Joe Pulizzi is the founder of the Content Marketing Institute (CMI), the leading educational organization for content marketing, which hosts the largest physical content marketing event, Content Marketing World. In 2014, Joe was honored with the John Caldwell Lifetime Achievement Award from the Content Council.
Joe is a highly sought after public speaker and a 5x author, including Killing Marketing, Content Inc. and Epic Content Marketing, which was named a “Must-Read Business Book” by Fortune Magazine.
After selling CMI in 2016, Joe spends his time with his wife and two teenage boys and actively fundraises for the Orange Effect Foundation, which he and his wife founded in 2014 to help children with speech disorders pay for therapy.
Joe loves the color orange and the city of Cleveland, where he’s an active ambassador to the city and a long-time season ticket holder of the Cleveland Browns. You can find Joe on Twitter @JoePulizzi.
Kathleen Fetters has been a digital marketer for 20 years working at Fortune 500 companies such as Hewlett Packard, Sun Microsystems, and ThermoFisher Scientific. From day one, she has been on the ground floor launching new global digital marketing efforts for these brands. Taking her previous experience as the Chief Listening Officer at HP, Kathleen has been charged with developing and managing the first social listening and digital relationship building programs at First Republic Bank. In this role, Kathleen is analyzing and establishing the brand’s social engagement impact with key audience and developing client and industry insights to influence strategic data driven decisions and identifying digital relationship building opportunities across the business.
As Marketing Services Program Manager for BNY Mellon Corporate Marketing, Donna manages multi-faceted marketing and communications programs for enterprise-wide initiatives to promote the brand and enhance client engagement, including BNY Mellon’s ARVR app, Experience BNY Mellon.
Joining BNY Mellon in 2011, Donna brought to her role extensive experience from over 20 years in financial services marketing having managed branding and client communications for institutional banking and transaction services businesses at Citi and JP Morgan Chase such as:
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.
Jason Schneider enables Resonate's clients and prospects to develop, improve and execute marketing strategies to convert today’s rapidly moving consumer targets. He’s instrumental in helping clients get a significant return on investment from the time they start using the Resonate Platform and data, and as their strategies evolve and they plan for new launches.
Jason has spent 12 years working with B2C brands and agencies, focusing on consumer analytics to drive business and marketing strategies. At Resonate, he has helped develop best practices to leverage the SaaS platform’s unique combination of consumer research, activation and measurement capabilities. It comes from a rich data set of 175 million US adult profiles consisting of the who, what, when, where and why of consumer desires and choices. Jason’s goal is to always develop growth strategies for clients regardless of their brand’s age or stage.
Before joining Resonate in 2016, Jason was chief revenue officer at Offerpop (now Wyng) and held leadership positions in sales and business development at Clarabridge. His background also includes stints at Comverse Kenan Billing Solutions, CSG Systems and Lucent Technologies.
Jason has a bachelor's degree in English communications from Fairleigh Dickinson University
Prior to joining RedPoint Global As Worldwide GM of CX, Dennis served as the first Chief Customer Officer for Bank of America, Merrill Lynch and Allstate. Dennis is known as a CX industry pioneer and innovator, having been there "from the beginning" in CX. He has won multiple industry awards and is author of bestseller The Customer-Transparent Enterprise, which was nominated for the Forrester Groundswell Award. Dennis is considered a visionary & futurist on next generation CX business models that allow Brands to differentiate and compete on the customer experience by integrating & optimizing the customer journey across marketing, sales & service.
Nikoletta (Niki) Vecsei Harrold is the Director of Communities Strategy focusing on Social Media Marketing, Social Customer Care and Community building at Transamerica. She has over 5 years experience in driving customer focused digital innovation with enterprise level and start-up companies alike. Originally from Europe, her decade long tenure in digital marketing spans across 2 continents and several industries including tech, retail and financial services. An avid advocate for breaking down collaboration silos to enhance customer experiences and connecting people with content, she blogs regularly on LinkedIn or her website: www.contentpotluck.com and on LinkedIn.
Rob Russini serves as Senior Director of Marketing for Hudson Heritage Federal Credit Union. Rob has overseen marketing and communications for the credit union since January 2018 and additionally, has helped spearhead special projects around innovation, collaboration, customer experience, and strategic planning.
Prior to joining Hudson Heritage Federal Credit Union, Rob held management roles in both the energy and financial sectors, including within retail banking for several financial institutions. Rob has also held several advisory board positions in the educational and non-profit sectors throughout the tri-state area. Rob holds an MBA in Marketing from Babson College and is finishing a second Master Degree in Integrated Marketing Communications through Northwestern University.
Rob’s research and interests lie in marketing strategy consisting of integrated marketing and branding through innovation and personalization. Rob is a member of the Forbes Communication Council and has spoken on topics consisting of branding, digital marketing, customer experience, segmentation, marketing analytics, and strategic marketing.
Kerry-Ann has been a financial services marketer for over 15 years, leading the marketing function at major financial institutions in her home country, Jamaica. A firm believer in the need to create out-of-the-box brand experiences to drive deeper consumer engagement and create the win for brands, her current role as Group Chief Marketing Officer, at JMMB, includes the overall leadership of marketing strategy development and execution, including digital marketing and customer insight management. She has an MBA in Marketing fromOr the Robert H. Smith School of Business, University of Maryland, College Park, Maryland.
Maria Belmessova is an established digital marketing leader, with a record of delivering innovative, creative, and strategic solutions with ROIs that exceed industry standards. Maria has been integral to the growth of several national and global brands, and now serves as Digital Marketing Manager at PayPal Canada where she has driven exceptional results and high levels of consumer engagement. Maria is a “digital native”, with experience in traditional and digital marketing, and deep expertise in the technologies driving these industries today. From developing strategy to implementation of tactics, Maria builds full-funnel integrated marketing plans that grow businesses and open new markets.
Maria holds a BA in Marketing, Market Analysis and Research, is a graduate of the Rotman School of Management Executive Program, and a frequent presenter at digital marketing events and workshops.
As Vice President, Marketing, Ms. Gauci is responsible for increasing brand awareness and affinity, driving originations growth through digital and direct to consumer channels, and supporting sales teams in their efforts to expand HomeEquity Bank’s reach through banks and mortgage broker channels.
Ms. Gauci joined HomeEquity Bank in 2015 and has over 18 years of experience in global financial services companies and in marketing consultancy.
Ms. Gauci graduated from York University with a Bachelor of Business Administration and she also holds a Masters of Business Administration from Schulich School of Business.
With over 20 years of a progressive, successful career in direct, digital, affinity and brand marketing within the financial services industry (protection and wealth), Dawn has figured out what she enjoys doing and what she’s good at – and fortunately they match! Essentially her goal is to measurably improve marketing and customer experience results, working alongside people she respects.
Dawn is currently VP of Marketing and Direct Distribution at Lawyers Financial, an organization dedicated to providing high-value investment and insurance solutions exclusively to the legal community across Canada. Prior to this, Dawn worked at major Canadian financial institutions including KPMG, Manulife/John Hancock and Sun Life, in Canada and Asia.
An avid golfer and NFL fan, when not working, she is traveling to try out a new course or visit a new stadium.
Fate Saghir began the development of the Market Strategy & Innovation mandate in January 2018 for the IGM Financial group of companies. In this newly created role, Fate is spearheading the innovation agenda by introducing news ways of working and enabling change management to mitigate future disruption and embracing new growth opportunities. Her efforts extend from strategic development to tactical implementation with focus on executive buy-in, strategic shifts to the culture and ongoing demonstration and marketing of the value of innovation. Fate’s team is also responsible for the implementation of fact-based decision-making through research, strategic insights, and activating segmentation. Fate joined the IGM group of companies through Mackenzie Investments in February of 2017 to lead the Client Experience & Engagement team. In her short period in this role, Fate led the development and launch of Precision, an intuitive investment analytics technology that assist financial advisors in the research and analysis of Canadian investments.
Prior to joining IGM Financial, Fate held various roles at Manulife which included Cross-sell Strategy & Development, Retail Strategy & Business Development, and Product Management. Fate has also held positions at MetLife and Lafarge.
Fate worked internationally in Dubai, UAE and Virginia, US fueling her diverse experience. Fate’s strengths extend to finding unique ways to uncover business value, developing effective strategies, and working experience in the technology space. Her commitment to diversity and inclusion in the workplace is exhibited through her participation in mentorship programs such as Women in Leadership. Fate is also an advocate of child and youth rights supporting organizations such as Covenant House Toronto and sitting on the Board of Directors for Future Possibilities for Kids.
Fate has a Bachelor of Commerce from the University of Windsor and is a Chartered Professional Accountant (CPA, CMA).
Please note: IGM Financial is the holding company of Mackenzie Investments, Investors Group, and Investment Planning Counsel.
Andrew is a co-founder of one of Veriday’s flagship products, Digital Agent, a marketing automation platform for financial and insurance professionals. His mission is simple: maximize adoption, optimize marketing productivity, and help set my clients on a path to measurable success through digital transformation. As the VP of Product Management at Veriday Inc. he drives the strategy and vision of Digital Agent.
Randi serves as Chief Marketing Officer for Cross River, where she leads brand strategy, PR, omni-channel marketing and sales support. Previously, Randi spent 26 years at American Express in a variety of digital marketing roles. Her most recent was VP, Brand Strategy and Innovation where she oversaw the relaunch of the OPEN brand, the small business division of American Express. She also ran all digital channels including OPEN Forum, an online community for small business owners. In this capacity, Randi also ran the award-winning Small Business Saturday for two years.
Throughout her career, Randi has applied customer-first principles to complex business problems and has a track record of driving efficiencies in brand, acquisition and loyalty. Randi earned a Bachelor’s degree from Tufts University and resides in Tarrytown, NY with her husband, three sons, her dog Snoops, and bird Woodstock.
For the past two decades, Rob Krugman has been dedicated to innovating new solutions to help businesses get the most out of emerging digital technologies. Today, as Chief Digital Officer for Broadridge, Rob leads digital strategy and innovation to ensure banking, telecom, utility, insurance, and healthcare brands are engaging with their customers where consumers already frequent online. By supplementing traditional communication channels with new and emerging digital ways of engaging, companies can improve customer engagement, reduce business costs and make every touchpoint more meaningful. Rob frequently speaks and writes about the future of omni-channel engagement, consumer preferences, identity management and brand digitization strategies.
Young and his team are responsible for digital technology, mobile and online banking, e-commerce, social media, digital analytics, innovation, and Fintech relationships for Citizens Bank. Young’s 20-year career has seen him as the founder of startup organizations and leading Digital, content, and Marketing for Fortune 500 companies in the consumer goods and financial services industries. Young received his B.S. in Marketing from Penn State University and an M.B.A. in International Business from Winthrop University in South Carolina.
Tony Marlow is the Chief Marketing Officer for Infogroup, based in New York. He is an insights-driven executive and leads all aspects of corporate marketing strategy, brand development and communications for the company.
Prior to joining Infogroup in 2018, he was the global Head and Vice President of B2B Marketing for Yahoo (Oath) – overseeing all B2B Marketing, Marketing Strategy, Product Marketing, Sales Learning, and Sales Insights.
Tony previously led the Sales Insights division at Yahoo and joined the company in January 2010, moving to the US from his native Australia where he led the Custom Research division for Nielsen Online APAC. He is a media/marketing expert with special interest not only in data and digital media, but specifically in helping brands be innovative to make deeper and more meaningful connections with people.
Tony has provided comment for international news articles, television stories and is an active speaker at various digital media conferences.
Additionally, Tony is on the Board of Advisers to social measurement startup SocialStatus.io, he co-founded mobile app development company Appy Dragon (creators of RacerTracer) and serves on the Advisory Council for Colorado State University-Global Campus (CSU-Global) for which he delivered the 2017 commencement speech. He has served on the board of directors for the IAB’s Research Council, IAB Video Center and the Media Ratings Council. He is also an Ironman triathlete in his spare time.
Tony attended the Australian National University and the University of Wollongong, holding two Bachelors degrees (Psychology and Commerce) as well as a Masters degree in Strategic Marketing.
Romeo’s an interesting cat. He spent six years as an international debater becoming North American Champ in 2012. Now he helps banks increase adoption of their digital products as Program Designer & Strategist at Launchfire.
Since 2013, Romeo has helped design employee & consumer-facing campaigns for some of the top banks in North America. He also helped design Launchfire’s new digital transformation platform, Lemonade, which empowers frontline staff with the confidence and product knowledge they need to recommend digital banking tech to customers.
Paul is VP of Enterprise and SMB Marketing at Shutterstock where he runs global demand generation and customer marketing activities, helping brands scale their custom content creation efforts. Over his 15 years in marketing, he's spent time in large matrix organizations and small start-ups. He co-founded Toronto based on-demand food company Feast and helped launch several b2b SaaS companies like Syncapse and Dive Networks. On the corporate side, Paul's focus has been on integrated marketing activities having run marketing-communications at Rogers Wireless and Spin Master Toys. He’s won some awards that sit on a shelf somewhere and he has written things for various publications that his mother is extremely proud of.
Landon has been an active partner at Banzai for more than four years. He oversees business development, orchestrates industry partnerships, and is instrumental in Banzai's strategic product decisions. His background is finance, and he has spent his career helping individuals live debt-free
Jo is a corporate strategist with over a decade of experience in management consulting and corporate strategy at enterprise, business unit and functional levels. Her diversity of experiences across industries gives her a broad perspective on the digital marketing and measurement challenges clients face today. At Ovative Group, Jo leads the Strategy Consulting and Engagement Management team.
Prior to Ovative, Jo was a leader on Target’s Enterprise Strategy team, led financial services client engagements at McKinsey & Company and held project management roles at Goldman Sachs and JPMorgan Chase. Jo has a B.A. in English from Cornell University and an M.B.A. from the University of Chicago Booth School of Business.
Anil Aggarwal is the CEO of Milestone Internet Marketing, a leading provider of digital marketing software and agency services for hospitality, retail and financial services industries. Milestone works with several fortune 500 companies, independent businesses and franchise owners. Anil brings an extensive background in management and technology marketing to Milestone, and has transformed the company into a digital marketing powerhouse. A recent survey of 167,000 Silicon Valley CEOs by Owler Inc, recognized Anil as one of the top 1,000 CEOs in Silicon Valley. Anil has written several articles and technology white papers related to ecommerce strategies and co-authored the book “From Hotels to HTMLs.” Anil is a board member of the HSMAI hospitality association and was recently named one of the top 25 extraordinary minds in the hospitality space. Before Milestone, Anil was co-founder and CEO of Zeevo, a wireless connectivity solutions provider that was sold to Broadcom, a publicly traded corporation. Anil has won several awards including FSA’s Best Financially managed private company award. Anil holds a Bachelor’s Degree in Electrical Engineering from the Indian Institute of Technology in Bombay India, as well as a Master’s Degree in Electrical Engineering from the University of Hawaii and an MBA from the University of Georgia.
Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in digital and traditional media, she leads a firm, now in its tenth year, that designs bespoke marketing campaigns for some of the world's leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition.
April is recognized by IBM as an "Influencer" in wealth management and fintech, and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. She is an annual contributor to the Capgemini World Wealth Report; produces the CFA Institute’s Annual Outlook for U.S. Wealth Management; and speaks about wealth, next-gen, and fintech at conferences in the U.S., Europe, Asia, and Africa.
April has created an extensive repertoire of thought leadership that has appeared in Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report, Fundfire, Wealthmanagement.Com, and heads the editorial board for NexChange, a global fintech start-up based in Hong Kong. A member of the WealthBriefing/Family Wealth Report editorial board and The Asian Banker’s Wealth and Society Programme, she also serves as a judge for the FT Wealthtech awards, Family Wealth Report’s Annual Wealth Management Industry Awards, and Canada’s Wealth Professional Awards.
April is the mother of two sons who are quick to point out that they considered her an influencer well before IBM did.
Based in New York, Rich is a digital marketing executive whose passion is media and technology. He currently serves as Head of Marketing for PX, the customer acquisition platform, and is an Associate with No, No, No, No, No, Yes, a creative boutique in Tel Aviv. His previous leadership roles include start-ups such as Outbrain, Visual Revenue (acquired), Ripple6 (acquired by Gannett) and About.com, from its launch in 1997 as The Mining Company, through the period of its IPO and re-branding. He also helped launch the interactive group at MVBMS Euro RSCG, creating and placing some of the first Internet advertising. He began his career as a media planner for Mercedes-Benz, Tiffany and Bacardi. Rich is a graduate of The Ohio State University and lives with his family in Montclair, NJ.
Roman Vinfield is a serial Entrepreneur with decades of experience in digital marketing, lead acquisition, and sales. Upon entering the Fintech industry and starting his own lending brokerage business, Assure Funding he identified a tremendous pain point for the overwhelming majority of companies within the finance vertical: timely lead engagement and follow-up. He understood that overcoming this problem as key to a company’s success.
Roman set out to look for a creative solution and came across Conversica, an award winning Artificial Intelligence Assistant technology for sales and marketing. Working in conjunction with Conversica he created use cases with A.I. to engage potential and existing clients in two-way email and text conversations relevant to the finance industry.
Being able to cut his acquisition cost by 85% utilizing Conversica, he set upon scaling his business and ultimately had a successful exit selling Assure Funding to a lender looking to start a direct to consumer division. Once he saw the success this technology allowed him to achieve, he became passionate about sharing it with others and was able to create a joint venture with Conversica. Based on the success of the partnership, AI Assist is now the exclusive partner for the entire finance industry.
Bas Offers, COO and Co-Founder of PX and ReviMedia, is an online media entrepreneur at the forefront of groundbreaking customer acquisition technology and data driven digital marketing. With over 15 years of experience in developing global direct and marketing campaigns and strategies, he is a specialist in high scale performance-based marketing.
Originally from Amsterdam, the Netherlands, Bas moved to New York in 2007 to manage the marketing department at 2waytraffic mobile USA where he was responsible for devising online and mobile marketing strategies. In 2010, Bas co-founded ReviMedia based on the idea of developing a revolutionary lead generation platform which automates and optimizes performance-based marketing processes, leading to overall higher lead quality and improved efficiency in the online lead generation space.
In 2016, Bas launched PX together with Frans van Hulle, a comprehensive and transparent customer acquisition platform to automate and manage campaigns.
Alon Leibovitch is the Co-Founder and CEO of BrandTotal, a marketing technology platform that empowers marketers to discover and act on threats and opportunities in real time. As a communication strategist at McCann Worldgroup, Alon identified a major blindspot in analyzing competitive advertising, where 85% of sponsored posts are not viewable to the public - creating a massive gap in competitive insight. Alon collaborated with BrandTotal’s co-founders to develop marketing technology built on the principles of machine learning AI and military grade cyber security data collection to develop the BrandTotal Agile Marketing Platform.
Alon holds a Masters in Behavioral and Management Sciences at Technion Israel Institute
Brock has over 20 years experience opening markets and driving record sales volume for disruptive organizations.
He started his career at CB Richard Ellis, where he completed over $500 million of commercial real estate transactions across the Southeastern US. Brock later moved to Israel, where he led European sales operations for CareerHarmony (acquired) and then Global sales for Conduit. Conduit was noted as the leading startup in Israel in 2011 after it brought 100,000 publishers to its platform and reached a $1.3 billion valuation.
For the past five years, Brock has been focused on driving sales through innovations in content and digital channels. In 2014, Brock served as the VP of Business Development for Playbuzz, a publishing platform that captured over 6,000 publishers in 18 months. And in late 2016, Brock joined Natural Intelligence, a fast track customer acquisition platform, as the VP of Sales and Business Development. Currently, Natural Intelligence has more than 800 customers and generates over 100,000 sales per month.
Brock lives in Israel, where he takes an active role in community service projects close to his family. Brock is married with two daughters and one son.
Cary Dunst has been a leader in the Technology sector for nearly 20 years, focusing on AdTech, Martech, Data, and Analytics solutions. Prior to Adslot Dunst was the Vice President of DMP Sales - North America for Lotame, as well as previously holding roles at Marin Software (a Biddable Advertising Platform), and Hitwise, a pioneer in the digital analytics and competitive intelligence space, acquired by Experian.
Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.
Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.
Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.
Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles. With her proven track record in leading people, inspiring performance and driving positive change, Linda has received several industry recognitions, including the Asia Pacific Citibank (APAC) Marketing Award (2012 Q3 and Q4); Annual Marketing Award for the Mobile App, specifically the Dining Program feature (2011); and the Asian Banking Best Internet Banking Award (2011 and 2012).
Gwynne is a seasoned marketing communications professional with more than 17 years’ experience growing wealth and fintech brands.
As Vice President, Marketing Communications, Gwynne is responsible for the marketing evolution of Canada’s first and largest independent robo advisory, WealthBar Financial Services. In her role, Gwynne leads a high performing team of marketing and creative professionals who work together to achieve the firm’s aggressive growth plan.
Prior to joining WealthBar, Gwynne lead the marketing efforts for the national wealth management arm of the Canadian credit union system, Credential Financial. While at Credential, Gwynne’s portfolio included developing marketing strategies for online and full service brokerages, investment products, life insurance and financial planning. Leading a team of marketers and creative professionals, Gwynne was responsible for the launch of several new investment products and the ongoing wealth marketing efforts at over 1,000 credit unions across the country. Prior to joining Credential, Gwynne spent several years in progressive marketing roles at Vancouver-based real estate investment trust, CHIP REIT, and working for fintech pioneer, Ernex Marketing Technologies, a subsidiary of RBC.