Columbia Threadneedle InvestmentsHead of US Product Development & Strategy
American Century Investments Head of Financial Intermediaries
MFS Investment ManagementVice President
Northern TrustSenior Vice President
Bank of America/ Merrill LynchVice President, Director of Fund Administration
InvescoExecutive Vice President & Head of Wealth Management Platforms
BNY MellonManaging Director, Global Head of Investment Managers
Director
ACA Group
Partner, Head of Marketing & Strategic Partnerships
Vice Chair
American Century Investments
Head of Financial Intermediaries
Vice President
MFS Investment Management
Chair
Columbia Threadneedle Investments
Head of US Product Development and Strategy
Northern Trust
Senior Vice President
Goldman Sachs
Managing Director
Envision Financial Systems, Inc.
Bank of America / Merrill Lynch
Vice President, Director of Fund Administration
Invesco
Executive Vice President & Head of Wealth Management Platforms
Harris Associates
President
Franklin Templeton
Co-Head of Retail Sales
Broadridge
Chief Commercial Diversity Officer
Hennion & Walsh
President & Chief Investment Officer
SS&C Technologies
US Head of Relationship Management
BlackRock
FIS
Senior Director, Product Management
Wells Fargo
Managing Director, Packaged Investment Products
Charles Schwab Investment Management
Director of Alternative Investments
Citi
FS Investments
Managing Director, Co-Head of Distribution
Capital Group | American Funds
John Hancock Signature Services, Inc.
Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration
Morgan Stanley
Managing Director, Head of Wealth Management Innovation
Edward Jones
Principal
State Street Corporation
Senior Vice President of Product Strategy
RBC US Wealth Management
Head of US Wealth Management Operations
Fidelity
SVP, Account, Treasury & Tax Services
J.P. Morgan
Managing Director, Global Head of Traditional Fund Accounting
BNY Mellon
Managing Director, Global Head of Investment Managers
PwC Financial Services
Partner
Putnam Investments
Director of Operational Compliance
Deloitte
Principal, Control & Regulatory