What departments does Oechsli have?

Oechsli has employees across 12 departments including Operations, Finance, Program & Project Management, Human Resources, Customer Success.

What is the largest department at Oechsli?

The largest department at Oechsli is Program & Project Management with 4 employees.

Where are Oechsli employees located globally?

Oechsli has employees across 2 continents and 3 countries including Israel, United States Of America, Canada.

How has Oechsli's team size changed over time?

Oechsli's team has decreased from approximately 41 to 38 employees based on available data.

Oechsli Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

Oechsli is a mid-sized financial services firm based in Greensboro, North Carolina, with roots that date back to 1978. It offers a combined suite of coaching and training for financial professionals and digital marketing services, including websites, content, video, ads, newsletters, and podcasts. The company emphasizes integrating digital and traditional approaches to support advice for today’s affluent clients. For individual advisors, the focus is on client acquisition, practice management, and teaming, complemented by digital marketing tools and accessible resources such as the website and weekly newsletter. Financial firms receive scalable social content and advisor video capabilities, group coaching programs for both new and elite teams, and recorded training content hosted in the firm's LMS or the client's LMS, with the work guided by ongoing research into how the affluent choose advisors and how top performers differentiate themselves.

Oechsli Global Highlights

North America
65

United States Of America
64
Canada
1

Asia
1

Israel
1

Oechsli's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
K. N.
Chief Operating Officer
Mobile Phone
Email
H. B.
Chief Financial Officer
Mobile Phone
Email
B. J.
Vice President And Director
Mobile Phone
Email
L. G.
Vice President Of Finance
Mobile Phone
Email
W. D.
Vice President And Director
Mobile Phone
Email
S. B.
President
Mobile Phone
Email
M. O.
Founder
Mobile Phone
Email

Oechsli Employee Metrics

100%

50%

0%

2026

2025

Banking
Information Technology
Media & Communications
Program & Project Management
Business
Other
Branding

Contact profiles from Oechsli

Name

Title

Contact Info

Location

Last Update

K. N.
Chief Operating Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 17, 2026
M. O.
Founder
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
S. B.
President
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
H. B.
Chief Financial Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 18, 2026
D. C.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
B. J.
Vice President And Director
Mobile Phone
Email
Oct 17, 2024
L. G.
Vice President Of Finance
Mobile Phone
Email
Oct 16, 2024
W. D.
Vice President And Director
Mobile Phone
Email
Oct 21, 2024
L. K.
Director Of Program Operations
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
A. M. C.
Newsletters Program Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 13, 2026

Frequently Asked Questions

What is Oechsli known for?

Oechsli was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 306 East Market Street Greensboro, North Carolina 27401 United States; you can contact the main corporate office by phone at

+1-336-273-****

. Explore Oechsli's company overview page for more information.

What is Oechsli's most common email format?

Oechsli employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oechsli email formats with LeadIQ.

How many employees does Oechsli have currently?

Oechsli has approximately 53 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Oechsli's key employees and leadership?

As of June 2026, Oechsli's key employees include:

Chief Executive Officer: D. C.
Chief Operating Officer: K. N.
Chief Financial Officer: H. B.
Vice President And Director: B. J.
Vice President Of Finance: L. G.

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Oechsli Employee Directory

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