NEW STRATEGIES TO BETTER SERVE
YOUR CLIENTS | Get a 360-degree view of the opportunities that lie ahead and gain a clearer sense of how to evolve and transform your business from top industry leaders representing Morgan Stanley, JPMorgan Chase, AllianceBernstein, Edward Jones and many more.
Don't miss out on this exclusive opportunity to interact with the full wealthtech ecosystem and earn CE credits on select sessions. | Register now → |
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| Chady AlAhmar | Chief Executive Officer, Wealth Management
Old National Bancorp |
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| Jim Brown | Founder & Managing Partner
Long Ridge Equity Partners |
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| Lindsey Bell | Chief Investment Officer
Ally |
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| Markus Lammer | Chief Operating Officer of the Ultra-High Net Worth (UHNW)
Credit Suisse |
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| Kelli Keough | Head of Digital and Client Solutions for U.S. Wealth Management
JPMorgan Chase |
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| Koley Corte | SVP, Global Head of Transformation
AllianceBernstein |
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| Ed Andersen | VP, Mobile and Advanced Technology
E*TRADE |
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| Ilan Davidovici | Principal, Client Experience
Edward Jones |
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| Gavin Spitzer | President
Wealth Consulting Partners, LLC |
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