The Oechsli Institute
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The Oechsli Institute Employees
The Oechsli Institute February 2013 - Present
Sandhills Community College January 2007 - Present
Raymond James Financial Inc. January 1985 - 2012
Skills
Certified Financial..., Leadership Development, Project Management, Wealth Management, Asset Management, Customer Service, Retirement Planning, Securities, Investments, Portfolio Management, Financial Advisory, Financial Services, Estate Planning, Retirement, Strategic Planning, Strategic Financial..., Fixed Annuities, Financial Planners, Wealth, Series 7, Asset Allocation, Investment Advisory, Higher Education, Personal Finance, Investment Management, Business Planning, Mutual Funds
Education
Wake Forest University 1966 — 1970
Bachelor of Arts, Psychology
The College of William and Mary 1971 — 1974
Master of Arts, Education
University of North Carolina at Chapel Hill 1986 — 1991
Doctoral Studies, Higher Education/Higher Education Administration
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
The Oechsli Institute January 2015 - Present
Carolina Bank February 2013 - December 2014
Carolina Bank November 2011 - December 2014
RMIC January 2009 - November 2011
RMIC May 2007 - January 2009
BB&T January 2005 - May 2007
HomEq August 2003 - December 2004
Skills
Microsoft Excel, Market Research, Product Marketing, Data Analysis, Data Mining, Product Development, PowerPoint, Viewpoint, Business Analysis, Business Intelligence, Competitive Analysis, Competitive Intelligence, Financial Modeling, Credit, Portfolio Management, Loans, Risk Management, Banking, Financial Analysis, Credit Risk, Underwriting, Mortgage Underwriting, Credit Analysis, Mortgage Banking, Analytics, Mortgage Insurance, Retail Banking, Analysis, Finance, Mortgage Lending, Process Improvement
Education
University of North Carolina at Greensboro 2005 — 2007
MBA
Appalachian State University 2000 — 2004
BS, Finance and Banking & Risk and Insurance
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
The Oechsli Institute March 2014 - June 2015
Albaad USA Inc. August 2013 - November 2013
BREN 1 AUDIO March 2012 - July 2013
WC Rouse & Son, Inc May 2012 - March 2013
United Guaranty Corporation June 2010 - March 2011
Coldwell Banker Blair & Associates March 2000 - July 2009
Hall Chrysler Jeep January 1999 - January 2000
Denton Insurance Agency December 1998 - January 1999
Hall Chrysler Jeep December 1997 - November 1998
Irving Park Methodist Preschool September 1990 - February 1996
Skills
Microsoft Office, Lotus Notes, Outlook, Quickbooks, Office Administration, Records Management, Inventory Management, Customer Service, Accounts Payable, Budgeting, Accounting, Equipment Management, Desktop Publishing, AS400, Website Management, Product Marketing, Problem Solving, Process Improvement, Training, Event Planning, Event Photography, Digital Photography, Adobe Creative Suite, Administrative..., Budgets, QuickBooks, Social Networking, Management, Employee Training, Marketing, Insurance, Accounts Receivable, Invoicing, Software Documentation, Real Estate, SAP, Administrative..., Time Management
Education
Appalachian State University
Bachelors of Science, Business Administration
Caldwell Community College & Technical Institute 2001 — 2003
No degree, major course work only., Accounting, 3.5
GBT November 2014 - Present
CareCore National January 2013 - November 2014
CareCore National September 2011 - January 2013
CareCore National May 2011 - September 2011
Market America, Inc. May 2010 - April 2011
The Oechsli Institute September 2008 - March 2009
Market America May 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, Income Statement, Visio, Marketing, Research, MS Project, Pivot Tables, Documentations, Utilization Management, BRD, Access, Analysis, Process Improvement, Data Analysis, Auditing, Management, Analytic Problem Solving, Dataload, Event Management
Education
University of North Carolina at Greensboro 2008 — 2010
MBA, Finance
University of North Carolina at Greensboro 2002 — 2007
Bachelors of Science, Finance
University of North Carolina at Greensboro 2005 — 2005
Bachelor of Science, Finance
AXA Advisors April 2009 - Present
The Oechsli Institute August 2006 - April 2009
Bressler, Amery & Ross, P.C. September 2001 - June 2004
Skills
Wealth Management, Financial Planning, High-Level Personal..., Relationship Management, Investment Strategies, Insurance Strategies
Education
Brooklyn Law School 2000 — 2003
JD, Business/Securities Law
Penn State University 1996 — 2000
BS, Business Management
St. Mark's School of Texas 1994 — 1996
Episcopal Academy 1988 — 1993
The Oechsli Institute November 2012 - Present
Balancing Life's Issues 2011 - Present
The Ellick Leadership Group May 2009 - Present
The Ellick Leadership Group 2009 - Present
Strategy for Living 1990 - 2003
Skills
Executive Coaching, Public Speaking, Operations Management, Leadership Development, Coaching, Marketing Strategy, Strategic Planning, Start-ups, Leadership, Strategy, Management Consulting, Entrepreneurship, Program Management, Training, Nonprofits, Staff Development, Non-profits, Team Building, Organizational..., Business Planning, Business Development, Business Coaching, Small Business, Business Strategy, Management, New Business Development, Marketing, Team Leadership, Executive Management, Consulting, Personal Development, Sales, Change Management
Education
Corban University 1964 — 1968
BB&T August 2014 - July 2015
StarNews Media May 2012 - July 2012
UNCW Watson School of Education July 2010 - May 2012
The Oechsli Institute May 2009 - August 2009
Skills
Email Marketing, Marketing, Marketing Strategy, Marketing Research, Market Research, Business Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Teamwork, Business Intelligence, Social Media, Social Networking, Customer Service, Research, Time Management, Leadership, Public Speaking, Event Planning
Education
University of North Carolina at Wilmington 2013 — 2014
MBA, International Marketing
Universitat de València 2013 — 2013
Master of Business Administration (MBA), International Marketing
University of North Carolina at Wilmington 2009 — 2012
Bachelor's degree, Marketing
InDemand Leadership January 2010 - Present
The Oechsli Institute May 2011 - Present
The Oechsli Institute May 2011 - Present
Modern Reflections Music Group September 1992 - Present
Skills
Business Coaching, Coaching, Organizational..., Public Speaking, Small Business, Strategic Planning, Team Building, Leadership Development, Executive Coaching, Mentoring, Marketing Strategy, Nonprofits, Training, Social Media, Published Author, Marketing, Creative Communicator, Time Management, Motivational Speaking, Change Management, Management Consulting, Business Planning, Entrepreneurship, Leadership
Education
Grand Canyon University 1987 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Natuzzi January 2015 - Present
The Oechsli Institute September 2014 - December 2014
Graphik Dimensions Ltd. August 2014 - September 2014
Berkeley Swim Club May 2013 - August 2014
Special Friends Foundation January 2012 - August 2014
Berkeley Swim Club May 2007 - August 2014
Kirschenbaum Productions May 2013 - August 2013
Miss O and Friends February 2013 - April 2013
Skills
Social Media, Social Networking, Facebook, Blogging, Microsoft Office, Marketing, PowerPoint, Public Speaking, Leadership, Public Relations, Research, Marketing Communications, Social Media Marketing, Strategic Communications, Twitter, Nonprofits, Community Outreach, Time Management, Newsletters, Event Planning, Event Management, InDesign, Communication, Writing, Editing, Advertising, Team Leadership, Copywriting, Microsoft Word, Microsoft Excel, Marketing Management, Teamwork, Content Strategy, Marketing Strategy, Online Marketing
Education
High Point University 2010 — 2014
Bachelor of Arts (B.A.), Communication – Media and Popular Culture Studies
Morristown-Beard School 2006 — 2010
High School, General
The Oechsli Institute December 2011 - Present
The Oechsli Institute June 2007 - Present
The Oechsli Institute June 2007 - Present
The Oechsli Institute June 2007 - December 2011
Oracle Reseller May 2006 - June 2007
VF Jeanswear July 2005 - May 2006
Skills
Online Marketing, Social Media Marketing, Email Marketing, Financial Coaching, Social Media Best..., LinkedIn, Marketing Strategy, Advertising, Online Advertising, Blog Marketing, Financial Advisory, Social Networking, Marketing, Sales, Direct Marketing, Blogging, Facebook, Business Planning, Public Speaking, Coaching, Social Media, Business Strategy, Networking
Education
University of North Carolina at Greensboro 2005 — 2007
Master of Business Administration
Universität Mannheim / University of Mannheim 2006 — 2006
University of California, Riverside 2000 — 2004
Business
State Judicial Council of North Carolina January 2014 - Present
The Oechsli Institute 2010 - Present
Stearns Financial Services Group December 2006 - 2010
Oak Ridge Wealth Management February 2006 - January 2007
Skills
Business Coaching, Business Planning, Performance Consulting, Management Consulting, Investments, Financial Services, Coaching, CRM, Business Development, Asset Management, Retirement Planning, Financial Advisory, Wealth, Public Speaking, Strategic Financial..., Financial Planning, Finance
Education
College for Financial Planning
Certified Financial Planner Designation, Financial Planning
McCallie
Texas Christian University
University of North Carolina at Greensboro
Bachelors, Finance/Economics
The Oechsli Institute 2012 - Present
The Oechsli Institute 2012 - Present
Capital Strategies January 1997 - December 2011
Skills
Investments, Financial Advisory, Executive Coaching, Business Coaching, Leadership Development, Executive Development, Coaching, Strategy, Management Consulting, Leadership, Presentation Coaching, Lifestyle Coaching, Professional Mentoring, Career Development, Financial Services, Published Author, Small Business, Entrepreneurship, Public Speaking
Education
Duke University 1976 — 1978
BA, Economics
North Carolina State University 1974 — 1976