May 9–11, 2018     ||     Washington, D.C.

Attendees


As we put together our full attendee list for this year, we want to provide you an idea of who you'll be engaging with at this conference. The attendee list will be updated at least once a week, so check back often!


Last updated: April 30, 2018

 First Last  Title  Company
Michele Abate Associate General Counsel Brighthouse Financial
Steven Acosta VP, Sales - Firelight Insurance Technologies
Marcus Alderman New Business Manager Lincoln Financial Group
Heather Anderegg Operations Relationship Manager Transamerica / AEGON
Chip Anderson Executive Director National Association for Fixed Annuities
Harriet Antczak Senior Director/Counsel AXA
Eric Arnold Partner Eversheds Sutherland
Carolyn Ashmore Director, Business Relationship Management Nationwide Financial
Lindsay Atherton Government Relations Coordinator Global Bankers Insurance Group
Donnie Atis AVP, Retirement Operations Global Atlantic Financial Group
Monica Avery Business Analyst AIG Life & Retirement
Craig Badger Application Development Manager JP Morgan Chase
Kevin Balsley Strategic Account Manager Global Atlantic Financial Group
Judy Bartlett Vice President and Associate General Counsel New York Life Insurance Company
Brian Baseler Business Relationship Manager Nationwide Financial
Phyllis Bates Sr Annuity Regulatory Advisor Principal Financial Group
Denice Beights Director, Individual Annuities New Business Lincoln Financial Group
Barb Berger Business Relationship Manager Nationwide Financial
Pat Binning Relationship Manager DST Systems, Inc.
Deidre Birk VP - Manager Licensing & Registration Stifel, Nicolaus & Company, Inc.
Tom Bisset Partner Eversheds Sutherland
Suzanne Brazeal President VTX LLC
Tracy Brewer Senior Compliance Analyst Symetra Financial
Zachary Brown Operations Business Relationship Manager
Paula Burke Compliance Manager Raymond James Insurance Group
Sheila Burton Compliance Director Athene USA
Katie Buskirk Director, Annuity New Business & Relationship Management Ohio National Financial Services
Tracey Carroll AVP, Client Relationship Manager Prudential Annuities
Mariann Carson Vice President Service & Operations Raymond James Insurance Group
Kathi Carter VP, Annuity and Relationship Manager, Order Entry Stifel, Nicolaus & Company, Inc.
Edward Casey Executive Director Annuity and Insurance Services Morgan Stanley
Jamie Casto Managing Counsel Nationwide Financial
Travis Champion Managing Director Impact Financial Systems, Inc.
Marie-Laure Chandumont Managing Director Barclays
Val Clark Vice President, Product Mgmt and Annuity Operations Ebix, Inc.
Aaron Clinkenbeard Director Lincoln Financial Group
Ronald Coenen Jr. Associate Eversheds Sutherland (US) LLP
Jennifer Cogdell VP, Business Delivery Lincoln Financial Group
Todd Connett Business Relationship Manager Nationwide Financial
Steve Coons Chief Legal Officer Guggenheim Life and Annuity Company
Jason Coxon AVP, Software Development Jackson National Life
Matt Cross Business Relationship Manager Nationwide Financial
Ben Daniels VP, Senior Business Application Management Wells Fargo & Company
Rob Dearman Vice President, Strategic Initiatives Jackson National Life
Katherine Dease VP, Product Management Insurance Technologies
Cheri DeBoer-Stinson Director, Business Development Cooperative Technologies, Inc.
Robert DeChellis President & Chief Strategist Allianz Life Insurance Company
Tom DeGaetano Vice President, Annuity SBU Ohio National Financial Services
James DelMasto Examiner FINRA
Carie Delong Vice President JP Morgan Chase
Dave Dimitri Senior Counsel Securian
Amy Dingman Senior Manager of Insurance
Jordan Donnellon Annuity Operations Relationship Manager Ohio National Financial Services
Allison Drewry Operations Relationship Manager Delaware Life
Adam Ducorsky Director of Professional Services iPipeline
Chris Eaken Vice President of Compliance and Administration
Chris Eberly VP of Research & Consulting Novarica
Jamie Feigelson Annuities and Individual Life Insurance Compliance Prudential Financial, Inc.
Valerie Felsch Sr Operations Relationship Manager Allianz Life Insurance Company
Al Fernandez Operations Relationship Manager New York Life Insurance Company
Jim Ferrell Head of Business Development RetireUpPro
Daniel Fitzpatrick Executive Director, Legal and Compliance Morgan Stanley
Fran Forslund Manager, Technology Services Transamerica
Linda Fry SVP, Annuity Operations Wells Fargo & Company
Dale Fuller Senior Director Allianz Life Insurance Company
Jennifer Galarza Operations Relationship Manager AXA Distributors
Giuseppe Giardina Associate General Counsel Edward Jones
Bill Gibson Business Relationship Manager Nationwide Financial
Jim Gilmore Technology Solutions Leader Wells Fargo & Company
Jeff Gilpin Mgr Brokerage Operations DST Systems, Inc.
Chad Goforth Manager, Regulatory Compliance Pacific Life Insurance Company
Michael Gonce AVP Annuity & Insurance Operations Janney Montgomery Scott, LLC
Tanya Gonzales Manager, Compliance Great-West Life and Annuity Insurance Company
Randi Gordon Director Pacific Life Insurance Company
Kate Graham Business Relationship Manager Nationwide Financial
Zoe Gruber Director of Legal Communications and Governmental Affairs Security Benefit
Michael Grund Business Relationship Manager Sammons Institutional Group
John Hagerty Vice President, Content Delivery, Global Investment Markets Donnelley Financial Solutions
Dwayne Hairston Business Relationship Manager Nationwide Financial
Matt Hargrafen Senior Counsel Athene Annuity & Life Assurance Company
Chris Harkins Sr. Policy Advisor, Government Relations Jackson National Life
Mary Heimlich Director, Product Management Impact Financial Systems, Inc.
Saul Herrera Director of Product Development Ebix, Inc.
Keren Herzberg VP, New Business and Agency Services Symetra Financial
Amy Hester VP, Business and Technology Optimization Lincoln Financial Group
Shawnna Hiatt Assistant Director Manager Symetra Financial
Shawn Hienton Business Relationship Manager Nationwide Financial
Press Hilton Senior Editor, Annuities InsuranceNewsNet
Josh Hisley Government Relations Specialist Allianz Life Insurance Company
Matthew Hoffman Vice President - Compliance Manager, Regulatory Sourcing and Analysis Wells Fargo Advisors
Lisa Holland Life/Health Manager State Farm Life Insurance Company
Mark Holthaus Department Leader, Insurance Edward Jones
Kim Honeywell AVP, Sales and Distribution Technology Symetra Financial
Sean Hooper Assistant Director Sales & Distribution Technology Symetra Financial
Steve Horton Associate General Counsel State Farm Life Insurance Company
Belinda Howard Assistant Director - Annuities Principal Financial Group
Susan Hughes Annuity Operations Manager Wells Fargo & Company
Bill Hunter AVP, Distribution Sales iPipeline
Sean Hurd Vice President, Annuity & Life Insurance Operations Merrill Lynch Global Wealth Management
Jason Hyslop Senior Manager, Compliance Raymond James Insurance Group
Chris Jansen Account Manager Vertafore
Nicolene Jensen Product Manager Vertafore
Allison Johnson Project Manager Allianz Life Insurance Company
Nancy Jordan Sr. VP, Individual Annuities Operations Lincoln Financial Group
Nancy Jordan Sr. VP, Individual Annuities Operations Lincoln Financial Group
Adam Kavan Counsel Great-West Life and Annuity Insurance Company
Thomas Kelleher Director, Operations Relationship Management Jackson National Life
Jack Kennedy Vice President, Corporate Strategy MassMutual Financial Group
Dodie Kent Partner Eversheds Sutherland
Molly Kiefer Director of Relationship Management Lincoln Financial Group
Stephen Kilbon AVP, Retirement Operations Global Atlantic Financial Company
Jason King Managing Director,Annuity/Ins. Product Mgmt,Mkting & Strategy Charles Schwab and Co., Inc.
Stephanie Kinney Operations Relationship Manager Allianz Life Financial Services, LLC
Michael Kittinger Business Process Improvement Manager Genworth Financial
James Kleinfeldt Manager New York Life Insurance Company
Frank Klimko Associate Editor Best Week
Mike Knowles Counsel Great-West Life and Annuity Insurance Company
Akshay Kumar Associate SPO Partners
Belinda Lauridsen QA Analyst Sammons Financial Group
Nikki LeClair Lead Business Analyst, Individual Markets Great-West Life and Annuity Insurance Company
Peter Lefkin Sr. VP, Government & External Affairs Allianz Life Insurance Company
Peter Lefkin Sr. VP, Government & External Affairs Allianz Life Insurance Company
Ken Leibow Head of Distribution Technology & Strategy Global Bankers Insurance Group, LLC
Ellen Lester Business to Business Associate-Retirement Operations Global Atlantic Financial Company
Kaylan Lewandowski Annuity and Insurance Operations Manager Robert W. Baird & Co., Inc.
Andrew Light Director Retirement Operations Great-West Life and Annuity Insurance Company
Chris Lintecum VP, Sales - Firelight Insurance Technologies
Lisa Lubahn Assistant Vice President Jackson National Life
Dan Lyons Operations Relationship Manager Ohio National Financial Services
Heather Lyons Assistant Director, Service & Ops Symetra Financial
Frank Maher Director Transamerica / AEGON
Laura Mancini AVP, Systems Integration Western & Southern Financial Group
Tara Martin Annuity Operations BA/QA & DTCC Specialist Ohio National Financial Services
Patrick Masi Senior Product Manager Vertafore
Jennifer Matthews Counsel - Investments Western & Southern Financial Group
Scott May Examiner FINRA
Beth Maziad Senior Vice President, Operations Raymond James Insurance Group
Michelle McConeghey Sr. Business Operations Analyst Principal Financial Group
Christopher McDaniel Executive Director The Institutes
William McDonough Sr. Director - Business Transformation TIAA
Olivia McNulty Senior Relationship Manager Brighthouse Financial
Kennique Meals Sr. Department Leader, Insurance Edward Jones
Kevin Mechtley Director of Government Affairs & Senior Regulatory Counsel Sammons Financial Group
Bradford Melius VP and Corporate Counsel Prudential Financial
Michael Miller Chief Operating Officer Advisors Excel
Christopher Miller Associate Director UBS Financial Services Inc.
Regina Molloy Vice President, Assistant General Counsel Global Atlantic Financial Company
Danielle Moore Counsel Nationwide Financial
Neivon Morantez Examination Manager FINRA
Joseph Morledge Assistant Vice President and Counsel MassMutual Financial Group
Cynthia Mueller Senior Counsel Thrivent Financial
JP Murphy Director, Information Technology Nationwide Financial
Jason Naaktgeboren Operations Relationship Manager Transamerica
Traci Nelson Vice President IT Annuity & Retirement Plans Ohio National Financial Services
Henry Nerida Business Relationship Manager Nationwide Financial
Adam Neumann Director of Operations AIG Life & Retirement
Andrea Newton Operations Manager Cooperative Technologies, Inc.
Larry Nguyen Key Accounts Relationship Mgr. Pacific Life Insurance Company
John Nowak V.P. of Operations Advisors Excel
Drew Nowka Managing Director Charles Schwab and Co., Inc.
Mary Ann O'Brien Lead Controls Manager AXA
Brent Osborne Assistant Vice President, Client Solutions Lincoln Financial Group
Tim Owen VP, Product Management Vertafore
Andrew Payne VP and General Council Creative One
John Pereira Manager, eCommerce Operations Prudential Financial
Rod Perkins Government Relations Leader Global Bankers Insurance Group, LLC
David Pickett Assistant Vice President and Senior Counsel Signator Investors
Lisa Pins Lead Product Consultant Brighthouse Financial
Kimberly Plante Vice President & Counsel Ohio National Financial Services
Alison Pollock Attorney Security Benefit
Mark Quinn Director of Regulatory Affairs Cetera Financial Group
Matthew Ravech Attorney Brighthouse Financial
Jim Richards Board Director RetireUpPro
Chad Ross Director, Broker Dealer Services & Key Accounts Pacific Life Insurance Company
Steve Roth Roth Partner Eversheds Sutherland
Adrienne Schmitz Senior Business Relationship Manager Athene Annuity & Life Assurance Company
Amy Scott Sr. Department Leader, Insurance Edward Jones
Douglas Scully Vice President, Corporate Counsel Prudential Financial
Keith Seger Vice President of Annuity Operations Great American Insurance Group
Matthew Settergren Director of Innovation and Implementation Allianz Life Insurance Company
Mike Shea iPipeline
Richard Short III IT Director Lincoln Financial Group
Steven Sklar Partner FPC of Fort Washington
Patrick Smith Director Realationship Management Brighthouse Financial
Jeanann Smith Director, Product Management DTCC (The Depository Trust & Clearing Corporation)
Mark Smith Partner Eversheds Sutherland
Dan Smith Executive Vice President, Financial Institutions iPipeline
Rachel Smith Business Analyst Lincoln Financial Group
Mark Spencer Assistant Director - Annuity Operations Principal Financial Group
Phillip Stano Partner Eversheds Sutherland
W. Ed Stephenson Policy Development Consultant - RIS MetLife
Jeremy Stephenson Head of Business Development Operations Sammons Financial Group
Daniel Surber VP of Operations AIG Life & Retirement
Kelly Tate Product Leader Edward Jones
Holley Taylor CCO / Broker Dealer Sammons Institutional Group
Judd Thompson Assistant General Counsel Empower Retirement
Sean Tibbs Director, Product Management TIAA
Wendell Tobiason Distribution Automation Director Symetra Financial
Tamiko Toland Manager, Product Research CANNEX Financial Exchanges
Crystal Tran Marketing Specialist Vertafore
Amanda Tripmacher Operations Relationship Manager New York Life Insurance Company
Tom Vano Vice President, Service, Trading, and Operations LPL Financial
Robyn Vitale Operations Relationship Manager AXA
Bart Vitou Associate General Counsel Jackson National Life
Kristina Walch Operations Director Allianz Life Insurance Company
Shelley Wallace Vice President; Operations Director Stifel, Nicolaus & Company, Inc.
Mike Walters Director, Sales iPipeline
David Ward AVP - Government Relations Brighthouse Financial
Richard Wells Second Vice President - Operations Security Benefit
Richard White Senior Vice President Jackson National Life
Lynn Willits Director, Retirement Sales Operations Symetra Financial
David Wolfe General Counsel Advisors Excel
Natalie Wood Director, Senior Relationship Manager DTCC (The Depository Trust & Clearing Corporation)
Sam Wright Counsel Symetra Financial
Drew Yaeger Associate General Counsel Edward Jones
Jennifer Yerly IT Solutions Manager Genworth Financial
Terry Yon Insurance Principal Hilltop Securities
Meredith Zoul Business Relationship Manager Nationwide Financial
Dave Zyble Assistant Vice President of Government Relations Jackson National Life