IRI_MarketingSummit_Lg_18


This list will be updated every Monday leading up to the conference.

Last updated: 2/16/2018

First Name Last Name Title Organization
Ryan Abernathy Director Bank of America Merrill Lynch
Darwin Aguilo Annuity Product Manager LPL Financial
Greg Alberti VP, Strategic Relationship Management Great-West Life and Annuity Insurance Company
Tina Ambrozy President NFS Distributors, Inc. Nationwide Financial
Tracy Arlett Business Development Manager Sammons Institutional Group
Bill Atherton Business Consultant, Retirement Income Planning CANNEX Financial Exchanges
Matt Aurelia Relationship Manager Fidelity
Caitlin Baber Vice President, National Account Manager Legg Mason, Inc.
Sean Baker Vice President AQR Capital Management
Kerry Bakken Fund Analysis Manager Sammons Financial Group
Andy Beiger Vice President Jennison Associates
Jason Bickler National Sales Manager Global Atlantic Financial Company
Joe Black VP, Head of Bank, BD, Wirehouse Sales National Western Life Insurance Company
Scott Bowers Regional Vice President BlackRock
Rodney Branch EVP & Chief Marketing Officer Athene USA
Melissa Buccilli Key Accounts Manager Schroder Investment Management
Tim Buckeridge Director, Investment Only Sales Franklin Templeton Investments
Katie Burke Vice President Goldman Sachs Asset Management
John Bussolari Solutions Director Veritas Document Solutions
Chris Carey National Accounts Director Great-West Life and Annuity Insurance Company
Lance Carlson VP, Divisional Sales Manager Great-West Life and Annuity Insurance Company
Eric Carroll Manager, Annuity Sales & Asset-Based LTC Sales Raymond James Financial
Kathi Carter VP, Annuity and Relationship Manager, Order Entry Stifel, Nicolaus & Company, Inc.
Scott Cawley Director - Business Development Annuities Principal Financial Group
Marie-Laure Chandumont Managing Director Barclays
Victoria Choi Vice President BlackRock
Wayne Chopus SVP, Strategic Relationship Management and Investment Solutions Prudential Annuities
Peter Cieszko Chief Client Officer, Americas American Century Investments
Michael Cobianchi Vice President, Institutional Insurance & Sub-Advisory Ivy Funds
Christopher Coburn Assistant Vice President, Head of Annuity, DI and LTC Marketing MassMutual Financial Group
Kathleen Cogan Relationship Manager Goldman Sachs Asset Management
Michelle Colbert Strategic Account Manager AIG Financial Distributors
Will Coleman Managing Director, Head of Retirement Solutions Legg Mason, Inc.
Mark Coneeny Head of Relationship Management Putnam Investments
David Coon Director - Retail Sales & Service LSV Asset Management
Steve Coyle SVP, Director of Subadvisory and Institutional Retirement OMAM
Barbara Dare VP, Wholesaler Productivity and Analytics Great-West Life and Annuity Insurance Company
Mike Davis VP, National Sales Director Brighthouse Financial
Graham Day National Sales Manager AXA Distributors
Cheri DeBoer-Stinson Director, Business Development Cooperative Technologies, Inc.
Robert DeChellis President & Chief Strategist Allianz Exchange
Eric Denham EVP, Product and Business Development Annexus
Amy Doll Director, Strategic Marketing Sammons Financial Group
Keely Donoway Vice President, Marketing Lead, Retirement Solutions Legg Mason, Inc.
Nate Dorr Consulting Actuary Milliman, Inc.
Alex Dowlin Director - Marketing Brighthouse Financial
Tina Downing VP, Strategic Relationship Management Prudential Annuities
Alexander Drzewiecki Sales Executive Quest CE
Hollings Dworsky Key Accounts manager Schroder Investment Management
David Eikenberg Head of Retirement T.Rowe Price Group, Inc.
Bana Eyasu Channel Marketing Manager T. Rowe Price Group, Inc.
Nancy Fahmy VP, Head of Distribution Investment Strategy Prudential Annuities
Atticus Fallon SVP, Head of Sub-Advisory - MIM Americas Macquarie Investment Management
Caryl Falvey Marketing Consultant MassMutual Financial Group
Kelly Fehring Relationship Manager Ohio National Financial Services
Michael Ferraro Director BlackRock
Bruce Ferris Guest Hall of Fame
Terri Fiedler Executive Vice President, Strategic Accounts AIG Financial Distributors
Michele Fisher VP, Chief of Staff Global Atlantic Financial Company
Ken Fitzsimons Director, Annuity Product Manager UBS Financial Services Inc.
Hernan Fonseca Vice President, Wirehouse and Bank Channel Manager Nationwide Financial
Brett Ford VP, Division Sales Manager Great-West Life and Annuity Insurance Company
Joseph Fournier Executive Vice President, Account Manager Pacific Investment Management Company (PIMCO)
Tracy Fraser Business Development Manager Transamerica / AEGON
Bernie Gacona Sr. Vice President, Director of Annuities Wells Fargo Advisors
Andy Goeller Vice President, National Sales Manager T.Rowe Price Group, Inc.
Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management
Jennifer Greene Manager of Sales Quest CE
Patrick Halas Director of Marketing Great-West Life and Annuity Insurance Company
Mark Halloran Managing Director, Business Development Transamerica / AEGON
Renee Hamlen Vice President & Head of Annuity Marketing New York Life Insurance Company
Calvin Harrelson SVP, National Insurance Sales Manager Capital Group Companies
Callie Heisler Sr. Marketing Strategist Principal Financial Group
Roland Ho Senior Project Manager CANNEX Financial Exchanges
Ted Hobbie Vice President AQR Capital Management
Matthew Housel Retirement Marketing Franklin Templeton Investments
Dylan Huang Senior Vice President & Head of Retail Annuities New York Life Insurance Company
Melanie Hughes Annuity Product Manager Wells Fargo Advisors
Robert Jameison SVP, Head of Institutional Insurance Fidelity Investments
Joel Jessen Vice President of Annuity Products Wells Fargo & Company
Bradley Jones National Accounts AQR Capital Management
Kevin Kennedy Managing Director, Head of Individual Annuity Business AXA Distributors
Yoojin Kim Executive Director JP Morgan Asset Management
Amy Kirkwood AVP, Marketing LPL Financial
Mack Kline Subadvisory Relationship Manager JP Morgan Asset Management
Jared Kloos Vice President, National Accounts and Sales ALPS Advisors
Myles Lambert Chief Marketing & Distribution Officer Brighthouse Financial
Stephen Langlois Head of Business Development eMoney Advisor, LLC
Marcia Larson VP Knopman Marks Financial Training
Richard LaVoice Executive Vice President, Retirement Distribution Strategy Symetra Financial
timothy Letter Senior VP, National Sales Prudential Financial
Gordon Linke Sr. Vice President, National Sales Manager Pacific Investment Management Company (PIMCO)
Bill Loehning Hall of Fame
Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group
Paul Lucas Director BlackRock
Lyeth Lyeth Vice President, Wealth Strategies Group Ayco Company
Ian Macduff Managing Director Natixis Investment Managers
Franchesca Maddalena Director, DC Marketing AB (AllianceBernstein)
Tim Mader Regional Account Manager InsuranceNewsNet.com Inc.
Stephen Maginn President & CEO AIG Financial Distributors
Frank Maher Director Transamerica / AEGON
Vanessa Marcos Vice President, VA Product Management Raymond James Insurance Group
Doug Massey SVP, Sales Insurance Technologies
Laura McCarron Corporate Vice President, Marketing New York Life Insurance Company
Michael McClary Chief Investment Officer ValMark Financial Group
Brooke Meyer VP, Retirement Marketing Global Atlantic Financial Company
Robi Minogue Vice President Goldman Sachs Asset Management
Louis Minora National Account Manager American Funds Distributors
Chris Moran Head of Sub Advisory Schroder Investment Management
Sharon Mossman Head of Sub-Advisory & Retirement Virtus Investment Partners, Inc.
John Mulhall Divisional Vice President of Institutional Sales Ohio National Financial Services
Katie Murphy VP
Kerry Murphy Director, Senior National Account Manager Allianz Global Investors
Melissa Mursch Senior Marketing Manager, Advertising Great-West Life and Annuity Insurance Company
Paula Nelson President & Managing Director -Retirement Global Atlantic Financial Company
Jason Newmark Director, National Accounts Securian
Nag-Bushan Odekar VP of Marketing, Individual Markets Great-West Life and Annuity Insurance Company
Dave O'Leary Vice President, WSG AYCO
Christopher Owens National Sales VP, Retail Life & Annuity Securian
Sandie Palmer Director, Senior National Account Manager Legg Mason, Inc.
John Papadopulos President, Wells Fargo Retirement Wells Fargo & Company
Kerry Pechter Editor & Publisher Retirement Income Journal
Phil Pellegrino Executive Director, Head of Annuities UBS Financial Services Inc.
Greg Phillips National Account Manager
Carrie Piltz Director of Subadvisory Strategic Partnerships Lincoln Financial Distributors
Barb Pittman Head of Insurance Hilltop Securities
Joe Powell Head of Product and Market Intelligence Brighthouse Financial
Peter Quinn Director, Intermediary Distribution BMO Global Asset Management
Seamus Ray Vice President T.Rowe Price Group, Inc.
Jacquelyn Reardon AVP, Marketing Manager AB (AllianceBernstein)
Patrick Rich Manager, Media Relations Jackson National Life
Mary Roberts Director, Relationship Management New York Life Insurance Company
Paul Roche Senior Strategic Relationship Manager Putnam Investments
Aline Schellhas SVP, National Director, Business Development Allianz Exchange
Melissa Scheuerman VP of Business & Sales Development, Sammons Retirement Solutions Sammons Institutional Group
Joel Schiffman VP & Director, Financial Institutions Janus Henderson Investors
Travis Schraffenberger Vice President, Strategic Marketing & Communications Western & Southern Financial Group
Teri Schultz Vice President, Marketing Protective Life Insurance Company
Matthew Settergren Director of Innovation and Implementation Allianz Exchange
Michelin Sharp VP & Director, Financial Institutions Janus Henderson Investors
Bob Shaw President, Individual Markets Great-West Life and Annuity Insurance Company
Matt Shaw Executive Vice President Pacific Investment Management Company (PIMCO)
Matthew Simpson Vice President, Financial Institutions Group BlackRock
Courtney Sipperley Senior External Communications Specialist Jackson National Life
Steve Snyder VP, Product and Platform Strategy LPL Financial
Frank Sottosanti Chief Marketing Officer Transamerica
Dan Starishevsky Senior Vice President, Marketing Jackson National Life
Molly Stauning Director of Marketing Brighthouse Financial
Bill Stetka National Sales Manager Legg Mason, Inc.
Scott Stolz Sr. Vice President, PCG Investment Products Raymond James Insurance Group
Craig Strauser SVP, Consulting Allianz Exchange
Tiffany Summers Executive Director, National Accounts JP Morgan Asset Management
Tamiko Toland Manager, Product Research CANNEX Financial Exchanges
Joseph Toledano Managing Director - Annuities & Insurance Morgan Stanley
Mike Treske Executive Vice President, Annuities and Investments AIG Financial Distributors
Stephen Truso Senior Vice President U.S. Bancorp Investments
Lauren Tschida Advisor Channel Marketing Representative Securian
Dawn Tutje Executive Director Morgan Stanley Investment Management Inc.
Colleen Tycz Vice President, National Account Manager Legg Mason, Inc.
Marshal Urbanz National Accounts Key Account Manager Securian
Marc Vosen President & Chief Executive Officer Key Investment Services, LLC
Oran Walsh Managing Director, Sub-Advisory Manulife Asset Management
Brian Welsh Vice President of Marketing Annexus
John White Vice President of National Accounts and Sales Support, Retirement Solutions Division Pacific Life Insurance Company
Eric Wilson Managing Director JP Morgan Asset Management
Samantha Winters National Account Manager Insurance News Net
Benjamin Woloshin Head of Retail Insurance - iShares/BlackRock BlackRock
Chris Wong Vice President & Director, Financial Institutions Janus Henderson Investors
Phil Wright Vice President, Marketing Communications Jackson National Life
Daniel Zelazny Managing Director AQR Capital Management