Ryan Deutsch is Chief Brand Advocate at Persado, where he is responsible for advancing the understanding, adoption and growth of the use of artificial intelligence in the content creation process. He joined the company from Sears Holdings Corporation, a long-time Persado customer, where he led one of the largest and most sophisticated digital direct response programs in North America. A 19-year veteran of the digital marketing space he recently served as the DVP, Targeted Interactions at Sears, focused on the use of data to personalize digital experiences. Prior to Sears, Ryan was VP of Emerging Media at StrongView (formerly StrongMail), and VP of Marketing Automation Solutions for collaboration and conferencing platform PGi. Leveraging his extensive industry experience and passion for data-driven marketing, Ryan collaborates with leading consumer brands in the evolution of their marketing programs via a data-driven approach to the creative process – one that involves investing in and embracing AI-powered technology to unlock the power of language. Ryan is a regular speaker at leading industry events including CES, VentureBeat, RILA, Mediapost, Shoptalk, CommerceNext, DMA Annual, Digital Travel Summit, and Oracle MCX.
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.
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.
Juan Osorio has a Production Engineering degree from Universidad Eafit in Colombia but has spent most of his 22 year career focused on sales and business development. Leveraging his technical background as well as strong team building capabilities acquired while serving in the Colombian army, he has successfully set up multiple operations from scratch spanning from Mexico to Brazil and mentored high performance teams that achieved every aggressive goal forecast. His business development skills have been proven and evolved through prosperous business relationships in Asia, Europe, USA and LATAM. The last 10 years in telecommunications and the opportunity to work on the development of proprietary enterprise platforms, enabled Juan and the Telintel team to be at the vanguard of powerful yet simple solutions to engage users and improve their interactions with companies. Today as VP of Business Development Juan is still leading the charge in global sales and enhancing customer experience.
Susan Mandarino, VP of Marketing, left the “big city life” behind and relocated to the Vicksburg area in 2010. She joined the credit union movement and Mutual CU team in 2013 as the head of marketing.
Susan has been in the marketing field for more years than she cares to admit and loves that it is always changing and providing new challenges. Susan is passionate about education and claims to be a perpetual student and earned degrees at both Tulane University and Arizona State University. Susan brings that passion for education to the credit union in the form of finding ways to grow financial literacy education from elementary schools through adulthood. She has received certifications as both a Credit Union Compliance Expert (CUCE) and A Certified Credit Union Financial Counselor (CCUFC).
When she’s not working, Susan plays chauffeur to her twin daughters chasing them to numerous after-school activities and is a weekend renovation warrior. She is still attempting to get her garden to grow and enjoys cooking and traveling any chance she gets.
Lee Auerbach is the Senior Vice President of Sales at Chatmeter, the leader in local search marketing and review management. He has over 15 years’ experience in helping digital and Martech companies grow including Groupon, Motivequest, Economist, Mediaplanet, and C.I.M. He specializes in scaling new technology companies and/or technology divisions in the marketplace. He now focuses on helping brands identify and integrate the right marketing technology to improve their online visibility and reputation. Lee is also an avid back-country outdoorsman and a 25 year veteran photographer.
Julie joined the product marketing at Datorama in 2018 and works closely with clients and internal teams to define, position, and launch solutions that leverage centralized marketing data intelligence and analytics. Prior to Datorama, Julie spent the majority of her career in sales and brand management at various CPG companies such as General Mills, 3M, and Pfizer Consumer Healthcare.
After a decade at Thomson Reuters managing financial data for North America, Shannon joined Rich Media over 10 years ago to help create digital awesomeness in the financial industry. Shannon has managed international projects across Canada, US, UK, Hong Kong, and Singapore, and excels at client care, translating needs and expectations into high quality, expectation-exceeding digital projects. In her non-work hours, Shannon loves superhero movies, Broadway musicals and kayaking.
As senior vice president of worldwide sales for Airship, Eric brings more than 20 years of experience in executive marketing and sales leadership roles for technology, martech, and mobile companies. Most recently, Eric was executive vice president of global sales and marketing for Invoca where he built the sales processes and teams to attain 500 percent revenue growth after first leading the company through a strategic market shift and full rebranding as CMO. Prior to Invoca, Eric was SVP of global marketing and sales for Silverpop where he achieved record growth and retention by building a global team and scalable sales process. Eric has held senior marketing, sales and business development roles at Omnicom, Catalina Marketing and Sears, Roebuck, and Co., in addition to serving as president of SmartReply where he grew revenue over 800 percent leading to its acquisition by Genesys Communications. Eric has been awarded three patents for marketing processes and innovations, and attended the University of Redlands and MIT, studying Management, Innovation, and Strategy.
Matt Parfitt is the President of Vuture, a professional & financial service marketing automation technology. With 21 years of marketing communications experience, Matt helps firms design and implement ongoing marcomms programs. Matt is a regular speaker to marketing teams and is an active member and speaker at industry events. He is currently serving as Director for the LMA Northeast Regional Board.
Prior to joining the firm, she worked for Publicis Media in the U.S. and in Germany, where she focused on digital strategy implementation. Earlier in her career she also worked for the boutique asset manager 2020 Direct Invest in Australia. Aperture’s unique digital-first marketing strategy enables Sarah to combine her professional experience with personal and academic interests.
Sarah earned a B.A. in Business Psychology from Fresenius University, Germany, and a M.Sc in Global Affairs from New York University, where she graduated with distinction. She is an avid traveler, enthusiastic equestrienne, proud ASPCA member, and dog lover.