Austin Moon, Iii

Austin Moon, Iii Email and Phone Number

Independent Recruiter for Financial Advisor Transition and Succession @ Bridgemark Strategies
Austin Moon, Iii's Location
Austin, Texas, United States, United States
Austin Moon, Iii's Contact Details

Austin Moon, Iii work email

Austin Moon, Iii personal email

About Austin Moon, Iii

In my 25-year financial services career, I've been privileged to bring my passion for helping advisors find their professional homes to life with organizations such as Kestra Financial, Advantage Financial Group, National Planning Holdings and National Planning Corporation. My experience includes serving as an in-house business development and recruiting leader for broker-dealers, managing partnerships and sales for a fintech provider, and most recently, launching a successful chain of coffee shops that became an Inc. 5000 Fastest-Growing Company.My most important professional goal is always to do right by advisors and I'm honored to be able to serve this incredible community of independent business owners. As an entrepreneur, I'm pleased that Mojo Coffee continues to be an employer of choice and thrilled to be a part of the continued growth of the brand and company.I live with my wife, Tricia, in Austin, TX, and we are endlessly proud of our three children.

Austin Moon, Iii's Current Company Details
Bridgemark Strategies

Bridgemark Strategies

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Independent Recruiter for Financial Advisor Transition and Succession
Austin Moon, Iii Work Experience Details
  • Bridgemark Strategies
    Managing Director
    Bridgemark Strategies Nov 2024 - Present
    Charlotte, North Carolina, Us
    As Managing Director at Bridgemark Strategies, I help independent financial advisors find the right broker-dealer home, as well as supporting advisors looking for the best possible exit strategy for their business.
  • Mojo Coffee, Llc
    Co-Founder And Owner
    Mojo Coffee, Llc Dec 2015 - Present
    Liberty Hill, Texas, Us
    +Co-Founded rapidly expanding, multi-million revenue coffee shop brand+From zero revenue to over $5M in annual sales in five years
  • Kestra Financial
    Vice President, Business Development
    Kestra Financial Sep 2018 - Oct 2021
    Austin, Tx, Us
  • National Planning Holdings (Nph)
    Vice President | Head Of New Business Development | Sales Leadership
    National Planning Holdings (Nph) Dec 2015 - Mar 2018
    Appleton, Wisconsin, Us
    +Brought back to NPH after a 12 year journey leading NPC (subsidiary of NPH) in Sales.+Built and managed a team of 20 sales professionals across four Broker/Dealers+Developed sales process focused on full-cycle sales generation and long-term strategic growth+Currently tasked with effective transition of NPH Broker/Dealers to LPL via recent acquisition
  • Advantage Financial Group
    Director Of Business Development
    Advantage Financial Group May 2014 - Dec 2015
    Cedar Rapids, Ia, Us
    +Responsible for growth of firm through partnership or acquisition+Developed new business development strategy+Worked closely with CEO to position firm for long-term growthAIM provides a diverse range of independent financial advisors with intellectual capital and specialized resources through the flexibility of a customizable hybrid platform. Unique in the industry, AIM is governed by our advisors, managed by leaders, and committed to improving the growth and efficiency of our fiercely independent advisor community.
  • Uat Inc.
    Partner, Managing Director
    Uat Inc. May 2012 - Apr 2015
    Austin, Us
    UAT, Inc. is a Denver, Colorado financial services technology company that provides cost savings programs and trading automation tools to the asset management industry.Boomerang your Account: Bloomberg Tradebook Commission Savings and Trading Efficiencies for Asset Managers and Asset Owners
  • National Planning Corporation (Npc)
    Vice President, New Business Development
    National Planning Corporation (Npc) Jun 2000 - May 2012
    Appleton, Wisconsin, Us
    +Closed over $100M in new revenue in less than 7 years+Brought in 17 of the Top 20 Clients with a long-term focused sales approach+Responsible for full-cycle sales process from cold lead generation to closed deals
  • Amerex Energy
    Institutional Natural Gas Derivatives Broker
    Amerex Energy Jun 1998 - Jun 2000

Austin Moon, Iii Skills

Sales Sales Management New Business Development Recruiting Asset Management Financial Services Series 7 Securities Trading Series 63 Bloomberg Investments Investment Advisory Equities Mutual Funds Asset Allocation Investment Management Asset Managment Series 24 Relationship Management Wealth Management Uniform Combined State Law Portfolio Management Financial Advisory Retirement Investment Strategies Finra Private Equity Series 65 Start Ups

Austin Moon, Iii Education Details

  • University Of Houston
    University Of Houston

Frequently Asked Questions about Austin Moon, Iii

What company does Austin Moon, Iii work for?

Austin Moon, Iii works for Bridgemark Strategies

What is Austin Moon, Iii's role at the current company?

Austin Moon, Iii's current role is Independent Recruiter for Financial Advisor Transition and Succession.

What is Austin Moon, Iii's email address?

Austin Moon, Iii's email address is mo****@****ail.com

What is Austin Moon, Iii's direct phone number?

Austin Moon, Iii's direct phone number is +151226*****

What schools did Austin Moon, Iii attend?

Austin Moon, Iii attended University Of Houston.

What skills is Austin Moon, Iii known for?

Austin Moon, Iii has skills like Sales, Sales Management, New Business Development, Recruiting, Asset Management, Financial Services, Series 7, Securities, Trading, Series 63, Bloomberg, Investments.

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