Past Attendee List - Strategy Institute

FinancialDigitalMarketingWest.us

Feb 24 - 25, 2021 | Virtual Event

Past Attendee List

DMFS West Past AttendeesPresented by Strategy Institute

© Strategy InstituteFinancialDigitalMarketingWest.us

PAST ATTENDEES LIST

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Advisory Committee Member, TruWest Credit UnionArt Director, AIGAssociate Director, Digital Marketing, Vontobel AssetAssociate Manager, Marketing, Templeton Investment ManagementAssociate Professor, San Francisco State UniversityAVP & Director, Marketing & Communications, Woodruff-Sawyer & CoAVP & Head of Digital Communications, Guardian Life InsuranceAVP Consumer Product Marketing Lead, PNC BankAVP Marketing, Exchange BankAVP Marketing, Technology Credit UnionAVP Marketing, UNIFY Financial Credit UnionAVP, Brand & Digital Marketing, Protective Life CorporationAVP, Communications, Doctors CompanyAVP, Digital Marketing, Great-West Life & Annuity Insurance CompanyAVP, Digital Marketing, Pacific Life InsuranceAVP, Marketing Services, Pacific Life Insurance

Business Development Associate, Wetherby Asset ManagementBusiness Development Manager, Financial Communications SocietyBusiness Line Manager, Capital Finance, Bridge Bank

Channel Marketing Manager, Pacific Life InsuranceChief Architect & Implementation Officer, Brightpeak FinancialChief Brand & Innovation Officer, VisaChief Marketing & Experience Officer, Oregon Community Credit UnionChief Marketing & Growth Officer, Able LendingChief Operations Officer, Allrise Financial GroupChief Strategy Officer, CenterState BankClient Partner, Dow Jones and CompanyClient Service Manager, Putnam InvestmentsCMO, AutoGravity CorporationCMO, Credit KarmaCMO, EsuranceCMO, GoFundMeCMO, MoneyLionCMO, MovoCashCMO, Prosper Marketplace

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https://www.financialdigitalmarketingwest.us/




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CMO, RabobankCMO, Snap FinanceCMO, Xceed Financial Credit UnionCo-founder, Patch HomesCommunications Manager, 1st United Credit UnionCommunications Project Manager, Federal Home Loan Bank of San FranciscoCommunity Relations/ Social Media Manager, Meriwest Credit UnionConsulting Engineer, State Compensation Insurance FundContent Marketing Manager, RoofstockCOO, US & Global Operating Partner, Universal McCannCorporate Board Member, Atlanta Life Financial GroupCorporate Communications & Social Media Specialist, Exchange BankCreative Director, Cornerstone Home LendingCreative Marketing Manager, Chevron Federal Credit UnionCustomer Experience Consultant, CUNA Mutual GroupCustomer Experience Content Strategist, Vanderbilt Mortgage and Finance

Digital Experience, OppenheimerFundsDigital Marketing Associate, Dimensional Fund AdvisorsDigital Marketing Associate, Matthews AsiaDigital Marketing Associate, MetromileDigital Marketing Manager, & SVP, American Savings BankDigital Marketing Manager, First Republic BankDigital Marketing Manager, Mellon Capital ManagementDigital Marketing Manager, South State BankDigital Marketing Projects Manager, PlanMember FinancialDigital Marketing Specialist, Connexus Credit UnionDigital Marketing Specialist, Exchange BankDigital Marketing Specialist, Onpoint Community Credit UnionDigital Marketing Specialist, Public Service Credit UnionDigital Marketing Specialist, SF Police Credit UnionDigital Media Strategist, WoodmenLifeDigital Product Management & Technology Lead, Franklin Templeton InvestmentsDigital Product Marketing Manager, PayPalDigital Strategist, Firefly Credit UnionDirector & Head, Marketing & Communications, Beacon Pointe AdvisorsDirector Client Strategies & Analytics, Franklin Templeton InvestmentsDirector, Content Marketing, First Republic BankDirector, Creative Services, Hartville Pet Insurance GroupDirector, Digital & Content Marketing, Silicon Valley BankDirector, Digital Marketing Strategy, First Republic BankDirector, Digital Marketing, Ally FinancialDirector, Digital Marketing, AssurantDirector, Digital Marketing, Cornerstone Home Lending





Director, Digital Marketing, MUFG Investor ServicesDirector, Digital Marketing, Pacific Life InsuranceDirector, Digital Marketing, WrapManager, IncDirector, Information Technology, AMA Insurance AgencyDirector, Marketing & Appraisal Services, Commerce Home MortgageDirector, Marketing & Communications, MacKay Shields LLCDirector, Marketing & Consumer Engagement, Guardian Life InsuranceDirector, Marketing Operations, TIAADirector, Marketing Strategy & Innovation, EsuranceDirector, Marketing Strategy, BECUDirector, Marketing Strategy, Silicon Valley BankDirector, Marketing Technology & Operations, Charles SchwabDirector, Marketing, Allrise Financial GroupDirector, Marketing, AltegrisDirector, Marketing, Charles SchwabDirector, Marketing, Civic Financial ServicesDirector, Marketing, Fidelity InvestmentsDirector, Marketing, Franklin Templeton InvestmentsDirector, Marketing, Fremont BankDirector, Marketing, iFinance CanadaDirector, Marketing, LendingClubDirector, Marketing, State Compensation Insurance FundDirector, Media Sales, Dow Jones and CompanyDirector, Personal Investor Marketing, BlackRockDirector, Product Marketing, LendingClubDirector, Segment & Channel Marketing, AssetMarkDirector, Strategy & Planning, Charles SchwabDirector, Thought Leadership & Content Strategy, Guardian Life InsuranceDirector, VisaVue Advertising Solutions, Visa

E-Channel Specialist, Meriwest Credit UnionEmail Marketing Manager, MetromileEVP, Chief Operations & Strategy Officer, New Resource BankEVP, Client Business Partner & Co-Managing Director, Universal McCannEVP, Director _ Capital Finance Division, Bridge BankExecutive Director Global Head, Mobile & Sales Enablement, J.P. MorganExecutive Vice President & Chief Marketing Officer, Ingo MoneyExperience Owner, USAA

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Financial Analyst, Federal Reserve Bank of San FranciscoFinancial Projects Manager, Federal Reserve Bank of San FranciscoFounder, CEO, Publisher, CMSWire

Global Digital Marketing & Innovation, CitiGlobal Head, Cards Customer Experience & Digital Strategy, CitiGlobal Head, Digital Marketing, Personal Insurance, AIG CanadaGlobal Strategy & Content, Western UnionGraphic Designer, EPIC Insurance Brokers & ConsultantsGroup Director, Prosper Marketplace

Head, Brand & Content Marketing, GoFundMeHead, Cards, Marketing & Digital Acquisition, BMO Financial GroupHead, Client Marketing, Silicon Valley BankHead, Content & Digital Marketing, Silicon Valley BankHead, Corporate Communications, Brightpeak FinancialHead, Deposits Customer Onboarding & Lifecycle Management, Wells FargoHead, Digital Intelligence & Analytics, First Republic BankHead, Digital Marketing & Acquisition, Union BankHead, Digital Marketing, Bank of the WestHead, Digital Marketing, BlackRockHead, Digital Payments & Marketing, Wells FargoHead, Global Media Solutions - Marketing Communications, UBS AGHead, Inbound Marketing, BBVA CompassHead, Marketing Analytics, SquareHead, Marketing Strategy, Silicon Valley BankHead, Marketing, Enterprise Solutions, PayPalHead, Marketing, Matthews AsiaHead, Marketing, Mellon Capital ManagementHead, US Digital & Customer Experience, Brain + Trust Partners

Institutional Marketing Manager, RFP Writer, Denver InvestmentsInterim Director, Marketing, The Entrust Group

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Manager - Site Optimization & Personalization, OppenheimerFundsManager, Content Marketing, Great-West LifeManager, Grupo BancolombiaManager, Marketing, Fremont BankManager, Marketing, San Mateo Credit UnionManager, Research & Data Analysis, Provident Credit UnionManager, Social Media & Digital Marketing, CSAA Insurance GroupManager, T. Rowe PriceManager, Underwriting, MetromileManaging Director & Executive Project Support, Charles SchwabManaging Director & Global Head, Marketing Services, BNY MellonManaging Director, Allrise Financial GroupManaging Director, Bank & Credit Card Marketing, Charles SchwabManaging Director, Client & Marketing Solutions, Charles SchwabManaging Director, Digital Marketing, Charles SchwabManaging Director, Home Lending Products & Marketing, Charles SchwabManaging Director, Operations, Community Development Group, Charles SchwabManaging Director, Paid Digital Strategy & Integration, Charles SchwabManaging Partner, Ascension Growth & Innovation StrategiesMarketing & Communications, Callan AssociatesMarketing Analyst, MetromileMarketing Associate, Allegiant Partners Inc.Marketing Associate, Osterweis Capital ManagementMarketing Brand Specialist/Vice President, Comerica BankMarketing Communications Manager, Opes AdvisorsMarketing Communications Specialist, UNIFY Financial Credit UnionMarketing Content Manager, Financial EnginesMarketing Content Manager, Osterweis Capital ManagementMarketing Content Writer, PCBBMarketing Director, CSAA Insurance GroupMarketing Director, Opes AdvisorsMarketing Director, SF Police Credit UnionMarketing Director, Small Business, LendingClubMarketing Manager / Office Manager, Swander Pace CapitalMarketing Manager, AspiriantMarketing Manager, Commercial Marketing, BMO HarrisMarketing Manager, Dynamic Publishing, TIAAMarketing Manager, Opes AdvisorsMarketing Manager, PayPalMarketing Manager, Retirement Plan AdvisorsMarketing Manager, RoofstockMarketing Manager, San Francisco Federal Credit UnionMarketing Manager, Technology Credit UnionMarketing Specialist II, SF Police Credit UnionMarketing Specialist, PCBB

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Online Communications & Social Media Specialist, Workers’ Compensation Insurance Rating Bureau (WCIRB)Online Services Manager, San Francisco Federal Credit Union

Partner, Gurtin, Fixed Income ManagementPolicy Analyst, Federal Reserve Bank of San FranciscoPR & Events Manager, AutoGravity CorporationPresident, CanCare Health ServicesProduct Manager, LexisNexis Risk SolutionsProduct Manager, Westfield Capital ManagementProduct Marketing Manager, Central 1 Credit UnionProfessor of Marketing, College of Business, San Francisco State University

Regional Investment Consultant, Putnam InvestmentsResearch Manager- Private Equity & Venture Capital, Dow Jones and CompanyRetail Brand Experience Manager, Charles Schwab

Sales & Marketing, Vanderbilt Mortgage and FinanceSenior Associate, Marketing & Communications, Beacon Pointe AdvisorsSenior Associate, Marketing, Gurtin Municipal Bond ManagementSenior Client Propositions Manager, Sales & Marketing, HSBCSenior Consultant, Brand Marketing, NationwideSenior Content Marketing Specialist, California Coast Credit UnionSenior Digital Marketing Manager, Matthews AsiaSenior Digital Marketing Specialist, Ally FinancialSenior Director - Digital Acquisition Technologies, TIAASenior Director - Marketiing Insights & Analysis, VisaSenior Director & Head, Marketing, Retail Investing, LendingClubSenior Director, Digital Marketing, Ally FinancialSenior Director, Investor Marketing, LendingClubSenior Director, Marketing & Communications, Fremont BankSenior Director, Marketing Technology, Doctors CompanySenior Director, Marketing, LendingClub

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Senior Director, Partner Marketing, Prosper FundingSenior Director, Sales, Financial Communications SocietySenior Director, Visa Performance Solutions, VisaSenior Manager, Database Marketing, EsuranceSenior Manager, Lead Generation, United Capital Financial AdvisersSenior Manager, Marketing & Communications, ATB FinancialSenior Manager, Marketing Communications, Doctors CompanySenior Manager, Marketing, CSAA Insurance GroupSenior Manager, Marketing, Golden 1 Credit UnionSenior Manager, Marketing, MetromileSenior Marketing & Communications Manager, Woodruff-Sawyer & CoSenior Marketing Analyst, VantivSenior Marketing Associate, WisdomTree Asset ManagementSenior Marketing Manager & Consultant, TIAASenior Marketing Research Analyst, Meriwest Credit UnionSenior Marketing Specialist, Water and Power Community Credit UnionSenior Marketing Technology Manager, BECUSenior Partner, Marketing Manager, LendingClubSenior Product Analyst, Provident Credit UnionSenior Product Manager, Paid Marketing, WealthfrontSenior Program Manager, Digital Marketing, CSAA Insurance GroupSenior Underwriting Consultant, State Compensation Insurance FundSenior Vice President, Enterprise CRM, Analytics & Marketing Technology, US BankSocial Media Communications Specialist, EsuranceSocial Media Coordinator, Infinity Financial ServicesSocial Media Director, Putnam InvestmentsStrategic Alliances - Data-Driven Marketing, Equifax CanadaStrategic Marketing Manager, National Marketing Team, Marsh Private Client ServicesSVP & Director, Corporate Marketing, California Bank & TrustSVP & Head, Content & Social Media, Bank of the WestSVP & Head, Digital Channel Marketing, J.P. MorganSVP & Head, Digital Marketing, KeyCorpSVP & Head, Digital Marketing, US BankSVP & Head, Disability & Accessibility Strategy, Wells FargoSVP & Partner, Digital Marketing, Bank of the WestSVP Chief Digital Officer & Head, Enterprise IT Services, Lincoln Financial GroupSVP CMO, Allegiance Credit UnionSVP Commercial & Corporate Marketing, Wells FargoSVP Community Bank Marketing, Union BankSVP Community Bank Marketing, Wells FargoSVP Consumer Marketing, Ingo MoneySVP Digital Strategy & Innovation, Banco PopularSVP Digital, Credit One BankSVP Direct & Digital Channels, US BankSVP Global Loyalty, Commerce & Data Solutions, VisaSVP Global Product Marketing & Insights, Franklin Templeton InvestmentsSVP Marketing & Communications, 1st United Credit Union





SVP Marketing & Communications, Wells FargoSVP Marketing & Technology, Franklin Templeton InvestmentsSVP Marketing, California Coast Credit UnionSVP Marketing, Doctors CompanySVP Marketing, Firefighters Credit UnionSVP Marketing, PCBBSVP Marketing, SF Police Credit UnionSVP Marketing, Technology Credit UnionSVP Marketing, XomeSVP Member Experience, SF Police Credit UnionSVP Product Innovation & Delivery Manager, Exchange BankSVP Rewards Marketing, Wells FargoSVP Sales & Marketing Digital Customer Experience, Wells FargoSVP Small Business Credit Marketing, Wells FargoSVP Strategic Marketing, Arrowhead Central Credit Union

Vice Chairman, Personal CapitalVP - Marketing &Sponsorships, Union BankVP & CMO, First Entertainment Credit UnionVP & Head, Digital Intelligence & Marketing Technologies, US BankVP & Head, Marketing, Individual Markets, Great-West LifeVP & Manager, Digital Product, Exchange BankVP & Senior Brand Manager, Bank of the WestVP Advertising & Brand Manager, South State BankVP Advisory Marketing Services, Franklin Templeton InvestmentsVP B2B Marketing Small & Medium Enterprise, Bank of the WestVP Brand Marketing & Advertising, City National BankVP Consumer Credit Marketing, Union BankVP Corporate Communications, Wells FargoVP Corporate Marketing & Sponsorships, Union BankVP Corporate Social Media, VisaVP Cosmetic & Dermatology Marketing, CareCreditVP CRM Analytics & Reporting Manager, Bank of the WestVP Digital & Social Media, Wells FargoVP Digital Acquisition Technologies, TIAAVP Digital Customer Experience, Wells FargoVP Digital Marketing Customer Experience, Wells FargoVP Digital Marketing for Wholesale Banking, Wells FargoVP Digital Marketing, Bank of the WestVP Digital Marketing, CareCreditVP Digital Marketing, Dimensional Fund Advisors LPVP Digital Marketing, Matthews AsiaVP Digital Marketing, New York LifeVP Digital Marketing, PlanMember Financial Corporation

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VP Digital Marketing, Wells FargoVP Digtial Banking, South State BankVP Direct Marketing Group, PNC BankVP Director, Communications & Marketing, Osterweis Capital ManagementVP eBusiness & Head, Digital, Discover Financial ServicesVP Enterprise Marketing, Wells FargoVP Field Marketing, Comerica BankVP Global & Traditional Marketing, Reinsurance Group of America, IncorporatedVP Global Content Strategy, Planning, & Operations, J.P. MorganVP Global Marketing, Matthews AsiaVP Global Social Media, Western Union CompanyVP Global Web Digital Marketing, Franklin Templeton InvestmentsVP Head Social Media, Regions BankVP Manager, Advertising & Creative Services, East West BankVP Marketing & Brand Strategy, BECUVP Marketing & Business Development, Santa Clara County Federal Credit UnionVP Marketing & Communications, EPIC Insurance Brokers & ConsultantsVP Marketing & Member Services, Pacific NW Federal Credit UnionVP Marketing & Sales Operations, Woodruff-Sawyer & CoVP Marketing Analytics & Enterprise, Charles SchwabVP Marketing Database Consultant, Wells FargoVP Marketing Program Manager, Wells FargoVP Marketing, Affluent Customer Segment, Wells FargoVP Marketing, AGIA Insurance ServicesVP Marketing, Chevron Federal Credit UnionVP Marketing, Connexus Credit UnionVP Marketing, Dividend CapitalVP Marketing, LendaVP Marketing, LendingTreeVP Marketing, LPL FinancialVP Marketing, Offline & Direct Broadcast Media, LendingClubVP Marketing, Opes AdvisorsVP Marketing, PNC BankVP Marketing, Provident Credit UnionVP Marketing, Schools Financial Credit UnionVP Marketing, State Compensation Insurance FundVP Marketing, Union BankVP Marketing, United Capital Financial AdvisersVP Multi Channel Marketing , Bank of the WestVP Omnichannel - Lead for Channel & Feature Engagement, US BankVP Product Strategy Team Manager, Wells FargoVP Regional Marketing Manager, Wells FargoVP Retail & Marketing, USE Credit UnionVP Retail Products, Wells FargoVP Sales Enablement & Product Management, Woodruff-Sawyer & CoVP Small & Medium Enterprise Banking Division, Bank of the WestVP Social Media & New Partnerships, Wells FargoVP Social Media Listening & Intelligence, Wells Fargo





VP, Digital Banking Channels Manager, RabobankVP, Digital Marketing, BBVA CompassVP, Federal Home Loan Bank of San FranciscoVP, Global Sales, Dow Jones and CompanyVP, Head, Digital Optimization, US BankVP, Head, Marketing, Global Network Partnerships, American ExpressVP, Insurance Marketing, John Hancock InsuranceVP, Marketing & Communications, PSCUVP, Marketing Strategist, Mellon Capital ManagementVP, Marketing Technology & Innovation, US BankVP, Marketing, Allegiant PartnersVP, Marketing, EsuranceVP, Media & Campaign Management, East West BankVP, Partner, Portfolio Management-UM, Universal McCannVP, Platform, API & Developer Marketing, Capital OneVP, Relationship Manager, Harvest ExchangeVP, Retail Marketing Manager, First Tennessee BankVP, Sales &Marketing, UNCLE Credit UnionVP, Self-Directed Retail Investment, LendingClubVP, U.S. Marketing, Matthews AsiaVP, Visa U.S. Marketing, VisaVP, Visual Brand & Design Manager, Mellon Capital ManagementVP, Web Design & UX Development Manager, East West Bank

Web Solutions Team - Retirement Solutions Division, Pacific Life Insurance

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For over 25 years Strategy Institute has been a leading-edge North American content provider that delivers senior executive decision-makers with knowledge to drive performance and innovation.

DMFS West Virtual Summit

Digital Marketing for Financial Services

@DMFinancialServ

DARREN HAUGHIAN1-866 298-9343 x 276

[email protected]

https://www.financialdigitalmarketingwest.us

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Past Attendee List - Strategy Institute

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