AXA Advisors, LLC
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AXA Advisors, LLC Employees
Employee
Years
Job
Industry
Erin Hayes Erin Hayes's AXA Advisors, LLC Experience July 2007 - June 2009
Job Owner & CIO at Enquire Solutions
Industry Information Technology and Services
Experience
Enquire Solutions April 2012 - Present
Lockheed Martin March 2012 - May 2012
Lockheed Martin June 2009 - March 2012
AXA Advisors, LLC. July 2007 - June 2009
Skills
Strategic Financial..., Financial Modeling, Financial Accounting, Due Diligence, Cost Accounting, Cloud Computing, Information Technology, Call Center Development, Start-ups, New Business Development, Entrepreneurship, Project Management, Accounting
Education
University of Denver - Daniels College of Business 2007 — 2009
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance, General
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelors, Marketing
Enquire Solutions April 2012 - Present
Lockheed Martin March 2012 - May 2012
Lockheed Martin June 2009 - March 2012
AXA Advisors, LLC. July 2007 - June 2009
Skills
Strategic Financial..., Financial Modeling, Financial Accounting, Due Diligence, Cost Accounting, Cloud Computing, Information Technology, Call Center Development, Start-ups, New Business Development, Entrepreneurship, Project Management, Accounting
Education
University of Denver - Daniels College of Business 2007 — 2009
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance, General
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelors, Marketing
S. Paul Webb S. Paul Webb's AXA Advisors, LLC Experience 2009 - Present
Job Partner, Retirement Planning Specialist at Cascade Wealth Strategies
Industry Financial Services
Experience
Cascade Wealth Strategies 2011 - Present
AXA Advisors, LLC 2009 - Present
Wells Fargo Financial 2006 - 2009
Wells Fargo Financial July 2006 - January 2008
Nordstrom June 2005 - June 2006
Enterprise Rent-A-Car June 2004 - April 2005
Skills
Tax-Efficient Investing..., Tax Deferred Investment..., Microsoft Benefits and..., Financial Planning, Wealth Management, Investment Services, Insurance Strategies, Insurance Planning, Retirement Planning, College Education..., Estate Conservation..., IRA distribution..., 401(k) Distribution..., Wealth Preservation..., Client Education, Investment Planning, Risk Management, Long term care planning...
Education
University of Pennsylvania - The Wharton School
Retirement Plannng Specialist, Finance, General
University of Washington 2002 — 2006
BA Economics, Economics, Finance
Issaquah High School 1999 — 2002
Cascade Wealth Strategies 2011 - Present
AXA Advisors, LLC 2009 - Present
Wells Fargo Financial 2006 - 2009
Wells Fargo Financial July 2006 - January 2008
Nordstrom June 2005 - June 2006
Enterprise Rent-A-Car June 2004 - April 2005
Skills
Tax-Efficient Investing..., Tax Deferred Investment..., Microsoft Benefits and..., Financial Planning, Wealth Management, Investment Services, Insurance Strategies, Insurance Planning, Retirement Planning, College Education..., Estate Conservation..., IRA distribution..., 401(k) Distribution..., Wealth Preservation..., Client Education, Investment Planning, Risk Management, Long term care planning...
Education
University of Pennsylvania - The Wharton School
Retirement Plannng Specialist, Finance, General
University of Washington 2002 — 2006
BA Economics, Economics, Finance
Issaquah High School 1999 — 2002
Brian A. Cass Brian A. Cass's AXA Advisors, LLC Experience December 2013 - Present
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC. December 2013 - Present
AXA Advisors, LLC. August 2009 - November 2013
State Farm August 2008 - May 2009
Education
Stephen F. Austin State University 2005 — 2009
Bachelor's degree, Finance, General
AXA Advisors, LLC. December 2013 - Present
AXA Advisors, LLC. August 2009 - November 2013
State Farm August 2008 - May 2009
Education
Stephen F. Austin State University 2005 — 2009
Bachelor's degree, Finance, General
James A. Nelson James A. Nelson's AXA Advisors, LLC Experience June 2011 - July 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA August 2013 - Present
Arizona Army National Guard February 2014 - Present
AXA Advisors, LLC. June 2011 - July 2013
U-Haul International, Inc. May 2010 - September 2010
Sprouts Farmers Market January 2010 - June 2010
Driving Force Automotive December 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Customer Service, PowerPoint, Community Outreach, Leadership, Insurance, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Bachelor of Arts (B.A.), Business Administration and Sustainability
Chandler/Gilbert Community College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Universal Technical Institute of Arizona Inc 2001 — 2002
Associate of Occupational Studies, Automotive Technology
USAA August 2013 - Present
Arizona Army National Guard February 2014 - Present
AXA Advisors, LLC. June 2011 - July 2013
U-Haul International, Inc. May 2010 - September 2010
Sprouts Farmers Market January 2010 - June 2010
Driving Force Automotive December 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Customer Service, PowerPoint, Community Outreach, Leadership, Insurance, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Bachelor of Arts (B.A.), Business Administration and Sustainability
Chandler/Gilbert Community College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Universal Technical Institute of Arizona Inc 2001 — 2002
Associate of Occupational Studies, Automotive Technology
Shana Won, CFP® , CLU Shana Won, CFP® , CLU's AXA Advisors, LLC Experience August 2002 - August 2007
Job Financial Consultant at Shuster Financial Group, LLC
Industry Financial Services
Experience
Shuster Financial Group, LLC August 2007 - Present
AXA Advisors, LLC August 2002 - August 2007
AXA Advisors, LLC January 1993 - August 2002
AXA Equitable 1986 - 1993
Skills
Retirement Planning, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California Los Angeles 1979 — 1983
BA, Sociology and Psychology
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Shuster Financial Group, LLC August 2007 - Present
AXA Advisors, LLC August 2002 - August 2007
AXA Advisors, LLC January 1993 - August 2002
AXA Equitable 1986 - 1993
Skills
Retirement Planning, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California Los Angeles 1979 — 1983
BA, Sociology and Psychology
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Jordan Colman Jordan Colman's AXA Advisors, LLC Experience March 2011 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC March 2011 - Present
AXA Advisors, LLC. February 2011 - Present
Skills
Wealth Management, Investment Strategies, Personal Financial..., Long Term Care Planning..., Retirement Planning...
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.), Economics
AXA Advisors, LLC March 2011 - Present
AXA Advisors, LLC. February 2011 - Present
Skills
Wealth Management, Investment Strategies, Personal Financial..., Long Term Care Planning..., Retirement Planning...
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.), Economics
John Yacoubian John Yacoubian's AXA Advisors, LLC Experience January 2007 - January 2009
Job Executive Vice President at AXA Advisors / Managing Partner of The Business Strategies Group of Southern California
Industry Financial Services
Experience
AXA Advisors February 2009 - Present
AXA Advisors, LLC January 2007 - January 2009
AXA Advisors, LLC July 2005 - December 2006
AXA Advisors. LLC April 2002 - June 2005
AXA Advisors, LLC January 1999 - March 2002
Skills
Investment Advisory, Non-Qualified Deferred..., Salary Review, Executive Protection, Retirement Planning, Risk Management, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners
Education
University of Scranton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
University of Scranton 1994 — 1998
BS, Finance and Financial Management Services
AXA Advisors February 2009 - Present
AXA Advisors, LLC January 2007 - January 2009
AXA Advisors, LLC July 2005 - December 2006
AXA Advisors. LLC April 2002 - June 2005
AXA Advisors, LLC January 1999 - March 2002
Skills
Investment Advisory, Non-Qualified Deferred..., Salary Review, Executive Protection, Retirement Planning, Risk Management, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners
Education
University of Scranton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
University of Scranton 1994 — 1998
BS, Finance and Financial Management Services
Drew McKeithan, AIS, API, AINS Drew McKeithan, AIS, API, AINS's AXA Advisors, LLC Experience June 2008 - September 2009
Job Insurance Broker at Allen Tate Insurance
Industry Insurance
Experience
Allen Tate Insurance September 2009 - Present
AXA Advisors, LLC June 2008 - September 2009
Auto-Owners Insurance Company May 2006 - June 2008
United States Navy August 1998 - July 2002
Skills
Umbrella Insurance, Automobile, Insurance, Commercial Real Estate, Homeowners, Mortgage Banking, Underwriting, Selling, Claim, Customer Satisfaction, Customer Service, Disability Insurance, Finance, Health Insurance, Life Insurance, Property, Real Estate, Risk Management, Long-term Care, New Home Sales, Time Management, Property, Sales, Property & Casualty...
Education
North and South Carolina Property & Casualty Agent 2009 — 2009
Superior School of Real Estate 2007 — 2007
Broker, Real Estate
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
Finance, Risk Management & Insurance
Allen Tate Insurance September 2009 - Present
AXA Advisors, LLC June 2008 - September 2009
Auto-Owners Insurance Company May 2006 - June 2008
United States Navy August 1998 - July 2002
Skills
Umbrella Insurance, Automobile, Insurance, Commercial Real Estate, Homeowners, Mortgage Banking, Underwriting, Selling, Claim, Customer Satisfaction, Customer Service, Disability Insurance, Finance, Health Insurance, Life Insurance, Property, Real Estate, Risk Management, Long-term Care, New Home Sales, Time Management, Property, Sales, Property & Casualty...
Education
North and South Carolina Property & Casualty Agent 2009 — 2009
Superior School of Real Estate 2007 — 2007
Broker, Real Estate
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
Finance, Risk Management & Insurance
Julia Parks, MBA, CFP®, CLU, ChFC, RICP Julia Parks, MBA, CFP®, CLU, ChFC, RICP's AXA Advisors, LLC Experience June 2009 - Present
Job Regional Vice President / District Manager
Industry Financial Services
Experience
AXA Advisors, LLC June 2009 - Present
AXA Advisors, LLC January 2003 - May 2009
Skills
Financial Planning, Wealth Management, Financial Services, Leadership, Team Management, Team Building, Retirement Planning, Investments, Finance, Retirement, Financial Advisory, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management, Investment Strategies, Strategic Planning, Investment Management, Wealth Management..., Investment Advisory
Education
University of South Carolina - The Moore School of Business 2000 — 2002
International Master of Business Administration (MBA), Thematic Specialization in Finance, Overall GPA: 3.94/4.0
AXA Advisors, LLC June 2009 - Present
AXA Advisors, LLC January 2003 - May 2009
Skills
Financial Planning, Wealth Management, Financial Services, Leadership, Team Management, Team Building, Retirement Planning, Investments, Finance, Retirement, Financial Advisory, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management, Investment Strategies, Strategic Planning, Investment Management, Wealth Management..., Investment Advisory
Education
University of South Carolina - The Moore School of Business 2000 — 2002
International Master of Business Administration (MBA), Thematic Specialization in Finance, Overall GPA: 3.94/4.0
Ashley Lown Ashley Lown's AXA Advisors, LLC Experience June 2013 - August 2014
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
AXA Advisors LLC June 2013 - August 2014
Aramark at High Point University February 2010 - May 2013
AML Consulting January 2007 - June 2010
Tadpoles-- Unique Showroom for Children July 1998 - February 2007
Wachovia Bank November 1994 - July 1998
Skills
Customer Service, Public Speaking, Marketing Strategy, Retirement Planning, Life Insurance, Succession Strategies
Education
University of North Carolina at Greensboro 1985 — 1990
BS Business Management/Marketing, Accounting and Finance
MetLife August 2014 - Present
AXA Advisors LLC June 2013 - August 2014
Aramark at High Point University February 2010 - May 2013
AML Consulting January 2007 - June 2010
Tadpoles-- Unique Showroom for Children July 1998 - February 2007
Wachovia Bank November 1994 - July 1998
Skills
Customer Service, Public Speaking, Marketing Strategy, Retirement Planning, Life Insurance, Succession Strategies
Education
University of North Carolina at Greensboro 1985 — 1990
BS Business Management/Marketing, Accounting and Finance
David Kantrowitz's AXA Advisors, LLC Experience March 2012 - June 2013
Job Key Account Manager at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI July 2013 - April 2015
AXA Advisors, LLC. March 2012 - June 2013
Self-employed July 2011 - January 2012
Skills
Retirement planning,..., mutual funds, Separately Managed..., Asset Allocation, Management, Investments, Strategic Planning, Analysis, Research, Strategic Financial..., Policy, Portfolio Management, Finance, Retirement Planning
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Management and political science
SEI April 2015 - Present
SEI July 2013 - April 2015
AXA Advisors, LLC. March 2012 - June 2013
Self-employed July 2011 - January 2012
Skills
Retirement planning,..., mutual funds, Separately Managed..., Asset Allocation, Management, Investments, Strategic Planning, Analysis, Research, Strategic Financial..., Policy, Portfolio Management, Finance, Retirement Planning
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Management and political science
Robert Spagiare Robert Spagiare's AXA Advisors, LLC Experience January 1980 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 1980 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Risk Management, Retirement Income..., Investment Planning, Insurance Planning, Asset Management..., Portfolio Management..., Mutual Fund Services, Financial Analysis..., Asset Management..., Portfolio Management...
Education
University of Pittsburgh
AXA Advisors, LLC January 1980 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Risk Management, Retirement Income..., Investment Planning, Insurance Planning, Asset Management..., Portfolio Management..., Mutual Fund Services, Financial Analysis..., Asset Management..., Portfolio Management...
Education
University of Pittsburgh
Travis L. White Travis L. White's AXA Advisors, LLC Experience July 2010 - May 2012
Job Wealth Advisor @ Yadkin Wealth / Yadkin Bank (formerly VantageSouth Bank/East Carolina Bank)
Industry Investment Management
Experience
Yadkin Bank August 2014 - Present
Convergent Wealth Management May 2012 - July 2014
AXA Advisors, LLC July 2010 - May 2012
Roger G. Taylor & Associates July 2010 - October 2011
Skills
FINRA Series 7, FINRA Series 66, Investment Advisory..., NC Life & Health & LTC
Education
University of North Carolina at Wilmington 2006 — 2009
Cameron School of Business - Finance
Yadkin Bank August 2014 - Present
Convergent Wealth Management May 2012 - July 2014
AXA Advisors, LLC July 2010 - May 2012
Roger G. Taylor & Associates July 2010 - October 2011
Skills
FINRA Series 7, FINRA Series 66, Investment Advisory..., NC Life & Health & LTC
Education
University of North Carolina at Wilmington 2006 — 2009
Cameron School of Business - Finance
Michelle D. Powell Michelle D. Powell's AXA Advisors, LLC Experience June 2015 - Present
Job Compliance Lead Associate Branch Controls at AXA
Industry Financial Services
Experience
AXA Advisors, LLC. June 2015 - Present
Frisco Athletic Network, Inc. (dba) LoneStar Volleyball October 2014 - Present
AXA Advisors, LLC. August 2011 - June 2015
AXA Advisors, LLC. November 2007 - July 2011
AXA Advisors, LLC. August 2005 - October 2007
Choate Irrigation USA April 2002 - July 2005
Skills
Recruiting, College Recruiting, Social Media, Internet Recruiting, Leadership, Public Speaking, Applicant Tracking..., Coaching, Interviews, Onboarding, Training, Sourcing, Research, Strategy, Leadership Development, Hiring, Negotiation, Social Networking, Thought Partner, Management, Customer Service, Time Management
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Arts (BA), Economics
Dallas County Community College 2006 — 2011
Associates of Arts, General Studies, 3.9
AXA Advisors, LLC. June 2015 - Present
Frisco Athletic Network, Inc. (dba) LoneStar Volleyball October 2014 - Present
AXA Advisors, LLC. August 2011 - June 2015
AXA Advisors, LLC. November 2007 - July 2011
AXA Advisors, LLC. August 2005 - October 2007
Choate Irrigation USA April 2002 - July 2005
Skills
Recruiting, College Recruiting, Social Media, Internet Recruiting, Leadership, Public Speaking, Applicant Tracking..., Coaching, Interviews, Onboarding, Training, Sourcing, Research, Strategy, Leadership Development, Hiring, Negotiation, Social Networking, Thought Partner, Management, Customer Service, Time Management
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Arts (BA), Economics
Dallas County Community College 2006 — 2011
Associates of Arts, General Studies, 3.9
Amy Barhorst, CPA Amy Barhorst, CPA's AXA Advisors, LLC Experience July 2009 - December 2009
Job Contract Accountant/Business Analyst at Directed Action, Inc.
Industry Accounting
Experience
Directed Action, Inc. July 2010 - Present
SBS Unlimited, Inc. January 2010 - June 2010
AXA Advisors, LLC. July 2009 - December 2009
Toyota December 2005 - May 2009
Delta AirElite Business Jets July 2004 - December 2005
Clark, Schaefer, Hackett & Co. November 2000 - July 2004
State of Ohio June 2000 - November 2000
Franciscan Health System February 1995 - June 2000
Skills
Financial Analysis, Intuition, Calming, Patience, Leadership, Financial Reporting, Consolidated Reporting, General Ledger, Accounts Receivable, Tax, Accounting, CPA, Auditing, Finance, Journal Entries
Education
Wright State University 1998 — 2000
Bachelor, Accounting and Finance
Sinclair Community College 1993 — 1995
Associate, Respiratory Care
Directed Action, Inc. July 2010 - Present
SBS Unlimited, Inc. January 2010 - June 2010
AXA Advisors, LLC. July 2009 - December 2009
Toyota December 2005 - May 2009
Delta AirElite Business Jets July 2004 - December 2005
Clark, Schaefer, Hackett & Co. November 2000 - July 2004
State of Ohio June 2000 - November 2000
Franciscan Health System February 1995 - June 2000
Skills
Financial Analysis, Intuition, Calming, Patience, Leadership, Financial Reporting, Consolidated Reporting, General Ledger, Accounts Receivable, Tax, Accounting, CPA, Auditing, Finance, Journal Entries
Education
Wright State University 1998 — 2000
Bachelor, Accounting and Finance
Sinclair Community College 1993 — 1995
Associate, Respiratory Care
Benjamin Slone's AXA Advisors, LLC Experience May 2013 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2013 - Present
Royal Caribbean International June 2012 - July 2012
Nelson Mullins June 2011 - August 2011
Skills
Finance, Customer Service, Public Relations, Networking, Social Networking, Research, Public Speaking, Life Insurance Planning, Strategic Financial..., Retirement Planning, Wealth Management
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
AXA Advisors, LLC May 2013 - Present
Royal Caribbean International June 2012 - July 2012
Nelson Mullins June 2011 - August 2011
Skills
Finance, Customer Service, Public Relations, Networking, Social Networking, Research, Public Speaking, Life Insurance Planning, Strategic Financial..., Retirement Planning, Wealth Management
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Kathleen P. Steele, CFP™, ChFC, CLU Kathleen P. Steele, CFP™, ChFC, CLU's AXA Advisors, LLC Experience November 1986 - Present
Job Retirement Planning Specialist and CERTIFIED FINANCIAL PLANNER professional
Industry Financial Services
Experience
AXA Advisors, LLC November 1986 - Present
Skills
Estate Planning, Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Investments, Term Life Insurance, Permanent Life Insurance, Irrevocable Life..., Qualified Retirement..., Family Love Letter, Long Term Care Insurance, Retirement Plan..., Client Education, Risk Management, Asset Managment, Tactical Asset..., Dynamic Asset Allocation, Global Tactical Asset..., Disability Insurance, Executive Benefit..., Estate Tax Planning, Tax Deferred Investments, Wrap fee accounts, Fee Based Financial..., Guest Speaker, Planning for Business..., Strategic Asset..., 401K Start up Plans, 401K Take Over Plans, 401k Rollovers, IRAs, Roth IRAs, 403b Plans, Tax-deferred Annuities, Retirement Planning
Education
University of Puget Sound
Bachelor of Arts (B.A.), Business and Computer Information Systems
AXA Advisors, LLC November 1986 - Present
Skills
Estate Planning, Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Investments, Term Life Insurance, Permanent Life Insurance, Irrevocable Life..., Qualified Retirement..., Family Love Letter, Long Term Care Insurance, Retirement Plan..., Client Education, Risk Management, Asset Managment, Tactical Asset..., Dynamic Asset Allocation, Global Tactical Asset..., Disability Insurance, Executive Benefit..., Estate Tax Planning, Tax Deferred Investments, Wrap fee accounts, Fee Based Financial..., Guest Speaker, Planning for Business..., Strategic Asset..., 401K Start up Plans, 401K Take Over Plans, 401k Rollovers, IRAs, Roth IRAs, 403b Plans, Tax-deferred Annuities, Retirement Planning
Education
University of Puget Sound
Bachelor of Arts (B.A.), Business and Computer Information Systems
Donald Cowie Donald Cowie's AXA Advisors, LLC Experience 1978 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 1978 - Present
East Hills Kiwanis 2000 - 2012
Skills
Annuity Services,..., Long Term Care Planning, Mutual Fund Planning, Term Life Insurance..., Retirement Planning, 401K Distribution..., Asset Allocation..., Alternative Investment..., Asset Protection...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
AXA Advisors, LLC 1978 - Present
East Hills Kiwanis 2000 - 2012
Skills
Annuity Services,..., Long Term Care Planning, Mutual Fund Planning, Term Life Insurance..., Retirement Planning, 401K Distribution..., Asset Allocation..., Alternative Investment..., Asset Protection...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
Robert Johnson, CFP®, ChFC, CLU's AXA Advisors, LLC Experience June 1987 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC. June 1987 - Present
Chubb Insurance November 1978 - January 1987
Allstate Insurance January 1977 - November 1978
Skills
Financial Planning, Risk Management, Employee Benefits, Estate Planning, Small Business, Investment Advisory, Retirement Planning, Fixed Annuities, Wealth, Securities, Insurance, Certified Financial..., Wealth Management, Life Insurance, Legacy Planning, Key Man Insurance, Business Insurance..., Executive Benefit...
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate in Retirement Planning
CFP® Certification 1988 — 1990
Roosevelt University 1975 — 1977
Masters, Administration
Eastern Illinois University 1973 — 1975
BA, Political Science
DePaul University 1971 — 1973
Political Science
AXA Advisors, LLC. June 1987 - Present
Chubb Insurance November 1978 - January 1987
Allstate Insurance January 1977 - November 1978
Skills
Financial Planning, Risk Management, Employee Benefits, Estate Planning, Small Business, Investment Advisory, Retirement Planning, Fixed Annuities, Wealth, Securities, Insurance, Certified Financial..., Wealth Management, Life Insurance, Legacy Planning, Key Man Insurance, Business Insurance..., Executive Benefit...
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate in Retirement Planning
CFP® Certification 1988 — 1990
Roosevelt University 1975 — 1977
Masters, Administration
Eastern Illinois University 1973 — 1975
BA, Political Science
DePaul University 1971 — 1973
Political Science
Clayton Janson CFP® Clayton Janson CFP®'s AXA Advisors, LLC Experience April 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional at Phocus Financial Strategies Group / AXA Advisors. LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. April 2004 - Present
Phocus Financial Strategies Group 2009 - Present
Phocus Insurance Services 2008 - 2015
Janson & Associates, Inc December 2003 - 2008
Sagebrush Traders, LLC August 1998 - December 2003
Skills
Retirement Planning, Wealth Management, Asset Allocation..., Estate Planning..., Investment Advisory, Financial Advisory, Investment Strategies, Financial Planners, Retirement, Series 7, Strategic Financial..., IRAs, Series 63, Financial Services, Insurance, Securities, Risk Management, Wealth, Small Business, Portfolio Management, Finance, Asset Management, Strategy, Long-term Care, Trusts, Inheritance Tax Planning, Financial Analysis, Wealth Accumulation, Equities, Fixed Income, Asset Managment, Health Insurance
Education
Northern Arizona University 1995 — 1999
Bachelor of Science
Horizon High Scool 1991 — 1995
High School
AXA Advisors, LLC. April 2004 - Present
Phocus Financial Strategies Group 2009 - Present
Phocus Insurance Services 2008 - 2015
Janson & Associates, Inc December 2003 - 2008
Sagebrush Traders, LLC August 1998 - December 2003
Skills
Retirement Planning, Wealth Management, Asset Allocation..., Estate Planning..., Investment Advisory, Financial Advisory, Investment Strategies, Financial Planners, Retirement, Series 7, Strategic Financial..., IRAs, Series 63, Financial Services, Insurance, Securities, Risk Management, Wealth, Small Business, Portfolio Management, Finance, Asset Management, Strategy, Long-term Care, Trusts, Inheritance Tax Planning, Financial Analysis, Wealth Accumulation, Equities, Fixed Income, Asset Managment, Health Insurance
Education
Northern Arizona University 1995 — 1999
Bachelor of Science
Horizon High Scool 1991 — 1995
High School
Perry (Grant) Collins Perry (Grant) Collins's AXA Advisors, LLC Experience December 2010 - December 2013
Job General handy man
Industry Financial Services
Experience
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Kevin N. Hedges Investments & Insurance Advisor Kevin N. Hedges Investments & Insurance Advisor's AXA Advisors, LLC Experience January 2004 - March 2010
Job Managing Partner, Hedges Wealth Management, A Registered Investment Adviser & Agency Principal, Hedges Insurance Agency
Industry Financial Services
Experience
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
Greg Call Greg Call's AXA Advisors, LLC Experience October 2002 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2002 - Present
Skills
Investments, Finance, Small Business, Securities, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Estate Planning
Education
Utah State University 1994 — 1998
Bachelor of Arts (BA), Finance
University of Pennsylvania - The Wharton School
Certificate of Retirement Planning
AXA Advisors, LLC October 2002 - Present
Skills
Investments, Finance, Small Business, Securities, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Estate Planning
Education
Utah State University 1994 — 1998
Bachelor of Arts (BA), Finance
University of Pennsylvania - The Wharton School
Certificate of Retirement Planning
Derek McDougall's AXA Advisors, LLC Experience June 2012 - Present
Job Divisional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. June 2012 - Present
McDougall Financial Partners June 2011 - Present
The Pollakov Financial Group, Inc. June 2011 - June 2012
McDougall & Associates June 2010 - June 2011
Derek M. McDougall June 2008 - June 2010
The Pollakov Financial Group, Inc. June 2005 - June 2008
MassMutual Financial Group June 2007 - March 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning..., Comprehensive Financial...
Education
University of California, San Diego 2000 — 2005
Bachelor's degree, Economics, Provost Honors
Santa Cruz high
AXA Advisors, LLC. June 2012 - Present
McDougall Financial Partners June 2011 - Present
The Pollakov Financial Group, Inc. June 2011 - June 2012
McDougall & Associates June 2010 - June 2011
Derek M. McDougall June 2008 - June 2010
The Pollakov Financial Group, Inc. June 2005 - June 2008
MassMutual Financial Group June 2007 - March 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning..., Comprehensive Financial...
Education
University of California, San Diego 2000 — 2005
Bachelor's degree, Economics, Provost Honors
Santa Cruz high
Isaac Cohen Isaac Cohen's AXA Advisors, LLC Experience 2008 - August 2013
Job Enabling people to accomplish their Financial Goals
Industry Financial Services
Experience
Forest Hills Financial Group August 2013 - Present
AXA Advisors, LLC 2008 - August 2013
LVMH 2007 - 2008
US Army May 2002 - May 2005
Skills
Retirement Planning, Investments, Finance, Financial Planning, Strategic Financial..., Mutual Funds, Financial Services, Estate Planning, Asset Allocation, Life Insurance, Fixed Annuities, Asset Management, Fixed Income, Insurance, Risk Management, Financial Planners, Portfolio Management, 401k, Employee Benefits, Wealth, Equities, Disability Insurance, Securities, Wealth Accumulation, Asset Managment, Wealth Management..., Insurance Planning, Business Planning, Family Planning, 401k Rollovers, Roth IRA, Investment Strategies, Investment Management, Financial Advisory, Term Life Insurance, Small Business, Investment Advisory, IRAs, Health Insurance, Variable Annuities, Long-term Care, College Savings Plans, Wealth Management, Management, Strategy, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Retirement Planning
Saint John's University 1999 — 2006
Midwood H.S. 1994 — 1998
Harvard University
Strategic Coach
Forest Hills Financial Group August 2013 - Present
AXA Advisors, LLC 2008 - August 2013
LVMH 2007 - 2008
US Army May 2002 - May 2005
Skills
Retirement Planning, Investments, Finance, Financial Planning, Strategic Financial..., Mutual Funds, Financial Services, Estate Planning, Asset Allocation, Life Insurance, Fixed Annuities, Asset Management, Fixed Income, Insurance, Risk Management, Financial Planners, Portfolio Management, 401k, Employee Benefits, Wealth, Equities, Disability Insurance, Securities, Wealth Accumulation, Asset Managment, Wealth Management..., Insurance Planning, Business Planning, Family Planning, 401k Rollovers, Roth IRA, Investment Strategies, Investment Management, Financial Advisory, Term Life Insurance, Small Business, Investment Advisory, IRAs, Health Insurance, Variable Annuities, Long-term Care, College Savings Plans, Wealth Management, Management, Strategy, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Retirement Planning
Saint John's University 1999 — 2006
Midwood H.S. 1994 — 1998
Harvard University
Strategic Coach
Deonna Wylie's AXA Advisors, LLC Experience October 2007 - July 2008
Job Procurement Compliance Analyst
Industry Information Technology and Services
Experience
Teradata 2014 - Present
Wells Fargo Advisors LLC September 2008 - January 2014
AXA Advisors LLC October 2007 - July 2008
Skills
Finance, Conscientious work..., Professional..., Proficient in Microsoft..., Self-starter with..., Ability to adapt to..., Excellent problem solver, Team oriented, Extreme attention to..., Team-oriented, Customer Service, Microsoft Excel, Insurance, Investments, Microsoft Office, Project Management
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (B.A.), Economics
Teradata 2014 - Present
Wells Fargo Advisors LLC September 2008 - January 2014
AXA Advisors LLC October 2007 - July 2008
Skills
Finance, Conscientious work..., Professional..., Proficient in Microsoft..., Self-starter with..., Ability to adapt to..., Excellent problem solver, Team oriented, Extreme attention to..., Team-oriented, Customer Service, Microsoft Excel, Insurance, Investments, Microsoft Office, Project Management
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jonikka Justice-Gaines Jonikka Justice-Gaines's AXA Advisors, LLC Experience 2010 - Present
Job Sr. Associate, AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC 2010 - Present
Lasting Impressions Photography 1998 - 2009
Independent Contractor 1994 - 2009
Skills
Digital Photography, Commercial Photography, Photography, Portrait Photography, Event Photography, Graphic Design, Photoshop, Portraits, Sales, Marketing, Human Resources, Customer Service, Teaching, Music, Self Promotion, Social Media
Education
University of North Texas 1995 — 1997
Graduate Studies, Music Performance
University of West Florida 1991 — 1995
Bachelor of Arts (BA), Music Education
AXA Advisors, LLC 2010 - Present
Lasting Impressions Photography 1998 - 2009
Independent Contractor 1994 - 2009
Skills
Digital Photography, Commercial Photography, Photography, Portrait Photography, Event Photography, Graphic Design, Photoshop, Portraits, Sales, Marketing, Human Resources, Customer Service, Teaching, Music, Self Promotion, Social Media
Education
University of North Texas 1995 — 1997
Graduate Studies, Music Performance
University of West Florida 1991 — 1995
Bachelor of Arts (BA), Music Education
CARLOS CASTRESANA CARLOS CASTRESANA's AXA Advisors, LLC Experience 2000 - 2004
Job Practice Leader, Vice President at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services USA, Inc. July 2011 - Present
Edify, LLC 2004 - 2011
AXA Advisors, LLC 2000 - 2004
AXA Advisors, LLC 1992 - 2000
Michael Swerdlow Companies, Inc. 1988 - 1992
Attorney - Private Law Practice 1987 - 1988
Salomon Brothers 1985 - 1987
Skills
Risk Management, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Leadership, Strategic Planning, Underwriting, Healthcare, Brokers, Life Insurance, Internal Controls, Process Improvement, Team Building, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor’s Degree, FINANCE
University of Bridgeport School of Law
Juris Doctor (J.D.)
Wells Fargo Insurance Services USA, Inc. July 2011 - Present
Edify, LLC 2004 - 2011
AXA Advisors, LLC 2000 - 2004
AXA Advisors, LLC 1992 - 2000
Michael Swerdlow Companies, Inc. 1988 - 1992
Attorney - Private Law Practice 1987 - 1988
Salomon Brothers 1985 - 1987
Skills
Risk Management, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Leadership, Strategic Planning, Underwriting, Healthcare, Brokers, Life Insurance, Internal Controls, Process Improvement, Team Building, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor’s Degree, FINANCE
University of Bridgeport School of Law
Juris Doctor (J.D.)
Joyce Xu Joyce Xu's AXA Advisors, LLC Experience January 2012 - June 2012
Job IT Integration Analyst at CoreLogic
Industry Information Technology and Services
Experience
CoreLogic January 2015 - Present
Experian Consumer Services July 2014 - November 2014
James Publishing October 2013 - June 2014
Silk Software Corp. March 2013 - October 2013
CRU Real Estate Group September 2012 - April 2013
AXA Advisors, LLC. January 2012 - June 2012
AXA Advisors, LLC. July 2011 - December 2011
CustomGreekThreads.com January 2011 - May 2011
Skills
Marketing, Social Media, Public Speaking, Management, Customer Service, Team Leadership, Project Management, Team Management, Web Design, Web Development, CRM, Community Outreach, Market Research, Business Analysis, Event Planning, Microsoft SQL Server, Data Entry, Client Relations, Sales, Teamwork, Microsoft Excel, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor's Degree, Business Administration, Minor in Public Health Policy
CoreLogic January 2015 - Present
Experian Consumer Services July 2014 - November 2014
James Publishing October 2013 - June 2014
Silk Software Corp. March 2013 - October 2013
CRU Real Estate Group September 2012 - April 2013
AXA Advisors, LLC. January 2012 - June 2012
AXA Advisors, LLC. July 2011 - December 2011
CustomGreekThreads.com January 2011 - May 2011
Skills
Marketing, Social Media, Public Speaking, Management, Customer Service, Team Leadership, Project Management, Team Management, Web Design, Web Development, CRM, Community Outreach, Market Research, Business Analysis, Event Planning, Microsoft SQL Server, Data Entry, Client Relations, Sales, Teamwork, Microsoft Excel, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor's Degree, Business Administration, Minor in Public Health Policy
Micah J. Delo Micah J. Delo's AXA Advisors, LLC Experience August 2007 - December 2011
Job Wealth Management Advisor
Industry Financial Services
Experience
AD Financial Partners January 2013 - Present
AXA Advisors December 2011 - January 2013
AXA Advisors, LLC. August 2007 - December 2011
Skills
Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Financial Advisory, Wealth Management..., Team Leadership, Securities, High Net Worth..., Risk Management, Financial Services, Finance, FINRA, 401k, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Wharton Business School 2011 — 2011
Certificate in Retirement Planning, Retirement Planning Specialist
Westminster College (PA) 2002 — 2006
Bachelor Degree, Business Administration
AD Financial Partners January 2013 - Present
AXA Advisors December 2011 - January 2013
AXA Advisors, LLC. August 2007 - December 2011
Skills
Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Financial Advisory, Wealth Management..., Team Leadership, Securities, High Net Worth..., Risk Management, Financial Services, Finance, FINRA, 401k, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Wharton Business School 2011 — 2011
Certificate in Retirement Planning, Retirement Planning Specialist
Westminster College (PA) 2002 — 2006
Bachelor Degree, Business Administration
Joshua Graeff Joshua Graeff's AXA Advisors, LLC Experience November 2008 - February 2014
Job President at Northern Pacific Asset Management, LLC
Industry Financial Services
Experience
Northern Pacific Asset Management, LLC September 2015 - Present
Opus 111 Group, LLC March 2014 - September 2015
AXA Advisors, LLC. November 2008 - February 2014
HyGen Pharmaceuticals, Inc May 2007 - October 2007
Mike's Eastside Drugs & Homecare Equipment Center June 1982 - October 2005
DMX, Inc. (Formerly DMX Music) November 2001 - September 2002
Experience Music Project June 2000 - August 2000
United States Marine Corps May 1996 - May 2000
Skills
Wealth Management, Financial Planning, Security Analysis, Investment Advisory..., Succession Planning, Buy-sell Agreements, Executive Compensation..., Executive Benefit..., Estate Planning..., Buyouts, Small Business, Succession, Exit Strategies, Key Person Insurance, Wealth Preservation..., Executive Compensation, Strategic Financial..., Charitable Gift Planning, Elder Care, Deferred Compensation, Business Planning, Retirement Planning, Investment Strategies, Stock Management, Financial Advisory, Planned Giving, Employee Benefits, Retirement Income..., Insurance Planning, Stock Market, Annuities, Alternative Investments, Retirement Plans, Bonds, Roth IRA, 401k, 401k Rollovers, IRA Rollovers, Simple IRA, Disability Insurance, IRA's, Insurance, Annuity, Mutual Funds, Financial Management, Risk Management, Retirement Savings, Special Needs Planning, Estate Tax Planning..., Financial Planners
Education
Bellevue College 2000 — 2004
Economics, International Studies, Business Administration, Political Science
Park University 2000 — 2002
Economics
Central Catholic High School 1992 — 1994
Northern Pacific Asset Management, LLC September 2015 - Present
Opus 111 Group, LLC March 2014 - September 2015
AXA Advisors, LLC. November 2008 - February 2014
HyGen Pharmaceuticals, Inc May 2007 - October 2007
Mike's Eastside Drugs & Homecare Equipment Center June 1982 - October 2005
DMX, Inc. (Formerly DMX Music) November 2001 - September 2002
Experience Music Project June 2000 - August 2000
United States Marine Corps May 1996 - May 2000
Skills
Wealth Management, Financial Planning, Security Analysis, Investment Advisory..., Succession Planning, Buy-sell Agreements, Executive Compensation..., Executive Benefit..., Estate Planning..., Buyouts, Small Business, Succession, Exit Strategies, Key Person Insurance, Wealth Preservation..., Executive Compensation, Strategic Financial..., Charitable Gift Planning, Elder Care, Deferred Compensation, Business Planning, Retirement Planning, Investment Strategies, Stock Management, Financial Advisory, Planned Giving, Employee Benefits, Retirement Income..., Insurance Planning, Stock Market, Annuities, Alternative Investments, Retirement Plans, Bonds, Roth IRA, 401k, 401k Rollovers, IRA Rollovers, Simple IRA, Disability Insurance, IRA's, Insurance, Annuity, Mutual Funds, Financial Management, Risk Management, Retirement Savings, Special Needs Planning, Estate Tax Planning..., Financial Planners
Education
Bellevue College 2000 — 2004
Economics, International Studies, Business Administration, Political Science
Park University 2000 — 2002
Economics
Central Catholic High School 1992 — 1994
David Burgelin's AXA Advisors, LLC Experience 2013 - Present
Job AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
Gail Hill Gail Hill's AXA Advisors, LLC Experience June 1987 - Present
Job Welcome to the Financial Coach | For Living Life on Purpose
Industry Financial Services
Experience
AXA Advisors, LLC June 1987 - Present
Badgerland Financial January 1977 - June 1987
Cambridge High School August 1971 - January 1977
Skills
Financial Planning, Wealth Management, Retirement Planning..., Long-term Care Planning..., 401(k) Distribution..., Insurance Planning, Education Planning..., Wealth Preservation..., Investment Planning, Financial Services, Tax-Efficient Investing..., Estate Planning..., Tax-deferred Investment..., Business Succession..., IRA Distribution..., Executive Benefits...
Education
University of Wisconsin-Madison 1967 — 1971
Bachelor of Science, French and English
AXA Institute
Certificate of Achievement in Advanced Asset Allocation and Practice Management, Advanced Asset Allocation and Practice Management
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning, Financial Planning and Services
AXA Advisors, LLC June 1987 - Present
Badgerland Financial January 1977 - June 1987
Cambridge High School August 1971 - January 1977
Skills
Financial Planning, Wealth Management, Retirement Planning..., Long-term Care Planning..., 401(k) Distribution..., Insurance Planning, Education Planning..., Wealth Preservation..., Investment Planning, Financial Services, Tax-Efficient Investing..., Estate Planning..., Tax-deferred Investment..., Business Succession..., IRA Distribution..., Executive Benefits...
Education
University of Wisconsin-Madison 1967 — 1971
Bachelor of Science, French and English
AXA Institute
Certificate of Achievement in Advanced Asset Allocation and Practice Management, Advanced Asset Allocation and Practice Management
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning, Financial Planning and Services
Christine Ostapiak's AXA Advisors, LLC Experience 2004 - 2005
Job Research Analyst at Nicholas Pascarella & Company
Industry Financial Services
Experience
Nicholas Pascarella & Company June 2013 - Present
Summit Financial Resources Inc June 2006 - June 2013
AXA Advisors LLC 2004 - 2005
self employed 2003 - 2004
Lehman Brothers Inc 1997 - 2002
JP Morgan & Co Inc 1989 - 1997
Skills
Wealth Management, Financial Planning, Asset Managment, Investments, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Markets, Research, Analysis, Morningstar, Foreign Exchange, Trading, FX Options, Derivatives, Alternative Investments, Hedge Funds, Bloomberg, Trading Systems, FX Hedging, Emerging Markets, Series 7, Series 66
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania 1984 — 1988
BA
Nicholas Pascarella & Company June 2013 - Present
Summit Financial Resources Inc June 2006 - June 2013
AXA Advisors LLC 2004 - 2005
self employed 2003 - 2004
Lehman Brothers Inc 1997 - 2002
JP Morgan & Co Inc 1989 - 1997
Skills
Wealth Management, Financial Planning, Asset Managment, Investments, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Markets, Research, Analysis, Morningstar, Foreign Exchange, Trading, FX Options, Derivatives, Alternative Investments, Hedge Funds, Bloomberg, Trading Systems, FX Hedging, Emerging Markets, Series 7, Series 66
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania 1984 — 1988
BA
Peter D'Amico's AXA Advisors, LLC Experience 2002 - 2013
Job Founding Partner at The Philadelphia Wealth Management Company
Industry Financial Services
Experience
The Philadelphia Wealth Management Company 2013 - Present
AXA Advisors, LLC. 2002 - 2013
Skills
Non-Qualified Executive..., Group Benefit Plans, Estate Planning, Wealth Management, Investment Advisory, Wealth Accumulation, Retirement Planning, College Savings Plans, Series 7, Series 24, Series 66, IRA Strategies, Disability Insurance..., Long Term Care..., Fixed Annuity Strategies, 401k Rollover Strategies, Asset Allocation..., Investment Strategies, Securities Strategies, Mutual Fund Strategies
Education
Saint Joseph's University 1997 — 2001
The Philadelphia Wealth Management Company 2013 - Present
AXA Advisors, LLC. 2002 - 2013
Skills
Non-Qualified Executive..., Group Benefit Plans, Estate Planning, Wealth Management, Investment Advisory, Wealth Accumulation, Retirement Planning, College Savings Plans, Series 7, Series 24, Series 66, IRA Strategies, Disability Insurance..., Long Term Care..., Fixed Annuity Strategies, 401k Rollover Strategies, Asset Allocation..., Investment Strategies, Securities Strategies, Mutual Fund Strategies
Education
Saint Joseph's University 1997 — 2001
Kevin T. Dooley, CFP®'s AXA Advisors, LLC Experience November 1993 - Present
Job Branch Asset Allocation Manager at AXA Advisors, LLC. Principal and Director of the Private Client Group
Industry Financial Services
Experience
AXA Advisors, LLC. November 1993 - Present
Skills
Investments, Fixed Income, Retirement Planning, Series 63, Financial Planning, Portfolio Management, Risk Management, Estate Planning, Business Planning, Series 7, Series 65, Series 24, Series 53, Life and Health...
Education
Drexel University - College of Business and Administration 1988 — 1993
Finance/Marketing
AXA Advisors, LLC. November 1993 - Present
Skills
Investments, Fixed Income, Retirement Planning, Series 63, Financial Planning, Portfolio Management, Risk Management, Estate Planning, Business Planning, Series 7, Series 65, Series 24, Series 53, Life and Health...
Education
Drexel University - College of Business and Administration 1988 — 1993
Finance/Marketing
Ryan J. Perry, ChFC®, CFP®'s AXA Advisors, LLC Experience 2015 - Present
Job Divisional Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 2015 - Present
AXA Advisors, LLC 2015 - 2015
AXA Advisors, LLC 2011 - 2015
AXA Advisors, LLC 2010 - 2011
AXA Advisors, LLC 2008 - 2010
Xclusive Financial Solutions 2005 - 2008
Accredited Home Lenders 2004 - 2005
University of San Diego 2001 - 2004
Semester at Sea 2003 - 2003
Education
University of San Diego 1996 — 2000
Semester at Sea 1998 — 1998
Brophy College Preparatory 1992 — 1996
AXA Advisors, LLC 2015 - Present
AXA Advisors, LLC 2015 - 2015
AXA Advisors, LLC 2011 - 2015
AXA Advisors, LLC 2010 - 2011
AXA Advisors, LLC 2008 - 2010
Xclusive Financial Solutions 2005 - 2008
Accredited Home Lenders 2004 - 2005
University of San Diego 2001 - 2004
Semester at Sea 2003 - 2003
Education
University of San Diego 1996 — 2000
Semester at Sea 1998 — 1998
Brophy College Preparatory 1992 — 1996
David M McArthur's AXA Advisors, LLC Experience January 2015 - Present
Job Divisional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. January 2015 - Present
The Prudential Insurance Company of America, Newark, NJ October 2006 - January 2015
The Prudential Insurance Company of America, Newark, NJ September 2002 - March 2005
Skills
Financial Services, Retirement Planning, Wealth Management, Risk Management, Customer Service, Financial Planning IAR, Investment services, Investment planning, Business succession..., Business succession..., Executive benefits..., Education planning..., Long-term care planning..., Retirement planning..., Insurance Planning, Insurance services, Insurance strategies, Investment advisory..., Annuity services, Tax-deferred investment..., tax-efficient investing..., Client education, Pension distribution...
Education
The American College
CLU
AXA Advisors, LLC. January 2015 - Present
The Prudential Insurance Company of America, Newark, NJ October 2006 - January 2015
The Prudential Insurance Company of America, Newark, NJ September 2002 - March 2005
Skills
Financial Services, Retirement Planning, Wealth Management, Risk Management, Customer Service, Financial Planning IAR, Investment services, Investment planning, Business succession..., Business succession..., Executive benefits..., Education planning..., Long-term care planning..., Retirement planning..., Insurance Planning, Insurance services, Insurance strategies, Investment advisory..., Annuity services, Tax-deferred investment..., tax-efficient investing..., Client education, Pension distribution...
Education
The American College
CLU
Devin Rountree's AXA Advisors, LLC Experience August 2008 - January 2013
Job Financial Planning and Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Morgan Stanley Wealth Management December 2012 - September 2015
AXA Advisors, LLC. August 2008 - January 2013
NextStudent November 2006 - May 2008
Skills
CRM, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Business Development, Loans, Management, Retirement Planning, Sales, Portfolio Management, Strategic Financial..., Financial Services, Risk Management, Financial Planning, Wealth Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch September 2015 - Present
Morgan Stanley Wealth Management December 2012 - September 2015
AXA Advisors, LLC. August 2008 - January 2013
NextStudent November 2006 - May 2008
Skills
CRM, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Business Development, Loans, Management, Retirement Planning, Sales, Portfolio Management, Strategic Financial..., Financial Services, Risk Management, Financial Planning, Wealth Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), Economics
John Levitt's AXA Advisors, LLC Experience September 2001 - Present
Job Financial Consultant
Industry Investment Management
Experience
AXA Advisors, LLC. September 2001 - Present
Fleet Private Clients Group September 1998 - August 2001
Lewis, Vegosen & Rosenbach, Attorneys September 1995 - September 1998
Skills
Succession Planning, Financial Planning, Investments, Asset Management, Structured Settlements, Buy-sell Agreements, Estate Planning, Securities, Life Insurance Reviews, Estate Planning..., Charitable Gift Planning
Education
Cornell Law School 1980 — 1983
JD
Cornell University 1976 — 1980
B.S., Labor Relations
Stuyvesant High School
AXA Advisors, LLC. September 2001 - Present
Fleet Private Clients Group September 1998 - August 2001
Lewis, Vegosen & Rosenbach, Attorneys September 1995 - September 1998
Skills
Succession Planning, Financial Planning, Investments, Asset Management, Structured Settlements, Buy-sell Agreements, Estate Planning, Securities, Life Insurance Reviews, Estate Planning..., Charitable Gift Planning
Education
Cornell Law School 1980 — 1983
JD
Cornell University 1976 — 1980
B.S., Labor Relations
Stuyvesant High School
Arthur Zapesochny's AXA Advisors, LLC Experience April 2009 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC April 2009 - Present
Wohlfarth & Associates January 2009 - April 2009
Is Levy Realtor & Associates April 2001 - December 2008
The Connex Group 2008 - 2008
Skills
Life Insurance, Financial Services, Roth IRA, Bonds, Risk Management, Wealth Accumulation, Series 65, FINRA, Long Term Care Insurance, Investment Advisory, Wealth Management..., Portfolio Management
Education
University of Rochester 2001 — 2005
BA, History
University of Pennsylvania - The Wharton School
Certification in the Retirement Planning Program
AXA Advisors, LLC April 2009 - Present
Wohlfarth & Associates January 2009 - April 2009
Is Levy Realtor & Associates April 2001 - December 2008
The Connex Group 2008 - 2008
Skills
Life Insurance, Financial Services, Roth IRA, Bonds, Risk Management, Wealth Accumulation, Series 65, FINRA, Long Term Care Insurance, Investment Advisory, Wealth Management..., Portfolio Management
Education
University of Rochester 2001 — 2005
BA, History
University of Pennsylvania - The Wharton School
Certification in the Retirement Planning Program
Lauren Ben Thomas's AXA Advisors, LLC Experience June 2009 - January 2012
Job Team member at State Farm
Industry Financial Services
Experience
State Farm January 2012 - Present
AXA Advisors, LLC. June 2009 - January 2012
Enterprise Rent-A-Car February 1999 - November 2007
Travelers May 1998 - November 1998
Education
The University of Connecticut School of Business 1994 — 1998
BA, Management
Roxbury High School 1990 — 1994
State Farm January 2012 - Present
AXA Advisors, LLC. June 2009 - January 2012
Enterprise Rent-A-Car February 1999 - November 2007
Travelers May 1998 - November 1998
Education
The University of Connecticut School of Business 1994 — 1998
BA, Management
Roxbury High School 1990 — 1994
Michael Harrigan's AXA Advisors, LLC Experience September 2012 - Present
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC. September 2012 - Present
Indian Prairie School District 204/ Naperville District 203 2011 - 2012
Chicago Public Schools September 2004 - August 2010
Skills
Retirement Planning, Wealth Management, Risk Management, Retirement Benefits, Life Insurance, Investment Portfolio..., Teaching
Education
DePaul University 2003 — 2004
Master's degree, Education
University of Iowa 1993 — 1997
Bachelor's degree
Buffalo Grove 1989 — 1993
AXA Advisors, LLC. September 2012 - Present
Indian Prairie School District 204/ Naperville District 203 2011 - 2012
Chicago Public Schools September 2004 - August 2010
Skills
Retirement Planning, Wealth Management, Risk Management, Retirement Benefits, Life Insurance, Investment Portfolio..., Teaching
Education
DePaul University 2003 — 2004
Master's degree, Education
University of Iowa 1993 — 1997
Bachelor's degree
Buffalo Grove 1989 — 1993
Daniel Maday's AXA Advisors, LLC Experience 2003 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC. 2003 - Present
Skills
Estate Planning, Succession Planning, Wealth Management, Asset Allocation, Wealth Management..., Strategic Planning, Analysis, Fixed Annuity Strategies, Term Life Insurance..., Long Term Care..., Retirement Planning, 401K Planning, IRA Planning, Insurance Strategies
Education
The American College 2006 — 2010
ChFC, CLU, Designations earned for in-depth study of Estate Planning Strategies and Life Insurance.
Creighton University 1968 — 1970
BA, English, Education, Philosophy
Lewis University 1965 — 1967
English, Education, Philosophy
AXA Advisors, LLC. 2003 - Present
Skills
Estate Planning, Succession Planning, Wealth Management, Asset Allocation, Wealth Management..., Strategic Planning, Analysis, Fixed Annuity Strategies, Term Life Insurance..., Long Term Care..., Retirement Planning, 401K Planning, IRA Planning, Insurance Strategies
Education
The American College 2006 — 2010
ChFC, CLU, Designations earned for in-depth study of Estate Planning Strategies and Life Insurance.
Creighton University 1968 — 1970
BA, English, Education, Philosophy
Lewis University 1965 — 1967
English, Education, Philosophy
Michelle Notardonato's AXA Advisors, LLC Experience 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC 2011 - Present
Skills
Investment Advisory..., Retirement Planning, Estate Planning Service, Life Insurance Services, College Education..., Long Term Care Insurance
Education
University of Notre Dame
Bachelor of Business Administration, Finance
AXA Advisors, LLC 2011 - Present
Skills
Investment Advisory..., Retirement Planning, Estate Planning Service, Life Insurance Services, College Education..., Long Term Care Insurance
Education
University of Notre Dame
Bachelor of Business Administration, Finance
Barrett Tabeek's AXA Advisors, LLC Experience June 2010 - Present
Job CoFounder SmartSet LLC.
Industry Financial Services
Experience
SmartSet LLC March 2014 - Present
AXA Advisors, LLC. June 2010 - Present
Skills
Strategic Financial..., Wealth Management, Microsoft Excel, Financial Planning, Excel, Investment Strategies, Tax-advantaged...
Education
Syracuse University
BS, Finance & Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance & Accounting
SmartSet LLC March 2014 - Present
AXA Advisors, LLC. June 2010 - Present
Skills
Strategic Financial..., Wealth Management, Microsoft Excel, Financial Planning, Excel, Investment Strategies, Tax-advantaged...
Education
Syracuse University
BS, Finance & Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance & Accounting
Brian Duckworth's AXA Advisors, LLC Experience 2009 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. 2009 - Present
Wells Fargo Financial July 2005 - October 2008
Education
University of California, San Diego 2000 — 2005
B.A., Economics
AXA Advisors, LLC. 2009 - Present
Wells Fargo Financial July 2005 - October 2008
Education
University of California, San Diego 2000 — 2005
B.A., Economics
Joseph Catania's AXA Advisors, LLC Experience July 2011 - January 2015
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC July 2011 - January 2015
Skills
Retirement Planning, Risk Management, Wealth Accumulation, Business Planning, Insurance
Education
University of Pennsylvania 2006 — 2010
BSE, Systems Science and Engineering
Eastchester High School 2002 — 2006
AXA Advisors, LLC July 2011 - January 2015
Skills
Retirement Planning, Risk Management, Wealth Accumulation, Business Planning, Insurance
Education
University of Pennsylvania 2006 — 2010
BSE, Systems Science and Engineering
Eastchester High School 2002 — 2006
Ben McIntosh's AXA Advisors, LLC Experience August 2013 - May 2014
Job New Venture Development
Industry Internet
Experience
PageTree December 2014 - Present
Jericho Advisors June 2014 - October 2014
AXA Advisors, LLC August 2013 - May 2014
Capsugel October 2012 - April 2013
EngenuitySC March 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Business Modeling, Event Planning, Marketing, Social Networking, Public Speaking, Customer Service, Sales, Social Media Marketing, Time Management, Leadership
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Biology
PageTree December 2014 - Present
Jericho Advisors June 2014 - October 2014
AXA Advisors, LLC August 2013 - May 2014
Capsugel October 2012 - April 2013
EngenuitySC March 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Business Modeling, Event Planning, Marketing, Social Networking, Public Speaking, Customer Service, Sales, Social Media Marketing, Time Management, Leadership
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Biology
Zachary Stuart's AXA Advisors, LLC Experience September 2013 - Present
Job AXA Advisors, LLC
Industry
Experience
AXA Advisors, LLC September 2013 - Present
Law Office of Saddie T. Johns September 2011 - February 2012
Law Office of J Russell Tyler May 2011 - September 2011
Education
University of Southern California
Bachelor's Degree, Political Science and Business Law, Cum Laude
AXA Advisors, LLC September 2013 - Present
Law Office of Saddie T. Johns September 2011 - February 2012
Law Office of J Russell Tyler May 2011 - September 2011
Education
University of Southern California
Bachelor's Degree, Political Science and Business Law, Cum Laude
Joe Bishop's AXA Advisors, LLC Experience November 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC. November 2010 - Present
Skills
Financial needs analysis, Reirement..., Business buy/sell..., Business succession..., Keyman protection..., Long Term Care Insurance, Disability Insurance
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Adminstration
AXA Advisors, LLC. November 2010 - Present
Skills
Financial needs analysis, Reirement..., Business buy/sell..., Business succession..., Keyman protection..., Long Term Care Insurance, Disability Insurance
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Adminstration
Kyle B. Lynch's AXA Advisors, LLC Experience May 2013 - Present
Job Financial Consultant at CBG Wealth Management
Industry Financial Services
Experience
CBG Wealth Management February 2015 - Present
AXA Advisors, LLC. May 2013 - Present
Asset Campus Housing 2012 - January 2013
Asset Campus Housing 2011 - May 2012
Skills
Personal Financial..., Financial Services, Retirement Planning, Divorce Planning, Wealth Management, Wealth Preservation, Investments, Asset Allocation, Investment Advisory, College Savings Plans, Life Insurance, Insurance Strategies, Disability Insurance, Long-term Care, Variable Annuities, Fixed Annuities
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Finance
CBG Wealth Management February 2015 - Present
AXA Advisors, LLC. May 2013 - Present
Asset Campus Housing 2012 - January 2013
Asset Campus Housing 2011 - May 2012
Skills
Personal Financial..., Financial Services, Retirement Planning, Divorce Planning, Wealth Management, Wealth Preservation, Investments, Asset Allocation, Investment Advisory, College Savings Plans, Life Insurance, Insurance Strategies, Disability Insurance, Long-term Care, Variable Annuities, Fixed Annuities
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Finance