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 10, 2018

First Name Last Name Title Company
Steven Acosta VP, Sales - Firelight Insurance Technologies
Marcus Alderman New Business Manager Lincoln Financial Group
Heather Anderegg Operations Relationship Manager Transamerica / AEGON
Harriet Antczak Senior Director/Counsel AXA
Eric Arnold Partner Eversheds Sutherland
Carolyn Ashmore Director, Business Relationship Management Nationwide Financial
Monica Avery Business Analyst AIG Life & Retirement
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.
Paula Burke Compliance Manager Raymond James Insurance Group
Katie Buskirk Director, Annuity New Business & Relationship Management Ohio National Financial Services
Kaylan Caiati Annuity and Insurance Operations Manager Robert W. Baird & Co., Inc.
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
Travis Champion Managing Director Impact Financial Systems, Inc.
Marie-Laure Chandumont Managing Director Barclays
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
James DelMasto Examiner FINRA
Dave Dimitri Senior Counsel Securian
Jordan Donnellon Annuity Operations Relationship Manager Ohio National Financial Services
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 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
Bill Gibson Business Relationship Manager Nationwide Financial
Jim Gilmore Technology Solutions Leader Wells Fargo & Company
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
Michael Grund Business Relationship Manager Sammons Institutional Group
Dwayne Hairston Business Relationship Manager Nationwide Financial
Chris Harkins Sr. Policy Advisor, Government Relations Jackson National Life
Mary Heimlich Director, Product Management Impact Financial Systems, 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
Josh Hisley Government Relations Specialist Allianz Life Insurance Company
Matthew Hoffman Vice President - Compliance Manager, Regulatory Sourcing and Analysis Wells Fargo Advisors
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
Jason Hyslop Senior Manager, Compliance Raymond James Insurance Group
Allison Johnson Project Manager Allianz Life Insurance Company
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
Mike Knowles Counsel Great-West Life and Annuity Insurance Company
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
Ken Leibow Head of Distribution Technology & Strategy Global Bankers Insurance Group, LLC
Ellen Lester Business to Business Associate-Retirement Operations Global Atlantic Financial 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
Doug Massey EVP, Sales and Relationship Management Insurance Technologies
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
Michael Miller Chief Operating Officer Advisors Excel
Neivon Morantez Examination Manager FINRA
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
Mary Ann O'Brien Lead Controls Manager AXA
Brent Osborne Assistant Vice President, Client Solutions Lincoln Financial Group
John Pereira Manager, eCommerce Operations Prudential Financial
Lisa Pins Lead Product Consultant Brighthouse Financial
Alison Pollock Attorney Security Benefit
Mark Quinn Director of Regulatory Affairs Cetera Financial Group
Chad Ross Director, Broker Dealer Services & Key Accounts Pacific Life Insurance Company
Steve Roth Partner Eversheds Sutherland
Laura Scheckel AVP Strategic Account Management Prudential Financial
Adrienne Schmitz Senior Business Relationship Manager Athene Annuity & Life Assurance Company
Amy Scott Sr. Department Leader, Insurance Edward Jones
Keith Seger Vice President of Annuity Operations Great American Insurance Group
Matthew Settergren Director of Innovation and Implementation Allianz Life Insurance Company
Richard Short III IT Director Lincoln Financial Group
Patrick Smith Director Realationship Management Brighthouse Financial
Jeanann Smith Director, Product Management DTCC (The Depository Trust & Clearing Corporation)
Mark Smith Partner Eversheds Sutherland
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
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.
David Ward AVP - Government Relations Brighthouse Financial
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)
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