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Founder & CEO, Margaret J. Hartigan
Marstone
Ted Tsung, CEO
Jean Jacques Borno, CFP® Founder & CEO
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Paul R. Samuelson, Chief Investment Officer & Co-Founder Michael Benedek, President, CFO & Co-Founder Harry Bartle, SVP
LifeYield
Vijay Vaidyanathan, Founder & CEO
Optimal Asset Management
Jeffery Yabuki, CEO
Fiserv
Jeffrey Cowley, CTO
Franklin Tsung, Fintech Growth Strategist
Vincent Jeunet, CEO
Jennifer A. Pline, CFA and Executive Vice President, Head of Wealth Management
Thomas Huddleston, CIO
John Henning, Chief Client Officer
Richard F. Karger, Chairman and CEO
Brian Bichler, Managing Director and Head of Platform Experience
David Thompson, Vice President, David Thompson, Vice President
Sovereign Capital Vantage
Robert L. Omohundro, CEO
Robert L. Omohundro, CEO
Bob Chitrathorn, CFO/Co- Founder and VP of Wealth Planning
Robert J. Beck, CPA, Managing Partner
Marcus Fryar, Investment Adviser Representative
Fryar Financial
Michael Lomas Founder, President & Managing Partner,Glenn Wiggle, Owner, Chief Compliance Officer & Managing Partner, Dan Neiman, Owner, CIO & Managing Partner.
Marcus W. Fryar, CFP®, ChFC®, SE-AWMATM, CRPCTM, MBA Investment Adviser Representative
Tim Lang, Senior Executive Vice President and Chief Technology Officer, MicroStrategy
Christopher Wuhrer, VP-Product Management, Sage
David Grinholz, Director-Capital Markets Practice Lead, Matrix-IFS
Bill Kloster, CIO
SEH
Tom Lutz, Senior Vice President & Chief Procurement Officer, U.S. Bank
Jayleen Pittman, Head of Economic Capital, AmTrust Financial Services
Dahlia Conner, Director - Wealth Management, USAA
Al Chiaradonna, SVP, SEI Private Banking
Karen Moses, Vice President, Learning and Talent Development, Wintrust Financial
Vickie Sherman, SVP Director of Integrated Marketing
Mechanics Bank
Jakirul Islam, Senior Vice President, Bank Asia
Andreas Rogger, HR Director, Nemak
Filippo Casagrande, Head of Insurance Investment Solutions at Generali Asset & Wealth Management
Lito Villanueva, Executive Vice President and Chief Innovation & Inclusion Officer, Rizal Commercial Banking Corporation at RCBC
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Alternatif Menkul
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