Global Financial Markets Intelligence

Global Financial Markets Intelligence

3rd Edition Digital Transformation in Wealth Management

Reach new market segments; construct responsive ecosystems with inbuilt feedback channels and continue innovating offerings

4-5 Feb 2019
DOWNTOWN CONFERENCE CENTER, NEW YORK, NY, United States of America

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event speakers

Daniel Huss
Head of Product
State Street, Verus

Lule Demmissie
Managing Director of Investment Guidance
TD Ameritrade

Nichole Walker
Senior Vice President, Senior Wealth Planner
City National Bank

John Olerio
Senior Vice President, Director, Investment Services
Webster Investments

Michael Banchick
Chief Technology Officer
Winthrop Wealth Management

Joshua Levin
Co-Founder and Chief Strategy Officer
OpenInvest

Niko Maroulis
Chief Technology Officer
AgentRisk

Alex N. Depetris
Chief Operating Officer, Beta Solutions
OppenheimerFunds