About Us
Our Belief
“Train people well enough so they can leave. Treat them well enough so they don’t want to.”
Richard Branson
The Advisory Education Partners Team
Nick S, Client Service Expert, Program Advisor
Nick brings more than a decade of providing outstanding client service to the financial services industry. Nick’s experience has ranged from a Fortune 500 insurance company, Employee Benefit firms and Registered Investment Advisory firms. Along the way Nick recognized the importance of high quality training not only for his company’s success but his own personal development.
Tara S, VP Operations & Communications
Her background in banking, financial services, business ownership and non profit administration/leadership makes her an invaluable resource for AEP. Her career includes small business owner, client service and leadership roles.
Maureen F. Client Services Manager 30 years, Contributing Expert
Maureen brings an extensive background in client service operations and management which has helped shape our curriculum. Her career has included maintaining relationships with high-net-worth clients and managing and coaching many client service professionals and operations associates.
Mark S,CPFA®, AIF®, C(k)P®, Contributing Expert
Mark’s 42 years of industry experience as retirement and benefits plan expert as well as personal Financial and insurance planning has been a strong influence on our curriculum. Mark’s own belief in professional development is evidenced in his impressive list of credentials.
Christine H, Marketing Executive, Contributing Expert
Insightful marketing executive with experience developing and leading talent. Chris has lent her insightful knowledge about leadership and messaging which is reflected in our communications. Her career includes Banking and Consumer Package Goods Industries and an MBA from Harvard Business School.