Chief Executive Officer
212-596-3387 | firstname.lastname@example.org
Marc serves as CEO of Axio Group LLC and its affiliates. Marc has over 25 years experience in banking, securities, insurance, and wealth management. Previously Marc was President and CEO of Beacon Trust Company, a wealth management firm with $1.4 billion in assets under management. Prior to Beacon Trust, Marc enjoyed a long career at Lehman Brothers, managing a team of over 700 people as Global Head of Equity Capital Markets, Global Head of Cash Equities and member of the firm’s Management Committee with responsibility for sales, trading, and capital markets origination. Marc also served as CEO of Meridian 10 Holding AG, a portfolio company of Lehman Brothers. Marc is a graduate of Lehigh University and The Columbia University Graduate School of Business. He also served two terms on The Lehigh University Board of Trustees.
Russell serves as President of Axio Group LLC and Axio Insurance Services LLC. Russell has over 20 years experience in the securities and insurance industries, principally in equity derivatives, capital markets, and structured transactions. Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re, and held various executive positions in the derivatives businesses of Lehman Brothers, Bank of America, and UBS. Russell also founded a small business lending company, Harborcove Financial LLC. Russell earned a bachelors degree magna cum laude from the Georgetown University School of Foreign Service, and an MBA with High Honors from the University of Chicago Graduate School of Business.
Chief Information Officer
646-868-9109 x 635 | email@example.com
Rick serves as CIO of Axio Group LLC and its affiliates. Rick is a results driven hands-on IT executive with a unique combination of business acumen and technology skills. He has extensive experience successfully creating, motivating and leading teams to define, design, build and support complex enterprise-wide SaaS IT solutions for the insurance, financial services, healthcare, wellness, mobile and SMB markets. Rick has very deep expertise in data analytics and reporting across the enterprise and complexity spectrum. Rick is a graduate of Lehigh University and has two Masters degrees including an MBA in Investment Finance from Columbia University and an MPA in Energy Economics & Policy from New York University. Rick founded a data analytics company in 1994 targeted to the insurance industry for clients such as AIG, Chubb/ACE. Prior to that, he held various global technology senior management positions at Dow Jones/Telerate and ADP focused on trading room technology & market data.
Managing Director, Administration and Finance
416-203-1681 | firstname.lastname@example.org
Jeanette serves as Managing Director of Axio Group LLC and its affiliates. Jeanette has over 18 years experience in the financial industry. She began her career at First Marathon as Manager of Associates, Analyst in the Investment Banking group. After the acquisition of First Marathon by National Bank Financial, Jeanette moved into the Executive Offices and worked on special projects relating to the merger and overall business administration. Jeanette then moved to Dundee Securities where she was Director of Administration, managing a group of approximately 20 employees. Jeanette holds a BA from Wilfrid Laurier University.
Executive Vice President – Structured Products
646.520.2323 | email@example.com
Peter Horacek is Executive Vice President, Structured Products of Axio Financial. Peter has over 25 years in the financial services industry specializing in Asset Management and Structured Product distribution. Previously Peter co-founded Financial Products, LLC and served as its President and CCO from 2010 until he joined the Axio team in 2016. Prior to forming Financial Products, LLC, Peter spent nine years with Credit Suisse, where he was responsible for “Global Investor” distribution and client service efforts within Credit Suisse’s Asset Management division, throughout the United States, Latin America and Canada. Prior to Credit Suisse, Peter held various management positions with the Dreyfus Corporation over a ten year period. Peter holds a Masters of Business Administration from Hofstra University and a Bachelor of Science degree in Business Management from the State University of New York. Peter also holds FINRA Series 7, 24 and 63 licenses.
Executive Vice President
646.290.7019 | firstname.lastname@example.org
John Turner is Executive Vice President, Insurance at Axio Insurance Services. John has 19 years of life insurance and brokerage experience. His focus at AIS is to develop and expand relationships for AIS with Broker Dealers, RIA’s or any other insurance intermediary in addition to being Head of Sales at AIS. Prior to joining the team, he was VP of annuities at One Resource Group where he developed marketing ideas in conjunction with companies and distribution networks to increase profitability. John managed the internal annuity sales team and worked with agents and producer groups to help them achieve their goals and increase their business. John also spent 13 years with Charles Schwab & Co Inc., as both a wholesaler and retail producer where he managed approximately $180 million AUM. He belonged to a team that were one of the first in the industry to use indexed annuity solutions in its complex client portfolio allocation space. John attended Columbia Union College (WAU) on a sports and leadership scholarship and is currently enrolled in the University of Alabama online Financial Planning degreed program. He holds the Accredited Asset Management Specialist (AAMS) designation from The College of Financial Planning and also The Accredited Investment Fiduciary (AIF) from fi360.
Vice President, Business Analysis and Quality
646.368.8850 | email@example.com
Allan Waddell serves as Chief Technology Officer and is responsible for developing and managing Axio’s Sales Acceleration Platform. Allan assists clients in creating bespoke sales solutions and analytics to optimize market penetration. Allan’s prior experience includes internal sales and technology platform design. Allan earned a BMOS from the University of Western Ontario.