AXA Financial
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Customer service: 1 (312) 935-3500 Headquarters: Paris, France CEO: Thomas Buberl Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Financial Employees
Empire Wealth Strategies January 2015 - Present
MetLife March 2013 - January 2015
AXA Financial September 2002 - June 2011
Citi 1996 - 2002
Skills
Insurance, Financial Services, Strategy, Employee Benefits, Leadership, Strategic Planning, Human Resources, Management, Business Development, Executive Management, Risk Management, Time Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1980
State University of New York at Stony Brook 1974 — 1978
BA, Liberal Arts
Clarkstown High School 1970 — 1974
EY September 2013 - Present
Colgate University May 2009 - May 2013
AXA Financial May 2012 - August 2012
Skills
Statistics, Data Analysis, Editing, Stata, SAS, Critical Thinking, Analysis, Economics, Econometrics, Mathematics, Microsoft Excel, Microsoft Office, Derivatives, Valuation Modeling, Forecasting, Regression Analysis, DCF Valuation, Financial Modeling, Statistical Modeling, Financial Risk, R, Bloomberg Terminal, Fincad, Exotic Derivatives, Hedging, Hedge Accounting, Credit Derivatives, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Interest Rate Hedging, FX Hedging, FX Derivatives, Analytical Modelling, Model Validation, Model Development, Technical Writing, Quantitative Research, Credit Risk, Financial Audits
Education
Colgate University 2009 — 2013
Bachelor's Degree, Mathematical Economics, Magna Cum Laude
Northport High School
Voya Investment Management January 2014 - Present
Voya Investment Management February 2012 - December 2013
AXA Financial October 2011 - February 2012
Voya Investment Management June 2011 - September 2011
Voya Investment Management January 2011 - May 2011
Elie Tahari June 2010 - January 2011
Opal Financial Group January 2010 - April 2010
Skills
SCCM, Powershell, Group Policy, OpenStack, .NET, C#, Active Directory, Linux, Windows 7, Java, JavaScript, Windows Server, Networking, CCNA, Backtrack, Enterprise Desktop..., IT Service Management, Desktop Administration, SQL, HTML, Cloud Computing, Technical Support
Education
New York University 2012 — 2014
Master of Science (M.S.), Telecommunication and Networks
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Mizuho Bank June 2015 - Present
The Corcoran Group June 2012 - June 2015
Realogy Holdings Corp. 2012 - 2014
KPMG Audit September 2008 - September 2012
Orion Systems Integrators, Inc. September 2008 - August 2012
Deutsche Bank August 2005 - September 2008
AXA Financial January 2001 - August 2005
Skills
Windows Server, Linux, MySQL, System Administration, PHP, Unix, SQL, SQL Server, Security, Java, Operating Systems, Windows, Databases, VMware, Application Development, Network Security, Server Architecture, JavaScript, C++, HTML, Apache, Architecture, SharePoint, ITIL, Web Services, Disaster Recovery, Cloud Computing, J2EE, Windows Server 2008, Virtualization, Web Development, Active Directory, Solaris, Visio, DNS, AJAX, Integration, Shell Scripting, Agile, Web Applications, TCP/IP, IT Management, Software Development, XML, IIS, Web Hosting, Mobile, Microsoft SQL Server, System Deployment, Agile Methodologies
Education
DES 2013 — 2013
Dell Compellent Certification, Fluid Data Architecture
New Jersey Institute of Technology 2004 — 2008
BS, Engineering Technology in Computer Technology (CT), Management, 3.68
Bergen Community College 2000 — 2003
AAS, Networking Administration
Year Up May 2015 - Present
Charitable Commerce October 2009 - Present
City Year March 2013 - April 2015
Boston Harbor Island Alliance January 2011 - March 2013
Statue of Liberty-Ellis Island Foundation November 2004 - September 2009
AFS Intercultural Programs January 2003 - September 2004
AXA Financial June 1999 - September 2001
ICON solutions March 1996 - June 1999
Kallmann McKinnell & Wood January 1994 - March 1996
Bain & Company September 1989 - April 1993
Skills
Strategy, Business Planning, Strategic Planning, Management, Team Building, Leadership, Salesforce.com, Change Management, Training, Non-profit Board..., Business Strategy, Entrepreneurship, Start-ups, Non-profits, Nonprofits, Organizational..., Mergers & Acquisitions, Program Management, Leadership Development, Research, Finance, Budgets, Fundraising, Mergers, Social Media, Public Speaking, Marketing Strategy, Grant Writing, Grants, Project Management, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Harvard University 1989 — 1993
BA
HS
HSMAI Greater New York October 2013 - February 2014
Leadgenix November 2012 - January 2014
HSMAI Greater NYC November 2012 - October 2013
Crexendo Business Solutions 2004 - November 2012
StoresOnline 2004 - 2011
AXA Financial October 2003 - December 2004
Skills
Online Lead Generation, SEM, E-commerce, Online Marketing, SEO, Public Speaking, Online Advertising, Conversion Optimization, Web Marketing, PPC, Sales Management, Website Promotion, Web Design, Digital Strategy, Website Development, Sales Process, Social Media Marketing, Digital Marketing, Lead Generation, Online Reputation..., Link Building, Marketing
Education
Brigham Young University
Bachelor’s of Science, Physiology; Medicine; Chemistry
In process of setting up in Reno/Tahoe area OwnerPur Botanique LLCFebruary 2013 - Present
Town & Country Counseling, LLC September 2010 - July 2015
Memorial Hermann Healthcare System January 2008 - September 2009
ADP January 2006 - June 2006
Accenture April 2005 - April 2006
Memorial Hermann Health System January 2002 - July 2003
AXA Financial November 1999 - September 2001
Skills
Mental Health Counseling, Group Therapy, Adolescents, Treatment, Counseling Psychology, Mental Health, Addiction Recovery, Business Intelligence, Business Analysis, Software Development, Programming, Skin Care Products, CBT, Therapists, Motivational..., Psychotherapy, Family Therapy, Psychology, Psychological Assessment, Clinical Research, Behavioral Health
Education
Houston Baptist University 2006 — 2009
M.A., Psychology, Graduate Program, College of Behavioral Sciences
Texas A&M University 1992 — 1996
B.A., International Studies, International Studies (Latin American), German, Spanish, Math
Wake Forest University 1991 — 1992
Park IP Translations - a welocalize company September 2014 - Present
Park IP Translations September 2012 - September 2014
Park IP Translations June 2012 - September 2012
Park IP Translations September 2011 - May 2012
Songs for Life and Change October 2010 - June 2011
AXA Financial October 2008 - November 2008
New York City Department of Education January 2008 - June 2008
Skills
Microsoft Excel, Project Management, Microsoft Office, Outlook, Microsoft Word, Access, Management, PowerPoint, Social Media, Leadership, Forecasting, Photoshop, Analysis, Market Research, Research, Inventory Management, Event Planning, Process Improvement, PMP, Scrum, Mind Mapping, User Stories, Communications Planning, Agile Project Management, Agile Methodologies, PERT/CERT/Critical..., Quality Control, Quality Assurance, Network Diagrams, Visual Basic, Schedule Management, Simple SQL Statements, Customer Service, Teamwork, Time Management, Budgets, Project Planning, Six Sigma, Lean Six Sigma, Change Management, Skill Matrix, Procedure Manuals, Training Manuals, Project Matrix, Business Process..., Six Sigma (White Belt), Stakeholder Management, Cost Management, Scope Management
Education
NYU School of Professional Studies 2015 — 2015
Certificate in Project Management
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Operations Management
Long Island City High School 2004 — 2008
Aven Financial Group September 2012 - Present
Sevenly July 2015 - Present
Sevenly October 2014 - Present
Aven Cote Torrance LLC November 2013 - Present
Sanctum Brewing September 2012 - Present
Newbridge Securities 2011 - Present
AXA Financial 2004 - 2007
Skills
Estate Planning, Financial Advisory, Series 7, Retirement Planning, Asset Allocation, 401k, Small Business, Finance, Mutual Funds, Saving for Education, Wealth Management, Management, Retirement, Asset Management, Investments, Financial Planning
Education
University of Southern California - Marshall School of Business 2001 — 2004
Finance/Corporate Finance/Business Administration
California State University-Long Beach
United States Air Force July 2015 - Present
US Air Force August 2013 - July 2015
United States Air Force March 2011 - July 2013
General Practice Clinic - American University Washington College of Law January 2010 - May 2010
US Air Force June 2009 - August 2009
US Department of Justice January 2009 - May 2009
Institute for Justice June 2008 - May 2009
Global Peace Initiative of Women September 2006 - December 2006
AXA Financial June 2006 - August 2006
Fordham University September 2004 - January 2006
Skills
Policy Analysis, Mediation, Courts, Legal Research, Civil Litigation, DoD, Policy, Public Policy, Intellectual Property, Defense, International Relations, International Law, Administrative Law, Legal Writing, Litigation, Appeals
Education
American University, Washington College of Law 2007 — 2010
Doctor of Law (JD)
Fordham University 2003 — 2007
B.A., International Political Economy
Nerium International April 2015 - Present
Nerium International is Breaking Records & Going Global — Indepedent Brand Partner — greatskin.guru April 2014 - Present
OSG Ship Management October 2007 - December 2009
The McGraw-Hill Companies 2006 - October 2007
Various Consulting Positions 2001 - 2003
AXA Financial February 1999 - October 2001
Skills
Labor/Employee Relations, HR Policies & Procedures, Benefits and Enrollment, Program & Event..., Legal Issues &..., Employee Development &..., Contract..., Mediation/Dispute..., Orientation & Onboarding, Confidential Record..., Employee Counseling, Contractual Agreements, Employee Benefits, New Hire Orientations, Human Resources, Onboarding, Policy, Employee Relations, Leadership, Job Descriptions, Personnel Management, Management, Public Records, Recruiting, Sourcing, Training, Deferred Compensation, Customer Service, Temporary Placement, Talent Management, Payroll, Interviews, Performance Management, Employee Training, Talent Acquisition, Employment Law, Resume Writing, Applicant Tracking..., Conflict Resolution
Education
John Jay College of Criminal Justice
Bachelor of Science (BS), Legal Studies, General
St. Joseph's College (IN)
Certification, Human Resources Development
University of Phoenix
MBA, Human Resources Management
Scureman & Associates October 1991 - Present
Kidder Peabody March 1990 - August 1991
AXA Financial January 1989 - March 1990
AXA Financial January 1983 - December 1988
AXA Financial September 1981 - January 1983
John W. Galbreath July 1981 - September 1981
Skills
Higher Education Goals..., Wealth Accumulation, Asset Protection, Asset Allocation, Retirement Income Goals, Protecting Your..., Gifting Strategies, Trust Strategies, Business Continuation..., Disability Income..., Estate Preservation..., Federal Estate Tax...
Education
Clarion University of Pennsylvania 1977 — 1981
Bachelor of Science (BS), Accounting
Chartered Life Underwriter and Certified in Long Term Care - CLU and CLTC Designations
Registered Representative of MetLife Securities
Saatchi & Saatchi Wellness May 2015 - Present
Saint Joseph's University September 2013 - May 2015
Digitas Health June 2014 - August 2014
AXA Financial February 2014 - May 2014
The Limited May 2013 - 2014
Eastern University January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Customer Service, Sales, Management, Marketing, Leadership, Research, Facebook, Interviews, Human Resources, Recruiting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2015
Bachelor of Science in Business Administration, Managing Human Capital
Eastern University 2011 — 2012
Business Administration and Management, General
Fruition Partners March 2013 - Present
Honeywell May 2011 - March 2013
Credit Suisse November 2010 - February 2012
Computer Associates, Inc January 2010 - November 2010
Publishers Clearing House November 2008 - January 2010
AXA Equitable September 2008 - November 2008
Broadridge November 2007 - August 2008
American Home Mortgage November 2005 - April 2008
AXA Financial December 2004 - November 2005
Suffolk County Council March 2003 - January 2005
Skills
Vendor Management, Program Management, Business Process..., PMO, Enterprise Software, Team Building, E-commerce, Leadership, Six Sigma, Waterfall, CMMI, Business Relationship..., Strategy, E-business, SDLC, Integration, Business Analysis, Software Project..., Requirements Analysis, SharePoint, SFDC, FileNet, Oracle WebCenter, ERP, Windows 7, M&A, Content Management, CRM, CoreMetrics, Pivotal, Pivot Tables, Mobile, Broker Dealer, Clarify, ADM, Cross-functional Team..., Project Portfolio..., IT Management, Project Planning, Cloud Computing, Software Development, Amdocs Clarify, Business Intelligence, Mobile Devices, WebCenter, IT Strategy, IBM Websphere Commerce, Agile Methodologies, IT Service Management, Management
Education
Adelphi University
Bachelor of Science (B.S.), Computer Science
Polytechnic University
Master of Science, Computer Science
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
ProSight Specialty Underwriters Ltd January 2012 - Present
ProSight Specialty Insurance April 2011 - Present
Paris Re November 2004 - April 2011
PARIS RE America Insurance Company June 2007 - June 2010
AXA RE June 2001 - November 2004
AXA Financial September 1986 - June 2001
Skills
Insurance, Mergers, Reinsurance, Compliance, Corporate Governance, Litigation, Corporate Finance, Claims, Contract Negotiation, Commercial Litigation, Corporate Law, Claim, Regulations, London Market Insurance, Regulatory Affairs, Mergers & Acquisitions, Restructuring, Risk Management, Dispute Resolution, Strategy, Joint Ventures, Auditing, Litigation Management, Investments
Education
Fordham University School of Law 1983 — 1986
JD
Manhattan College 1977 — 1981
BS, Magna Cum Laude,, Accounting
AXA US April 2013 - Present
AXA Equitable June 2012 - April 2013
Neilson Mathematics Tutoring Service July 2010 - May 2012
Guardian Life Insurance Company May 2008 - May 2010
AXA Equitable April 2007 - May 2008
Axa-Financial November 1998 - May 2008
Axa-Financial July 2000 - April 2007
Axa-Equitable November 1998 - July 2000
Skills
Product Development, Product Design, Positioning, Business Analysis, Access, Data Analysis, Financial Analysis, Financial Reporting, SQL, Database Management, Essbase, Excel, Pivot Tables, Vlookup, TM1
Education
Leonard N. Stern School of Business at New York University
MBA, Marketing
Stony Brook University
MS, Applied Mathematics
Dowling College
BS, Mathematics
Cafe China January 2010 - Present
St. Joseph's College November 2009 - October 2010
Treasury Analytics, Citi November 2009 - June 2010
Allianz Global Investors June 2006 - April 2009
AXA Financial November 2004 - June 2006
New York Times Company September 2002 - September 2004
Skills
Interior Design
Education
DePaul University 1999 — 2001
MSA
NACA April 2015 - Present
Citi February 2012 - December 2014
Citi June 2014 - November 2014
Citi August 2013 - June 2014
Mecklenburg School System January 2009 - 2011
Kim's Care January 2000 - 2009
Kim's Daycare January 2000 - 2009
AXA Financial January 1998 - January 2000
MBNA/PNC Bank January 1997 - January 1999
First Union January 1995 - January 1997
Skills
Negotiation, Customer Service, Psychology, Accounts Payable, Interpersonal..., Accounts Receivable, Coaching, Healthcare, Microsoft Office, Leadership Development, Integrity, PowerPoint, Public Speaking, Leadership, Strategic Planning, Team Building, Non-profits, Finance, Microsoft Excel, Management, Training, Staff Development, Accounting, Mentoring, Event Planning, Credit, Community Outreach, Fundraising, Nonprofits, Recruiting, Small Business, Social Networking, Outlook, Organizational...
Education
Kaplan University 2014 — 2015
Associate of Arts and Sciences (AAS), paralegal studies
cpcc 1992 — 1995
associate's degree, child development
Central Piedmont Community College 1992 — 1993
Child Developement
w.c. 1988 — 1991
general, General Studies
Comerica Bank June 2010 - Present
Comerica Bank August 2006 - July 2010
Liberty Mutual January 2005 - July 2006
KeyBank June 2002 - December 2004
AXA Financial December 2003 - March 2004
Education
University of Nevada-Las Vegas - College of Business 2007 — 2009
Master of Arts, Economics
Bowling Green State University 1999 — 2003
BSBA, Finance
Allianz April 2012 - Present
Guardian Life 2010 - 2011
AIG 2007 - 2010
AXA Financial August 1999 - September 2007
Oxford Health Plans 1997 - 1999
YAR Communications 1992 - 1997
Skills
Advertising, Brand Management, Brand Guidelines, Marketing Strategy, Integrated Marketing, Marketing Communications, Multicultural Marketing, Customer Experience, Customer Research, Segmentation, Competitive Intelligence, Account Mangement, Strategy, Management, Marketing, Online Advertising, Strategic Communications, Budgets, Digital Marketing, Analysis, Social Media, Digital Strategy, Executive Management, Direct Marketing, Sponsorship, Insurance, Leadership, Strategic Planning, Financial Services, Relationship Marketing, Creative Direction
Education
Fordham Graduate School
MBA
Manhattanville College
BA
Marymount School
Tag Communication Services August 2014 - Present
North Highland November 2013 - February 2014
SAP March 2012 - November 2013
The Dara Group, LLC April 2009 - April 2012
UBS Wealth Management June 2006 - April 2009
TheStreet.com June 2004 - August 2005
Independent Consultant 2002 - 2004
AXA Financial 2000 - 2001
JPMorgan Chase 1998 - 2000
JPMorgan Chase 1997 - 1998
Skills
Project Management, Email Marketing, SEM, Digital Marketing, Online Advertising, Analytics, E-commerce, Creative Development, Product Management, Product Development, Content Strategy, Social Media, Market Research, Subscription, Interactive Marketing, Customer Acquisition, Digital Strategy, Integrated Marketing, Web Analytics, Online Marketing, Lead Generation, Affiliate Marketing, Marketing Strategy, Segmentation, Marketing Communications, Google Analytics, PPC, Direct Mail, Content Development, Product Marketing, Website Development, Multi-channel Marketing, Campaign Management, B2B Marketing, Web Content, Brand Development, Direct Marketing, Web Development, Business Strategy, Program Management, CRM Strategy, Customer Retention, Arts Administration, Program Development, Program Implementation, Insurance, Non-profits, Banking, Wealth Management, Demand Generation
Education
New York University 2010 — 2012
Fundraising--NYU George H. Heyman, Jr. Center for Philanthropy and Fundraising
New York University 2009 — 2010
Professional Certificate, Arts Administration
Cornell University
BA, Liberal Arts; History
AXA August 2010 - Present
AXA Financial June 2008 - July 2010
AXA Financial March 2007 - June 2008
Skills
Microsoft Office, Quality Center, Business Analysis, Customer Service, Change Management, Data Analysis, Excel, Forecasting, Financial Analysis, Team Leadership, Mentoring, Operations, PowerPoint, Strategic Planning, Testing, Visio, Call Centers, Software Documentation, Insurance, Microsoft Excel, Project Planning, System Administration, Call Center, Project Management, Analysis, Management, Process Improvement, SDLC, Program Management, Leadership, Requirements Analysis
Education
Fairleigh Dickinson University 2002 — 2004
Bachelor's degree, Finance, General
University of Rhode Island 2000 — 2002
Finance, General
Livingston High School 1997 — 2000
8K Miles Software Services September 2015 - Present
Columbia Business School March 2014 - Present
South Asian Americans Leading Together (SAALT) April 2013 - Present
The R.E.B.E.L Alliance June 2010 - Present
NexAge Technologies USA Inc January 2001 - August 2015
Green Earth Technology Solutions January 2008 - December 2014
University of Phoenix-Jersey City Campus, NJ April 2012 - December 2013
School of Advanced Studies 2005 - 2010
Indo-American Task Force on Terrorism- IATF December 2008 - December 2009
AXA Financial January 1994 - December 2000
Skills
Published Author, Creative Writing, Executive Mentoring, Entrepreneurship, Strategy, Strategic Planning, Business Strategy, Project Management, Program Management, Business Development, Start-ups, Marketing Strategy, New Business Development, Fundraising, Team Building, Social Media, Management Consulting, Marketing, Product Development, Public Relations, Non-profits, Business Planning, Leadership, Leadership Development, Nonprofits, Organizational..., Public Speaking, Management, Training, Social Entrepreneurship, Business Analysis, Small Business, Strategic Partnerships, Venture Capital, Business Models, Customer Development, Lean Startup, Lobbying US Congress, Entrepreneurship..., Case Study Method, Business Intelligence, Consulting, Thought Leadership, Executive Management, Cloud Computing, Corporate Development, Angel Investing, Mergers & Acquisitions, E-commerce, IT Strategy
Education
School of Advanced Studies-Doctor of Management 2005 — 2011
Doctor of Management
Cochin University of Science and Technology 1985 — 1987
MBA
EnerNOC September 2015 - Present
Salesforce January 2011 - September 2015
Staples May 2010 - August 2010
Presidio Graduate School August 2009 - May 2010
Goodwill Industries International May 2009 - August 2009
Bankers Life and Casualty Co. December 2002 - December 2008
WestLB Panmure August 2001 - July 2002
AXA Financial March 1999 - March 2001
Synergetics November 1999 - July 2000
Citibank – Worldwide Securities Services, US Custody and Trust March 1998 - March 1999
Skills
Systems Thinking, Energy Efficiency, Business Development, Leadership Development, Project Management, Clean Technology, Energy Management, Sustainable Business, Emotional Intelligence, Entrepreneurship, Corporate Social..., Renewable Energy, Social Entrepreneurship, Analysis, Sustainability, Strategic Partnerships, Strategy, Leadership, Energy, Business Process..., Cleantech, Start-ups, Management, Strategic Planning, Program Management, Consulting, Business Strategy, Environmental Awareness
Education
Presidio Graduate School 2008 — 2010
MBA, Sustainable Management
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelors of Science, Ecology, Ethology & Evolution / German minor
Heidelberg University 1994 — 1995
Other, German as a second language
AXA Financial 2003 - 2012
First Republic Bank 1998 - 2003
Mellon Bank 1994 - 1998
First Republic Bank 1992 - 1994
The Boston Company 1986 - 1991
Merrill Lynch 1985 - 1986
Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance
Education
Babson College 1987 — 1991
MBA, Concentration in Finance
Saint Anselm College 1981 — 1985
BA - Graduated with Honors, Business & Computer Science
Woodside Capital Partners May 2013 - Present
Ziegler Lotsoff Capital Management August 2009 - September 2012
Simran Capital Management July 2005 - August 2009
Axa Financial September 2003 - July 2005
Crossroads LLC July 2001 - September 2003
JP Morgan July 1998 - July 2001
Skills
Investment Banking, Valuation, Venture Capital, Equities, Fixed Income, Financial Modeling, Asset Allocation, Hedge Funds, Alternative Investments, Bloomberg, Trading, Wealth Management, Investment Advisory, Series 7, Options, Portfolio Management, Capital Markets, Derivatives, Investment Management, Asset Management, Corporate Finance, Investments, Financial Structuring, Asset Managment
Education
Babson College 1994 — 1998
Bachelor of Science (BS), Finance/International Business
Universidad de San Andres 1997 — 1997
Prudential Annuities July 2013 - Present
Prudential Annuities December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2008 - November 2011
Main Street Legal Services January 2006 - May 2007
AXA Financial 2001 - 2006
Skills
Insurance, Compliance, SEC regulations, Annuities, Product Development, State insurance..., Securities, Legal Issues, Fixed Annuities, Licensing, Legal Assistance, Financial Services, Westlaw
Education
City University of New York School of Law 2005 — 2007
Juris Doctorate, Law
New York University 1991 — 1993
Bachelor's of Fine Arts, Drama
M&M Brokerage Services, Inc. September 2013 - Present
RG Consulting Group, LLC May 2006 - Present
Traditions Capital Management, LLC June 2007 - February 2009
Himelsein Mandel Capital May 2006 - June 2007
Park Venture Advisors, LLC August 2005 - April 2006
Goldman Sachs January 2005 - July 2005
AXA Financial November 2002 - January 2004
Cohane Rafferty Securities, LLC March 1999 - October 2001
Hold Brothers On-line Investment Services, LLC 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Tax Reduction, Wealth Management, Sales, Life Insurance, Retirement Planning, Insurance, Financial Analysis, Tax Minimization, Underwriting, Indexed Universal Life..., Investments, Employee Benefits, Equity Indexed Annuities, Estate Planning, Retirement, Investment Banking, Asset Management, Investment Management, Fixed Annuities, Tax, Securities, Term Life Insurance, Operations Management, Stocks, Small Business, Financial Services, Financial Consultant -..., Business Relationship..., Expert relationship..., Licensed Life Insurance..., Variable Life, Variable Annuities, Universal Life, Tax Optimization, Municipal Bonds, Life Settlements, Insurance Captial..., Licensed Life..., Financial Advisory, Mutual Funds, Finance
Education
Dartmouth College 1992 — 1996
AB, Psychology
Regis High School 1988 — 1992
NYS Regents Diploma
FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds
W.A. Cunningham J.H.S. 234
Google August 2013 - Present
Agile Developments August 2012 - June 2013
Sungard Global Services September 2005 - August 2012
Agile Developments, Inc. September 2002 - September 2005
Allegheny Energy Supply June 2001 - September 2002
Independent December 2000 - June 2001
Axa Financial February 2000 - December 2000
Medscape Inc January 1999 - January 2000
RomeBlack July 1998 - December 1998
Tri-Tech, Inc November 1997 - May 1998
Skills
Java, Relational Databases, Spring, Android, Hibernate, REST, J2EE, JSP, Tomcat, Maven, Eclipse, Servlets, JUnit, JDBC, MySQL, AJAX, XML, J2SE, Subversion, iBatis, JSON, JSTL, Mobile Applications, Ant, Web Services, Project Management, Groovy, Grails, Solr, Design Patterns, Jetty, MVC, Lucene, Agile Methodologies, Enterprise Software, Java Enterprise Edition, Mobile Computing, Integration, SaaS, Spring Framework 5, SOA, Git, Enterprise Architecture, Ninja Skills, Awesomeness, IT Strategy, SOAP, Continuous Integration, Scrum, Test Driven Development
Education
Georgia Institute of Technology 1994 — 1997
bs, Computer Science
Yeshiva High School 1990 — 1994
AXA Equitable December 2014 - Present
AXA Financial April 2010 - Present
Skills
Software Development, SDLC, Vendor Management, Project Portfolio..., PMO, Business Analysis, Software Project..., PMP, Project Management, Visio, IT Strategy, Program Management
Education
City University of New York-Baruch College 1992 — 1996
Bachelor of Arts (BA), Corporate Communications
Société Générale Corporate & Investment Banking July 2014 - Present
Societe Generale June 2013 - October 2013
Smart Tax Franchise Group LLC December 2012 - April 2013
Anchin, Block & Anchin LLP February 2012 - April 2012
Aflac June 2010 - August 2010
AXA Financial September 2009 - November 2009
Barclays Capital 2009 - 2009
Education
Yale University - Yale School of Management
Global Pre-MBA Leadership Program, non-degree
Queens College 2013 — 2015
Master of Science (M.S.), Accounting, Latin Honors
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor of Business Administration (BBA), Accounting, Latin Honors
Deans.Archer & Co, CPA February 2012 - Present
VITA (Volunteer work while having a regular full time job) January 2012 - April 2012
Queens Accounting Service March 2011 - December 2011
Bargain Bagels October 2009 - March 2011
AXA Financial June 2009 - September 2009
Skills
Proficient in MS Word, MS Excel, Accounting, Reconciliation, Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Credit, Finance, Bank Reconciliation, Customer Service, Accounts Payable, QuickBooks, ProSeries, Creative Solutions..., Financial Reporting
Education
Queens College, CUNY, New York, NY 2013 — 2014
Master of Science in Accounting, Accounting
Baruch College 2005 — 2010
BBA, Accounting
Zicklin School of Business, Bernard Baruch College. CUNY New 2005 — 2010
Bachelor, Business Administration; Accounting
Deloitte Digital February 2009 - Present
The Associated Press May 2005 - February 2009
AXA Financial June 2004 - August 2004
Skills
Usability Testing, Product Management, Requirements Gathering, Requirements Analysis, Content Management, Mobile Devices, Project Management, User Experience Design, Manage Client..., Functional Design, Responsive Web Design, User Interface Design, Information Architecture, Stakeholder Management, Agile & Waterfall..., PMP, Risk Management, Wireframes, Usability, Project Planning
Education
Binghamton University - School of Management 2001 — 2005
BS in Business Management, Business Administration and Management, General
Oracle July 2014 - Present
Oracle July 2013 - July 2014
Michelin September 2010 - July 2013
Snap Fitness 24/7 January 2008 - August 2010
AXA Financial May 2008 - July 2008
Skills
Account Management, Sales Management, Contract Negotiation, Strategic Planning, Marketing Strategy, Forecasting, Team Building, Customer Service, Sales, Cross-functional Team..., Self-confidence, Self-driven, Key Account Development, New Business Development, Training, Program Management, Leadership, Process Improvement, Consultants, Oracle Applications, Oracle CRM, ERP Oracle, Competitive, Problem Solving, Fast Learner, B2B Marketing Strategy, CRM, EPM, Marketing, Customer Satisfaction, Budgets, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Sales Presentations, Lead Generation, Business Development, SaaS, Business Strategy, Business Analysis, Business Intelligence, Management, B2B, Team Leadership, Solution Selling, Public Speaking
Education
Arizona State University 2007 — 2010
Bachelor of Science, Organizational Communication, 3.4
Crown Family Philanthropies March 2002 - Present
Grants Managers Network 1992 - 2015
AXA Financial 2000 - 2001
Ford Foundation 1996 - 2000
The Atlantic Philanthropies 1989 - 1996
Volunteers of Legal Service 1984 - 1989
Skills
Grants, Philanthropy
Education
Clark University 1980 — 1984
B.A., Sociology/Criminology
Russ Lyon Sotheby's International Realty October 2011 - Present
Patricia C. Simpson, Strategy and Management Advisory 2006 - 2010
AXA Financial 1998 - 2001
Manufacturers Hanover Trust / Chemical Bank / Chase Manhattan 1978 - 1998
Chase / Chemical / Manufacturers Hanover Trust 1978 - 1998
Skills
Investment Properties, Real Estate, First Time Home Buyers, Relocation, Real Estate Transactions
Education
New York University 1975 — 1979
MBA, Marketing and Strategic Planning
City University of New York-Brooklyn College 1971 — 1975
BA, Economics, Psychology
Century 21 Award January 2007 - Present
Gemini Mortgage and Real Estate May 2005 - January 2007
AXA Financial October 2000 - May 2003
Skills
Investment Properties, Real Estate, Short Sales, First Time Home Buyers, REO, Foreclosures, Single Family Homes, Condos, 1031 Exchanges, Income Properties, Relocation, Listings, HUD, Property, Investors, Move Up Buyers, Referrals, SFR, Sellers, e-PRO, Buyer Representation, Real Estate Transactions, Selling, Home Staging, Seniors, Buyers, Relocation Buyers, National Association of..., New Home Sales, Real Property, Luxury, Townhomes, Seller Representation, Residential Homes
Education
California State University-Chico 1993 — 1998
BA, MA, Child Development and Recreation Administration
EMC April 2014 - Present
Pivotal Software, Inc. April 2013 - March 2014
VMware December 2012 - March 2013
Citi Bank June 2010 - December 2012
NYC Department of Correction November 2008 - June 2010
Maximus Inc December 2003 - November 2008
Freddie Mac May 2003 - December 2003
GFI August 2002 - May 2003
AXA Financial February 2001 - July 2002
Skills
SOA, Enterprise Architecture, SDLC, Software Project..., Web Services, Requirements Analysis, Application Architecture, Agile Methodologies, SQL, Java Enterprise Edition, XML, Software Development, Business Analysis, Java, Spring, Solution Architecture, Hibernate, Spring Framework
Education
Bharathiar University 1995 — 1997
MBA
PSG College of Technology 1995 — 1997
MBA, Information Systems
Bharathiar University 1992 — 1995
B. Sc, Computer Science
MetLife 2005 - Present
AXA Financial 2003 - 2005
The MONY Group 1991 - 2003
National Madison Group, Inc. September 1985 - January 1990
Skills
Estate Planning, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities, Retirement, Succession Planning, Series 7, Wealth Management, Securities, Series 63, 401k, Life Insurance, Disability Insurance, Strategic Financial..., Tax, Series 6, Business Planning, FINRA, Financial Planners, IRAs, Variable Annuities, Finance, Long Term Care Insurance, Series 24, Financial Services, Investment Advisory, Wealth, Wealth Management..., Long-term Care, Pensions, Investments, Term Life Insurance, Asset Allocation, Retirement Plan..., Qualified Retirement..., Universal Life, Defined Benefit, ERISA, 401k Rollovers, Uniform Combined State..., Investment Strategies, Whole Life, Personal Financial..., Employee Benefits, Asset Protection, Certified Financial..., Executive Pay
Education
Brooklyn Law School 1982 — 1985
JD, Law
NYU Graduate School of Business 1975 — 1977
MBA, Institutional Finance
Ohio University 1970 — 1974
BBA, Finance
RE/MAX Allegiance November 2013 - Present
Geoffrey B. Thornton February 2013 - November 2013
The McCormick Group, Inc. January 2000 - February 2013
Weichert Real Estate 2007 - 2008
AXA Financial January 1992 - June 1999
Dean Witter Reynolds January 1984 - February 1990
Skills
Integration, Information Technology, DoD, Government, Business Development, Program Management, Executive Search, Technical Recruiting, SDLC, Security, Consulting, Strategy, Government Contracting, Cloud Computing, PMP, Management Consulting, Talent Management, Governance, Proposal Writing, ITIL, Leadership, College Recruiting, Security Clearance, Applicant Tracking..., Enterprise Architecture, Recruiting, Sales, Organizational..., Leadership Development, Sourcing, Contract Negotiation, Business Analysis, Change Management, New Business Development, Temporary Placement, Marketing, Strategic Planning, Contract Recruitment, Business Intelligence, Vendor Management, Business Strategy, Federal Government, Executive Management, Benefits Negotiation, Talent Acquisition, Computer Security, Enterprise Software, Start-ups, Business Process..., Process Improvement
Education
Howard University 1977 — 1982
B.S., Consumer Studies and Business Administration
Woodrow Wilson HS 1973 — 1975
Teleperformance, USA February 2015 - Present
Computer Solutions & Software International (CSSI) June 2009 - July 2012
MBG Expense Management LLC June 2008 - May 2009
EMC July 2007 - February 2008
BusinessEdge Solutions July 2006 - February 2008
AXA Financial May 1975 - October 2005
AXA Financial May 1975 - October 2005
Skills
Business Analysis, Testing, Data Conversion, Vendor Management, SDLC, Data Mapping, Project Management, Visio, Business Intelligence, Business Process, Program Management, Requirements Gathering, Process Improvement, User Acceptance Testing, Software Documentation, Requirements Analysis, Enterprise Architecture, Analysis, Databases, Integration, Business Process..., Project Portfolio..., Management, Software Project..., Systems Analysis, Cross-functional Team..., PMO, Software Development, Quality Assurance, ERP
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
Project Management, Advanced Professional Project Management
Stony Brook University 1971 — 1975
BA, Economics
HSBC Global Asset Management September 2013 - Present
Neuberger Berman September 2011 - September 2013
AXA Financial June 2006 - October 2009
Skills
Series 7, Series 66, Mutual Funds, Investments, Securities, Alternative Investments, Private Equity, Asset Allocation, Equities, Fixed Income, Wealth Management, Asset Managment, Currency, REIT, MLP, Variable Annuities, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Sales Presentations, High Performer, Exceed Sales Goals, Client Development, Client Maintenance, Sales Prospecting, Insurance, Territory Management, Territory Development, Territory Optimization, Client Facing Skills, Leadership Development, Leadership, Human Development, Multi-Cultural Team..., Educational Leadership, Goal-oriented..., Educational Philosophy, Best Practices, Direct Sales, Emotional Intelligence, Salesforce.com, Adobe, PowerPoint, Microsoft Excel, Microsoft Office, CRM, Client Service Oriented, Consultative Style, WebEx
Education
Columbia University in the City of New York 2010 — 2011
MA, Organization and Leadership
Boston College 2002 — 2006
BA, Communication and Philosophy, Cum Laude
Regis High School 1998 — 2002
New York, NY
Exclusive Resorts November 2014 - Present
St. Regis Hotel June 2013 - October 2014
Starwood June 2013 - October 2014
Colorado State University August 2010 - May 2013
Foothills Park & Recreation District May 2009 - January 2013
The Gardens on Spring Creek August 2012 - December 2012
AXA Financial June 2012 - August 2012
Skills
Customer Satisfaction, Time Management, Coordinating Events, Lightspeed, Social Networking
Education
Colorado State University 2009 — 2013
Bachelor's degree, Liberal Arts Degree with a double minor in Business and Media Studies
Fort Lewis College 2009 — 2010
RGA Worldwide Reinsurance Company, Ltd. 2012 - Present
RGA Reinsurance Company 1998 - 2012
AXA Financial 1981 - 1998
John Hancock 1971 - 1981
Skills
reinsurance, Dispute Resolution, Reinsurance, Claims Management, Workers Compensation, Insurance Law, Pensions, Actuarial Science, Claim, Professional Liability, Insurance, Underwriting, Litigation Management, Arbitration, Liability, Risk Management, Litigation, Casualty, Property & Casualty..., Captives, Brokers, Solvency II, Excess, Legal Liability, D&O, Economic Capital, Enterprise Risk..., Commercial Insurance, Life Insurance, Financial Risk, Accident, Health Insurance, Commercial Lines, ALM, General Insurance
Education
Massachusetts Institute of Technology 1969 — 1971
M.S., Mathematics
Harvard University 1965 — 1969
A.B., Mathematics
Garden City HS
Gallagher Global LLC February 2011 - Present
SunGard March 2013 - December 2013
TIAA-CREF April 2007 - September 2011
WellPoint January 2006 - January 2007
AXA Financial April 2003 - May 2004
Fidelity Investments January 2001 - December 2002
Fidelity Investments April 1998 - December 2002
Skills
Asset Management, Investments, Mutual Funds, Securities, Business Strategy, New Business Development, BPO, IT Management, IT Strategy, Product Development, Process Improvement, Financial Services, Relationship Management, Wealth Management, Asset Managment, Business Analysis, Equities, Strategy, Pensions, Fixed Income, Management Consulting, Series 63, Mergers & Acquisitions, Leadership, Strategic Financial..., Retirement, Investment Banking, Executive Management, Vendor Management, Management, Competitive Analysis, Portfolio Management, Business Process, Series 7, 401k, Risk Management, Fixed Annuities, Business Planning, Alternative Investments, Retirement Planning, Hedge Funds, Asset Allocation, Investment Advisory, Investment Strategies, Business Transformation, Investment Management, Banking
Education
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
Franklin & Marshall
B.A., History
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
Lion Street Financial, LLC October 2012 - December 2013
Private Equity funded Distribution Firm February 2009 - October 2012
AXA Advisors, LLC January 2004 - January 2009
AXA Advisors September 2001 - January 2004
AXA Financial 2001 - 2004
AXA Advisors January 1997 - August 2001
AXA Advisors January 1989 - December 1996
AXA Advisors August 1984 - 1988
Skills
Investments, Insurance, Business Planning, Series 7, Strategy, Strategic Financial..., Financial Services, Leadership Development, Strategic Planning, Fixed Annuities, Series 63, Securities, CLU, Finance, Life Insurance, Leadership, Change Management, Public Speaking, Start-ups, Retirement Planning, Financial Advisory, Retirement, Blogging, Series 24, Marketing, Estate Planning, Employee Benefits, Business Transformation, Turnarounds, Compliance, Wealth Management, Investment Advisory, Training, Recruiting, Mutual Funds, Management, Financial Planning, Team Building, CFP®, Risk Management, Asset Management, Consulting, Business Strategy, Sales, Business Development
Education
Oregon State University 1976 — 1980
Bachelor of Science, Business
College for Financial Planning 1985 — 1987
CFP, Financial Planning
The American College 1989 — 1992
ChFC & CLU, Financial Planning
RBC Capital Markets July 2014 - Present
Bank of America February 2014 - July 2014
Deutsche Bank July 2013 - October 2013
BNY Mellon June 2012 - July 2013
Coach November 2011 - May 2012
ANN INC. May 2011 - August 2011
MN Strategies January 2010 - May 2011
AXA Financial September 2009 - December 2009
Skills
Finance, Financial Reporting, Project Management, Financial Services, Account Reconciliation, Equities, Securities, Derivatives, Strategic Financial..., Trading, Investment Banking, Fixed Income, Capital Markets, Investments, Microsoft Office, Sales, Internal Audit, Customer Service
Education
City University of New York-Hunter College 2008 — 2010
BA, Economics
Voronezh State University 2000 — 2004
BS, Environmental Studies
Cigna January 2015 - Present
Bank of America January 2014 - January 2015
AXA Financial 2012 - January 2014
Bryant University September 2008 - June 2012
Skills
Business Development, Finance, Financial Modeling, Investments, Management, Business Planning, Risk Management, Project Planning, Project Management, Project Delivery, Microsoft Excel, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor’s Degree, Finance
AXA Financial October 2014 - Present
Verizon Wireless January 2014 - June 2015
National Grid March 2013 - September 2013
GEICO July 2009 - June 2012
GEICO July 2007 - July 2009
Apple Bank for Savings February 2005 - July 2007
World Education Services February 2006 - November 2006
JPMorgan Chase June 2001 - August 2004
Skills
Customer Service, Branch Banking, Call Center, Tech-savvy, Customer-focused, Customer-facing, Customer Satisfaction, Cross Selling, Call Centers, Data Entry, Software Documentation, Invoicing, Insurance, Strategic Planning
Education
Brooklyn College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General, 3.372
Temple University 2000 — 2002
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
BNY Mellon July 2015 - Present
Pacific Life August 2014 - March 2015
Pacific Life January 2007 - August 2014
AXA Financial March 1996 - December 2006
Principal Financial Group March 1994 - March 1996
Skills
Written & Oral..., Marketing, Leadership, Product Marketing, Project Management, Marketing Strategy, Marketing Communications, Copywriting, Fixed Annuities, Strategy, Investments, Management, Social Media Marketing, Mutual Funds, Training, Financial Services, Employee Training, Budgets, Insurance
Education
Cedar Crest College 1989 — 1991
General Studies
New Jersey City University
Salesforce January 2015 - Present
AdRoll March 2012 - January 2015
BevAlert December 2009 - March 2012
Gigya January 2009 - September 2009
Zecco May 2008 - October 2008
Charles Schwab June 2007 - April 2008
Cents Ability June 2003 - October 2007
Citigroup Private Bank August 2004 - January 2007
AXA Financial June 2002 - July 2004
Skills
Analytics, E-commerce, Business Development, Marketing Strategy, Marketing, Digital Marketing, Web Analytics, Entrepreneurship, Online Advertising, Strategic Planning, Market Research, Direct Sales, Cold Calling, Product Development, Product Marketing, Sales, Web Design, Online Marketing, Start-ups, SaaS, Salesforce.com, CRM, SEO, Lead Generation, Strategic Partnerships, Management, Email Marketing, Blogging, SEM, Training, Social Media Marketing, Mobile Marketing, PPC, Competitive Analysis, Digital Strategy, Digital Media, Integrated Marketing, Customer Acquisition
Education
Harvard University 1997 — 2001
BA
Bloomberg LP July 2014 - Present
BlueStar AMG February 2013 - May 2013
Howard Gotlieb Archival Research Center June 2012 - December 2012
Boston University May 2012 - December 2012
Random Acts of Kindness September 2009 - June 2010
AXA Financial July 2009 - August 2009
Skills
Microsoft Excel, Python, Microsoft Office, Social Media, Facebook, Research, PowerPoint, SQL, Microsoft Word, Teamwork, Public Speaking, VBA, HTML, Mac, Photoshop, Access, Market Research, Customer Service, Industry Research, FileMaker, Social Networking, Bloomberg Terminal
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration, GPA 3.44/4.0
Fudan University 2013 — 2013
Chinese Studies
Thermo Fisher Scientific July 2014 - Present
Thermo Fisher Scientific January 2013 - July 2014
Thermo Fisher Scientific June 2011 - December 2012
LSI Title Company October 2010 - May 2011
Roanoke College January 2009 - May 2010
AXA Financial May 2009 - August 2009
Skills
Finance, Financial Accounting, Accounting, Financial Analysis, Cost Accounting, Sales, Teamwork, Microsoft Office, CRM, Microsoft Excel, Customer Service, Analysis, Financial Reporting, Access, Data Analysis, Cognos, Process Improvement, Investments, Sequel, Oracle Applications, Oracle, Account Reconciliation, Variance Analysis, Managerial Finance, General Ledger, Accounts Receivable, Strategic Financial..., Pivot Tables, Journal Entries, Business Process..., AS400 system, Supply Chain Management, Supply Chain Operations, Strategic Consulting, PowerPoint, Management, Social Media, Microsoft Word, Leadership, Public Speaking
Education
Duquesne University 2012 — 2015
Master of Business Administration (MBA), Finance, General, 3.5 GPA
Roanoke College 2006 — 2010
Bachelors of Business Administration, Finance
Sewickley Academy 1994 — 2006
High School Diploma
Regis High School August 2013 - Present
Hunter College Campus Schools and The Collegiate School September 1989 - Present
Open Society Foundations January 2009 - July 2013
International Debate Education Association January 1999 - December 2009
Open Society Foundations January 1999 - December 2008
International Debate Education Association January 1999 - December 2004
Open Society Foundations July 1998 - December 1998
AXA Financial May 1996 - June 1998
Equitable Life November 1989 - May 1996
Skills
Politics, International..., Fundraising, Community Development, Program Evaluation, Program Development, Research, Policy, Human Rights, Public Relations, Policy Analysis, Civil Society, Nonprofits, Public Policy, Grants, Event Management, Public Speaking, Higher Education, Strategic Planning, Capacity Building, Non-profits, Grant Writing, NGOs, Proposal Writing, Social Media, Program Management, International Relations, Youth Development, Teaching, Analysis, Qualitative Research, Training, Volunteer Management, Political Science, Editing, Community Outreach, Strategic Communications, Event Planning
Education
Columbia University in the City of New York 1991 — 1997
PHD Candidate, Political Science
Columbia University in the City of New York 1988 — 1991
Master of Arts (M.A.), Political Science
Amherst College 1984 — 1988
BA, American Studies, Political Science
Deloitte January 2015 - Present
AXA Financial 2010 - January 2015
Oracle 2005 - 2010
Siebel Systems 2003 - 2005
AT&T 2002 - 2003
Experian 2000 - 2002
Dun & Bradstreet 1996 - 2000
JP Morgan Chase 1993 - 1996
AT&T 1987 - 1993
Skills
Thought Leadership, New Business Development, Business Intelligence, IT Strategy, Master Data Management, Enterprise Architecture, Siebel, Solution Architecture, Enterprise Software, Data Warehousing, SaaS, Management, Cloud Computing, Requirements Analysis, Integration, SDLC, Program Management, Informatica, Consulting, Vendor Management, Oracle E-Business Suite, Software Project..., Oracle, Business Analysis, ERP, Business Process..., Business Process, IT Management, Leadership, PMO, Project Portfolio..., Analytics, SOA, Data Modeling, Requirements Gathering, PMP, Business Process Design, ETL, Data Integration, CRM, Business Requirements, Agile Project Management, Data Migration, Pre-sales, Systems Analysis, Project Management, Project Estimation
Education
Bangalore University 1977 — 1982
BSME, Mechanical Engineering
New Jersey Institute of Technology
MSEM, Engineering Management
New Jersey Institute of Technology
MSCS, Computer Science
Randstad USA July 2015 - Present
Kenwood Telecom January 2001 - July 2015
AXA Financial 1999 - 2001
McMaster-Carr 1994 - 1998
Delta Air Lines 1991 - 1994
Skills
Forecasting, Change Management, Income Statement, Strategic Planning, Full P&L Responsibility, Team Leadership, Leadership Development, Wireless, Business Development, Business Strategy, Operations Management, Team Building, ERP, P&L Management, Business Planning, Contract Negotiation, Leadership, Strategy, Integration, Inventory Management, P&L
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University 1986 — 1990
BS, Mathematical Science
Vassar College July 2015 - Present
Duke University August 2012 - May 2015
Duke University August 2011 - December 2014
Coursera September 2014 - November 2014
Institute for Employment Research (IAB) July 2014 - July 2014
Duke University May 2014 - June 2014
Novartis May 2013 - August 2013
University of Southampton May 2012 - August 2012
City University of Hong Kong January 2010 - May 2011
AXA Financial June 2010 - July 2010
Skills
LaTeX, R, Matlab, Mandarin, English, Bayesian statistics, Statistics, Data Analysis, Monte Carlo Simulation, Java, Data Mining, SPSS, Logistic Regression, Statistical Modeling, Science, Biostatistics, SAS
Education
Duke University 2011 — 2015
Ph.D., Statistical Science
City University of Hong Kong 2007 — 2011
Bachelor, Computing Mathematics, Finance
Syracuse University 2009 — 2009
nil, Mathematics
Univar November 2014 - Present
CF Industries September 2012 - November 2014
Cars.com April 2010 - September 2012
Binswanger October 2009 - June 2010
Sibley Partners September 2009 - October 2009
Boulder Net Lease Funds, LLC August 2009 - September 2009
AXA Financial May 2008 - August 2008
Professional Association of Diving Instructors (PADI) January 2008 - May 2008
The College Guys May 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Excel, Photoshop, Valuation, Investments, Due Diligence, VBA, Asset Pricing, Asset Management, DCF, Portfolio Management, Risk Analysis, Credit Analysis, Real Estate Investment, Real Estate Finance, Real Estate Development, NPV, Sales Analytics, Contract Negotiation, Asset Allocation, Business Intelligence, Business Intelligence..., Business Integration, Microsoft Excel, Salesforce.com, Sales, Forecasting, Analytics, Analysis, CRM, Market Analysis, Finance, Strategy, Leadership, Management, Cross-functional Team..., New Business Development, Customer Service
Education
CFA Institute 2015 — 2016
Chartered Financial Analyst® (CFA) Credential
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Finance - Real Estate
Joseph Gunnar & Co., LLC June 2015 - Present
Gettysburg College August 2011 - Present
AXA Financial June 2014 - August 2014
Schreiner-Blaeser Insurance Agency December 2009 - April 2010
Skills
Editing, SPSS, Critical Thinking, Research, Microsoft Excel, Stata, PowerPoint, Economics, Microsoft Office, Social Media, Public Speaking, Data Analysis, Microsoft Word, Event Planning, Statistics, Social Networking, Fundraising, Leadership, Analysis, Financial Modeling
Education
Gettysburg College 2011 — 2015
Economics, Senior
Northport High School 2008 — 2011
Advanced Regents Diploma
HMS January 2015 - Present
HMS HOLDINGS INC January 2011 - December 2014
HMS September 2008 - December 2010
Accredited Home Lenders January 2008 - September 2008
Accredited Home Lenders April 2007 - December 2007
Accredited Home Lenders June 2006 - March 2007
AXA Financial August 2005 - January 2006
Skills
Insurance, Process Engineering, Banking, Thought Leadership, Profit & Loss Management, Analytics, Leadership, Financial Analysis, Account Management, Data Analysis, Process Improvement, Business Strategy, Healthcare, Analysis, Management, Sales, Strategy, Business Analysis, Managed Care, Medicaid, Salesforce.com, Health Insurance, HIPAA, Business Development
Education
Harvard University 2014 — 2014
Executive Leadership Strategies/Evolving Health Care Executives Program, April 2014
Hofstra University 2002 — 2006
B.B.A from Frank G. Zarb School of Business, Managment
Horace Greeley High School
Novelty Services Inc January 2014 - Present
Prudential Financial September 2012 - October 2013
NYSE Euronext 2008 - July 2012
Citigroup 2006 - 2008
AXA Financial 2000 - 2006
Singapore Technologies 1992 - 1994
Skills
SDLC, Data Warehousing, Data Modeling, ETL, PL/SQL, Oracle, Business Intelligence, Databases, SQL, Unix Shell Scripting, Performance Tuning, Informatica, SQL Tuning, Data Warehouse..., Perl, Oracle RAC, Shell Scripting, Database Administration, Master Data Management, Master Data, Java, J2EE Application..., Sybase, Enterprise Architecture
Education
National University of Singapore 1994 — 1996
Master of Technology (M.Tech.)
Delhi College of Engineering 1985 — 1989
B.E.
Unimin Corporation June 2008 - Present
Eze Castle Integration 2006 - 2008
AXA Financial July 1999 - August 2006
Skills
Proposal Writing, Project Management, Project Portfolio..., Vendor Management, MS Project, Management, Change Management, Program Management, Process Improvement, Negotiation, Operations Management, Project Planning, Project Coordination, Strategic Planning, Team Leadership, Procurement, Human Resources, Business Strategy, Contract Management, Risk Management, Team Building, Account Management, Business Planning, Contract Negotiation, SAP, Cross-functional Team..., Employee Relations, Performance Management, Leadership, Analysis, Business Development, Process Engineering, Budgets, Recruiting, Organizational..., Talent Management, Onboarding, Employee Engagement, Sourcing
Education
Syracuse University 1995 — 1999
B.S., Information Systems / Technology
Iona College 2002 — 2004
MBA - Finance, MBA
University of San Francisco 2010 — 2011
Post Graduate Certification - Advanced Social Media
Cornell University 2009 — 2010
Post-Graduate Certification, Compensation & Benefits
Villanova University 2007 — 2008
Post-Graduate Certificate, Human Resources Management & Development / Strategic Leadership
Meltwater March 2015 - Present
Meltwater Group October 2013 - February 2015
Meltwater Group June 2012 - September 2013
No Labels January 2012 - May 2012
AXA Financial 2010 - 2011
Geragos & Geragos 2009 - 2009
Skills
Spanish, Fundraising, Lexis, Microsoft Office, Event Planning, Corporate Communications, French, Photoshop, Event Producing, Politics, Media Monitoring, Social Media Measurement, Social Media Marketing, Public Relations, Strategic Communications, Mac OS, Media Outreach, Sales Management, Direct Sales, Sales Process, Sales Presentations, B2B, New Business Development, Procurement, Contract Negotiation, Client Relations Skills
Education
American University
Bachelor of Arts (B.A.), Minor in Finance, Pre-Law Studies
Strategic Capital Companies November 2014 - Present
Coca-Cola Refreshments April 2012 - November 2014
Orange Children & Parents Together (OCPT) December 2010 - November 2014
InsideTrack September 2009 - February 2011
Pacific Life February 2008 - May 2009
Fosters Group June 2006 - September 2006
Caribbean Central American Action June 2005 - September 2005
Script to Screen, Inc. January 2003 - February 2005
AXA Financial August 1999 - November 2001
Skills
Advertising, Marketing Strategy, Cross-functional Team..., Social Media, Online Marketing, Brand Development, Marketing Communications, Project Management, Strategy, Marketing, Direct Marketing, New Business Development, Analytics, Management, Customer Insight, Creative Direction, Program Management, Budgets, Brand Management, Sales, Market Research, Product Marketing
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
Master of Pacific and International Affairs, International Management
The New School 2001 — 2001
Certificate Program, Film Production
Emory University 1995 — 1999
BBA, Finance/Marketing
Thacher School 1991 — 1995
Harbor Day School
Harbor Day School
AXA Financial December 2014 - Present
Oscar Sandoval, M.D. Psychiatrist August 2010 - Present
Hudson Honda Dealership 2013 - 2014
Skills
Medical Transcription, Reception Areas, Customer Service, AED Certified, CPR Certified, Multi-task & Handle..., Organization Skills, Microsoft Office Word, Microsoft Office Excel, Microsoft Office..., Data Entry, Medical Terminology
Education
Hudson County Community College 2013 — 2015
Associate in Science, Health Services, 3.7 GPA
King Cole August 2014 - Present
Fresh Air Fund 2007 - Present
Project Sunshine June 2011 - Present
Children's Medical Fund June 2003 - Present
GreenPearl Events October 2012 - July 2014
Good Shepherd Services November 2011 - February 2014
Ackman-Ziff Real Estate Group October 2010 - 2012
Real Estate Weekly October 2005 - September 2010
Pierre Four Seasons Hotel June 2004 - August 2004
AXA Financial 2004 - 2004
Skills
Sales, Marketing, Event Planning, Social Media, Event Management, Marketing Strategy, Public Relations
Education
Boston University Questrom School of Business 2008 — 2010
MS, Project Management
Quinnipiac University - School of Business 2001 — 2005
BS, Marketing
Garden City High School
Carlisle Construction Materials April 2014 - Present
Carlisle Companies June 2013 - April 2014
Yum! Brands May 2012 - August 2012
BNY Mellon March 2010 - June 2011
Franklin & Marshall College May 2007 - June 2011
BNY Mellon February 2007 - March 2010
AXA Financial October 2005 - August 2006
Skills
Tennis, Fly Fishing, Strategy, Cross-functional Team..., Strategic Planning, Microsoft Excel, Management, Marketing Strategy, Market Research, Marketing, Competitive Analysis, Financial Analysis, Leadership, Sales
Education
Indiana University - Kelley School of Business 2011 — 2013
Masters of Buisines Administration, Marketing and Management
Franklin & Marshall College 2001 — 2005
BS, English and Economics
Citi Group April 2011 - Present
Bloomberg LP September 2003 - March 2011
Uniprise Technologies March 2003 - August 2003
Required Technologies October 2001 - February 2003
NeJa Consulting August 2000 - September 2001
Axa Financial August 1998 - August 2000
ADP Inc August 1996 - August 1998
Logic Works July 1994 - August 1996
Reach Software May 1990 - June 1994
LBMS (Learmonth & Burchett Management Systems) April 1989 - April 1990
Skills
Program Management, Project Management, Project Portfolio..., Leadership, Leadership Development, Process Improvement, IT Strategy, User Experience Design, Enterprise Architecture, Solution Architecture, Distributed Systems, Application Architecture, Data Modeling, Requirements Analysis, Software Development, Design Patterns, UML, OOP, C++, Java, Web Applications, C, Unix, Data Warehousing, SQL, Software Project..., SDLC, Object Oriented Design, Trading Systems, Databases, High Performance..., Service Oriented..., Integration, Thought Leadership, Business Intelligence
Education
Indian Institute of Technology, Delhi 1983 — 1987
B.Tech, Electrical Engineering
Delhi Public School - R. K. Puram 1981 — 1983
Legal & General Investment Management November 2013 - Present
AllianceBernstein June 2008 - October 2013
Hyperion Brookfield Asset Management June 2007 - August 2007
AXA Financial June 2006 - August 2006
Skills
Valuation, Financial Modeling, Credit Analysis, Bloomberg, High Yield, Hedge Funds, Fixed Income, Fixed Income Analysis, Equity Valuation, Bloomberg Terminal, Asset Managment, Investments, DCF, Credit, Asset Management
Education
Hobart College 2004 — 2008
BA, Economics
Chartered Financial Analyst 2009 — 2013
DAY TRADING June 2014 - Present
The Bank of New York May 2006 - June 2014
ALLIANCE BERNSTEIN October 2005 - May 2006
AXA- FINANCIAL August 2004 - September 2005
CITIGROUP, Trade Support April 2003 - August 2004
Morgan Stanley January 2002 - April 2003
MANAA TRADING GROUP February 2001 - September 2001
CHRISTIAN LEGAL/FINANCIAL SERVICES June 1998 - December 2000
Skills
Bloomberg, Options, Electronic Trading, Fixed Income, Series 7, Derivatives, Equities, FX Options, Bonds, Equity Derivatives, Trading, Settlement, Commodity, Mutual Funds, Swaps, Middle Office, Account Reconciliation, Finance, Securities, Credit, Currency, Financial Services, ETFs, Corporate Actions, Investment Banking, CDS, Back Office, Financial Markets, Financial Risk, Hedge Funds, Asset Management, Capital Markets, Interest Rate Swaps
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Finance and Inversment, Fiance&Investment
BaruchCollege 1993 — 1998
BBA, Finance & Investments
Realty Capital Securities January 2015 - Present
V2V January 2014 - December 2014
Lightstone Group June 2012 - July 2013
TNP December 2010 - June 2012
Knight Capital Group October 2007 - October 2009
Lincoln Financial Distributors January 2003 - October 2007
AXA Financial October 1998 - December 2002
Fieldcrest Cannon March 1987 - August 1998
Skills
Investments, Portfolio Management, Asset Management, Financial Services, Fixed Annuities, Variable Annuities, Separately Managed..., Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Asset Allocation, Real Estate, Series 24, Marketing, Financial Analysis, Sales Management, Series 6, Retirement
Education
Harvard University 1992 — 1993
Adv.Cert., Financial Marketing
University of Vermont 1980 — 1984
B.S., Education, English
Princeton High 1976 — 1980
MetLife January 2014 - Present
New York State Bar Association May 2013 - August 2013
U.S. Court of International Trade January 2013 - May 2013
New York City Surrogate's Court August 2012 - December 2012
AXA Financial January 2009 - August 2011
Education
Brooklyn Law School
Doctor of Law (JD)
New York University
Bachelor of Arts (BA), Economics/French
Green Tree Servicing May 2013 - Present
Green Tree Servicing November 2011 - Present
Leonard F. Carr, L July 2008 - May 2011
Leonard F. Carr, LPA July 2008 - April 2011
AXA Advisors May 2006 - August 2006
AXA Financial May 2005 - August 2005
AXA Advisors, LLC May 2005 - August 2005
Skills
Legal Research, Legal Writing, Legal Advice, Legal Documents, Legal Compliance, Legal Translation, Civil Litigation, Corporate Law, Courts, Document Review, Legal Issues, Trials, Litigation
Education
Case Western Reserve University School of Law 2008 — 2011
Juris Doctorate, Law
University of Findlay 2004 — 2008
Bachelor of Arts, Pre-Law & Finance
SAP October 2013 - Present
SAP July 2002 - September 2013
AXA Financial 2000 - 2001
Siegel & Gale January 1999 - July 2000
Citibank 1984 - 1997
Skills
Marketing Strategy, Global Marketing, Multi-channel Marketing, Content Strategy, Content Development, Web Content, Digital Marketing, Direct Marketing, Thought Leadership, Team Leadership, Go-to-market Strategy, CRM, Marketing, Strategy, Integrated Marketing, B2B, Copywriting, Marketing Communications
Education
New York University 2012 — 2013
Digital Communication and Media/Multimedia
New York University 1996 — 1998
MA, Applied Psychology
Hunter College
BA
Transamerica August 2011 - February 2014
Transamerica May 2007 - August 2011
Transamerica October 2005 - May 2007
SunAmerica Retirement Markets June 2002 - October 2005
AXA Financial August 1999 - May 2002
Skills
Solvency II, Actuaries, Actuarial Science, Financial Advisory, Reinsurance, Risk Management, Insurance, Public Speaking, Product Development, Analysis, Economic Capital, Leadership, Strategic Planning, Microsoft Office
Education
Harvard University 1995 — 1999
AB, cum laude
The American College 2010 — 2011
Master's of Science in Financial Services
R/GA March 2015 - Present
R/GA March 2014 - March 2015
R/GA May 2011 - February 2014
MLB Advanced Media January 2010 - May 2011
Meetup.com April 2009 - June 2009
Employer: Winmill Software, Client: Benefit fund provider March 2006 - January 2009
McCann-Erickson, inc. September 2006 - October 2006
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Aon Risk Solutions June 2001 - September 2001
Skills
Mobile Applications, Mobile Devices, HTML, Testing, SQL, Requirements Analysis, iOS, Android, Regression Testing, Mobile Technology, Agile Methodologies, SDLC, User Experience, Business Analysis, Manual Testing, Test Planning, Software Development, Quality Assurance, XML, Software Quality..., Web Development, Web Applications, Agile Project Management, Requirements Gathering, Scrum, Test Automation, User Acceptance Testing, JIRA, Usability Testing, Agile Testing
Education
Carnegie Mellon University 2000 — 2005
B.S. in Policy and Management, Policy Analysis and Management
Bronx High School of Science 1996 — 2000
Advanced C++, Japanese, Graphic Design
BroadRidge May 2007 - Present
AIG July 2004 - May 2007
Prudential Securities July 2001 - July 2004
Goldman Sachs August 1999 - June 2001
AXA Financial July 1998 - August 1999
ADP October 1995 - July 1998
Education
Pratt Institute 1985 — 1987
Delhi University 1981 — 1985
B.S., Science
St Francis
XPRIZE August 2013 - Present
Talent Advisory Services November 2009 - July 2013
COACH, INC March 2008 - March 2009
AXA Financial January 2006 - January 2007
Standard & Poor's December 2000 - December 2006
Diamond Management & Technology Consultants January 1999 - January 2000
Accenture January 1996 - January 1999
Skills
Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Relations, Employer Branding, Global Talent..., HR Consulting, Leadership, Management, Organizational..., Personnel Management, Program Management, Social Media, Strategy, Talent Acquisition, Talent Management, Training, Workforce Planning
Education
Bradley University 1991 — 1995
Bachelor of Science (B.S.), Communications
Bessemer Venture Partners February 2007 - Present
Citysearch August 2006 - January 2007
InterActiveCorp 2004 - 2006
Axa Financial 2001 - 2004
City of New York August 1999 - January 2001
Skills
Online Advertising, Salesforce.com, Social Media Marketing, Marketing, Strategic Partnerships, Strategy, Business Development, Marketing Strategy, Digital Media, Analytics, Social Networking, Social Media, Online Marketing, Mobile Devices, Digital Marketing, Digital Strategy, Event Planning, Mobile Applications, SEM, Product Marketing, Mobile Marketing, Market Research, Lead Generation
Education
Fordham University 1995 — 1999
Bachelor of Science (BS), History
Trinity College, Dublin 1998 — 1998
Irish Studies, Summer
KPMG October 2014 - Present
KPMG LLP July 2009 - September 2014
KPMG September 2006 - June 2009
KPMG April 2004 - September 2006
Private Consulting Company January 2004 - February 2004
Axa Financial 2003 - 2003
Skills
Internal Audit, Internal Controls, Auditing, COSO, Risk Management, Financial Risk, Risk Assessment, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, CPA, Assurance, IT Audit, US GAAP, External Audit, Financial Reporting, Financial Accounting, SEC filings, Financial Analysis, CISA, Accounting, Data Analysis, Big 4
Education
Institute of Internal Auditors 2000 — 2002
CIA, Internal Auditing
ISACA 2004 — 2006
CISA, Information Systems Auditor
Institute of Management Accountants 1994 — 1999
Certified Management Accountant, Management Accounting / Cost Accounting
Institute of Cost and Works Accountants of India - ICWAI 1995 — 1999
Cost and Works Accountant, Managerial Accounting
Louisiana State University and Agricultural and Mechanical College 2002 — 2003
MS, Accounting
Louisiana State University 2000 — 2002
MBA, Internal Auditing
Osmania University 1996 — 1999
LLB, Law
Osmania University 1993 — 1996
B Com, Finance and Accounting
Vani Niketan Bala Vihar 1983 — 1991
High School
Huntington National Bank October 2014 - Present
JPMorgan Chase July 2013 - October 2014
JPMorgan Chase May 2012 - June 2013
Morgan Stanley Smith Barney August 2006 - April 2012
AXA Financial August 2005 - July 2006
Skills
Series 7, 401k Rollovers, Retirement Planning, Wealth Management, College Savings Plans, IRAs, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Accumulation, Roth IRA, FINRA, Series 24, Investments, Securities, Financial Services, Risk Management, Equities, Fixed Income
Education
Capital University 2008 — 2010
MBA, Finance
Penn State University 1999 — 2002
BA, Economics
AXA December 2014 - Present
AXA Financial 2000 - Present
AXA Equitable 2012 - Present
Misc 2000 - 2008
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Financial Services, 401k
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, Management, Marketing blend
University of Houston 1991 — 1995
Ph.D., Economics
University of Tennessee-Knoxville 1988 — 1991
Bachelor's Degree, Economics. Political Science
Mercer October 2013 - Present
Hasbro November 2012 - October 2013
IXIS Asset Management December 2005 - February 2007
Natixis Gobal Asset Management 2005 - 2007
AXA Financial April 2004 - December 2005
CitiStreet April 2001 - April 2004
Pioneer Investments 1999 - 2002
Pioneer Investments June 2000 - April 2001
Skills
Investments, Retirement Planning, Asset Management, Retirement, 401k, Estate Planning, Financial Advisory, IRAs, Strategic Planning, New Business Development, Microsoft Excel, Pensions, Asset Allocation, Mutual Funds, Trading
Education
Hobart and William Smith Colleges 1995 — 2000
BS, History
Saddle River Day School 1988 — 1995
Liberal Arts and Sciences/Liberal Studies
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
3CIS J.S.C. October 2009 - Present
GAF Materials Corporation October 2008 - October 2009
SunGard March 2006 - October 2008
Fidelus Technoloogies 2008 - 2008
AXA Financial 2004 - 2004
Skills
IT Management, Project Management, Cisco Call Manager, CCNA, Troubleshooting, Unified Communications, Technical Support, Windows Server, Help Desk Support, OSPF, Cisco Technologies, Data Center, VoIP, IP, Servers, Networking, VPN
Education
City University of New York-Hunter College 1998 — 2002
Associate's degree, Computer Science
John F Kennedy 1997 — 1999
Diploma, General Studies, A
AXA Financial January 2007 - Present
Kings County District Attorney November 2004 - January 2007
Education
Brooklyn Law School 1999 — 2003
JD, Law
State University of New York College at Buffalo 1994 — 1998
BA, English
TIAA-CREF May 2014 - Present
TIAA-CREF May 2007 - May 2014
AXA Financial April 2000 - February 2007
PMSC December 1995 - August 1998
Skills
SDLC, Business Process, Business Requirements, User Acceptance Testing, Management, Business Analysis, Process Improvement, Financial Services, Customer Service, IT Strategy, Business Process..., Vendor Management, Project Portfolio..., Requirements Analysis, Change Management, Securities, Insurance, Risk Management, Visio, Data Migration, PMO, Strategic Planning, Microsoft Excel, Project Management
Education
Belmont Abbey College
BA, Business Management
Nassau Community College
AS, Business Administration
Woodbury Financial Services, Inc August 2010 - Present
New York Life January 2009 - January 2010
Merrill Lynch 2007 - 2008
AXA Financial April 2003 - December 2007
KPMG Consulting 1998 - 2002
WordPerfect Corp 1991 - 1994
ComputerLand 1986 - 1989
Skills
Finance, Leadership, Retirement Planning, Sales, Wealth Management, Strategic Planning, Investments, Strategic Financial..., Mutual Funds, Customer Service, Series 7, Program Management, Management
Education
Columbus State University 1987 — 1989
MBA, Finance/Computer Information Mangement
Roxborough High School
SERINO/COYNE June 2015 - Present
Serino Coyne LLC (an Omnicom Company) May 2011 - May 2015
Serino Coyne LLC August 2008 - May 2011
Nitmar Inc. - Entrepreneurial Venture June 2006 - August 2008
City of New York November 2005 - May 2006
AXA Financial July 2000 - October 2005
Price WaterhouseCoopers LLP October 1994 - July 2000
Skills
Employee Relations, HRIS, Benefits Administration, Problem Solving, Onboarding, Recruiting, Human Resources, Personnel Management, Employee Engagement, Talent Acquisition, Data Analysis, Analysis, Management, Marketing, Microsoft Office
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.)
Adelphi University
University of Phoenix
MBIA Inc August 2013 - September 2015
MBIA Inc June 2009 - September 2015
KPMG LLP January 2007 - June 2009
AXA Financial August 2006 - December 2006
KPMG January 2005 - July 2006
HSBC Securities September 2004 - December 2004
Natexis Bleichroeder April 1999 - January 2004
Arnhold and S. Bleichroeder September 1991 - April 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Quality Assurance Review, Risk Assessment, Audit Committee, Auditing Standards, COSO, Project Management, Risk Based Audits, Integrated Risk..., Team Building, Mentoring, Organized Multi-tasker, Financial Services, Sarbanes-Oxley
Education
City University of New York-College of Staten Island 1999 — 2003
B.S.
Mirador B&B February 2011 - Present
Go Fish Costa Rica October 2008 - Present
Capstone Financial, LLC December 2007 - August 2008
UBS Wealth Management August 2004 - November 2007
AXA Financial August 1997 - August 2004
Education
College for Financial Planning 2002 — 2003
CFP, CFP
Carthage College 1993 — 1997
BA, International Business
State Farm Insurance May 2012 - Present
Phillips, Bill Warnell December 2009 - October 2011
RBC Bank USA March 2005 - September 2009
Strategic Planning Group LLC January 2004 - March 2005
AXA Financial September 2002 - January 2004
Skills
Insurance, Financial Planning, Retirement Planning, Series 7, Annuities, Long Term Care, Disability Insurance, Mutual Funds, Retirement, Investments, Customer Service, Underwriting, Loans, Small Business, Health Insurance, Portfolio Management, Financial Analysis, Microsoft Office, Risk, Term Life Insurance, Excel, Customer Relations, Property & Casualty..., Commercial Insurance, Word, PowerPoint, Outlook, IRA's, General Insurance, 401k, Strategic Financial...
Education
Georgia College and State University 1997 — 2002
B.A, Business Administration; Marketing
The Customer Center Inc. / North American Wireless Solutions of NY LLC September 2002 - Present
Courtesy Food Inc. October 2001 - August 2002
AXA Financial July 1999 - October 2001
Merrill Lynch May 1996 - May 1998
Skills
Telecommunications, Account Management, Wireless, Management, Team Building, Operations Management, Sales, Strategic Planning, Product Management, Contract Negotiation, Sales Operations, Team Leadership, Business Strategy, Project Management, Leadership
Education
Fordham University 1995 — 1999
Bachelor of Science (BS), Management Information Systems & Human Resources Mgmt
McKesson Pharmacy Systems and Automation July 2011 - Present
McKesson Pharmacy Systems and Automation April 2008 - June 2011
Emmanuel's Foundation March 2005 - 2011
Gideon Technologies November 2006 - April 2008
Self-employed 2002 - 2005
AXA Financial January 2000 - November 2002
AXA Financial October 1999 - January 2000
The Appraisal Group 1994 - 1998
Skills
Cross-functional Team..., Process Improvement, Vendor Management, Business Process..., Program Management, Business Analysis, Change Management, SDLC, Leadership, Project Management, Business Intelligence, Team Building, Management, Training, Strategic Planning, Strategy, Software Documentation, Data Analysis, Project Planning, Business Strategy, Analysis, Business Development, Recruiting, Forecasting, Call Center, Coaching, System Administration, Healthcare Information..., Customer Satisfaction, Software Implementation, Software Project..., SharePoint, Technical Support, Troubleshooting, Requirements Analysis, Organizational..., Call Centers, Enterprise Software, Integration, Start-ups, Consulting, Human Resources, Budgets, Business Process, CRM, Databases, Healthcare, Team Leadership, Visio, Quality Assurance
Education
American InterContinental University 1997 — 1999
MIT, Information Technology
The University of Georgia 1987 — 1991
BA, Psychology
AXA Equitable May 2009 - Present
AXA Financial November 1980 - March 2013
Education
Fairleigh Dickinson University 1977 — 1979
axa financial
Education
Baruch College, City University of New York (CUNY) 1985 — 1988
JackiesBaskets.com January 2003 - Present
AXA Equitable January 1999 - Present
AXA Financial January 1998 - February 2002
Skills
Business Analysis
Education
St. John's University 2004 — 2006
Master's degree - Business Intelligence, Business Intelligence
Boston College 1994 — 1998
Bachelor of Business Administration (BBA)
Apex Systems April 2007 - February 2008
AXA Financial January 1998 - April 2007
Education
Central Piedmont Community College 2008 — 2008
Project Management
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
Deaner-Malvania Consulting January 2010 - Present
Northstar Financial Services Ltd. November 2005 - September 2009
Redding Consultants, Inc. 2004 - 2005
AXA Financial 1999 - 2004
AXA Equitable 1999 - 2004
Redding Consultants, Inc. 1992 - 1999
Mercer Management Consulting 1988 - 1991
Mercer Management Consulting (formerly Strategic Planning Associates) 1980 - 1991
Strategic Planning Associates 1980 - 1988
Skills
Mergers & Acquisitions, Management Consulting, Mergers, Financial Services, Investments, Strategy, Private Equity, Corporate Development, Venture Capital, Asset Management, Portfolio Management, Strategic Financial..., Financial Modeling, Executive Management, Financial Analysis, Securities
Education
MIT Sloan School of Management 1976 — 1978
Master of Science, Management
Massachusetts Institute of Technology 1973 — 1976
Master of Science, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1973 — 1976
Electrical Engineer, Electrical Engineering and Computer Science
Indian Institute of Technology, Bombay 1968 — 1973
Bachelor of Technology, Electrical Engineering
St. Lawrence High School
St. Lawrence High School
Federal Reserve Bank of New York September 2013 - Present
TIAA-CREF October 2012 - September 2013
AXA Equitable September 2007 - October 2012
AXA Financial 2000 - 2007
Skills
Enterprise Architecture, SOA, SDLC, Application Architecture, Requirements Analysis, Software Development, Solution Architecture, IT Strategy, Requirements Gathering, Websphere, Data Warehousing, Java Enterprise Edition, Integration, UML, Architecture, Software Project..., Oracle, XML
Education
Birla Institute of Technology and Science, Pilani 1991 — 1995
New York, New York October 2013 - Present
AXA Financial 1996 - October 2013
AXA 2002 - 2004
Skills
Requirements Analysis, PL/SQL, SDLC, DB2, SQL, Oracle, IBM Mainframe, JCL
Education
Hofstra University
Bachelor of Science (B.S.), Mathematics
Queens College
Master of Arts (M.A.), Computer Science
No such Records ConsultingMarsh & McLennan Companies, Inc.January 2004 - December 2004
AXA Financial January 2003 - December 2003
Bell Labs Lucent Technologies August 1998 - December 2002
Education
University of Illinois at Chicago 1996 — 1998
M.S., Computer Science
Indian Institute of Technology, Bombay 1992 — 1996
B.Tech, Computer Science
New York State Department of Financial Services May 2015 - Present
New York State Unified Court System January 2010 - May 2015
AXA Financial January 2007 - January 2010
Kings County District Attorneys Office 2004 - 2007
News Corp April 2000 - November 2004
Skills
Litigation, Legal Research, Legal Writing, Criminal Law, Courts, Trial Advocacy, Writing, Research, Public Speaking, Contract Negotiation, Corporate Governance, Trial Practice, Hearings, Investigations, Criminal Prosecution, Trials, Legal Issues, Ethics, Leadership
Education
Brooklyn Law School 1999 — 2003
JD, LAW
University at Buffalo 1994 — 1999
BA, ENGLISH
Farmers Insurance July 2013 - Present
Farmers Insurance April 2011 - June 2013
Farmers Insurance February 2005 - April 2011
AXA Financial January 2004 - August 2004
Skills
Project Management, Supply / Vendor..., Financial Forecasting, Software Documentation, Management, Training, Finance, Accounts Payable, Visio, SAP, Process Improvement, Budgets, Vendor Management, Forecasting, Business Process..., General Ledger, MS Project, Program Management, Business Analysis, Business Process, Invoicing, Business Intelligence, PMP, Supply, Access, Risk Management
Education
Brandeis University
MFA, Acting
University of Oklahoma
BS, Industrial Engineering
Hortonworks November 2014 - Present
Echelon Corporation September 2013 - November 2014
Blue Shield of California March 2009 - August 2013
KPMG US August 2004 - March 2009
AXA Financial January 1998 - July 2004
Skills
Internal Audit, SOX, Compliance, Audit, Compliance Audits, Business Process..., SAS70, Risk Assessment, Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, Auditing, CISA, Internal Controls, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 1997
BBA, Accountancy and Computer Information Systems
Carnegie Mellon University
Chemical Engineering
Citi January 2014 - Present
St. Thomas More RC Church January 2013 - Present
St. Joseph's College September 2010 - August 2012
CA Technologies October 2005 - February 2012
AXA Financial September 2002 - October 2005
Citigroup September 2001 - September 2002
PricewaterhouseCoopers December 1997 - September 2001
Skills
IT Audit, Audit, Data Analysis, Accounting, Forensic Accounting, Internal Audit, Auditing, Financial Audits, Sarbanes-Oxley, Revenue Recognition, US GAAP, Risk Assessment, Financial Risk, Process Improvement, Internal Controls, Management, Financial Analysis, Risk Management, Sarbanes-Oxley Act, Financial Reporting, SAS70, Information Technology, SEC filings, External Audit, Financial Accounting, Governance, Assurance, GAAP, Leadership, CISA, Fraud, CPA
Education
St. Joseph's College 2008 — 2010
MBA, Accounting
St. Joseph's College 1995 — 1997
BS, Accounting
Illinois Institute of Technology 1981 — 1985
Panasonic USA July 2015 - Present
Cross MediaWorks, LLC 2014 - 2015
ZSL Inc 2011 - 2014
Realogy 2006 - 2011
Cadbury Schweppes 2005 - 2006
Anthem March 2002 - April 2005
AXA Financial 2005 - 2005
Siebel Systems 2000 - 2001
Bell USA 1993 - 2000
Skills
Vendor Management, CRM, Project Management, Program Management, IT Strategy, PMP, Project Delivery, Business Strategy, Information Technology, Software Development, SharePoint, Outsourcing, Management, Enterprise Software, IT Leadership, Analysis, Software Project..., Leadership, Integration, PMO, Pre-sales, Team Management, E-commerce, Cloud Computing, SAP R/3
Education
Webster University
MBA, Business & International Business
Bharathidasan University
Masters, Computer Applications
Citibank June 2002 - Present
AXA Financial December 2000 - December 2001
Stevens Institute of Technology December 1996 - December 2000
Education
Stevens Institute of Technology 1997 — 2000
MS, Management
City University of New York-Brooklyn College 1991 — 1996
BS, Accounting
SunTrust Bank November 2014 - Present
SunTrust Bank November 2013 - November 2014
SunTrust Bank July 2012 - November 2013
SunTrust Bank October 2007 - June 2012
SunTrust Bank November 2006 - October 2007
SunTrust Bank December 2005 - November 2006
SunTrust Bank November 2004 - December 2005
AXA Financial May 2003 - August 2004
Skills
Risk Management, Business Development, Loans, Commercial Banking, Management, Recruiting, Sales, Coaching, Customer Service, Financial Analysis, Portfolio Management, Credit, Banking, Investments, Commercial Lending, Small Business Lending, Credit Analysis, Relationship Management, Strategic Financial..., Consumer Lending, Leadership, Financial Planning
Education
University of North Carolina at Wilmington 2010 — 2012
Professional MBA
Duke University 2000 — 2004
BA, Economics
Pfizer Inc March 2005 - Present
Blue Whale Re Ltd 2005 - Present
New York Chapter of RIMS December 2001 - Present
AXA Financial 2000 - 2005
Ogden Corporation 1980 - 2000
Education
Colgate University 1969 — 1973
BA, Experimental Psychology
Canadian Cancer Society September 2014 - Present
Canadian Cancer Society November 2013 - August 2014
Cancer Research Society / Société de recherche sur le cancer April 2011 - November 2013
YES Montreal 2009 - May 2011
AXA Financial 2000 - 2004
FIAF - French Institute Alliance Francaise July 1999 - March 2000
FIAF - French Institute Alliance Francaise May 1996 - July 1999
International House NYC July 1992 - April 1996
Skills
Fundraisers, Media Relations, Public Relations, Annual Giving, Non-profits, Event Planning, Program Development, Fundraising, Strategic Planning, Philanthropy, Community Outreach, Grant Writing, Event Management, Planned Giving, Stewardship, Volunteer Management, Board Development, Alumni Relations, Donor Recognition, Prospect Research, Public Speaking, Corporate Social..., Foundations, Brand Management, Corporate Branding, Sustainable Development, Nonprofits, Program Management, Community Development, Non-profit..., Grants, Strategic Communications, Social Media, Research, Training, Management
Education
Binghamton University 1988 — 1992
BA, Sociology
Binghamton University 1988 — 1992
Bachelor of Arts (B.A.), Sociology
MetLife November 2002 - Present
MetLife October 2000 - November 2002
AXA Financial November 1999 - October 2000
Skills
Fixed Annuities, Investment Strategies, Series 6, Financial Advisory, Variable Annuities, Series 63, Asset Management, Mutual Funds, Life Insurance, Long-term Care, Asset Allocation, Sales, Sales Presentations, Business Development, Sales Management, IRAs, Securities, Retirement, Retirement Planning
Education
California State University-San Bernardino
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
AXA US July 2014 - Present
AXA US September 2011 - July 2014
AXA Financial October 2009 - September 2011
AXA Equitable February 2002 - January 2006
AXA Equitable February 2001 - January 2002
AXA Equitable January 2000 - January 2001
AXA Equitable July 1998 - December 1999
Skills
SDLC, Business Analysis, Visio, Vendor Management, Business Process..., Requirements Analysis, Systems Analysis, Software Project..., IT Strategy, Data Analysis, Project Management, SQL, Requirements Gathering, Business Requirements, Project Portfolio..., PMO, Business Process, PMP, IT Management, Process Improvement, Business Intelligence, Integration, User Acceptance Testing, Quality Assurance, Software Documentation, Program Management, MS Project, Project Delivery
Education
Boston College 1994 — 1998
BA
New York Life Insurance Company 2006 - Present
KBW 2005 - 2006
A.M. Best Company 2003 - 2005
AXA Financial 1998 - 2001
PwC 1994 - 1998
Skills
Actuarial Science, Credit Analysis, Financial Reporting, Financial Analysis, Financial Modeling
Education
Binghamton University 1990 — 1994
Bachelor of Science, Math/Computer Science
JPMorgan Chase June 2013 - September 2014
Bank of America April 2005 - June 2013
Merrill Lynch April 2005 - April 2009
Dell 2004 - 2005
AXA Financial 2000 - 2003
Altria 1986 - 2000
Skills
PMO, Portfolio Management, Business Analysis, Strategic Planning, SDLC, Project Portfolio..., Program Management, Team Building, Process Improvement, Change Management, gover, Business Process..., Six Sigma, Process Engineering, Resource Management, Agile Methodologies, Agile Project Management, Communication, Strategic Communications, Vendor Management, IT Strategy, SharePoint, Risk Management, Governance
Education
City University of New York-Hunter College
Bachelor’s Degree, Computer Science and Sociology
AXA Financial August 2000 - Present
Skills
Retirement Planning, Series 6, Financial Advisory, Sales, Pensions, Business Development, Series 7, Risk Management, Mutual Funds, Estate Planning, Equities, Variable Annuities, Banking, Fixed Annuities, Wealth Management..., Series 63, IRAs, Investment Management, Bonds, Leadership, Portfolio Management, 401k, Term Life Insurance, Wealth, Public Speaking, Hedge Funds, Sales Management, Retirement, Series 65, Investment Strategies, Series 24, Money Management, Asset Allocation, Alternative Investments, Separately Managed..., ETFs, Uniform Combined State..., Asset Management, Strategic Financial..., Asset Protection, Securities, FINRA, Disability Insurance, Income Protection, Insurance, Life Insurance, Wealth Management, Fixed Income, 403 b, Strategic Planning
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
University of Rhode Island 1992 — 1996
BA, Psychology
The Topps Company December 2011 - Present
Societe Generale 2005 - 2010
AXA Financial 1999 - 2004
Skills
Accounts Payable, Account Reconciliation, Accounting, Financial Accounting, General Ledger, Tax, Internal Controls, Internal Audit, Income Tax, Accounts Receivable, Bank Reconciliation
Education
Essex County College 1983 — 1987
Associate, Business
Accurate Collection Services January 2015 - Present
Mary Kay Inc. May 2013 - December 2014
Aunt Elsie's HomeStays March 2013 - June 2014
Haven Savings Bank April 2011 - July 2012
U.S. Department of Commerce May 2009 - June 2010
Bank of America April 2007 - January 2009
Stickman Transports November 2003 - August 2007
AXA Financial April 1996 - July 2005
New Jersey Turnpike Authority June 2003 - July 2004
Trust Company of New Jersey April 1994 - March 1996
Skills
Microsoft Office, English, Team Building, Coaching, Team Leadership, Financial Analysis, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Management, Customer Satisfaction, Payroll, Time Management, Leadership
Education
U.S. Department of State Training 2014 — 2015
Certificate in Local Coorinator Training
Bergen Community College 2010 — 2011
Certificate in Bank Teller
Archdiocese of Newark 2010 — 2010
Certificate in "Protecting God's Children"
Keyskills Learning 2009 — 2009
Diploma in Computerized Financial Accounting, 3.72
The Chubb Institute 1998 — 1998
Diploma in Personal Computer Applications, 3.67
A1 Realty Management May 2013 - Present
Legal Shield, Inc. June 2012 - Present
Kelly Services February 2009 - Present
New York Paralegal School February 2009 - Present
Liberty Tax Service January 2012 - April 2012
Jackson Hewitt Seasonal Tax Preparer January 2012 - April 2012
CIT December 2006 - November 2008
CIT Group December 2006 - November 2008
Kelly services, inc April 2004 - December 2006
AXA-Financial April 2001 - October 2003
Skills
Notary Public, Word, Outlook, PowerPoint, Excel, Microsoft Office, Windows, Accounting
Education
New York Paralegal School 2010 — 2010
Diploma, Litigation Specialist
Fordham University 1980 — 1985
Bachelor of Science (BS), Accounting and Business/Management
Fordham University
Bachelor of Business Administration; Diploma, Business / Accounting
Old Mutual Bermuda July 2011 - Present
Majestic Capital Ltd. March 2006 - June 2011
AXA Financial June 2005 - March 2006
MBIA March 1999 - June 2005
Clear Channel Outdoor March 1995 - March 1999
Education
Northeastern University - Graduate School of Business Administration
Masters of Business Administration, Finance
Temple University
Bacherlor of Business Administration, Accounting
Coalfire Systems, Inc. August 2015 - Present
McCourt Global May 2014 - July 2015
Advanced Medical Care June 2011 - May 2014
Computero Inc. June 2013 - December 2013
Theracare June 2010 - June 2011
Brandeis University August 2008 - May 2010
AXA Financial May 2009 - August 2009
Skills
PowerPoint, Management, Microsoft Excel, Spanish, Outlook, Stata, Microsoft Word, Customer Service, Russian, Java, SQL, Outstanding time..., Word, Training, Cache Object Script, OS X, Excel, Xcode, Objective-C, Windows 2000, Windows XP, Windows 7, Windows 8, Visio, Wireshark, Acronis True Image, MBSA, Trend Micro, TDSSKiller, GoToAssist, Picasso, Office 365, Microsoft Office, MBAM, ESET, EMET, VMware, TeamViewer, SharePoint
Education
Pace University 2012 — 2014
Master's Degree, Information Systems, 4.0
Brandeis University 2006 — 2010
Bachelor's degree, Economics
Albany Medical Center April 2013 - Present
Albany Medical Center August 2010 - April 2013
Albany Medical Center July 2007 - August 2010
Technician Bureau/Fujitsu Sub Contractor March 2007 - June 2007
AXA Financial 2003 - 2004
Skills
Firewalls, VPN, Cisco Technologies, Routers, Troubleshooting, Windows Server, Security, Disaster Recovery, Cisco Wireless, Networking, DHCP, Healthcare Information..., HIPAA, DNS, Cisco IOS, Cisco Nexus, Citrix, Information Technology, VLAN, Group Policy, EHR, Healthcare, Network Security, Visio, Computer Security, Provider Relations, Hospitals, CiscoWorks, Infoblox, Bluecoat Proxies, Network Engineering, WCS, Solarwinds, Orion, ASA, Catalyst Switches, IPSec, Cisco Routers, LAN Switching, Cisco VPN, Cisco Firewall Security, IT Management, Windows 7, Information Security, TCP/IP, Technical Support, Cisco Security, EIGRP, Windows, Network Architecture
Education
CUNY New York City College of Technology 2004 — 2006
Bachelor of Technology Degree, Computer Technology/Computer Systems Technology
Borough of Manhattan Community College 1999 — 2003
Associate in Science, Computer Science
Samuel Gompers High School 1994 — 1998
Diploma, Electrical/Electronics Maintenance and Repair Technology
AXA Financial
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Finance and Statistics
AXA Financial March 2014 - Present
AXA Equitable August 1999 - May 2011
Skills
Finance, Financial Analysis, Financial Reporting, Access, Data Analysis, Sarbanes-Oxley Act, Forecasting, Microsoft Excel
Education
SUNY Binghamton 1995 — 1999
BA, Mathematics
AIM Aerospace Inc. May 2015 - Present
Innovative Computer Systems 2007 - 2009
AXA Financial June 2004 - August 2004
Skills
XP, Microsoft SQL Server, Hyper-V, SharePoint, Hardware, Microsoft Exchange, Windows Server, .NET, DHCP, DNS, Servers, Windows 7, Active Directory, VMware, Operating Systems, Technical Support, Software Installation
Education
Bergen Community College 2004 — 2006
Network Administrator, Information Technology
Cittone Institute of Technology 2003 — 2004
NSA Certificate, Network Admin
United States Army Reserve May 1996 - Present
US Army June 2014 - October 2014
US Army November 2013 - March 2014
US Army February 2013 - July 2013
US Army September 2011 - January 2012
US Army March 2010 - September 2010
US Army November 2007 - December 2008
Citi December 2005 - August 2007
AXA Financial December 2004 - August 2005
US Army July 2003 - June 2004
Skills
Modern Standard Arabic, Project Management, Financial Services, Contract Management, Civil-military Relations, Coordinating Events, Planning Advice, Operations Management, Operations Coordination, Operations Processes, Operations Improvement, Operations Audit, Operational Intelligence, Operational Support, Operational Activities, Operational Efficiency, Operational Enhancements, Transition Planning, Imagery Analysis, All-Source Intelligence, Cultural Awareness, Cultural Liaison, Cross-cultural..., Financial Operations, Middle Office, Back Office, Brainstorm Facilitation, Securities, Securities Market, Corporate Actions, Class Actions, Trading Operations, Trading, Microsoft Office, National Security, Intelligence, Facilitators, Program Management, Army, Military Operations, Military Experience, Intelligence Analysis, Interagency Coordination, Operational Planning, Force Protection, Government, Emergency Management, Defense, Military, Counterinsurgency
Education
U.S. Army Intelligence Center & School 1997 — 1997
Certificate, Imagery Intelligence
U.S. Army Intelligence Center & School 1997 — 1997
Certificate, All-Source Intelligence
Fordham University 1992 — 1996
Bachelor of Arts (BA), Political Science
Defense Language Institute 2009 — 2010
Associate of Arts (AA), Arabic Studies, DLPT 3/2+
US Army Military Police School 2013 — 2013
Certificate, Antiterrorism Level II
U.S. Air Force Special Operations School 2013 — 2013
Certificate, Geographic and Cultural Considerations for Operating in Africa
U.S. Air Force Special Operations School 2001 — 2001
Certificate, International Terrorism - Tactics, Techniques & Procedures
Verizon Wireless September 2012 - Present
AXA Financial January 2001 - September 2012
Toys R Us October 1998 - January 2001
Liz Claiborne March 1995 - October 1998
Skills
Accounting, PeopleSoft, Statutory Accounting, General Ledger, Financial Statements, Microsoft Excel, Business Analysis, GAAP, Access, nVision, TCP, US GAAP reporting, Oracle E-Business Suite, Forecasting, Essbase, MS Access, MS Excel, SPSS, Oracle Financials, Monarch, eFreedom, Hyperion Essbase, Annual and Quarterly..., Statutory Reporting and..., Investment Accounting, CAMRA, Hyperion Planning, vSAP, Financial Analysis, Finance, Variance Analysis, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Master of Business Administration (MBA), Finance and Statistics
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1999
Bachelor of Science (BS), Accounting
NYC Department of Finance May 2013 - Present
EmblemHealth January 2013 - May 2013
Moody's Investors Service through CGI December 2010 - October 2012
NYC Department of Finance April 2006 - November 2010
AXA Financial December 2005 - March 2006
CMS.gov January 2005 - November 2005
CUNA Mutual Group May 2004 - November 2004
Skills
QTP, LR, Quality Center, VBScript, JIRA, MKS Integrity, SQL, PL/SQL, DB2, Oracle SQL, WinRunner, Toad, Quality Assurance, Test Management, Quality Control, Quality Center..., Functional Automation, Performance Testing
Education
Gujarat Agricultural University
Bachelor of Technology (B.Tech.)
Gujarat University
Bachelor of Laws (LL.B.)
Indian Institute of Bankers, Bombay
CAIIB
Samba Brands Management March 2015 - Present
Peaches Restaurant October 2014 - Present
Gordon Biersch Brewery Restaurant June 2013 - December 2013
BNY Mellon 2011 - 2012
Rapid Response Monitoring 2010 - 2011
AXA Financial 2009 - August 2010
Regal Entertainment Group November 2004 - October 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Access, Lotus Notes, Communication, Organization, Writing, Dexterity, Highly Ambitious
Education
Bryant and Stratton College 2009 — 2015
BBA, Business Administration
Syracuse University 2004 — 2005
Paradigm October 2001 - Present
AXA Financial June 1994 - October 2001
JPMorgan Chase April 1988 - June 1994
Grumman September 1986 - April 1988
Unisys May 1985 - September 1986
Skills
Strategic Planning, Management Consulting, Business Strategy, New Business Development, Marketing Strategy, Change Management, Project Management, Team Building, Start-ups, Leadership Development, Entrepreneurship, Strategy, Program Management, Business Planning, Business Development, Executive Coaching, Mergers & Acquisitions, Organizational..., Coaching, Public Speaking, Risk Management
Education
State University of New York at Binghamton 1981 — 1985
Computer Science
Morgan Stanley January 2005 - Present
AXA Financial January 1997 - December 2004
Skills
New York State Bar..., FINRA Registrations: ..., FINRA Arbitrator
Education
Fisk University
Bachelor of Arts
Syracuse University College of Law
Doctor of Law (J.D.)
BCE Group July 2009 - Present
BCE Group April 2005 - July 2008
AXA Financial February 2001 - April 2005
Education
Columbia Law School
Doctor of Law (J.D.) Law, Business Administration, Management and Operations
Arc of Onondaga September 2009 - April 2012
Arc of Onondaga 2009 - 2012
AXA Financial October 2005 - September 2011
Rosewood Heights Nursing Home May 2011 - July 2011
AXA Equitable October 2005 - September 2009
Contemporary Personnel Staffing August 2004 - October 2005
Upstate Hospital April 2003 - November 2003
Education
Cheonggang Academy
Corcoran High Diploma
CardWorks Acquiring - Merchant Services October 2014 - Present
Guardian Life September 2006 - November 2013
AXA Financial September 2000 - July 2006
New York Board of Trade September 1998 - June 2000
Caisse des Depots et Consignations April 1997 - September 1998
JPMorgan Chase October 1994 - April 1997
Bankers Trust June 1990 - October 1994
New York Life Insurance Company July 1985 - June 1990
Skills
Financial Analysis, Forecasting, IT Financial Management, Analysis, Variance Analysis, Financial Reporting, Finance, Accounting, Management, Financial Services, Auditing, Strategic Planning, Process Improvement, Budgets, Vendor Management, Budget Consoldiations, Cost Reductions, Expense Allocations, Consolidated Reporting, Hyperion Enterprise, Expenses, Acquisition Integration, Budget Process, Relationship Management, Business Planning, Merchant Services, Risk Management, Strategic Business..., Essbase, Merger Integration, Corporate FP&A, Presentations, Staff Management, Employee Training, Disaster Recovery, EMT, FEMA
Education
Adelphi University 1986 — 1988
Master of Business Administration (MBA), Banking and Financial Markets
St. John's University 1981 — 1985
Bachelor of Science (BS), Finance
New York University 1998 — 2000
Certificate, Financial Analysis
The Phoenix Companies, Inc. July 2015 - Present
Vitae Analytics, Inc. March 2014 - Present
AXA Financial October 2013 - March 2014
ACLI January 2011 - October 2013
AllianceBernstein April 2012 - September 2013
AXA Equitable January 2011 - September 2013
AXA Equitable December 2009 - December 2010
AXA Advisors July 2007 - December 2010
AXA Advisors October 2005 - June 2007
AXA Equitable March 2005 - September 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fairfield University
Bachelor of Science (BS), Computer Science
DAVID TURRIGIANO, CPA P.C. , BROOKLYN, NY November 2014 - August 2015
Standard Chartered Bank September 2014 - November 2014
JPMorgan Chase & Co. November 2013 - March 2014
Lloyds Banking Group October 2012 - March 2013
HSBC May 2012 - September 2012
HSBC April 2010 - February 2012
BNY Mellon August 2008 - January 2010
Deutsche Bank August 2006 - March 2008
Hospitality Industry/ Freelance January 2002 - June 2006
AXA Financial September 1996 - October 2001
Skills
Due Diligence, Analysis, Risk Management, Research, Operational Risk, Securities, Enterprise Risk..., Banking, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Financial Services, KYC, Microsoft Excel, Microsoft Office, Anti-Money Laundering..., Transaction Monitoring, Norkom, Mantis, Prime, Optima, LexisNexis, WorldCheck, Bloomberg Terminal, Actimize, Fortent, Risk Assessment, Operational Risk..., Financial Risk, Anti Money Laundering
Education
Fordham University 1991 — 1993
Information Science/Studies