
Upcoming Events
- Thu, Feb 02Zoom
- Wed, Jun 21Swissotel | Chicago
AWD AIF Designation Live Training: Zoom
Host: Fi360 - February 16th 2023
AWD Regional Dinners: Dallas, Boston, & San Francisco
Q2 2023 - Date TBD
AWD | Wholesaler Development Program™ / SIE Training Program
New Cohort Starting Spring 2023
AWD Academic Outreach Committee
Past AWD Events
AWD 2023 | LinkedIn Optimization Workshop
Featuring: AWD Member, Deshawn Peterson & Keynote Speaker, Sherri Fitts
Host: AMG Funds
Tuesday 1/17/2023
AWD 2023 | Denver Regional Dinner
JING | Denver
Host: Denver Regional Officer, Sam McGibbon
Tuesday 1/10/2023
AWD 2022 December Virtual Workshop | Sequoia Business Planning & Territory Management Workshop
Guest: Sequoia President, John Sierawski
Hosts: Franklin Templeton, Quinton Alston-Spratt & Allie Akers | Lincoln Financial, Chris Felix & Justin Kurnik
Wednesday 12/14/2022
AWD 2022 | Chicago Regional Dinner
Kinzie Chophouse | Chicago
Host: Chicago Regional Officer, Samuel Gray
Monday 12/12/2022
AWD 2022 | Nashville Regional Dinner
Carne Mare | W Nashville
Host: Nashville Regional Officer, Loren Character
Sunday 12/11/2022
AWD 2022 | Houston Regional Dinner
JOEY Uptown | Houston
Host: Houston Regional Officer Jasmin Rushing
Thursday 12/01/2022
AWD 2022 | Charlotte Regional Dinner
Special Guests: Jim Gardella, MFS & Chris Wilson Principal Financial
Eddie V's Prime Seafood | Charlotte
Host: Charlotte Regional Officer Jay Moore
Thursday 11/17/2022
AWD 2022 November Virtual Workshop | Sequoia Business Planning & Territory Management Workshop
Guest: Sequoia President, John Sierawski
Hosts: T. Rowe Price, VP Wayne Ewan | Athene, VP Korie Henry
Wednesday 11/16/2022
AWD 2022 November Virtual | Alts Council: Apollo Introduction
Guests: Brady Gallagher & Kendall Mitchell | Apollo Global Asset Management
Hosts: Alts Council Chair, Lindsey Crumlin | Alts Council Vice Chair, Kaana Smith
Wednesday 11/16/2022
AWD 2022 | Denver Regional Dinner
JING | Denver
Host: Denver Regional Officer Sam McGibbon
Friday 11/11/2022
AWD 2022 | Philadelphia Regional Talent Mixer
The Winston | Philadelphia
Host: Philadelphia Regional Officer Rickie Taylor
Friday 10/21/2022
AWD 2022 | Colorado State University Campus Recruiting Visit
CSU Finance Club | Fort Collins, CO
Host: CSU Finance Club | Black African American Cultural Center
Wednesday 10/19/2022
AWD 2022 | Indianapolis Regional Dinner
1933 Lounge | Fishers, Indiana
Host: Indianapolis Regional Officer Ryan Reid
Monday 08//29/2022
AWD 2022 | Seattle Regional Dinner
STK Bellevue | Bellevue, Washington
Host: Seattle Regional Officer Jermaine Perrien
Wednesday 08/24/2022
AWD 2022 | Los Angeles Regional Dinner
Elephante LA | Santa Monica, California
Host: AWD Co-Founder Kaana Smith
Thursday 08/18/2022
AWD 2022 | National Assembly - Conference - Career Fair
The Westin National Harbor | Washington, DC
Host: AWD Founder & President Marlōn Hall
Thursday June 16th through Saturday June 18, 2022
AWD 2022 | New York City Regional Dinner
STK NYC Downtown | New York City Meatpacking District
Host: Member Development Chair Gordon Henderson
Tuesday 05/10/2022
AWD 2022 | Boston Regional Dinner
MIDA | Boston
Host: AWD Member Outreach Chair, Vic Howell
Tuesday 04/19/2022
AWD 2022 | Atlanta Regional Dinner
Rock Steady | Atlanta
Host: Executive Committee Member, Wayne Ewan
Thursday 03/24/2022
AWD 2022 | Philadelphia Regional Dinner
South Restaurant & Jazz Club | Philadelphia
Host: New Jersey Regional Officer, Keon Scott
Thursday 01/27/2022
AWD 2022 March Virtual | Western & Southern Presentation Skills Workshop
Guest: Western & Southern Gold Sponsor, Mark Caner, President of Distribution
Tuesday 03/08/2022
AWD 2022 January Virtual | Business Planning Workshop
Guests: The Coalition for Equity in Wholesaling
Thursday 01/27/2022
------------------------------------------------------------------------------------------------------------------------------------------------------------------
AWD 2021 November Virtual | Interview Preparation Workshop
Presenters: The Coalition for Equity in Wholesaling
Thursday 11/18/2021
AWD 2021 November Virtual | Professionalism Workshop
Advisor Office Etiquette / Year End Best Practices
Executive Committee Update: Julian Curry
Tuesday 11/16/2021
AWD 2021 | Nashville Regional Dinner
Guests: Jackson, D&I Director Cecil Brown & Jackson VIBE ERG President Alyssa Macon
Host: Nashville Regional Officer, Loren Character
Friday 11/12/2021
AWD 2021 October Virtual | Sammons Introduction
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
Tuesday 10/19/2021
AWD 2021 | Chicago Regional Dinner
Guests: Sequoia System International, Royal Daughters of God & PMC-LLC
Host: Chicago Regional Officer, Samuel Gray
Tuesday 10/12/2021
AWD 2021 September Virtual | Capital Markets Workshop
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
Tuesday September 14, 2021
AWD 2021 August Virtual | Wholesaler Development Program™ Kickoff Meeting
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
Monday 08/30/2021 - Zoom
AWD 2021 August Virtual | Follow Up Workshop
"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
Tuesday 08/24/2021
AWD 2021 August Virtual | 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
Tuesday 08/17/2021
AWD 2021 July Virtual | 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
Thursday 07/22/2021
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
Monday 06/28/2021
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
Thursday 06/24/2021
AWD 2021 June Virtual | Leadership Workshop
2021 Gold Sponsor: Prudential Financial Senior Leadership Roundtable
"Demystifying the External Hiring Process"
Featuring: Seven Prudential Financial Sales & Distribution