attendees marketing summit - imeaconnect...erika dusen senior communication consultant lincoln...

ATTENDEES

MARKETING SUMMITSEPTEMBER 24 | CHICAGO | MID-AMERICA CLUB

MARKETING COUNCIL SPONSOR STAR AWARDS SPONSOR STAR COCKTAIL SPONSOR

TM

STAR AFTER PARTY SPONSOR

361 Capital

Jennifer BrookfieldVice President, Marketing

Tom FlorenceChairman & CEO

Aberdeen Standard Investments

Scott BurkeDigital Delivery Manager - Americas

AMG Funds

James KeenanDirector, Digital Strategy

Thomas MolesDirector

Ariel Investments

Mario GageSenior Investor Services Associate

Beth MarshallSenior Manager, Marketing Communications

BMO Global Asset Management

Gayle GipsonMarketing Manager

Boston Consulting Group

Peter WatsonPrincipal

Brandes Investment Partners

Ray LewisMarketing Manager

Carillon Tower Advisers

Scott BlodgettLead Creative Designer, Marketing

Matthew ChandlerDigital Marketing Manager

Meco SparksSenior Manager, Channel Marketing

Charles Schwab

Nelson TrautmanSenior Manager, Digital Experience

Columbia Threadneedle Investments

Suzanne LiebVice President, Product Marketing

Vicki LesterHead of Intermediary Marketing

Susie NealSenior Director, Marketing Programs

Jason ZubielSenior Marketing Manager

ATTENDEES



TM


Dodge & Cox

Scot HoffmanDirector of Communications

Federated Investors

Melissa RyanDigital Marketing Manager

Fenimore Asset Management

Frank PriviteraDirector of Marketing

Franklin Templeton Investments

Jennifer BallSenior Vice President, Marketing

Bob GeppnerExecutive Vice President,Head of National Sales – U.S.

Ryan RancatoreAdvertising Manager

FS Investments

Bernadette BridyHead of Product Marketing

FundX Investment Group

Phaedra SchroederWriter/Editor

FUSE Research Network

Neil BathonManaging Partner

Harbor Capital Advisors, Inc.

Peter TevonianVice President, Head of Digital Marketing

Anthony SperanzaMarketing Strategy Analyst

Heartland Funds

Candice MeyersDigital Marketing Manager

Hennessy Funds

Lauri HammerMarketing

Tania KelleyMarketing Manager

Megan VichichSenior Marketing Associate

Invesco

Tammie GadomskiInstitutional Marketing Manager

Mark SobolakDirector, Defined Contribution SegmentMarketing & Programs

ATTENDEES



TM


Ivy Investments

Kathy WallaceVice President, Marketing

Janus Henderson Investors

David MasterChief Marketing Officer

Alana NenselHead of NA Channel Marketing

Cira LaPerriereMarketing Coordinator

John Hancock Investments

Jay WightmanHead of Digital Experience

Andrew PetersonEditorial Director

Kipling Road

Bill DrewPresident

Legg Mason

John PrzygockiVice President, Direct Marketing Engagement

Lincoln Financial Group

Erika DusenSenior Communication Consultant

Lincoln Financial Group (Cont’d)

Paula McAfeeMarketing Consultant,CX Marketing Operations

MassMutual

Megan LearyMarketing Communications Consultant,Investment Solutions Innovation

Matthews Asia Funds

Helen LeeVice President, Global Marketing

Frank WheelerGlobal Head of Distribution

MFS Investment Management

Jessica RogersonAssociate Vice President,Senior Marketing Manager

Max SaundersSenior Marketing Manager

Morgan Stanley

Jim McCarthyHead of National Sales, Managing Director

Nationwide

Keith BernardAssociate Vice President

Kelly MooreMarketing Director

ATTENDEES



TM


Nuveen

Amy BergVice President, Municipals Product Marketing

Tara GiulianoHead of Client & Product Marketing

Adam SchafferSenior Director,Asset Management Marketing

Victoria CarriganAssociate Vice President, Marketing Investment Communications Writer

Wil CruzManaging Director, Global Creative Director

Kerri MurthaVice President, Retail Marketing, Client Campaigns

Ed QuattrocchiProduct Marketing Specialist

Principal

Kaitlyn JonesSenior Segment Marketer

Jessica LehmanSenior Marketing Communication Strategist

Carlos NavarroDirector, Marketing

Natasha TursiSenior Marketing Strategist

Saturna Capital Corporation

John OverturfMarketing Director

T. Rowe Price

Marcie DanielHead of Non-Product Offers

The Royce Funds

Eve Hartmann-CrepDesign Director

Thornburg Investment Management

Chris GlendeningSenior Digital Demand Generation Specialist

Gretchen HaydenInvestment Writer

Thrivent Mutual Funds

Joanna MillerMarketing Manager

Nathan OppedahlDirector, Digital Experience & Marketing

U.S. Global Investors

Joseph GuyerSenior Financial Writer

William Blair Funds

Theresa HarrisSenior Marketing Associate

John JacksonIM Marketing Manager

ATTENDEES



TM


William Blair Funds (Cont’d)

Abigail LochotzkiSenior Marketing Associate

Mary Claire SabalaskeyMarketing Associate

Attending SponsorsAppatura

John ClossonChief Strategy Officer

Corporate Insight

Michael EllisonPresident

Imprint

Andy SeibertManaging Partner

Ken WilliamsManaging Director

Morningstar

Jill AxlineSenior Content Strategist

Laura LuttonHead of Asset Client Solutions,Asset Management

SS&C Technologies

Mike CogburnDigital Consulting & Innovation

Chris Rahimian Senior Sales Executive

Seismic

Bill FinneganManaging Director,Financial Services Marketing

Stella KerkimisMarket Manager

SySys

Kevin SmithSenior Vice President

Attending PartnersBroadridge Celera Systemsddm Marketing & CommunicationsSalesPage TechnologiesSySysToppan Merrill

ATTENDEES



TM


IMEA

Kimber LintzDirector

Kait BruennProgram Manager

Cole JohnsonMember Services

Laura KloverEvent Manager

Chrystal WilliamsCouncil Director

attendees marketing summit - imeaconnect...erika dusen senior communication consultant lincoln...

Documents