IRI_MarketingSummit_Lg_18


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

Last updated: 3/6/2018

First Last Title Company
Ryan Abernathy Director Bank of America Merrill Lynch
Courtney Achay VP, Marketing Pacific Investment Management Company (PIMCO)
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
Matt Appenfelder Appenfelder Vice President Pacific Investment Management Company (PIMCO)
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
Adam Barausky Divisional Vice President Voya Financial
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
Bill Boscow Managing Director Achaean Financial
Mike Boutureira VP Client Marketing American Century Investments
Scott Bowers Regional Vice President BlackRock
Rodney Branch EVP & Chief Marketing Officer Athene USA
Brian Broberg Financial Advisor Summit Brokerage Services, Inc.
Melissa Buccilli Key Accounts Manager Schroder Investment Management
Tim Buckeridge Director, Investment Only Sales Franklin Templeton Investments
Marica Buell AVP Channel Marketing Nationwide Financial
Katie Burke Vice President Goldman Sachs Asset Management
John Bussolari Solutions Director Veritas Document Solutions
Bruce Cacho-Negrete Vice President, Investments; Financial Planner The Starner Group of RAYMOND JAMES
Chris Callahan Vice President Barclays
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
Tyler Carr Vice President, National Relationship Manager Delaware Life
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
Ben Childs Assistant Director, Internal Marketing Ohio National Financial Services
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
Jon Clement National Director, Insurance Sales MFS Investment Management
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
Jennifer Cook AVP, Marketing Communications Pacific Life Insurance Company
David Coon Director - Retail Sales & Service LSV Asset Management
Tom Corner AVP, Relationship Management
Chat Cowherd VP, Head of Relationship Management American Century Investments
Steve Coyle SVP, Director of Subadvisory and Institutional Retirement OMAM
Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments
Don Dady Co President & CEO Annexus
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
Robert DeChellis President & Chief Strategist Allianz Exchange
Stacy Dehnel Dehnel Communication Consultant Allianz Life Insurance Company
David DeLibro Vice President, Head of Strategic Accounts AIG Financial Distributors
Eric Denham EVP, Product and Business Development Annexus
Amy Doll Director, Strategic Marketing Sammons Financial Group
Erin Donnelly Executive Vice President, Head of DCIO TIAA Global Asset Management - Nuveen
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
Corey Dylengoski Strategic Account Manager HealthyCapital
David Eikenberg Head of Retirement T.Rowe Price Group, Inc.
Millicent Eubanks Vice President – Investment Officer Wells Fargo Advisors
Paul Ewing President, Prosperity Advisory Group Cetera Financial Group
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
David Fiery Marketing Head of insights and Analytics
Michele Fisher VP, Chief of Staff Global Atlantic Financial Company
Ken Fitzsimons Director, Annuity Product Manager UBS Financial Services Inc.
Thomas Foley Financial Professional AXA Advisors
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
Randy Gabrielson Senior Vice President, Relationship Management Allianz Life Insurance Company
Bernie Gacona Sr. Vice President, Director of Annuities Wells Fargo Advisors
Chris Gillespie Manager, Product Marketing Vertafore
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
Matt Greenwald President & CEO Greenwald & Associates
Marty Griffin Senior Vice President, Institutional Sales Ohio National Financial Services
Patrick Halas Director of Marketing Great-West Life and Annuity Insurance Company
Jonathan Hall Senior Vice President
Mark Halloran Managing Director, Business Development Transamerica / AEGON
Justin Halverson Partner Great Waters Financial
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
Simeon Hernandez Head of Retirement Business Development Global Atlantic Financial Company
Bob Heske Business Marketer Broadridge Financial Solutions Inc.
Roland Ho Vice President, Project Management 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
Jeff Hughes National Sales Manager-Ins & Education Division Invesco
Melanie Hughes Annuity Product Manager Wells Fargo Advisors
Michelle Jackson Vice President, Business Strategy & Development Broadridge Financial Solutions Inc.
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
Michael Kazanjian VP, RSD Annuity Marketing, LFD Lincoln Financial Group
Scott Kearney Managing Director of Sales, Marketing & Client Service Kennedy Capital Management
Sean Kelly Senior VP & Managing Director, DCIO & Sub-Advisory Services Eaton Vance Distributors, Inc.
Kevin Kennedy Managing Director, Head of Individual Annuity Business AXA Distributors
Dan Kerrigan Co-CEO/Founder, Kerrigan Davis Capital and Risk Management Cetera Financial Group
Yoojin Kim Executive Director JP Morgan Asset Management
Amy Kirkwood AVP, Marketing LPL Financial
Melissa Kivett SVP, Chief Marketing & Customer Experience Officer
Mack Kline Subadvisory Relationship Manager JP Morgan Asset Management
Jared Kloos Vice President, National Accounts and Sales ALPS Advisors
Stephanie Kulwich VP, Marketing Allianz Global Investors
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
Joshua Legband Advisor Great Waters Financial
DESTINY LENTZ DIRECTOR, ACCOUNT MANAGEMENT Broadridge Financial Solutions, Inc.
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
Gavin Long Associate Account Executive Broadridge Financial Solutions Inc.
Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group
Mai Luc Product Specialist
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 National Sales Director InsuranceNewsNet.com Inc.
Stephen Maginn President & CEO AIG Financial Distributors
Frank Maher Director Transamerica / AEGON
Brian Maksymowicz Director - Marketing Brighthouse Financial
Vanessa Marcos Vice President, VA Product Management Raymond James Insurance Group
Doug Massey SVP, Sales Insurance Technologies
Ron Mastrogiovanni, Jr. Director of Business Development HealthyCapital
Ron Mastrogiovanni, Sr. CEO of HealthyCapital HealthyCapital
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
Michael Miller Chief Operating Officer Advisors Excel
Robi Minogue Vice President Goldman Sachs Asset Management
Louis Minora National Account Manager American Funds Distributors
Donald Moore Chartered Financial Consultant Chesapeake Financial Strategies, LLC
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
Shaela Mullaney Client Service Associate Manulife Asset Management
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
Greg Naples Senior Vice President, Financial Advisor Morgan Stanley Wealth Management, LLC
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
Sue Painter AVP, Adviser & Client Services Penn Mutual Life Insurance Company
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
Michele Quach Quach AVP, DC Marketing AB (AllianceBernstein)
Peter Quinn Director, Intermediary Distribution BMO Global Asset Management
Bryan Rapp Product Specialist Edward Jones
Seamus Ray Vice President T.Rowe Price Group, Inc.
John Regina VP Sub Advisory Allianz Global Investors
matt rentz Corporate Vice President-Marketing New York Life
Patrick Rich Manager, Media Relations Jackson National Life
Jim Richards Chief Strategy Officer, Owner of RetireUpPro Annexus
Douglas Richmond Sales Executive Vanguard Group, Inc.
Mary Roberts Director, Relationship Management New York Life Insurance Company
Paul Roche Senior Strategic Relationship Manager Putnam Investments
Kristi Rodriguez VP - Nationwide Retirement Institute Nationwide
Michael Roth President RetireUpPro
Craig Rudesill AVP, Annuities Marketing Nationwide Financial
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
Tony Scola Vice President State Street Global Advisors
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)
Ron Shurts President & CEO Annexus
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
Daniel Soo Senior Wealth Management Advisor, Individual Advisory Services TIAA
Frank Sottosanti Chief Marketing Officer Transamerica
Dan Starishevsky Senior Vice President, Marketing Jackson National Life
Molly Stauning Director of Marketing Brighthouse Financial
Lorry Stensrud CEO Achaean 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
Tom Streiff Retired Special IRI Memberships
Stephen Stricklin President Wise Wealth, LLC
Tiffany Summers Executive Director, National Accounts JP Morgan Asset Management
Amy Tenanes Director of Marketing HealthyCapital
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
Christine Tucker Vice President, Marketing - Retirement Solutions Division Pacific Life Insurance Company
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
Corey Walther SVP, Head of Business Development & Relationship Management Allianz Life Insurance Company
Dr. Raymond Weick CMO of HealthyCapital HealthyCapital
Brian Welsh Vice President of Marketing Annexus
John White Vice President of National Accounts and Sales Support, Retirement Solutions Division Pacific Life Insurance Company
Todd Williams VP, National Accounts American Century Investments
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
Kathy Yoder Marketing Manager Capital Group Companies
Jim Young Vice President, Product Management, Mutual Funds and Retirement Broadridge Financial Solutions Inc.
Daniel Zelazny Managing Director AQR Capital Management