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With extensive experience in global risk management insurance solutions, Marianne has held many key client relationship roles during her career. Since leaving Norway in 1999, she pursued an international career. After completing BA at Washington State University, following two masters in business and marketing in Australia, she joined a Global insurance brokerage firm in New York City. To provide additional value to clients and the Private Equity community, she founded KONTAKTSOURCE, a unique forum to support private equity deal flow and origination. Marianne has a passion for helping other women achieve career success, and founded the Growthsource Academy, a not-for-profit organization, to help New York City women achieve independence through entrepreneurship. Growthsource Academy now supports women with workshops, mentoring and coaching worldwide. Prior to the inception of the Growthsource Academy, she also founded the Risk Leadership Development Program for Young Women at St. John’s University.
Tim Rickards leads activation and engagement efforts for self-directed investors and traders at Schwab. His team connects with clients throughout their time with the firm, using a combination of automated and ad hoc campaigns based on numerous behavior-based segments.
Tim joined Schwab in 2003, where he has held various marketing roles within the company supporting Schwab’s retail and institutional businesses. Before that, he worked at Arc Worldwide, Grey Advertising, McCann Marketing, and Financial Engines, where he developed a campaign strategy and/or creative content for online, print and broadcast efforts.
Winnie was previously First Vice President of Wealth Management, Senior Investment Manager Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young tam was a premier leader in managing client portfolios and providing professional customized service, Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council.
Head of marketing for two business financing brands, Yalber (USA) and Got Capital (UK). He is nominated in the 2019 B2B Marketing Awards (London) for Marketer of the Year. He was nominated as a finalist for 2018 Marketer of the Year in the International B2B Awards (London), The 2018 Drum B2B Awards (NYC), 2019 Drum Marketing Awards USA (NYC). IAC Awarded Yalber's online campaign the best financial services online campaign for 2019. ANA Awarded Yalber Royalty Based investment the 2019 Award of Excellence in the Multi-Channel Lead Generation, Small Business category. Kobi was invited to join Forbes as a community council in 2018 and has been writing for them since. Forbes.com articles: https://www.forbes.com/sites/forbescommunicationscouncil/people/kobimeir/#80fa95477cc7.
Kobi has a development, management, and leadership background from companies like Love and Pride, AT&T, SAP, and the Israeli Air Force and extensive experience in marketing and working with LGBTQ organizations in Israel on different projects. Co-Founder of an LGBTQ community support line project. Served as a digital adviser for brands like Ochox, Men in Cities, Drahim Travel, InoTime, Shamir Lenses, and more.