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.
Jeff Greenfield is the co-founder and Chief Attribution Officer of C3 Metrics. As the chief architect of the platform, Greenfield worked directly with the former CEO and Chairmen of Nielsen to solve advertising’s Attribution problem.
Greenfield’s history of technology and marketing initiatives have served blue-chip clients including GlaxoSmithKline, Kimberly-Clark, Sony BMG, Black & Decker, Forest Labs, Plum Creek, and more.
Prior to co-founding C3 Metrics, Greenfield was a recognized thought leader in the area of Branded Content as the publisher of Branded Entertainment Monthly, a joint effort with VNU Media, detailing industry statistics, gaps, and trends. He’s been a featured speaker at NAPTE, The Next Big Idea, and a news source in The New York Times, The Washington Post, The Wall Street Journal, ABC, CBS, CNET, and Investor’s Business Daily.
Greenfield studied Biochemistry at the University of Maryland, holds dual degrees from Southern California University of Health Sciences and is an instrument-rated pilot
Leslie earned her MBA from the Wharton School at the University of Pennsylvania and has a bachelor's degree in economics from UCLA. When not working, she enjoys getting outdoors to walk her dog, run, hike and play tennis.
Daniel Allocca is the Global Head of Brand and Demand Generation at Nuveen where he is a Senior Managing Director in the New York Office. He is responsible for the firm’s brand, creative and advertising strategy and has oversight over design, multimedia, media buying, analytics and demand generation activities.
Graham Aikin has worked in the wealth management industry for over 15 years (primarily as a senior private banker with Coutts & Co in London) and for the last 7 years has been running his own consultancy that provides social media and business development advice to wealth managers, private banks and asset management firms. He has trained over 5,000 advisors to date in the UK, US and Switzerland, and his clients include 8 out of the top 10 largest wealth managers in the UK. He is currently working with the likes of UBS, Julius Baer, Barclays Wealth and Raymond James UK. He is frequently quoted in the wealth management press and has written numerous articles on the power of LinkedIn for financial services professionals.
As VP of Marketing, Ashley is responsible for continually expanding the global audience and market for Adthena’s groundbreaking search intelligence solutions. He joined Adthena from Criteo, where he led the product marketing team launching its Predictive Search product, an automated performance solution for Google Shopping in the US and EMEA. Prior to Criteo, he headed up marketing for finance and insurance comparison products across global markets at Google. In his 5 years at Google Ashley also working for the broader Search Ads Team, including Google Shopping, and Google Express products. Ashley’s career began on the agency side at Coast Digital, and he holds an MSc in Global Marketing and attended Wharton's Mini-MBA Program for Executives.
Justine Melman is an accomplished and passionate customer experience leader who has spent two decades delivering cutting-edge digital marketing, user engagement and social media programs for major global and Canadian brands. Justine got her BA in Psychology from Western University, then began her career launching MyVirtuaLife, an innovative entertainment/loyalty startup. From there, she honed her expertise as a consumer marketer with roles at Holt Renfrew, The Globe and Mail, eBay Canada, Ally and Yahoo! Canada. With her move to Cineplex, Justine focused on helping the company evolve its digital transformation strategy to enhance the customer experience. Currently, as VP of Marketing & Communications at Flybits, Justine leads efforts to advance brand, marketing and customer experience strategies.
Chase has been studying people and cultures for years. After graduating with an anthropology degree from UVA, he went on to business school with an MBA graduating on the Dean's List at Crummer Graduate School of Business at Rollins College. Chase has been leading the financial services team at NewsCred for 5 years now - the team focuses on deploying enterprise planning and collaboration software, content, and services for Fortune 1000 companies.