January 27 - 29 2025 | Gaylord Texan Resort | Grapevine, TX
Panelist: AWD Founder, Marlon Hall
#AWDHouston2025 | AWD 9th National Conference
Arrive Tue Night 6/17 - Depart Friday Night 6/20
Upcoming AWD Regional Dinners: LA & Miami
2025 - Dates/Venues TBD
AWD | Wholesaler Development Program™ / SIE Training Program
New Cohort Starting Spring 2025! Learn More
Watch Highlights from the #AWDAtlanta2024 8th National Conference
Watch Highlights from the #AWDChicago2023 7th National Conference
Read the #AWDChicago2023 7th National Conference Program
Watch Highlights from the #AWDDC2022 6th National Conference
Read the #AWDDC2022 6th National Conference Program
Past AWD Events
AWD 2024 | Nashville Regional Dinner
Fleming's Prime Steakhouse | Nashville
Host: Loren Character, AWD Nashville Regional Officer
12/5/24
AWD 2024 November | Protective Handling Difficult Questions Workshop | Zoom
Host: Ericka Spann, AWD Member
11/19/24
AWD 2024 | DMV Regional Dinner
Bobby Van's | Washington, DC
Host: Keon Scott, AWD DMV Regional Officer
11/14/24
AWD 2024 | Chicago Regional Dinner
Steak 48 | Chicago
Hosts: Sam Gray, AWD Chicago Regional Officer &
Shienne Williams, AWD Chicago Regional Deputy
10/24/24
AWD 2024 Oct | Fisk University Introduction to Pensions & Annuities | Zoom
Guest: Marlōn Hall, AWD Founder
Host: Natalie Borneo, Fisk University
10/31/24
2024 | CEW • Jackson "Day in the Life of a Wholesaler" | Handshake / Teams
Guest: Marlon Hall, AWD
Host: Melissa Burns, Jackson
10/29/24
AWD 2024 | MassMutual Boston Regional Networking Reception
MassMutual HQ - 10 Fan Pier Blvd
Guest: Marlon Hall, AWD
Host: Dominic Blue, MassMutual Chief Distribution Officer & AWD Member
10/17/24
AWD 2024 Oct | Fund Focus Forum | Shelton Capital Management Denver
Guest: Marlōn Hall, AWD Founder
Host: Brian Callahan, President ICON Advisers
10/10/24
AWD 2024 October | AssetLink Own the Farm - Investing in Black-Owned Business | Zoom
Guests: Lee Green & David Russell, Revolt Media
Host: AWD VP, Wayne Ewan
10/3/24
AWD 2024 September | Macquarie Territory Management Workshop | Zoom
Guest: Sequoia President, John Sierawski
Host: Macquarie Consultant, Andrews Dadeboe
9/24/24
AWD 2024 | Fisk University Introduction to Life Insurance | Zoom
Guest: Candice Darien, AWD Member Development Senior Chair
Host: Natalie Borneo, Fisk University
9/10/24
AWD 2024 September | Allspring Business Planning Workshop | Zoom
Guest: Sequoia President, John Sierawski
Host: Allspring Regional Director, Jules Heyward
9/10/24
AWD 2024 | Dallas Regional Dinner
YardHouse | Addison
Hosts: Bryan Lubwama, Dallas Regional Officer & Marcus Kennedy, Dallas Regional Deputy
9/5/24
AWD 2024 | Detroit Regional Dinners
Petty Cash & SavannahBlue
Host: Kumar Jagdeo II, Detroit Regional Officer
7/19/24 & 8/29/24
AWD 2024 July | Franklin Templeton Alternative Investments Workshop | Zoom
Keynote: Allen Carr, Dave Donehoo, Alli Akers
Host: Quinton Alton-Spratt, AWD Academic Outreach
7/18/24
AWD 2024 | 8th National Conference: Symposium, Assembly & Career Fair
Renaissance Waverly | Atlanta, GA
Host: AWD Founder, Marlōn Hall
6/27/24 - 6/29/24
AWD 2024 May | Empower Emotional Intelligence Workshop | Zoom
Keynote: Monika Mikiciuk, Benji Goodrich, Tonya Horn
Host: Marlon Hall, AWD
5/8/24
AWD 2024 | Lincoln Financial Philadelphia Regional Dinner
The Winston Social Club
Host: Rickie Taylor, Philadelphia Regional Officer
5/7/24
AWD 2024 | JP Morgan Asset Management NYC Regional Dinner
Wolfgang's Steakhouse | East 54th
Host: Brandon Hilliard, AWD
4/25/24
AWD 2024 Apr | Symetra Securities Licensing Fundamentals Workshop | Zoom
Keynote: Barb Sanders & Wilbur Eng Symetra Compliance
Host: Jermaine Perrien, AWD
4/24/24
AWD 2024 Mar | T. Rowe Price Leadership Insights Workshop | Zoom
Keynote: Melissa Cox, 2023 AWD Ally of the Year
Keynote: Barret Wragg, Malcolm Egun, Wayne Ewan
Host: Marlon Hall, AWD
3/22/24
2024 | CEW • AWD Fisk University Virtual Student Presentation | Zoom
Keynote: Kimberley Brown, CEW
Guest: Marlon Hall, AWD
Host: Professor Natalie Borneo, Fisk University
3/7/24
AWD 2024 | Atlanta Regional Dinner
Penthouse 10
Host: Wayne Ewan | Atlanta Regional Officer
Host: Dana Belfleur | Atlanta Regional Deputy
2/29/24
AWD 2024 Feb | Brighthouse Financial How to Become an External Wholesaler Workshop | Zoom
Keynote: Philip Beaulieu, SVP, BHF
Guest: Grayson Pohs, Specialist, BHF
Host: Candice Darien, AWD
2/21/24
AWD 2024 | Boston Regional Dinner
Grace by Nia | Boston
Host: Vic Howell, Boston Regional Officer
2/16/24
AWD 2024 | DMV Regional Dinner
Guapo's Tenlytown | Washington, DC
Host: Andre Dowtin | AWD Founding Member
Host: Keon Scott, DMV Regional Officer
2/12/24
AWD 2024 | Twin Cities Regional Dinner
The Monte Carlo & Billy After Dark | Minneapolis, MN
Host: Kaana Smith, Minneapolis Regional Officer
2/8/24
AWD 2024 Jan | JP Morgan Asset Management Capital Markets Workshop | Zoom
Keynote: Jordan Jackson, VP, JPMAM
Host: Brandon Hilliard, AWD
1/17/24
Jackson Financial | Developing Diverse Wholesalers Workshop
Speakers: George Washington, Marlon Hall, Ashley Golson - AWD
Host: Bob McAllister, Divisional Sales Manager Jackson Financial
1/9/24
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AWD 2023 | San Francisco Regional Dinner
Telefèric Barcelona | Walnut Creek, CA
Host: Spencer Goodridge, San Francisco Regional Deputy
12/19/23
AWD 2023 | Denver Regional Dinner
Perdida | Denver, CO
Host: Sam McGibbon, Denver Regional Officer
12/14/23
AWD 2023 | Houston Regional Dinner
Truluck's Ocean Finest Seafood & Crab | Houston, TX
Host: Chris Felix, Houston Regional Officer
12/14/23
AWD 2023 | Nashville Regional Dinner
Fleming's Steakhouse | Nashville, TN
Host: Loren Character, Nashville Regional Officer
12/7/23
AWD 2023 Dec | Brighthouse Financial 30-60-90 Day Business Planning Workshop | Zoom
Keynote: Kevin MacIlvane, SVP, BHF
Host: Marlon Hall, AWD
12/6/23
AWD 2023 Nov | RiverSource Turn CE Into Sales Workshop | ON24
Keynote: AWD Ally David Snyder, SuccessCE
11/30/23
AWD 2023 | Chicago Regional Dinner
RPM Seafood | Chicago, IL
Hosts: Sam Gray, Chicago Regional Officer & Shienne Williams, Chicago Regional Deputy
11/16/23
AWD 2023 | Columbus Regional Dinner
Cap City Diner | Columbus, OH
Host: Donelle Carter, Columbus Regional Officer
11/9/23
AWD 2023 | Charlotte Regional Dinner
Fahrenheit Charlotte | Society @ 229 Black History Showcase
Hosts: Jay Moore & Lindsey Crumlin - Charlotte Regional Officer & Deputy
11/8/23
AWD 2023 Nov | Lincoln Financial What Advisors Want from Wholesalers Workshop | Zoom
Keynote: Ed Walters, SVP/COO, LDF & Jo Powell, MBA, ChFC, Zircon Financial
Host: Bryan Haire, AWD
11/7/23
AWD 2023 | Indianapolis Regional Dinner
Delaware Life Suite @ Gainbridge Fieldhouse | Spurs v Pacers
Host: Ryan Reid, Indianapolis Regional Officer
11/6/23
AWD 2023 Oct | Invesco Gauging DE&I Authenticity Workshop | Zoom
Keynote: AWD Ally, Anna Penn-Lockwood, Invesco
10/24/23
AWD 2023 Oct | Delaware Life Crafting Effective Emails Workshop | Zoom
Keynote: AWD Ally, Brian Margolis, PGWholesaling.com
10/17/23
AWD 2023 Oct | Athene & Apollo Leveraging CE Workshop | Zoom
Keynote: AWD Ally David Snyder, SuccessCE
10/13/23
AWD 2023 | Jackson Financial Alabama A&M University Campus Recruiting Visit
Host: AAMU School of Business | Huntsville, AL
AWD Members: Chris McGaughy & Marlōn Hall
9/18/23
AWD 2023 Aug | TruStage Q4 Sales Push Workshop | Zoom
Host: Sam McGibbon, Denver Regional Officer
8/30/23
AWD 2023 | Columbus Regional Dinner - Q3
Kitchen Social | Dublin, OH
Host: Donelle Carter, Columbus Regional Officer
8/24/23
17th Annual Conference of African American Financial Professionals
"Stronger Together" Panel Discussion | Chicago, IL
Panelist: AWD Founder, Marlon Hall
8/9/23
2023 LIMRA Advanced Sales Forum & Ameriprise BEACN Black Advisor Summit | Chicago, IL
Attendees: Multiple AWD Members
Aug 2023
Greenwood Project "Rising Through Turbulent Times" Networking Event
Host: AWD Member, Sizwe Kamara / Guest: AWD Founder, Marlon Hall
8/3/23
AWD 2023 July | MFS Investment Management Advisor Connect Workshop | Zoom
Keynote: Maureen Wilke, The Connected Advisor®
7/25/23
AWD 2023 | 7th National Conference: Symposium, Assembly & Career Fair
Swissôtel | Chicago, IL
Host: AWD Founder, Marlōn Hall
6/21/23 - 6/23/23
AWD 2023 | Lincoln Financial Philadelphia Regional Dinner
South Jazz Kitchen | Philadelphia, PA
Host: Rickie Taylor, Philadelphia Regional Officer
5/18/23
AWD 2023 May | Symetra Financial LinkedIn Privacy Workshop | Zoom
Keynote: Patricia Montville, Executive Recruiter
5/16/23
LPL Black Advisor Network Southeast Regional Meetup | Atlanta, GA
Presenters: Multiple AWD Members
May 2023
AWD 2023 April | Sammons Financial Wholesaling Best Practices Workshop | Zoom
Keynote: Brian Margolis, Productivity Giant
4/21/23
AWD 2023 | TruStage Loyola University Campus Recruiting Visit
Host: Arrupe College | Chicago, IL
AWD Member: Ron Williams
Apr 2023
AWD 2023 | Capital Group Member Office Visit | Carmel, IN
Speakers: Valerie Stringer, Keon Scott, Marlōn Hall
Attendees: Capital Group SLATE Associate AWD Members
4/6/23
AWD 2023 March | Fi360 & Hartford Funds AIF Designation Workshop | Zoom
Featuring: Michael Muirhead | Fi360
3/16/23
BISA Annual Convention | Fontainebleau Hotel | Miami, FL
Attendees: Multiple AWD Members
Mar 2023
Allspring Global Investments DE&I Virtual Panel Discussion | Zoom
AWD Members: Jules Heyward & Marlon Hall
2/15/23
Brighthouse Financial: Our Industry, Our Voice | 2023 Black History Month Roundtable | Teams
AWD Members: Syreeta Richardson & Marlon Hall
2/8/23
AWD 2023 February | Harbor Capital Professional Designation & Leadership Workshop | Zoom
Featuring: Marc Kiner, CPA, NSSA | Premier Social Security Consulting
Michael Muirhead & Rickie Taylor | Fi360
Vickie Abbott & Brandon Truitt | Zahn Associates
Gigs-Taylor-Stephenson & Gary Clement, CFP | Kaplan Professional
Paul Gonzales | The Winters Group, Inc.
2/2/23
AWD 2023 January | AMG Funds LinkedIn Optimization Workshop | Zoom
Keynote: Sherri Fitts, Sherri Fitts & Co.
Featured AWD Member: Deshawn Peterson
1/17/23
AWD 2023 | Denver Regional Dinner
JING | Denver, CO
Host: Sam McGibbon, Denver Regional Officer
1/10/23
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Thrive Scholars Finance Career Exploration Panel
Panelist: AWD Academic Outreach Director, Ron Williams
Dec 2022
AWD 2022 December I Franklin Templeton & Lincoln Financial Territory Management Workshop
Guest: Sequoia President, John Sierawski
Hosts: Franklin Templeton, Quinton Alston-Spratt & Allie Akers | Lincoln Financial, Chris Felix & Justin Kurnik
12/14/22
AWD 2022 | Chicago Regional Dinner
Kinzie Chophouse | Chicago, IL
Host: Chicago Regional Officer, Samuel Gray
12/12/22
AWD 2022 | Nashville Regional Dinner
Carne Mare @ W | Nashville, TN
Host: Nashville Regional Officer, Loren Character
12/11/22
AWD 2022 | Houston Regional Dinner
JOEY Uptown | Houston, TX
Host: Houston Regional Officer, Jasmin Rushing
12/01/22
CEW Sales Leadership Speaker Series
Speaker: AWD Member, Newman Rochester
Nov 2022
AWD 2022 | Charlotte Regional Dinner
Special Guests: Jim Gardella, MFS & Chris Wilson Principal Financial
Eddie V's Prime Seafood | Charlotte, NC
Host: Charlotte Regional Officer, Jay Moore
11/17/22
AWD 2022 November | T. Rowe Price & Athene Business Planning Workshop | Zoom
Guest: Sequoia President, John Sierawski
Hosts: T. Rowe Price, VP Wayne Ewan | Athene, VP Korie Henry
11/16/22
AWD 2022 | Alts Council Meeting: Apollo Global Management Introduction
Guests: Brady Gallagher & Kendall Mitchell | Apollo Global Asset Management
Hosts: Alts Council Chair, Lindsey Crumlin | Alts Council Vice Chair, Kaana Smith
11/16/22
AWD 2022 | Denver Regional Dinner
JING | Denver, CO
Host: Denver Regional Officer, Sam McGibbon
11/11/22
CEW Sales Leadership Speaker Series
Speakers: AWD Members, Antwan Williams & Koran Jordan
Oct 2022
AWD 2022 | Philadelphia Regional Talent Mixer
The Winston | Philadelphia, PA
Host: Philadelphia Regional Officer, Rickie Taylor
10/21/22
ICI Internal Sales Manager Roundtable: Fireside Chat | Philadelphia, PA
Guest: AWD Founder, Marlōn Hall
Member Attendees: Derren McDaniel & Earl Singletary
10/21/22
AWD 2022 | JP Morgan Asset Management Colorado State University Campus Recruiting Visit
CSU Finance Club | Fort Collins, CO
Host: CSU Finance Club | Black African American Cultural Center
AWD Members: Ram Marlonsson, Sam McGibbon, Marlōn Hall
10/19/22
AWD 2022 | Indianapolis Regional Dinner
1933 Lounge | Fishers, IN
Host: Indianapolis Regional Officer, Ryan Reid
8/29/22
AWD 2022 | Symetra Financial Seattle Regional Dinner
STK Bellevue | Bellevue, WA
Host: Seattle Regional Officer, Jermaine Perrien
8/24/22
AWD 2022 | Los Angeles Regional Dinner
Elephante LA | Santa Monica, CA
Host: LA Regional Officer, Kaana Smith
8/18/22
AWD 2022 | 6th National Conference: Symposium, Assembly, Career Fair
Westin National Harbor | Washington, DC
Host: AWD Founder, Marlōn Hall
6/16/22 - 6/18/22
2022 HBCU Business Deans Roundtable | Dallas, TX
Guests: AWD Academic Director Ron Williams & AWD Founder, Marlōn Hall
6/3/22
InvestmentNews DE&I Summit & Awards | New York, NY
See It Be It Role Model Award Winner: AWD Founder, Marlōn Hall
5/11/22
AWD 2022 | New York City Regional Dinner
STK NYC Downtown | New York City Meatpacking District
Host: NYC Regional Officer, Gordon Henderson
5/10/22
AWD 2022 | Natixis Investment Mangement Boston Regional Dinner
MIDA | Boston, MA
Host: Boston Regional Officer, Vic Howell
4/19/22
AWD 2022 | Atlanta Regional Dinner
Rock Steady | Atlanta, GA
Host: Atlanta Regional Officer, Wayne Ewan
3/24/22
AWD 2022 | Philadelphia Regional Dinner
South Restaurant & Jazz Club | Philadelphia, PA
Host: New Jersey Regional Officer, Keon Scott
1/27/22
AWD 2022 March | Western & Southern Presentation Skills Workshop | Zoom
Guest: Western & Southern Gold Sponsor, Mark Caner, President of Distribution
3/8/22
AWD 2022 January | Business Planning Workshop | Zoom
Guests: The Coalition for Equity in Wholesaling
1/27/22
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AWD 2021 November Virtual | Interview Preparation Workshop
Presenters: The Coalition for Equity in Wholesaling
11/18/21
AWD 2021 November Virtual | Professionalism Workshop
Advisor Office Etiquette / Year End Best Practices
Exec Committee Update: Julian Curry
11/16/21
AWD 2021 | Nashville Regional Dinner
Guests: Jackson, D&I Director Cecil Brown & Jackson VIBE ERG President Alyssa Macon
Host: Nashville Regional Officer, Loren Character
11/12/21
AWD 2021 October | Sammons Financial Introduction | Zoom
2021 Gold Sponsor, Sammons Financial
Sammons Financial Head of Distribution, Greg Bonzagni
Sammons Financial SVP, Chief Human Resources Officer, Anne Cooper
Sammons Financial Talent Acquisition Director, Kristin Percival
10/19/21
AWD 2021 | Chicago Regional Dinner
Guests: Sequoia System International, Royal Daughters of God & PMC-LLC
Host: Chicago Regional Officer, Samuel Gray
10/12/21
AWD 2021 September | Capital Markets Workshop | Zoom
DE&I / Academic Outreach Committee Update: Chair Ron Williams
New AWD Training Partnership
The Sequoia System, Business Development Officer: John Sierawski
"Capital Markets Workshop: Strengthen Your Acumen"
AWD Wholesaler Development Co-Chair: Gordon Henderson, CRPC
Equitable 1290 Mutual Funds, Regional Vice President
9/14/21
AWD 2021 Wholesaler Development Program™ Kickoff Meeting | Zoom
AWD Academic Committee Committee Chair: Ron Williams
AWD Academic Outreach Committee Members
Assorted HBCU Administrators
The Coalition for Equity in Wholesaling
The YARD Tour: Chuck Faush
8/30/21 - Zoom
AWD 2021 August | Follow Up Workshop | Zoom
"Step Up Your Follow Up Game"
AWD Committeemen: Julian Curry & Terrell Golden
+ AWD Success Stories (We Have Many!)
Wall Street Wizards Mentorship Opportunities: Bill Thomason
The Art of Income: AWD DE&I Committee Member: Ted Mekonnen
8/24/21
AWD 2021 August | Brighthouse 30-60-90 Day Planning Workshop
"Developing a 30-60-90 Day Plan" Workshop
Brighthouse Financial, VP: Kevin Macilvane
Brighthouse Financial Director: Tuan Nguyen, CLTC
Brighthouse Financial, Divisional Sales Manager: Tien Nguyen, CLTC
AWD Wholesaler Development Senior Committee Chair: Candice Darien, MSM, CLTC
8/17/21
AWD 2021 July | Brighthouse Territory Management Workshop
Brighthouse Financial VP, Divisional Sales Manager: Kevin Macilvane
Brighthouse Financial Divisional Sales Manager: Tien Nguyen, CLTC &
Brighthouse Financial Director: Tuan Nguyen, CLTC
7/22/21
Coalition for Equity in Wholesaling | June
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD Academic Outreach / DE&I Committee Chairman: Ron Williams
More Information: Shanene.Muldrow@equitable.com
6/28/21
AWD 2021 June Virtual | Brighthouse Wholesaling Business Analysis Workshop
Keynote Speaker: Brighthouse Financial, VP & Divisional Sales Manager: Kevin Macilvane
Host: Candice Darien, CLTC, MSM - AWD Wholesaler Development Senior Committee Chairperson
Panelists: Tuan Nguyen, CLTC & Tien Nguyen, CLTC - Brighthouse Sales Managers
6/24/21
AWD 2021 June | Leadership Workshop | Zoom
2021 Gold Sponsor: Prudential Financial Senior Leadership Roundtable
"Demystifying the External Hiring Process"
Featuring: Seven Prudential Financial Sales & Distribution Senior Executives
(Kevin Brayton, Jim Mullery, Ann Nanda, Don Mallavia, Richard Porter, Newman Rochester, Jim DiLorenzo)
AWD Black Leadership Panel Discussion hosted by AWD Founder, Marlon Hall:
Martin Powell, CUNA Mutual - Head of Annuity Distribution
Barrett Wragg, T. Rowe Price - Head of Institutional Consulting & Private Wealth
James Carter, Capital Group - Divisional Sales Manager, North Central US
Richard Porter, Prudential Financial - Divisional Sales Manager, Western US
Pamela Knight, BlackRock - Divisional Sales Manager, Western US
6/15/21
Coalition for Equity in Wholesaling Meeting | May
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD Founder: Marlon Hall
AWD DE&I Committee Chairman: Ron Williams
More Information: Shanene.Muldrow@equitable.com
5/24/21
AWD 2021 May | Body Language Workshop | Zoom
2021 Gold Sponsor Capital Group | American Funds
Featuring: Antonio Bass, CFA & Keon Scott, Capital Group | American Funds
Keynote Speaker: Nonverbal Communication, Sales & Body Language Expert: Linda Clemons
Special Guest Speaker: Marriage Counselor & Family Therapist: Dr. Candice Cooper-Love
5/18/21
Coalition for Equity in Wholesaling | April
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD DE&I Committee Chairman: Ron Williams
AWD Exec Committee Member: Howard Crockett
4/26/21
AWD 2021 | State Farm: African American Employee Resource Group
"The Wealth Gap in African American Communities"
State Farm Sales Leader: Chad Pasley, ChFC
AWD Founder: Marlon Hall
4/21/21
AWD 2021 April | Resume Building Workshop | Zoom
2021 Gold Sponsor Jackson Financial
Keynote: Jackson, Director of Talent Acquisition: Damon Shackleford
Special Guest: Jackson, Director of Diversity & Inclusion: Cecil Brown
Special Guest: Franklin Paterson Resume Professionals, CEO: Janis Ransom
4/20/21
AWD 2021 | Equitable: Black Leadership Network
The Men of BLN: Brother 2 Brother Session
Equitable: Michael Locke, Clay Wells, Julius Lightburn & Micah Lewis
AWD Founder: Marlon Hall
4/8/21
AWD 2021 March | Brighthouse Introduction | Zoom
2021 Platinum Sponsor Brighthouse
Keynote: Senior Vice President, Head of Distribution: Melissa Cox
DE&I Committee Chairman: Ron Williams
Special Guest: Lisen Stromberg, PRISM - DE&I Corporate Culture
Special Guest: Peggy Marshall - Global Institute of Organizational Coaching
3/23/21
Johns Hopkins University - Carey School of Business
Diversity, Equity, Inclusion & Belonging Summit 2021
Panel Discussion: Building Inclusive Communities Roundtable Discussion
AWD DE&I Committee Member / Legg Mason, Lead Consultant: Quinton Alton-Spratt, LUTCF, MBTI
T. Rowe Price, Senior Manager & African Heritage BRG Chair: Jasmine Richardson
Federal Employers Health Benefit Program, Division Advisor: Clayton Corley, Jr.
Google, Ethics & Compliance Program Manager: Lemar T. White
Lutheran & Refugee Services, President & CEO: Krish Vignarajah
3/24/21
Coalition for Equity in Wholesaling | March
2021 AWD Platinum Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD Founder: Marlon Hall
AWD DE&I Committee Chairman: Ron Williams
AWD Exec Committee Member: Howard Crockett
More Information: Shanene.Muldrow@equitable.com
3/29/21
AWD 2021 | NAIFA Indiana Virtual Speak on Purpose CE Presentation
Speak on Purpose: Deliver Your Message Precisely & Effectively,
w/ Author & Keynote Speaker: AWD Founder: Marlon Hall, CFS
3/18/21
AWD 2021 | Wesley Peachtree Institute Virtual Annual HBCU Forum
Panel Discussion: Financial Considerations for Higher Education
Southern University of New Orleans, Executive Cabinet Member: Eurmon Hervey, Jr. Ph.D.
The National Association of Securities Professionals, President & CEO: Ronald C. Parker
The American College of Financial Services, President & CEO: George Nicholls III
The Association for Wholesaling Diversity (AWD) Founder & President: Marlon Hall, CFS
3/9/21
AWD 2021 February | Storytelling & Networking Workshop | Zoom
"The Art of Persuasion"
SPECIAL GUEST: T. Rowe Price Global Head of Diversity & Inclusion: Raymone Jackson, CLU, MBA, FLMI, ACS
Exec Committee Member: Wayne Ewan - T. Rowe Price
Member Development Committee Chair: Candice Darien, CLTC
2/23/21
Coalition for Equity in Wholesaling | February
2021 AWD Platinum Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD DE&I Committee Chairman: Ron Williams
Prudential, Securian, Jackson, Protective, Principal, New York Life, Brighthouse, Equitable
2/22/21
Coalition for Equity in Wholesaling | January
Equitable, CEO Task Force on DE&I: Angela Martin, Shanene Muldrow, Fiona Russo
AWD DE&I Committee Chair: Ron Williams
AWD Founder: Marlon Hall, CFS
Prudential, Securian, Jackson, Protective, Great American, Prudential, New York Life, Transamerica, Equitable
1/25/21
AWD 2021 January | Annual Update | Zoom
AWD DE&I Committee Chair: Ron Williams
1/19/21
AWD 2021 | YP4J Virtual Black Professional / Black Graduate Student Career Panel
Young Professionals for Justice (YP4J)
West High School - Newark, NJ
AWD Founder: Marlon Hall, CFS
Rutgers Law School, Assistant Dean: Rhasheda Douglas
1/19/21
AWD 2021 | Equitable Virtual National Sales Meeting
Equitable Foundation Presentation of $25,000 Grant to AWD
Equitable Divisional Vice President: Fred Makonnen
AWD Founder: Marlon Hall, CFS
1/12/21
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AWD 2020 November | Franklin Templeton Getting Promoted Workshop | Zoom
Reasons Internal Wholesalers Get Promoted To External Wholesalers
AWD IW Development Committee Chair: Candice Darien, CLTC
AWD IW Development Committee Co-Chair: Gordon Henderson
SPECIAL GUEST: Maria Diaz, Talent Acquisition Manager, Franklin Templeton
11/24/20
AWD 2020 October | Member DE&I Workshop | Zoom
Hosted by DE&I Committee Chair: Ron Williams
10/20/20
AWD 2020 September | Member Development Workshop | Zoom
Host: Wholesaler Development Committee Chair: Candice Darien, CLTC
9/22/20
AWD 2020 August | Wholesaling Best Practices Workshop | Zoom
Hosted by AWD President: Marlon Hall, CFS
8/25/20
AWD 2020 | Equitable Group Retirement: DE&I Workshop
Presentation/Q&A: Equitable - Group Retirement
AWD Member: Micah Lewis - Equitable
AWD Member: Gordon Henderson, CRPC - Equitable
AWD Founder: Marlon Hall, CFS
7/31/20
AWD 2020 | Jackson Financial Virtual DE&I Panel Discussion
AWD Member: Chardae Hawley - Jackson
AWD President: Marlon Hall, CFS
7/22/20
AWD 2020 July | Getting Promoted Workshop | Zoom
"Next Step"
Committee Chair: Candice Darien, CLTC
Committee Member: Gordon Henderson, CRPC - Equitable
Committee Member: Charles Samuel, CLU, ChFC - AIG
Committee Member: Julian Curry - Pacific Life
7/13/20
AWD 2020 | Indianapolis Regional Dinner
Sullivan's Steakhouse | Keystone, IN
2/11/20
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AWD 2019 | 5th National Assembly
Charlotte Uptown @ The EpiCentre | Charlotte, NC
Host: AWD Exec Committeeman Andre Dowtin
7/12/19
AWD 2019 | Indianapolis Regional Dinner
Sullivan's Steakhouse | Keystone, IN
3/6/19
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AWD 2018 | 4th National Assembly
W New York Times Square | New York City, NY
Host: AWD Honorary Co-Founder Kaana Smith
6/1/18
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AWD 2017 | 3rd National Assembly
Courtyard Miami Downtown | Miami, FL
Host: AWD Exec Committeeman Julian Curry
Dec 2017
AWD 2017 | 2nd National Assembly
Houston Marriott West Loop by The Galleria | Houston, TX
Mar 2017
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AWD 2016 | 1st National Assembly
Courtyard Embassy Row | Washington, DC
Jun 2016