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Speakers

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Henry Detering

Chief Marketing Officer

Neuberger Berman

Katy Dugal Simpson

Chief Marketing Officer – The Callaway Black Group

Northwestern Mutual

Vickie Sherman

Chief Marketing Officer & Senior Vice President

Pacific Premier Bank

Carolyn Sakstrup

Chief Growth Officer

Thrivent

Angela Giombetti

Chief Marketing Officer

Wealthspire Advisors

Brent Korte

Chief Marketing Officer & Senior Vice President

Ameritas

Kate Brown

Chief Marketing Officer

Insurely

Brian Clark

Vice President, Marketing & Communications

Aspida

Kate Purdy

Vice President, Marketing & Digital

Signal Financial Federal Credit Union

Allison Yazel

Vice President, Marketing

Manna Tree

Eric Pierni

Director, Digital Marketing

RBC Global Asset Management

Ashley Cheretes

Director, Generative AI

Prudential Financial

Emily Stewart

Director, Digital Marketing & Analytics, Growth Strategies

Meritrust Credit Union

Sarah Weddle

Head of Brand Marketing

Harbor Capital Advisors

Sarah Madden

Growth Marketing & Communications Lead

BOXX Insurance

Lynn Teo

Chief Marketing Officer

Northwestern Mutual

Walter Agumbi

Managing Director, Global Head of Content & Product Marketing

Goldman Sachs Asset Management

Judy Edelson

Chief Marketing Officer

Apple Bank

Andy O’Rourke

Chief Marketing Officer

Direxion

John Renz

Vice President, Head of Creative, US Businesses

Prudential Financial

Rejeesh Ramachandran

Senior Vice President, Head of Marketing Transformation, Technology, Analytics & Personalization

TD Bank

Jeff Wilson

Senior Vice President, Head of Marketing – Business, Corporate & Investment Banking

Citizens Bank

Martiña Gago

Senior Vice President, Head of Content Strategy, Personal Banking & Wealth Management

Citi

Mitch Rose

Executive Director, Digital Strategy - Content

J.P. Morgan

Abel Flint

Vice President, Brand Marketing Lead - J.P. Morgan Payments

JPMorgan Chase & Co

Alex Hachey

Vice President, Director of User Experience Design

T. Rowe Price

Jacob Holtgrewe

Global Head of Digital Marketing & Media

TIAA

Emily Childers

Head of Growth Marketing

Credit Karma

Allison Knightly

Marketing Director, Head of US Paid Media

Columbia Threadneedle Investments

Lisa Zakrzewski

Chief Marketing Officer

Leverage Retirement

Dwight Flenniken

Chief Marketing Officer, Executive Vice President

Sunwest Bank

Amelia Stephens

Director, US Retail Marketing

AllianceBernstein

Kristen Carloni

Global Head of Business Proposal Team

Aladdin, BlackRock

Katherine Lucas

Head of Marketing & Commercialization

State Street

Will Obre

Head of Marketing & Communications, Americas

AXA IM

Jeff Jones

Head of Digital Marketing

AXA XL

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