AXA Advisors, LLC

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AXA Advisors, LLC Employees

Employee
Years
Job
Industry
Brett Sullivan Brett Sullivan Greater Minneapolis-St. Paul Area Details
Brett Sullivan's AXA Advisors, LLC Experience August 2010 - February 2011
Job Business Analyst II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   August 2012 - February 2015
Ameriprise Financial Services, Inc.   May 2011 - September 2012
AXA Advisors, LLC   August 2010 - February 2011

Skills
Microsoft Excel, Account Reconciliation, Access, Monarch Pro, Project Management, Project Coordination, Analysis, Accounting, Mutual Funds, Portfolio Management, PowerPoint

Education
University of Minnesota - Carlson School of Management   2013 — 2016
Master of Business Administration (M.B.A.), Finance

University of Wisconsin-Madison   2006 — 2010
BS, Economics

Shaun Hayes Shaun Hayes Dallas/Fort Worth Area Details
Shaun Hayes's AXA Advisors, LLC Experience August 2005 - February 2012
Job Shaun Hayes
Industry Financial Services
Experience
N/A  February 2012 - Present
AXA Advisors LLC  August 2005 - February 2012
Hayes Landscape Services   May 1994 - March 2005

Education
Texas Christian University   2001 — 2005
BBA, Finance and Entrepreneurial Management

Texas Christian University - M.J. Neeley School of Business   2001 — 2005
BBA, Entrepreneurial Management, Finance

Dave Weeks, CFP® Dave Weeks, CFP® Naperville, Illinois Details
Dave Weeks, CFP®'s AXA Advisors, LLC Experience 1993 - Present
Job CERTIFIED FINANCIAL PLANNER™ helping individuals prepare for and transition to retirement with 20 plus years experience
Industry Financial Services
Experience
Weeks Financial Group   1993 - Present
AXA Advisors, LLC   1993 - Present
Naperville Elderly Housing   2006 - Present
Naperville School District 203  2009 - June 2013
Young Life  2002 - 2010
Assembly of God churches   1974 - 1992

Skills
Retirement Planning, Estate Planning, Investment Strategies, Business Succession..., Charitable Giving..., Non-Qualified Deferred..., Tax Efficient Planning, Legacy Planning

Education
Wheaton College   1972 — 1974
BA, Biblical Studies

University of Illinois   1969 — 1971
Music - Violin and Symphony Conductor

Naperville Central High School   1966 — 1969

Charles Allen, CLU Charles Allen, CLU Charlotte, North Carolina Area Details
Charles Allen, CLU's AXA Advisors, LLC Experience 1978 - Present
Job Financial Professional at Axa Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   1978 - Present

Skills
Financial Services, Retirement Planning, Financial Reporting, Long Term Care Solutions, Annuity Planning, Disability Insurance...

Education
University of North Carolina Charlotte   1971 — 1973
B. A.

The American College
Chartered Life Underwriter

Theresa Hall, CFP®, AIFA® Theresa Hall, CFP®, AIFA® Bismarck, North Dakota Area Details
Theresa Hall, CFP®, AIFA®'s AXA Advisors, LLC Experience 1997 - 2002
Job Financial Advisor at Eide Bailly Financial Svc
Industry Financial Services
Experience
Eide Bailly Financial Services, LLC   2002 - Present
AXA Advisors LLC  1997 - 2002
Mor-Gran-Sou Electric Cooperative   1994 - 1997
Carrington EDC   1991 - 1994

Skills
Investments, Financial Advisory, Investment Advisory, Retirement Planning, Financial Services, Finance, Securities, 401k, Nonprofits, Estate Planning, Retirement, Financial Planners, Strategic Financial..., Personal Finance, Tax, Insurance, Strategic Planning, Asset Management, Small Business, Business Planning, Business Management

Education
The University of North Dakota   1980 — 1982
BSBA, Marketing & Psychology

University of Mary   1978 — 1980
Music, Education

Bridget Boryca Bridget Boryca Greater Chicago Area Details
Bridget Boryca's AXA Advisors, LLC Experience May 2011 - August 2011
Job Investor Services Associate at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC  March 2014 - Present
INTL FCStone Inc.  May 2012 - March 2014
Nations Financial Group, Inc   August 2011 - May 2012
AXA Advisors LLC  May 2011 - August 2011
Gamma Phi Beta Sorority  December 2009 - December 2010

Skills
Finance, Bloomberg, Spanish, PowerPoint, Customer Service, Communication, Market Research, Entrepreneurship, Accounts Payable, Sales, Investments, Financial Modeling, Financial Analysis, Morningstar, Microsoft Office, Research, Microsoft Excel, Accounting, Analysis, Data Analysis, Budgets

Education
University of Iowa   2008 — 2012
Bachelor of Business Administration, Finance

University of Iowa - Henry B. Tippie College of Business   2008 — 2012
B.B.A, Finance

Harvey N Black III Harvey N Black III Boca Raton, Florida Details
Harvey N Black III's AXA Advisors, LLC Experience May 2015 - Present
Job Investment Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC   May 2015 - Present
John Hancock Financial Network  January 2014 - May 2015
Standard Chartered Bank  October 2009 - August 2011
Forum Asset Management   May 2007 - June 2009
Black Capital Partners   February 2005 - June 2007
Lehman Brothers Inc  July 2002 - March 2005
Bank of America  March 2000 - March 2002
Lehman Bothers   May 1996 - March 2000
ING Barings  April 1993 - April 1996
Salomon Brothers Inc  July 1986 - April 1993

Education
University of Southern California - Marshall School of Business   1984 — 1986
MBA, Finance

Tufts University   1978 — 1982
BA, Economics

The Branson School   1974 — 1978

Peter Brauch Peter Brauch Greater San Diego Area Details
Peter Brauch's AXA Advisors, LLC Experience May 2014 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   May 2014 - Present

Skills
Financial Strategies, Wealth Management, Investment Planning, Risk Management, Tax Efficient Investing..., Retirement Planning

Education
University of New Hampshire - Whittemore School of Business and Economics   1997 — 2001
Bachelor's Degree, Financial and Managerial Economics

University of Phoenix
Master's Degree, Secondary Education and Teaching

Jenna Cuilla Jenna Cuilla Albany, New York Area Details
Jenna Cuilla's AXA Advisors, LLC Experience December 2005 - August 2007
Job Donor Relations Manager at The Community Foundation for the Greater Capital Region
Industry Nonprofit Organization Management
Experience
The Community Foundation for the Greater Capital Region   March 2010 - Present
The Sage Colleges  August 2007 - March 2010
AXA Advisors, LLC   December 2005 - August 2007

Skills
Fundraising, Marketing, Annual Giving, Nonprofits, Volunteer Management, Philanthropy, Stewardship, Grant Writing, Prospect Research, Board Development

Education
The Sage Colleges-Sage Graduate School   2007 — 2009
Master of Science (MS), Organization Management

The Sage Colleges - Russell Sage College   2002 — 2005
Bachelor of Arts (B.A.), Communications

Carmen Ye Carmen Ye Irvine, California Details
Carmen Ye's AXA Advisors, LLC Experience March 2010 - June 2010
Job Staff Accountant
Industry Accounting
Experience
Mark Chen Accountancy Corporation   October 2012 - Present
EBH Financial   April 2012 - September 2012
AXA Advisors, LLC   March 2010 - June 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Microsoft Office, Time Management, Teamwork, Accounting

Education
University of California, Irvine   2008 — 2012
Bachelor of Arts, Business Economics

Eric Saari, CFA Eric Saari, CFA Greater New York City Area Details
Eric Saari, CFA's AXA Advisors, LLC Experience June 2013 - September 2015
Job Investment Management Professional
Industry Financial Services
Experience
AXA Advisors, LLC   June 2013 - September 2015
TIAA-CREF  2007 - 2011
TIAA-CREF  2006 - 2007
TIAA-CREF  1997 - 2006
TIAA-CREF  1995 - 1997
TIAA-CREF  1988 - 1995
NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS  1985 - 1987
Heritage Bank, NA  1983 - 1985

Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS   1986 — 1988
M.B.A, Finance

University of Massachusetts, Amherst   1979 — 1983
B.B.A, Finance

David L. Downs, CFP CASL RICP ChFC CLU David L. Downs, CFP CASL RICP ChFC CLU Dallas/Fort Worth Area Details
David L. Downs, CFP CASL RICP ChFC CLU's AXA Advisors, LLC Experience October 1997 - Present
Job Retirement Planning Specialist & Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC   October 1997 - Present

Skills
Estate Planning, Retirement Planning, Strategic Financial..., Financial Planners, Wealth Management, 401k Rollovers, Risk Management, Investment Advisory..., College Education..., Wealth Preservation..., Tax Efficiency, Wealth Accumulation, Investment Advisory, Financial Education, Employee Benefits, Financial Services, Tax Deferred Exchanges

Education
University of Illinois at Chicago   1994 — 1997
BS, Finance

Stephen Kurka Stephen Kurka Oak Brook, Illinois Details
Stephen Kurka's AXA Advisors, LLC Experience 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   2011 - Present
AXA Advisors, LLC   August 2009 - Present
Golf Enterprise Inc.   May 1991 - March 2007

Education
University of Illinois at Chicago   1981 — 1983
Bachelor, Business

Stephen Poulton Stephen Poulton Charlotte, North Carolina Details
Stephen Poulton's AXA Advisors, LLC Experience January 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   January 2011 - Present

Skills
Finance, Retirement Planning, Retirement Benefits..., Wealth Management, Financial Analysis, Investments, Financial Planning

Education
University of North Carolina at Chapel Hill   2006 — 2010
Bachelor of Arts (BA), Business Management

Charlotte Christian School   1998 — 2006

Douglas Allen Douglas Allen Asheboro, North Carolina Details
Douglas Allen's AXA Advisors, LLC Experience January 2011 - August 2013
Job Account Executive at HPB Insurance Group
Industry Insurance
Experience
HPB Insurance Group   October 2013 - Present
AXA Advisors, LLC   January 2011 - August 2013
J.H. Allen, Inc.   May 1986 - December 2010
Southeast Toyota Distributors  1984 - 1986
International Harvester Credit Corporation   June 1982 - 1984

Skills
Property & Casualty..., Estate Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Accumulation, Key Person Insurance, Wealth Management..., Financial Needs Analysis, Business succession..., Buy-Sell Agreement..., Retirement Planning..., Retirement Planning, New Business Development, Finance, Insurance, Retirement, Contract Negotiation, Customer Service, Sales, Fixed Annuities

Education
UNC Charlotte   1984 — 1986
Master of Business Administration (M.B.A.), Finance and Economics, 3.55 gpa

Daniel McMahon Daniel McMahon Carlsbad, California Details
Daniel McMahon's AXA Advisors, LLC Experience July 2013 - January 2015
Job Financial Planner at ICM Private Client Group, Inc.
Industry Financial Services
Experience
ICM Private Client Group, Inc.   January 2015 - Present
SagePoint Financial  January 2015 - Present
AXA Advisors, LLC   July 2013 - January 2015
Islands Restaurants  April 2006 - December 2013

Skills
Retirement Planning, Business Planning..., Education Planning..., Finance, Investments, Strategy, Customer Service, Financial Services, Financial Planning

Education
University of California, San Diego   2009 — 2011
Bachelor of Science (BS), Management Science

Gary A Wood, CPA Gary A Wood, CPA Greater Detroit Area Details
Gary A Wood, CPA's AXA Advisors, LLC Experience 2006 - 2009
Job Tax & Wealth Management Advisor
Industry Financial Services
Experience
HD Vest Investment Services SM  October 2012 - Present
Wood & Associates Tax and Wealth Management LLC   January 2009 - Present
Cambridge Investment Research, Inc.   January 2009 - September 2012
AXA Advisors, LLC   2006 - 2009
The Grillo Companies   2001 - 2006
First American Title Insurance Company  1982 - 2001
Hunters Creek Homes, Inc.   1989 - 1994
Deloitte & Touche  1979 - 1982

Skills
Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial..., Wealth Accumulation..., Investments, Creative Problem Solving, College Savings Plans, Helping Clients, Building Relationships, CPA, Retirement Planning, Comprehensive Financial..., Estate and Trust..., Portfolio Assessment, Wealth Preservation, Wealth Succession, Fixed and Variable...

Education
University of Michigan-Dearborn   1974 — 1978
BBA, Accounting & Finance

Andrew Hauch Andrew Hauch Houston, Texas Details
Andrew Hauch's AXA Advisors, LLC Experience July 2012 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   July 2012 - Present

Education
University of Houston   2010 — 2011
Master of Science (M.S.), Finance

Texas A&M University   2007 — 2009
Master of Science (M.S.), Kinesiology

Texas A&M University   2002 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science

James P. Mellin, ChFC, CLU James P. Mellin, ChFC, CLU New York, New York Details
James P. Mellin, ChFC, CLU's AXA Advisors, LLC Experience July 2003 - September 2014
Job Chief Sales Officer at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors  September 2014 - Present
AXA Advisors, LLC   July 2003 - September 2014
AXA Advisors, LLC   January 2000 - July 2003
AXA Advisors, LLC   1992 - 2000
AXA Advisors, LLC   1988 - 1992

Education
University of Michigan   1984 — 1988
Bachelors, Psychology

Amy Vo Amy Vo Costa Mesa, California Details
Amy Vo's AXA Advisors, LLC Experience April 2012 - June 2012
Job Accounting & Operations Intern at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management  July 2012 - January 2013
Harvey & Company LLC  July 2012 - August 2012
Student Managed Investment Fund at UC Irvine   May 2012 - July 2012
AXA Advisors, LLC   April 2012 - June 2012
Care West Insurance Risk Management   June 2009 - September 2010
Fountain Valley Regional Hospital  July 2009 - March 2010
Bridges Club   September 2007 - June 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Mac OS X, Outlook, Adobe Acrobat, Financial Analysis

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (B.A.), Economics

Newport Harbor High School   2006 — 2010
High School Diploma

Leonard R. Sanchez, CPA, PFS Leonard R. Sanchez, CPA, PFS Albuquerque, New Mexico Details
Leonard R. Sanchez, CPA, PFS's AXA Advisors, LLC Experience November 2009 - December 2012
Job Financial Consultant at Southwest Wealth Strategies,LLC
Industry Financial Services
Experience
Hispano Philanthropic Society (United Way of Central New Mexico)   November 2011 - Present
Leonard R. Sanchez, P.A.   January 2009 - Present
AXA Advisors, LLC   November 2009 - December 2012
Neff & Ricci, LLC; and Moss Adams LLP   December 1993 - December 2008
University of New Mexico Lobo Club   July 1996 - June 1997
The Albuquerque Hispano Chamber of Commerce  January 1988 - December 1989

Skills
Tax, Investments, Finance, Retirement Planning, Insurance, Internal Controls, Financial Analysis, GAAP, Financial Reporting, Life Insurance, Estate Planning, Income Tax, CPA, Strategic Financial..., Investment Advisory, Fixed Annuities, SEC filings, Securities, Small Business, Corporate Tax, Financial Services, Tax Preparation, Mergers & Acquisitions, Accounting

Education
The University of New Mexico   1965 — 1968
Bachelor of Business Administration (BBA), Accounting

Christopher Robert Christopher Robert Louisville, Kentucky Details
Christopher Robert'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
New York Life Insurance Company  September 2013 - November 2014

Skills
Estate Planning, Retirement, 401k Rollovers, Licensed Life & Health..., Retirement Planning, Insurance, Annuity Sales, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Wealth Preservation...

Education
University of Louisville   2009 — 2012
Juris Doctor

University of Florida   2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics

John D. Richardson, RICP® John D. Richardson, RICP® Greater Nashville Area Details
John D. Richardson, RICP®'s AXA Advisors, LLC Experience February 2005 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   February 2005 - Present
National Association of Insurance and Financial Advisors (NAIFA)   May 2006 - September 2015
Metro Nashville (Davidson County) Election Commission   February 2002 - September 2015
The Lampo Group (Dave Ramsey)   January 2003 - January 2005
John Hancock Life Insurance Company (U.S.A.)   January 2002 - December 2002
Thomas Nelson Publishers  May 1997 - August 2001

Skills
401k Rollover Assistance, Maximization of Social..., Guaranteed Lifetime..., Family Protection..., Investment Planning, Self-Employed Business..., Retirement Income..., Public Speaking, Financial Planning, Long Term Care Planning, Investment...

Education
The American College   2013 — 2015
Retirement Income Certified Professional (RICP) designation, Retirement Income Planning

University of Tennessee-Knoxville   1996 — 2001
BA, Political Science

Hume-Fogg Academic Magnet High School   1992 — 1996

Jason Kutner Jason Kutner Greater New York City Area Details
Jason Kutner's AXA Advisors, LLC Experience July 2010 - July 2011
Job Private Client Banker at J.P.Morgan Chase Bank
Industry Financial Services
Experience
J.P.Morgan Chase Bank   October 2012 - Present
J.P.Morgan Chase Bank   August 2011 - September 2012
AXA Advisors, LLC   July 2010 - July 2011
Biskup, Lewin & Bravo, CPA's   June 2009 - August 2009
Merrill Lynch  June 2008 - August 2008

Education
University of Maryland - Robert H. Smith School of Business   2006 — 2010
Bachelor of Science, Accounting, 3.7GPA

University of Sydney

Brian Smocovich Brian Smocovich Greater New York City Area Details
Brian Smocovich's AXA Advisors, LLC Experience June 2013 - September 2014
Job Business Analyst at Kurt Salmon NA
Industry Management Consulting
Experience
Kurt Salmon  January 2015 - Present
Kurt Salmon  September 2014 - Present
AXA Advisors LLC  June 2013 - September 2014
University of Delaware  January 2013 - February 2013
New York Internet Company   June 2012 - August 2012
Theta Chi Fraternity  November 2010 - November 2011
Sentinel Brokers Company   May 2011 - August 2011

Skills
Public Speaking, Leadership, Strategic Planning, IT Strategy, Management Consulting, Negotiation, Budgets, Sales, Project Management, Leadership Development, Spanish, Knowledge Management, Integrated Planning, ITIL Certified, Management, Research, PowerPoint

Education
University of Delaware   2009 — 2013
Bachelor of Science (B.S.) Honors Magna Cum Laude, International Business, Management, Spanish Studies, 3.8

Universidad de Granada   2012 — 2012
Spanish Language and Literature

Massapequa High School   2006 — 2009
4.2

Tom Wyrick Tom Wyrick Greater Memphis Area Details
Tom Wyrick's AXA Advisors, LLC Experience February 2003 - February 2004
Job Financial Advisor at FedEx Express
Industry Package/Freight Delivery
Experience
FedEx Express - Express Financial Planning   February 2006 - Present
Wal-Mart Logistics  May 2005 - September 2005
AXA Advisors, LLC   February 2003 - February 2004
Hammer's Dry Goods LLC   September 1996 - February 2003

Skills
Essbase, Financial Analysis, Strategic Financial..., Financial Modeling, Variance Analysis, Forecasting, Cost Benefit, Process Improvement, Finance, Business Planning, Budget, Strategic Planning, Project Planning

Education
The University of Tennessee
Master, Business Administration; Logistics and Finance, 3.75

The University of Tennessee at Chattanooga   1994 — 1995
Bachelor's of Science, Political Science and Government, 3.8

Transylvania University   1989 — 1994
Political Science and Government, 3.8

David R. Kallman David R. Kallman Greater Chicago Area Details
David R. Kallman's AXA Advisors, LLC Experience June 1974 - Present
Job Partner at Business Strategies Group of Illinois, a division of AXA Advisors, LLC
Industry Financial Services
Experience
Business Strategies Group of Illinois, a division of AXA Advisors, LLC   October 2011 - Present
AXA Advisors, LLC   June 1974 - Present

Skills
Estate Planning, Retirement Planning

Education
University of Illinois
B.S. - Finance

Hunter Marshall, CFP® Hunter Marshall, CFP® Raleigh-Durham, North Carolina Area Details
Hunter Marshall, CFP®'s AXA Advisors, LLC Experience August 2004 - November 2005
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC  April 2015 - Present
PNC  April 2013 - April 2015
Merrill Lynch  October 2011 - April 2013
Morgan Stanley Smith Barney  November 2009 - October 2011
Cook Wealth Management Group   November 2007 - October 2009
BB&T  December 2005 - November 2007
AXA Advisors, LLC   August 2004 - November 2005
Denver Church of Christ  July 1999 - July 2004

Education
University of Colorado Denver   1995 — 1998
Bachelor of Science, Mechanical Engineering

Frederic Gamet Frederic Gamet Greater New York City Area Details
Frederic Gamet's AXA Advisors, LLC Experience October 2001 - Present
Job .Financial Consultant
Industry Financial Services
Experience
AXA Advisors LLC  October 2001 - Present
AXA Financial  March 2000 - October 2001
Banque Worms   January 1982 - February 2000

Education
Université Paris Dauphine   1980 — 1981
Master, Financial Markets

Université Hassan II, Casablanca, Maroc
License en Sciences Economiques

American College

American College, Bryn Mawr, PA
Chartered Life Underwriter (2011), Chartered Financial Consultant (2007)

Lycee Lyautey, Casablanca, Maroc
Baccalaureat Section Sciences Eco.

Michelle Curry, CFP®, ChFC Michelle Curry, CFP®, ChFC Greater Los Angeles Area Details
Michelle Curry, CFP®, ChFC's AXA Advisors, LLC Experience March 2008 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
Burnham Gibson Financial Group  June 2014 - Present
AXA Advisors, LLC   March 2008 - Present
Retirement Benefits Consulting   February 2007 - February 2008

Skills
Financial Planning, Retirement Planning, Wealth Management, Life Insurance Reviews, Estate Planning..., Disability Income..., Corporate Benefits, Financial Education, Funding Buy-Sell..., Business Succession..., Key Person Insurance..., Planning for Business..., Intergenerational..., 401k Plan..., Seminar Presentations

Education
University of Pennsylvania - The Wharton School
Executive Education, Retirement Planning Program

University of California, Davis   2000 — 2004
B.S., Human Development, Minor Communications

Louisville High School

Kevin Tang, CFP® Kevin Tang, CFP® Honolulu, Hawaii Details
Kevin Tang, CFP®'s AXA Advisors, LLC Experience December 2005 - November 2010
Job LPL Financial Advisor at Anton Financial
Industry Financial Services
Experience
Anton Financial / LPL Financial   February 2015 - Present
Wealth Managing Partners, Inc. / VSR Financial Services, Inc.   February 2014 - February 2015
Nexus Trusted Advisors / VSR Financial Services, Inc.   November 2010 - February 2014
AXA Advisors, LLC   December 2005 - November 2010

Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Retirement, Financial Advisory, Mutual Funds, Alternative Investments, Fixed Annuities, IRAs, Financial Planners, Estate Planning, Strategic Financial..., Disability Insurance, Pensions, Long-term Care, Financial Planning

Education
University of Hawaii at Manoa   2001 — 2005
Bachelor of Business Administration, Finance

Brett A Goda Brett A Goda Greater San Diego Area Details
Brett A Goda's AXA Advisors, LLC Experience October 2011 - September 2014
Job Account Consultant at System Source, Inc
Industry Financial Services
Experience
System Source, Inc  October 2014 - Present
AXA Advisors, LLC   October 2011 - September 2014
Thomas Jefferson School of Law  May 2009 - December 2010
Hollywood Video  2004 - 2008
Team Motors   February 2007 - August 2007
State Farm Insurance Companies  March 2005 - February 2006

Skills
Legal Research, Legal Writing, Management, Leadership, Westlaw, Public Speaking, Litigation, Strategy, Courts, Insurance

Education
Thomas Jefferson School of Law   2008 — 2011
Juris Doctor, LAW

University of Pittsburgh   2002 — 2007
BA, Political Science

Sharpsville High School

Evita Freeman Evita Freeman Charlotte, North Carolina Details
Evita Freeman's AXA Advisors, LLC Experience March 2015 - Present
Job Recruiting & Marketing Coordinator at AXA Advisors, LLC
Industry Insurance
Experience
AXA Advisors, LLC   March 2015 - Present
AXA US  April 2013 - March 2015
AXA Equitable  January 2013 - April 2013
Colonial Properties Trust  October 2011 - July 2012

Skills
Outlook, Public Speaking, Leadership Development, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Nonprofits, PowerPoint, Case Managment, Business Process..., Community Outreach, Strategic Partnerships, Research, Sales, Time Management, Leadership, Strategic Planning, Training, Team Building, New Business Development, Microsoft Word, Spanish, Public Relations, Volunteer Management, Recruiting

Education
UNC Charlotte   2008 — 2012
Bachelor's degree, Spanish

UNC Charlotte   2008 — 2012
Bachelor's degree, Criminal Justice

Boris Davis Boris Davis San Antonio, Texas Details
Boris Davis's AXA Advisors, LLC Experience July 2010 - January 2014
Job Finance
Industry Financial Services
Experience
AXA Advisors, LLC   July 2010 - January 2014

Skills
Retirement Benefits, Retirement Planning, Investment Strategies, Qualified Retirement..., Life Insurance Planning, Health Insurance..., Key Man Protection..., Employee Benefits..., Small Business..., 401(k) Rollover...

Education
Texas A&M University-San Antonio   2015 — 2017
Marketing

The University of Texas at San Antonio   2015 — 2017
Bachelor of Business Administration (B.B.A.), Information Systems, Finance

Rampart High School   1998 — 2002
High School

Rampart

Daniel J. Milan, J.D. Daniel J. Milan, J.D. Greater Detroit Area Details
Daniel J. Milan, J.D.'s AXA Advisors, LLC Experience 2009 - Present
Job Managing Partner at Cornerstone Financial Services, LLC
Industry Financial Services
Experience
Cornerstone Financial Services, LLC  January 2012 - Present
AXA Advisors, LLC   2009 - Present
Law Offices of Thomas J. Trenta, PLLC   2006 - 2009
JDI Technologies  2004 - 2005

Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Insurance Strategies, Securities Management, Employee Benefits...

Education
University of Detroit Mercy School of Law   2005 — 2008
Juris Doctorate, Law

University of Michigan   2000 — 2004
BA, Political Science

Ted Krammer, CFP Ted Krammer, CFP Greater Seattle Area Details
Ted Krammer, CFP's AXA Advisors, LLC Experience 2002 - 2011
Job Principal at Krammer Financial, LLC.
Industry Financial Services
Experience
Krammer Financial   July 2011 - Present
AXA Advisors, LLC   2002 - 2011
Object Partners, Inc  1998 - 2002
Accenture  1996 - 1998
Professional Golf  1992 - 1996
AT&T  1990 - 1992
IBM  1989 - 1990

Education
University of Minnesota Duluth   1986 — 1990
BBA, Marketing

John Parham Jr. John Parham Jr. Raleigh-Durham, North Carolina Area Details
John Parham Jr.'s AXA Advisors, LLC Experience September 2004 - February 2011
Job Partner at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network  February 2015 - Present
Lincoln Financial Securities  February 2015 - Present
Legacy Wealth Strategies  2004 - February 2015
AXA Advisors  February 2011 - January 2015
AXA Advisors, LLC   September 2004 - February 2011
The Equitable (AXA Group)   1988 - 2004

Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity

Education
University of North Carolina at Chapel Hill   1984 — 1988
Bachelor's Degree, Economics

Ravenscroft High School   1980 — 1984

Michael Dannull Michael Dannull Greater Omaha Area Details
Michael Dannull's AXA Advisors, LLC Experience February 2010 - January 2011
Job Purchasing at DXP Enterprises, Inc.
Industry Logistics and Supply Chain
Experience
DXP Enterprises, Inc.   January 2012 - Present
DXP Enterprises, Inc.   January 2011 - Present
AXA Advisors, LLC   February 2010 - January 2011
Advance Auto Parts  September 2008 - September 2009
Fastenal  October 2004 - September 2008
Lumbergs   April 2004 - September 2004
Builders Warehouse  July 2003 - February 2004
Maxwell's at the Ramada Inn   October 1998 - September 2001

Skills
Retirement Planning, IRA's, Financial Planning, Supply Chain..., Inventory Management, Sales Management, Sales Operations, Purchasing Processes, Purchasing Negotiation, Contract Negotiation, Contract Management, Supply Chain Management, Purchasing, Strategic Financial..., Training, Sales, Customer Service

Education
Dale Carnegie Training   2009 — 2009
Certificate of Completion, How to Sell like a Pro

University of Nebraska at Kearney   1998 — 2003
Bachelor of Science, Industrial Distribution

Fastenal School of Business
Certificate of Completion, Business Communications

Steve Guthrie, MBA, PMP®, ITIL v3 Steve Guthrie, MBA, PMP®, ITIL v3 Washington D.C. Metro Area Details
Steve Guthrie, MBA, PMP®, ITIL v3's AXA Advisors, LLC Experience June 2006 - June 2007
Job Program Analyst (Acquisition) at Defense Intelligence Agency
Industry Management Consulting
Experience
Defense Intelligence Agency  March 2012 - Present
GCS, Inc.   August 2010 - June 2015
Apex Systems  June 2007 - August 2010
Apex Systems  June 2007 - September 2008
AXA Advisors, LLC   June 2006 - June 2007

Skills
Management Analysis, Process Improvement, Process Development, Project Planning, Project Implementation, Project Coordination, MS Project, Business Analysis, Data Analysis, Requirements Analysis, Market Analysis, Policy Analysis, Business Process..., Process Optimization, Program Management, Management Consulting, Account Management, Security Clearance, System Configuration, SharePoint, SharePoint Designer, PMO, Program Implementation, Project Portfolio..., Project Delivery, MS Office Suite, Web Infrastructure, IT Operations, Information Management, Information Analysis, Management, PMP, Consulting, Budgets, Leadership, Proposal Writing, Vendor Management, Analysis, Microsoft Office, Government, Federal Government, DoD, Government Contracting, SDLC, Project Management, Talent Acquisition, Defense, Microsoft Project

Education
University of Nebraska-Lincoln   2011 — 2013
MBA, Business Administration, Specializations in International Business & Marketing

Virginia Polytechnic Institute and State University   2000 — 2004
B.A., Communication

O'Connell High School   1996 — 2000
Diploma, General Studies

Travis Tam, CFP® Travis Tam, CFP® San Francisco Bay Area Details
Travis Tam, CFP®'s AXA Advisors, LLC Experience October 2005 - Present
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   October 2005 - Present
The Bailey Group  August 2011 - December 2014
AXA Advisors  May 2005 - May 2013
Banc of America Securities  2004 - 2005
BofA  2001 - 2004

Education
University of California, Santa Barbara   1997 — 2001

DLS

Robert E Bortz Jr, CFP® Robert E Bortz Jr, CFP® Greater Milwaukee Area Details
Robert E Bortz Jr, CFP®'s AXA Advisors, LLC Experience August 2008 - Present
Job Principal at Paramount Financial Strategies, helping you create, implement & update the financial plan for your future.
Industry Financial Services
Experience
AXA Advisors, LLC   August 2008 - Present
Lincoln Financial Advisors  June 1998 - August 2008
CIGNA Financial Advisors, Inc   July 1982 - June 1998

Skills
Wealth Management, Financial Planning, Investment Strategies, Tax-advantaged..., Financial Services, Insurance Planning, Estate Planning, Retirement Planning, Client Education, Risk Management, Wealth Preservation..., Investments, Retirement, Financial Analysis, Life Insurance, Long Term Care Insurance

Education
University of Missouri-Columbia   1977 — 1981

Jason Poe Jason Poe Dallas/Fort Worth Area Details
Jason Poe's AXA Advisors, LLC Experience February 2000 - October 2006
Job Financial Advisor, Southwestern Investment Group/ Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Southwestern Investment Group, Inc. / Raymond James Financial Services, Inc.   October 2006 - Present
AXA Advisors, LLC   February 2000 - October 2006

Skills
Wealth, Investments, Securities, Retirement, Series 63, Financial Advisory, Financial Services, Wealth Management, Financial Planners, Finance, Insurance, Employee Benefits, Series 65, Series 7, Retirement Planning

Education
Texas State University   1988 — 1993

Joseph Tracy Wyatt Joseph Tracy Wyatt Greater Nashville Area Details
Joseph Tracy Wyatt's AXA Advisors, LLC Experience July 2007 - October 2013
Job Process Improvement
Industry Logistics and Supply Chain
Experience
Amazon  September 2014 - Present
Amazon  November 2013 - September 2014
AXA Advisors, LLC   July 2007 - October 2013
BancorpSouth Investment Services, Inc.   October 2004 - July 2007
Investment Professionals, Inc.   November 2003 - October 2004
Edward Jones  July 2001 - November 2003

Skills
Budgeting, Customer Relations, Customer Service, Leadership, Marketing, Team Building, Management, Finance, Insurance, Fixed Annuities, Investments, Strategic Planning, Life Insurance, Sales, Budgets, Public Speaking, Small Business

Education
Volunteer State Community College   2015 — 2015
Logistics, Materials, and Supply Chain Management

The University of Memphis   1991 — 1993
Master, Business Administration

University of Tennessee   1985 — 1990
Bachelor of Science, Industrial Engineering

Lebanon High School   1981 — 1985
High School Diploma

Diana Apostolova Diana Apostolova Rochester, New York Area Details
Diana Apostolova's AXA Advisors, LLC Experience January 2014 - Present
Job Financial Consultant 5854758460
Industry Financial Services
Experience
AXA Advisors, LLC   January 2014 - Present
RIT  April 2006 - June 2014
JPMorgan Chase Bank  April 2004 - March 2006
JPMorgan Chase Bank  November 2001 - March 2004

Skills
Financial Planning, Investments Planning, Investment Advisory...

Education
University of London   1999 — 2002
Masters of Science, Financial Economics

University of Malta   1996 — 1999
Bachelor of Commerce, Economics, Banking & Finance

TEN

Gregg Jensen Gregg Jensen Buffalo/Niagara, New York Area Details
Gregg Jensen's AXA Advisors, LLC Experience September 2006 - July 2009
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities  April 2014 - Present
HSBC Securities  May 2013 - April 2014
HSBC  July 2009 - April 2013
AXA Advisors, LLC   September 2006 - July 2009
US Border Patrol  March 2002 - November 2005
Kaufmann's Department Stores  March 2000 - March 2002

Skills
Financial Planning, Insurance, Investments, Banking, Asset Management, Customer Relations, Strategic Planning, Strategic Financial..., Sales, Negotiation, Team Building, Customer Service, New Business Development, Finance, Time Management, Analysis, CRM, Leadership, Mutual Funds

Education
State University of New York at Buffalo   1996 — 2000
BS, Psychology

Hamburg High School   1992 — 1996

Ching Po Wang Ching Po Wang Troy, Michigan Details
Ching Po Wang's AXA Advisors, LLC Experience October 2013 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   October 2013 - Present
General Motors  November 1984 - April 2009

Education
Walsh College
Master of Science in Taxation, 3.6/4.0

Walsh College
Cetificate of Personal Financial Planning, 3.85/4.0

Walsh College
Master of Science in Finance, 4.0/4.0

University of North Carolina at Chapel Hill   1980 — 1984
Ph.D. in Chemistry, Analytical Chemistry, 3.8/4.0

Christopher MacPhee Christopher MacPhee Hillsborough, New Jersey Details
Christopher MacPhee's AXA Advisors, LLC Experience January 2014 - May 2015
Job Providing Advice to Help Clients Reach & Surpass Their Financial Goals
Industry Financial Services
Experience
Merrill Edge  December 2014 - Present
AXA Advisors, LLC   January 2014 - May 2015

Skills
Group Insurance, Investment Advisory..., Risk Management, Health Insurance, Life Insurance, Retirement Planning, 529 Plans, IRAs, Long-term Care, Executive Benefit..., Fixed Income Strategies, Equities, College Education..., Strategic Financial..., Regression Analysis, Business Continuity..., Estate Planning, Series 7, Series 66, Economics, Presentations, Public Speaking, People Skills

Education
The Ohio State University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Hillsborough High School

Hillsborough Highschool

Peter D. Senick Peter D. Senick Charlotte, North Carolina Area Details
Peter D. Senick's AXA Advisors, LLC Experience 2010 - Present
Job Regional Vice President & Director of Retirement Benefits Group
Industry Financial Services
Experience
AXA Advisors, LLC   2010 - Present
AXA Advisors, LLC   May 2006 - Present
AXA Advisors, LLC   May 2006 - Present

Skills
Retirement, Investments, Retirement Planning, Wealth Management, Mutual Funds, Estate Planning, Personal Financial..., Qualified Retirement...

Education
University of North Carolina at Charlotte   2003 — 2006
Finance, Financial Planning

University of North Carolina at Charlotte   2002 — 2006
Bachelor of Science in Business Administration, Major in Finance, Finance

Anthony Insana Anthony Insana Columbus, Ohio Details
Anthony Insana's AXA Advisors, LLC Experience September 2002 - Present
Job Vice President, Central Region of AXA Advisors, District Manager
Industry Financial Services
Experience
AXA Advisors, LLC   September 2002 - Present

Skills
Retirement Planning, Financial Planners, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Mutual Funds Strategies, 401k Services, Fixed Annuity Service, Retirement Services, Life Insurance Needs..., Financial Planning

Education
The Ohio State University Fisher College of Business   1998 — 2002
Bachelor of Science in Business Administration

The Ohio State University Fisher College of Business

Jeff Higgins Jeff Higgins San Antonio, Texas Area Details
Jeff Higgins's AXA Advisors, LLC Experience August 1992 - January 2003
Job Managing Partner at Partners Wealth Management
Industry Investment Management
Experience
Partners Wealth Management - Texas   April 2007 - Present
MetLife Financial Services  January 2003 - April 2007
AXA Advisors, LLC   August 1992 - January 2003

Education
Certified Financial Planner Board of Standards   1998 — 1998
CFP, Financial Planning

The University of Texas at Austin   1988 — 1992
BA, English, Speech Communications

Churchill High School, San Antonio, TX   1984 — 1988

Michael Ingram CFP(R) Michael Ingram CFP(R) Greater San Diego Area Details
Michael Ingram CFP(R)'s AXA Advisors, LLC Experience September 2004 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   September 2004 - Present

Education
University of California, Santa Barbara   1997 — 2001

Roger Ruden Roger Ruden West Des Moines, Iowa Details
Roger Ruden's AXA Advisors, LLC Experience December 2008 - Present
Job Financial Professional and President Capital Strategies
Industry Financial Services
Experience
AXA Advisors, LLC   December 2008 - Present
Capital Strategies  March 1992 - Present

Skills
Investment Planning, Retirement Income...

Education
The University of South Dakota   1985 — 1987
Bachelors Degree, Business/Finance

Raquel Rosales Raquel Rosales New York, New York Details
Raquel Rosales's AXA Advisors, LLC Experience September 2010 - December 2010
Job Equity Derivatives Trading Assistant at Barclays
Industry Financial Services
Experience
State Street  December 2012 - January 2014
State Street  March 2012 - December 2012
AXA Advisors, LLC   September 2010 - December 2010

Skills
Microsoft Office, Eviews, LexisNexis, Excel, PowerPoint, Word, Research, Investments, Microsoft Excel, Microsoft Word

Education
University of California, Irvine   2007 — 2011
BA, Business Economics

Darren Samarel Darren Samarel San Diego, California Details
Darren Samarel's AXA Advisors, LLC Experience September 2011 - August 2013
Job Owner of Online Marketing Funnel Optimization Company, Referral Partner For Small Business Loans & Lines Of Credit
Industry Marketing and Advertising
Experience
National Business Capital  October 2014 - Present
Easy Mortgage Apps   August 2013 - October 2014
AXA Advisors, LLC   September 2011 - August 2013
Accredited Home Lenders  2005 - 2008
Accredited Home Lenders  2002 - 2005

Skills
Sales, Mortgage Lending, Credit, Loans, Insurance, Investments, Banking, Securities, Strategy, Real Estate, Mobile Technology, Online Marketing, Public Relations, Retirement Planning, Loan Origination, Marketing, Underwriting, Networking, Strategic Financial..., Management, Finance

Education
University of Massachusetts Boston   1998 — 2002
Bachelor of Science (BS), Marketing/Marketing Management, General

Roberto Schwartz Roberto Schwartz Greater New York City Area Details
Roberto Schwartz's AXA Advisors, LLC Experience 2007 - Present
Job Managing Director at LifeCapital Partners
Industry Financial Services
Experience
LifeCapital Partners   September 2013 - Present
AXA Advisors, LLC   2007 - Present
Lubi Commodities   2006 - 2007

Education
University of Maryland College Park   2003 — 2007
Double Major, Business Management and Marketing

The Wharton School, University of Pennsylvania
Finance, Retirement planning

Matthew McCrea, CFP® Matthew McCrea, CFP® San Diego, California Details
Matthew McCrea, CFP®'s AXA Advisors, LLC Experience April 2011 - September 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2015 - Present
AXA Advisors, LLC   April 2011 - September 2015
Wirtz Beverage Nevada  April 2009 - February 2011

Skills
Retirement, Customer Service, Investments, Insurance, Public Speaking, Marketing, Event Planning, Microsoft Office, Microsoft Excel, Finance

Education
University of Nevada-Las Vegas   2005 — 2008
Bachelor's Degree, B.S. in Biology

Scott J Greenberg, CFP®, RICP, ChFC Scott J Greenberg, CFP®, RICP, ChFC Washington D.C. Metro Area Details
Scott J Greenberg, CFP®, RICP, ChFC's AXA Advisors, LLC Experience 2010 - Present
Job Chief Financial Strategist at Scott J Greenberg Private Wealth Management
Industry Financial Services
Experience
Scott J Greenberg Private Wealth Management   March 2010 - Present
AXA Advisors, LLC   2010 - Present

Skills
Wealth Management, Strategic Financial..., Investment Advisory..., Financial Services, Retirement Planning..., Retirement Planning, Investment Services

Education
University of Maryland-College Park College   2006 — 2010
Bachelor of Science, Finance

University of Maryland - Robert H. Smith School of Business

The American College of Financial Services   2012 — 2013
RICP, Retirement Income Certified Professional, Retirement Income Planning

The American College of Financial Services   2014 — 2015
CFP Curriculum, Certified Financial Planner Curriculum

The American College of Financial Services   2014 — 2015
ChFC, Chartered Financial Consultant Curriculum

American Institute for Foreign Studies- Rome, Italy   2009 — 2009
International Economics, Italian Language

Jack Hoile Jack Hoile Raleigh-Durham, North Carolina Area Details
Jack Hoile's AXA Advisors, LLC Experience August 1999 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
Legacy Wealth Strategies  January 2004 - Present
AXA Advisors, LLC   August 1999 - Present
The Washington Post  January 1996 - July 1999
U.S. Senate   September 1994 - May 1996

Education
The George Washington University   1994 — 1996
MA, Foreign Affairs & Economics

University of North Carolina at Greensboro   1990 — 1994
BA, Political Science

Page High School   1985 — 1988

Roddy M. Caraballo Roddy M. Caraballo Puerto Rico area Details
Roddy M. Caraballo's AXA Advisors, LLC Experience 2011 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   2011 - Present
Mutual of Omaha  2009 - 2011
Bahia Beach Resort & Golf Club  2008 - 2009
Wyndham Rio Mar (formerly Westin Rio Mar)   2007 - 2008
Westin Rio Mar  January 2001 - June 2007
Westin Rio Mar  May 1998 - January 2001
Westin Rio Mar  June 1997 - May 1998
Westin Rio Mar  March 1996 - June 1997

Skills
Disability Insurance, Life Insurance, Customer Service, Retirement Planning, IRAs, Variable Annuities, Roth IRA, Investments (Mutual..., Executive Bonus Plans, Business Planning, Qualified Retirement..., Non-Qualified Plans, Keogh Plans, 401k Rollovers /..., Pension / Profit Sharing, Annuities, Financial Needs Analysis, Cancer & Critical..., Long Term Care

Education
The American College
Course, Essentials of Annuities

Universidad de Puerto Rico   1993 — 1997
BS, Hotel & Restaurant Management

Bruce Iacono Bruce Iacono Poughkeepsie, New York Details
Bruce Iacono's AXA Advisors, LLC Experience January 2012 - July 2012
Job Registered Representative at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors  July 2012 - Present
Westchester County Bar Association  2012 - 2015
AXA-Advisors, LLC  January 2012 - July 2012
NYU / SCPS   March 2011 - January 2012
Bruce Iacono   January 2009 - March 2011
Bruce Iacono   August 1998 - January 2009

Skills
Financial Needs Analysis, Investing

Education
University of The Arts   1975 — 1978
Bachelor of Fine Arts (BFA), Graphic Design

Gary Wargo Gary Wargo Greater Atlanta Area Details
Gary Wargo's AXA Advisors, LLC Experience February 2005 - August 2012
Job Senior Managing Partner, Registered Investment Advisor, Retirement Planner at Mid Georgia Financial Group
Industry Financial Services
Experience
Mid Georgia Financial Group, LLC   May 2011 - Present
Mid Georgia Insurance Group, LLC   May 2011 - Present
Cape Securities   August 2012 - December 2014
AXA Advisors, LLC   February 2005 - August 2012
AXA Advisors, LLC   January 2007 - September 2009

Skills
Retirement Planning, Investments, Financial Planners, Insurance, Securities, Financial Services, Wealth Accumulation, Financial Advisory, Fixed Annuities, Investment Advisory, Investment Strategies, IRAs, Finance, Estate Planning, Life Insurance, Wealth, Retirement, Long Term Care Insurance, FINRA, Wealth Management, Long-term Care, Personal Financial..., Term Life Insurance, Mutual Funds, Small Business, Business Planning, Strategic Financial..., Disability Insurance, Registered Investment..., Traditional IRA, Variable Annuities, Wealth Accumulation..., Executive Benefit..., Variable Life, 401k Rollovers, Simple IRA, Wealth Management..., General Securities..., College Funding..., ETFs, SEP IRA, Health Insurance, Guaranteed Lifetime..., Risk Management, College Education..., Bonds, Equities, Alternative Investments, Financial Planning, 401k

Education
Thiel College   1986 — 1990
Bachelor of Arts, Business Administration, History

Serra Catholic   1984 — 1986
Bachelor of Arts (B.A.), General Studies

East Allegheny

Matthew C. Moceri Matthew C. Moceri Bloomfield Hills, Michigan Details
Matthew C. Moceri's AXA Advisors, LLC Experience April 2011 - April 2012
Job Senior Porfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management  April 2013 - Present
Merrill Lynch Wealth Management  May 2012 - Present
AXA Advisors, LLC   April 2011 - April 2012

Skills
Wealth Management, Portfolio Management, Mutual Funds, ETFs, Municipal Bonds, Strategic Financial..., Risk Management, Business Analysis, Options Strategies, Residential Mortgages, Commercial Mortgages, Cash Flow Lending, Hedge Funds

Education
Tiffin University   2009 — 2011
BBA, Finance

Brendan Snyder Brendan Snyder Tucson, Arizona Details
Brendan Snyder's AXA Advisors, LLC Experience May 2010 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   May 2010 - Present
The Bailey Group  2012 - 2013

Skills
Estate Planning, Customer Service, Investments, Securities, Strategic Planning, Insurance, IRAs, Disability Insurance, Life Insurance, Fixed Annuities, Retirement, Finance, Long-term Care

Education
Pinnacle

University of Arizona   2006 — 2010
Economics

University of Phoenix   2012 — 2013
Masters, Accountancy

University of Arizona   2006 — 2010
Economics

The University of Arizona   2006 — 2010
Bachelor of Arts, Social; Behavioral Sciences; Economics

Bryant Diep Bryant Diep Greater Los Angeles Area Details
Bryant Diep's AXA Advisors, LLC Experience April 2011 - June 2011
Job Business Development
Industry Internet
Experience
Carbon Boss   September 2012 - Present
Solid Commerce  May 2013 - December 2013
GITI TIRE  June 2011 - December 2011
China Bistro   April 2011 - September 2011
AXA Advisors, LLC   April 2011 - June 2011
Hong Kong University   April 2010 - May 2010
Kings University   April 2010 - April 2010
Ultimate Visions   July 2009 - August 2009

Skills
Microsoft Word, PowerPoint, Photoshop, Microsoft Office, Marketing, Event Planning, Event Management, Advertising, Marketing Strategy, Email Marketing, Customer Service, Sales, Public Relations, Marketing Communications, Market Research, E-commerce, Ebay Sales, Amazon, Online Retail, Online Business..., Online Business..., Marketing Research, Social Media

Education
University of California, Riverside   2007 — 2011
BS, Major: Business Administration, Concentration Marketing; Minor in Psychology

The University of Hong Kong   2010 — 2010
Business, Marketing

Wayne Fernow Wayne Fernow Oklahoma City, Oklahoma Details
Wayne Fernow's AXA Advisors, LLC Experience June 2008 - December 2011
Job Independent, Fee Based Wealth Advisor at American Family Legacy Group, LLC
Industry Investment Management
Experience
American Family Legacy Group, LLC   January 2012 - Present
AXA Advisors, LLC   June 2008 - December 2011

Education
University of Missouri-Columbia   1985 — 1989
Bachelors, Agricultural Economics

Don Quill Don Quill Orlando, Florida Area Details
Don Quill's AXA Advisors, LLC Experience May 2009 - Present
Job Vice President National Division at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   May 2009 - Present
VALIC  July 1997 - May 2009

Education
University of Central Florida - College of Business Administration   1995 — 1997
Finance

Robert Balter Robert Balter Greater Philadelphia Area Details
Robert Balter's AXA Advisors, LLC Experience May 2001 - December 2004
Job OWNER at ROBERT S. BALTER PC
Industry Legal Services
Experience
Robert S Balter, P.C.   May 2009 - Present
The Private Family Office   2011 - 2013
Guggenheim Partners, LLC  January 2005 - November 2008
AXA Advisors, LLC   May 2001 - December 2004
Northwestern Mutual Life Insurance  November 1999 - May 2001
Midatlantic Companies, LTD   July 1991 - June 1998
Small Center City Law Firm   January 1985 - July 1991
IRS Chief Counsel's Office, Washington, D.C.   May 1983 - January 1985

Skills
Estate Planning, Wills, Will drafting, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Tax Audit Representation, Powers of Attorney, English, Listener, Health Care Proxies, Business Continuity..., Business Tax Planning, Trusts, Charitable Trusts, Charitable Gift Planning, Private Equity, Joint Ventures, Financial Planners, Real Estate, Litigation, Estate Law, Estate Tax Planning, Business Planning, Securities, Legal Writing, Corporate Governance, Mergers & Acquisitions, High Net Worth..., Corporate Law, Insurance, Accounting, Tax Law, Due Diligence, Investments, Tax, Estate Administration, Business Formation, LLC, Financial Planning

Education
Temple University - James E. Beasley School of Law   1982 — 1985
LL.M. (Tax), Estate and Gift Tax

Antitrust/Federal Practice University of Texas School of Law   1972 — 1974
Master of Laws, Tax, Estate Planning

University of Pittsburgh School of Law   1969 — 1972
J.D., Law

University of Pennsylvania   1965 — 1969
B.A., Political Science

Laurie Staber Laurie Staber Greater Minneapolis-St. Paul Area Details
Laurie Staber's AXA Advisors, LLC Experience January 2011 - September 2012
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  September 2012 - Present
AXA Advisors, LLC   January 2011 - September 2012
Northwestern Mutual  May 2010 - January 2011
St. Croix Wealth Strategies/NML   February 2007 - September 2009
Northwestern Mutual  December 2004 - February 2007
Wealth Enhancement Group  May 2001 - March 2004
Prior Lake State Bank  2000 - 2001

Education
Maplewood Academy

Union College (NE)
Accounting

Chad Wiedemann Chad Wiedemann Greater New York City Area Details
Chad Wiedemann's AXA Advisors, LLC Experience September 2007 - September 2009
Job Registered CSA at UBS
Industry Financial Services
Experience
UBS  May 2011 - Present
AXA Advisors, LLC   September 2007 - September 2009

Education
The College of William and Mary - The Mason School of Business   2002 — 2006

Luke Maciorowski Luke Maciorowski Greater Chicago Area Details
Luke Maciorowski's AXA Advisors, LLC Experience 2006 - Present
Job Regional Vice President at TBG The Bailey Group, Financial Consultant with AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC   2006 - Present
The Bailey Group  March 2012 - Present
Bankers Financial Mortgage Group  2005 - 2005

Education
University of Illinois at Chicago   2002 — 2006
B.S. Finance, Finance

St. Patrick High School

Kevin Kuebler, CPA, CFP® Kevin Kuebler, CPA, CFP® Bloomington/Normal, Illinois Area Details
Kevin Kuebler, CPA, CFP®'s AXA Advisors, LLC Experience June 2003 - February 2011
Job Financial Advisor at Insight CPAs & Financial, LLC
Industry Financial Services
Experience
Insight CPAs & Financial, LLC   February 2011 - Present
AXA Advisors, LLC   June 2003 - February 2011
Independent Consultant  1999 - 2003
MEMCO Barge Line   1997 - 1999
Clark Refining & Marketing  1993 - 1996
Coopers & Lybrand  1990 - 1993

Skills
Financial Planning, Investments, Life Insurance, Annuities, Retirement Planning, Retirement Income..., Making a Difference for...

Education
Truman State University   1986 — 1990
Bachelor of Science (B.S.), Accounting

Bert Loflin, CLU Bert Loflin, CLU Lynchburg, Virginia Area Details
Bert Loflin, CLU's AXA Advisors, LLC Experience October 1978 - August 2003
Job Wealth Management Advisor
Industry Financial Services
Experience
The Main Street Group/LPL Financial   May 2012 - Present
Capitol Financial Solutions  September 2003 - May 2012
John Hancock Life Insurance Company (U.S.A.)   September 2003 - December 2008
AXA Advisors, LLC   October 1978 - August 2003

Skills
Long-term Care, Retirement Planning, Financial Planning, Insurance, 401k, Wealth, Retirement, Financial Advisory, Mutual Funds, Investments, Wealth Management

Education
The American College   1979 — 2002
CLU, All facets of financial planning

Virginia Military Institute   1974 — 1978
Bachelor of Arts (BA), History, Biology

Brian Urie, CFP® Brian Urie, CFP® Greater Salt Lake City Area Details
Brian Urie, CFP®'s AXA Advisors, LLC Experience June 2003 - October 2008
Job Retirement Planning Advisor at LPL Financial at Mountain America
Industry Financial Services
Experience
LPL Financial at Mountain America   August 2015 - Present
AXA Advisors (formerly Mutual of New York and The MONY Group)   October 1998 - August 2015
Salt Lake SHRM  September 2012 - December 2014
AXA Advisors, LLC   June 2003 - October 2008
Marketstar Corporation  1997 - 1998
Matrixx Marketing (now Convergys)   1988 - 1997

Skills
Retirement Planning, Strategic Financial..., Retirement, Disability Insurance, 401k, Fixed Annuities, Investments, Wealth Management, Series 7, Estate Planning, Insurance, Securities

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

The American College
Chartered Financial Consultant (ChFC)

Weber State University   1994 — 1998
Bachelor of Arts, Professional Sales

Clearfield High School   1987 — 1990

Angela (Meagher) Lafkas Angela (Meagher) Lafkas Cincinnati Area Details
Angela (Meagher) Lafkas's AXA Advisors, LLC Experience January 2007 - May 2012
Job Sales professional
Industry Events Services
Experience
L.O.L.   November 2014 - Present
The Madison Event Center  August 2012 - March 2014
AXA Advisors, LLC   January 2007 - May 2012

Skills
Event Planning, Sales, Event Management

Education
University of Cincinnati College of Business   2003 — 2006
Bachelor of Business Administration, Management, Finance

Suzanne Runo Suzanne Runo Greater San Diego Area Details
Suzanne Runo's AXA Advisors, LLC Experience October 2009 - December 2013
Job ECommerce Professional
Industry Marketing and Advertising
Experience
AXA Advisors, LLC   October 2009 - December 2013
TravelSmith Outfitters  2004 - 2007

Skills
Customer Service, Strategic Financial..., Team Building, Account Management, Business Development, E-commerce, Email Marketing, Insurance, Management, Marketing, Online Advertising, Online Marketing, Program Management, Retirement, Risk Management, Social Media Marketing, Estate Planning, Investments, Strategy, Retirement Planning, Strategic Planning, Financial Planning

Education
University of California, Santa Cruz   1976 — 1979
BA, Art

Alameda High

Jeffrey M. Stirling, CFP®, ChFC, CLU Jeffrey M. Stirling, CFP®, ChFC, CLU Greater Philadelphia Area Details
Jeffrey M. Stirling, CFP®, ChFC, CLU's AXA Advisors, LLC Experience July 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC   July 2012 - Present
CornerStone Bank, N.A.   June 2011 - September 2011

Skills
Research, Risk Management, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Economics, Statistics, Sales, Public Speaking, Team Leadership, Investment Strategies

Education
The American College   2013 — 2015

Washington and Lee University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Montgomery High School   2004 — 2008

Carolina Sanchez Lemoine Carolina Sanchez Lemoine New York, New York Details
Carolina Sanchez Lemoine's AXA Advisors, LLC Experience December 2007 - November 2008
Job Account Executive at Casanova Pendrill
Industry Marketing and Advertising
Experience
Casanova Pendrill  March 2015 - Present
DeVito/Verdi  December 2012 - March 2015
DeVito/Verdi  July 2011 - December 2012
WOMEN'S MAFIA   March 2011 - September 2011
YELLOW SKY AGENCY   March 2011 - July 2011
Cynthia Rowley  March 2011 - June 2011
Cardiovascular Ambulatory Clinic   December 2008 - December 2010
AXA ADVISORS, LLC   December 2007 - November 2008
MARILYN DAVILA, CONSULTANT   February 2007 - July 2007
DiMorini   May 2003 - January 2005

Skills
Microsoft Office, Customer Service, Fashion, Spanish, Public Relations, Sales, Social Media, Account Management, PowerPoint, Word, Excel, New Business Development, Wordpress, Marketing Research, Salesforce.com, Problem Solving, Relationship Marketing, Translation, Proofreading, Spanish-English

Education
Universidad del Sagrado Corazón   2008 — 2010
Master of Business Administration (MBA), International Marketing

University of Puerto Rico-Rio Piedras
Bachelor's degree, Administration of Office Systems and Human Resources Management

Charles D.F. Cohn Charles D.F. Cohn Greater New York City Area Details
Charles D.F. Cohn's AXA Advisors, LLC Experience May 2009 - June 2011
Job Financial Representative at Integrated Financial Concepts
Industry Insurance
Experience
Integrated Financial Concepts   February 2014 - Present
MassMutual Financial Group  June 2011 - January 2014
AXA Advisors, LLC   May 2009 - June 2011
Principal Financial Group  August 2001 - October 2009
New England Financial  April 1989 - August 2001

Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Non-profits, Retirement Planning, Licensed to Sell..., Insurance, Employee Benefits, Program Management, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Sales, Term Life Insurance, Health Insurance, Wealth Management..., Asset Management, Long-term Care, 401k, Strategic Planning, Series 63, Brokers, Mutual Funds, Nonprofits, Underwriting, Public Speaking, Wealth Management, Portfolio Management, IRAs, Financial Services, Universal Life, Securities, Series 7, Financial Planning

Education
Worcester College, Oxford University   1976 — 1978
Modern History

Trinity College-Hartford   1972 — 1976
BA w/ Honors, History

Riverdale Country School   1965 — 1976

Kannathal Shoba Sampath, CFP®, ChFC Kannathal Shoba Sampath, CFP®, ChFC Charleston, West Virginia Area Details
Kannathal Shoba Sampath, CFP®, ChFC's AXA Advisors, LLC Experience 2003 - Present
Job CERTIFIED FINANCIAL PLANNER (tm) professional
Industry Financial Services
Experience
AXA Advisors, LLC   2003 - Present
R. Sampath MD   July 1981 - March 2003

Skills
Retirement Planning, Financial Planning, Estate Planning, Business Succession..., Surviviorship Planning, Long Term Care Planning, Charitable Giving..., Strategic Planning, Investment Services, Management, Public Speaking, Entrepreneurship, Team Building, Teaching, Disability Management..., Financial Needs...

Education
University of Charleston   1981 — 1986
B.S., Finance, 4.0

University of Charleston   1981 — 1985
Bachelpr of Science, Finance and Financial Management Services

Paola Lastick Paola Lastick Greater Chicago Area Details
Paola Lastick's AXA Advisors, LLC Experience January 2011 - May 2015
Job HCM Consultant at Ceridian
Industry Human Resources
Experience
Ceridian  June 2015 - Present
AXA Advisors LLC  January 2011 - May 2015
National Hispanic Sales Network (NHSN)   2015 - 2015
National Hispanic Sales Network (NHSN)   2015 - 2015
AXA Equitable  2013 - 2014
Paychex  February 2008 - December 2010

Skills
Asset Management, Banking, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Investments, Leadership, Life Insurance, Recruiting, Retirement Planning, Sales, Portfolio Management, Salesforce.com, Small Business, Strategy, Team Building, Training

Education
University of Illinois at Chicago   2001 — 2003
B.A., Physics

Chip Goodrich Chip Goodrich Los Angeles, California Details
Chip Goodrich's AXA Advisors, LLC Experience August 1995 - Present
Job Financial Professional at Paramount Advisors Group
Industry Financial Services
Experience
AXA Advisors, LLC   August 1995 - Present
AXA Advisors, LLC   August 1995 - Present

Skills
Business Succession...

Education
UCLA Anderson School of Management   1991 — 1994
Master of Business Administration (MBA), Finance, General

USC   1978 — 1983
Bachelor of Science (B.S.), Mechanical Engineering

Scott Erickson Scott Erickson Cincinnati Area Details
Scott Erickson's AXA Advisors, LLC Experience August 2005 - April 2013
Job STEP Resources /American Heritage Insurance Group
Industry Facilities Services
Experience
STEP Resources Energy Advisory Group   April 2013 - Present
American Heritage Insurance Group   June 2008 - Present
AXA-Advisors, LLC  August 2005 - April 2013
Premier Hospitality Solutions Group   January 2001 - July 2006
Sachs Management - (Hotel Mangement & Ownership)   June 1993 - December 2001

Skills
Estate Planning, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Risk Management, Financial Risk, Business Planning, Business Strategy, Succession Planning, Risk Assessment, Asset Protection, Procurement, Asset Management, Management Consulting, New Business Development, Financial Analysis, Insurance, Energy Efficiency, Utilities Management, Retirement

Education
University of Cincinnati   1983 — 1988
Bachelor of Arts (B.A.), Economics & Business

Sycamore High School   1979 — 1983

Jerry Ogilvie Jerry Ogilvie Buffalo, New York Details
Jerry Ogilvie's AXA Advisors, LLC Experience April 2015 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   April 2015 - Present
Giancarlo's   September 2013 - Present
The Saturn Club  2010 - 2012

Skills
Leadership, 401(k) distribution..., Risk Management, Wealth Management, IRA distribution..., retirement planning..., Investment Strategies, Financial Services, Retirement Planning, College Education..., Investment Advisory, Social Media, Teamwork, Problem Solving, Estate Planning, comprehensive financial..., Personal Financial..., Social Media Marketing, Business succession..., business succession..., executive benefits..., education planning..., long-term care planning..., estate planning..., retirement planning..., financial strategies, Insurance Planning, insurance services, insurance strategies, annuity services, tax-deferred investment..., tax-efficient investing..., Client Education, pension distribution..., estate conversion...

Education
State University of New York at Buffalo   2010 — 2012
Biological and Physical Sciences

St. John Fisher College   2008 — 2010
Biology/Biological Sciences, General

Christian Dorado Christian Dorado Miami, Florida Details
Christian Dorado's AXA Advisors, LLC Experience 2007 - Present
Job Associate Partner, Private Client Group at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   2007 - Present

Skills
Risk Management, Wealth Management, Estate Planning..., Financial Services, Financial Strategies, Long-Term Care Planning..., Insurance Planning, Insurance Services, Insurance Strategies, Wealth Preservation..., Estate Conservation...

Education
University of Miami   2002 — 2006
Bachcelor of Business Administration

Danny Recht Danny Recht Greater San Diego Area Details
Danny Recht's AXA Advisors, LLC Experience June 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   June 2012 - Present
DMR Financial Partners   October 2010 - April 2015
SDJA Alumni Association   2011 - 2012
ScoutingtheSports.com   January 2010 - December 2011
Liberty Partners Financial Services   June 2009 - September 2010

Skills
Estate Planning, Retirement Planning, Wealth Management, Insurance Strategies, Investment Services

Education
University of Arizona   2005 — 2009
BS, Business Management

Patrick Henry High School   2001 — 2005

Christina Nevins Christina Nevins Chicago, Illinois Details
Christina Nevins's AXA Advisors, LLC Experience June 2008 - August 2008
Job Lighting Project Coordinator at REX Electric & Technologies
Industry Construction
Experience
REX Electric & Technologies, LLC   February 2014 - Present
Advance Electrical Supply  October 2010 - February 2014
AXA Advisors, LLC   June 2008 - August 2008

Skills
Sales, Microsoft Office, Management, PowerPoint, Microsoft Excel, Customer Service, Teaching, Social Media, Account Management, Microsoft Word, Team Building, Project Management, Outlook, Leadership, Time Management, Team Leadership, Project Planning, Customer Satisfaction, Windows, Marketing, Social Networking

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2010
B.B.A., Marketing, Spanish

Andrew Wank Andrew Wank Overland Park, Kansas Details
Andrew Wank's AXA Advisors, LLC Experience 2009 - 2011
Job blooom
Industry Financial Services
Experience
blooom   March 2015 - Present
Pegasus Capital Management   March 2011 - February 2015
AXA Advisors, LLC   2009 - 2011

Skills
Investments, FINRA, Wealth Management, Long Term Care Insurance, Insurance, Securities, Finance, Retirement Planning, Strategic Financial..., Estate Planning, Life Insurance, Financial Analysis, Disability Insurance

Education
The University of Kansas   2005 — 2009
Bachelors of Science, Marketing

Rockhurst High School   2001 — 2005

Eric Gross, CFP® Eric Gross, CFP® San Francisco Bay Area Details
Eric Gross, CFP®'s AXA Advisors, LLC Experience February 2009 - January 2014
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
MassMutual Northern California  January 2014 - Present
AXA Advisors, LLC   February 2009 - January 2014

Education
University of California, Santa Barbara
Bachelor's Degree, Financial Mathematics and Statistics

University of California, Santa Barbara
Technology Entrepreneurship Certificate

Alexander Cooper Alexander Cooper Jacksonville, Florida Area Details
Alexander Cooper's AXA Advisors, LLC Experience July 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC   July 2007 - Present

Education
The American College   2014 — 2015
Educational Component for the Certified Financial Planner Board of Standards

University of Florida - Warrington College Of Business
B.S.B.A., Management

Episcopal High School of Jacksonville   2001 — 2003

Maria A. Keith Maria A. Keith Greater San Diego Area Details
Maria A. Keith's AXA Advisors, LLC Experience June 2014 - Present
Job Financial Consultant, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   June 2014 - Present
First Allied Securities  January 2012 - June 2014
First Allied Securities  September 2008 - January 2012
Wunderlich Securities  April 2005 - June 2008
First Merit Corporation   September 2001 - April 2005

Skills
Wealth Management, Risk Management, Retirement Planning, Investment Services, Long-Term Care Planning..., Annuity Services, Business Succession..., Executive Benefits..., Retirement Planning...

Education
University of Akron   2000 — 2005
MBA, Finance

Ryan Shanley, CFP® Ryan Shanley, CFP® Greater Chicago Area Details
Ryan Shanley, CFP®'s AXA Advisors, LLC Experience May 2003 - Present
Job Partner at Wells Roselieb & Raia Wealth Management
Industry Financial Services
Experience
AXA Advisors, LLC   May 2003 - Present
Bank of America  May 2001 - August 2003

Skills
Certified Financial..., Retirement Planning, Asset Management, Wealth Management, Estate Planning, Traditional IRA, Roth IRA, IRA Rollovers, Retirement Income..., Alternative Investments

Education
University of Iowa   1999 — 2003
BA, Finance

Lyons Township High School

Anthony Sages Anthony Sages New York, New York Details
Anthony Sages's AXA Advisors, LLC Experience AXA Advisors, LLCANovember 1991 - Present
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   AXA Advisors, LLCANovember 1991 - Present

Skills
Finance

Education
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Management

The University of Tennessee at Chattanooga
Master of Business Administration (MBA), Finance, General

Erik Bowman Erik Bowman Greater Denver Area Details
Erik Bowman's AXA Advisors, LLC Experience April 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   April 2011 - Present

Skills
Leadership, Management, Strategy, Strategic Planning, Sales, Program Management, Business Development, Team Building, Marketing, Investments

Education
University of Colorado at Boulder - Leeds School of Business   1990 — 1995
BS, Marketing

whitehall high school

whitehall high school

James W. Taylor James W. Taylor Dallas/Fort Worth Area Details
James W. Taylor's AXA Advisors, LLC Experience September 1997 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   September 1997 - Present

Skills
Wealth Management..., Wealth Preservation and..., Retirement Income..., Life Insurance Planning

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

The University of Texas at Arlington   1990 — 1993
BA, History, Minor in Business Administration

Texas Tech University   1985 — 1987
History, Marketing

Plateau Valley High School, Collbran, CO   1981 — 1985

Mariam Attaie Mariam Attaie Houston, Texas Details
Mariam Attaie's AXA Advisors, LLC Experience April 2012 - January 2014
Job Journalist l Reporter at Next Media Animation
Industry Broadcast Media
Experience
Next Media Animation  July 2014 - Present
Pana Television   May 2014 - Present
AXA Advisors, LLC   April 2012 - January 2014
Edward Jones  August 2007 - February 2012
Houston Television HTV CH.16   January 2009 - March 2011
Blue Canopy  June 2005 - July 2005

Skills
English, Arabic, Farsi, Dari, Storytelling, Editing, Proofreading, Public Speaking, Research, Microsoft Office, Public Relations, Social Media, Investment Strategies, Retirement Planning, Financial Reporting, Client Development, Client Liaison, Production Managment, Strategic Financial..., Technical Writing, Speech Writing, Video Production, News Writing, Investigative Reporting, Broadcast Journalism, Live Broadcast, Broadcast Television, Breaking News, Social Media Marketing, Client Relations Skills, Journalists, Linguistics, Cultural Liaison, Middle Eastern Studies, Final Cut Pro, Finance, Non-linear Editing, Team Building, Foreign Languages, Accountability, Cost Basis Reporting, Consulting, Training, Mentoring, Recruiting, Microsoft Excel, Microsoft Word, Mac, Avid, Broadcast

Education
University of Houston   2003 — 2008
BA, Major: Broadcast Journalism Minor: Intl. Area Studies, Arabic, & Middle eastern Studies

Andrew Meselson Andrew Meselson Woodland Hills, California Details
Andrew Meselson's AXA Advisors, LLC Experience June 1997 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   June 1997 - Present
Lion Parts Exchange   March 1978 - December 1995
Los Angeles Unified School District  September 1971 - March 1978

Education
University of California, Los Angeles   1965 — 1970
BA, History

Patrick Morelli Patrick Morelli Greater Denver Area Details
Patrick Morelli's AXA Advisors, LLC Experience July 2007 - February 2009
Job Regional Investment Specialist at 361 Capital
Industry Financial Services
Experience
361 Capital  August 2011 - Present
Andrews Securities, LLC   January 2010 - September 2011
Arrow Performance Group  October 2008 - December 2009
AXA Advisors LLC  July 2007 - February 2009
Bonfils Blood Center  April 2006 - December 2007
Developmental Pathways  April 2004 - April 2006
Lipper  2000 - 2001

Skills
Investments, Asset Managment, Alternative Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Portfolio Management, Risk Management, Private Equity, Financial Advisory, Strategic Financial..., Finance

Education
University of Colorado at Denver   2007 — 2012
MBA, Marketing & Finance

Annette Lyon Annette Lyon Statesville, North Carolina Details
Annette Lyon's AXA Advisors, LLC Experience October 1998 - Present
Job Retirement Planning Specialist, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   October 1998 - Present
Annette Lyon CPA   August 1986 - Present
Mas Tec  1996 - 1998
Mckenzie Sports Products   1990 - 1996

Skills
Life Insurance Planning, Retirement Savings..., Retirement Income..., Estate Analysis and..., Long Term Care...

Education
University of North Carolina at Chapel Hill   1979 — 1983
Bachelor of Science (BS), Business with a Concentration in Accounting

Douglas Timmerman Douglas Timmerman San Diego, California Details
Douglas Timmerman's AXA Advisors, LLC Experience 2013 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   2013 - Present

Skills
Wealth Management, Customer Service, Financial Planning IAR, Investment Services, Investment Planning, Business Succession..., Business Succession..., Executive Benefits..., Executive Benefits..., Education Planning..., Long-Term Care Planning, Estate Planning..., Retirement Planning, Retirement Planning..., Retirement Planning..., Financial Services, Financial Strategies, Insurance Planning, Insurance Services, Insurance Strategies, Investment Advisory..., Annuity Services, Tax-Deferred Investment..., Tax-Efficient..., Client Education, Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Risk Management, Social Media

Education
University of Kentucky   2002 — 2006
BBA, Finance/Economics

Luis J. Soto, Jr., CFP® Luis J. Soto, Jr., CFP® Miami/Fort Lauderdale Area Details
Luis J. Soto, Jr., CFP®'s AXA Advisors, LLC Experience July 2004 - March 2007
Job Vice President at Global Insurance Solutions Group
Industry Financial Services
Experience
Global Insurance Solutions Group   October 2014 - Present
Eurocapital Advisors   January 2011 - Present
Alpha Genesis Capital Ltd.   January 2011 - Present
New England Financial  March 2007 - February 2011
AXA Advisors LLC  July 2004 - March 2007
Citigroup Private Bank  1996 - 2004

Skills
Financial Analysis, Strategic Financial..., Financial Risk, Strategic Planning, Business Strategy, Strategic Sourcing, Business Development, Business Analysis, Business Process..., Communication, Community Outreach, Employee Benefits, Succession Planning, Retirement, Customer Service, Insurance, Investments, Banking, Financial Services, 401k, Securities, Mergers & Acquisitions, Estate Planning, Financial Advisory, Fixed Annuities, Series 7, Investment Strategies, Mutual Funds, Risk Management, Financial Modeling, Fixed Income, Wealth Management, Corporate Finance, Credit, Series 63, Asset Management, Finance, Investment Advisory, Leadership, Portfolio Management, Retirement Planning, Private Banking, Alternative Investments, Equities, Asset Allocation, Business Planning, Financial Markets, Investment Management, Investment Banking, Hedge Funds

Education
University of Tampa - John H. Sykes College of Business   1988 — 1990
MBA, Business Administration

Universidad Autónoma de Santo Domingo   1982 — 1986
B.S., Economics

Colegio Santa Teresita

Leonard R. Sanchez Leonard R. Sanchez Albuquerque, New Mexico Area Details
Leonard R. Sanchez's AXA Advisors, LLC Experience October 2009 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   October 2009 - Present
Moss Adams, LLP  December 1993 - December 2008

Skills
Accounting, Strategic Financial..., Tax, CPA, GAAP, Financial Analysis

Education
The University of New Mexico   1964 — 1968
BBA, Accounting

Christopher (Shawn) Crumley Christopher (Shawn) Crumley Rocky Mount, North Carolina Details
Christopher (Shawn) Crumley's AXA Advisors, LLC Experience February 2006 - Present
Job Financial Professional at Sound Partners
Industry Financial Services
Experience
Sound Partners   August 2006 - Present
AXA Advisors, LLC   February 2006 - Present

Education
University of North Carolina at Chapel Hill   1991 — 1999
BA, Economics

Joseph Edmondson, CPA, CFP® Joseph Edmondson, CPA, CFP® Greater New York City Area Details
Joseph Edmondson, CPA, CFP®'s AXA Advisors, LLC Experience January 2007 - Present
Job Certified Financial Planner™ professional, Capital Management Group of New York
Industry Financial Services
Experience
Capital Managment Group of New York   April 2013 - Present
AXA Advisors LLC  January 2007 - Present
PricewaterhouseCoopers  2002 - 2006

Skills
Investments, Mutual Funds, Disability Insurance, Health Insurance, Estate Planning, College Savings Plans, IRA Rollovers, Simple IRA, Roth IRA, Pensions, Long Term Care, Life Insurance, Employee Benefits, Deferred Compensation, Buy-sell Agreements, Key Person Insurance, Business Continuity, Executive Bonus Plans, Charitable Giving..., ETFs, SMA, Fixed Annuities, Variable Annuities, Stocks, Bonds, Comprehensive Planning

Education
University at Albany, SUNY   1998 — 2002
BS, Accounting

Patrick Kearns Patrick Kearns Las Vegas, Nevada Area Details
Patrick Kearns's AXA Advisors, LLC Experience November 2005 - Present
Job Regional Vice President & Director of Retirement Benefits Group, Western Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   November 2005 - Present
AXA Advisors, LLC   August 2007 - Present
AXA Advisors, LLC   November 2004 - Present
AXA Advisors, LLC   November 2001 - Present

Skills
Retirement Planning, Employee Benefits, Annuities, Investment Strategies, Insurance Planning, Wealth Management, Financial Planning...

Education
University of Nevada-Las Vegas - College of Business   1996 — 2000
Bachelors, Finance

University of Pennsylvania - The Wharton School   2007 — 2007
Retirement Planning

Doug Mader Doug Mader Scottsbluff, Nebraska Details
Doug Mader's AXA Advisors, LLC Experience July 2002 - April 2003
Job Workforce Development Specialist at Western Nebraska Community College
Industry Education Management
Experience
Western Nebraska Community College  May 2011 - Present
Western Nebraska Community College  October 2009 - May 2011
Western Nebraska Community College  September 2008 - October 2009
Mader, Tschacher, Peterson Wealth Management, LLC   April 2003 - August 2008
AXA Advisors, LLC   July 2002 - April 2003
AXA Advisors  July 2000 - June 2002

Skills
Public Speaking, Coaching, Customer Service, Fundraising, Strategic Planning, Adult Education, Higher Education, Instructor-led Training, Training, Training Delivery, E-Learning, Community Outreach, Event Planning, Curriculum Design, Blended Learning, Learning Management, Program Development, Sales, Long-term Customer..., Leadership, Program Management, Staff Development, Organizational..., Grant Writing, Team Leadership, Management

Education
University of Nebraska-Lincoln   1998 — 2000
Master, Business Administration

University of Wyoming   1994 — 1998
Bachelor of Science, Business Administration

Audra Aguilar Audra Aguilar Foothill Ranch, California Details
Audra Aguilar's AXA Advisors, LLC Experience June 2010 - April 2011
Job BiLingual Enrollment Counselor at Univers Workplace Solutions
Industry Insurance
Experience
Univers Workplace Solutions  October 2014 - Present
Molina Healthcare, Inc.   April 2014 - September 2014
F & H Financial & Health Research Institute   February 2013 - February 2014
Anthem Blue Cross of California  April 2011 - February 2013
AXA Advisors, LLC   June 2010 - April 2011
KS Financial Advisors, affiliate of Kieckhafer, Schiffer & Co., LLP   June 2006 - April 2010
MetLife Investors, subsidiary of MetLife, Inc.   April 2001 - June 2006

Skills
Account Management, Customer Service, Inside Sales, Sales Operations, Project Coordination, Customer Relations, Healthcare Plans, Employee Benefits, Retirement Planning, Medicare, Financial Analysis, Data Analysis, Voluntary Benefits, Auxiliary Benefits, Financial Services, Life Insurance, Annuities, CRM Databases, Salesforce, Microsoft Excel, Microsoft Word

Education
University of La Verne   1995 — 1998
B.S. Business Administration, Business Finance

Andrea Chambers Ernst Andrea Chambers Ernst Cincinnati Area Details
Andrea Chambers Ernst's AXA Advisors, LLC Experience March 2010 - May 2011
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  July 2015 - Present
Touchstone Investments  February 2013 - Present
Fidelity Investments  July 2011 - January 2013
AXA Advisors, LLC   March 2010 - May 2011
Edward Jones  June 2009 - February 2010

Education
University of Cincinnati   2004 — 2009
Bachelor of Business Administration

University of Cincinnati College of Business   2004 — 2009

Jordan R. Bain, ChFC Jordan R. Bain, ChFC Cincinnati Area Details
Jordan R. Bain, ChFC's AXA Advisors, LLC Experience February 1992 - February 2012
Job VP Private Client Advisor
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A.   August 2014 - Present
AXA Advisors, LLC   February 1992 - February 2012
Contract Resource, Inc.   February 1986 - September 1989

Education
Trinity College-Hartford   1980 — 1984
BA, Theatre Arts

University of Illinois at Chicago   1989 — 1991
MBA, Finance, Marketing

American College   2001 — 2001
Chartered Financial Consultant, Financial Planning and Services

Woodberry Forest   1976 — 1980
College Prep

Robert Coleman IV Robert Coleman IV Greater Minneapolis-St. Paul Area Details
Robert Coleman IV's AXA Advisors, LLC Experience January 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   January 2012 - Present
ECHOtrade LLC  May 2011 - January 2012
Ameriprise Financial  October 2008 - March 2009
Ameriprise Financial  August 2006 - October 2008

Skills
Investments, Insurance, Options, Trading, Retirement Planning

Education
University of Minnesota-Twin Cities   2010 — 2012
Political Science

Thomas Jefferson High School   2002 — 2004

Brooklyn Center High School   2001 — 2002

Bill Besgen, Jr Bill Besgen, Jr Greater New York City Area Details
Bill Besgen, Jr's AXA Advisors, LLC Experience 2010 - 2012
Job Product Specialist at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds  2014 - Present
AXA Advisors, LLC   2010 - 2012
American Funds Distributors, Inc   2005 - 2009
Allstate  2004 - 2005
The Hartford  2002 - 2004
Wachovia Securities  1999 - 2002
Van Kampen Investments  1997 - 1999
DWS Investments  1994 - 1997

Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation

Education
The College of William and Mary - The Mason School of Business
MBA

University of Dayton
BA, Communications

Olga Faden Olga Faden Greater Philadelphia Area Details
Olga Faden's AXA Advisors, LLC Experience 2002 - 2005
Job Data Specialist at Moody's Economy.com
Industry Research
Experience
Moody's Economy.com   December 2005 - December 2009
RubinGoldman and Associates   2004 - 2005
Karr Barth Associates  2002 - 2005
AXA Advisors, LLC   2002 - 2005

Education
Temple University - Fox School of Business and Management   2002 — 2005

Peter Dizdar Peter Dizdar Greater New York City Area Details
Peter Dizdar's AXA Advisors, LLC Experience December 2011 - January 2015
Job Managing Director Real Estate & Wealth Management at Encore Enterprises
Industry Financial Services
Experience
Encore Enterprises  January 2015 - Present
AXA Advisors, LLC   December 2011 - January 2015
Markit  February 2008 - November 2011
American Home Mortgage  2006 - 2007
Fitch Ratings  2005 - 2006

Skills
Investments, Fixed Income, Securities, Finance, Capital Markets, Portfolio Management, Financial Modeling, Asset Management, Risk Management

Education
University at Buffalo   1995 — 1999
Bachelors, Finance

Sidney Ma, CFP® Sidney Ma, CFP® Greater Boston Area Details
Sidney Ma, CFP®'s AXA Advisors, LLC Experience December 2001 - Present
Job Experienced Financial Advisor
Industry Financial Services
Experience
AXA Advisors  December 2001 - Present
AXA Advisors, LLC   December 2001 - Present

Skills
Asset Allocation, Retirement Planning, Education Funding, Disability Income..., Estate Planning..., Retirement Distribution, Survivorship Planning, Business Planning

Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Indvidual Concentration and Second Major in Chinese

Anuj Rihal, CLCS Anuj Rihal, CLCS Greater New York City Area Details
Anuj Rihal, CLCS's AXA Advisors, LLC Experience January 2009 - December 2012
Job Anuj Rihal, CLCS
Industry Insurance
Experience
Integrated Brokerage Services, Inc.   January 2012 - Present
AXA Advisors, LLC   January 2009 - December 2012

Skills
Problem Solving, Risk Management, Health Insurance, Commercial Insurance, Customer Retention, Customer Service, Employee Benefits, Long Term Care Insurance, Series 7, Disability Insurance, Insurance, Finance, Strategic Planning, Asset Management, Management, 401k, Fixed Annuities, Life Insurance, Investments, Estate Planning, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Pensions, Underwriting, Financial Services, Long-term Care, Securities, Property & Casualty..., Financial Analysis, Portfolio Management, Retirement Planning, Financial Risk, IRAs, Financial Planners, Series 63, Mortgage Lending, Relationship Management, Fixed Income, Series 6, Funding, Financial Planning

Education
State University of New York at Albany   2005 — 2009
Bachelor of Business Administration (BBA), School of Business, Major in Accounting

Andrew Andersen Andrew Andersen Greater Chicago Area Details
Andrew Andersen's AXA Advisors, LLC Experience May 2007 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Prizm Financial Advisors, Inc   February 2015 - Present
Goldman Sachs  July 2013 - January 2015
AXA Advisors LLC  May 2007 - June 2013
Butterfield Country Club  May 1997 - May 2007

Skills
Investments, Financial Modeling, Finance, Insurance, Financial Analysis, Equities, Wealth Management, Public Relations, Series 7, Strategic Financial..., Mutual Funds, Networking, Retirement Planning, Wholesale

Education
University of Illinois at Urbana-Champaign   2003 — 2007

David Alper, Esq. David Alper, Esq. Greater New York City Area Details
David Alper, Esq.'s AXA Advisors, LLC Experience January 2008 - August 2009
Job Staff Attorney at Labaton Sucharow LLP
Industry Legal Services
Experience
Labaton Sucharow LLP  January 2015 - July 2015
Legal Support Personel   December 2013 - January 2015
Labaton Sucharow LLP  September 2013 - November 2013
FTI Acuity   May 2013 - August 2013
Cooley LLP  December 2012 - February 2013
DLA PIPER  June 2012 - September 2012
Clutch Group, LLC  November 2011 - June 2012
Levi & Korsinsky, LLP   April 2011 - November 2011
First New York Securities, LLC  2009 - June 2010
AXA ADVISORS LLC  January 2008 - August 2009

Skills
Securities, Fixed Income, Bonds, Hedge Funds, Capital Markets, Options, Series 7, Trading, Prime Brokerage, Financial Markets, Equities, Bloomberg, Trading Systems, Derivatives, Swaps, Corporate Finance, Investments, Private Equity, Investment Management, Finance, Foreign Exchange, Treasury, FINRA, Management, Project Management, Valuation, Mutual Funds, Due Diligence, Leadership, Mergers & Acquisitions, Investment Banking

Education
University of the District of Columbia - The David A. Clarke School of Law   1981 — 1984
JD, Law

Tulane University   1976 — 1980
BA, History, Political Science

Horace Mann H.S.   1965 — 1976

Douglas Murdock Douglas Murdock Winston Salem, North Carolina Details
Douglas Murdock's AXA Advisors, LLC Experience July 2013 - December 2013
Job Capital Bank NA
Industry Real Estate
Experience
Capital Bank NA  January 2015 - Present
Elite Builder Realty Services, LLC   October 2008 - Present
Live Oak Realty Development, LLC   February 2006 - Present
AXA Advisors, LLC   July 2013 - December 2013
University of North Carolina at Charlotte  June 2009 - July 2013
UNC Charlotte - Student Managed Investment Fund   August 2012 - May 2013
NewDominion Bank  August 2012 - December 2012
Coldwell Banker United, Realtors  August 2006 - November 2008
Dominion Electric, Inc.   April 1997 - November 2008
International Brotherhood of Electrical Workers  August 1979 - October 1997

Education
University of North Carolina at Charlotte   2011 — 2013
BSBA Finance, Accounting and Finance, 4.0/4.0

University of Iowa   1986 — 1988
Pre-Engineering

Gary Tirabasso Gary Tirabasso Los Angeles, California Details
Gary Tirabasso's AXA Advisors, LLC Experience July 2002 - June 2007
Job Associate Insurance Compliance Officer at California Department of Insurance
Industry Government Relations
Experience
California Department of Insurance  November 2013 - Present
Self Employed  January 2009 - November 2013
Ward Aguilar Financial   September 2007 - December 2008
AXA Advisors, LLC   July 2002 - June 2007
SupplyAccess   May 2000 - February 2001
Orion & Viking Insurance   March 1997 - May 2000

Skills
Insurance, Strategic Financial..., Wealth Management, Retirement, Life Insurance, Training, Disability Insurance, Wealth, Financial Services, Management, Pensions, Small Business

Education
University of California, Irvine   2000 — 2003
Bachelor's degree, History

University of California, Irvine   1990 — 1993
BA, History

Marques Johnson Marques Johnson Oak Brook, Illinois Details
Marques Johnson's AXA Advisors, LLC Experience September 2011 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC   September 2011 - Present
JPMorgan Chase  September 2007 - September 2011

Education
University of Illinois at Urbana-Champaign   2002 — 2006

Glenbard South High School   1998 — 2002

Erol Woods Erol Woods Orange County, California Area Details
Erol Woods's AXA Advisors, LLC Experience January 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC   January 2012 - Present
Phoenix Life/Saybrus Partners   2001 - 2011
Pacific Life  2000 - 2001

Skills
New Business Development, Wealth Management, Strategic Financial..., Financial Advisory, Customer Service, Recruiting, Customer Retention, Sales Management, Financial Analysis, Public Speaking, Sales, Risk Management, Financial Modeling, Team Building, Business Development, Asset Management, Deferred Compensation..., Invididual and..., Group presentations, Management Training and..., Investment Planning, Investment Services, Insurance Planning, Insurance Services, Insurance Strategies, Estate Planning..., Business Planning..., Long Term Care Planning..., Wealth Preservation..., Estate Conservation..., Employee Benefits

Education
The Ohio State University   1977 — 1981
B.A., Philosophy, French

Michael A. Ducore Michael A. Ducore Greater New York City Area Details
Michael A. Ducore's AXA Advisors, LLC Experience September 1975 - Present
Job Director at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC  September 1975 - Present

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Life Insurance..., Investment Strategies, Estate Planning...

Education
The American College   1990 — 1993
MSFS, Financial Services

The American College
ChFC

The American College
CLU, Actuarial Science

The College of Insurance   1975 — 1980
BS, Actuarial Science

Amy Henry Amy Henry Delray Beach, Florida Details
Amy Henry's AXA Advisors, LLC Experience November 2013 - August 2014
Job Rollover Specialist
Industry Investment Management
Experience
Mutual of America  April 2015 - Present
Spartan Promotional Group  January 2001 - Present
HealthPartners HQ   September 2014 - January 2015
AXA Advisors, LLC   November 2013 - August 2014
McGough & Associates, Inc.   September 2008 - November 2013
Paper Warehouse  January 2001 - January 2002

Skills
Strategic Financial..., Retirement Planning, Investment Management, Asset Protection..., Working with Small &..., College Savings Plans, Tax Savings Strategies, Hold Series 7, Hold Series 66, MN Life Insurance..., Comprehensive Wealth..., Annuities, Alternative Investments, Workers Compensation, 401k Rollovers, Account Management, Customer Service, Human Resources

Education
University of Minnesota-Duluth   1983 — 1988
Bachelor of Arts (B.A.), Political Science

Eden Prairie High School

George Wilburn III George Wilburn III Cincinnati Area Details
George Wilburn III's AXA Advisors, LLC Experience July 1998 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC   July 1998 - Present
AXA Advisors  January 2009 - December 2012

Skills
Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Finance, Investments, Series 7, 401k, Wealth Management, Life Insurance, Financial Planning, Budgets, Retirement, Strategic Planning

Education
University of Kentucky   1983 — 1987
BASW, Social Work, Special Education

Ravi Lakhani Ravi Lakhani Greater Chicago Area Details
Ravi Lakhani's AXA Advisors, LLC Experience October 2008 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC   October 2008 - Present

Education
University of Illinois at Chicago   2001 — 2003
MBA, Marketing/Health Administration

Mitchell Lewe Mitchell Lewe Greater Chicago Area Details
Mitchell Lewe's AXA Advisors, LLC Experience April 1974 - Present
Job Secretary and Treasurer at AML GROUP, LTD
Industry Insurance
Experience
AML GROUP, LTD   January 1983 - Present
AXA Advisors, LLC   April 1974 - Present

Skills
Life Insurance, Health Insurance, Strategic Planning, Employee Benefits, Disability Income..., Long-term Care, Fixed Annuities, Disability Insurance, Retirement Planning, Insurance

Education
University of Denver   1970 — 1972
Bachelor of Arts (BA), Speech Communications

Abigail Ranschau, JD, LLM, MBA, MA Abigail Ranschau, JD, LLM, MBA, MA Rock Valley, Iowa Details
Abigail Ranschau, JD, LLM, MBA, MA's AXA Advisors, LLC Experience January 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC   January 2014 - Present
Williams & Company, P.C.   November 2012 - January 2014
Tax Law Office, P.A.   September 2010 - May 2011
Eide Bailly LLP  May 2008 - July 2009
Michigan State Attorney General's Office   May 2007 - April 2008

Skills
Estate Planning, Business Succession..., Wealth Management, Life Insurance Analysis, Financial Needs Analysis, Investment Advisory..., Retirement Planning, Personal Finance...

Education
The University of South Dakota
Master of Arts (MA), Political Science

Western Michigan University   2005 — 2008
JD, LLM in Taxation, Law

The University of South Dakota   2002 — 2005
BSBA, MBA, Business Finance

Frances Patricia Orellana Frances Patricia Orellana Greater New York City Area Details
Frances Patricia Orellana's AXA Advisors, LLC Experience February 2008 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors LLC  February 2008 - Present
Wilmington Trust  May 2003 - December 2007
Mediacom / Grey Advertising   October 2001 - April 2003
Morgan Stanley Dean Witter  June 1998 - August 2000

Skills
Investment Strategies, Retirement Planning

Education
University of Maryland College Park
Bachelor of Science, Business: Finance and Marketing

Randall Becker Randall Becker Baltimore, Maryland Area Details
Randall Becker's AXA Advisors, LLC Experience May 2012 - May 2015
Job Financial Professional Consultant at Prudential Advisors
Industry Investment Management
Experience
Prudential Advisors  May 2015 - Present
Axa Advisors, LLC   May 2012 - May 2015
Signature Financial Partners, LLC / John Hancock   September 2008 - May 2012
Baywood Farm, Inc.   March 1990 - April 2002

Skills
Retirement Planning, Fixed Annuities, IRAs, Long Term Care Insurance, Retirement, Insurance, Estate Planning, Long-term Care, Disability Insurance, Strategic Financial..., Mutual Funds, 401k Rollovers, Financial Planners, Financial Planning

Education
University of Denver   1978 — 1982
Social Sciences and Business Management

Bill Rogge Bill Rogge Dallas/Fort Worth Area Details
Bill Rogge's AXA Advisors, LLC Experience January 1999 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   January 1999 - Present

Skills
Investment Management, Retirement Planning, Insurance Strategies

Education
Texas Tech University   1972 — 1976
BBA, Finance

Paul Baldino Paul Baldino Milwaukee, Wisconsin Details
Paul Baldino's AXA Advisors, LLC Experience September 2012 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   September 2012 - Present
Milwaukee Marble & Granite Co.   July 2005 - December 2011
London Fog  1992 - 2000

Skills
Management, Sales, Strategic Planning, Portfolio Management, Team Building, Leadership, Retirement Planning, Financial Planning, Insurance Planning

Education
SUNY Albany   1981 — 1985
Bachelor of Science (B.S.), Mathematics

Grant Snyder Grant Snyder Greater Chicago Area Details
Grant Snyder's AXA Advisors, LLC Experience January 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC   January 2009 - Present
Cantigny Golf Course   2008 - 2009
University of Iowa Women's Basketball   June 2004 - May 2008
University of Iowa Finkbine Golf Course   June 2004 - September 2007

Skills
Series 7, Series 66

Education
University of Iowa   2004 — 2008
Bachelors, Communications

University of Iowa   2004 — 2008
B.A, Communication Studies

Gabriel E. Gonzalez Gabriel E. Gonzalez Scottsdale, Arizona Details
Gabriel E. Gonzalez's AXA Advisors, LLC Experience August 2012 - March 2013
Job Financial Advisor at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America  May 2013 - Present
AXA Advisors, LLC   August 2012 - March 2013
DMI Real Estate Solutions   January 2010 - March 2012
Vector Marketing  September 2009 - November 2010
American Home Mortgage Corp  January 2008 - June 2009

Skills
Investment Properties, Real Estate, Investors, Investments, Lease Options, Residential Homes, Retirement Planning, Retirement Benefits, College Savings Plans, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Savings, Estate Planning, Business Planning, Employee Benefits, Financial Services, Financial Markets, Financial Advisory, Short Sales, Stocks, Bonds, Variable Annuities, salary allotment plans, 401k, IRAs, Roth IRA, Insurance Brokerage, Financial Analysis, Investment Strategies, Finance, Loans, Leadership, Fixed Annuities, Securities, Sales, Long-term Care, Personal Finance, Retirement, Small Business, Strategic Financial..., Mutual Funds, Investment Advisory, Mortgage Lending, Wealth

Education
University of Arizona   2006 — 2010
Bachelor of Arts (B.A.), Anthropology

Sahuaro High School   2002 — 2005

Commonwealth High School   2001 — 2002

Andrew Rhoads Andrew Rhoads Grand Junction, Colorado Area Details
Andrew Rhoads's AXA Advisors, LLC Experience March 2009 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   March 2009 - Present

Education
University of Missouri-Columbia   2001 — 2003
Business Marketing & Management

Alethea Johnson Alethea Johnson Greater Atlanta Area Details
Alethea Johnson's AXA Advisors, LLC Experience September 2002 - April 2004
Job Peoplesoft Financials Business Analyst at Randstad USA
Industry Information Technology and Services
Experience
Randstad USA  August 2012 - Present
PRGX  January 2012 - July 2012
HCC Life Insurance Company  October 2011 - December 2011
Carter, Terry & Co., Inc.   May 2004 - September 2006
AXA Advisors LLC  September 2002 - April 2004
Bank of America  September 1999 - August 2002
Wells Fargo  November 1994 - September 1999

Skills
Auditing, Account Reconciliation, Financial Reporting, Internal Controls, SEC filings, Contract Management, GAAP, Performance Improvement, Risk Management, Banking, Accounting, Access, File Management, Finance, Insurance

Education
University of California, Berkeley   1989 — 1994
B.A., Legal Studies

Dominic Cincogrono Dominic Cincogrono Greater New York City Area Details
Dominic Cincogrono's AXA Advisors, LLC Experience September 2007 - September 2009
Job Financial Advisor at National Financial Network
Industry Financial Services
Experience
National Financial Network LLC   September 2009 - Present
AXA Advisors LLC  September 2007 - September 2009
AllianceBernstein LLC   January 2007 - September 2007
American Stock Exchange  July 2006 - December 2006

Education
The George Washington University
B.B.A. 2005, International Business

Sebastian Levy Sebastian Levy Miami/Fort Lauderdale Area Details
Sebastian Levy's AXA Advisors, LLC Experience January 2005 - December 2005
Job Vice President at Banco Sabadell
Industry Banking
Experience
Banco Sabadell  November 2013 - Present
Private Banking - Lloyds TSB Bank   January 2009 - Present
Corporate Markets - Lloyds TSB Bank   August 2008 - December 2008
Investment Advisory Group - Lloyds TSB Bank   January 2006 - December 2008
Axa Advisors, LLC   January 2005 - December 2005

Skills
Asset Management, Banking, Credit, Derivatives, Equities, FX Options, Financial Markets, Financial Services, Investment Banking, Investments, Management, Portfolio Management, Private Banking, Relationship Management, Structured Products, Team Leadership, Wealth Management, Wealth Management...

Education
Thunderbird School of Global Management
Global MBA

Brooklyn College
B.S, Finance and Business Management

Chartered Financial Analyst® Institute

Ji Yeon Kang Ji Yeon Kang Jericho, New York Details
Ji Yeon Kang's AXA Advisors, LLC Experience May 2013 - August 2013
Job Graduated Boston College (Carroll School of Management)
Industry Financial Services
Experience
AXA Advisors, LLC   May 2013 - August 2013
New York State Assembly  June 2012 - August 2012
Incheon Port Authority   June 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Economics, Data Analysis, Research, Teamwork, Social Media, Spanish

Education
Boston College   2010 — 2014
Bachelor of Science (BS), General Management (Finance, Marketing), Economics

Universidad Complutense de Madrid   2012 — 2013
Bachelor of Science (BS), Economia, Junior (Fall)

Bennie Greene Bennie Greene Morganton, North Carolina Details
Bennie Greene's AXA Advisors, LLC Experience August 1977 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC   August 1977 - Present

Education
University of Alaska Anchorage   1970 — 1973
Bachelor of Applied Science (B.A.Sc.), Accounting

Western Piedmont Community College   1966 — 1968
Associate of Arts and Sciences (A.A.S.), Accounting and Finance

Vincent Maimone, CFP® Vincent Maimone, CFP® Greater Philadelphia Area Details
Vincent Maimone, CFP®'s AXA Advisors, LLC Experience October 2009 - Present
Job Partner at The Philadelphia Wealth Management Co.
Industry Financial Services
Experience
The Philadelphia Wealth Management Co.   January 2015 - Present
AXA Advisors, LLC   October 2009 - Present

Skills
Estate Planning, Series 7, IRA Strategies, Annuity Sales, Investment Strategies, Mutual Fund Strategies, 401k Rollovers, Insurance Strategies, Roth IRA Strategies, Wealth Management, Strategic Financial..., Retirement Benefit..., Pension Maximization, Security Strategies

Education
Temple University - Fox School of Business and Management   2006 — 2009
Bachelor of Arts (BA), Finance, General

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