![]() |
||||
|
|
|
|||
|
Company Leadership Executor’s Resources’ management team consists of an experienced core executive group augmented by industry knowledgeable consultants and supported by a highly involved Board of Advisors. Core Management
Myra Salzer, Founder: President of The Wealth Conservancy, Inc., a nationally renowned financial advisory company for individuals with inherited wealth. The Executor’s Resource was conceived by Ms. Salzer, and she has been the driving force in bringing the idea to action. Ms. Salzer holds a BS in Chemical Engineering from Case Western Reserve University. Board of Advisors John Farmakis, Director of the Retirement Relationship Management Team for Blackrock’s GPC business. Mr. Farmakis and his team are responsible for Blackrock’s overall sales, business strategy and relationship management efforts relating to Merrill Lynch’s retirement group. Mr. Farmakis has over 14 years sales and management experience in the financial and retirement services industry. Previously, he was a member of the BISYS executive management team and was responsible for the institutional business development efforts for BISYS Retirement Services throughout the United States. Mr. Farmakis received a Bachelor of Science in Economics and Political Science from Williams College. He is an active member of several industry associations including SPARK, Retirement Services Roundtable and NICSA. Brent A. Hines, Over the previous decade, Mr. Hines built a successful wealth management practice. Mr. Hines has since created his own insurance agency and financial consultancy practice. He also plays an active role inside of Executor’s Resource. In addition to his private practice, he holds the designation of Certified Financial Educator (CFEd®) through Heartland Institute of Financial Education, and actively teaches college level courses on topics of financial literacy. Mr. Hines holds a Bachelor of Science in Finance from the University of Colorado. Walter Kingsbery, Partner in Kingsbery, Johnson, Foster & Love LLP in Boulder, Colorado. Mr. Kingsbery is a highly regarded attorney whose practice specializes in estate, gift and trust planning and formation and operation of tax exempt organizations. Mr. Kingsbery has served on the boards of several non-profit organizations and has chaired the boards of the Developmental Disabilities Center and Global Response. He earned his BBA from Texas A & M University and holds a law degree from Harvard Law School. Thomas Richards, Recently retired as Vice President and Department Head, Agency Development, Northwestern Mutual Financial Network where he provided leadership and strategic direction to the company’s field agents in the area of strategic planning, financial planning and management and a range of operational capabilities. Prior to his corporate staff experience Mr. Richards was Managing Partner for Denver and was President of Northwestern Mutual Managing Partners Association. Mr. Richards holds a BA degree in Economics from Dartmouth College. Kenneth (K.C.) Schwarz, CEO, USAV Group, LLC in Thornton, Colorado. K.C. Schwarz is a thirty-year business professional with senior management and leadership experience in engineering and technology operations. Mr. Schwarz has served in both large and small organizations as an engineer, manager, senior executive, and CEO. Included in his varied experience is co-founder and CEO of Action Networking, VP Production for Breece Hill Technologies, VP Technology Research at Hanifen Imhoff and VP Information Systems at Ball Aerospace. Mr. Schwarz earned a Bachelors Degree in Engineering at The Air Force Academy and a Masters in Engineering Management from Stanford. Todd Stockbauer, Chief Financial Officer and Board of Director of Brandbase Holdings, Inc., an incubator of action and snowsports brands. He joined Brandbase in June 2007 to lend financial expertise to this start-up company. Prior to Brandbase, Mr. Stockbauer was the Chief Financial Officer of Spyder Active Sports, a worldwide leader in ski apparel. Prior experiences include Corporate Controller of Airwalk International, a worldwide leader in skateboard and lifestyle shoes and action sport apparel, and CFO and Director of Operations for Southwest Products Company, an OEM of military and aviation products and Vice President of Finance for its parent, Sunbase Asia, a NASDAQ traded company. Mr. Stockbauer received a BA in Business Economics (accounting emphasis) from the University of California, Santa Barbara and is a Certified Public Accountant in the State of California. Bruce Williams, Vice President and General Manager of the Business Process Management Solutions Group for Software, AG, a $1 billion global software firm. In this capacity he is the senior executive responsible for the performance of the WebMethods BPM line of business. His primary focus is the Company’s relationships with senior executives within customers and prospect accounts. Previously, Mr. Williams was Chairman and CEO of Savvi International Corp, a business solutions company specializing in Lean, Six Sigma and other methods of process and process improvement for businesses in emerging markets. Mr. Williams is also co-author of Six Sigma for Dummies, Six Sigma Workbook for Dummies, Lean for Dummies and BPM Basics for Dummies. Mr. Williams holds a dual Master of Engineering, in Technical Management and Computer Science, which he completed in 1988 from the University of Colorado and Johns Hopkins University. He first graduated as a Bachelor of Science, Physics and Astrophysics, from Colorado in 1978. Allyson Zoellner, Independent marketing consultant. Previously Senior Vice President and Chief Marketing Officer for Old Mutual Capital. Ms. Zoellner also held similar positions at Great-West Retirement Services and INVESCO Retirement Services. Ms. Zoellner has extensive marketing management experience and expertise in brand building, customer analytics, advertising, public relations and targeted communications across multiple channels of the financial services industry. Ms. Zoellner has a BS in Finance and Marketing from the University of Colorado at Boulder.
|
||||
| ©2009 Executor's Resource, Inc. | Terms & Conditions | Site Security | Privacy Policy | Contact Us |