Speakers
Tyrone Mahoney
Chief Marketing Operations Officer
Royal Bank of Canada
Tyrone Mahoney
Chief Marketing Operations Officer,
Royal Bank of Canada
Crystal Eastman
Managing Director of Advertising, CRM & Digital Experience
BlackRock
Crystal Eastman
Managing Director of Advertising, CRM & Digital Experience,
BlackRock
Winnie Sun
Co-Founder and Managing Director
Sun Group Wealth Partners
Winnie Sun
Co-Founder and Managing Director,
Sun Group Wealth Partners
Vickie Sherman
Senior Vice President, Director of Integrated Marketing
Rabobank, N.A.
Vickie Sherman
Senior Vice President, Director of Integrated Marketing,
Rabobank, N.A.
Claudiu Coltea
Chief Customer Officer
Travelers
Claudiu Coltea
Chief Customer Officer,
Travelers
Maja Lapcevic
Senior Vice President, Innovation & Marketing
Mastercard
Maja Lapcevic
Senior Vice President, Innovation & Marketing,
Mastercard
Jodie Gunzberg
Managing Director, Chief Investment Strategist
Morgan Stanley
Jodie Gunzberg
Managing Director, Chief Investment Strategist,
Morgan Stanley
Marc Peelen
Director, Digital Partnerships
BNY Mellon
Marc Peelen
Director, Digital Partnerships,
BNY Mellon
Christian Gregory
Director, Digital Products
People’s United Bank NA
Christian Gregory
Director, Digital Products,
People’s United Bank NA
Andrea Marshall
Head of Digital Wealth Management Marketing
JPMorgan Chase & Co
Andrea Marshall
Head of Digital Wealth Management Marketing,
JPMorgan Chase & Co
Marianne Halvorsen
Senior Vice President
Aon
Marianne Halvorsen
Senior Vice President,
Aon
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 master’s 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 (GSA), a not-for-profit mentoring organization, to help New York City women achieve independence through entrepreneurship.
Growthsource now supports women with workshops, mentoring and coaching worldwide. Prior to the inception of the GSA, she also founded the Risk Leadership Development Program for Young Women at St. John’s University.
Carl Loof
Corporate Vice President, Customer Experience (CX)
New York Life Insurance Company
Carl Loof
Corporate Vice President, Customer Experience (CX),
New York Life Insurance Company
Menekse Gencer
Senior Vice President, Digital Transformation for Commercial Banking Group
Wells Fargo
Menekse Gencer
Senior Vice President, Digital Transformation for Commercial Banking Group,
Wells Fargo
Leslie Goldstein
Vice President Segment Marketing
Wells Fargo
Leslie Goldstein
Vice President Segment Marketing,
Wells Fargo
Daniel Harari
Managing Director, M&A and Corporate Advisory
Three Keys Capital Advisors
Daniel Harari
Managing Director, M&A and Corporate Advisory,
Three Keys Capital Advisors
Cheryl Gilberg
Director, Corporate Communications & Marketing
Mizuho Bank
Cheryl Gilberg
Director, Corporate Communications & Marketing,
Mizuho Bank
Matthew Beckman
Digital Marketing, Director of Marketing
U.S. Bank
Matthew Beckman
Digital Marketing, Director of Marketing,
U.S. Bank
Kirti Naik
Global Head of Brand & Marketing Intelligence
Russell Investments
Kirti Naik
Global Head of Brand & Marketing Intelligence,
Russell Investments
Kate Magaram
Vice President, Digital Investment Product Manager
Citizens Bank Wealth Management
Kate Magaram
Vice President, Digital Investment Product Manager,
Citizens Bank Wealth Management
Jyoti Menon
Head of Digital Wallets and eCommerce, Digital Client Experience
Citi
Jyoti Menon
Head of Digital Wallets and eCommerce, Digital Client Experience,
Citi
Charles F. (Chuck) Burke, Jr.
Head of Global Marketing
Morgan Stanley Investment Management
Charles F. (Chuck) Burke, Jr.
Head of Global Marketing,
Morgan Stanley Investment Management
Elliott Goldenberg
Head of Digital Payments
Mastercard
Elliott Goldenberg
Head of Digital Payments,
Mastercard
Daniel Allocca
Senior Managing Director, Global Head of Brand & Demand Generation
Nuveen
Daniel Allocca
Senior Managing Director, Global Head of Brand & Demand Generation,
Nuveen
Chris Brockbank
Chief Marketing Officer
FIRMA Foreign Exchange
Chris Brockbank
Chief Marketing Officer,
FIRMA Foreign Exchange
Graham Aikin
Owner & Director
HNW Social Media Solutions Ltd
Graham Aikin
Owner & Director,
HNW Social Media Solutions Ltd
Edouard Legrand
Global Head of Digital
BNP PARIBAS ASSET MANAGEMENT
Edouard Legrand
Global Head of Digital ,
BNP PARIBAS ASSET MANAGEMENT
Courtney McGory
Head of Content Strategy & Development
Oppenheimer Funds
Courtney McGory
Head of Content Strategy & Development,
Oppenheimer Funds
Jeff Muendel
Web Marketing Director
Northwestern Mutual
Jeff Muendel
Web Marketing Director,
Northwestern Mutual
Lisa Kalhans
Vice President and General Manager, International Marketing
American Express
Lisa Kalhans
Vice President and General Manager, International Marketing,
American Express
Jim Casey
Vice President, Global Head of Digital Marketing and Strategy
PGIM Investments (formerly Prudential Investments)
Jim Casey
Vice President, Global Head of Digital Marketing and Strategy,
PGIM Investments (formerly Prudential Investments)
Alice Milligan
Chief Customer Officer
E*TRADE
Alice Milligan
Chief Customer Officer,
E*TRADE
Todd Eckler
General Manager, US
Intelligencebank
Todd Eckler
General Manager, US,
Intelligencebank
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