The Oechsli Institute

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The Oechsli Institute Employees

Employee
Years
Job
Industry
Steve Gaddy Steve Gaddy Pinehurst, North Carolina Details
Steve Gaddy's The Oechsli Institute Experience February 2013 - Present
Job Performance Coach at The Oechsli Institute
Industry Higher Education
Experience
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

Ken Broaderip Ken Broaderip Toronto, Canada Area Details
Ken Broaderip's The Oechsli Institute Experience January 2012 - Present
Job Performance Coach & Canadian Representative at The Oechsli Institute. Founder Mastery Consulting
Industry Professional Training & Coaching
Experience
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

Heidi Boswell, MBA Heidi Boswell, MBA Greensboro/Winston-Salem, North Carolina Area Details
Heidi Boswell, MBA's The Oechsli Institute Experience January 2015 - Present
Job The Oechsli Institute
Industry Insurance
Experience
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

Greg Blackwell Greg Blackwell Greater Atlanta Area Details
Greg Blackwell's The Oechsli Institute Experience May 2012 - Present
Job Performance Coach Senior Consultant
Industry Financial Services
Experience
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

Ellyn Williams Ellyn Williams Greensboro/Winston-Salem, North Carolina Area Details
Ellyn Williams's The Oechsli Institute Experience March 2014 - June 2015
Job Administrative Assistant at The Oechsli Institute
Industry Consumer Goods
Experience
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

Elizabeth West Elizabeth West Savannah, Georgia Area Details
Elizabeth West's The Oechsli Institute Experience September 2008 - March 2009
Job Director of Information Security
Industry Financial Services
Experience
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

William Owens William Owens Greater Philadelphia Area Details
William Owens's The Oechsli Institute Experience August 2006 - April 2009
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
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

Jim Ellick Jim Ellick Phoenix, Arizona Area Details
Jim Ellick's The Oechsli Institute Experience November 2012 - Present
Job Founder The Ellick Leadership Group / Public Speaker/ Business and Coach for The Oechsli Institute
Industry Professional Training & Coaching
Experience
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

Patrick Oechsli, MBA Patrick Oechsli, MBA Wilmington, North Carolina Area Details
Patrick Oechsli, MBA's The Oechsli Institute Experience May 2009 - August 2009
Job Credit Analyst at BB&T
Industry Higher Education
Experience
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

Jeff Orr Jeff Orr Phoenix, Arizona Area Details
Jeff Orr's The Oechsli Institute Experience May 2011 - Present
Job Personal Leadership Coach to Executives and Business Owners | Professional Speaker | Oechsli Institute Certified Coach
Industry Professional Training & Coaching
Experience
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

Carolyn Garavente Carolyn Garavente Greensboro/Winston-Salem, North Carolina Area Details
Carolyn Garavente's The Oechsli Institute Experience September 2014 - December 2014
Job Marketing Coordinator at Natuzzi
Industry Marketing and Advertising
Experience
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

Kevin Nichols, MBA Kevin Nichols, MBA Greensboro/Winston-Salem, North Carolina Area Details
Kevin Nichols, MBA's The Oechsli Institute Experience December 2011 - Present
Job ★ Author of The Indispensable LinkedIn Sales Guide for Financial Advisors ★ Director of Coaching Oechsli Institute
Industry Research
Experience
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

David Childs, CFP® David Childs, CFP® Greensboro/Winston-Salem, North Carolina Area Details
David Childs, CFP®'s The Oechsli Institute Experience 2010 - Present
Job Member at State Judicial Council of North Carolina
Industry Financial Services
Experience
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

Joe Christian Joe Christian Raleigh, North Carolina Details
Joe Christian's The Oechsli Institute Experience 2012 - Present
Job Performance Coach
Industry Professional Training & Coaching
Experience
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