Millennium_13th Ed_Charles Idelson

224 Millennium - A Marquis Who’s Who Magazine Forging a distinguished career in the investment industry, Jerry Axelrod serves as managing director at Skyward Financial. Previously, he excelled as managing director at Stark Capital Management. Among his varying duties, he advised high-net-worth individuals and institutions on what to sell and what to buy depending upon the state of the market. Previously, Mr. Axelrod gained expertise as a managing director at Burnham Securities, Inc., from 2010 to 2011, SVP of the Institutional Investor Group for Morgan Stanley/Smith Barney from 2001 to 2009, and SVP of Donaldson, Lufkin & Jenrette from 1990 to 2001. He also served as VP at Drexel Burnham from 1980 to 1990. Backed by a BA in social relations from Harvard College, cum laude, in 1963, Mr. Axelrod attributes his success to persistence and understanding his clients’ needs. A true professional, he has been ranked #1 by Broker List and was named an Outstanding Broker in 1984. Mr. Axelrod is a founding board member of the Houston Children’s Museum and Orchestra X, as well as an advisory board member of Interfaith Ministries, a former board member of Bennington College and a former chairman of the Southwest Region of the Anti-Defamation League. He is also a former boardmember of the Jung Education Center. MANAGING DIRECTOR Skyward Financial Houston, TX Since 1970, Elvia T. Benitez has excelled as the owner and accountant of The Tax Experts, a premier tax preparation and payroll service in Granada Hills, California. A valuable asset in her community for over 50 years, Ms. Benitez has always enjoyed her work and is appreciative of her loyal client base who have been returning to The Tax Experts year after year. The Tax Experts, registered in the State of California, is open Monday through Saturday, thereby providing Ms. Benitez’ clients with exceptional tax and payroll services and ensuring confidence in their decisions. Prior to founding her own firm, Ms. Benitez attended the National Technological Institute of Mexico, receiving a degree. Thereafter, she immigrated to the United States to pursue additional coursework in accounting at Pierce College. Inspired to enter the field by her uncle, an accountant, she learned the intricacies of accountancy while serving as a secretary for his firm. To attest to her success, Ms. Benitez has earned numerous awards, including from such entities as the Los Angeles Chamber of Commerce, the San Fernando Valley Chamber of Commerce and her local church. ACCOUNTANT, OWNER The Tax Experts Granada Hills, CA ELVIA T. BENITEZ JERRY AXELROD FINANCE AND INSURANCE

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