Ann Handley is a Wall Street Journal best-selling author, keynote speaker, and the world’s first Chief Content Officer.
Ann speaks and writes about how you can rethink the way your business markets. Cited in Forbes as the most influential woman in Social Media and recognized by ForbesWoman as one of the top 20 women bloggers, Ann Handley is the Chief Content Officer of MarketingProfs, a training and education company with the largest community of marketers in its category.
She was a long time monthly columnist for Entrepreneur magazine, is a member of the LinkedIn Influencer program , and the co-author of the best-selling book on content marketing, Content Rules: How to Create Killer Blogs, Podcasts, Videos, Ebooks, Webinars (and More) That Engage Customers and Ignite Your Business (Wiley, originally published 2011. Paperback 2012.) The book has been translated into nine languages, including Turkish, Chinese, Japanese, Korean, Italian, Portuguese. Her most recent book, Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content (Wiley, 2014) is a Wall Street Journal bestseller.
She currently has more than 260,000 followers on Twitter and writes about content, marketing and life at the highly entertaining AnnHandley.com.
A pioneer in digital marketing, Ann is the co-founder of ClickZ.com, which was one of the first sources of interactive marketing news and commentary. She started her career as a business journalist and editor.
Ann is based in Boston, Massachusetts.
Juan joined Rabobank on January 2016. Prior to joining the bank he was head of Digital Marketing for the Americas at MUFG Union Bank. Before that he was SVP eMerchandising at Bank of America and previous to that he was SVP Interactive Design at Wachovia / Wells Fargo. In addition he was a partner at three marketing agencies, two in the U.S. and one in Europe. He also worked with Dun & Bradstreet out of their Mexico and Venezuela offices.
Juan has a degree in Business Administration from Cal State Los Angeles and an MBA from Pepperdine University, as well as certificate in Global Enterprise Management from Oxford University.
Leslie is Chief Marketing Officer for Citi’s Global Consumer Bank, accountable to ensure the bank delivers targeted, impactful and distinguished messaging that will move Global Consumer Marketing from “sell” to “buy”. She is responsible for data-driven marketing targeting and innovation, and advertising and media strategy. In addition, her responsibilities include developing next- generation big data and digital capabilities, building out rapid digital marketing development teams to ensure Citi creates a "test and learn" environment, improving global digital acquisitions and social content and partnerships, and coordinating with Citi’s Corporate Brand team on global advertising and brand positioning. Leslie also co-leads the Remarkable Welcome Experience Team for Global Cards, Citigold and Citi Priority.
Prior to this role, Leslie was the Head of Cards Sales and Marketing for Citi Cards. She led a team of 350 marketing professionals and was responsible for the development of Citi Cards Acquisition, Existing Client and 360 Marketing strategies, marketing channel operations and optimization.
Prior to joining Citi in 2011, Leslie held senior marketing, product and business development and roles at Bank of America and MBNA America for more than 21 years across the U.S., Canada and Europe.
Leslie is on the Digital Marketing Advisory Council for the Fox School of Business, Temple University and was recently a member on Facebook’s Product Council.
She was recognized as a 2010 Top 50 Women in Business by Delaware Today Magazine. She is a member of the Board of Trustees for the Rosemont School of the Holy Child.
Leslie graduated from the University of Delaware with a degree in International Relations and Spanish and also studied at the University of Salamanca in Spain.
She currently resides in St. David’s, Pennsylvania with her husband and three children.
Helen Loh is Senior Vice President of Content & Digital Marketing at Charles Schwab. Ms. Loh oversees Schwab’s branded marketing channels, including Schwab.com, digital and print publications, and Schwab’s presence on search engines and in social media. In addition, Loh is responsible for Schwab’s brand publishing organization, focusing on creating useful content to influence the digitally and socially empowered investor.
Ms. Loh has over 20 years of marketing experience with Fortune 500 brands and Silicon Valley startups, from consumer brand management to B2B software. She holds a bachelor's degree in Industrial Engineering from Stanford University, and a Master of Business Administration degree from Stanford Graduate School of Business.
Neff Hudson serves as Vice President for Emerging Channels at USAA, a Fortune 150 financial services company in San Antonio, TX. He oversees USAA’s award-winning mobile and voice channels, and he leads innovation efforts in artificial intelligence, emerging payments and social commerce.
Neff has been at USAA for 15 years. He was a founding member of the USAA’s eCommerce team in 1999 and spent the first decade of his career in digital strategy, experience design, operations and marketing. During his tenure, USAA.com was Forrester Research’s top rated financial services site.
He switched to USAA Mobile in 2010 and has overseen its rapid growth and development into a full sales and service platform with more than 450M annual visits. Recent product launches include the USAA Virtual Assistant, a smartphone based autonomous agent that performs financial transactions, and [email protected] 3.0, which uses video capture to process multiple checks into multiple accounts.
Prior to joining USAA, Neff worked for 12 years in the journalism industry. He was the general manager of militarycity.com, a military news portal. He also served as the Chief Pentagon Correspondent for Army Times Publishing Co. He holds a bachelor's degree in journalism from the University of Maryland.
Mitchell Weisman is founder and CEO of RevJet, a radically different advertising platform that empowers marketers to access the largest untapped source of value in digital advertising. He also serves as chairman of LifeStreet Media, a company he previously co-founded. In just a few years, Weisman's team grew LifeStreet from a four-person start-up into a global company with five offices across the world. LifeStreet is currently the largest social media ad exchange for the Facebook canvas application platform.
Prior to founding LifeStreet, Weisman served as senior vice president at Claria Corporation, an early digital marketing firm he helped grow from a pre-revenue start-up to nearly $100 million in annual revenue. Previously, Weisman spent seven years in technology venture capital and private equity.
A serial entrepreneur, Weisman founded and ran two successful student businesses while attending the Wharton School of Business at the University of Pennsylvania.
Menaka Thillaiampalam is the Head of North America Financial Services Marketing at LinkedIn. Menaka is responsible for defining the marketing vision and strategy, developing research studies and thought leadership content and extending LinkedIn’s solutions to become a leading partner to well recognized financial services institutions.
Menaka recently led the following research studies:
Prior to joining LinkedIn, Menaka has held marketing leadership positions at Accenture and Cognizant Technology Solutions. As a global marketing executive with over 17 years of experience on both the client and media sides, Menaka builds and executes global marketing strategies that generate revenue, aligns marketing initiatives with sales efforts to win in the market, and helps financial brands understand the role of content within the next generation of the customer journey.
Menaka holds a MBA in international marketing from Suffolk University and a BBA in marketing from University of Massachusetts, Amherst. Menaka is a member of The Financial Communications Society, sits on the Member Council for the Museum of Fine Arts in Boston, Member of UnMask Cancer Gala by Dana-Farber, and Member of Institute of Contemporary Art in Boston.
Wendy is an award-winning executive with 20 years of experience in Fortune 100 companies and credit unions. Wendy’s expertise is in balancing traditional marketing techniques with proven digital tools, and introducing an agile, data-driven methodology to create measurable strategic goals.
As SVP and Chief Retail Officer at Firstmark Credit Union, Wendy oversees all branches, the call center, branch operations, brand strategy, marketing, communications, governmental affairs, public relations and sales. Her work has been featured in the Wall Street Journal, Business Insider, Financial Times, Houston Chronicle and San Francisco Business Times. Contact Wendy on Twitter @wenbryant.
Andras is currently responsible for consumer card acquisition in the Canadian marketplace at American Express through digital channels including site, lead generation, paid search, display media and online referrals.
He joined American Express in 2011 and has held several positions within the company. Most recently, he held the position of Director, Global Merchant Services where he led marketing programs for Canadian merchants accepting American Express. Previously, Andras managed the AeroplanPlus consumer card portfolio during the times of the deal renegotiation with the co-brand partner. Prior to that he was in charge of strategic balance growth and pricing initiatives on the Cards Marketing team.
In addition, Andras has experience in different areas of consumer and retail banking having worked for Citigroup both in Canada and Europe. He holds an MBA from the Corvinus University of Budapest, Hungary.
Todd Purcell, senior vice president of digital marketing at Webster Bank, is responsible for the planning, design, and execution of a comprehensive digital marketing strategy that includes website development, search optimization, paid display, email marketing, and social media marketing. Todd has more than 20 years of digital marketing experience in the wealth management, insurance and banking financial sectors. He has driven large-scale digital transformation initiatives at JPMorgan Chase, American Express, Smith Barney, USAA, The Hartford and most recently at EY and MetLife. He has a BA from Cornell University and a MBA in Finance and Marketing from the Fordham Gabelli School of Business. He currently lives in Avon, CT with his wife Staci and his two boys, Evan and Alec.
Amy Hu is VP-Interactive Marketing and Online Experience for H&R Block, the world’s largest consumer tax services provider. Her job, she says, is to drive traffic to the company’s website; in that task, she oversees everything digital, from paid search, online media and email, to strategic partnerships, user experience, and search engine optimization. Within the industry, Hu is recognized for her passionate commitment to data and analytics. Under her leadership, H&R Block’s digital team has implemented new online segmentations and launched advanced, multichannel attribution measurement.
A graduate of St. John’s College in Annapolis, Maryland, Hu spent nearly a decade at American Century Investments, where she started her marketing career. In 2007, she came to H&R Block to work on the company’s digital business, and was named Director-Interactive Marketing in 2013.
Born in Taiwan, Hu came to the U.S. as a young child when her parents decided to open a restaurant in Kansas City, Mo. She says she learned many critical life lessons working after school and during summer breaks at the family restaurant—especially that the ability to improvise and think critically is built on hard work and preparation.
Brooks Tingle is Senior Vice President, Marketing and Strategy, for John Hancock Insurance — Manulife Financial’s U.S. Insurance Division. In addition to leading all of John Hancock’s insurance marketing activities, Mr. Tingle is charged with developing and implementing John Hancock’s market expansion strategy.
Mr. Tingle is driving the modernization of the company’s marketing function through initiatives such as an ambitious digital strategy, the build out of a strong advanced analytics team, sharpened focus on customer experience/ engagement, and channel expansion. Much of his focus is on innovation to enhance the relevance and attractiveness of insurance products to today’s consumers. His leadership in identifying, developing, and implementing the recently launched John Hancock Vitality solution is an example of such focus.
Prior to his current role, Mr. Tingle served as Senior Vice President and Chief Operations Officer for John Hancock Life Insurance Company and was responsible for all operations including new business, underwriting, claims, information technology, policy administration, customer service, and reinsurance administration. In that role, Mr. Tingle leveraged process improvement, technology, and underwriting policy to drive transformational performance in distributor service, efficiency and risk management.
Mr. Tingle joined John Hancock in 1987 and has held diverse roles of steadily increasing responsibility in the company’s life, annuity, and long term care insurance businesses. He was an early driver of innovative sourcing and site strategies and was involved in multiple acquisition initiatives. In 2004, he oversaw the successful integration of the life insurance operations of John Hancock and Manulife’s U.S. Division.
Mr. Tingle is a member of the Board of Directors of John Hancock Networking Insurance Agency, Inc. and serves on the Management Committee of Long Term Care Partners, Inc. He is a former Chair and current Director on the Board of the Better Business Bureau for Eastern Massachusetts, Maine, Rhode Island, and Vermont, and member of the Board of The Partnership, Inc. He is on the Board of the Medical Information Bureau, Inc. and also serves as a Director and member of the Executive Committee on the Board of the New England-Canada Business Council. He is a member of IBM’s North American Insurance Advisory Council and LIMRA’s Strategic Marketing Issues Committee.
Joe runs communications and policy initiatives at Betterment, the largest robo-advisor. In his four year stint at the company, they have evolved from an unknown name to now managing more than $5,500,000,000 for more than 185,000 customers. Prior to Betterment, Joe ran the NYC office for a boutique PR firm focused on technology clients. In addition to his work at Betterment, Joe is an advisor to early stage startups and an angel investor in two fintech startups, Even and Spruce.
Chrissy Perez has become a truly versatile authority in both the digital marketing and investment management worlds in her 5+ years in the industry. With a client list featuring such industry titans as HSBC and UBS, Chrissy is responsible for spreading the word on StoneShot’s unique mix of technology, agency services and advisor marketing research. Her passion for the enhancement of digital impact and efficiency as well has her personable approach to customer relationship management make her the ultimate double-threat in financial tech advocacy. When she’s not head-down advising on marketing automation, she’s sleeves-up helping her mom on a mini dessert catering company they formed in 2013.
Marissa Pick is the director of social media at the CFA Institute where she oversees efforts to reach journalists, legislators, policymakers, and investment professionals who play essential roles in shaping the direction of the financial services industry. Marissa oversees the global social media campaigns and leads a global team with staff in New York, London, and Hong Kong. Prior to joining the CFA Institute Marissa was the social media director at Euromoney Institutional Investor. Marissa holds an M.P.P. from Fairleigh Dickinson University, where she graduated Pi Alpha Alpha Honor Society. She received her B.A. in American Studies from Brandeis University where she was starter on the Brandeis University softball team. Follow Marissa on Twitter @MarissaPick, and visit her blog at marissapick.com.
Debra Feresten is Director, Digital and Omni-channel Marketing at AXA, a global leader in providing financial security and retirement products. She is dedicated to establishing and executing strategies that use technology to enhance the customer experience and ultimately lead to greater customer centricity and enhanced shareholder value. This involves understanding how and why customers engage with companies like AXA, and conducting analysis and usability testing on the best ways to increase that engagement.
Debra has more than 15 years of leading cross-functional teams in financial services and insurance companies including Citigroup, HSBC, Guardian Life, Chubb Group of Insurance Companies and AXA creating customer centric omni-channel marketing programs.
Debra holds a Bachelor’s degree in Communications from University of Delaware. She lives in New Jersey with her husband and 2 teenage boys, where she enjoys being a mom, hiking and traveling.
Rudy Adler makes things, mostly for the web. He leads brand+creative at Wealthsimple. Previously, he founded 1000memories (acquired by Ancestry.com), the Border FilmProject (published by Harry N Abrams), and How I Spent My Stimulus. Rudy studied at Y Combinator, Wieden + Kennedy, and the University of Arizona.
As president of Adventure House, Alex makes it his business to understand his clients’ business by staying on the cutting edge on financial marketing insights and employing a strategic process to guide his team through the chutes and ladders of web development and digital marketing creation.
Previously, Alex took center stage at the Financial Brand Forum 2015 in Las Vegas, where he unveiled a website makeover for a local financial brand live on stage in front of a standing-room-only crowd. Read about it here.
Kevin’s role within EXL is to develop effective online direct marketing strategies for their clients and ensure that the EXL team works effectively with client partners to implement those strategies.
Over the course of his seventeen year career in online direct marketing, Kevin has helped some of the most successful financial services companies in America develop effective internet based direct marketing programs.
Prior to joining EXL, Kevin was the founder and CEO of two leading edge digital marketing companies, JCG New Media and The Credo Group, pioneers in the sale of financial services products via the internet. During his tenure at these organizations, Kevin helped such companies as Prudential Financial, Mutual of Omaha, AIG, AEGON, Royal Bank of Canada, Blue Cross Blue Shield of Florida and Globe Life make the internet an important part of their direct marketing mix.
Prior to founding Credo, Kevin served as the Chief Executive Officer of DiMark, a Harte-Hanks Company. During Kevin’s McKenna’s tenure, DiMark grew to become the 6th largest direct marketing advertising agency in the United States as ranked by “Advertising Age” magazine and served some of the largest insurance companies in the United States including Allstate, Blue Cross/Blue Shield of Illinois, CNA, CIGNA, and Kaiser Permanente.
Prior to joining DiMark, Kevin founded the Data Technology Group, a division of Draft Worldwide (now Draft FCB). He built the Data Technology Group from a startup to an organization of over 120 professionals working in three offices. Kevin holds a BSBA in business administration from Georgetown University.
Alex Cavalieri is a Vice President at BlackRock and is responsible for leading digital transformation for the iShares and BlackRock.com US experience.
Prior to joining digital, Alex was in the Retirement Marketing division of BlackRock. He was charged with the strategy, development and management of the retirement center digital experience. Prior to joining retirement marketing, Alex led the development and management of BlackRock’s campus recruiting digital experience.
Prior to BlackRock, Alex worked at Glocal, Omni Corporation, and Workbridge Associates in various strategy, marketing, and sales roles. Alex graduated from Syracuse University with a major in Communications & Rhetorical Studies.
Shafqat Islam is the Co-Founder and Chief Executive Officer of NewsCred, the world’s leading content marketing platform. As CEO, Shafqat manages the strategic growth of the company, pioneering a new content ecosystem for brands and publishers. Since its founding in 2008, NewsCred has grown to a 180+ person team of technologists, journalists and creative content marketers based in New York, London and Dhaka. The company is funded by leading investors including Mayfield Fund, FirstMark Capital, Greycroft Partners and IA Ventures. Prior to NewsCred, Shafqat was a Vice President at Merrill Lynch, running technology teams in NYC and Geneva, Switzerland.
JR is the CCO of Evergage, leading the Customer Success organization and post-sales operations. Prior to joining Evergage, JR headed sales and service before being promoted to CCO at Kampyle, a leading customer feedback and “voice of the customer” solution provider. Ranger was also a top executive overseeing professional services during his seven-year tenure at LivePerson, a behavior-targeted online chat company, where he helped grow revenues from $6M to $140M. JR earned his BA from the University of Massachusetts, Amherst.
Larry started working at an early age in the family business –a successful high fashion shoe retail chain. During his formative years, he was exposed to all aspects of this business and set the stage for his future endeavours.
After completing his MBA, Larry joined National Trust in Montreal, Quebec where he worked in various capacities until promoted to Manager, Corporate Trust, Quebec region. In 1990 Larry moved to Toronto and joined Footprint Software, an early leader and pioneer in financial solutions. He became part of the Footprint management team . The company was acquired by IBM.
In 1993, Larry founded Fitech, where he and his team began innovating sales solutions for the financial industry and building some of the first web based planning products integrated with CRM and accompanied with training. Many leading applications for financial services including some of the first web based and mass marketed programs were developed through Larry’s vision.
Fitech was acquired by CGI in 2000.
In September 2003 BLUERUSH was created with the mission to create the ultimate customer experience. Over the years, BLUERUSH has applied their expertise in advanced digital solutions to many of North America's leaders in financial services, health organizations and CPG. Today, Larry and the many talented people at BLUERUSH help brands grow their customer relationships to stay ahead of the game. BLUERUSH leverages digital, big data, analytics and technology to provide the right offer to the right customer at the right time. The BLUERUSH product ecosystem in combination with services takes personalization to the next level.
Jason Alexander is an experienced digital, mobile, product and innovation leader with proven success working in mobile payments, financial services, telecommunications, design, and consulting.
At JP Morgan Chase, Jason is one of the leaders of the Chase Digital team as the head of Digital Platforms--Chase.com and the Chase mobile app. He is helping the firm develop highly engaging experiences on digital channels blending innovation with process development
Before joining JPMorgan Chase & Co., Jason was the Vice President of Product Development at American Express focusing on the products built on the Serve Platform as part of the Enterprise Growth Division. He also drove a transformation to Agile product development to produce significant gains in throughput and efficiency.
Jason's other experience includes Nokia, IDEO, Virgin Mobile USA, and Sapient.
Stu Siegal is a media professional with over twenty five years of experience in broadcast, corporate, and new media storytelling. Stu has created video content for nearly every major network and studio, including ABC, CBS, Fox, Paramount, Warner Brothers, Discovery, Sony, and The Simpsons and many more. In the corporate and digital arenas, Stu has created online and rich media programming for clients such as Toll Brothers, Eaton Vance, BNY/Mellon, and many other prominent brands.
As head of VLCreative at VideoLink, Stu leverages his passion for all aspects of the visual storytelling process to help brands create successful online video content strategies in the rapidly evolving digital environment.
With over 25 years below her belt in User Experience Design and Creative Direction for digital products, Josephine has spent the past 10 years focused on leading design teams for Financial Services companies.
Josephine has created multiple design solutions ranging from complex desktop and mobile applications to full product sites, and has established visual languages, data visualizations and design systems for complex data. Her work at Thomson Reuters provided Portfolio Mgrs., Investment Bankers and Wealth Advisors with improved research and analysis tools as well as intuitive interfaces for managing large books of business.
In her current role she focuses on the Institutional portfolio of business for Fidelity Investments specializing in providing improved user experiences across a suite of products targeting financial advisors, broker dealers, traders and home office service reps. Josephine’s recent focus has been on a ‘Multi-Device Strategy’ and discovering how complex data within traditional desktop applications responds and adjusts when displayed across a multitude of form factors.
In her leadership role at Fidelity, Josephine has created and developed the UXD (User Experience Design) Intern Program to help further educate aspiring young talent and serves as a mentor on the Women’s Leadership team.
At Lincoln, Alok is charged with building and leading the Consumer and Marketing Analytics function, to transform Lincoln's Marketing, targeting, messaging and customer experience strategy to be more consumer oriented. His function will be responsible for identifying effective strategies for engaging and marketing to consumers, building and owning consumer data systems and running data analytics for targeting consumers. The group will also create a “test and learn” capability that will support multiple business units.
Prior to joining Lincoln, Alok held the position of Vice President, Head of Cross Channel Analytics with JPMorgan Chase, where he developed key capabilities such as digital marketing measurement, cross-channel marketing attribution, customer journey analytics and a marketing big data platform. He also previously served as Vice President, Head of Analytics Center of Excellence for GE Capital, where he led the set-up of in-house analytics for their Retail Consumer Finance division.
Jason is a respected technology industry veteran with more than 17 years of experience in the enterprise software/SaaS space. He is currently Infor Vice President and General Manager, responsible for the vision and execution of the Customer Experience Suite.
I am the Director of Paid Search at the Finance Marketing Group. I have been working in the Digital Marketing industry since 2011 right at a peak time for SEO and digital marketing to take a huge leap. I have received extensive training in linkbuilding, analytics, pay per click advertising, online reputation management, and social media marketing efforts by some of the search engine marketing industry's leading professionals. I am also Google Partners Certified in both Adwords & Analytics. I solely work with financial services companies in helping them develop an online presence, as well as real time leads for their business.
As Chief Marketing Officer at Direxion, Andy leads all marketing efforts focusing on building brand and product awareness and customer loyalty.
Prior to joining Direxion, Andy was the Director of Distribution Channel Marketing for MassMutual Financial Group’s Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and strategic marketing roles.
Andy is a graduate of Miami University in Oxford, Ohio, and has earned a Masters of Business Administration from the F.W. Olin Graduate School of Business at Babson College.
Alletta Emeno is senior vice president of Marketing for Meridian Bank. She oversees marketing and retail and brand strategy for Meridian, a community bank in the suburbs of Philadelphia.
Alletta, who joined Meridian in 2015, is leading the creation of the bank’s “branch lite” model, which involves bringing together the best of community banking with online banking to create a superb customer experience. Her areas of responsibility include retail banking, brand management, advertising, product development and customer experience.
Prior to joining Meridian, she lead the Strategic Insights group for Beneficial Bank, where her role emphasized product development, market research, marketing strategy and data analysis. Until 2008, Alletta worked outside the banking industry as an award-winning reporter for The Philadelphia Inquirer for 12 years, leading the paper’s computer-assisted reporting unit.
Alletta is the former president of the PennJerDel Bank Marketing Association.
She is a graduate of University of Miami with a B.S. in Communication with a focus in journalism and international and comparative studies.
Tim Brigham is a seasoned entrepreneur and "bootstrap executive" with more than 20 years of experience in creating and building digital content and software companies. After playing key roles in both corporate and start- up marketing organizations, Tim took his knowledge of content and communications to professional web services in 1996 -- where he built a full-service web development agency from the ground up that flourished in the higher education and financial business sectors. In 2008, he co-founded dotCMS, a software company that has become the home of one of the fastest growing Java-based, web content management platforms in the marketplace today. Tim’s ability to assemble and lead talented individuals; forge and enable strong relationships and then, have the common sense to get out of the way -- has been the hallmark of his success.
As CTO, Adrian Newby develops and executes Crownpeak’s strategic technology roadmap. He is the integral force that propels the company’s vast portfolio of fully integrated products and trusted services to anticipate and surpass customer wants and needs. Adrian is also in charge of Crownpeak's Advanced Solutions practice area which identifies and champions emerging industry technology trends to best support sales and marketing initiatives as well as customer engagement.
Education: BA - Business Administration, Manchester Metropolitan University
Rich Gans is Director of Social Media at AXA in the U.S., a leader in providing wealth management, life insurance and annuity products. In his current role, he oversees the company’s enterprise social strategy and social media policies and executes initiatives that use social media to enhance the customer experience, drive brand awareness, increase business value, and safeguard brand reputation. That’s his job description; his passion is helping transform the organizational culture to make people feel more informed and comfortable with social media. To achieve that goal, he manages all employee-focused social media training in addition to the U.S. social employee advocacy program. Prior to joining AXA, Rich was the head of social media for Forrester Research. Before that, he held roles focused on customer experience, market research, and business analysis at Forrester Research, Jupiter Research, and IBM.
Rich holds a Bachelor’s degree in Information Systems from Yeshiva University’s Sy Syms School for Business. He currently lives in New Jersey with his wife and 4 children. Follow Rich on Twitter @Richard_Gans.
Laura Andersen, VP, Strategy – Financial Services for Bluespire Marketing, has more than 15 years of experience in traditional and digital marketing. Her expertise includes omni-channel customer experience design and spans agency, non-profit, private and public sectors.
Prior to joining Bluespire, Laura worked with clients to improve customer experience using a service design approach. Laura spent her time as a consultant expanding her knowledge and skills in the field of service design through conferences, research, workshops and hands-on training. She’s advocated for the inclusion of design thinking principles in government service development and has partnered with local and state governments to collaborate on service design projects.
From pre-consideration to reconsideration, Laura is committed to helping clients find meaningful improvements through the entirety of their experience, and to do so in responsible and sustainable ways.
Paul Rudwall is a SaaS software and digital marketing veteran who has spent his career in marketing and sales roles at industry leaders including Invoca, Responsys, and SuccessFactors. In his current role as Head of Product Marketing at Invoca, Paul is responsible for go-to-market strategy and field enablement for Invoca’s call intelligence platform. Prior to Invoca, Paul held roles in both sales and marketing at Responsys, where he led product marketing for all mobile products (acquired by Oracle for $1.6B), as well as SuccessFactors (acquired by SAP for $3.4B).
Guy Schneider is an industry recognized digital marketing thought leader with more than 15 years of enterprise content management software expertise. Guy joined e-Spirit, Inc. in April 2014 as Vice President Sales North America and is responsible for all sales, presales and partner activities, and actively works with Marketing, Professional Services, Customer Support and Product Development teams to fulfill customer ambitions and expectations. Before joining e-Spirit, Guy was Vice President Sales for SDL and worked prior at Tridion, RedDot (OpenText), Vignette (OpenText), Epicentric and Selectica.
Gil currently leads digital strategy for one of Merkle’s Fortune 500 banking clients. Prior to joining Merkle, Gil was head of strategy for financial services at Rocket Fuel where he helped marketers leverage programmatic media buying and data management solutions to achieve their business goals. Through a seven-year tenure at Citigroup’s consumer credit card organization, Gil held a variety of leadership positions across integrated marketing, product management, and marketing strategy. Prior to Citigroup, Gil worked at Beyond Interactive (now part of Mediacom), where he oversaw analytics and digital media optimization for a number of accounts across industries including financial services. Gil also held database marketing and technology roles at AT&T, Verizon Wireless, and Bigfoot Interactive (now known as Epsilon). Gil has an M.B.A. in Marketing, Strategy and Finance from the University of Rochester, as well as a B.S. in Finance and MIS from SUNY Albany.
Andrew is a co-founder of idio, a predictive marketing platform that turns content into intelligence for clients such as JP Morgan, OpenText, and Unicef, with offices in London and New York. He previously co-founded a digital agency that built high-scale social media analytics systems for clients including O2, ITV and Number 10, and worked for Deloitte Consulting in their TMT division. When not writing in the 3rd person, he has a bias for action, enjoys working with problem-solvers, loves outdoor fun with his young family, and relishes being the underdog.
David Rubinstein leads the Salesforce Pardot Financial Services business. Working with thousands of Financial Services Marketers across US and Canada, David and his team help companies leverage the power of automation to drive their business. David has 15 years of digital experience. Prior to Salesforce he led sales at mGage which was acquired by Blackstone. David also has experience at startups (Telephia was acquired by Nielsen) and spent time at Yahoo as well. David has a BA from Colgate University and an MBA from Babson.
Robert Krugman is Head of Digital Strategy for Broadridge Financial Solutions. In this role Robert is responsible for developing strategies and introducing new solutions that will enable the financial services industry to migrate to and take advantage of digital solutions and channels to communicate with clients and other industry participants. Robert has more than 20 years of experience in technology, business and product strategy developing innovative new solutions with a focus the financial services industry, most recently in positions that leveraged his expertise in customer experience, process automation and financial data. Prior to joining Broadridge, Robert served as a Vice President with TheMarkets.com and a Senior Vice President of Product Development with Edgar Online Inc. In these roles, Robert was responsible for setting the strategic direction and implementing new products leveraging XBRL and other schematic technologies. Prior to joining Edgar (R) Online, Robert was a Consultant with Razorfish. Working primarily as a Consultant to the financial industry, he assisted clients with product / technical strategy and deployment. Robert holds several patents and is a frequent speaker at industry events on the use data and digital channels in developing communication strategies. He is a graduate of SUNY Oswego.
Marc Lamoureux is CEO of Veriday. Marc is responsible for leading the organization's strategic development. During his tenure at Veriday, Marc has led the organization through two product launches and over ten years of progressive growth including several landmark projects for Google. Veriday’s flagship product, Digital Agent, is an innovative digital marketing tool developed to solve Financial Institution's compliance and branding challenges.
Sheri Gilchrist is the Managing Director, Global Head of Marketing Services for BNY Mellon Investment Management, a global investment management company with over $1.7 trillion in assets under management. She overseas global marketing services, digital operations and marketing infrastructure management and with the goal of turning marketing into a revenue driver.
An expert on financial advisor targeting, multichannel analytics and investing behavior across Brokerage, IFI, RIA’s, Wealth Management, Retirement, Retail and Institutional channels, Sheri brings the newest advances in customer database management, digital, and analytics to support sales objectives: getting the little data right in big data analytics for high growth organizations.
Gilchrist is also a longtime supporter of financial literacy and has provided counsel to the Social Security Administration and the National Bureau of Economic Research in support of financial education and wealth management programs targeting aging baby boomers and millennials. Prior to joining BNY Mellon, Sheri was the Global Head of Relationship Marketing for Eaton Vance Management, a leading asset management firm with over $300B in AUM.
Ms. Gilchrist is a frequent speaker and contributor on the topic of CRM, digital and data transformations featured in ANA Magazine, CRM Magazine, DM News, FC Business Intelligence, Ignites, Target Marketing, Investment Adviser, Journal of Digital Banking and USA Today.
Tom is an accomplished Digital Strategist, with over 25 years of experience in the Insurance and Financial Services industries in roles ranging from product development, to marketing and communications, as well as in technical delivery. Tom’s passion is leading transformational change initiatives to help organizations take advantage of opportunities both created and demanded by customers in the emerging digital space. Leveraging Customer and Employee experience optimization as the primary drivers for aligning Branding, Marketing, Technology and Data to deliver measurable digital business results.
Most recently Tom was Vice President – Digital / Marketing Technology for New York Life where he was directly responsible for the Corporate Digital Strategy, Lead Generation, public web sites, employee intranets and served as the business owner for the Corporate Digital Marketing Platform. Prior to that Tom was Vice President eBusiness at AIG where I lead a team that supported global digital efforts in the form of websites, email marketing and display advertising campaigns. Tom’s focus is on working across disciplines in an organization to unlock the potential of an organization and its people. Tom lives in Westchester County NY with his wife and three children, and spends his free time as a youth soccer coach.
Robert brings more than 20 years of financial services experience – managing teams in marketing, sales, research and product development. He joined SiriusDecisions in February 2015 and has a truly global understanding of the challenges facing marketing and sales leaders across the financial services industry. Robert has managed sales and marketing organizations based in Latin America, EMEA and North America, specializing in implementing data-driven strategies to enhance institutional sales and marketing operations in asset management, capital markets and investment banking.
Prior to joining SiriusDecisions, Robert was a managing director at Asas Capital, a global asset management firm specializing in emerging market equities, real estate investment and private equity. While in this role he managed the strategic rationalization of the product portfolio and developed data-driven campaigns targeting the institutional investor market. Before Asas Capital, he served as managing director of Al Mal Capital’s equity brokerage operations, initiating the emerging market brokerage’s agency partnerships with companies such as JP Morgan Chase, Credit Suisse and Morgan Stanley.
Amy McIlwain is Global Industry Principal at Hootsuite, the world’s largest social relationship management company with over 13 million users worldwide. She has appeared on FOX, CBS, ABC, and NBC as a social media expert, and delivers keynote presentations to financial service organizations around the world.
With over 15 years experience in digital marketing and as founder of Financial Social Media, Amy’s presentations draw on her immense experience helping Fortune 500 banks, financial and insurance companies, operationalize social media to drive revenue, decrease expenses, and manage risk.
She is a regular contributor to InvestmentNews, The Wall Street Journal Online, ThinkAdvisor, and in 2014 she was named by LifeHealthPro as one of the 24 Most Creative People in Insurance. In addition, her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller on Amazon.
Janice Diner is the CEO and Founder of Horizn, launching the company 5 years ago with global technology brands. Her creative vision and determination led to the development of a self-funded, profitable, world-class software-as-a-service company. Horizn enables Financial Institutions to grow digital adoption and bring disruptive technology to market by inciting knowledge in employees and customers. Janice brings more than 20 years of leadership and creative technology executive experience to the company.
Janice spent the early part of her career in leading Agency roles blending senior creative leadership with business technology. She is an award winning Creative Director, an accomplished speaker, a pioneer agency brand builder and was part of the original Canadian Facebook team. Janice served as an advisor at the MaRS Discovery District for 6 years helping early stage tech companies commercialize, and served as a judge for the Cannes Advertising Lions.
Over her career she has held many c-suite roles and has built software with enterprise global clients such as, Motorola, Lenovo, Motorola, Google, PlayStation, Royal Bank of Canada and TD Canada Trust.
Justin Guttman is the Head of Sales at NewsCred, the world's leading content marketing platform. Justin oversees sales to customers in the financial services industry and manages a global sales team. He is responsible for negotiating and selling complex SaaS based solutions to the some of the biggest financial brands in the world including Prudential, Fidelity, Bank of America, USAA, The Hartford, Discover, Visa, New York Life, AIG and PNC. Prior to NewsCred, Justin was the Integrated Sales Director for Digital First Media, one of the nations top 5 news-content producers. Justin resides in New York City and graduated from Lehigh University.
Mike has been with Experian Marketing Services since 1998. During this 18 year tenure, he has held roles across account management, sales, management, operations, and delivery functions within Experian Marketing Services. Today he serves as Client Success Director, providing strategy and guidance to some of the most sophisticated email and cross channel financial services marketers in the industry. Most recently, Mike served as Vertical Markets Director for Financial Services, focused on shaping offerings to align with and understanding needs of financial services marketers. Previously, recently Mike has also served as Strategic Client Director and Director of Client Services, supporting a team delivering cross channel and email services to a large portfolio of clients. Prior to that, Mike’s assignment was as an Account Director within Data Management Services, engaging clients with hosted database, linkage, analytical, and multi channel campaign services. Over the years Mike has worked with and consulted for top brands across several verticals including Walmart, J. Crew, ServiceMaster, Williams-Sonoma, J. Jill, and many others.
Mike thrives on establishing deep trust with clients & helping them solve complex business problems with solutions sourced from across our full portfolio. Of particular interest is the attribution relationship between online marketing efforts and offline or branch purchase behaviors. Mike holds a degree in Marketing from Northern Illinois University, is a regular conference speaker, and is a competitive tennis player. He lives with his wife Michelle (a mental health counselor), his daughter Angela (10) and son Andrew (4) in Naperville, Illinois.
Chad Tully is responsible for growing Twitter’s partnerships with leading Financial Services brands in the US. He joined the company in 2010 for the launch of Twitter Ads, and later led the Telecom and Dining partnership categories. Prior to joining Twitter, Chad was a Client Partner lead at Google and YouTube for five years.
Chad earned a BS in Political Science and Government from Trinity College - Hartford. He resides in Ridgewood, NJ with his wife and two children, and is @chadtully on Twitte
Aundreia T. Heisey is Director of Product Marketing, Financial Services at Seismic Software. She joined Seismic in May 2016, bringing with her more than 13 years of industry experience in marketing, client service, and business development, including tenures at AllianceBernstein, Citi Alternative Investments and Robeco Investment Management. She graduated magna cum laude with a B.A. in Political Science from Pace University in New York City.