2017 SPARK Forum - The Breakers - Palm Beach, FL


Conference Speakers

Mike Alfred

Mike Alfred
Managing Director
BrightScope

Mike Alfred is Co-Founder of BrightScope (acquired by Strategic Insight in November 2016). A noted and quoted 401k and financial expert, Mike has appeared on CNBC, ABC News, Fox Business News, and in The Wall Street Journal, The New York Times, Harvard Business Review, USA Today, Forbes, BusinessWeek, Bloomberg, Reuters, and many others.

Previously, Mike was the Co-Founder and Portfolio Manager of Alfred Capital Management LLC. He has been a Financial Advisor and Portfolio Manager since 2003. He is a member of the board of directors at Crestone Group LLC and Tech San Diego. Mike received his bachelor's degree in History from Stanford University.

Brandon Bellin

Brandon Bellin
Director & Actuary, Retirement Plans,
Securian Retirement

Brandon is responsible for directing the special retirement plans, client transition services and competitive intelligence areas, as well as certain actuarial functions, for the Retirement Plans product line. He also represents the product line in Securian's overall risk management efforts.

Brandon joined Securian in 2001 and during that time, he has gained experience in several areas of practice, including product development, pricing, client relationship and sales support, competitive intelligence, business planning and project leadership. He has also been involved in numerous enterprise initiatives and participates in Securian's enterprise risk management efforts.

Brandon earned his bachelor of arts degree in Mathematics and Computer Science from Coe College in Cedar Rapids, Iowa. He is a Fellow of the Society of Actuaries, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Minnesota. As a registered representative of Securian Financial Services, Inc., Brandon holds the securities registrations Series 6 and 26.

 

 

Aram Boornazian

Aram Boornazian
Director,
Great-West Investments

Aram Boornazian is responsible for distribution of Great-West Investments' products designed for improving participant outcomes, including advisory services. In this role, Aram frequently represents the firm's capabilities at point-of-sale presentations, industry events and with key intermediary teams.

Previously, Aram held a number of sales and service responsibilities including retirement plan sales and sales management, participant education, and financial adviser support.

In these roles, he helped thousands of American workers achieve greater retirement security knowledge through seminars and hands-on workshops. He has been in the investment industry since joining the organization in 1996. Aram currently maintains FINRA Series 6, 26 and 63 securities registrations to coincide with sponsoring broker dealer's qualifications. Aram holds FINRA Series 7 credentials.

Matthew Brenner

Matthew Brenner
Managing Vice President, Investments
ICMA-RC

Matt Brenner is a Managing Vice President, Investments, in the Investment Division of ICMA-RC. He oversees the Mutual Fund team and the Trust Series Funds, manager due diligence, investment reporting and communications, and the ongoing operations of the Investment Division. Mr. Brenner is an investment specialist focusing on the VT PLUS Fund, the VT III Vantagepoint Milestone Funds, and other select Vantagepoint Funds. Mr. Brenner also serves as the primary interface on legal and compliance matters related to investments, and facilitates product development and special projects across functional areas of the organization.

Prior to joining ICMA-RC in February 2017, Mr. Brenner served as a Senior Vice President with PIMCO in Newport Beach, CA. He was responsible for developing, leading and maintaining relationships for many of PIMCO's largest clients, with expertise across multiple investment vehicles, asset classes and strategies, including fixed income, stable value, equities, alternatives and volatility products. In addition, he created and led the messaging group responsible for analysis and communications related to PIMCO's Total Return core bond offerings.

Mr. Brenner has over 10 years of investment industry experience. Mr. Brenner began his career as an attorney at Leventhal, Senter and Lerman in Washington D.C., focusing on mergers and acquisitions in the telecommunications industry, as well as business and regulatory matters including First Amendment issues in the broadcasting industry. He also served as a business development manager for U.S. News & World Report. He holds a Bachelors of Arts from the University of California, Berkeley, a Juris Doctorate from Georgetown University, and a Master's of Business Administration from Duke University's Fuqua School of Business. He has earned the Chartered Financial Analyst (CFA) designation.

Daniel Bruns

Daniel Bruns
Senior Product Specialist,
Morningstar

Daniel Bruns leads a strategic team focused on the retirement market within Morningstar's Investment Management Group. He is responsible for developing new solutions, conducting research, and consulting with clients on how best to leverage Morningstar's suite of retirement solutions.

Bruns holds a bachelor's degree in physics from Lewis University and a master's degree from DePaul University, Kellstadt Graduate School of Business.

Ken Burtnick

Ken Burtnick
Senior Product Manager,
Paychex, Inc.

Ken is a seasoned operations and product leader who has been leading change and driving innovation in the 401k recordkeeping space for 20 years at Paychex, a leading provider of 401k plans. Ken has lead critical product expansions including innovative services such as introducing one of the first 3(38) services in the industry, managed accounts and one of the first fee neutral platforms.

Most recently Ken has been involved in the partnership with Millennium Trust bringing to market an industry leading Simple IRA and has been promoting innovative solutions tying the benefits of employer paid student loan payments to saving for retirement.

 

Peter Cariola

Peter Cariola
Vice President, Senior Product Manager,
Millennium Trust Company

Peter Cariola is a Senior Product Manager at Millennium Trust Company. Peter brings 25 years of extensive product and client relationship management experience to his role. Peter is responsible for defining product strategy, roadmap, and product development lifecycle.

Prior to joining Millennium Trust, Peter spent the majority of his career at Morningstar where he developed and implemented a variety investment consulting and retirement products. Most recently, Peter worked at Aon Hewitt Financial Advisors where he managed large scale automated advice and financial wellness services for Aon Hewitt clients.

Peter holds a bachelor's degree in accounting and finance from DePaul University.

Philip Chao

Philip Chao
Principal and CIO,
Chao & Company, Ltd.

Philip Chao founded Chao & Company, Ltd. in 1990 to provide individuals, families and institutions with the independent and thoughtful advice that would serve as a tailored alternative to the conflicted, one-size-fits all, prepackaged solutions. Philip wants to make available industry best practices to help fiduciaries and clients make prudent investment and portfolio decisions.

As the Chief investment Officer of the firm, Philip designs and manages individual and institutional assets in the best interest of the clients. By emphasizing risk as well as return, each portfolio is calibrated in an attempt to align the long term investment outcome with clients' criteria and expectations. Portfolio design is based on a core-satellite approach of recognizing the need for a portfolio core to have exposure to traditional market risks in order to realize market returns. Further, target certain segments of the portfolio to gain exposure to non-traditional assets and investment strategies in seeking downside protection and return enhancement.

Philip serves as an ERISA investment consultant in a co-fiduciary capacity - as an ERISA Sec 3(21) - so that clients can rely on his advice with full confidence. For retirement plan sponsors, he implements a prudent investment process to meet their fiduciary responsibilities. When managing defined benefit assets, he serves as a full fiduciary under ERISA 3(38).

Tom Conlon

Tom Conlon
Head of Relationship Management,
Betterment

Tom Conlon leads the relationship management team at Betterment for Business, a growing full-service 401(k) plan provider. He and his team deliver cutting edge technology and support to a range of plan sponsor clients.

Tom has spent the last 10 years in the retirement services industry where he has held various positions leading teams and helping plan sponsors accomplish their goals for their retirement plans. His focus has always been on helping plan sponsors simplify plan design and administration to help achieve broader goals for impactful participant outcomes.

Jim Courtney

Jim Courtney
Director, Communications & Education,
Federal Retirement Thrift Investment Board

Jim Courtney is Director of Communications & Education for the federal agency that administers the Thrift Savings Plan, the largest defined contribution plan in the world. Jim leads the team responsible for publications, website content, social media, participant statements, and in-person education. Previously, Jim was the Deputy Commissioner for Communications at the Social Security Administration. Prior to that, he was Press Secretary for U.S. Senator William V. Roth, Jr. of Delaware, the father of the Roth IRA. Before joining the federal government, Jim was a television news producer, reporter and anchor.

Daniel Cross

Daniel Cross
Vice President
DST

Daniel Cross is a Vice President at DST and responsible for establishing the Digital Solutions Group and the FSG Consulting Group within DST's financial services business. The Digital Solutions organization is a center of excellence for digital strategy and execution, creating value for clients from our digital propositions and the digital enablement of DST products and services. The FSG Consulting organization brings together DST's solution design expertise with our data and analytics consulting practice to provide advisory services for clients across the Asset Management, Retirement and Brokerage markets.

He previously developed and lead the company's services offering in North America, providing advanced insight and customer engagement services to clients.

An analytics professional with more than 16 years' experience designing and delivering analysis-driven solutions for businesses in the U.S., Europe, and Asia-Pacific regions, Mr. Cross came to DST with the company's acquisition of UK-based Lateral Group in 2011. As Global Director of Strategy, he was responsible for the delivery of marketing strategy and analysis through the group's consulting arm.

A graduate of the John McGlashan College in New Zealand, Mr. Cross earned a Bachelor of Commerce with Honours degree from the University of Otago. He attended the London Business School's Executive MBA programme.

Ravindra Deo

Ravindra Deo
Executive Director,
Federal Retirement Thrift Investment Board

Ravindra Deo is the Executive Director of the FRTIB, the Federal Agency that administers the Thrift Savings Plan (TSP) and the largest defined contribution plan in the world. In this role, Ravindra serves as the Chief Executive Officer and managing fiduciary of the TSP. Ravindra joined the FRTIB in 2015 where he served as Chief Investment Officer from February 2015 to June 2016, as acting COO from June 2016 to February 2017, and as acting Executive Director from April 2017 to August 2017.

Ravindra started his career in 1986 in Los Angeles and worked in the asset management industry for 29 years prior to joining the FRTIB. He has worked in a variety of roles, as an overlay asset allocator focused on risk reduction. While on the team he also worked on the creation of the first ETFs.

In 1992 Ravindra moved to Seattle to work as Chief Investment Officer at an organization that hired asset class specialist managers and created a series of investment products that used these managers. He also built asset allocated lifestyle funds to achieve optimal results for a given level of risk.

Ravindra spent seven years as a manager research and investment advisory consultant to some of the largest institutional investors in the world. During this time he worked with the US Treasury, Prudential Insurance and KEVA, the pension plan of Finland, among others. He was the lead on the investment and manager research teams and has conducted extensive manager research on both alternative and traditional asset classes. Ravindra has a Bachelor of Technology from the Indian Institute of Technology, Delhi and an MBA from the University of California, Berkeley.

Terry Dunne

Terry Dunne
SVP, Managing Director,
Millennium Trust Company

Terry brings over 35 years of sales and marketing experience in the financial services industry to his role developing the firm's comprehensive automatic rollover product.

Before joining Millennium Trust, he served as director of marketing and client service at Harris Associates, and also held positions at Chicago Title and Trust, Arthur Andersen, and Harris Trust and Savings Bank.

Terry has written on a number of retirement plan topics including plan terminations, search efforts for missing plan participants, uncashed checks, and bankruptcy and abandoned plans. His work has been published by the American Society of Pension Professionals and Actuaries (ASPPA), Sage's Compensation & Benefits Review, International Foundation for Employee Benefits Plans, National Association of Bankruptcy Trustees, and Thomson Reuters' Westlaw Journal.

He holds a bachelor's degree in economics from the University of Notre Dame, an M.B.A. in accounting and finance from the University of Chicago, and a master's degree in taxation from DePaul University. He has previously held the Certified Public Accountant, Certified Financial Planner and Personal Financial Specialist designations.

Russell Fernandez

Russell Fernandez
Senior Manager
Deloitte Consulting

Russell is a Senior Manager in Deloitte Consulting's Financial Services practice specializing in Retirement Services. Russell has more than 17 years of experience in Defined Contribution administration & retirement consulting, focusing on operations and technology transformation.

Russell advises Clients on operational efficiency, business process design, large-scale system implementation, technology rationalization, data management & governance, cost transparency, customer experience & product and service segmentation. Russell has experience working with a variety of retirement systems including core recordkeeping platforms (Omni and proprietary) as well as surround systems such as CRM, Workflow and Issue Management applications.  Russell possesses strong project management skills, leading both complex projects and cross-functional teams.

Stacey Ganina

Stacey Ganina
Vice President, Defined Contribution Investment Strategy
BlackRock

Stacey Ganina, Vice President, is an Investment Strategist within BlackRock's US and Canada Defined Contribution business. She is responsible for representing DC capabilities to plan sponsors, investment consultants, and advisors. The team partners with Sales, Research, and Product Development to evolve the suite of DC solutions, provide thought leadership, and develop client analytics. Prior to moving to her current role, Mrs. Ganina was a member of the Multi-Asset Strategies group focusing on the firm's sustainable investment solutions. Previously, she was part of the Strategic Product Management group leading product development and strategy. She was also a member of BlackRock's Portfolio Management Group helping drive strategic initiatives across the firm's investment teams. Mrs. Ganina joined BlackRock in 2008 as an analyst in the institutional client business, where she was responsible for sales and servicing the firm's central bank, sovereign wealth fund, and other official institution clients globally. Mrs. Ganina earned a BA degree in economics and international relations from Tufts University.

Chris Gaston

Chris Gaston
Senior Policy Director,
Davis & Harman LLP

Chris Gaston is Senior Policy Director of Davis & Harman LLP. Chris has more than a dozen years of Capitol Hill experience and he represents clients on a wide range of issues before Congress, particularly retirement and savings policy.

Prior to joining Davis & Harman LLP, Chris served as Chief of Staff for U.S. Representative Rush Holt (D-NJ) who was a senior member of the House Committee on Education and the Workforce.

After growing up in Central New Jersey, Chris initially started with Rep. Holt as an intern and over the next twelve years, worked for Rep. Holt in a number of congressional and political positions. For more than five years Chris served as Rep. Holt's Legislative Director where he helped establish an ambitious legislative agenda and advised him on a diverse range of legislative issues. In that capacity, Chris was responsible for all of Rep. Holt's work on the Education and the Workforce Committee, including his legislative initiatives to promote retirement savings. Chris also led Rep. Holt's efforts to raise concerns about the Department of Labor's fiduciary proposal.

Chris graduated with a B.A. in Political Science with a Public Policy Focus from The George Washington University and received a M.A. in International Law and Politics from Georgetown University. He and his wife, Molly, have two active kids, Max and Clare, and one hyper active Border collie, Ace.

Mike Hadley

Mike Hadley
Partner,
Davis & Harman LLP

Mike Hadley is a partner in the law firm Davis & Harman LLP. He practices in the area of employee benefits, advising clients on the full range of tax, ERISA, and other laws affecting benefit plans. He has a particular focus on helping financial institutions that sell products to defined contribution and defined benefit plans, IRAs and similar plans navigate the special rules that govern those plans. He also provides clients with strategic advice, plan design, counseling, and compliance assistance for qualified plans, 403(b) and 457 plans, non-qualified executive compensation, employment agreements, and health and other welfare plans.

Mike was formerly Associate Counsel for Pension Regulation at the Investment Company Institute, the national association of U.S. investment companies. His responsibilities included advocating for the Institute's membership before Congress, the Department of Labor, the Department of the Treasury, and the Securities Exchange Commission on retirement security issues and assisting ICI members and staff in understanding tax and ERISA rules. Among other duties he managed ICI's work implementing the Pension Protection Act and responding to 401(k) fee, investment advice, and fiduciary developments in Congress, DOL, and the courts.

Prior to joining ICI, Mike was an associate with Covington & Burling LLP, where he advised clients on employee benefit plans and executive compensation arrangements, provided advice on ERISA litigation, and assisted with pension and benefits issues in mergers, acquisitions, and other corporate transactions.

Mike is a frequent speaker on the latest retirement savings policy developments coming out of Congress and the regulatory agencies and has testified before Treasury, IRS, and Department of Labor. A sampling of articles he has authored or co-authored: ERISA Compliance for Investment Advisers: A Q&A Guide To DOL's 408(b)(2) Disclosure Regulation, Investment Lawyer, Vol. 20, No. 7 (July 2013); The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 ICI Research Perspective, Vol. 17, No. 4 (June 2011); and 401 (k) Plans: A 25-Year Retrospective, ICI Research Perspective, Vol. 12, No. 2 (Nov. 2006).

Mike was a law clerk for the Honorable Gerald Tjoflat, U.S. Court of Appeals for the Eleventh Circuit. He received his J.D. from the University of Virginia, where he was Notes Editor of the Virginia Law Review and elected to the Order of the Coif. He received his B.A., cum laude, from the College of William and Mary.

Teresa Hassara

Teresa Hassara
Head of Workplace Solutions,
MassMutual

Teresa has 30 years of experience in financial services, with the majority of that time being spent with three companies: Bankers Trust, Fidelity Investments and, most recently, TIAA, where she led the company's Institutional Retirement business serving more than 16,000 higher education, state government and other nonprofit organizations.

Her deep industry expertise includes executive roles encompassing all aspects of relationship management and service delivery as well as in strategy & planning, product & services management, customer loyalty analytics and participant education and advisory solutions for clients in both the public and private sector.

Beyond retirement, Teresa has led HR & Payroll outsourcing, investment marketing & measurement, and investment product development, both in the US and abroad.

As a business leader, she is passionate about building engaged, diverse and inclusive teams who share a commitment to delighting clients by improving financial outcomes for plan sponsors and their participants. In particular, Teresa is dedicated to ensuring that that employees at every level and of every background have an equal opportunity to become financially secure for their entire post-work lifetime.

Teresa is committed to education in the retirement area and beyond. A fervent supporter of both financial literacy and women's leadership, she championed TIAA's Woman-to-Woman Financial Empowerment Series, and sponsored TIAA's Women's Employee Resource Group. She is a familiar speaker at both industry and general leadership workshops and events.

In addition, she has been involved with nonprofit organizations such as Jobs for the Future and City Year. Her own formal education took place at Vanderbilt University, where she received her BA, and the Wharton School at the University of Pennsylvania, where she received her MBA.

Teresa lives in Carlisle, MA with her husband Mike. They have four children - Ben, Allie, Caroline, and Hannah. As a family they love to travel, ski, hike and cook.

Cynthia Hayes

Cynthia Hayes
President
Oculus Partners, LLC

Cynthia Hayes is a nationally recognized leader in retirement related policy, business management, product strategy, marketing, and client management. She formed Oculus Partners, LLC in July, 2008. Oculus has helped financial services companies, both large and small, in designing new products, new distribution and marketing strategies, new delivery channels (including call centers, web, and branch-based delivery), and has developed strong marketing and practice management programs in the retirement arena and more broadly in the wealth management arena.

Prior to forming Oculus, she retired from Merrill Lynch as a Managing Director of their Retirement Group where she held senior positions in business line management, sales, marketing, operations and strategy. Cynthia served as a driver of business, product, and marketing strategies for all retirement related businesses including Employer Plans, and Individual Retirement. As business line executive, she was responsible for the Retirement Investment Platforms, Institutional Integrated Benefits, Equity Award Services, and Small Business Retirement. She also served as Senior Marketing and Strategy Officer for Merrill Lynch Trust Company and the Merrill Lynch Financial Advisory Center.

Prior to Merrill Lynch, Cynthia was Senior Vice President of NationsBank (now Bank of America) responsible for Institutional Trust Operations and launching the daily 401(k) business. Other roles include Senior Marketing Officer for a national portfolio management software firm, Portfolio Manager for a boutique investment management firm, and Pension Consultant for a national broker/dealer.

Cynthia was named as one of 5 finalists in "Most Important Women in the 401(k) Industry" in 2007, and has been in the top 100 "Most Important People in the 401(k) Industry" for multiple years. She carries the CFA and CEBS designations. Cynthia and her husband David have 4 children and six grandchildren and live in Atlanta.

Raul Hernandez

Raul Hernandez
Chief Services Officer
City of Miami

Dr. Raul E. Hernandez came to the U.S. from Cuba in 1980 as part of the Mariel boat lift. He has a medical doctor degree from the University of Havana but his work in the US has focused on refugee resettlement and the immigration field. In 1980, he became the camp manager of the Unaccompanied Minors Program for "Mariel Cuban children" in Indiantown Gap, Pennsylvania. He later worked for HHS, and several non-profit agencies in the processing of Cuban Mariel arrivals in Fort Chaffee, Arkansas.

From 1981 through 2007, Dr. Hernandez worked for Migration and Refugee Services of the US Conference of Catholic Bishops managing nation-wide refugee programs from their offices in Fort Smith, Arkansas; Washington, DC, and New York City. He also developed refugee mental health programs, and was deployed frequently to handle refugee emergencies in Haiti, the former Panama Canal Zone, the US Naval Base in Guantanamo, and South Florida. In 1996, he collaborated with the Center for Applied Linguistics in the publication of a comprehensive manual titled "Cubans, their History and Culture".

He retired from MRS in 2007, but returned to work as volunteer coordinator and resource manager of the Catholic Charities' refugee program in Miami. In 2012, he became the Citizenship Coordinator of Catholic Legal Services of the Archdiocese of Miami where he worked until 2016.

Dr. Hernandez is currently the Chief Service Officer of the City of Miami where he has completed a comprehensive a city-wide Service Plan focused on educational priorities and implements citizen engagement initiatives on behalf of Mayor Tomas Regalado.

Greg Iacurci

Greg Iacurci
Reporter
InvestmentNews

Greg Iacurci is a reporter who covers financial advisers who serve 401(k) retirement plans. He also covers general retirement planning and insurance.

Kris Kersey

Kris Kersey
Blockchain Director Lead
Pricewaterhouse Coopers

Kris is a Director in PwC's Emerging Technologies and New Services consulting practice focusing on digital transformation and Blockchain/Distributed Ledger service offerings. 

Michael Kozemchak

Michael Kozemchak
Managing Director,
Institutional Investment Consulting (IIC)

Mr. Kozemchak is a Managing Director at Institutional Investment Consulting (IIC), a national provider of institutional investment consulting services. IIC's engagements cover Defined Contribution, Defined Benefit, Nonqualified Deferred Compensation, Equity, HSA, Total Rewards, ESOP, and Treasury Investment programs with engagements totaling over $75billion in assets.

Mr. Kozemchak and IIC have been recognized annually as one of the nations leading consulting firms by publications including PLANSPONSOR Magazine, Plan Advisor, Pension and Investments, and 401(k) Wire.

Member of: The Employee Benefit Research Institute, The Defined Contribution Institutional Investment Association (DCIIA) and Board Member, The Plan Sponsor Council of America (PSCA), Society of Human Resource Management (SHRM), The Association for Financial Professionals (AFP). Michael Kozemchak possesses the AIF (Accredited Investment Fiduciary) designation, the PRP (PLANSPONOR Retirement Plan Professional) Designation. Mr. Kozemchak is a founding lecturer at UCLA Berkley's Anderson School of Management, within The Retirement University program and a recipient of their C(k)P Certification which denoted he is a Certified 401(k) Professional.

Bob Kunimura

Bob Kunimura
Chief Technology Officer,
Millennium Trust Company

As CTO, Bob is responsible for aligning information technology with corporate strategy. He joined Millennium Trust in 2012 and has been instrumental in building Millennium Trust's innovative technology solutions. He has over 30 years of technology experience within the financial services industry and a successful track record of leading and implementing innovative technology solutions.

Prior to joining Millennium Trust, Bob was chief technology officer at Cargill Corp.'s CarVal Investors unit and Calamos Investments, and held various senior-level Technology positions at O'Connor and Associates, Swiss Bank Corporation and UBS.

He holds a bachelor's degree in computer science from Northwestern University.

Lauren Leneis

Lauren Leneis
Principal Consultant
Enterprise Iron Financial Industry Solutions, Inc.

Lauren Leneis has over 15 years of experience in the retirement plan industry providing operational, technology and project management services.   Ms. Leneis has led projects and implementation efforts to retirement and health plan clients in the United States, Puerto Rico and Latin America. She currently focuses on operational services such a year-end processing, tax reporting and compliance activities for Enterprise Iron clients.

David Levine

David Levine
Principal
Groom Law Group, Chartered

David N. Levine is a principal at Groom Law Group, Chartered. He advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters.

Mr. Levine's areas of service include: the redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.

Mr. Levine was previously the Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (2011-2013) and is currently a member of the Executive Committee of the Defined Contribution Institutional Investment Association and serves in a number of leadership roles in the American Bar Association Tax Section's Employee Benefits Committee. Mr. Levine regularly speaks on plan design, fiduciary governance, and legislative issues and contributes a recurring column to NAPA Net -- The Magazine. He is recognized in The Legal 500 and USA Chambers guide for Employee Benefits & Executive Compensation. Mr. Levine received his J.D., from the University of Pennsylvania Law School and his B.A., with general and departmental honors, from Johns Hopkins University.

Todd Levy

Todd Levy
Chief Investment Officer
Ingham Retirement Group

As the Chief Investment Officer at Ingham Retirement Group, Todd Levy has over twenty years of industry experience. For the past sixteen years he has been pursuing his passion working with plan sponsors to create successful retirement plans with the singular focus on helping plan participants accumulate enough money to live a dignified lifestyle in retirement. Throughout his career, Todd has been an active advocate within various fiduciary circles and keenly focused on outcome oriented plan design strategies and technological innovations.

In his role at Ingham, a Miami based producing TPA firm, Todd is responsible for the design, oversight and implementation of the firm's asset allocation views. Todd's unique experience working for a Recordkeeping, TPA and Actuarial firm affords the firm's clients a true and measurable value. This perspective regularly affords Todd the ability to problem solve or develop real solutions for his clients in real time, often before plan sponsors recognize a concern. Todd takes pride as a consultant to the firm's diverse group of plan sponsor clients whereby he enjoys the challenge of humanizing "401(K) speak" and investment jargon into real world communication to empower plan sponsors' active role in decision making on behalf and in the best interest of their plan participants.

Todd holds a bachelor's degree in finance from Syracuse University and has achieved ASPPA's Qualified 401(k) Administrator (QKA) designation and an Accredited Investment Fiduciary Analyst (AIFA) designation from the Center for Fiduciary Studies.

Joan McDonagh

Joan McDonagh
Senior Director, Legislative and Regulatory Affairs,
Empower Retirement

Joan McDonagh, who received a J.D. from American University Washington College of Law in 1985, practices law in the employee benefits area. She has worked for the organization since 2004 and for its wholly owned subsidiary EMJAY Corporation since 1988. Joan's areas of expertise include ERISA compliance with an emphasis on fiduciary requirement.

Joan is a member of the Wisconsin Bar Association. She is on the Government Relations Committee of the Society of Professional Asset-Managers and Record Keepers (SPARK) and formerly chaired the Public Policy Committee of the Defined Contribution Institutional Investment Association (DCIIA). She is also a member and past Vice President of Wisconsin Retirement Plan Professionals Ltd.

Joan has written numerous articles and has presented a variety of seminars on retirement plan issues. She is a co-author of the 401(k) Answer Book, part of the Aspen Publishers' Answer Book series.

Doug McIntosh

Doug McIntosh
VP, Investments,
Prudential Retirement

Doug McIntosh holds the position of Vice President, Full Service Investments within Prudential Retirement, supporting the investment product function for the division for all asset classes including guaranteed income products. He works across the Prudential enterprise to source best-in-class investment solutions for retirement investors on Prudential's recordkeeping platform and beyond. His team also oversees third-party asset managers that deliver on the promise to help Americans retire with dignity.

Prior to his current role, Doug held the position of Vice President, Investment Marketing, Sales Support & Strategy within Prudential Annuities, in which he led all aspects of sales support and strategic direction for that division's investment platform. Doug McIntosh previously held the position of Vice President, Distribution for Prudential International Investments, creating custom principle-protected and lifelong income products for the world's largest asset aggregators. Earlier work within the United States saw Doug in the role of Vice President, Distribution for Prudential IncomeFlex with Prudential Retirement division. Along with distribution and product development, he worked closely with the firm's Regulatory and Legislative Affairs groups, testifying before Members of Congress and other relevant bodies in Washington, DC to promote understanding and use of guaranteed outcome vehicles within DC plans.

Prior to working for Prudential Retirement, Doug was Director, International Sales for Mentor Ophthalmics, a specialty medical manufacturer, where he ran international distribution in Asia and Latin America. Doug received a B.A. in English & Communications from Fairfield University, and holds an MBA with Distinction in International Management & Finance from the Johnson Graduate School of Management at Cornell University. He chairs the Pension Board for the Town of West Hartford CT, and is a board member of the Center for Latino Progress in Hartford CT.

Moira Meehan

Moira Meehan
Senior Director, Participant Services
TIAA

Moira Meehan is a Senior Director responsible for offer definition and customer experience for TIAA's participant services.

William Meyer

William Meyer
Founder & CEO
Retiree Income

William (Bill) Meyer, Founder and Managing Partner of Retiree Income, is a nationally recognized expert in tax-efficient retirement income withdrawal strategies. With Dr. William Reichenstein from Baylor University, he developed Income Strategy and Income Solver, the leading retirement income management and withdrawal software for consumers and advisors, respectively.

In addition to these solutions, Meyer's robust research is recognized for identifying the sub-optimal nature of the conventional wisdom currently used to create withdrawal strategies and solving the gap in retirement income with a tax-efficient withdrawal strategy that is proven to extend portfolio longevity by up to a decade.

Meyer is a popular speaker and has been featured at numerous national events such as Financial Planning Association, Association of Independent Certified Public Accountants, and the Million Dollar Roundtable. Additionally, he was invited to provide testimony on retirement matters to the U.S. Senate Special Committee on Aging. Meyer earned his Bachelors of Science degree in Psychology from UCLA and his MBA degree from the Anderson School at UCLA. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.

Stephen Mitchell

Stephen Mitchell
Managing Consultant,
BridgePoint Group

Stephen is a Managing Consultant at BridgePoint Group who has extensive retirement and investment experience spanning business, marketing, and product strategy, product management and launch, client services, and operations management.

Stephen is currently with working with both the financial services industry and key states on the design, feasibility, and business models to support state-mandated retirement programs. He has led several research studies on the changing nature of retirement as well as numerous qualitative and quantitative customer and prospect research studies. He is a proven leader in market research and competitive intelligence, product management and development, retirement and retirement income, and developing investor education and planning tools.

His prior leadership positions include Director of Retirement Group at Merrill Lynch, Senior Vice President of Marketing and Senior Vice President of Institutional Client Services for Fidelity Investments, and Vice President and DC Practice Leader at AON.

A graduate of the University of Southern Maine, Stephen is a frequent speaker at industry events and a media spokesperson on a wide range of retirement and investing topics.

Venkata Natarajan

Venkata Natarajan
Chief Information Officer,
Prudential Retirement

Venkata Natarajan is Chief Information Officer within Prudential Retirement, a business unit of Prudential Financial, Inc., and a leading provider of defined contribution, defined benefit, nonqualified deferred compensation plan administration, and institutional investment and risk management services.

Since joining Prudential Retirement in 2012, Venkata has led numerous initiatives that called for deep technical expertise, business acumen and leadership, while partnering closely with Prudential's businesses to translate strategy into technology solutions. He and his teams have led the design and deployment of Prudential Retirement's digital and service-oriented architecture platforms, as well as the construction of digital capabilities and mobile applications. As CIO, he also serves as a member of Prudential's CIO Cabinet.

Most recently, Venkata was Vice President, Gibraltar Ventures, where he led the exploration of emerging technologies for Prudential Financial's venture capital firm. As head of Strategy, Planning and Enterprise Architecture, he was responsible for Prudential Retirement's technology architecture, delivery of shared services technology platforms and information management.

Before joining Prudential, Venkata held various technology leadership positions at ING in its broker-dealer, individual retirement, annuities and retirement services businesses. He has also had experience in the aerospace and defense industries and in technology startups.

Venkata holds a Bachelor's degree in Mechanical Engineering from the Indian Institute of Technology in New Delhi, and Master's and Doctorate degrees in Mechanical Engineering from the California Institute of Technology.

Pete Naumovski

Pete Naumovski
CISO,
Blue Cross Blue Shield Association

Pete Naumovski is the vice president and chief information security officer (CISO) for the Blue Cross Blue Shield Association (BCBSA), a national federation of 36 independent, community-based and locally operated Blue Cross and Blue Shield companies.

With over two decades of cybersecurity experience, Pete Naumovski has successfully led the development and implementation of global security solutions in a wide range of corporate retail, e-commerce, healthcare and wholesale distribution fields and delivered extensive security consulting for Fortune 100 companies. Throughout his career, Naumovski has consistently driven effective organizational change, building highly skilled security teams and instilling security best practices across diverse IT and business processes.

Pete is responsible for oversight of the BCBSA's information security program. He actively promotes cybersecurity across the Blue System and is a central figure in the cyber defense of 1 in 3 American's information.

Prior to joining BCBSA in August 2015, Naumovski held CISO-level positions in large corporations in the retail, e-commerce and wholesale distribution industries. He recently served as the vice president of information security & compliance at OfficeMax, where he built and operated a global security program. Naumovski started his career at PricewaterhouseCoopers in the security consulting practice focused on delivering security solutions to Fortune 100 companies across most industries, including healthcare, financial services and manufacturing.

Naumovski holds a bachelor of science degree in management information systems from Northern Illinois University and is a Certified Information System Security Professional (CISSP).

James Nichols

James Nichols
Head of Customer Solutions Group,
Voya Financial

James Nichols leads the Customer Solutions Group for Voya Financial, which helps Americans plan, invest and protect their savings -- to get ready to retire better. Specifically, this includes serving the financial needs of approximately 13 million individual and institutional customers in the United States. In his role, James leads Voya's efforts to provide a holistic approach to help customers achieve retirement readiness and financial wellness at every stage of life through Voya's broad range of retirement, insurance, annuity and investment products, services and tools.

With more than 20 years in financial services, James brings deep knowledge of the industry. Most recently, he led Advice Strategy for Voya's Retirement business, overseeing the quality and consistency of Voya's advisory platform to meet the evolving needs of Voya Retirement's institutional clients and individual customers.

Before joining the company, James served as senior managing director, head of Advice & Planning for TIAA-CREF where he led a team responsible for designing, building and implementing the advice platform for the firm. In addition to TIAA-CREF, James held leadership roles at Accenture, as part of the Capital Markets practice, where he worked for a variety of financial service firms worldwide and led the Global Wealth Management product strategy.

Nichols received a Bachelor of Arts in economics from Duke University and holds FINRA Series 7, 24, 63 and 65 licenses. He is a frequent speaker at industry events and media spokesperson on a wide range of topics including retirement saving, retirement income, and financial wellness.

James lives in Charlotte, NC with his wife, Amanda. They have 2 teenage kids, Colter and Sutton. As a family they love to travel to new places, ski, and cheer on the Carolina Panthers.

Darren Pain

Darren Pain
Senior Economist
Swiss Re

Darren joined Swiss Re in December 2010 and currently works as a Senior Economist in Swiss Re's Economic Research & Consulting unit in Zurich. He covers European insurance markets with a particular focus on developments in the UK and Ireland.

His research interests include understanding the interaction between the macroeconomy, capital markets and insurance and role of innovation in the insurance sector. Prior to joining Swiss Re, Darren worked for a number of years in central banking having spent time at both the European Central Bank and the Bank of England. Darren has a B.Sc. in economics from the University of Warwick and a M.Sc. (Econ) from the London School of Economics.

Michael Parisi

Michael Parisi
VP of Assurance Strategy and Community Development,
HiTrust

Michael Parisi has led over 500 controls-related engagements primarily in the healthcare and financial services industries. He has extensive experience with third-party assurance reporting including HITRUST readiness, HITRUST certification, SOC 1, SOC 2, SOC 3, Agreed Upon Procedure and customized AT-101 engagements.

He also has several years' experience implementing large Oracle ERP systems specializing in the General Ledger and Governance Risk and Compliance modules. He has extensive knowledge of financial reporting and regulatory standards through his external audit and consulting experience, including Sarbanes Oxley, HIPAA, NIST, CMS and state specific standards. He holds a Bachelor of Science in Accounting, a Bachelor of Science in Computer Information Systems and an MBA from Quinnipiac University. He is an active member of ISACA and IAPP.

Scott Parker

Scott Parker
Principal
Deloitte Consulting

Scott is a partner in Deloitte Consulting's financial services practice and focuses in the Retirement, Wealth and Asset Management markets.

Scott has 20 years of experience in helping financial services firms competing in the retirement and wealth markets grow and enhance their competitive position. Scott leads strategic transformation projects with specific focus on business strategy, marketplace positioning, distribution, product and pricing, operational effectiveness and robotics.

Dennis Quandt

Dennis Quandt
Director,
Pricewaterhouse Coopers

Dennis is a Director in PricewaterhouseCoopers' Risk Assurance practice in Boston, Massachusetts. He has over 14 years of experience delivering process enhancement and controls optimization projects for large, highly complex, highly visible clients in the global Asset and Wealth Management, Healthcare, and Technology industries. Throughout his tenure, Dennis has focused primarily on business process and information technology control assessments for traditional and alternative asset managers, administrators, and technology service delivery clients. This work includes initiatives to prepare for pending regulation or customer demands, third party reporting (SOC 1, SOC 2, custom reporting), and external audits. He regularly works with a variety of constituents including Risk, Internal Audit, Compliance, Information Security, and Controllership functions to develop risk-based roadmaps, organize and perform internal controls testing and reporting to meet stakeholder transparency requirements.

Joe Ready

Joe Ready
Executive Vice President,
Wells Fargo Institutional Retirement and Trust

Joe Ready is executive vice president and director of Wells Fargo Institutional Retirement and Trust. In this role, Joe has responsibility for products and services for more than 5,400 employer-sponsored retirement plans and custody accounts with 4 million employees representing almost $800 billion in assets, supported by more than 2,200 team members with a mission to help America's diverse workforce prepare for a better retirement.

Joe has more than 30 years of leadership experience the financial services industry, including relationship management, sales, investments, trust administration, operations and systems. He has served in a variety of leadership roles in the institutional retirement and investment areas including the mutual funds business, defined contribution, pension and employee benefits, and the institutional custody division.

He earned a bachelor's degree from Franklin and Marshall College. Joe is active in the retirement industry as a speaker and has appeared on Fox Business News, CNBC, Reuters, and has been quoted in various publications such as The Wall Street Journal, Fortune, Pensions & Investments, Investment News, The Street, PLANSPONSOR, 401kWire, and The Washington Post. He also participates in several executive industry trade groups and boards. He currently is C0-Chair of the Wells Fargo Bank N.A. Trust Committee and is an active Governing Board Member of The SPARK Institute, Inc. Joe previously served as the President of SPARK Institute, Inc. from March 2014 to June 2017. Joe was also previously a board member of BPS & M, LLC, a benefit consulting actuarial firm that is now owned by Findley & Davies.

Joe volunteers in the Charlotte, N.C. area with various charitable functions. He previously served as a board member on the College of Charleston Parent Advisory Council and chaired the Charlotte Catholic Foundation. Over the last several years, Joe has been named one of the 401(k) industry's top 100 most influential people by 401(k)Wire.

Dan Rosshirt

Dan Rosshirt
Principal
Deloitte Consulting

Dan is a Principal in Deloitte Consulting's Financial Services practice with over 25 years of experience developing business and product strategies for leading companies in the retirement services industry.

Prior to joining Deloitte Consulting, he had his own consulting company focused on the DB/DC and asset management industry where he advised clients on product development; capability assessment/due diligence; strategic analysis; product and organizational positioning and business development. Before entering the consulting industry, Dan was Vice President and Head of Marketing and Strategic Planning for MetLife's Retirement and Savings group.

Tim Rouse

Tim Rouse
Executive Director,
The Spark Institute

Tim has over thirty years of experience in the financial services industry mainly within retirement services of large mutual fund companies.  For the past twenty-five years Tim has worked with major plan sponsors in state and local governments, corporations, Taft-Hartley plans, nonprofit hospitals, colleges and universities.  Over his career Tim has worked with Voya Financial, Fidelity Investments, ICMA Retirement Corporation and The Vanguard Group. 

Tim is a former President of the National Association of Government Defined Contribution Administrators' Industry Board and a graduate of Villanova University.

Michael Saether

Michael Saether
Account Executive
FIS

Mr. Saether is a Account Executive in the Birmingham office of FIS, specializing in sales and relationship management within the wealth management field. He has over 20+ years of experience in helping clients reduce costs while improving servicing levels within their organizations. Mr. Saether holds a B.A. in Computer Engineering from North Carolina State University.

Karen Scheffler

Karen Scheffler
SVP, Senior ERISA Legal Counsel,
AB

Karen W. Scheffler is Senior Vice President and Senior ERISA Legal Counsel at AB, responsible for overseeing the firm's compliance with the Employee Retirement Income Security Act of 1974 ("ERISA"). She also leads the firm's monitoring and client education activities with regard to the fiduciary and regulatory requirements that impact retirement plans and advisors.

Prior to joining AB, Scheffler was a partner at Olshan Frome Wolosky, where she advised clients on all aspects of ERISA that impact investment management. Before that she was of counsel at Troutman Sanders and counsel at Lowenstein Sandler. Scheffler began her career at the United States Department of Labor as an investigator focused on ERISA enforcement, and subsequently worked at Deloitte Tax, consulting with plan sponsors on employee benefits. She holds a BA in English from the University of California at Los Angeles and a JD from the Maurice A. Deane School of Law at Hofstra University.

Tim Scott

Tim Scott
Delivery Partner,
Enterprise Iron Financial Industry Solutions, Inc.

Tim Scott has over 30 years of experience in the retirement plan services industry primarily serving banking, insurance, trust, technology and other asset management clients. He has extensive technology, operational, business development and client services background and has led multiple IT transformation efforts. Mr. Scott has also led the largest Professional Services unit of a major international IT Services organization.

Janet Shaw

Janet Shaw
Program Director
New York's Encore Fellowships Network

Janet Shaw is Program Director, Encore Fellowships Network (EFN) with Encore.org. Her personal experience as an Encore fellow informs her work as EFN Program Director, where she is responsible for growing and strengthening the current New York Encore Fellowships program, building broader corporate and NGO partnerships and advancing effective collaboration across the network of Encore Fellows programs.

As an Encore Fellow, Janet served as a Marketing and Resource Mobilization Fellow for the global division of Planned Parenthood Federation of America.

Janet's successful prior career in the medical communications industry included executive and general-manager level positions. When she left the industry, she was determined to give something back. Encore.org and the Encore Fellowships program helped Janet navigate a new path, reinforcing her commitment to work with others to help them do the same.

Keith Sykes

Keith Sykes
Director of Digital Products,
Wells Fargo Institutional Retirement and Trust

Keith leads Wells Fargo's digital strategy and development efforts for both the participant and plan sponsor web experiences. He has served in many capacities including leading the business design and day-today management of the participant channels (web, call center, and voice response unit) for the WySTAR system.

Keith earned his B.S. in economics from East Carolina University and holds the Certified Retirement Services Professional (CRSP) designation.

Matt Vanaman

Matt Vanaman
Vice President, External Advisor Consultant,
PIMCO

Mr. Vanaman is a vice president in the Newport Beach office and a regional advisor consultant for the retirement sales team. Prior to rejoining PIMCO in 2016, he was the chief investment officer for Compass Financial Partners, overseeing the firm's defined contribution and defined benefit clients. Previously, he was a senior manager in the consulting research group of CAPTRUST Financial Advisors, and he began his career at PricewaterhouseCoopers. He has 15 years of investment experience and holds an undergraduate degree in accounting from the University of Delaware.

Adrien Vanderlinden

Adrien Vanderlinden
Executive Director,
DTCC

Adrien Vanderlinden leads the Systemic Risk Office of the Depository Trust & Clearing Corporation (DTCC), which is tasked with identifying, addressing and mitigating the systemic threats to DTCC, its clients and the financial industry at large. He heads DTCC's interconnectedness risk program and is involved in several other initiatives that are designed to strengthen the resilience of DTCC's Systemically Important Financial Market Utilities. He is also responsible for developing white papers and other educational materials on systemic risk issues.

Prior to joining DTCC, Mr. Vanderlinden was a vice president for Euroclear, the world's largest International Central Securities Depository, where he was responsible for new product development. In this capacity, he worked closely with global fixed income market participants on tri-party repo services and collateral management solutions.

A Belgian native, Mr. Vanderlinden holds a master's degree in Economics from the University of Leuven (KU Leuven).

Kevin Vericker

Kevin Vericker
Services Officer,
City of Miami, Encore Fellow

Kevin Vericker is an Encore Fellow working as a Services Officer for the City of Miami. In that capacity, Kevin has led efforts to develop and deploy Miami's first comprehensive education service plan. Reporting to the Chief Services Officer, Raul Hernandez and to the Mayor of Miami, Tomas Regalado, Kevin has applied his extensive professional experience in public sector software and planning to a community focused project identified by Encore.org.

Prior to his Encore Fellowship, Kevin worked for IBM, SAS, and several smaller technology companies as a specialist in analytic and cognitive solutions with a focus on software for the US federal, state and local governments, and spent over a decade working with the public sector in Mexico, Colombia, Chile, Argentina, and with projects sponsored by the World Bank, the Inter-American Development Bank and US AID to promote performance and financial analytic software throughout Latin America.

IBM sponsored Kevin's Encore Fellowship as part of IBM's Bridge to Retirement program to offer IBM employees the opportunity to use their skills in the nonprofit community sector as a pathway to a second career.

Andrew Way

Andrew Way
Senior Analyst, Retirement,
Corporate Insight

Andrew Way heads the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor -- Institutional research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations leading firms offer clients, prospects and financial professionals.

He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.

Lisa Weil

Lisa Weil
Managing Director, Head of Digital Customer Experience,
TIAA

Lisa Weil joined TIAA in 2016 as Managing Director, Head of Digital Customer Experience. She ensures that all retirement plan participants can transact seamlessly and use TIAA's online advice and wealth management solutions to improve their financial outcomes. Reporting to the Chief Digital Officer, she directly influences all of TIAA's digital channels -- including web, mobile, social and telephony -- to provide an industry-leading experience.

With more than 25 years of leadership in the financial services, outsourcing and technology industries, Ms. Weil is a distinguished business leader and innovator with an outstanding record of delivering solutions that customers value. She has an extensive record in product management and marketing, user experience design, product launches and transformation efforts.

Before joining TIAA, Ms. Weil was Vice President and General Manager at ProcessUnity, a privately-held risk management software company. Prior to that, she was a principal consultant for her own firm and managed affiliations with key partners, including Deloitte, North Highland and Bridgepoint. She led several consulting engagements for leading asset managers and retirement providers focused on organization and service transformations.

Previously, Ms. Weil served in several roles during a twelve-year tenure at Fidelity, culminating in the position of Senior Vice President, Planning & Advice Solutions. At Fidelity, she launched Fidelity Retirement Income Evaluator, an industry-leading income planning solution. She also started the first transformation client council, launched a new plan sponsor website and established the industry's first wireless 401k account access.

Ms. Weil started her career in the software industry, where for nearly ten years she held technical consulting and product roles. She has a bachelor's of science degree in computer science from Massachusetts College of Liberal Arts and has held FINRA series 6, 63 and 26 registrations.

Bransby Whitton

Bransby Whitton
Executive Vice President & Product Strategist,
PIMCO

Mr. Whitton is an executive vice president and product strategist in the Newport Beach office, focusing on PIMCO's inflation-related solutions, including target date offerings. He previously spent five years in Singapore as a director and head of PIMCO Asia Private Limited, overseeing all aspects of the client servicing and business development efforts in Southeast Asia. Mr. Whitton joined the firm as an account manager and a credit product specialist in Newport Beach before relocating to Singapore in 2006.

Prior to joining PIMCO in 2002, he was with Merrill Lynch and Deloitte Consulting. He has 16 years of investment experience and holds an MBA from the MIT Sloan School of Management and undergraduate degrees from California Polytechnic State University, San Luis Obispo.

Snezana Zlatar

Snezana Zlatar
SVP, Full Service Solutions Product & Pricing,
Prudential Retirement

Snezana Zlatar is senior vice president at Prudential Retirement, a business unit of Prudential Financial, Inc. (NYSE: PRU), and a leading provider of defined contribution, defined benefit, nonqualified deferred compensation plan administration, and institutional investment and risk management services. Snezana joined Prudential in 2015 and she leads Product Development, Product Management, Pricing, Underwriting and Proposal Management functions for the full service business.

Prior to joining Prudential, Snezana was managing director in the Global Wealth & Investment Management division at Bank of America Merrill Lynch. During her tenure there, she had a variety of executive responsibilities focused on global business management, business analysis, performance measurement and business intelligence, analytics and data strategy, CRM, distribution support, growth and risk management, and platform and business model innovation. Snezana was also senior vice president at Fidelity Investments. During her tenure there, she led product development and product management organization for Fidelity's institutional retirement business. She also had executive roles in consulting and strategic new business development.

Earlier in her career, Snezana was principal in a Massachusetts-based strategy consulting firm. She consulted for large clients in the financial services industry, focusing on retirement, asset management, brokerage and insurance sectors. Her areas of expertise included business strategy, distribution effectiveness, client experience, product management and business transformation. Snezana has a Bachelor of Science degree in Economics and a Master's degree in Business Administration. She currently serves on the Governing Board of the SPARK Institute.

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