NetFinance 2014 (past event)

27 - 29 April, 2014

 Microsoft , Singapore, FL

Array

Speakers

Speaker

Martha Acworth
CMO
Salem Five Bank
Martha Acworth currently serves at Chief Marketing Officer for Salem Five Bank, a $3.3 billion community bank in the Greater Boston region. Since joining the bank in 2008, Ms. Acworth has overseen a comprehensive brand repositioning and manages marketing, PR, and an evolving brand platform across delivery channels and business lines. Acworth also oversees the Salem Five Charitable Foundation.

Ms. Acworth joined Salem Five from KeyCorp, a $90 billion financial services firm. She began as a Field Marketing Manager for the Vermont, New Hampshire, and Maine districts, and then became Field Marketing Director for the corporate and investment bank, serving teams in  Boston, New York, Chicago, Dallas, Houston and San Francisco.

Prior to KeyCorp, Acworth spent several years with the Pyramid Companies, the largest retail developer in the Northeast. She served as Director of Marketing and Sales for several super-regional shopping centers, and as a Development Project Manager

Martha spent the earliest part of her career in sports marketing with the Olympic Authority in Lake Placid, NY, and the US Olympic Committee in Lake Placid and Park City, Utah, as Advertising and Promotions Manager, and then Corporate Affairs Manager,

Ms. Acworth serves on the board of Girls Inc. of Lynn, and is a “Big Sister”. She also serves as Chair of the Greater Boston Chamber’s Women’s Network Advisory Board, and is a graduate of their Boston Future Leaders program. Acworth serves as Board Director and Vice Chair of the Reiss Foundation, which operates leadership camps in Lake Placid, NY for underprivileged inner-city youth. A graduate of Fordham University in New York, she resides in Boston with her husband and two young sons.

Deva Annamalai
SVP, Marketing Technology and Data Insights
Zions Bancorporation
Deva is a Senior Vice President responsible for managing the Marketing Technology area for Zions Bank. In this role Deva is responsible for smarter marketing initiatives which involve different areas of analytics using customer transactional behavioral, payments and web data. Deva has been with Zions Bank for over 4 years. He has consulted for various Fortune 100 companies in the last 15+ years. His areas of interest include understanding the application of Big data and predictive analytics in improving customer experience and Data Insights.
Andrew Artemenko
Senior Vice President of Digital Marketing and Content Strategy
Bank of America
Chris Barlow
VP eBanking
Webster Bank
Mr. Barlow joined Webster Bank in 2011 as Vice President of eBanking in the Internet Banking and Distribution group. In his role, he leads the development of customer-facing digital strategies, aligning each with line of business goals, and defining a multi-year roadmap for online/mobile development and innovation. Working with the eBanking, IT, Marketing and Product teams, Chris is responsible for defining digital functionality and user experiences for Webster's customer touchpoints.  A Stanford University Alumnus, Mr. Barlow has over 20 years of experience in creating digital financial services experiences having developed leading solutions for USAA, Citibank, American Express, and Standard & Poor's.
Jon Biskner
Vice President of Information Technology
Nicolet National Bank
Jon has 10 years of leading a technology team for a growing community bank in Northern Wisconsin. Jon received his B.S. degrees in Economics and Business Administration from the University of Wisconsin-Green Bay in 1996. He received his MBA from the University of Wisconsin-Oshkosh in 2003. Jon has been active in the community as a member of his church, the Jackie Nitschke Center, and the United Way. Jon’s primary areas of responsibility with Nicolet National Bank, include all areas in IT and Security, as well as serving the needs of our banking customers.
Ashish Braganza
Director, Global Business Intelligence
Lenovo
Kristy Brandon
SVP, eBanking
Comerica Bank
Kristy Brandon serves as Senior Vice President of eBanking Retail Products at Comerica Bank, one of the top 25 banks in the US.  In this capacity, she leads Comerica’s retail and small business eBanking channels including online and mobile.

Kristy’s 20 year career with pioneering Online and Mobile Banking industry companies started as employee #42 with National Payment Clearinghouse.  During her adventures in eCommerce with Intuit, CheckFree and Fiserv Kristy has been instrumental in helping many of the top 50 US Banks and Credit Unions orchestrate and implement world-class Online strategies.  She also directed large operations involving staff and vendors around the world.  Throughout her career she has received numerous awards for her combined technical and strategic excellence.

Kristy actively posts timely banking news on Twitter @eBankingGirl and her eCommerce weblog www.Kristy.Mobi
She currently resides in metro Detroit. 

Derrick Brooks
VP Digital Solutions
Scottrade
Bianca Buckridee
Social Media Operations Manager
Chase
Bianca Buckridee leads Social Media Operations at JPMorgan Chase, where she is responsible for building out the bank’s social customer service channels, including @ChaseSupport. Her team is the first at Chase to cross multiple lines of business – with specialists from Consumer & Business Banking, Credit Card Services and Home Lending. Prior to joining JPMorgan Chase, Buckridee was at SunTrust Bank, where she launched their first social media engagement service team. Coupling these experiences, Buckridee has a strong track record of launching and aligning social service engagement strategies with other branding and public relations efforts.

Buckridee has been lauded as one of the pioneers and thought leaders in the social customer service field. She is a noted speaker, often championing the cause of incorporating social care into marketing and customer experience strategies. In September 2012, Buckridee was profiled in American Banker and in June 2013, Bank Innovation named her as an Innovator to Watch. In April  2013, her team earned a Webby Awards Honoree for Social Customer Service. In December 2013, Buckridee was honored by The Social Media Leadership Awards for demonstrating best practices in Banking.

Alejandro Carriles
Executive Vice President, Director of Mobile Strategy and Retail Innovatio
Compass Bank Shares
Alejandro E. Carriles, Executive Vice President and Director of Mobile Strategy and Retail Innovation at BBVA Compass, is responsible for the mobile banking retail delivery channel, setting the overall strategic direction of the bank’s Mobile solutions in the USA, and serving as lead for retail innovation projects. 

Mr. Carriles has led a renewed mobile strategy for the bank, which included the release of native mobile banking applications for the Android, Blackberry, iPhone, iPad, Windows Mobile and Kindle Fire platforms to complement the bank’s existing SMS Banking solution; redesigning the app fulfillment process, and a new marketing approach.  As a result, the number of mobile app users increased over 10-fold in the last 3 years.

By focusing on the Customer Experience, Mr. Carriles has been able to lead projects that have influenced the industry, such as the Stand Alone Enrollment for Mobile Banking, effectively making Mobile a unique and independent channel from the traditional Online Banking, while at the same time dramatically improving the customer satisfaction among the bank’s mobile users.
Emilio Cristobal Rubio
Senior Vice President / Head of Customer Contact Center
Santander
Emilio Cristobal, Senior Vice President at Santander Bank, is the Head of the Customer Contact Centers and responsible for General Customer Care, Specialized Services, (Credit Card, Investments, Mortgage, Online Banking, Email/Social Media), Dedicated Sales, Account Specialists, Fulfillment and the islands for Mass Affluent and Small Business.
Part of his responsibilities include full oversight for all functional areas in the contact center, including Quality and Compliance, Learning, Development and Engagement, Sales, Efficiencies and Performance Management.
 
Emilio has more than 17 years of international career in Europe, the Americas and Asia. During this time he has developed his expertise in Contact Centers with an extensive record in operations, finance, strategy and sales within the banking, insurance and telecommunication industries. Part of his experience comes from helping companies such as BBVA, Banco Popular, Zurich, or Telefonica to maximize customer experience by implementing multichannel strategies while managing teams of more than 2,000 agents. Emilio contributed during 12 years to help global call center leader Atento expand operations in Spain, Japan and US, leading the externalization of all US customer service operations for BBVA Compass. In his last role in Atento he was the Country Head for USA and Puerto Rico. Emilio previously spent time with BBVA in the Syndication and Corporate credit markets for North and South America as a Senior Credit Analyst in the New York branch
Adam Devlin
VP Digital Channels
First Republic Bank
Dan Dickinson
VP Digital Banking
Equitable Bank
After spending several years at BMO Bank of Montreal, most recently as Managing Director of Online & Mobile Banking, Dan has spent the last 18 months at Equitable Bank in Toronto building a new branchless bank. Dan tweets sporadically at @digitalbankguy, is in perpetual need of an espresso, and never wears a tie. Ever.
Thomas Foresta
CIO
Dean Bank
Sheri Taylor Gilchrist
VP, Director of Relationship Marketing
Eaton Vance
Sheri Gilchrist is the Vice President, Relationship Marketing at Eaton Vance. She is responsible for customer data development, infrastructure management and database marketing initiatives with the goal of turning raw customer data into business intelligence for use throughout the Corporation. Additionally she manages direct marketing efforts which support the many marketing campaigns focused on the Company’s key strategic initiatives.

An expert in database marketing, multichannel analytics and investing behavior, Sheri is focused on getting the little data right in big data for high growth organizations. Her work uncovers truths hidden in data and its effect on business and investing.

Gilchrist has been featured in B2B Magazine, MarketingProfs, Direct Magazine, and CRM News

Lewis Goodwin
President and CEO
GoBank
Lewis Goodwin serves as President, CEO and Board member of Green Dot Bank, a single branch Fed member bank based in Provo, Utah.  Lew is a licensed Certified Public Accountant with 30 years of banking experience; previously he held senior positions with Daimler Chrysler Financial Services, Toyota Financial Savings Bank, Medallion Bank, Providian Bank and US Bank, formerly West One Bank, Utah.  

Green Dot Corporation is a leading prepaid financial services company providing simple, low-cost and convenient money management solutions to a broad base of U.S. consumers nationwide. Go Bank is a mobile-based fully featured DDA account for consumers nationwide.  Green Dot also owns and operates the Green Dot Network, the nation's leading prepaid card reload network and is headquartered in Pasadena, California.

Nick Holland
Senior Analyst of Payments
Javelin Strategy & Research
Nick Holland is Senior Analyst, leading Javelin’s Payment practice area and working with clients to gain strategic insights into payment trends. Nick has spent the last decade focusing on the intersection of payments, mobile, retail and security, working at Mercator Advisory Group, Pyramid Research, Aite Group and most recently with Yankee Group heading their Mobile Money Strategies practice.
He has spoken and chaired a variety of conferences and events, including GSMA Mobile World Congress, Rutberg Wireless Innovators, Money2020, SXSW and 4GWorld and has appeared in publications and shows including The Wall Street Journal, CNN Money, NPR's "Marketplace", Forbes, Fortune, Business Week, Time Magazine, The Economist and the Financial Times.
Nick holds an MSc. degree with Distinction in Information Systems Management from the University of Stirling, Scotland (Master’s Thesis in 2001 was on Bluetooth as a payment technology), and a B.A. Honors degree in Art and Design History from De Montfort University in England.
Zeba Hyder
Head of Digital Marketing
AIG
Zeba Hyder is the Head of Digital Marketing, Global Consumer since Feb 2013.  She is responsible for empowering targeted countries accelerate their growth in customer-centric digital marketing & ecommerce. Prior to this Zeba was the acting Chief Marketing Officer in Brazil since 2011 where she established, developed and drove a customer-centric integrated marketing capability based on deep customer research.   Prior to that she launched direct marketing operations in a number of countries for AIG Personal Lines where she worked since 2008.  Before joining AIG, Zeba drove several ecommerce and traditional marketing operations at HSBC Life Insurance, SBLI Life Insurance, Bank of America & Chase Manhattan. She has been a speaker at various eCommerce conferences and holds a USA patent in Electronic Signature for Insurance Applications for the Internet and the Call Center.  Zeba has an MBA from Boston University.
Alex Jimenez
Senior Vice President and Director Digital Channel Management
Rockland Trust Company
Alex Jimenez is a Senior Vice President at Rockland Trust, a Massachusetts Community Bank, where he manages digital channels, debit cards, and customer service. Alex has 27 years of experience in Financial Services, 19 in banking with Rockland, Fleet Bank and Bank of America. His experience includes Operations Management, Strategy, Process Improvement and Project Management.
Eliel Johnson
Managing Director of User Experience - Mobile, Web & Desktop Applications
Charles Schwab
Eliel Johnson is the managing director of user experience for Charles Schwab. He is responsible for Schwab’s multi-platform design strategy that includes native mobile applications, responsive web solutions and innovation for emerging platforms. Eliel is an accomplished user experience strategist, interaction designer and team leader with over 18 years of experience designing software experiences for mobile, tablet, ebook, web and desktop. Prior to joining Schwab, Eliel worked for some of the largest user experience agencies in the US and Europe, leading design efforts for both start-ups and Fortune-100 companies.
Brett King
Founder
Movenbank
Brett King is a bestselling author, American Banker’s Innovator of the Year for 2012 and the founder of the direct mobile bank Moven. He is an International Judge for the GSMA Global Mobile Awards, the Asian Banker Retail Excellence Awards and for the Middle-East Business Achievement Awards.

A global thought leader in financial services and customer experience, King is a sought after expert on innovation, technology disruption, customer experience and channel distribution strategy. He publishes regularly in his role as industry advisor on Huffington Post, Internet Evolution, SeekingAlpha, American Banker, FinExtra and his personal blog Banking4Tomorrow.com. He has recently been featured on Bloomberg TV, BBC, CNBC, Wall Street Journal, Financial Times, The Economist, etc.
He previously led the Asia division for Modem Media/Digitas and the E-Business service line for Deloitte. He has worked with top global banks like HSBC, BMO, TD, Lloyds, RBS, Sberbank, JP Morgan Chase and others as a strategic advisor, and also provides thought leadership to leading service organizations such as Oracle, Microsoft, Sapient, Leo Burnett and others.

Parin Kothari
Senior Manager of Online Channel Product Management
TD Bank Group
Parin Kothari is an experienced management consultant who works with macro-level strategic models primarily architecting the building blocks for a business that can withstand and monetize changes in the broader socio-economic environment, especially those related to the maturity of technology. Parin started his career at the Boston Consulting Group in South Asia and more recently was instrumental in establishing the business architecture practice at Wells Fargo Bank’s Internet Services Group. Today, he is at TD Bank’s North American Digital Channels organization driving product management, business architecture and operational maturity. Parin is also active in the community and works on education projects with several not-for-profit organizations across the globe.
Sheryl Larson
Senior Vice President of Digital Marketing
Northern Trust Co
Sheryl Larson is a Senior Vice President and head of Digital Marketing at Northern Trust, a global financial services firm with $846.2 billion in assets under management. Based in the company’s headquarters in Chicago, Sheryl manages Northern Trust's external websites including: NorthernTrust.com, FlexShares.com and NorthernTrustOpen.com. Her team of content managers works closely with the company’s global business divisions to create and execute strategic digital marketing programs.

Sheryl has built a social media program for Northern Trust using Facebook, Twitter, LinkedIn and YouTube. She oversees collaboration for digital initiatives with more than a dozen divisions within the company. Her team has also deployed Wealth Path, an iPad app targeted to Wealth Management prospects.

Prior to joining Northern Trust in 2004, Sheryl worked in various communications and marketing positions for eight years at Cox Target Media in Largo, Florida.

Sheryl received both B.A. and M.A. degrees in Mass Communications from the University of South Florida.

Dan Latimore
Senior Vice President of Banking Team
Celent
Daniel W. Latimore, CFA, is the Senior Vice President of Celent’s Banking group and is based in the firm’s Boston office. Mr. Latimore’s areas of focus include the banking ecosystem, consumer behavior, innovation, and technology-enabled strategy. Mr. Latimore has been widely quoted in the press, including the Wall Street Journal, Boston Globe, CNBC and CNBC Europe, and American Banker. He is a frequent speaker at industry conferences and client presentations, having delivered addresses in more than a dozen countries to audiences ranging from intimate meetings with CEOs and central banks to keynote conference speeches. He led research groups at Deloitte and IBM, worked in industry at Merrill Lynch (where he lived in New York, Tokyo and London) and Liberty Mutual, and was a consultant at McKinsey & Co.

He received a Masters in Public Administration from the John F. Kennedy School of Government at Harvard, and an undergraduate degree from Dartmouth College. He holds the Chartered Financial Analyst designation from the CFA institute.
Dan Marks
CMO- Financial Services
Sears Holdings Corp.
Dan Marks is the Chief Marketing Officer for First Tennessee Bank, one of the two primary business units of First Horizon National Corporation. First Tennessee is one of the leading banks in the southeast and a Top 30 bank in the US. It has been nationallyrecognized by independent research organizations such as Greenwich Associatesand JD Power for leading customer satisfaction.

Dan is responsible for allmarketing and consumer digital/eCommerce channels for First Tennessee, a nearly billion dollar revenue business unit of First Horizon National Corporation. Danis frequently asked to speak at leading events around the world on Marketingand Digital topics such as Mobile, Social Media.

Dan has a MBA from Vanderbilt University and a BS from Belhaven University. He serves as Co-Chair of the Dallas CMO Collective.  Dan also actively serves in the localcommunity, sitting on the boards or equivalent for the Memphis Music Foundation,Dixon Gallery and Gardens, and Second Presybterian Church. 
Larry McClanahan
VP- Director of Digital Delivery
Fifth Third Bank
Mr. McClanahan currently serves as Director of Digital Delivery for Fifth Third Bancorp. In this capacity he is responsible for managing the strategic direction and execution of Fifth Third’s ATM, Internet Banking and Mobile Banking channels for Consumer and Small Business markets.
Ryan Miller
Vice President, Digital Sales
Bank of the West
Silu Modi
Vice President of Marketing
Macquarie Financial Services
Silu Modi is Head, Social Sales Centre of Excellence for RBC. For more than 15 years he has pioneered the digital strategy for some of Canada’s best-known financial services firms, including Invesco Trimark, where he led the eServices team to build the award-winning Trimark Advisor site. While at DundeeWealth, Silu’s leadership in eBusiness initiatives created “The best financial advisor site in North America,” according to Pyramid Research. In his previous role, Silu led Macquarie’s Canadian retail financial business units in developing their digital and social media strategy.

Silu was recently named one of North America's Top Ten Social Business Leaders for 2013 by "Infoweek".

Mushter Moin
Head of e-Business Commercial Markets
The Hartford
Mushter Moin is the Head of E-Business Commercial Markets at The Hartford, where he leads the development, prioritization, monetization and execution of the digital agenda for The Hartford's Commercial segment and its individual lines of business. He is accountable for the development, deployment and management of digital assets, capabilities, campaigns, processes and experiences to increase penetration of target audiences and adoption of self service capabilities. He provides business oversight for Commercial digital investments and channel management practice.
Sean Murray
Executive Director of ePayments and Online Product Strategy
JP Morgan Chase
Michal Panowicz
Managing Director | Products, Digital Channels and Marketing
mBank
Michal Panowicz is a Harvard Business School Alumnus 2006. He worked for Boston Consulting Group where he led projects regarding sales and distribution, technology and innovation and organizational design for Fortune 500 financial institutions and consumer goods companies in CEE region. As a member of eBay team he participated in $2.6B acquisition of Skype. In 2006 he joined Microsoft, where he was responsible for developing business strategy (including Natural User Interface strategy or re-defining MS strategy vs. Apple) and managing licensing programs, pricing, marketing, sales escalations and deal financing. Joined BRE Bank in 2011, where he managed Project New mBank, the biggest innovation-driven initiative in Polish banking sector over the last decade.
Pankaj Parekh
VP Mobile Banking
Wells Fargo
Pankaj is the manager of the Mobile Center of Excellence at Wells Fargo Bank. He has expertise in digital/mobile strategy and consulting within the bank.

His team leads the Wells Fargo mobile public site and mobile messaging (SMS/push notifications) capabilities As a senior leader of the mobile channel Pankaj uses his deep technology and product strategy background to advise groups within the Wells Fargo Enterprise on their mobile strategy.

Prior to that Pankaj Parekh worked for several years as a management consultant with CAP-Gemini advising Fortune 100 companies on their product strategy during the dawn of the internet age.
Dave Passavant
SVP, Banking Innovation Center Director
PNC
David B. Passavant is the senior vice president, banking innovation center director for PNC Bank. David’s group leads efforts to bring innovative business and technology thinking into PNC, and works with business leaders across the bank to find and incubate innovative ideas. David also leads the PNC Center for Financial Services Innovation, a newly established research partnership between PNC and Carnegie Mellon University. Prior to joining PNC Dave led a consumer product innovation group at UPMC, a health care system in Pittsburgh, PA. David has held consulting positions with Accenture in Washington DC and with strategy and design consultancy Stone Yamashita Partners in San Francisco and New York City. David has also held product and business development positions at two successful venture-backed Silicon Valley startups, Rearden Commerce and SquareTrade Inc. David holds a bachelor’s degree in Computer Science and Business Administration from Washington & Lee University and an MBA from the Tepper School of Business at Carnegie Mellon University.
Brian Piccolo
Manager, Digital Strategic Services
Liberty Mutual Insurance
Brian Piccolo is the Manager of Digital Strategic Services group within Liberty Mutual Personal Lines Distribution.  He is responsible for identifying and developing sustaining and breakthrough innovations that can enhance Liberty Mutual’s digital insurance products and services. 
 
Brian is an accomplished senior digital executive with over 15 years of experience delivering innovative multi-channel digital solutions that help small and large organizations improve their sales, marketing and operations.  He began his career at Liberty Mutual in the Personal Lines Actuarial Department before leaving Liberty for the agency world where he founded a small web design and development agency in Boston.  Prior to rejoining Liberty in October of 2012, Brian was VP of Interactive at AMP Agency, managing their mobile and web development teams for clients like Hasbro, U.S. Cellular and Samsonite.

Brian is a graduate of Bryant College with a Bachelor of Science in Business Administration and a concentration in Applied Actuarial Mathematics.
Patrick Reetz
Vice-President, Fidelity Labs and Fidelity Center for Social Media
BMO Financial Group
Over 16 years of experience in leveraging online and mobile technologies to meet and exceed specific business objectives across Sales, Marketing, Investments, Banking, Product Management, and Strategic Planning.

Executive with broad experience in all aspects of online service, back office operations and sales. Direct experience leading critical online and mobile distribution channels. Background includes focus on developing staff, creating strategic direction, delivering multi-channel experience, and implementing enterprise level project management.


Mitch Rose
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Financial Service Digital Consultant
Before his recent consulting work for American, Asian, and Australian financial services firms, Mitch was the VP, Strategic Initiatives at Prudential, where he led the Content, Social Media, Mobile, and Digital Analytics, Research, and Innovation teams for the in-house digital agency. While there, he created the content and social media teams, oversaw the launch and redesign of numerous websites and tools, and provided strategic direction for the digital marketing initiatives of Prudential businesses and corporate groups.
Pat Scott
Chief Digital Markeitng Officer
Nationwide
Responsible for Nationwide.com, User Experience, Social Media, Mobile and Digital Promotions for Nationwide Insurance and its portfolio of companies. Lead execution of mobile and social media strategy, execution of online campaigns, display advertising, email marketing and governance, online video, content editing and publishing, and thought leadership for emerging online media and use of new technology.
Aashir Shroff
Global Account Manager, Financial Services
Wells Fargo
Aashir Shroff is Vice President of Mobile Banking and Payments for Wells Fargo's Digital Channel Group. Working in mobile for the past 10 years, Aashir has garnered much success by leading a variety of business development, product management and marketing functions. Aashir's career with Wells Fargo began in 2008 as an early member of the Wells Fargo mobile team. Throughout his tenure, Aashir and his teams have led efforts to help foster growth and deliver success for the mobile channel. Prior to Wells Fargo, he worked for both industry leaders and startups. He is a frequent guest speaker and contributor on mobile banking and payments topics.
Ophir Shtrim
Head of Consumer Service
Isracard Group
Ophir Shtrim is the call center manager for credit card holders at Isracard Group in Israel. He has been with Isracard for more than 12 years in various customer-facing rolls. For the last few years, in line with Isracard's agenda, Ophir has lead the integration project which has added Personetics’ digital banking
Jim Simpson
Vice President of Information Technology
City Bank
Daniel Souers
eMarketing Director
MAX Credit Union
Daniel Souers is a digital marketer, entrepreneur, and trend watcher. When not working, he’s spending time with his three kids and wonderful wife. He’s on twitter @danielsouers.
Patrizio Spagnoletto
Head of Digital
Farmers Insurance
In his position as Head of Digital, Spagnoletto is responsible for developing and executing the enterprise strategy to engage, acquire and connect with customers through all digital touch points. This includes all marketing and product experiences.

Spagnoletto brings 18 years of experience in U.S. and international consumer and business marketing, general management and digital strategy. He was most recently vice president of global marketing services for Yahoo! In that role, he managed all Yahoo! media buys, social strategy, CRM, events and performance marketing.

In 2011, he was a recipient of the prestigious Yahoo! Superstar Award for leadership.                               

Prior to his 13-year career with Yahoo!, he worked in various marketing roles for Ememories.com; Nestle Beverage Co.; and Parmalat USA.

A graduate of Lafayette College in Easton, Pennsylvania, Spagnoletto earned a bachelor's degree in business economics and international affairs.      

Jay Spahr
Director eBusiness
Salem Five Savings
As senior vice president of eCommerce, Jay Spahr is responsible for delivering the latest innovations to Salem Five customers, allowing them to bank with convenience via a mobile device, online, or over the phone.  As one of the first banks in the nation to offer online banking, Salem Five launched Salem Five Direct under Spahr’s leadership. Salem Five Direct offers eOne, which has received national attention among high-yield checking and savings accounts.

Prior to joining Salem Five in 2000, Spahr was a Director at BankBoston and Product Manager at Fidelity Investments. He is a member of the board and finance committee of Girls Inc. in Lynn, Mass. and former advisory board member at Salem Cyber Space.

Spahr graduated with a mechanical engineering degree from Drexel University and received an MBA from The Wharton School at the University of Pennsylvania.
Boyd Stacey
Junior Economist
BBVA Compass
Hadley Stern
Vice President
Fidelity Investments
Angeline Tang
Vice President, U.S. Emerging Payments
MasterCard International
Angeline Tang is a vice president at MasterCard Worldwide in the U.S. Emerging Payments group and is currently responsible for managing the U.S. e/m-commerce product strategy and commercialization. Prior to this role, Angeline was a vice president in MasterCard Advisors, MasterCard’s professional services arm. In this role, she was responsible for the design and sale of data-driven solutions to national financial partners with a focus in digital.

Prior to joining MasterCard, Angeline worked in Accenture’s financial services practice and spent time at several agencies including Ogilvy & Mather and Euro RSCG.

Angeline holds a M.S. in Management Information Systems and a B.S. in Industrial Management from Carnegie Mellon University.


Natalie Taylor
Vice President of Marketing
Wedbush Securities Inc.
Natalie Taylor-Grasso is Vice President and Head of Marketing for Wedbush Securities. A member of the Wedbush Executive Management Committee, and Chair of Wedbush’s Corporate Giving Program, she manages the dedicated Corporate Marketing group and oversees the firm’s marketing, advertising, corporate communication, public relations, social media as well as all philanthropic and event activities. Prior to joining Wedbush in 2006, Natalie was with PSB Marketing, a marketing agency specializing in financial institutions, and The Creative Lab, a boutique advertising agency with a successful niche focus in branding credit unions. She is a Direct Marketing Association Certified Marketing Professional™, and holds a Bachelor of Arts in Communications with a concentration in Advertising from California State University, Fullerton. Natalie was a finalist for the 2013 Los Angeles Business Journal’s “Women Making a Difference” Rising Star Award, and is currently a member of the Securities Industry Markets Association’s Marketing Manager and Social Media Manager Committees, the American Marketing Association (AMA), the National Association for Female Executives (NAFE), and the CA Jump$tart Financial Literacy Coalition.
Jay Tkachuk
Online Services Manager
Security Service Federal Credit Union
Jay Tkachuk leads the digital channel of the San Antonio-based Security Service Federal Credit Union (8th largest in the country), where his focus is on providing relevant digital banking solutions and user experience to the credit union’s members, as well as the profitability of the channel. Brought in to establish the channel,  Jay is responsible for digital banking strategy, operations and user experience management.  Prior to joining the Security Service Federal Credit Union, Jay has worked at  AMD, U.S. Global Investors and Apple. Jay holds an MBA and BA degrees from the University of Texas at Austin.
Ed Uyeshima
Senior Financial Services & Digital Strategy Leader
RS Investments
Dominic Venturo
Chief Innovation Officer for Payments Service
US Bank
Jared Weiner
Vice President
Weiner, Edrich, Brown Inc.
Jared Weiner is Vice President of Weiner, Edrich, Brown (WEB), one of the world’s leading futurist consulting firms. Jared evaluates emerging social, technological, economic, political, demographic and environmental trends in the global marketplace – and identifies the strategic implications (the “So what?”) of those trends for several of the most influential Fortune 500 companies, trade associations and public sector clients.

Jared serves on the Board of Directors of the World Future Society, the world’s preeminent futurist industry group. He also sits on American Express OPEN's Digital Advisory Board, the Advisory Board of design startup RAREculture, and the Advisory Board of the Young Luxury Marketers' Council. He frequently lectures about future trends for corporate and academic audiences, and has keynoted some of the world’s most prominent industry conferences with a focus on future-related issues.

Jared holds a B.A. from the University of Rochester, and an M.B.A. from the Simon Graduate School of Business at the University of Rochester.

Deborah Well
Director of E-Business
Harbor Capital Advisors
Deborah has been Director of E-Business at Harbor Capital Advisors, Inc. since 2002. Her current primary focus include e-marketing, CRM, Harbor's Institutional Website and research in market intelligence topics such as social media.

Most recently, Deb  hosted a webinar  "Twitter for Beginners" and presented at recent PAICR conferences on "Enhancing Your Brand – Making Social Media Work for You" and "Digital Strategy 101".  She is co-chair of PAICR’s marketing committee, working to expand their social media initiatives

Prior to joining Harbor, Deb was the Director of MIS at CDC IXIS Asset Management Intermediary Services, where she spent five years working with the sales CRM for the advisor, broker/dealer wrap, and retirement channels.  She was also responsible for all internal sales reporting, and developed and ran the group’s Institutional Web site.

Deb is a native Californian who graduated with a B.A. in English from Sonoma State University.  She has a Certificate in Network Administration from Boston University and attended the university’s Digital Filmmaking program through their Center for Digital Imaging Arts. Deb has also earned the Claritas® Investment Certificate.

Kip Wetzel
VP, Social Media Buisness Analytics
Capital One
Kip Wetzel is the Vice President of Capital One's Enterprise Social Team. Kip is responsible for the alignment, optimization, and growth of Capital One's ever increasing social media presence.

In this role, Kip leads multiple change functions that focus on strategic differentiation of Capital One's product, community, and customer service presence on social platforms. Prior to Capital One Kip spent seven years in social media and digital product management roles at Comcast's and seven years with Accenture in the communications and high-tech sectors.

Andres Wolberg-Stok
Global Mobile and Tablet Banking Director
Citi
Andres is the founding head of a global business team responsible for Citi’s innovation in digital platforms, advanced customer features and the integration of digital payments. He joined Citi from an international personal-finance startup and has served in a variety of digital roles since then, first for Citi Latin America, then for Citi's U.S. consumer businesses, and, since 2012, globally. In 2015, Andres co-led the teams that made Citi the first bank with an Apple Watch app. Previously, as Citi's first global head of mobile banking, he was the lead inventor of Citi Mobile Snapshot -- the patented 2014 breakout feature that made Citi the first major U.S. bank to offer no-login account access. He also led the teams that designed and built Citi’s global mobile banking app and its award-winning, critically-acclaimed consumer banking tablet app. Prior to becoming a banker, Andres was a foreign correspondent and international news executive. He hobnobbed with heads of state and ministers; had tea with mass-murderer military dictators; was driven, blindfolded and at gunpoint, around the capital of Paraguay after midnight; and raced in a car at 120 mph along the edge of a minefield in Croatia. He finds most days in banking very manageable.
Melanie Woods
Digital Product Manager
UMB Financial Corporation
Melanie Woods joined UMB in 2010. As Digital Product Manager for UMB’s Consumer Banking department headquartered in Kansas City, Mo., Melanie is responsible for overseeing the digital strategy for the consumer line of business. She is a leader, visionary and business strategist with an extensive marketing background. Prior to joining UMB, Melanie was employed by 15miles. At this Overland Park-based interactive agency, Melanie was responsible for social media strategy and execution for clients such as Farmers Insurance and many more. Prior to 15miles, Melanie worked as a Senior Marketing Manager for Staples in the Corporate Marketing division. Melanie earned a Bachelor of Fine Arts degree in Visual Communications from Kendall College of Art and Design and a Master of Business Administration degree in Global Enterprise Management from Jones International University. She is a member of the Social Media Club of Kansas City, the past president of the Business Marketing Association, and is currently an active participant in the Alzheimer’s Association initiatives.
Scott Zimmer
Innovation and Digital Design Vice President
Capital One
As VP of Innovation and Digital Design at Capital One, Scott leads a team that literally shapes the way every customer interacts with the 5th largest bank (and largest digital bank) in the U.S. In this role, he's assembled all aspects of Design Thinking, UX Design, and User Research onto a single, in-house team that can iterate, ship, and win customer praise faster than ever.

Early-confirmed speakers:

Clay Almy
Executive Director, Financial Services
Blackstone Technology Group
Clay Almy, Executive Director in the Financial Services Practice, is responsible for the strategy, business development, and delivery of Blackstone’s services, which over the years have become the model for Blackstone’s strategic commercial services offerings. Previously, Clay worked for PriceWaterhouseCoopers delivering complex, real time solutions to drive efficiency across large organizations. Clay graduated cum laude from Williams College and received his MBA from Wharton School of Business. He is on twitter @clayalmy.
Eric Brickman
SVP, Strategic Solutions Group
The Newport Group
Eric Brickman is the visionary responsible for Newport's industry-leading digital experiences and all of the firm's technology and product/platform development. He is also responsible for strategic planning in the areas of technology innovation, web-based solutions, online client service and delivery strategy, product strategy, organizational development and partnerships, outsourcing and alliances. He has more than 22 years of experience leading strategy, e-business and technology in the financial services industry. He began his career leading key strategic initiatives within Prudential Financial's U.S. consumer, global operations and institutional divisions, where he led e-business and digital experience for the firm¹s 40 million customers, as well as service delivery strategy and product management for the firm's personal wealth management, employee benefits and corporate services groups. Eric earned his bachelor's degree in marketing and economics from Muhlenberg College and a master's degree in business administration and international management from Seton Hall University and Northwestern University's Kellogg School of Management. Eric regularly speaks/presents at conferences on technology innovation and the digital experience within the retirement and executive benefits industries and is often quoted in industry publications.
Nick Christy
SVP Enterprise Technology
R2integrated
As SVP, Enterprise Technology at r2i, Nick Christy plays a strong role in the company’s technology footprint. He has experience leading and architecting large scale system development efforts as well as the ability to scale solutions to size for smaller organizations. He has successfully led large development efforts for clients such as: University of Michigan, PHH, Penton Media, Microsoft, Forbes.com and Time Warner Cable.

Nick is recognized as a leader in the Open Source community, speaking at conferences on DotNetNuke Enterprise Deployment and Open Source in the Enterprise. He has a strong background in vast development languages, including: c++, .NET, Java, Ruby on Rails, PHP, and Perl. He also has broad experience in DB development and design having worked on Sql Server, Oracle and MySQL.
Nick holds a Computer Science degree from Frostburg State University, as well as a minor in Accounting and a Software Development Certificate. While not working on the latest technology projects, he enjoys spending time with his wife Ashley and son Landon. He is also an avid Ravens, Orioles and Terps fan.

Andrew Custard
VP, Americas
SOASTA
Andrew Custard leads the Americas for SOASTA — the leader in web and mobile performance. In his role, Andrew provides expertise to leaders of the world’s top digital brands on business goal alignment with web and mobile performance optimization strategies to deliver high quality customer experiences. Andrew has over 20 years experience leading national and international enterprise go-to-market efforts with an emphasis on digital financial services and e-commerce. Prior to joining SOASTA, Andrew led the growth of Global and Regional businesses for Oracle, Serena, Symantec, and VERITAS Software.
Jelmer De Jong
Global Head of Marketing
Backbase
Jelmer de Jong is Global Head of Marketing at Backbase, a software company formed in 2003 that delivers Bank 2.0 online and mobile portal solutions for financial institutions around the globe. Jelmer has focused his career on internet and mobile innovation. He began as an entrepreneur with a company that helped SMBs to sell products online and later joined a start-up to build one of the first global online and mobile trading platforms in the perishable industry. At Backbase, he specialises in marketing the next generation of online and mobile technology to banks and financial institutions so they have the tools to create a superior online, customer experience in the engagement banking era.
Brendan Deasy
Industry Director, Financial Services
ForeSee
As ForeSee’s Industry Director, Financial Services, Brendan brings years of experience and insight to the financial services customer experience.  Before joining ForeSee, Brendan was VP of Web Operations at OppenheimerFunds where he was responsible for maintaining the quality of the user experience across all digital, mobile, and application channels.  Prior to that, Brendan was responsible for web and portal initiatives at Fannie Mae and the AES Corporation (a global power provider in 27 countries).

Brendan is a graduate of New York University.

Steve Dille
SVP Marketing
Message Systems
Steve Dille is a senior marketing executive with deep roots in Silicon Valley and decades of experience with both small startups and Fortune 100 technology and financial services companies. As senior vice president of marketing at Message Systems, Mr. Dille heads up the company's global product marketing, demand-generation, branding and communications operations. Widely recognized in the tech sector as an effective cross-functional leader and new category builder, Steve is a one of the rare marketing practitioners who combines fact-based business thinking with strategic perspective, understanding of technology, and superior communication skills. Steve began his career at Sybase and has since held executive positions at companies including TouchCommerce, AdPortal (sold to Glam Media), Kickfire (sold to Teradata), and Viador Inc., and Morgan Stanley Capital International (MSCI). Steve holds a Bachelors of Science degree with honors in Computer Science and Math from the University of Pittsburgh and an MBA from the University of Chicago's Booth School of Business.
Ryan Farris
President
EarthIntegrate
Ryan Farris currently serves as President for EarthIntegrate, a marketing technology company focused on financial services platforms. Since starting EarthIntegrate in 2009, Mr. Farris has overseen the development and implementation of relationship marketing and omni channel marketing platforms for Fortune 100 Financial Services companies. Mr. Farris is also founder of urTalker, and app for special needs individuals, and currently is an advisory board member for the University of Houston. Mr. Farris started EarthIntegrate after a 13 years as a senior executive with Consolidated Graphics, a $1.3 billion marketing services provider and print company. During his tenure he worked with enterprise companies in Financial, Healthcare, Insurance, Telcom and retail with a focus on marketing automation and sales force enablement. Prior to Consolidated Graphics, Mr. Farris spent several years with a startup in Internet Marketing and Website development.
Nathan Frederiksen
Director, comScore Marketing Solutions
Comscore
Nathan Frederiksen is a director at comScore, Inc. where he manages the banking and brokerage practices, including deposit, lending and brokerage products across the online, mobile and social media channels. In this role, Nathan provides competitive intelligence on all facets of banks’ and brokerages’ digital activity, from search and display advertising to online acquisition, and servicing. Nathan’s expertise is helping Fortune 500 companies maximize ROI by transforming market research data into actionable insights that enable fact-based decisions. Prior to joining comScore, Nathan had worked at Wells Fargo, Charles Schwab and Freddie Mac.
Kenneth Hans
Executive Director
Blackstone Technology
Ken Hans, Executive Director in the Financial Services Practice, is responsible for the strategy, business development and delivery of Blackstone’s services portfolio in the financial services vertical. Ken has helped clients with solutions that span across mobile applications, systems integration, business intelligence, CRM, regulatory compliance, business process re-engineering, and custom application development. Ken began his career at Accenture in their technology services practice, helping to design, build, and manage delivery of both ERP and custom software solutions for clients. From there Ken moved onto the industry-leading CRM software company Siebel Systems, where he assumed roles in both their pre-sales and sales divisions and garnered such awards as Customer Advocate of the Year, Beyond Expectations Platinum Award, and 100% Quota Attainment Club Winner. Ken holds a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania.
Farrell Hudzik
Managing Director, Accenture Interactive, Financial Services
Accenture
Farrell Hudzik is a leader for Accenture Interactive Financial Services, a business unit dedicated to delivering integrated marketing, technology and analytics solutions for the digital world. Farrell leverages her 15+ years of experience in agency, multichannel and data-driven marketing to help Accenture clients engage customers and develop lasting brands.

Prior to Accenture Farrell held leadership roles within Epsilon, Quaero, and Bank of America with a focus on evolving digital marketing and analytic practices.

Farrell holds a B.A. from Colby College, is an avid runner, and has two beautiful children

Lorenz Jakober
Senior Product Marketing Manager
Akamai Technologies
Lorenz is responsible for the product marketing of Akamai’s Web Experience product line and has a wealth of experience in  web and mobile application design, performance optimization, usability, and delivery. Prior to joining Akamai he drove mobile product marketing strategy for Compuware Gomez. In past positions he focused on customer acquisition, retention, and market research at mobile application delivery platform and media companies. He is an avid spokesperson and blogger on the topic of mobile and web performance and has recently been featured in industry publications including Mobile Commerce Daily, VentureBeat, InformationWeek, PC World, Digiday and MediaPost.
Chris Knoch
VP of Strategic Solutions
IgnitionOne
Marc Lamoureux
CEO
Veriday
Marc Lamoureux is President and CEO of Veriday Inc., a leader in digital marketing automation software and solutions for Wealth Management. During his tenure at Veriday, he led the organization through two product launches (Digital Agent and MapCMS) and strategic partnerships with Liferay and Google. Veriday is a strategic partner for Liferay focused on implementing customer-focused solutions for financial services firms. Prior to founding Veriday, Marc was a senior executive at AT&T IT Services and Montage-DMC. Marc is a graduate of the University of Waterloo.
Matt Leger
National Director of Mobile
Yahoo!
Matt Leger is a National Director of Mobile at Yahoo. In his more than 15 years in the media industry, Leger has successfully launched and managed profitable business units through the development of strategic plans and the creation and implementation of tactical strategies that meet the needs of his client partners. Prior to Yahoo, Matt worked at Comcast on the Media360 team and was responsible for bundled sales of Comcast emerging Digital media platforms including iTV, xfinity.com & xfinityTV and mobile.
Simon Mathews
Chief Strategy Officer
Extractable
Simon leads business strategy, digital engagement, user experience definition, social strategy, and search. He has over 20 years of consultancy experience spanning communications, advertising, and digital agencies working with clients including AIA, ACE Group, AIG, ALICO, Autodesk, Emirates Airlines, Juniper, LVMH., McAfee, Reebok, Seagate, Southwest Airlines, TD Bank, Ubisoft, ZoneLabs, and WL Gore.
Dean Nicolacakis
Partner, US Banking Team Co-Lead, Financial Services Research Institute Lea
PwC
Dean advises CEOs, CIOs and other senior executives on strategic issues such as industry disruption, customer experience, the optimal leverage of their delivery channels, new product innovation, information strategy, transformational change initiatives, and the strategic use of technology to achieve business and growth objectives. Dean has depth across multiple sectors of Financial Services including Retail Banking, Payments, Lending and Brokerage.
Ido Ophir
VP Product
Personetics
Ido Ophir is head of product for Personetics. Mr. Ophir oversees a team of subject matter experts and product managers, crafting a roadmap for Personetics technology and business solutions. He is also a frequent speaker at industry events throughout the world. Prior to joining Personetics, Mr. Ophir held the roles of VP of strategic accounts and VP of product management at Actimize.
Richard Simons
CEO
Creative Virtual USA
Originally from the UK, Richard Simons established the business for Creative Virtual in the United States of America, signing clients such as E*Trade, other leading US banks, Verizon, Intuit and CA Technologies. Richard has been in the information technology and computer software industry for over 20 years. Prior to his six years currently at Creative Virtual, he spent six years as Chief of Operations for MBG Expense Management, which provides leading outsourced and on-demand telecom and IT expense management solutions. Prior to that, he was VP Sales at Systems Union, now part of Infor, for 10 years.  He studied Chemistry and Management at Queen Elizabeth College in London and exited early to start his entrepreneurial career. Richard is married with two children and currently resides in Old Greenwich, Connecticut. He is a skilled sailor, and enjoys being out on the water in his free time.
Wendi Sturgis
EVP Sales & Services
Yext
Wendi has spent the last twenty years working in the technology, media and internet space. She is currently the EVP of Sales and Services at Yext, a Sutter Hill / IVP backed NY based startup. Prior to her role at Yext, she was the NA Head of Account Management and Search Sales where she managed a team of over 800 associates in the US and India. In her role as the head of Search Sales, she was responsible for all GTM activities and the successful migration from Yahoo! Panama system, to MS AdCenter. Wendi joined Yahoo! through the Right Media acquisition; where she was the head of Client Services.
 
Prior to Yahoo!, Wendi served as an RVP of Oracle Consulting, COO of Gartner Consulting and VP East Coast Operations for Scient. While at Scient, Wendi grew the NYC office from 50 to 600 colleagues in less than 20 months. Wendi started her career at Price Waterhouse in their media and entertainment practice where she learned to code, and ultimately ran significant system development projects for large media clients.
 
Wendi serves on the Dailyworth.com and Student Transportation America (Stock: STB) boards. She is passionate about having an impact in her community and supporting women in their personal and professional development via her service as a national board member of Step Up Women’s Network. Wendi graduated from Georgia Tech with an industrial management degree and currently serves on the Georgia Tech Advisory Board.

Ken Takahashi
General Manager, Email Brand Protection
Return Path
Ken Takahashi is Return Path’s General Manager of Anti-Phishing Solutions. Ken joined Return Path as the VP of International Development in 2006 and successfully launched Return Path in Europe, Brazil and Australia. He was named Vice President of Corporate Development in 2010 and led a team responsible for forging strategic relationships and developing opportunities for Return Path to expand into new products, geographies and market segments.

He joined Return Path from DoubleClick (later acquired by Epsilon) where he served as Vice President of Strategic Partnerships responsible for global alliances. He also ran the industry's first global email delivery management team located throughout North America, Europe and the Asia Pacific region. His email industry tenure began at MessageMedia, an early era email technology provider, well over a decade ago. He has spent a majority of that time fighting email fraud and abuse and advocating on behalf of consumers and brands around the world.
Lee-Lin Thye
Senior Product Marketing Manager
Symantec
Lee-Lin Thye, Senior Product Marketing Manager at Symantec, is responsible for Symantec Website Security Solutions. Prior to Symantec, Lee-Lin has held senior positions in marketing, product management and engineering at Oracle, Vitria and Compiere. Lee-Lin is a graduate of Stanford Sloan Management program at Stanford Graduate School of Business.
Andrei Utkin
Director, Professional Services
Neustar
Andrei Utkin joined Neustar in July 2013 and currently serves as the Director of Professional Services. He is responsible for working with Neustar’s clients to plan and execute data-driven marketing analytics, targeting and segmentation projects. Andrei’s expertise includes a unique combination of digital marketing, strategy and data analytics, with leadership experience in the financial services space, which he uses to consult Neustar clients to drive marketing innovation. Prior to joining Neustar, Andrei spent ten years at Capital One and helped launch the bank’s online marketing practice, which established Capital One as a top online direct response advertiser. Before his time at Capital One, Andrei consulted Fortune 100 companies on business strategy and performance improvement at McKinsey & Company, and has international agency-side advertising experience from McCann and Saatchi & Saatchi. He holds a Master of Science degree in Economics from Moscow State University and an MBA from NYU’s Leonard Stern School of Business.


Edwin Wong
Senior Director, B2B Strategic Research & Insights
Yahoo!
Edwin Wong is Senior Director, B2B Strategic Research & Insights at Yahoo. He leads research efforts to identify key trends in consumer behavior and help advertisers capitalize on these trends to effectively connect with their core audiences.

His key studies at Yahoo have included Advertising by Mindset; Connectonomics; Engaging Brand Advocates through Search & Social Media; The Rise of Citizen 2.0 – Radically Rethinking Democracy in the Digital Age; and Passionistas.

Wong has been published in the Journal of Social Psychology. He received his BA from Pomona College.

Christopher Young
Director, Industry Strategy, Financial Services
Adobe