
Financial Consutant at AXA Advisors
Washington D.C. Metro Area

Financial Consutant at AXA Advisors
Washington D.C. Metro Area
• Series 7 license (General Securities Representative)
• Series 66 license (Uniform Investment Adviser)
• Windows and Macintosh platforms…
• QuickBooks, Word, WordPerfect, OpenOffice, QuarkXpress, Photoshop, Illustrator, Acrobat, Firefox, Eudora, Fetch, Excel and many other software apps…
• HTML.
(Public Company; AXA; Financial Services industry)
October 2009 — Present (2 months)
(Public Company; AMP; Financial Services industry)
January 2009 — August 2009 (8 months)
(Publishing industry)
1993 — 2008 (15 years )
Published Homes & Land of Northern Virginia®, a monthly, full-size, 4-color, advertiser-supported real estate magazine. Responsible for:
• Production, including ad design, page layout, and pre-press…
• Photographing cover property, formatting other photos and art work…
• Maintaining a database of advertised properties…
• Writing monthly newsletter…
• Developing marketing materials…
• Instructing customers on using ad submission software…
• Distribution…
• Accounts receivable and accounts payable…
• Hiring and firing support staff, developed employee manual…
• Creating and maintaining web sites…
• Magazine grew from 20 to 80 pages.
(Government Agency; 1001-5000 employees; Libraries industry)
1978 — 1996 (18 years )
Performed economic research and analysis in response to and in anticipation of inquiries from Members of Congress and staff.
Subject areas included economic growth, fiscal policy, inflation and the underground economy. My 1982 report America's Underground Economy, has been widely cited.
As Section Head supervised a dozen economists, assigning tasks and reviewing work for completeness and conformity with departmental policies. Conducted annual reviews. Served on various management committees.
Received two awards for meritorious service.
Hired as a GS 12 left a GS 15.
(Management Consulting industry)
1972 — 1978 (6 years )
Performed economic, financial, and political research and analysis for industrial and financial clients. Collected statistics on industrial and financial activity in the United States and abroad. Conducted annual Capital Expenditure Survey. Briefed senior executives on economic and political conditions in the United States and Europe.
AB , Political Science, Economics , 1970 — 1972
AA , Liberal Arts , 1967 — 1969
Financial Markets, Public Affairs, Architectural Photography, Genealogy, Crosswords, Mystery Novels.
Jewish Genealogy Society of Greater Washington
New York State Regents Scholarship