
Planning, Team Building, Strategic Planning, Process Improvement, Customer Relations, Networking, Project Planning, Customer Service, Cross-functional Team..., Leadership, Team Leadership, Project Management, New Business Development, Competitive Analysis, Business Development, Program Management, Marketing, Account Management, Business Analysis, Sales, Product Development, Executive Coaching, Seminars, Public Speaking, Presentation Coaching, Lifestyle Coaching, Business Coaching, NLP, Personal Training, Business Strategy, Training, Selling, Interviews, Leadership Development, Coaching, Career Counseling, Business Process..., Small Business, Management, Entrepreneurship, Change Management, Business Planning, Contract Negotiation, Strategy, Management Consulting, CRM, Start-ups, Time Management, Finance, Resume Writing

Education
MBA Major in Finance @ RIT   1979 — 1980
MBA, Financial Management

BS EE @ RIT   1968 — 1973
BS, Electrical Engineering

Experience
AXA Advisors, LLC   June 2013 - Present
AXA Advisors  January 2012 - June 2013
Lacoste  September 2011 - December 2011

Skills
Wealth Management, Retirement Planning, Retirement, Investments, Series 63, Financial Planning, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Estate Planning, Asset Management, Financial Advisory

Education
New York University   2008 — 2012
Bachelor of Arts, Economics and Finance

Experience
AXA Advisors, LLC   December 2013 - Present
Ninth District PTA   July 2005 - June 2013
West Hills High School PTSA   September 2005 - June 2012
West Hills Little League   July 1999 - June 2008
Sycamore Canyon Elementary   July 2000 - June 2007
Printing Management Associates   January 1998 - January 1999
Moore Document Solutions  May 1992 - December 1997
NCR Corporation  February 1989 - April 1992

Skills
tax deferred investment..., education planning..., investment planning, retirement planning, financial needs analysis, pension distribution..., Leadership, Program Management, Public Relations, Management, Community Outreach, Strategic Planning, Volunteer Management, Leadership Development, Training, Marketing Communications, Social Media, Community Development, Entrepreneurship, Coaching, Strategic Communications, Marketing Strategy, Customer Service, Media Relations, Business Development, Microsoft Office, Teaching, Social Media Marketing, Social Networking, Business Planning, Fundraising

Education
San Diego State University-California State University   1984 — 1988
Bachelor of Science (B.S.), Business Administration - Marketing

Monta Vista High School   1980 — 1984

Experience
AXA Advisors, LLC   July 2013 - Present
Wayne Township Memorial First Aid Squad   May 2012 - May 2013
Alps Family Physicians   July 2011 - December 2011
Wayne Surgical Center   July 2011 - December 2011
Spectrum for Living  May 2011 - June 2011
Gamma Phi Beta Sorority  September 2008 - May 2009
Outreach360  March 2009 - March 2009
Family Dental Group  2006 - 2007

Skills
Customer Service, Event Planning, Management

Education
Public Safety Academy   2011 — 2011
EMT-B

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelor of Science, Applied Kinesiology

Experience
AXA Advisors, LLC   July 2004 - Present

Skills
Finance, Retirement Planning, 401k, Financial Analysis, Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Life Insurance, Strategy, Securities, Investment Advisory, Tax, Strategic Financial..., Retirement, Estate Planning, Financial Services

Education
North Carolina State University   1995 — 1999
BS, Accounting

Experience
AXA Advisors, LLC   July 2015 - Present
New York Jets  August 2013 - December 2013
Hudson Valley Bank  November 2011 - May 2012

Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Spanish, Teamwork, Microsoft Excel, Event Planning, Research

Education
Saint John's University - Peter J. Tobin College of Business   2012 — 2015
Bachelor's degree, Finance, General

Experience
RBC Wealth Management  September 2015 - Present
RBC Wealth Management  December 2013 - August 2015
Alpha Kappa Psi - Lambda Omicron Chapter   November 2013 - November 2014
AXA Advisors, LLC   March 2013 - May 2014
The Vitamin Shoppe, Inc.   June 2011 - January 2014

Education
North Carolina State University   2011 — 2015
B.S. Business Administration, Finance

Experience
AXA Advisors, LLC   January 2013 - Present
MML Investor Services / MassMutual   February 2012 - January 2013
Ecolab  May 2009 - February 2012

Education
Purdue University   2005 — 2009
Bachelor's Degree, Management - Finance & Marketing

Experience
Allied Wealth Partners  June 2015 - Present
AXA Advisors, LLC   May 2005 - June 2015

Skills
Insurance, Insurance Planning, Retirement Planning, Annuities, Investments, Wealth Management, 401k, Estate Planning, Financial Planning, Equities, Asset Management, Series 66, Series 7

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Economics

Parsippany Hills High School   1996 — 1999

Experience
Merrill Lynch  March 2014 - Present
AXA Advisors, LLC   March 2013 - August 2013
Edward Jones  June 2012 - March 2013

Skills
Accounting, Corporate Finance, Customer Service, Investments, Risk Management, Forecasting, Finance, Business Analysis, Valuation, Financial Analysis and..., Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Series 7, Series 66

Education
Saint Louis University   2009 — 2013
Bachelor of Science in Business Administration, Finance

Christian Brothers College High School   2005 — 2009

Experience
J.D. Power   April 2014 - Present
Korrelate   August 2012 - April 2014
FARO Technologies  May 2011 - August 2012
Spectrum Bridge, Inc.   January 2010 - May 2011
Ibis Financial Group   January 2009 - January 2010
Bright House Networks  January 2009 - May 2009
Kwikset  September 2008 - December 2008
Millward Brown  May 2008 - August 2008
Advertising Research Foundation  June 2007 - August 2007
AXA Advisors, LLC   May 2007 - August 2007

Skills
Advertising, Marketing, Marketing Strategy, Market Research, Strategy, Brand Management, Product Development, New Business Development, Project Management, Sales Management, SEO, Pragmatic Marketing..., CRM, Management, Marketing Research, Social Media, Competitive Analysis

Education
Rollins College - Crummer Graduate School of Business   2007 — 2009
MBA, Marketing, International Business

Rollins College   2004 — 2008
B.A., Psychology

Experience
A&A Engineered Solutions   March 2015 - Present
Spanish 55   April 2014 - Present
Grupo Visión Binacional S. de R. L.   March 2014 - Present
AXA Advisors, LLC   June 2012 - August 2014
AXA Advisors, LLC   January 2012 - May 2012
U.S. Bank   May 2009 - September 2009

Skills
Investments, Finance, Financial Analysis, Entrepreneurship, Start-ups, Leadership, Investment Strategies, Mutual Funds, Financial Markets, Public Speaking, Customer Service, Creative..., Securities, Credit Derivatives, Debt, Venture Capital, Technical Analysis, ETFs, Financial Services, Microsoft Office, Valuation, Corporate Finance, Portfolio Management, Management

Education
San Diego State University-California State University   2007 — 2011
The Bachelor of Science, Finance

Universidad Autónoma de Madrid   2010 — 2011
Bachelors, Finance

Experience
AXA Advisors, LLC   November 1997 - Present
Atlanta Business League  2012 - 2014
Eagle Group International  2001 - 2007
United States Marine Corps  June 1994 - June 1996

Skills
Retirement Planning, Business Planning, Personal Financial..., Estate Planning, Succession Planning, Business Exit Strategies, Wealth Management, Asset Protection, Charitable Gift Planning, Family Protection, Employee Benefits

Education
University of Pennsylvania - The Wharton School   2007 — 2008
Retirement Planning Certification

Naval Postgraduate School   1983 — 1985
MS, Information Systems

Pepperdine University, The George L. Graziadio School of Business and Management   1978 — 1980
MBA, Finance

North Carolina Agricultural and Technical State University   1974 — 1976
Dual BS, Finance & Economics

Experience
AXA Advisors, LLC   June 2008 - Present

Skills
Retirement Planning, Estate Planning, Investment Analysis, Life Insurance..., Long Term Care..., Disability Insurance..., Medicare Supplement...

Education
Penn State University   1965 — 1969
Bachelor of Science (B.S.), Marketing

Experience
Society of Prevention of Cruelty to Animals (SPCA) Tampa Bay   September 2009 - January 2011
CLP Resources  January 2008 - May 2008
Sembler Investments  January 2006 - December 2007
AXA Advisors, LLC   September 2004 - September 2005
Florida Holocaust Museum  November 2000 - April 2004

Education
USAF Weather Academy   1995 — 1995
Certificate, Meteorology

Radford University   1990 — 1994
B.A., Communications

University of Antwerp   1992 — 1993
Certificate, Global Studies Program

Experience
AXA Advisors LLC  June 2007 - Present
Moy-Fincher Medical Group   May 2005 - June 2007
Advanced Laser and Anti-aging Medical Center   July 2001 - May 2005
The Mastering Lab   March 1998 - July 2001
Pace Compumetrics   August 1995 - March 1998
Barab, Vaughn & Kline, Attorneys   February 1993 - August 1995
Andrew Corporation  November 1986 - January 1993

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Windows Outlook, PowerPoint, Project Coordination, Licensing, Purchasing, Materials Management, Executive Calendar..., Travel Arrangements, Business Correspondence, Record Keeping, Expense Reports, Accounting

Education
San Diego City College
Associate of Arts (A.A.), Business and Purchasing/Materials Management, B+

Experience
AXA Advisors, LLC   November 2014 - Present
AXA  October 2012 - November 2014
AXA Advisors  February 2010 - October 2012
AXA Advisors  January 1996 - March 2010
AXA Advisors  October 1989 - January 1996

Skills
Retirement Planning, Insurance, Investments, Fixed Annuities, Life Insurance, Strategy, Finance, Mergers, Strategic Planning, Wealth Management, Sales

Education
Roosevelt University   1985 — 1989
BS, Finance, Financial Planning

Experience
Dayton and Sydney Wealth Strategies Group, LLC AXA Advisors, LLC   March 1983 - Present
AXA Advisors, LLC   March 1983 - Present

Skills
Succession Planning, Retirement Planning..., Employee Benefits..., Estate Planning..., Money Management..., Life Insurance Programs

Education
Northeastern University   1979 — 1982
Bachelor's degree, Business Administration and Management, General

Suffolk Community   1977 — 1979
Associates, Business

The American College
Chartered Financial Consultant®, The Chartered Life Underwriter®

Experience
Cisco  May 2014 - September 2015
AXA Advisors, LLC   February 2013 - March 2014
VALIC  September 2011 - February 2013
Morgan Stanley Smith Barney  September 2010 - August 2011
Small Business & Technology Development Center  June 2009 - November 2009
North Carolina State University  July 2008 - June 2009
Duke University  January 1999 - October 2008

Skills
Investments, Strategic Financial..., Data Analysis, Start-ups, Leadership, Market Analysis, Financial Analysis, Business Development, Analysis, Entrepreneurship, Business Planning, Strategic Planning, Process Improvement, CRM, Business Analysis, Finance, Wealth, Marketing Strategy, Sales, Direct Sales, biomedical research, Strategic Marketing..., Guerilla Marketing

Education
North Carolina State University - College of Management   2006 — 2009
Master of Business Administration (MBA), BioScience Mgt * Technology Entrepreneurship & Commercialization (TEC)

North Carolina State University
Bachelor of Science (BS), Biological Sciences

Experience
Professional Economic Growth Group  July 2010 - Present
AXA Advisors, LLC   January 2003 - July 2010
Enterprise Rent-A-Car  May 1993 - May 2002

Education
Seton Hall University   1988 — 1992
BS Marketing, Minor in Psychology

Bound Brook High School   1984 — 1988

Experience
Keystone Financial Group  January 2015 - Present
AXA Advisors, LLC   February 2001 - January 2015

Education
Temple University

Experience
AXA Advisors, LLC   May 2014 - Present
Southern Wine & Spirits  October 2009 - June 2015
Kremer & Associates, Inc.   May 2006 - April 2009
Willow Restaurant  May 2003 - December 2005
Federated Investors  November 1994 - April 2002

Skills
Marketing Communications, Account Management, Customer Service, Sales Management, Team Building, Social Media, Marketing Strategy, Advertising, Strategic Planning, Training, Budgets, Direct Sales, Coaching, Sales, New Business Development, Marketing, Leadership, Change Management, Public Speaking, Inventory Management, Sales Process, Management, Project Management, Nonprofits, Event Planning

Education
Ohio University   1986 — 1990
BS in Journalism, Advertising, Marketing

Experience
Sound Wealth Financial Group   January 2015 - Present
Sentinel Solutions  June 2012 - December 2014
AXA Advisors LLC.  January 2002 - June 2012
New Jersey Cardinals  2000 - 2000

Skills
Retirement Planning, Series 7, Fixed Annuities, Securities, Investments, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Mutual Funds, Retirement, Investment Advisory, IRAs, Insurance, Series 66, Mentoring, Personal Finance, Financial Services, Wealth, Wealth Management..., Asset Management, Financial Planners, Finance

Education
New York Law School   2001 — 2003

Seton Hall University   1997 — 2001
BSB, Sports Management with a backing in Criminal Justice and Legal Studies

Dwight Englewood

UMASS

Experience
Diversified Wealth Management  April 2014 - Present
AXA Advisors, LLC   April 2006 - April 2014
JRA Financial Advisors  March 2004 - July 2006
CliftonLarsonAllen LLP  1999 - 2004

Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation

Education
Saint Cloud State University - G.R. Herberger College of Business   1997 — 2001
B.S., Economic Business, Economics

St. Cloud State University   1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business

Experience
Midwest Family Mutual Ins. Co.   April 2010 - Present
Visual Marketing Inc.   August 2005 - April 2010
Arthritis Foundation - Greater Chicago Chapter   April 2008 - January 2009
Arthritis Foundation - Greater Chicago Chapter   April 2007 - January 2008
AXA Advisors, LLC   June 2004 - April 2005

Education
North Park University   2008 — 2009
Certificate in Fundraising Management

University of Wisconsin-La Crosse   2000 — 2005
Bachelor of Science

Experience
AXA Advisors, LLC   January 2015 - Present
AXA Advisors  January 1992 - Present

Skills
Asset Allocation, Investment Strategies, Wealth Management, Team Building, Leadership, Licensing, Networking, Recruitment, Training, Developing Sales..., Strategic Programs, Business Builder, Retirement Planning, Wealth Accumulation, Wealth Protection, Wealth Distribution..., life insurance needs..., key man insurance, business succession...

Education
State University of New York College at Cortland
Bachelor's Degree, Economics

Experience
AXA ADVISORS, LLC   June 2004 - Present
AXA ADVISORS, LLC   May 2002 - June 2004
AXA ADVISORS, LLC   February 2001 - May 2002
AXA ADVISORS, LLC   June 2000 - February 2001
AXA ADVISORS, LLC   November 1999 - May 2000

Skills
Securities, Mutual Funds, Insurance, Insurance Licensing, Public Speaking, File Management, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Series 7, Series 66, Series 63, Series 24, NIPR, Sircon, SBS Connect, Travel Arrangements, FINRA

Education
Southern Illinois University   1993 — 1997

Southern Illinois University, Carbondale   1993 — 1997
BA, Paralegal Studies

Experience
Merrill Lynch  2008 - Present
Merrill Lynch  March 2006 - June 2008
The American College  March 2005 - November 2005
AXA Advisors, LLC   January 1991 - March 2005
Citizens Investment Services Corp   2003 - 2005
AXA Equitable  1991 - 2003
AXA Equitable  1991 - 2003
Progress Bank  1983 - 1991

Skills
Program Management, Series 63, Finance, Project Management, Portfolio Management, Equities, Wealth Management, Mutual Funds, Retirement Planning, Investment Banking, Fixed Income, Securities, Business Development, Financial Advisory, Financial Analysis, Capital Markets, Investments, Asset Allocation, Series 7, Strategic Financial..., FINRA, Relationship Management, Financial Modeling, Marketing, Leadership, Uniform Combined State..., Financial Services, Estate Planning, Financial Planning

Education
University of Maryland College Park   1978 — 1981
BS, Marketing

Temple University
MBA, Finance

Upper Dublin

Upper Dublin

Upper Dublin

Upper Dublin

Experience
AXA Advisors, LLC   February 2008 - Present

Skills
Investments, Insurance, Retirement Planning, Business Analysis, Finance, Management, Strategic Financial...

Education
University of Kentucky   2000 — 2002
MBA, Business

State University of New York at Buffalo - School of Management   1991 — 1997
BS, Business

University at Buffalo   1991 — 1997
BS, Business

Experience
AXA Advisors, LLC   October 2011 - July 2013
AXA Advisors, LLC   October 2002 - August 2011
AXA Advisors, LLC   July 2001 - September 2002

Skills
Leadership, Strategic Financial..., Sales Management, Wealth Management..., Leadership Development, Coaching, Wealth Preservation..., Entrepreneurship..., Marketing Strategy, Mentoring

Education
Sacred Heart University   1992 — 1997
Bachelor's degree

Experience
AXA Advisors, LLC   December 2009 - Present

Education
Penn State University   2005 — 2009
Finance, Economics

University of Pennsylvania - The Wharton School
Retirement Planning

Experience
Fairfield County Real Estate  January 2013 - Present
AXA Advisors, LLC   September 2008 - Present
Victoria's Secret  November 2009 - May 2010

Education
Saint Joseph's University   2002 — 2006
BS, Interdisciplinary Health Services

Experience
AXA Advisors, LLC   1994 - Present

Education
Siena College
Bachelor's Degree, Accounting

The Catholic University of America
Master's Degree, Financial Management

Experience
AXA Advisors, LLC   2013 - Present
Kepler Capital Markets  2003 - 2008

Skills
Retirement Planning, Estate Planning, Education Funding, Business and Succession..., Key Man Insurance, Financial Planning, Financial Needs Analysis

Education
State University of New York College at Cortland   1987 — 1992
Bachelor of Science, Economics and Management Science

Archbishop Molloy High School   1983 — 1987