Edd is VP of Social Marketing for City National Bank, a subsidiary of Royal Bank of Canada. With almost two decades of marketing experience across the UK, US, and EU via Sony Electronics, Sony Pictures, and Yahoo Finance, he joined City National in 2018 and is based in LA.
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.
For 20+ years, Vickie Sherman has helped companies get their best work into the world. Harnessing the power of technology, digital, social, direct response, offline advertising, corporate communications, and earned media, she turns complex challenges into succinct marketing plans and brings them to life. Vickie is currently with Rabobank, N.A. the California arm of Rabobank International; the global financial institution that operates in 40 countries headquartered in the Netherlands.
Prior to joining Rabobank, Vickie led the marketing at Golden 1 Credit Union, the 5th largest credit union in the U.S. Her achievements included record-high growth in loans, deposits, membership, brand health metrics, and social media. She was critical to the naming rights partnership with the Sacramento Kings professional basketball team at Golden 1 Center and expanding the charter to include the entire state of California.
Vickie is a versed marketing executive with experience beyond banking including retail properties, advertising agencies, and nonprofits. She currently serves on two boards of directors; the Dean’s Advisory Council for her graduate school alma mater the University of California Davis and the Gold Country Chapter of the American Red Cross.
Menekse Gencer has taken an unconventional path to Wells Fargo that affords her a unique perspective to connect industries, ideas, and her network. Menekse has 25 years of strategy through execution experience, helping organizations leverage innovation to improve customers' lives. She draws from her experience as a consultant, entrepreneur, and leader within large technology and finance organizations undergoing transformation. Her reports have been published by The World Economic Forum, American Banker, and MIT Innovation Journal. In 2016, she was honored as one of 31 women globally who has strengthened the connection between Finance and Technology by Silicon Republic.
She now leads Digital Transformation for Business Banking at Wells Fargo where she is responsible for setting and planning digital transformation to create compelling experiences for Wells Fargo business customers, increase efficiency and speed to market, and improve regulatory controls. Previously, she ran Digital Sales Strategy for Consumer Bank where she led the efforts to transform digital channel contribution to sales across 10 lines of business.
Menekse has a BA from Harvard University and an MBA from The Wharton School of Business.
As Vice President of Affluent Marketing at Wells Fargo, Leslie Goldstein is responsible for developing and executing growth strategies to deepen relationships based on each customer's unique financial needs. Leslie's current role is a rare blend of developing cross-channel business capabilities, driving awareness of Wells Fargo's holistic offerings, and supporting segment-specific growth goals.
Leslie joined Wells Fargo to develop strategies for its Deposit Products Group in 2006, before moving into strategy and marketing roles for the bank's affluent segment. With previous experience building Charles Schwab's 401(k) business, Leslie continues to pursue roles that focus on innovative go-to-market strategies.
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.
Hemali Gajaria is an AVP, Marketing for Tech CU. She leads digital marketing strategy and execution — helping to drive brand awareness, customer acquisition, retention and engagement for various banking products & services — all while collaborating with business partners.
Hemali has been involved in the creation and implementation of various marketing programs — delivering personalized digital experience to prospects and members, providing actionable information instantly through website and promoting free credit score through online banking and mobile app. Previously, she worked at Intuit and Highlights for Children, managing both quantitative and qualitative research projects geared toward gathering and applying valuable customer insight.
Hemali holds a bachelor’s degree from Mumbai University, India and an MBA from ITM-Group of Institutions, Mumbai and a Digital Marketing Certification from Cornell University.
Tami Dorsey leads Charles Schwab’s Brand Journalism department, which produces the firm’s digital editorial content, video, podcasts, and print magazines. During her tenure at Schwab she has developed and implemented a comprehensive content marketing strategy, and has pioneered new ways to engage and educate clients and prospects so that they can make more informed decisions about investing, trading and personal finance.
Immediately prior to joining Schwab in 2010, Tami spent seven years as a consultant for a firm specializing in financial services marketing. Earlier in her career she led corporate communications for a venture capital research firm and managed magazines focused on software and web development. Tami received her B.A. in English and French from Haifa University.
Todd is a 25-year veteran of and pioneer in the digital asset management industry. He has held the roles of CRO, President, and VP Technology at top DAM and Creative Services companies. This involved leading the sales, consulting and delivery of some of the largest DAM and Creative Operations Software deployments in use today.
Jeff Sporn guides the Digital vision and strategy for Data-driven Marketing services from Equifax, overseeing the development and proliferation of digital solutions. He has led the development of a best-in-class database that integrates Equifax marketing data into the digital ecosystem for use in optimizing display advertising targeting. Before transitioning to Equifax’s digital business, Jeff led product management efforts for consumer markets within the IXI Services division of Equifax. He developed marketing solutions to serve industries including travel, retail, telecommunications and automotive. Prior to joining IXI Services, Jeff was Executive Director of Marketing at Verizon where he led the Marketing Analysis / Closed Loop Marketing team. He also previously worked at MCI as Director, eventually leading Product Marketing and Strategy for the Mass Markets business. Jeff holds an MBA from Carnegie Mellon University’s Tepper School of Business and a B.A. in Economics from Wesleyan University.
Marc has over thirty years of management and executive experience growing several technology and consulting organizations. As the Co-founder and CEO of Veriday, Marc has led the organization through two product launches and over ten years of progressive growth including several landmark projects for Google. Prior to joining Veriday, Marc was Chief Operating Officer at ThinkWrap, and senior executive at AT&T IT Solutions and Montage-DMC.
Jag serves as the Vice President and Chief Technology Officer at CAMICO Mutual Insurance, where he developed the MASTER Innovation program to engage employees in idea generation process and foster a culture of innovation. Prior to joining CAMICO, he worked as a consultant and engineer serving a broad range of industries. Jag’s academic background include degrees in Electronics Engineering, Computer Science and Advanced Accounting.
Jag Randhawa is a Technology Executive, Venture Capital Advisor, Professional Speaker and award-winning author of the book THE BRIGHT IDEA BOX. Jag has been credited with creating a wave of bottom-up innovation culture and empowering employees to grow the business. Jag’s award-winning MASTER Innovation program, a six-step formula for creating a culture of innovation, has won several awards and praised by leading business authorities and journals, including Harvard Business Review. As a twenty-year veteran of the technology industry, Jag shares real life stories of building high performance teams, award-winning products, and fostering a culture of innovation. Jag speaks internationally on the topics of Innovation, Leadership and Employee Engagement at wide ranging industry events, and is a regularly invited guest speaker at prestigious
Melissa Musgrove has more than fifteen years of experience in Marketing and Advertising, specializing in
Digital and Social Media. She creates integrated, customer-centric, data-driven strategies that engage
through gripping content, precision targeting and irresistible customer experiences. She has launched billion-dollar brands into Social Media, establishing them to drive engagement and acquisition. She has worked with small businesses and nonprofits to foster engagement and loyalty, create brand advocates, drive sales and raise funds. Her proven track record of success helps brands stay current, demystify Social Media and achieve real
results. Those are some of the reasons she was named one of the “Top 5 Most Dynamic Financial Marketers” in 2015 by Torchlite. Melissa is a passionate speaker, delivering keynotes and workshops across the country and internationally. She is a member of the American Marketing Association Speakers’ Bureau and specializes in Social Media Marketing, personal branding and more.
William Bock is an experienced programmatic and data-management executive with over 10+ years in the digital advertising space. As VP, Ultimate Audiences for the Ultimate Data team, he develops custom-tailored audience solutions for clients across the financial spectrum. Prior to joining Ultimate Data, William managed the programmatic capabilities of Pulsepoint and eBay, and oversaw first-party data applications for blue-chip clients at Epsilon and Merkle.
William attended Johns Hopkins University – majoring in Economics and Psychology – and currently resides in Chappaqua, New York.
Mindy is the VP of Strategic Partnerships at Shutterstock and one of the founders of the Shutterstock Custom business unit.
Her career in sales, marketing, and entrepreneurialism spans over 15 years and has been highlighted by the successful acquisition of technology start-up Flashstock in 2017. Mindy’s experience working with some of Shutterstock's largest and most valuable brand and agency customers gives her a unique insight into the challenges of senior marketers.
In her current role she works hand-in-hand with Shutterstock's technology partners to develop programs and solutions to enable our customers to bridge the gap between visual content and performance marketing.
Gloria is a Manager of the Value Consulting team at Hootsuite Inc. with specialized skills in leading social business and enterprise level solutions for the financial services sector across North America. She is an international speaker, frequent media commentator, a TedX Keynote and an Amazon.ca best-selling author. A licensed insurance agent and practicing financial broker, she earned her M.A at the University of Toronto and her B.A. from McGill University. When she's not expressing her interests through her leadership, social business, and financial literacy, you'll find her enjoying quality time with her husband Ricardo and their son Keon.
As Head of Customer Success, Matt leads the customer success, professional services, customer support and enablement/training functions at Localytics. Prior to joining the company in 2017, Matt accumulated nearly 20 years in Enterprise Software, FinTech, and Contact Center industries where he has built consulting and high tech professional services teams. Matt began his career with management consulting positions at Symmetrix, a process reengineering firm specializing in strategy, operations, business systems, and people performance management. Matt holds a B.S. in Management Science from the MIT Sloan School of Management.
Alan Gellman’s 30 year career in marketing and general management has spanned multiple industries including financial services, insurance, health care and consumer packaged goods. He has held senior roles in enterprises ranging in size from Wells Fargo to his most recent startup where he is Chief Marketing Officer at Credible, a lending marketplace. At Credible, he has built a new brand identity and has helped significantly scale the company.
When he was Chief Marketing Officer at Esurance, Business Insider named him one of the 50 Most Innovative CMOs in the World. He was responsible for growth and innovation and oversaw all of Esurance's brand and performance marketing, including digital, traditional, partnerships and product innovation. From winning the Super Bowl “Hashtag Bowl,” according to Forbes, to creating a deep digital partnership with Major League Baseball to building and leveraging a marketing technology stack, Alan has always been focused on driving growth by driving value for consumers.
At Wells Fargo he was Senior Vice President, Digital Marketing and previously led strategy, research and analytics for the Consumer Credit Group. Alan began his marketing career in consumer packaged goods with General Foods, Kraft and ConAgra. Later, he spent six years with Blue Shield of California leading consumer marketing and then building and leading their e-business division. He serves on the North American Advisory Board of the CMO Council; is a Fellow on the Future of Money Project at the Center for the Digital Future, part of the USC Annenberg School of Communications; and serves on the Board of Directors of Pact, An Adoption Alliance. He holds degrees from the University of Pennsylvania and the University of Rochester's Simon School.
Alan has a passion and talent for developing people to be their best. He is married with two children in the San Francisco Bay area and loves cycling and hiking in the Bay area hills.
Sajan Jacob is a transformational digital leader with over 20 years’ experience in leadership positions.He is educated in Business Administration and Electronics Engineering and is very strong in interactive marketing, digital transformation, and building digital business. He is a multidisciplinary leader who is equally comfortable with creative and engineering teams and thrives in abstract environments by bridging business and IT. He has operated in both major and emerging markets—leading business units in the geography, distributed teams, and partner relationships.
By virtue of his experience in large multi-year digital transformation initiatives, Sajan is trusted as a digital advisor by the world’s largest global brands.
Sajan is currently responsible for business development and GTM strategy for TCS Interactive in the UK & EU and contributes to the unit’s global strategy and talent acquisition