Adopt cutting-edge tactics from leading innovators to differentiate your financial brand. Stay ahead of the curve with crucial insights to:
Your one-stop event for digitally-focused financial services marketers on the West Coast.
As a Chief of Staff, Jessie Szymanski drives the direction of the Investor Group at LendingClub. She fosters company growth through strategy, team leadership, and leading cross-functional initiatives. She also serves as Sr. Director of Marketing on the team, driving marketing and communications strategy for investors on the LendingClub platform. She has been a communications and marketing leader for over 13 years with expertise in product and content marketing, sales strategy, and strategic communications in financial services for both rapid-growth startups and established corporations. Currently, she leads a team covering multiple client types including banks, asset managers, hedge funds, and insurance companies.
Prior to LendingClub, Jessie was a Vice President at BlackRock leading product marketing initiatives for iShares, the global leader in exchange traded funds (ETFs), in which she successfully brought 30+ new products to market that each generate millions in net new business per year.
Jessie holds a B.A. in Public and International affairs from Princeton University and an MBA from the Haas School of Business at UC Berkeley.
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 campaign strategy and/or creative content for online, print and broadcast efforts.
As the Vice President of Marketing and Sales Operations at Woodruff Sawyer, a 100-year-old commercial insurance brokerage firm based in San Francisco, Jeff Fenigstein is responsible for all marketing efforts, including enabling a renowned team of producers and account executives as they support Woodruff Sawyer’s clients and prospects.
With experience driving growth for new and existing lines of business at both American Express and Merrill Lynch, Jeff has the proven ability to generate business results in financial services. Jeff’s experience in such diverse functions as finance, business operations, customer success, technology, and product management, combined with his fluid leadership style, makes him especially effective at creating change in siloed organizations.
Jeff earned his MBA at Cornell University where he was a Park Leadership Fellow and has a bachelor’s degree in finance from the University of Delaware. When not working, he enjoys being a Krav Maga instructor and playing PUBG with his daughter.
