AXA Distributors
Industry: Company
DescriptionFounded: 1996 Parent organization: AXA Equitable HoldingsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportAXA Distributors LLCWebsiteDirections Saved (0) Saved Save 7 Google reviews Insurance agency in New York City, New York Address: 1290 6th Ave, New York, NY 10104 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 554-1234: : : : Website: Category: : Place name: : Website: http://www.samdelpropost.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AXA Distributors LLC Posting publicly on the Web Write a review Reviews 7 Google reviews
AXA Distributors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Distributors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Distributors Employees
Employee
Years
Job
Industry
Michelle Privitera Michelle Privitera's AXA Distributors Experience 2007 - 2009
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Pete Golden Pete Golden's AXA Distributors Experience January 2007 - Present
Job Divisional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors January 2007 - Present
AXA Distributors September 1997 - January 2007
Education
Boston College 1990 — 1994
BS, Economics
AXA Distributors January 2007 - Present
AXA Distributors September 1997 - January 2007
Education
Boston College 1990 — 1994
BS, Economics
Paul Villanova Paul Villanova's AXA Distributors Experience August 2014 - Present
Job Senior Regional V.P. at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
Anita Chirde Anita Chirde's AXA Distributors Experience March 2003 - February 2007
Job Managing Director, Butterfass Pepe Group, Consulting and Strategically Constructing Investment Capabilities
Industry Investment Management
Experience
Butterfass Pepe Group March 2013 - Present
BNY Mellon March 2007 - December 2012
AXA Distributors March 2003 - February 2007
Wachovia, A Wells Fargo Company January 2002 - March 2003
First Investors Corporation July 2000 - November 2001
Skills
Series 63, Life Insurance, Fixed Income, Fixed Annuities, Relationship Management, Wealth Management..., Asset Allocation, Equities, Retirement Planning, Alternative Investments, Financial Advisory, Series 7, Uniform Combined State..., Mutual Funds, Asset Managment, IRAs, Financial Markets, Capital Markets, Separately Managed..., Asset Management, Securities, Private Equity, Investment Management, Investment Strategies, ETFs, Investment Advisory, Wealth Management, Due Diligence, Portfolio Management, Hedge Funds, Investments, Finance, FINRA, Financial Services, Bonds, Management
Education
New Jersey Institute of Technology 2002 — 2005
MBA, Financial Management
New Jersey Institute of Technology 1995 — 2000
BSE, Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Butterfass Pepe Group March 2013 - Present
BNY Mellon March 2007 - December 2012
AXA Distributors March 2003 - February 2007
Wachovia, A Wells Fargo Company January 2002 - March 2003
First Investors Corporation July 2000 - November 2001
Skills
Series 63, Life Insurance, Fixed Income, Fixed Annuities, Relationship Management, Wealth Management..., Asset Allocation, Equities, Retirement Planning, Alternative Investments, Financial Advisory, Series 7, Uniform Combined State..., Mutual Funds, Asset Managment, IRAs, Financial Markets, Capital Markets, Separately Managed..., Asset Management, Securities, Private Equity, Investment Management, Investment Strategies, ETFs, Investment Advisory, Wealth Management, Due Diligence, Portfolio Management, Hedge Funds, Investments, Finance, FINRA, Financial Services, Bonds, Management
Education
New Jersey Institute of Technology 2002 — 2005
MBA, Financial Management
New Jersey Institute of Technology 1995 — 2000
BSE, Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Brian Hennelly's AXA Distributors Experience March 2013 - Present
Job Regional Vice President at AXA Distributors
Industry Wholesale
Experience
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
Kacie TerBush, CRPC Kacie TerBush, CRPC's AXA Distributors Experience May 2008 - August 2010
Job Funds Management Group Portfolio Specialist at AXA
Industry Financial Services
Experience
AXA Equitable August 2010 - Present
AXA Distributors May 2008 - August 2010
AXA Distributors September 2007 - May 2008
AXA Distributors June 2005 - September 2007
Skills
Series 63, Mutual Funds, Leadership, Management, Training, Analysis, Sales, Relationship Management, Finance, Asset Management, Strategic Planning, Retirement Planning, New Business Development, Securities, Series 6, Fixed Annuities, Trading, Financial Analysis, Investments, Risk Management, Series 7, 401k, Insurance, Wealth Management, Asset Allocation, Retirement, Financial Advisory, Financial Services, Strategic Financial..., Investment Strategies, Life Insurance, FINRA, Equities, Series 24, Portfolio Management, Alternative Investments, Investment Advisory, Fixed Income
Education
Binghamton University - School of Management 2001 — 2005
Bachelors, Finance and Marketing
Tri-Valley High School 1997 — 2001
High School Honor Diploma
AXA Equitable August 2010 - Present
AXA Distributors May 2008 - August 2010
AXA Distributors September 2007 - May 2008
AXA Distributors June 2005 - September 2007
Skills
Series 63, Mutual Funds, Leadership, Management, Training, Analysis, Sales, Relationship Management, Finance, Asset Management, Strategic Planning, Retirement Planning, New Business Development, Securities, Series 6, Fixed Annuities, Trading, Financial Analysis, Investments, Risk Management, Series 7, 401k, Insurance, Wealth Management, Asset Allocation, Retirement, Financial Advisory, Financial Services, Strategic Financial..., Investment Strategies, Life Insurance, FINRA, Equities, Series 24, Portfolio Management, Alternative Investments, Investment Advisory, Fixed Income
Education
Binghamton University - School of Management 2001 — 2005
Bachelors, Finance and Marketing
Tri-Valley High School 1997 — 2001
High School Honor Diploma
Greg Farley Greg Farley's AXA Distributors Experience 1997 - 1999
Job Financial Services Professional/Wholesaler
Industry Financial Services
Experience
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Joseph Savage Joseph Savage's AXA Distributors Experience May 2014 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors May 2014 - Present
AXA Distributors August 2011 - May 2014
AXA Distributors May 2011 - August 2011
Savage Financial Group at Raymond James February 2010 - August 2010
Wells Fargo Advisors July 2009 - February 2010
Skills
Sales Presentations, Relationship Management, Financial Services, Variable Annuities, Retirement, Retirement Planning, Series 6, Series 63, Sales
Education
Shippensburg University of Pennsylvania 2007 — 2011
BSBA, Marketing
AXA Distributors May 2014 - Present
AXA Distributors August 2011 - May 2014
AXA Distributors May 2011 - August 2011
Savage Financial Group at Raymond James February 2010 - August 2010
Wells Fargo Advisors July 2009 - February 2010
Skills
Sales Presentations, Relationship Management, Financial Services, Variable Annuities, Retirement, Retirement Planning, Series 6, Series 63, Sales
Education
Shippensburg University of Pennsylvania 2007 — 2011
BSBA, Marketing
David DiAntonio, CRC® David DiAntonio, CRC®'s AXA Distributors Experience 2005 - 2007
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2007 - Present
AXA Distributors 2005 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7, Series 63, 401k, Public Speaking, Consultative Selling, Brainshark, Financial Institutions..., Income Planning, Income Protection, Legacy Strategies
Education
Drew University 1999 — 2003
Bachelor's degree, Political Science and Government
Pacific Life Insurance Company August 2007 - Present
AXA Distributors 2005 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7, Series 63, 401k, Public Speaking, Consultative Selling, Brainshark, Financial Institutions..., Income Planning, Income Protection, Legacy Strategies
Education
Drew University 1999 — 2003
Bachelor's degree, Political Science and Government
Dennis Tygart, CFP, ChFC, CTFA Dennis Tygart, CFP, ChFC, CTFA's AXA Distributors Experience August 1999 - October 2002
Job Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
Chris Lazzari Chris Lazzari's AXA Distributors Experience October 2004 - April 2005
Job Credit and Real Estate Valuations at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC December 2014 - Present
PwC August 2014 - November 2014
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Duff & Phelps April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps April 2005 - March 2007
AXA Distributors October 2004 - April 2005
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Business Valuation, Equity Valuation, Series 7, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Banking, Financial Services, Financial Advisory, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Vermont 2000 — 2004
Bachelor of Science, Business Administration / Finance
Apollo Global Management LLC December 2014 - Present
PwC August 2014 - November 2014
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Duff & Phelps April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps April 2005 - March 2007
AXA Distributors October 2004 - April 2005
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Business Valuation, Equity Valuation, Series 7, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Banking, Financial Services, Financial Advisory, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Vermont 2000 — 2004
Bachelor of Science, Business Administration / Finance
Aaron Martin Aaron Martin's AXA Distributors Experience September 2007 - December 2008
Job National Account Executive at Contemporary Graphic Solutions
Industry Printing
Experience
Contemporary Graphic Solutions August 2014 - Present
Newark Mentoring Movement May 2012 - August 2014
Minority Athletes Networking September 2007 - May 2012
AXA Distributors September 2007 - December 2008
AXA Equitable November 2005 - September 2007
Skills
Marketing Communications, Marketing, Management, Cross-functional Team..., Networking, Finance, Budgets, Government, Market Research, Program Management, Public Speaking, Strategic Planning, Fundraising, Leadership
Education
Fairleigh Dickinson University 2009 — 2012
Marketing, MBA
Rutgers University-New Brunswick 1999 — 2003
Labor Studies
Bergen Catholic
Bergen Catholic
Bergen Catholic
Contemporary Graphic Solutions August 2014 - Present
Newark Mentoring Movement May 2012 - August 2014
Minority Athletes Networking September 2007 - May 2012
AXA Distributors September 2007 - December 2008
AXA Equitable November 2005 - September 2007
Skills
Marketing Communications, Marketing, Management, Cross-functional Team..., Networking, Finance, Budgets, Government, Market Research, Program Management, Public Speaking, Strategic Planning, Fundraising, Leadership
Education
Fairleigh Dickinson University 2009 — 2012
Marketing, MBA
Rutgers University-New Brunswick 1999 — 2003
Labor Studies
Bergen Catholic
Bergen Catholic
Bergen Catholic
Scott Talley Scott Talley's AXA Distributors Experience August 2014 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
Nancy McMahon's AXA Distributors Experience June 2005 - May 2006
Job Marketing & Public Relations Manager at AAA Hudson Valley
Industry Marketing and Advertising
Experience
AAA Hudson Valley April 2010 - Present
Power Selling Copy June 2009 - Present
Hudson Heritage FCU 2007 - June 2009
Hudson Valley Federal Credit Union May 2006 - May 2007
AXA Distributors June 2005 - May 2006
Transamerica 2001 - 2005
Taylor Dougherty Rost & Partners 1996 - 1997
Grey Direct 1995 - 1996
Omnicom Group 1994 - 1995
Skills
Copywriting, Press Releases, Email Marketing, Social Media Marketing, Creative Direction, Marketing, Copy Editing, Advertising, Web Content, Direct Mail, Marketing Communications, Social Media, Public Relations, Direct Marketing, Facebook, Integrated Marketing, Creative Strategy, Event Planning, Digital Marketing, Blogging, Online Marketing, Marketing Strategy
Education
State University of New York at New Paltz 1989 — 1992
Bachelor of Arts, Journalism
State University of New York at New Paltz
Bachelor of Arts (B.A.), Journalism
AAA Hudson Valley April 2010 - Present
Power Selling Copy June 2009 - Present
Hudson Heritage FCU 2007 - June 2009
Hudson Valley Federal Credit Union May 2006 - May 2007
AXA Distributors June 2005 - May 2006
Transamerica 2001 - 2005
Taylor Dougherty Rost & Partners 1996 - 1997
Grey Direct 1995 - 1996
Omnicom Group 1994 - 1995
Skills
Copywriting, Press Releases, Email Marketing, Social Media Marketing, Creative Direction, Marketing, Copy Editing, Advertising, Web Content, Direct Mail, Marketing Communications, Social Media, Public Relations, Direct Marketing, Facebook, Integrated Marketing, Creative Strategy, Event Planning, Digital Marketing, Blogging, Online Marketing, Marketing Strategy
Education
State University of New York at New Paltz 1989 — 1992
Bachelor of Arts, Journalism
State University of New York at New Paltz
Bachelor of Arts (B.A.), Journalism
Trevor LaBarbera's AXA Distributors Experience August 2008 - December 2008
Job Vice President Branch Manager at JPMorganChase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorganChase August 2011 - September 2013
JPMorgan Chase March 2010 - August 2011
AXA Distributors August 2008 - December 2008
Skills
Mortgage Banking, Banking, Loans, Microsoft Office, Loan Origination, Credit, Sales Management, Investments, Wealth Management, Series 63, Sales, Retirement Planning, Customer Service, Consumer Lending, Small Business Lending, Refinance, Retail Banking, Lines Of Credit, Finance, Relationship Management, Financial Analysis, Branch Banking, Management
Education
Marist College 2004 — 2008
BS, Business Admin/ Finance
JPMorgan Chase September 2013 - Present
JPMorganChase August 2011 - September 2013
JPMorgan Chase March 2010 - August 2011
AXA Distributors August 2008 - December 2008
Skills
Mortgage Banking, Banking, Loans, Microsoft Office, Loan Origination, Credit, Sales Management, Investments, Wealth Management, Series 63, Sales, Retirement Planning, Customer Service, Consumer Lending, Small Business Lending, Refinance, Retail Banking, Lines Of Credit, Finance, Relationship Management, Financial Analysis, Branch Banking, Management
Education
Marist College 2004 — 2008
BS, Business Admin/ Finance
Hovig Patatian Hovig Patatian's AXA Distributors Experience August 2011 - Present
Job Regional Vice President at AXA
Industry Financial Services
Experience
AXA August 2014 - Present
AXA Distributors August 2011 - Present
InterMedia Advertising July 2010 - July 2011
koas kreations June 2010 - March 2011
Skills
Marketing, Series 6, Relationship Management, Variable Annuities, Presentations, sales, Indexed Annuities, Seminars, Wholesale, Point of Sale, Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Series 63, Sales, Microsoft Word, Series 7, PowerPoint, Customer Service
Education
University of California, San Diego 2007 — 2010
Visual Arts, Media - Film and Video
AXA August 2014 - Present
AXA Distributors August 2011 - Present
InterMedia Advertising July 2010 - July 2011
koas kreations June 2010 - March 2011
Skills
Marketing, Series 6, Relationship Management, Variable Annuities, Presentations, sales, Indexed Annuities, Seminars, Wholesale, Point of Sale, Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Series 63, Sales, Microsoft Word, Series 7, PowerPoint, Customer Service
Education
University of California, San Diego 2007 — 2010
Visual Arts, Media - Film and Video
Monica Fong's AXA Distributors Experience July 2013 - February 2014
Job Regional Sales Associate at AXA
Industry Insurance
Experience
AXA February 2014 - Present
AXA Distributors July 2013 - February 2014
Auerbach Grayson February 2013 - 2013
New York Life Insurance Company June 2011 - January 2012
Addabbo & Greenberg June 2010 - August 2010
Skills
Event Planning, Political Philosophy, Economic Development, Econometrics, Legal Writing, Game Theory, Strategic Planning, Retention Strategies, Volunteer Recruiting, Microsoft Excel, Research, Insurance, Finance, Financial Services, Investments, Social Media, Public Speaking, Data Analysis, Leadership, Sales
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Economics & Philosophy
The Brearley School (All-Girls Independent School)
AXA February 2014 - Present
AXA Distributors July 2013 - February 2014
Auerbach Grayson February 2013 - 2013
New York Life Insurance Company June 2011 - January 2012
Addabbo & Greenberg June 2010 - August 2010
Skills
Event Planning, Political Philosophy, Economic Development, Econometrics, Legal Writing, Game Theory, Strategic Planning, Retention Strategies, Volunteer Recruiting, Microsoft Excel, Research, Insurance, Finance, Financial Services, Investments, Social Media, Public Speaking, Data Analysis, Leadership, Sales
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Economics & Philosophy
The Brearley School (All-Girls Independent School)
Steven Carapella's AXA Distributors Experience August 2000 - February 2006
Job Lead Manager Business Development
Industry Financial Services
Experience
Positive Promotions, Inc. September 2008 - December 2009
Guardian Life Insurance March 2007 - December 2009
AXA Distributors August 2000 - February 2006
Skills
Account Management, Adult Education, Performance Consulting, Curriculum Development, Metrics, Sales Management, Instructional Design, Public Speaking, Performance Management, Territory Management, Metrics Reporting, Sales Operations, Sales Presentations, Presentation Coaching, Career Development, Sales Force Development, Business Development, Series 7, Defined Contribution, 401k, 457b, Defined Benefit, Training, Leadership, Talent Management, Mutual Funds, Salesforce Training, Fixed Annuities, Retirement Planning, Sales, Series 63, Financial Services, Retirement, Series 6, Insurance, Succession Planning, Coaching, Series 24, Financial Advisory, Wealth Management, Investment Advisory, Employee Benefits, Relationship Management, Series 65, Life Insurance, Strategic Planning, Securities, FINRA, Asset Allocation, Investments
Education
State University of New York at Stony Brook 1990 — 1996
B.A., Business Management
Syosset High School 1986 — 1990
Positive Promotions, Inc. September 2008 - December 2009
Guardian Life Insurance March 2007 - December 2009
AXA Distributors August 2000 - February 2006
Skills
Account Management, Adult Education, Performance Consulting, Curriculum Development, Metrics, Sales Management, Instructional Design, Public Speaking, Performance Management, Territory Management, Metrics Reporting, Sales Operations, Sales Presentations, Presentation Coaching, Career Development, Sales Force Development, Business Development, Series 7, Defined Contribution, 401k, 457b, Defined Benefit, Training, Leadership, Talent Management, Mutual Funds, Salesforce Training, Fixed Annuities, Retirement Planning, Sales, Series 63, Financial Services, Retirement, Series 6, Insurance, Succession Planning, Coaching, Series 24, Financial Advisory, Wealth Management, Investment Advisory, Employee Benefits, Relationship Management, Series 65, Life Insurance, Strategic Planning, Securities, FINRA, Asset Allocation, Investments
Education
State University of New York at Stony Brook 1990 — 1996
B.A., Business Management
Syosset High School 1986 — 1990
Erin Spataro Erin Spataro's AXA Distributors Experience August 2010 - April 2012
Job Market Rearch Analyst/Competitive Intelligence at AXA Distributors
Industry Financial Services
Experience
AXA Equitable April 2012 - Present
AXA Distributors August 2010 - April 2012
AXA Distributors June 2009 - August 2010
AXA Distributors June 2007 - June 2009
UBS Financial Services, Inc July 2003 - June 2007
Skills
Series 63, Series 7
Education
Siena College 1999 — 2003
BS, Finance
Griffith University 2002 — 2002
Finance
AXA Equitable April 2012 - Present
AXA Distributors August 2010 - April 2012
AXA Distributors June 2009 - August 2010
AXA Distributors June 2007 - June 2009
UBS Financial Services, Inc July 2003 - June 2007
Skills
Series 63, Series 7
Education
Siena College 1999 — 2003
BS, Finance
Griffith University 2002 — 2002
Finance
Logan Taunton's AXA Distributors Experience August 2007 - November 2008
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Patrick Malloy, CFP® Patrick Malloy, CFP®'s AXA Distributors Experience December 2002 - August 2010
Job Investment Advisor at Capital Investment Advisors
Industry Financial Services
Experience
Capital Investment Advisors January 2015 - Present
Perimeter Planning, LLC 2012 - January 2015
Curian Capital September 2010 - August 2012
AXA Distributors December 2002 - August 2010
J&W Seligman February 2000 - October 2002
Skills
CFS, Certified Fund..., Comprehensive Financial..., Wealth Management, Investment Management, Retirement Planning, Retirement Income..., College Education..., Insurance Planning, Liability Management, Estate Planning, Securities, Alternative Investments, Investments, Tax Planning, Financial Advisory, Financial Planners, Wealth Management..., Mutual Funds, Asset Management, Fixed Annuities, Financial Goals, Financial Planning, Retirement, Series 7
Education
Oglethorpe University
Financial Planning and Services
Fordham University
Bachelor of Arts, Economics
Wake Forest University
Communications
Capital Investment Advisors January 2015 - Present
Perimeter Planning, LLC 2012 - January 2015
Curian Capital September 2010 - August 2012
AXA Distributors December 2002 - August 2010
J&W Seligman February 2000 - October 2002
Skills
CFS, Certified Fund..., Comprehensive Financial..., Wealth Management, Investment Management, Retirement Planning, Retirement Income..., College Education..., Insurance Planning, Liability Management, Estate Planning, Securities, Alternative Investments, Investments, Tax Planning, Financial Advisory, Financial Planners, Wealth Management..., Mutual Funds, Asset Management, Fixed Annuities, Financial Goals, Financial Planning, Retirement, Series 7
Education
Oglethorpe University
Financial Planning and Services
Fordham University
Bachelor of Arts, Economics
Wake Forest University
Communications
Will von Schack Will von Schack's AXA Distributors Experience February 2006 - June 2007
Job Deloitte & Touche LLP
Industry Financial Services
Experience
Creighton Capital Management September 2009 - January 2011
Keefe, Bruyette, & Woods June 2008 - August 2008
AXA Distributors February 2006 - June 2007
Foote, Cone & Belding January 2005 - February 2006
Skills
Valuation, Financial Modeling, Investment Management, Private Equity, Financial Analysis, Project Management, Hedge Funds, Compliance, Strategic Planning, Due Diligence, Corporate Finance, Investments, Portfolio Management, Management Consulting, Venture Capital, Alternative Investments, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2000 — 2004
Bachelor of Arts (BA)
Sewickley Academy 1996 — 2000
High School
Creighton Capital Management September 2009 - January 2011
Keefe, Bruyette, & Woods June 2008 - August 2008
AXA Distributors February 2006 - June 2007
Foote, Cone & Belding January 2005 - February 2006
Skills
Valuation, Financial Modeling, Investment Management, Private Equity, Financial Analysis, Project Management, Hedge Funds, Compliance, Strategic Planning, Due Diligence, Corporate Finance, Investments, Portfolio Management, Management Consulting, Venture Capital, Alternative Investments, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2000 — 2004
Bachelor of Arts (BA)
Sewickley Academy 1996 — 2000
High School
Jeff Herman Jeff Herman's AXA Distributors Experience January 2004 - January 2006
Job Wealth Management | Real Estate Investment | Angel Investor
Industry Financial Services
Experience
Wagner Wealth Management October 2013 - Present
H&H Real Estate LLC April 2009 - Present
AXA-Equitable July 2011 - January 2012
AXA Life Japan May 2007 - July 2011
AXA Life Japan January 2006 - May 2007
AXA Distributors January 2004 - January 2006
AXA Distributors July 2001 - January 2004
Dreyfus August 1994 - July 2001
Education
East Carolina University 1984 — 1988
BA, Communications
Hibriten High School
Wagner Wealth Management October 2013 - Present
H&H Real Estate LLC April 2009 - Present
AXA-Equitable July 2011 - January 2012
AXA Life Japan May 2007 - July 2011
AXA Life Japan January 2006 - May 2007
AXA Distributors January 2004 - January 2006
AXA Distributors July 2001 - January 2004
Dreyfus August 1994 - July 2001
Education
East Carolina University 1984 — 1988
BA, Communications
Hibriten High School
Melissa Tierney's AXA Distributors Experience February 2005 - June 2008
Job Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Financial Advisor Solutions, Fidelity Investments Company July 2008 - Present
AXA Distributors February 2005 - June 2008
AXA 2005 - 2008
Fidelity Investments 1996 - 2000
Education
Kenyon College 1985 — 1989
BA, Political Science
Fidelity Financial Advisor Solutions, Fidelity Investments Company July 2008 - Present
AXA Distributors February 2005 - June 2008
AXA 2005 - 2008
Fidelity Investments 1996 - 2000
Education
Kenyon College 1985 — 1989
BA, Political Science
Bill Radonavitch Bill Radonavitch's AXA Distributors Experience September 2013 - Present
Job Regional Vice President at AXA Distributors
Industry Human Resources
Experience
AXA Distributors September 2013 - Present
ERP Actuaries and Consultants May 2012 - September 2013
Allstate Workplace Division 2008 - 2012
ADP July 2007 - February 2008
ADP 1995 - 2008
Skills
PEO, Salesforce.com, HRO, 401k, Employee Benefits, Selling, Sales Process, Cold Calling, SaaS, Benefits Administration, ADP Payroll, Business Development, Insurance, Leadership, Customer Retention, Sales Presentations, Sales, Business Planning, Lead Generation, Account Management, CRM, Small Business, Recruiting, Relationship Management, Strategy, Retirement, Sales Operations, Financial Services
Education
Messiah College 1982 — 1987
Business, Accounting
AXA Distributors September 2013 - Present
ERP Actuaries and Consultants May 2012 - September 2013
Allstate Workplace Division 2008 - 2012
ADP July 2007 - February 2008
ADP 1995 - 2008
Skills
PEO, Salesforce.com, HRO, 401k, Employee Benefits, Selling, Sales Process, Cold Calling, SaaS, Benefits Administration, ADP Payroll, Business Development, Insurance, Leadership, Customer Retention, Sales Presentations, Sales, Business Planning, Lead Generation, Account Management, CRM, Small Business, Recruiting, Relationship Management, Strategy, Retirement, Sales Operations, Financial Services
Education
Messiah College 1982 — 1987
Business, Accounting
Amy Kelly Amy Kelly's AXA Distributors Experience September 1996 - June 2006
Job Product Manager
Industry Financial Services
Experience
Realty Capital Securities, LLC March 2013 - Present
Mad Hatter on the Jersey Shore January 2006 - Present
Lightstone Group October 2012 - March 2013
SC Distributors January 2011 - September 2012
AIG Royal Alliance June 2008 - December 2010
Prudential Financial June 2006 - July 2007
AXA Distributors September 1996 - June 2006
Skills
Series 63, Personal Finance, Private Placements, Wealth Management, Mutual Funds, Retirement Planning, Income Protection, Fixed Annuities, Series 7, Alternative Investments, Institutional Sales, Asset Allocation, 403 b, Series 24, Life Insurance
Education
Georgia State University 1991 — 1994
BA, Finance
Bremen High School 1985 — 1989
Realty Capital Securities, LLC March 2013 - Present
Mad Hatter on the Jersey Shore January 2006 - Present
Lightstone Group October 2012 - March 2013
SC Distributors January 2011 - September 2012
AIG Royal Alliance June 2008 - December 2010
Prudential Financial June 2006 - July 2007
AXA Distributors September 1996 - June 2006
Skills
Series 63, Personal Finance, Private Placements, Wealth Management, Mutual Funds, Retirement Planning, Income Protection, Fixed Annuities, Series 7, Alternative Investments, Institutional Sales, Asset Allocation, 403 b, Series 24, Life Insurance
Education
Georgia State University 1991 — 1994
BA, Finance
Bremen High School 1985 — 1989
Jessica Walto Jessica Walto's AXA Distributors Experience August 2014 - Present
Job Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
Brian Lamkin's AXA Distributors Experience September 2009 - December 2009
Job Regional Vice President at AIG SunAmerica Asset Management
Industry Financial Services
Experience
AIG SunAmerica Asset Management June 2013 - Present
Franklin Square Capital Partners December 2012 - May 2013
Wells Real Estate Funds July 2012 - November 2012
Wells Real Estate Funds November 2010 - July 2012
Konsortium Capital Partners, LLC March 2010 - August 2010
AXA Distributors September 2009 - December 2009
AXA Distributors September 2005 - December 2009
Skills
Series 63, Series 7, Variable Annuities, Fixed Annuities, Investments, Retirement Planning, Securities, Alternative Investments, Relationship Management, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Sales, Asset Management
Education
University of Kansas 1999 — 2004
Bachelor of Arts (BA), Psychology
AIG SunAmerica Asset Management June 2013 - Present
Franklin Square Capital Partners December 2012 - May 2013
Wells Real Estate Funds July 2012 - November 2012
Wells Real Estate Funds November 2010 - July 2012
Konsortium Capital Partners, LLC March 2010 - August 2010
AXA Distributors September 2009 - December 2009
AXA Distributors September 2005 - December 2009
Skills
Series 63, Series 7, Variable Annuities, Fixed Annuities, Investments, Retirement Planning, Securities, Alternative Investments, Relationship Management, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Sales, Asset Management
Education
University of Kansas 1999 — 2004
Bachelor of Arts (BA), Psychology
John Beau Grega John Beau Grega's AXA Distributors Experience 1995 - 2001
Job Financial Services Consultant at Primerica
Industry Financial Services
Experience
Primerica July 2014 - Present
Financial Services Management 1985 - Present
AXA-Financial 2001 - 2013
AXA-Distributors 1995 - 2001
AXA-Equitable 1989 - 1995
Union & Dollar Dry Dock Savings Bamk 1985 - 1989
Skills
Fixed Annuities, Life Insurance, Insurance, Financial Services, Retirement Planning
Education
Frostburg State University 1978 — 1982
Bachelor of Science (B.S.), Business Admin and Parks & Recreation
Brooklyn Technical High School 1974 — 1978
Primerica July 2014 - Present
Financial Services Management 1985 - Present
AXA-Financial 2001 - 2013
AXA-Distributors 1995 - 2001
AXA-Equitable 1989 - 1995
Union & Dollar Dry Dock Savings Bamk 1985 - 1989
Skills
Fixed Annuities, Life Insurance, Insurance, Financial Services, Retirement Planning
Education
Frostburg State University 1978 — 1982
Bachelor of Science (B.S.), Business Admin and Parks & Recreation
Brooklyn Technical High School 1974 — 1978
Scott Kudrick's AXA Distributors Experience September 1999 - January 2011
Job Volunteer at Big Brothers Big Sisters of Massachusetts Bay
Industry Capital Markets
Experience
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
David DeCarlo David DeCarlo's AXA Distributors Experience 1999 - 2000
Job Consultant, Strategic Planning & Risk Management at JD Property Management, Inc.
Industry Financial Services
Experience
JD Property Management, Inc. January 2015 - Present
MetLife September 2010 - October 2014
MetLife 2005 - 2010
MetLife 2003 - 2005
MetLife 2000 - 2003
AXA Distributors 1999 - 2000
AXA Distributors 1998 - 1999
Education
The American College 2015 — 2016
Chartered Life Underwriter (CLU)
University of California, Santa Barbara
Bachelor’s Degree, Environmental Studies
JD Property Management, Inc. January 2015 - Present
MetLife September 2010 - October 2014
MetLife 2005 - 2010
MetLife 2003 - 2005
MetLife 2000 - 2003
AXA Distributors 1999 - 2000
AXA Distributors 1998 - 1999
Education
The American College 2015 — 2016
Chartered Life Underwriter (CLU)
University of California, Santa Barbara
Bachelor’s Degree, Environmental Studies
Matthew O. Reagan Matthew O. Reagan's AXA Distributors Experience January 2005 - April 2008
Job Regional Vice President at Bluerock Real Estate
Industry Wholesale
Experience
Bluerock Real Estate April 2015 - Present
Terra Capital Markets March 2011 - Present
AXA Equitable April 2008 - March 2011
AXA Distributors January 2005 - April 2008
Blackheath Financial February 2004 - November 2004
Maxim Group October 2003 - January 2004
Skills
Series 7, CRPC, Series 63, Fixed Annuities, Mutual Funds, Alternative Investments, Retirement Planning, Variable Annuities, Investments, Equities, Retirement, Wealth Management, Uniform Combined State..., Financial Planners, Life Insurance, FINRA, 401k, Separately Managed..., Financial Advisory, Asset Managment, Long-term Care, Series 65, IRAs, Portfolio Management, Underwriting, Financial Markets, Bonds, Series 24, Strategic Financial..., ETFs, Fixed Income, Life & Health Insurance..., Insurance, Investment Advisory, Hedge Funds, Relationship Management, Defined Benefit, Estate Planning, Wealth Accumulation, Investment Strategies, Term Life Insurance, Disability Insurance, Financial Services, Investment Management, Wealth, Wholesale, 401k Rollovers, CRM, Capital Markets, Finance
Education
Fordham University 1999 — 2003
Bachelor, Finance, secondary concentration in Management
University College Dublin 2001 — 2001
Finance, Semester Abroad program
St. Edward High School 1995 — 1999
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bluerock Real Estate April 2015 - Present
Terra Capital Markets March 2011 - Present
AXA Equitable April 2008 - March 2011
AXA Distributors January 2005 - April 2008
Blackheath Financial February 2004 - November 2004
Maxim Group October 2003 - January 2004
Skills
Series 7, CRPC, Series 63, Fixed Annuities, Mutual Funds, Alternative Investments, Retirement Planning, Variable Annuities, Investments, Equities, Retirement, Wealth Management, Uniform Combined State..., Financial Planners, Life Insurance, FINRA, 401k, Separately Managed..., Financial Advisory, Asset Managment, Long-term Care, Series 65, IRAs, Portfolio Management, Underwriting, Financial Markets, Bonds, Series 24, Strategic Financial..., ETFs, Fixed Income, Life & Health Insurance..., Insurance, Investment Advisory, Hedge Funds, Relationship Management, Defined Benefit, Estate Planning, Wealth Accumulation, Investment Strategies, Term Life Insurance, Disability Insurance, Financial Services, Investment Management, Wealth, Wholesale, 401k Rollovers, CRM, Capital Markets, Finance
Education
Fordham University 1999 — 2003
Bachelor, Finance, secondary concentration in Management
University College Dublin 2001 — 2001
Finance, Semester Abroad program
St. Edward High School 1995 — 1999
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Allison Murphy's AXA Distributors Experience December 2014 - Present
Job AXA Distributors
Industry Financial Services
Experience
AXA Distributors December 2014 - Present
Hugo Boss April 2014 - December 2014
Beyond Genetics Supplements December 2013 - March 2014
ScanSource March 2013 - August 2013
ScanSource May 2007 - February 2013
Skills
Bill Garcia Negotiation, Workflow Management, Planning for Profit, Microsoft Office, Solution Selling, Account Management, Sales Management, Channel, New Business Development, B2B, Product Marketing, Sales, Salesforce.com, Marketing Strategy, Sales Process, Key Account Management, POS, Selling, Business Development, Multi-channel Marketing, B2B Marketing, Inventory Management, ShoreTel, Training, Barcode, Polycom Video..., Polycom, Telephony, Video Conferencing, Retail, Channel Partners, Strategic Partnerships, Cold Calling, International Sales, Market Planning, Trade Shows
Education
Clemson University 2004 — 2007
Bachelor of Science; Bachelors of Science, Economics
AXA Distributors December 2014 - Present
Hugo Boss April 2014 - December 2014
Beyond Genetics Supplements December 2013 - March 2014
ScanSource March 2013 - August 2013
ScanSource May 2007 - February 2013
Skills
Bill Garcia Negotiation, Workflow Management, Planning for Profit, Microsoft Office, Solution Selling, Account Management, Sales Management, Channel, New Business Development, B2B, Product Marketing, Sales, Salesforce.com, Marketing Strategy, Sales Process, Key Account Management, POS, Selling, Business Development, Multi-channel Marketing, B2B Marketing, Inventory Management, ShoreTel, Training, Barcode, Polycom Video..., Polycom, Telephony, Video Conferencing, Retail, Channel Partners, Strategic Partnerships, Cold Calling, International Sales, Market Planning, Trade Shows
Education
Clemson University 2004 — 2007
Bachelor of Science; Bachelors of Science, Economics
Joe W. Gibson Joe W. Gibson's AXA Distributors Experience January 2000 - April 2002
Job Retirement Plan Consultant at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Steve Gil Steve Gil's AXA Distributors Experience 2008 - January 2011
Job Product Owner at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group May 2015 - Present
CareVoz.com April 2012 - April 2015
IRI, the Assocation for Insured Retirement Solutions August 2011 - March 2012
The Depository Trust & Clearing Corporation February 2011 - July 2011
AXA Distributors 2008 - January 2011
AXA Distributors 2006 - 2008
AXA Equitable 2004 - 2006
AXA Equitable 2003 - 2004
AXA Equitable July 2002 - 2003
New York Power Authority January 2002 - June 2002
Skills
Business Analysis, Financial Services, Vendor Management, Process Improvement, Risk Management, Management, Strategic Planning, Program Management, Requirements Analysis, Leadership, Insurance, CRM, Retirement, Strategy, Life Insurance, Investments, Relationship Management, Series 63, Project Management, Analysis, Retirement Planning, IT Strategy, New Business Development, Long-term Care, Strategic Financial..., Business Strategy, Mutual Funds, Product Development, SDLC, Business Relationship..., Business Intelligence, Team Leadership, Business Development
Education
Pace University 1995 — 1999
Bachelors of Science, Information Systems
UnitedHealth Group May 2015 - Present
CareVoz.com April 2012 - April 2015
IRI, the Assocation for Insured Retirement Solutions August 2011 - March 2012
The Depository Trust & Clearing Corporation February 2011 - July 2011
AXA Distributors 2008 - January 2011
AXA Distributors 2006 - 2008
AXA Equitable 2004 - 2006
AXA Equitable 2003 - 2004
AXA Equitable July 2002 - 2003
New York Power Authority January 2002 - June 2002
Skills
Business Analysis, Financial Services, Vendor Management, Process Improvement, Risk Management, Management, Strategic Planning, Program Management, Requirements Analysis, Leadership, Insurance, CRM, Retirement, Strategy, Life Insurance, Investments, Relationship Management, Series 63, Project Management, Analysis, Retirement Planning, IT Strategy, New Business Development, Long-term Care, Strategic Financial..., Business Strategy, Mutual Funds, Product Development, SDLC, Business Relationship..., Business Intelligence, Team Leadership, Business Development
Education
Pace University 1995 — 1999
Bachelors of Science, Information Systems
Ryan Tiernan AIF, CIMA Ryan Tiernan AIF, CIMA's AXA Distributors Experience 2000 - 2002
Job Senior HSA Consultant at Access Point HSA
Industry Investment Management
Experience
Access Point HSA March 2015 - Present
Columbia Management Distributors January 2008 - March 2015
Fidelity Investment Institutional Services (FIIS) January 2005 - January 2008
Fidelity Institutional Investment Services (FIIS) February 2003 - January 2005
AXA Distributors 2000 - 2002
AXA 2000 - 2002
Knight Trading Group July 2000 - January 2001
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, Retirement, Financial Services, Portfolio Management, Series 63, 401k, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Series 6
Education
University of Massachusetts, Amherst 1995 — 1999
B.S., School of Public Health
The University of Queensland 1997 — 1997
Middletown 1991 — 1995
Access Point HSA March 2015 - Present
Columbia Management Distributors January 2008 - March 2015
Fidelity Investment Institutional Services (FIIS) January 2005 - January 2008
Fidelity Institutional Investment Services (FIIS) February 2003 - January 2005
AXA Distributors 2000 - 2002
AXA 2000 - 2002
Knight Trading Group July 2000 - January 2001
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, Retirement, Financial Services, Portfolio Management, Series 63, 401k, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Series 6
Education
University of Massachusetts, Amherst 1995 — 1999
B.S., School of Public Health
The University of Queensland 1997 — 1997
Middletown 1991 — 1995
Thomas Mocogni Thomas Mocogni's AXA Distributors Experience 1988 - Present
Job regional vice president at Axa distributors
Industry Financial Services
Experience
AXA Distributors 1988 - Present
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Retirement, Asset Allocation, 401k, Fixed Annuities, Financial Planning, Financial Advisory, Alternative Investments, Series 6, Securities, Insurance, Financial Services, Investment Advisory, Asset Management, Life Insurance, Sales, IRAs, Variable Annuities, Investment Strategies, Equities, Risk Management
Education
Lake Forest College
University of Illinois at Urbana-Champaign
AXA Distributors 1988 - Present
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Retirement, Asset Allocation, 401k, Fixed Annuities, Financial Planning, Financial Advisory, Alternative Investments, Series 6, Securities, Insurance, Financial Services, Investment Advisory, Asset Management, Life Insurance, Sales, IRAs, Variable Annuities, Investment Strategies, Equities, Risk Management
Education
Lake Forest College
University of Illinois at Urbana-Champaign
Paul Izzo Paul Izzo's AXA Distributors Experience 2006 - 2009
Job National Account Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments 2010 - Present
Russell Investments 2009 - 2010
AXA Distributors 2006 - 2009
AXA Distributors 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Clemson University 1998 — 2002
Business Management, Finance
Russell Investments 2010 - Present
Russell Investments 2009 - 2010
AXA Distributors 2006 - 2009
AXA Distributors 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Clemson University 1998 — 2002
Business Management, Finance
Ryan Lancaster Ryan Lancaster's AXA Distributors Experience June 2013 - January 2015
Job Product Specialist
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
AXA Distributors June 2013 - January 2015
Blacktop Management August 2010 - July 2013
Globally August 2008 - May 2012
Skills
Customer Service, Consulting, sales, marketing, management, Financial Advisory, Inventory, Stocking, Cashiering, Construction, Landscaping, Variable Annuities, Finance, Financial Planning, Retirement Planning, Series 6, Series 63, Life Insurance, Sales Presentations, Wholesale
Education
Holy Family University 2004 — 2008
Bachelor of Arts, Business Management and Marketing
Egg Harbor Township High School 2000 — 2004
OppenheimerFunds January 2015 - Present
AXA Distributors June 2013 - January 2015
Blacktop Management August 2010 - July 2013
Globally August 2008 - May 2012
Skills
Customer Service, Consulting, sales, marketing, management, Financial Advisory, Inventory, Stocking, Cashiering, Construction, Landscaping, Variable Annuities, Finance, Financial Planning, Retirement Planning, Series 6, Series 63, Life Insurance, Sales Presentations, Wholesale
Education
Holy Family University 2004 — 2008
Bachelor of Arts, Business Management and Marketing
Egg Harbor Township High School 2000 — 2004
Louis R Fevrin Louis R Fevrin's AXA Distributors Experience 2000 - 2004
Job Louis Fevrin Insurance Agency
Industry Financial Services
Experience
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Stephen Dowling Stephen Dowling's AXA Distributors Experience 2010 - April 2011
Job Manager at KPMG
Industry Financial Services
Joe Logrippo Joe Logrippo's AXA Distributors Experience August 2007 - July 2014
Job Wealth Manager at Intercontinental Financial Group
Industry Financial Services
Experience
LPL Financial August 2014 - April 2015
AXA Distributors August 2007 - July 2014
MFS Investment Management November 2001 - October 2006
Skills
Investment Advisory, Investments, Separately Managed..., Wealth Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, 401k, Retirement, IRAs, Alternative Investments, Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Leadership, Series 6, FINRA, Series 7, Series 63, Series 65
Education
Boston University 2015 — 2017
CFP Candidate, Financial Planning
Harvard Extension School 2007 — 2008
Suffolk University 2003 — 2004
MBA Candidate
Boston University 1994 — 1998
Bachelor’s Degree
LPL Financial August 2014 - April 2015
AXA Distributors August 2007 - July 2014
MFS Investment Management November 2001 - October 2006
Skills
Investment Advisory, Investments, Separately Managed..., Wealth Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, 401k, Retirement, IRAs, Alternative Investments, Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Leadership, Series 6, FINRA, Series 7, Series 63, Series 65
Education
Boston University 2015 — 2017
CFP Candidate, Financial Planning
Harvard Extension School 2007 — 2008
Suffolk University 2003 — 2004
MBA Candidate
Boston University 1994 — 1998
Bachelor’s Degree
Jason Evanter's AXA Distributors Experience April 2015 - Present
Job Lead Sales Associate at AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2015 - Present
Northwestern Mutual May 2014 - April 2015
EY March 2013 - May 2014
Mid-Atlantic Securities Inc August 2011 - August 2012
WCDB September 2010 - May 2011
University of Albany Men’s Club Soccer Team September 2009 - May 2011
American Marketing Association September 2008 - May 2011
Skills
Strategy, Social Networking, Accounting, Marketing, Event Planning, PowerPoint, Project Planning, Budgets, Microsoft Office, Finance, Leadership, Social Media
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts, World History
AXA Distributors April 2015 - Present
Northwestern Mutual May 2014 - April 2015
EY March 2013 - May 2014
Mid-Atlantic Securities Inc August 2011 - August 2012
WCDB September 2010 - May 2011
University of Albany Men’s Club Soccer Team September 2009 - May 2011
American Marketing Association September 2008 - May 2011
Skills
Strategy, Social Networking, Accounting, Marketing, Event Planning, PowerPoint, Project Planning, Budgets, Microsoft Office, Finance, Leadership, Social Media
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts, World History
Matt Carroll's AXA Distributors Experience July 2013 - Present
Job Internal Wholesaler, AXA Distributors
Industry Financial Services
Experience
AXA Distributors July 2013 - Present
uFinancial Group September 2012 - December 2012
AXA Equitable May 2012 - September 2012
ING Financial Partners January 2012 - May 2012
EMC January 2011 - July 2011
Vector Marketing December 2008 - June 2009
Skills
Salesforce.com, Sales, Microsoft Excel, Cold Calling, PowerPoint, Account Management, Marketing, Microsoft Office, Direct Sales, Sales Management, Customer Service, Sales Process, Microsoft Word, Social Media, New Business Development, Market Research, Leadership, Social Media Marketing, Outlook, Marketing Strategy, Social Networking, Wealth Management, Finance, Business Development
Education
Northeastern University 2008 — 2013
CBA, Finance and Marketing
West Chester University of Pennsylvania 2011 — 2012
Economics
AXA Distributors July 2013 - Present
uFinancial Group September 2012 - December 2012
AXA Equitable May 2012 - September 2012
ING Financial Partners January 2012 - May 2012
EMC January 2011 - July 2011
Vector Marketing December 2008 - June 2009
Skills
Salesforce.com, Sales, Microsoft Excel, Cold Calling, PowerPoint, Account Management, Marketing, Microsoft Office, Direct Sales, Sales Management, Customer Service, Sales Process, Microsoft Word, Social Media, New Business Development, Market Research, Leadership, Social Media Marketing, Outlook, Marketing Strategy, Social Networking, Wealth Management, Finance, Business Development
Education
Northeastern University 2008 — 2013
CBA, Finance and Marketing
West Chester University of Pennsylvania 2011 — 2012
Economics
Juana Gina Escobar's AXA Distributors Experience March 2006 - May 2008
Job Payroll Assistant at Hudson City Savings Bank
Industry Banking
Experience
Hudson City Savings Bank September 2010 - Present
Hudson City Savings Bank August 2009 - September 2010
AXA Distributors March 2006 - May 2008
AXA Equitable July 2003 - March 2006
Skills
ADP Enterprise, Microsoft Excel, Microsoft Word, ADP Timesaver, PowerPoint, PeopleSoft, Outlook, Visual Basic, ADP Payroll, Employee Benefits, Employee Training, Time Management, Management, Finance, Payroll, Banking, Software Documentation, Customer Service, Risk Management
Education
Centro Escolar University 1985 — 1990
Bachelor of Science (B.S.), Education
Computer Learning Center 1997 — 1998
Diploma, Microcomputer Business Applications
Hudson City Savings Bank September 2010 - Present
Hudson City Savings Bank August 2009 - September 2010
AXA Distributors March 2006 - May 2008
AXA Equitable July 2003 - March 2006
Skills
ADP Enterprise, Microsoft Excel, Microsoft Word, ADP Timesaver, PowerPoint, PeopleSoft, Outlook, Visual Basic, ADP Payroll, Employee Benefits, Employee Training, Time Management, Management, Finance, Payroll, Banking, Software Documentation, Customer Service, Risk Management
Education
Centro Escolar University 1985 — 1990
Bachelor of Science (B.S.), Education
Computer Learning Center 1997 — 1998
Diploma, Microcomputer Business Applications
Lara Urfer Lara Urfer's AXA Distributors Experience March 2007 - May 2012
Job Senior Manager: Product Management, Design and Implementation at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2012 - Present
AXA Distributors March 2007 - May 2012
Ringling Museum of Art February 2005 - December 2006
Skills
Sales, Marketing, Sales Management, Business Planning, Customer Service, Product Management, Investments, Retail, Insurance, New Business Development, Financial Services, Strategic Planning, Relationship Management, Account Management, Marketing Strategy, Management, Training, Analysis, Project Management, Competitive Analysis, Series 63, Series 7, Mutual Funds, Financial Analysis, Finance, Fixed Annuities, Pricing, 401k, Securities
Education
The College of William and Mary 2003 — 2003
Semester Abroad; Italian, Art History, Italian Culture and Civilization
Florida State University 2002 — 2002
Semester Abroad; Italian and Art History
Universita di Firenze 2002 — 2002
History, Italian, Anthropology, Art History
Fashion Institute of Technology
Creative Enterprise Ownership, Creative Enterprise Ownership and Small Business Management
New York University
Art Business and Administration
Parsons School of Design
Creative Writing, Jewelry Design and Advanced Ceramics
University of Florida
Bachelor of Fine Arts, Art History, Italian, Photgraphy
AXA Equitable June 2012 - Present
AXA Distributors March 2007 - May 2012
Ringling Museum of Art February 2005 - December 2006
Skills
Sales, Marketing, Sales Management, Business Planning, Customer Service, Product Management, Investments, Retail, Insurance, New Business Development, Financial Services, Strategic Planning, Relationship Management, Account Management, Marketing Strategy, Management, Training, Analysis, Project Management, Competitive Analysis, Series 63, Series 7, Mutual Funds, Financial Analysis, Finance, Fixed Annuities, Pricing, 401k, Securities
Education
The College of William and Mary 2003 — 2003
Semester Abroad; Italian, Art History, Italian Culture and Civilization
Florida State University 2002 — 2002
Semester Abroad; Italian and Art History
Universita di Firenze 2002 — 2002
History, Italian, Anthropology, Art History
Fashion Institute of Technology
Creative Enterprise Ownership, Creative Enterprise Ownership and Small Business Management
New York University
Art Business and Administration
Parsons School of Design
Creative Writing, Jewelry Design and Advanced Ceramics
University of Florida
Bachelor of Fine Arts, Art History, Italian, Photgraphy
Roger Turley's AXA Distributors Experience May 2010 - August 2013
Job at Fred Alger Management
Industry Insurance
Experience
Fred Alger Management August 2013 - Present
AXA Distributors May 2010 - August 2013
Metropolitan Life Insurance Company June 2008 - October 2009
Lincoln Financial Group September 2007 - December 2007
Johnson & Johnson May 2007 - August 2007
Education
Rowan University
Fred Alger Management August 2013 - Present
AXA Distributors May 2010 - August 2013
Metropolitan Life Insurance Company June 2008 - October 2009
Lincoln Financial Group September 2007 - December 2007
Johnson & Johnson May 2007 - August 2007
Education
Rowan University
Bob Goldenberg Bob Goldenberg's AXA Distributors Experience 2004 - 2008
Job Retirement is everything I'd hoped it would be
Industry Financial Services
Experience
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Len Murtha Len Murtha's AXA Distributors Experience July 1997 - August 2009
Job Investment Professional
Industry Investment Management
Experience
Len Murtha September 2009 - Present
AXA Distributors July 1997 - August 2009
AXA Equitable 1997 - 2009
Skills
Retirement Planning, Series 65, Variable Products, Series 7, Separately Managed..., Mutual Funds, Executive Management, Financial Services, Variable Annuities, Series 24, Wealth Management..., Series 6, Fixed Annuities, Series 63, Income, 401k, Alternative Investments, Uniform Combined State..., Strategic Financial..., FINRA, Investments, Retirement, Wholesale, IRAs, Financial Advisory, Indexed Annuities, Life Insurance, Investment Advisory, REIT, Asset Allocation, Defined Contribution, Investment Strategies, Investment Management, Securities, Long Term Care Insurance, Wealth Accumulation, Managed Futures, Financial Planners, Asset Management, Hedge Funds, Wealth, Qualified Retirement..., Equities, ETFs, Defined Benefit, Life & Health Insurance..., 403 b, Wealth Management, Income Protection, Certified Financial...
Education
University of Hartford 1990 — 1995
MBA, Finance
Central Connecticut State University 1984 — 1989
BS, Accounting
St. Thomas Aquinas 1980 — 1984
Len Murtha September 2009 - Present
AXA Distributors July 1997 - August 2009
AXA Equitable 1997 - 2009
Skills
Retirement Planning, Series 65, Variable Products, Series 7, Separately Managed..., Mutual Funds, Executive Management, Financial Services, Variable Annuities, Series 24, Wealth Management..., Series 6, Fixed Annuities, Series 63, Income, 401k, Alternative Investments, Uniform Combined State..., Strategic Financial..., FINRA, Investments, Retirement, Wholesale, IRAs, Financial Advisory, Indexed Annuities, Life Insurance, Investment Advisory, REIT, Asset Allocation, Defined Contribution, Investment Strategies, Investment Management, Securities, Long Term Care Insurance, Wealth Accumulation, Managed Futures, Financial Planners, Asset Management, Hedge Funds, Wealth, Qualified Retirement..., Equities, ETFs, Defined Benefit, Life & Health Insurance..., 403 b, Wealth Management, Income Protection, Certified Financial...
Education
University of Hartford 1990 — 1995
MBA, Finance
Central Connecticut State University 1984 — 1989
BS, Accounting
St. Thomas Aquinas 1980 — 1984
Graham Day Graham Day's AXA Distributors Experience April 2010 - Present
Job Divisional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2010 - Present
AXA Distributors March 2004 - April 2010
AXA Distributors January 2002 - March 2004
Credit Suisse First Boston July 1999 - December 2001
Skills
Series 7, Series 24, Series 63, CRPC, Variable Annuities, Life Insurance, Mutual Funds, Structured Products, Managed Money, Retirement Planning, Qualified Retirement..., Alternative Investments, Investment Advisory, Income Protection, Business Strategy, Product Distribution, Marketing Strategy, Estate Planning, Wealth Management..., Wealth Preservation..., Multi-generational...
Education
Lafayette College 1995 — 1999
Bachelor of Arts (B.A.), Government & Law
AXA Distributors April 2010 - Present
AXA Distributors March 2004 - April 2010
AXA Distributors January 2002 - March 2004
Credit Suisse First Boston July 1999 - December 2001
Skills
Series 7, Series 24, Series 63, CRPC, Variable Annuities, Life Insurance, Mutual Funds, Structured Products, Managed Money, Retirement Planning, Qualified Retirement..., Alternative Investments, Investment Advisory, Income Protection, Business Strategy, Product Distribution, Marketing Strategy, Estate Planning, Wealth Management..., Wealth Preservation..., Multi-generational...
Education
Lafayette College 1995 — 1999
Bachelor of Arts (B.A.), Government & Law
Peter R. Szczypala Peter R. Szczypala's AXA Distributors Experience July 2015 - Present
Job Senior Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA Distributors July 2015 - Present
ADP January 2013 - June 2015
Lake Mohawk Golf Club September 2006 - December 2012
Skills
Series 63, Microsoft Office, Access, Sales, Teamwork, Project Planning, Series 6, Financial Analysis, Microsoft Excel, SharePoint, Customer Service, Life & Health Insurance..., Adobe Photoshop, Computer Trouble..., Financial Calculations, Event Planning, Organization, ERISA, Salesforce.com, Retirement Planning, Troubleshooting, Finance, Investments, Strategic Financial..., PowerPoint, Microsoft Word, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
Bachelor's degree, Finance
AXA Distributors July 2015 - Present
ADP January 2013 - June 2015
Lake Mohawk Golf Club September 2006 - December 2012
Skills
Series 63, Microsoft Office, Access, Sales, Teamwork, Project Planning, Series 6, Financial Analysis, Microsoft Excel, SharePoint, Customer Service, Life & Health Insurance..., Adobe Photoshop, Computer Trouble..., Financial Calculations, Event Planning, Organization, ERISA, Salesforce.com, Retirement Planning, Troubleshooting, Finance, Investments, Strategic Financial..., PowerPoint, Microsoft Word, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
Bachelor's degree, Finance
Matthew Strazza, MBA's AXA Distributors Experience September 2006 - October 2009
Job Vice President at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios September 2012 - Present
Goldman Sachs Asset Management November 2009 - September 2012
AXA Distributors September 2006 - October 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, ETFs, Equities, Investments, Separately Managed..., Fixed Income, Asset Allocation, Asset Managment, Hedge Funds, Securities, Investment Strategies, Capital Markets, Series 66, Wealth Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance / Entrepreneurship
Villanova University 2002 — 2006
Bachelors of Science, Finance
First Trust Portfolios September 2012 - Present
Goldman Sachs Asset Management November 2009 - September 2012
AXA Distributors September 2006 - October 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, ETFs, Equities, Investments, Separately Managed..., Fixed Income, Asset Allocation, Asset Managment, Hedge Funds, Securities, Investment Strategies, Capital Markets, Series 66, Wealth Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance / Entrepreneurship
Villanova University 2002 — 2006
Bachelors of Science, Finance
Thomas Wojciechowski, CRPC®'s AXA Distributors Experience March 2007 - Present
Job Senior Regional Sales Associate at AXA Equitable
Industry Financial Services
Experience
AXA Distributors March 2007 - Present
Banc of America Investments August 2004 - March 2007
Wachovia Securities, LLC July 2003 - August 2004
Merrill Lynch, Inc June 2001 - June 2003
Skills
Securities License, Variable Annuities, mutual funds, Life & Health Insurance..., Stock Market, Bonds, Estate Planning, Mutual Funds, Financial Services, Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Retirement, Asset Management, Financial Advisory, Asset Allocation, IRAs, 401k, Series 7, Securities, Series 63, Alternative Investments, Uniform Combined State..., Series 6, Wealth Management, Life Insurance, Investment Advisory, Finance, Separately Managed..., Investment Strategies, ETFs, Fixed Income, Wealth Management..., Strategic Financial..., Relationship Management, Investments, Equities, Long-term Care, Strategy, Portfolio Management, Series 24, Retirement Plan..., Investment Management, Financial Planners, Credit, Series 65, Qualified Retirement..., FINRA, Sales
Education
Florida State University 1996 — 2001
BS Finance, financial markets, economics
AXA Distributors March 2007 - Present
Banc of America Investments August 2004 - March 2007
Wachovia Securities, LLC July 2003 - August 2004
Merrill Lynch, Inc June 2001 - June 2003
Skills
Securities License, Variable Annuities, mutual funds, Life & Health Insurance..., Stock Market, Bonds, Estate Planning, Mutual Funds, Financial Services, Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Retirement, Asset Management, Financial Advisory, Asset Allocation, IRAs, 401k, Series 7, Securities, Series 63, Alternative Investments, Uniform Combined State..., Series 6, Wealth Management, Life Insurance, Investment Advisory, Finance, Separately Managed..., Investment Strategies, ETFs, Fixed Income, Wealth Management..., Strategic Financial..., Relationship Management, Investments, Equities, Long-term Care, Strategy, Portfolio Management, Series 24, Retirement Plan..., Investment Management, Financial Planners, Credit, Series 65, Qualified Retirement..., FINRA, Sales
Education
Florida State University 1996 — 2001
BS Finance, financial markets, economics
Mitch Schuhman Mitch Schuhman's AXA Distributors Experience September 2010 - July 2011
Job Director of Annuity Product Development at AXA US
Industry Financial Services
Experience
AXA US June 2011 - Present
AXA Distributors September 2010 - July 2011
AXA Global Distributors March 2009 - September 2010
AXA Distributors February 2008 - March 2009
AXA Distributors February 2006 - March 2009
AXA Distributors September 2004 - February 2006
AXA Distributors September 2005 - November 2005
AXA Distributors July 2003 - September 2004
University Directories May 2003 - July 2003
University Directories May 2002 - August 2002
Skills
Variable Annuities, Structured Products, Indexed Annuities, Equity Indexed Annuities, Mutual Funds, Stock Market, Bond Markets, Equities, Series 63, ETFs, Uniform Combined State..., Asset Management, Investment Management, Asset Allocation, Retirement, Sales Operations, Marketing Strategy, Separately Managed..., Marketing, Management, Leadership, Securities, Retirement Planning, Fixed Income, Investment Strategies, Strategy, Fixed Annuities, Account Management, Product Management, Alternative Investments, Investments, Relationship Management, 401k, Investment Advisory, Sales, Series 6, Selling, Wealth Management, FINRA, Series 24, Financial Advisory, Series 7, Wealth Management..., Hedge Funds, Life Insurance, Strategic Financial..., Financial Services, Series 65, IRAs, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
MBA, Finance and Management & Communications
Binghamton University - School of Management 1999 — 2003
BS, Management/Marketing
AXA US June 2011 - Present
AXA Distributors September 2010 - July 2011
AXA Global Distributors March 2009 - September 2010
AXA Distributors February 2008 - March 2009
AXA Distributors February 2006 - March 2009
AXA Distributors September 2004 - February 2006
AXA Distributors September 2005 - November 2005
AXA Distributors July 2003 - September 2004
University Directories May 2003 - July 2003
University Directories May 2002 - August 2002
Skills
Variable Annuities, Structured Products, Indexed Annuities, Equity Indexed Annuities, Mutual Funds, Stock Market, Bond Markets, Equities, Series 63, ETFs, Uniform Combined State..., Asset Management, Investment Management, Asset Allocation, Retirement, Sales Operations, Marketing Strategy, Separately Managed..., Marketing, Management, Leadership, Securities, Retirement Planning, Fixed Income, Investment Strategies, Strategy, Fixed Annuities, Account Management, Product Management, Alternative Investments, Investments, Relationship Management, 401k, Investment Advisory, Sales, Series 6, Selling, Wealth Management, FINRA, Series 24, Financial Advisory, Series 7, Wealth Management..., Hedge Funds, Life Insurance, Strategic Financial..., Financial Services, Series 65, IRAs, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
MBA, Finance and Management & Communications
Binghamton University - School of Management 1999 — 2003
BS, Management/Marketing
Deron Richens Deron Richens's AXA Distributors Experience October 1999 - November 2000
Job Vice President, Internal Sales at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities November 2012 - Present
Euro Pacific Capital March 2011 - November 2012
MetLife International January 2010 - August 2010
MetLife Investors November 2000 - December 2009
MetLife Investors Distribution Company November 2000 - December 2009
AXA Distributors October 1999 - November 2000
AXA Distributors July 1998 - October 1999
Skills
Call Center, Annuity, Start-ups, Series 7, Insurance, Sales Management, Coaching, Series 24, Training, Mergers & Acquisitions, Investments, Management, Risk Management, Fixed Annuities, Sales, Asset Management, Product Development, Securities, Call Centers, Investment Advisory, Business Development, Financial Advisory, Life Insurance, Retirement Planning, Finance, Analysis, Leadership, Program Management, Recruiting, Retirement, Wealth Management, CRM, Variable Annuities, Sales Operations, Long-term Care, Relationship Management, Selling, Financial Services, Mutual Funds, Series 63, 401k, Executive Management, Marketing Strategy, Asset Allocation, Strategic Financial..., FINRA, Portfolio Management, Marketing, Alternative Investments
Education
California State Polytechnic University-Pomona
B.S., Finance, Real Estate & Law
Griffin Capital Securities November 2012 - Present
Euro Pacific Capital March 2011 - November 2012
MetLife International January 2010 - August 2010
MetLife Investors November 2000 - December 2009
MetLife Investors Distribution Company November 2000 - December 2009
AXA Distributors October 1999 - November 2000
AXA Distributors July 1998 - October 1999
Skills
Call Center, Annuity, Start-ups, Series 7, Insurance, Sales Management, Coaching, Series 24, Training, Mergers & Acquisitions, Investments, Management, Risk Management, Fixed Annuities, Sales, Asset Management, Product Development, Securities, Call Centers, Investment Advisory, Business Development, Financial Advisory, Life Insurance, Retirement Planning, Finance, Analysis, Leadership, Program Management, Recruiting, Retirement, Wealth Management, CRM, Variable Annuities, Sales Operations, Long-term Care, Relationship Management, Selling, Financial Services, Mutual Funds, Series 63, 401k, Executive Management, Marketing Strategy, Asset Allocation, Strategic Financial..., FINRA, Portfolio Management, Marketing, Alternative Investments
Education
California State Polytechnic University-Pomona
B.S., Finance, Real Estate & Law
Kevin Geist Kevin Geist's AXA Distributors Experience June 2012 - Present
Job Regional Vice President, AXA Distributors
Industry Financial Services
Experience
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
Eric Ingles Eric Ingles's AXA Distributors Experience April 2013 - Present
Job Regional Sales Associate at AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2013 - Present
BNY Mellon January 2013 - April 2013
Arjent LLC October 2011 - December 2012
Chwat & Company January 2009 - June 2009
Skills
Equities, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Word, Licensing, Legal Research, Series 7, Series 66, Lobbying, Private Equity, High Net Worth..., Cpr Certified, Bloomberg Terminal, Bond Funds, Uniform Combined State...
Education
Saint Joseph's University 2006 — 2010
Bachelor of Liberal Arts, Political Science
AXA Distributors April 2013 - Present
BNY Mellon January 2013 - April 2013
Arjent LLC October 2011 - December 2012
Chwat & Company January 2009 - June 2009
Skills
Equities, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Word, Licensing, Legal Research, Series 7, Series 66, Lobbying, Private Equity, High Net Worth..., Cpr Certified, Bloomberg Terminal, Bond Funds, Uniform Combined State...
Education
Saint Joseph's University 2006 — 2010
Bachelor of Liberal Arts, Political Science
Jeff Coomes's AXA Distributors Experience February 2001 - March 2009
Job Experienced Digital Business Analyst, Visionary Digital Leader and Public Speaker
Industry Internet
Experience
Global Digital Group, LLC January 2014 - December 2014
AXA Life Invest March 2009 - January 2013
AXA Distributors February 2001 - March 2009
Mediacom Ventures September 1999 - January 2001
Time Inc. New Media (Pathfinder) July 1998 - September 1999
JPMorgan Chase January 1993 - July 1998
KeyCorp June 1986 - January 1992
Innovative Sciences March 1979 - January 1992
Skills
Web Development, Marketing Strategy, E-business, Risk Management, Change Management, Leadership, Business Strategy, Business Analysis, Project Management, Analytics, E-commerce, Requirements Gathering, Strategy, Management, Financial Services, Mergers, Business Process..., IT Strategy, Finance, Program Management, Strategic Planning, Insurance, Governance, CRM, Analysis, Business Development, Project Portfolio..., Start-ups, Product Management, Cross-functional Team..., Business Intelligence, IT Management, Business Process, Team Management, Project Delivery, SDLC, Requirements Analysis, Mergers & Acquisitions, Software Project..., Process Improvement, Business Transformation, Consulting, Business Requirements, Marketing, PMO, Team Leadership, Vendor Management, Management Consulting, Enterprise Architecture, Outsourcing
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Marketing / Strategy
Saint Lawrence University
B.A., Government
Onteora Central High School
Global Digital Group, LLC January 2014 - December 2014
AXA Life Invest March 2009 - January 2013
AXA Distributors February 2001 - March 2009
Mediacom Ventures September 1999 - January 2001
Time Inc. New Media (Pathfinder) July 1998 - September 1999
JPMorgan Chase January 1993 - July 1998
KeyCorp June 1986 - January 1992
Innovative Sciences March 1979 - January 1992
Skills
Web Development, Marketing Strategy, E-business, Risk Management, Change Management, Leadership, Business Strategy, Business Analysis, Project Management, Analytics, E-commerce, Requirements Gathering, Strategy, Management, Financial Services, Mergers, Business Process..., IT Strategy, Finance, Program Management, Strategic Planning, Insurance, Governance, CRM, Analysis, Business Development, Project Portfolio..., Start-ups, Product Management, Cross-functional Team..., Business Intelligence, IT Management, Business Process, Team Management, Project Delivery, SDLC, Requirements Analysis, Mergers & Acquisitions, Software Project..., Process Improvement, Business Transformation, Consulting, Business Requirements, Marketing, PMO, Team Leadership, Vendor Management, Management Consulting, Enterprise Architecture, Outsourcing
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Marketing / Strategy
Saint Lawrence University
B.A., Government
Onteora Central High School
Craig Coolidge's AXA Distributors Experience 2005 - 2006
Job Insurance and Investment Product Management at HSBC
Industry Financial Services
Experience
HSBC Securities April 2006 - Present
AXA Distributors 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 1999 - 2002
AIG 1993 - 1997
Education
New York University, Stern School of Business 1999 — 2002
MBA, Finance
Hobart College 1989 — 1993
BA, Economics
HSBC Securities April 2006 - Present
AXA Distributors 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 1999 - 2002
AIG 1993 - 1997
Education
New York University, Stern School of Business 1999 — 2002
MBA, Finance
Hobart College 1989 — 1993
BA, Economics
James Lenz's AXA Distributors Experience October 2005 - May 2008
Job Associate Vice President, Southwest at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities April 2009 - Present
W.P. Carey May 2008 - December 2008
AXA Distributors October 2005 - May 2008
Education
Towson University 2000 — 2005
B.S., Finance
Portledge 1995 — 2000
Griffin Capital Securities April 2009 - Present
W.P. Carey May 2008 - December 2008
AXA Distributors October 2005 - May 2008
Education
Towson University 2000 — 2005
B.S., Finance
Portledge 1995 — 2000
Chet Saluja's AXA Distributors Experience December 2010 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors December 2010 - Present
USI Consulting Group July 2006 - December 2010
ING 1997 - 2006
Skills
Retirement Plan..., 401k
Education
Central Connecticut State University 1990 — 1994
Finance, General
AXA Distributors December 2010 - Present
USI Consulting Group July 2006 - December 2010
ING 1997 - 2006
Skills
Retirement Plan..., 401k
Education
Central Connecticut State University 1990 — 1994
Finance, General
Christine Long's AXA Distributors Experience 2004 - 2006
Job Vice President, CoHead Channel MarketingAmericas
Industry Financial Services
Experience
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
Brian Kowalski's AXA Distributors Experience 2000 - 2004
Job Regional Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
Sherrie English's AXA Distributors Experience September 2008 - June 2010
Job AIG Divisional Vice President
Industry Investment Management
Experience
PetroReports, LLC September 2012 - Present
Cheyanna Foundation for Children April 2012 - September 2014
Turner Investment Partners September 2009 - October 2012
AXA Distributors September 2008 - June 2010
Merrill Lynch Private Banking and Investments October 2006 - August 2008
INVESCO/INVESCO AIM 1993 - 2005
Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Series 6, Hedge Funds, Investment Management, Series 65, ETFs, Fixed Income, Securities, Equities, Asset Managment
Education
The University of Texas at Austin 1981 — 1985
PetroReports, LLC September 2012 - Present
Cheyanna Foundation for Children April 2012 - September 2014
Turner Investment Partners September 2009 - October 2012
AXA Distributors September 2008 - June 2010
Merrill Lynch Private Banking and Investments October 2006 - August 2008
INVESCO/INVESCO AIM 1993 - 2005
Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Series 6, Hedge Funds, Investment Management, Series 65, ETFs, Fixed Income, Securities, Equities, Asset Managment
Education
The University of Texas at Austin 1981 — 1985
Kathi Gopie's AXA Distributors Experience November 2008 - June 2011
Job VP Inforce Management at AXA Equitable
Industry Insurance
Experience
AXA Equitable June 2011 - Present
AXA Distributors November 2008 - June 2011
AXA Equitable 2000 - June 2010
JPMorgan Chase September 1998 - June 2000
JP Morgan Chase 1990 - 2000
Education
Mercy College 1996 — 2000
Master of Science, Business Management
Titchfield 1979 — 1984
High School, General
Mercy College
Bachelors of Science, Business Administration
AXA Equitable June 2011 - Present
AXA Distributors November 2008 - June 2011
AXA Equitable 2000 - June 2010
JPMorgan Chase September 1998 - June 2000
JP Morgan Chase 1990 - 2000
Education
Mercy College 1996 — 2000
Master of Science, Business Management
Titchfield 1979 — 1984
High School, General
Mercy College
Bachelors of Science, Business Administration
Nora Reinhart's AXA Distributors Experience May 2000 - June 2005
Job AVP at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management July 2005 - Present
AXA Distributors May 2000 - June 2005
First Union March 1999 - April 2000
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Investment Advisory, Asset Managment, Series 6, Series 63, Investment Management, Fixed Income, Financial Analysis, Securities, Asset Allocation, Fixed Annuities, Strategic Financial..., Insurance, Financial Planners, Uniform Combined State..., Series 65, Hedge Funds, Asset Management, IRAs, ETFs, High Net Worth..., Wealth, 401k, Alternative Investments, Bonds, Financial Services, Estate Planning, Variable Annuities, Bloomberg, Investment Strategies, Separately Managed..., Retirement, Wealth Management..., Banking, Financial Advisory, Options, Relationship Management, FINRA
Education
California State University-Sacramento 1991 — 1995
B.S., FInance & Insurance
Livermore HIgh 1986 — 1989
BNY Mellon Wealth Management July 2005 - Present
AXA Distributors May 2000 - June 2005
First Union March 1999 - April 2000
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Investment Advisory, Asset Managment, Series 6, Series 63, Investment Management, Fixed Income, Financial Analysis, Securities, Asset Allocation, Fixed Annuities, Strategic Financial..., Insurance, Financial Planners, Uniform Combined State..., Series 65, Hedge Funds, Asset Management, IRAs, ETFs, High Net Worth..., Wealth, 401k, Alternative Investments, Bonds, Financial Services, Estate Planning, Variable Annuities, Bloomberg, Investment Strategies, Separately Managed..., Retirement, Wealth Management..., Banking, Financial Advisory, Options, Relationship Management, FINRA
Education
California State University-Sacramento 1991 — 1995
B.S., FInance & Insurance
Livermore HIgh 1986 — 1989
Tom Hall CLU, ChFC, CFP's AXA Distributors Experience July 2007 - December 2008
Job Divisional Vice President at Protective Life
Industry Insurance
Experience
Protective Life 2009 - Present
AXA Distributors July 2007 - December 2008
Insurance Marketing Services, LLC January 2007 - July 2008
AEGON-Transamerica Capital 2003 - 2006
Equitable Distributors Inc 2001 - 2003
MassMutual Financial Group 1992 - 2000
Skills
Life Insurance, Term Life Insurance, Universal Life, Sales Management, Strategic Planning, Product Marketing, Underwriting, Fixed Annuities, Series 6, Variable Annuities, Insurance, Series 63
Education
San Diego State University-California State University 1990 — 1992
B.S., Business Management
Buena High School
Protective Life 2009 - Present
AXA Distributors July 2007 - December 2008
Insurance Marketing Services, LLC January 2007 - July 2008
AEGON-Transamerica Capital 2003 - 2006
Equitable Distributors Inc 2001 - 2003
MassMutual Financial Group 1992 - 2000
Skills
Life Insurance, Term Life Insurance, Universal Life, Sales Management, Strategic Planning, Product Marketing, Underwriting, Fixed Annuities, Series 6, Variable Annuities, Insurance, Series 63
Education
San Diego State University-California State University 1990 — 1992
B.S., Business Management
Buena High School
Sinead Mitchell's AXA Distributors Experience April 2004 - October 2007
Job VP, Regional Sales Coordinator at Prudential Investments
Industry Financial Services
Experience
Prudential Investments November 2007 - Present
AXA Distributors April 2004 - October 2007
AXA Distributors January 2002 - April 2004
Neuberger Berman 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Series 63, Series 7, Separately Managed..., Investments, Asset Managment, Securities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Equities, Series 6, Series 65
Education
Marist College 1995 — 1999
Bachelor of Science (BS), Finance, General
Prudential Investments November 2007 - Present
AXA Distributors April 2004 - October 2007
AXA Distributors January 2002 - April 2004
Neuberger Berman 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Series 63, Series 7, Separately Managed..., Investments, Asset Managment, Securities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Equities, Series 6, Series 65
Education
Marist College 1995 — 1999
Bachelor of Science (BS), Finance, General
Joslynn Wilde's AXA Distributors Experience June 2007 - August 2010
Job Senior Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - Present
UBS Financial Services December 2011 - September 2013
New York Life Insurance Company February 2011 - August 2011
AXA Distributors June 2007 - August 2010
Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...
Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - Present
UBS Financial Services December 2011 - September 2013
New York Life Insurance Company February 2011 - August 2011
AXA Distributors June 2007 - August 2010
Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...
Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
David Miller, CIMA®, CRPC®'s AXA Distributors Experience September 2006 - February 2011
Job AVP, Strategic Account Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds June 2011 - October 2014
AXA Distributors September 2006 - February 2011
AXA Distributors December 2004 - September 2006
JP Morgan Chase December 2003 - November 2004
Citicorp Investment Services January 2002 - December 2003
Citicorp Investment Services July 2000 - January 2002
Skills
Alternative Investments, Series 7, Leadership, Business Relationship..., Project Management, Market Research, 401k, Series 63, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
Quinnipiac University - School of Business 1995 — 1999
BS, Marketing
OppenheimerFunds November 2014 - Present
OppenheimerFunds June 2011 - October 2014
AXA Distributors September 2006 - February 2011
AXA Distributors December 2004 - September 2006
JP Morgan Chase December 2003 - November 2004
Citicorp Investment Services January 2002 - December 2003
Citicorp Investment Services July 2000 - January 2002
Skills
Alternative Investments, Series 7, Leadership, Business Relationship..., Project Management, Market Research, 401k, Series 63, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
Quinnipiac University - School of Business 1995 — 1999
BS, Marketing
Alex Kane's AXA Distributors Experience May 2003 - February 2005
Job Senior Director, Advisory Services at NASDAQ
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters - Advisory Services October 2007 - June 2013
Banc of America Securities January 2007 - October 2007
AXA Distributors May 2003 - February 2005
Skills
Investor Relations, Equities, Capital Markets, Equity Research, Financial Modeling, Business Strategy, Management, Executive Management, Portfolio Management, Competitive Analysis, Investments, Fixed Income, Strategy, Financial Markets, Strategic Planning
Education
Colorado College 1999 — 2003
Bachelor of Science (BS), International Political Economy
NYU Stern School of Business
Master of Business Administration (MBA)
NYU Stern School of Business - Stern Advantage Program
NASDAQ OMX June 2013 - Present
Thomson Reuters - Advisory Services October 2007 - June 2013
Banc of America Securities January 2007 - October 2007
AXA Distributors May 2003 - February 2005
Skills
Investor Relations, Equities, Capital Markets, Equity Research, Financial Modeling, Business Strategy, Management, Executive Management, Portfolio Management, Competitive Analysis, Investments, Fixed Income, Strategy, Financial Markets, Strategic Planning
Education
Colorado College 1999 — 2003
Bachelor of Science (BS), International Political Economy
NYU Stern School of Business
Master of Business Administration (MBA)
NYU Stern School of Business - Stern Advantage Program
Frank De Pinto's AXA Distributors Experience 2008 - Present
Job AXA Direct Wholesaler
Industry Financial Services
Experience
AXA Distributors 2008 - Present
AXA Equitable March 2001 - Present
Alliance Bernstein 1995 - 1998
Skills
Asset Management, Financial Advisory, IRAs, Investment Strategies, Long-term Care, Separately Managed..., Series 24, Series 65, Uniform Combined State..., Wealth Management, Variable Annuities, Retirement Planning, Wealth Management..., Mutual Funds, Investments, Retirement, Financial Services, Fixed Annuities, Series 6, Insurance, Asset Allocation, Series 63
Education
Bergen Community College 1993 — 1996
AXA Distributors 2008 - Present
AXA Equitable March 2001 - Present
Alliance Bernstein 1995 - 1998
Skills
Asset Management, Financial Advisory, IRAs, Investment Strategies, Long-term Care, Separately Managed..., Series 24, Series 65, Uniform Combined State..., Wealth Management, Variable Annuities, Retirement Planning, Wealth Management..., Mutual Funds, Investments, Retirement, Financial Services, Fixed Annuities, Series 6, Insurance, Asset Allocation, Series 63
Education
Bergen Community College 1993 — 1996
Sam Mondesando's AXA Distributors Experience June 2004 - August 2005
Job Vice President of Sales at Rose Press Inc
Industry Marketing and Advertising
Experience
Rose Press July 2004 - Present
AXA Distributors June 2004 - August 2005
Skills
Marketing, Account Management, Offset Printing, Advertising, Digital Printing, Direct Marketing, Direct Mail, Brochures, Sales, Email Marketing, Trade Shows, Integrated Marketing, Brand Development, Budgets
Education
Marist College 1997 — 2001
Rose Press July 2004 - Present
AXA Distributors June 2004 - August 2005
Skills
Marketing, Account Management, Offset Printing, Advertising, Digital Printing, Direct Marketing, Direct Mail, Brochures, Sales, Email Marketing, Trade Shows, Integrated Marketing, Brand Development, Budgets
Education
Marist College 1997 — 2001
Christopher Moss CRPC®'s AXA Distributors Experience May 2008 - January 2011
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO March 2011 - Present
AXA Distributors May 2008 - January 2011
AXA Distributors October 2004 - May 2008
Putnam Investments 2001 - 2004
Skills
Series 63, Mutual Funds, Fixed Annuities, Investments, Series 6, Series 7, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Securities, Retirement Planning, FINRA, Series 24, Wealth Management, Retirement, Series 65, ETFs, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Financial Advisory, Fixed Income, Equities, Relationship Management, IRAs, Strategic Financial..., Defined Contribution, Insurance, Bonds, Wealth Management..., Closed-end Funds, Sales Management
Education
University of Massachusetts, Amherst 1997 — 2000
Nichols College 1995 — 1996
PIMCO March 2011 - Present
AXA Distributors May 2008 - January 2011
AXA Distributors October 2004 - May 2008
Putnam Investments 2001 - 2004
Skills
Series 63, Mutual Funds, Fixed Annuities, Investments, Series 6, Series 7, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Securities, Retirement Planning, FINRA, Series 24, Wealth Management, Retirement, Series 65, ETFs, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Financial Advisory, Fixed Income, Equities, Relationship Management, IRAs, Strategic Financial..., Defined Contribution, Insurance, Bonds, Wealth Management..., Closed-end Funds, Sales Management
Education
University of Massachusetts, Amherst 1997 — 2000
Nichols College 1995 — 1996
Craig C. Blazousky's AXA Distributors Experience March 2015 - Present
Job Key Account Specialist at AXA Distributors
Industry Financial Services
Experience
AXA Distributors March 2015 - Present
AXA Distributors February 2006 - February 2015
AXA Distributors July 2005 - February 2006
Skills
Fixed Annuities, Series 63, Securities, Variable Annuities, Sales, Life Insurance, Financial Advisory, Mutual Funds, Series 7, Asset Allocation, Financial Planners, Retirement, Insurance, Series 6
Education
Drew University 2001 — 2005
Bachelor of Liberal Arts, Major: Economics
AXA Distributors March 2015 - Present
AXA Distributors February 2006 - February 2015
AXA Distributors July 2005 - February 2006
Skills
Fixed Annuities, Series 63, Securities, Variable Annuities, Sales, Life Insurance, Financial Advisory, Mutual Funds, Series 7, Asset Allocation, Financial Planners, Retirement, Insurance, Series 6
Education
Drew University 2001 — 2005
Bachelor of Liberal Arts, Major: Economics
Enrico Mossa's AXA Distributors Experience May 2007 - Present
Job Assistant Vice President at AXAEquitable
Industry Financial Services
Experience
AXA Distributors May 2007 - Present
AXA Distributors December 2004 - May 2007
Northwestern Mutual August 2001 - December 2004
Education
Fordham University 1997 — 2001
BA, Finance
AXA Distributors May 2007 - Present
AXA Distributors December 2004 - May 2007
Northwestern Mutual August 2001 - December 2004
Education
Fordham University 1997 — 2001
BA, Finance
Nicole Bishop's AXA Distributors Experience April 1998 - October 2000
Job Director, Business Procedures at MetLife
Industry Financial Services
Experience
MetLife February 2014 - Present
Paladin Realty Partners, LLC February 2011 - January 2014
Law Offices of T. Edward Welbourn 2009 - 2011
MetLife 2000 - 2008
AXA Distributors April 1998 - October 2000
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Investments, Alternative Investments, Securities, Investment Strategies, Series 24, Asset Management, Variable Annuities, FINRA
Education
Syracuse University 1987 — 1991
MetLife February 2014 - Present
Paladin Realty Partners, LLC February 2011 - January 2014
Law Offices of T. Edward Welbourn 2009 - 2011
MetLife 2000 - 2008
AXA Distributors April 1998 - October 2000
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Investments, Alternative Investments, Securities, Investment Strategies, Series 24, Asset Management, Variable Annuities, FINRA
Education
Syracuse University 1987 — 1991
Jonathan Flood's AXA Distributors Experience November 2010 - January 2011
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Ryan M. Duffy, CIMA®'s AXA Distributors Experience March 2007 - November 2008
Job Senior Regional Director, Connecticut/Westchester County at Principal Funds
Industry Investment Management
Experience
Principal Funds December 2008 - Present
AXA Distributors March 2007 - November 2008
AXA Distributors May 2004 - February 2007
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments
Education
Saint Lawrence University 1999 — 2003
BA
Principal Funds December 2008 - Present
AXA Distributors March 2007 - November 2008
AXA Distributors May 2004 - February 2007
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments
Education
Saint Lawrence University 1999 — 2003
BA
Samuel Gray's AXA Distributors Experience December 2007 - May 2010
Job Regional Vice President at Jennison Associates
Industry Wholesale
Experience
Jennison Associates LLC October 2013 - Present
Prudential Financial May 2010 - Present
AXA Distributors December 2007 - May 2010
Citigroup 2006 - 2007
Morgan Stanley April 2005 - May 2006
Skills
Fixed Income, Series 63, Series 7, Series 6, Mutual Funds, Variable annuities, Closed-end Funds
Education
New York University 2000 — 2004
Bachelors, Finance
Jennison Associates LLC October 2013 - Present
Prudential Financial May 2010 - Present
AXA Distributors December 2007 - May 2010
Citigroup 2006 - 2007
Morgan Stanley April 2005 - May 2006
Skills
Fixed Income, Series 63, Series 7, Series 6, Mutual Funds, Variable annuities, Closed-end Funds
Education
New York University 2000 — 2004
Bachelors, Finance
Philip Howard's AXA Distributors Experience June 2003 - March 2013
Job Vice President of Business Development & Operations at Carsquare, LLC | Carsquare.com
Industry Online Media
Experience
Carsquare March 2013 - Present
AXA Distributors June 2003 - March 2013
AXA Distributors March 2001 - June 2003
American Skandia March 1998 - March 2001
American Skandia March 1996 - March 1998
Skills
CRM, Management, Sales, Relationship Management, Start-ups, Business Development, Strategic Partnerships, Finance, Training, Financial Services, Product Development, Sales Operations, Strategic Planning, Financial Advisory, Portfolio Management, New Business Development, Business Strategy, Team Leadership, Strategic Negotiations, Digital Strategy, Digital Marketing, Mobile Strategy
Education
Sacred Heart University 1992 — 1994
Master, Business Administration
Sacred Heart University 1988 — 1992
Bachelor of Science, Business Management
Norwalk High School
Carsquare March 2013 - Present
AXA Distributors June 2003 - March 2013
AXA Distributors March 2001 - June 2003
American Skandia March 1998 - March 2001
American Skandia March 1996 - March 1998
Skills
CRM, Management, Sales, Relationship Management, Start-ups, Business Development, Strategic Partnerships, Finance, Training, Financial Services, Product Development, Sales Operations, Strategic Planning, Financial Advisory, Portfolio Management, New Business Development, Business Strategy, Team Leadership, Strategic Negotiations, Digital Strategy, Digital Marketing, Mobile Strategy
Education
Sacred Heart University 1992 — 1994
Master, Business Administration
Sacred Heart University 1988 — 1992
Bachelor of Science, Business Management
Norwalk High School
Scott Sipes's AXA Distributors Experience March 2006 - November 2007
Job Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Grayson Starks's AXA Distributors Experience January 2010 - Present
Job Regional Vice President
Industry Financial Services
Experience
AXA Distributors January 2010 - Present
AXA Distributors June 2007 - January 2010
Education
Duke University 2003 — 2007
AXA Distributors January 2010 - Present
AXA Distributors June 2007 - January 2010
Education
Duke University 2003 — 2007
Aaron Vest's AXA Distributors Experience September 2012 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors September 2012 - Present
Nationwide Financial January 2010 - September 2012
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Retirement, 401k, Variable Annuities, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Life Insurance
Education
University of Alabama 1991 — 1993
Bachelor of Science (B.S.), Commerce and Business Administration
AXA Distributors September 2012 - Present
Nationwide Financial January 2010 - September 2012
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Retirement, 401k, Variable Annuities, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Life Insurance
Education
University of Alabama 1991 — 1993
Bachelor of Science (B.S.), Commerce and Business Administration
Alex MacGillivray's AXA Distributors Experience 1997 - 2002
Job Principal and Owner
Industry Financial Services
Experience
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Brett McIlveen's AXA Distributors Experience November 2006 - March 2009
Job DISTRICT MANAGER RETIREMENT SERVICES
Industry Financial Services
Experience
ADP December 2014 - Present
ADP December 2014 - Present
Sportscare Institute July 2009 - November 2013
AXA Distributors November 2006 - March 2009
MetLife Investors February 2006 - October 2006
Skills
Marketing, New Business Development, Sales, Insurance, Management, CRM, Sales Operations, Sales Management, Leadership, Customer Service, Cold Calling, Salesforce.com, Marketing Strategy, Human Resources
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
BS, Sociology
ADP December 2014 - Present
ADP December 2014 - Present
Sportscare Institute July 2009 - November 2013
AXA Distributors November 2006 - March 2009
MetLife Investors February 2006 - October 2006
Skills
Marketing, New Business Development, Sales, Insurance, Management, CRM, Sales Operations, Sales Management, Leadership, Customer Service, Cold Calling, Salesforce.com, Marketing Strategy, Human Resources
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
BS, Sociology
Jeff Arnold's AXA Distributors Experience February 2015 - Present
Job Regional Vice President (External Wholesaler) at AXA Distributors
Industry Financial Services
Experience
AXA Distributors February 2015 - Present
The Capital Group, LLC July 2014 - January 2015
Lincoln Financial Distributors June 2009 - July 2014
SunAmerica October 2007 - April 2009
RR Donnelley May 2002 - October 2007
Skills
Series 63, Fixed Annuities, Sales, Series 6, Life, Health and Long..., Life Insurance, Variable Annuities, Retirement Planning, Wholesale, Life, Sales Operations, Selling, Financial Advisory, Investments, New Business Development, Marketing, Separately Managed..., 401k, Series 7, Retirement
Education
Saint Leo University 1992 — 1995
Bachelor of Arts, Magna Cum Laude - English, Business Management
Southern Illinois University, Carbondale
AXA Distributors February 2015 - Present
The Capital Group, LLC July 2014 - January 2015
Lincoln Financial Distributors June 2009 - July 2014
SunAmerica October 2007 - April 2009
RR Donnelley May 2002 - October 2007
Skills
Series 63, Fixed Annuities, Sales, Series 6, Life, Health and Long..., Life Insurance, Variable Annuities, Retirement Planning, Wholesale, Life, Sales Operations, Selling, Financial Advisory, Investments, New Business Development, Marketing, Separately Managed..., 401k, Series 7, Retirement
Education
Saint Leo University 1992 — 1995
Bachelor of Arts, Magna Cum Laude - English, Business Management
Southern Illinois University, Carbondale
Jeremy Schusterman's AXA Distributors Experience June 2011 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors June 2011 - Present
Skills
Sales
Education
Penn State University 1990 — 1994
Allderdice 1986 — 1990
AXA Distributors June 2011 - Present
Skills
Sales
Education
Penn State University 1990 — 1994
Allderdice 1986 — 1990
Cate Sanders's AXA Distributors Experience March 2005 - June 2007
Job VP, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
Jim Fitzpatrick, CFP, CLU, CFS's AXA Distributors Experience 1998 - 1999
Job Executive Vice President and National Sales Manager at Shopoff Realty Investments, L.P.
Industry Real Estate
Experience
Shopoff Realty Investments, L.P. August 2015 - Present
MetLife February 2013 - February 2015
KBR Capital Markets, LLC September 2011 - February 2013
Steadfast Companies April 2009 - August 2011
Cornerstone Real Estate Funds September 2007 - January 2009
MetLife Investors Distribution Company 2000 - 2007
AXA Distributors 1998 - 1999
Metlife Resources 1989 - 1997
Skills
Series 63, Series 7, Series 24, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Investments, Retirement, Wealth Management, Life Insurance, Sales, Management
Education
Northern Arizona University 1983 — 1985
Bachelor of Science in Business Administration, Finance
Shopoff Realty Investments, L.P. August 2015 - Present
MetLife February 2013 - February 2015
KBR Capital Markets, LLC September 2011 - February 2013
Steadfast Companies April 2009 - August 2011
Cornerstone Real Estate Funds September 2007 - January 2009
MetLife Investors Distribution Company 2000 - 2007
AXA Distributors 1998 - 1999
Metlife Resources 1989 - 1997
Skills
Series 63, Series 7, Series 24, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Investments, Retirement, Wealth Management, Life Insurance, Sales, Management
Education
Northern Arizona University 1983 — 1985
Bachelor of Science in Business Administration, Finance
matthew rentz's AXA Distributors Experience September 2011 - December 2012
Job CONSULTANT2ND VICE PRESIDENT, MARKETING AND BUSINESS DEVELOPMENT at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
Darel Buffa's AXA Distributors Experience September 2007 - March 2009
Job Financial Industry
Industry Financial Services
Experience
AXA Distributors September 2007 - March 2009
Citibank March 2006 - September 2007
Skills
Banking, Customer Service, Fixed Annuities, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Risk Management, Sales, Securities, Series 63, Series 7, Trading
Education
Chubb Institute of Technology 2001 — 2002
Certificate - Computer Networking, IT
Seton Hall University 1999 — 2000
N/A, Business
AXA Distributors September 2007 - March 2009
Citibank March 2006 - September 2007
Skills
Banking, Customer Service, Fixed Annuities, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Risk Management, Sales, Securities, Series 63, Series 7, Trading
Education
Chubb Institute of Technology 2001 — 2002
Certificate - Computer Networking, IT
Seton Hall University 1999 — 2000
N/A, Business
DJ Tobin, ARPC's AXA Distributors Experience September 2006 - April 2009
Job Retirement Sales Director at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice May 2015 - Present
ADP Broker Dealer October 2010 - September 2014
AXA Distributors September 2006 - April 2009
AXA Distributors January 2005 - September 2006
AXA Distributors November 2002 - December 2005
Skills
Series 6, Financial Analysis, Life Insurance, Fixed Annuities, Sales Operations, Series 63, Retirement, Financial Advisory, Sales, Marketing, 401k, Mutual Funds, Qualified Retirement..., Variable Annuities, RIAs
Education
Fairfield University 1996 — 2000
Bachelor of Arts, Politics
John Jay High School
The Benefit Practice May 2015 - Present
ADP Broker Dealer October 2010 - September 2014
AXA Distributors September 2006 - April 2009
AXA Distributors January 2005 - September 2006
AXA Distributors November 2002 - December 2005
Skills
Series 6, Financial Analysis, Life Insurance, Fixed Annuities, Sales Operations, Series 63, Retirement, Financial Advisory, Sales, Marketing, 401k, Mutual Funds, Qualified Retirement..., Variable Annuities, RIAs
Education
Fairfield University 1996 — 2000
Bachelor of Arts, Politics
John Jay High School
Brian Koonce, CFP®, ChFC®, CLU®'s AXA Distributors Experience March 2001 - September 2004
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Janet Hawkins's AXA Distributors Experience March 2008 - March 2009
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Mike Zawadzki's AXA Distributors Experience August 2000 - Present
Job RVP at AXAEquitable
Industry Wholesale
Experience
AXA Distributors August 2000 - Present
AXA 1997 - 1999
Skills
Series 6, Series 7, Fixed Annuities, Series 63, 401k, Mutual Funds, Variable Annuities, Retirement Planning, FINRA, Series 65, Retirement, Asset Allocation, IRAs, Financial Advisory, Securities, Investments, Investment Strategies, Wholesale, Income Protection, Indexed Annuities, Stock Market, Defined Benefit, Alternative Investments, Wealth Accumulation, Investment Advisory, Separately Managed..., Wealth Management..., Wealth Management, Series 24, Strategic Financial..., Life & Health Insurance..., Asset Protection, Uniform Combined State..., Defined Contribution, Equities, Retirement Plan..., Financial Planners, Life Insurance, College Savings Plans, Investment Management, Financial Services, Term Life Insurance
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
AXA Distributors August 2000 - Present
AXA 1997 - 1999
Skills
Series 6, Series 7, Fixed Annuities, Series 63, 401k, Mutual Funds, Variable Annuities, Retirement Planning, FINRA, Series 65, Retirement, Asset Allocation, IRAs, Financial Advisory, Securities, Investments, Investment Strategies, Wholesale, Income Protection, Indexed Annuities, Stock Market, Defined Benefit, Alternative Investments, Wealth Accumulation, Investment Advisory, Separately Managed..., Wealth Management..., Wealth Management, Series 24, Strategic Financial..., Life & Health Insurance..., Asset Protection, Uniform Combined State..., Defined Contribution, Equities, Retirement Plan..., Financial Planners, Life Insurance, College Savings Plans, Investment Management, Financial Services, Term Life Insurance
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
Jonah Kahn's AXA Distributors Experience October 1997 - May 2002
Job Senior Vice President at Coventry First, LLC
Industry Insurance
Experience
Coventry November 2013 - Present
Coventry First, LLC September 2003 - October 2013
AXA Distributors October 1997 - May 2002
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BA, History, Political Science
Coventry November 2013 - Present
Coventry First, LLC September 2003 - October 2013
AXA Distributors October 1997 - May 2002
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BA, History, Political Science
Frank Masotto's AXA Distributors Experience February 2000 - March 2005
Job Regional Vice President at American General
Industry Financial Services
Experience
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
Jeffrey Spritzer's AXA Distributors Experience July 2010 - Present
Job Chief Operating Officer at AXA Distributors
Industry Financial Services
Experience
AXA Distributors July 2010 - Present
AXA Equitable August 1998 - September 2010
Christie's June 1996 - August 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Swarthmore College 1992 — 1996
BA, History
AXA Distributors July 2010 - Present
AXA Equitable August 1998 - September 2010
Christie's June 1996 - August 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Swarthmore College 1992 — 1996
BA, History
Harry Johnson's AXA Distributors Experience November 1997 - October 2004
Job SVP Director, Wholesale Distribution at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. December 2008 - Present
Riversource Distributors, Inc. August 2007 - December 2008
Prudential Financial October 2006 - May 2007
Manulife Financial October 2004 - October 2006
AXA Distributors November 1997 - October 2004
Skills
Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Fixed Annuities, Insurance, Fixed Income, Financial Services, Sales Operations, Investments, Retirement, Portfolio Management, Wealth Management, Estate Planning, Asset Management, Sales, Series 63, Investment Management, Financial Markets, ETFs, Financial Analysis, Financial Advisory, Investment Banking, Capital Markets, Derivatives, IRAs, Hedge Funds, Bloomberg, Asset Managment, Retirement Planning, Financial Modeling, Private Equity, Investment Advisory, Series 6, Uniform Combined State..., 401k, Wealth, Securities, Trading, FINRA, Series 65, Risk Management, Investment Strategies, Structured Products, Equities, Variable Annuities, Options, Due Diligence, Strategic Planning, Series 24
Education
St. Lawrence University 1981 — 1985
BA, Economics
Deerfield Academy 1979 — 1981
The Blake School 1968 — 1981
Advisors Asset Management, Inc. December 2008 - Present
Riversource Distributors, Inc. August 2007 - December 2008
Prudential Financial October 2006 - May 2007
Manulife Financial October 2004 - October 2006
AXA Distributors November 1997 - October 2004
Skills
Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Fixed Annuities, Insurance, Fixed Income, Financial Services, Sales Operations, Investments, Retirement, Portfolio Management, Wealth Management, Estate Planning, Asset Management, Sales, Series 63, Investment Management, Financial Markets, ETFs, Financial Analysis, Financial Advisory, Investment Banking, Capital Markets, Derivatives, IRAs, Hedge Funds, Bloomberg, Asset Managment, Retirement Planning, Financial Modeling, Private Equity, Investment Advisory, Series 6, Uniform Combined State..., 401k, Wealth, Securities, Trading, FINRA, Series 65, Risk Management, Investment Strategies, Structured Products, Equities, Variable Annuities, Options, Due Diligence, Strategic Planning, Series 24
Education
St. Lawrence University 1981 — 1985
BA, Economics
Deerfield Academy 1979 — 1981
The Blake School 1968 — 1981
Amy Feintuch's AXA Distributors Experience April 2015 - Present
Job Director, National Accounts at AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2015 - Present
Highland Capital Brokerage March 2011 - April 2015
TPG Financial March 2008 - September 2010
Manulife Financial/John Hancock August 1994 - January 2008
Interstate Johnson Lane 1999 - 2000
Skills
Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Financial Planners, Securities, Investments, Financial Analysis, Life & Health Insurance..., Fixed Annuities, Sales, Financial Planning, Mutual Funds
Education
The University of Georgia 1987 — 1991
Bachelors, Finance
AXA Distributors April 2015 - Present
Highland Capital Brokerage March 2011 - April 2015
TPG Financial March 2008 - September 2010
Manulife Financial/John Hancock August 1994 - January 2008
Interstate Johnson Lane 1999 - 2000
Skills
Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Financial Planners, Securities, Investments, Financial Analysis, Life & Health Insurance..., Fixed Annuities, Sales, Financial Planning, Mutual Funds
Education
The University of Georgia 1987 — 1991
Bachelors, Finance
Steven Alan Campbell, CFP, ChFC, CLU, MS's AXA Distributors Experience 2005 - Present
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
Edward Rubio's AXA Distributors Experience 2005 - 2008
Job CEO Grupo EMR
Industry Real Estate
Experience
Grupo EMR January 2009 - Present
AXA Distributors 2005 - 2008
Waddell & Reed Financial Services 2004 - 2005
Lincoln Financial Advisors 2000 - 2004
Lincoln Financial Advisors 1996 - 2000
Eclipse Records SA 1995 - 1996
Sonido Zorbo SA DE CV 1990 - 1994
Skills
Strategic Financial..., Conceptual Modeling, Investments, Program Management, Strategy, Retirement Planning, Wealth Management, Retirement, Coaching, Business Strategy, Sales, Management, Investment Advisory, Negotiation, Asset Allocation, IRAs, Mutual Funds, Series 7, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Selling, Financial Advisory, New Business Development, Strategic Planning, Series 63, Residential Homes, Training, Fixed Annuities, Real Estate, 401k, Entrepreneurship, Sales Operations, Alternative Investments, Asset Management, Finance, Financial Planners, Insurance, Investment Properties, Marketing, Sales Management, Securities, Series 24, Small Business, Financial Analysis
Education
Texas A&M University 1988 — 1991
University of Houston
University of Pennsylvania - The Wharton School
Grupo EMR January 2009 - Present
AXA Distributors 2005 - 2008
Waddell & Reed Financial Services 2004 - 2005
Lincoln Financial Advisors 2000 - 2004
Lincoln Financial Advisors 1996 - 2000
Eclipse Records SA 1995 - 1996
Sonido Zorbo SA DE CV 1990 - 1994
Skills
Strategic Financial..., Conceptual Modeling, Investments, Program Management, Strategy, Retirement Planning, Wealth Management, Retirement, Coaching, Business Strategy, Sales, Management, Investment Advisory, Negotiation, Asset Allocation, IRAs, Mutual Funds, Series 7, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Selling, Financial Advisory, New Business Development, Strategic Planning, Series 63, Residential Homes, Training, Fixed Annuities, Real Estate, 401k, Entrepreneurship, Sales Operations, Alternative Investments, Asset Management, Finance, Financial Planners, Insurance, Investment Properties, Marketing, Sales Management, Securities, Series 24, Small Business, Financial Analysis
Education
Texas A&M University 1988 — 1991
University of Houston
University of Pennsylvania - The Wharton School
Chris Doherty, CFA's AXA Distributors Experience June 2008 - August 2008
Job Global Bond Product Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Chuck Martin, CIMA's AXA Distributors Experience October 1996 - June 2006
Job Senior Sales Executive at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
Kevin Kretz's AXA Distributors Experience April 2012 - Present
Job AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2012 - Present
AXA Distributors August 2011 - April 2012
PJO Classic 2002 - 2010
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Fixed Income, Insurance, Marketing, Sales Management, Account Management
Education
Iona College 1999 — 2003
BA, Communications
AXA Distributors April 2012 - Present
AXA Distributors August 2011 - April 2012
PJO Classic 2002 - 2010
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Fixed Income, Insurance, Marketing, Sales Management, Account Management
Education
Iona College 1999 — 2003
BA, Communications
Ramces Guerrero's AXA Distributors Experience June 1999 - August 2004
Job Regional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial July 2006 - Present
Lincoln Financial Distributors September 2004 - June 2006
AXA Distributors June 1999 - August 2004
Alliance Capital May 1998 - June 1999
Equitable Life June 1995 - April 1998
Atlanta Braves June 1988 - April 1991
Skills
Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement, Series 65, Life & Health Insurance...
Education
Dominican College of Blauvelt
Bachelor of Science (BS), Social Sciences, Business Management
Genworth Financial July 2006 - Present
Lincoln Financial Distributors September 2004 - June 2006
AXA Distributors June 1999 - August 2004
Alliance Capital May 1998 - June 1999
Equitable Life June 1995 - April 1998
Atlanta Braves June 1988 - April 1991
Skills
Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement, Series 65, Life & Health Insurance...
Education
Dominican College of Blauvelt
Bachelor of Science (BS), Social Sciences, Business Management
L Kelly LaVigne, JD's AXA Distributors Experience March 2005 - 2012
Job Director Advanced Markets at Transamerica
Industry Financial Services
Experience
Transamerica July 2013 - Present
AXA Distributors March 2005 - 2012
Travelers January 2004 - March 2005
ING and Aetna Financial Services 1997 - 2003
The Hartford 1993 - 1997
Education
Western New England University School of Law 1996 — 2000
Juris Doctor
Central Connecticut State University 1988 — 1992
Bachelor of Science (BS), Business/Corporate Communications
Transamerica July 2013 - Present
AXA Distributors March 2005 - 2012
Travelers January 2004 - March 2005
ING and Aetna Financial Services 1997 - 2003
The Hartford 1993 - 1997
Education
Western New England University School of Law 1996 — 2000
Juris Doctor
Central Connecticut State University 1988 — 1992
Bachelor of Science (BS), Business/Corporate Communications
Taryn Zygmund's AXA Distributors Experience May 2014 - Present
Job Internal Wholesaler, AXA Distributors
Industry Financial Services
Experience
AXA Distributors May 2014 - Present
Education
American University - Kogod School of Business 2008 — 2011
BSBA, International Business
AXA Distributors May 2014 - Present
Education
American University - Kogod School of Business 2008 — 2011
BSBA, International Business
Josh Gerry's AXA Distributors Experience 2007 - Present
Job Sr Reg VP for AXA Distributors
Industry Investment Banking
Experience
AXA Distributors 2007 - Present
Education
University of California, Los Angeles
Economics
AXA Distributors 2007 - Present
Education
University of California, Los Angeles
Economics
Valerie Conigliaro's AXA Distributors Experience 2007 - 2011
Job
Industry Financial Services
Experience
Legg Mason Investors Services, LLC. 2013 - Present
AXA Distributors 2007 - 2011
Nomura Securities International, Inc. 2001 - 2007
Josephthal & Co., Inc 1995 - 2001
Education
Rider University
B.A. Law & Justice, Summa Cum Laude
Legg Mason Investors Services, LLC. 2013 - Present
AXA Distributors 2007 - 2011
Nomura Securities International, Inc. 2001 - 2007
Josephthal & Co., Inc 1995 - 2001
Education
Rider University
B.A. Law & Justice, Summa Cum Laude
Breanne Gogarty's AXA Distributors Experience March 2015 - Present
Job AXA Distributors
Industry Financial Services
Experience
AXA Distributors March 2015 - Present
T3 Trading Group, LLC September 2012 - March 2015
Skills
Onboarding, Benefits Administration, New Hire Orientations, FMLA, HRIS, Performance Management, Public Speaking, Microsoft Word, Applicant Tracking..., Leadership Development, Leadership, Recruiting, HR Policies, Cold Calling, Employee Relations
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Labor Studies and Employment Relations
AXA Distributors March 2015 - Present
T3 Trading Group, LLC September 2012 - March 2015
Skills
Onboarding, Benefits Administration, New Hire Orientations, FMLA, HRIS, Performance Management, Public Speaking, Microsoft Word, Applicant Tracking..., Leadership Development, Leadership, Recruiting, HR Policies, Cold Calling, Employee Relations
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Labor Studies and Employment Relations
Erick Montiel's AXA Distributors Experience January 2002 - April 2007
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY