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.
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.
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.