2018 SPARK Forum - The Breakers - Palm Beach, FL


Conference Speakers

Rodney Alvarez

Rodney Alvarez
VP Talent Management,
Celtra, Inc.

Rodney is an HR professional with over 15 years' experience. He has held senior HR roles at FAST (now Microsoft), British Petroleum and Attivio.

His areas of expertise include benefits, recruitment and recruitment marketing, employee recognition, compensation and performance management. Rodney is currently Vice President, Talent Management at Celtra Inc, located in Boston, MA.

Steven Barley

Steven Barley
COO and Deputy Director,
Indiana Public Retirement System

Steven has been in the financial services industry for about twenty-seven years. He is currently the Chief Operating Officer and Deputy Director at the Indiana Public Retirement System (INPRS). He has been with INPRS for the last thirteen years.

Prior to joining INPRS, Steven served in a number of different roles at CNA/Valley Forge Life and Prudential working with an assortment of variable and fixed financial products.

Robert Barnett

Robert Barnett
Administrative Vice President,
Wilmington Trust

Mr. Barnett, Administrative Vice President of Wilmington Trust, is Head of Intermediary Sales Distribution for the Wilmington Trust Retirement and Institutional Services Company. He leads the Intermediary Sales team and is responsible for building and managing enterprise level partnerships and strategic alliances that create opportunities to broaden the business and our service offering. 

He has over a decade of industry experience, with more than half of those spent with Wilmington Trust.

Mr. Barnett earned a Bachelor of Arts degree in Finance from Washington State University.

Fred Barstein

Fred Barstein
CEO,
TRAU

Fred Barstein is founder and CEO of The Retirement Advisor University (TRAU), The Plan Sponsor University (TPSU) and 401kTV; he is the contributing editor on retirement for Investment News. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University. He was a member of the NY Bar, held Series 6, 26, 28 and 63 licenses and has been named as a "Most Influential Person in the 401(k) Industry" by the 401kWire every year since the inception of the award in 2007.

Dan Basile

Dan Basile
Managing Director, Head of Defined Contribution Product Management,
BlackRock

Dan Basile, Managing Director, is head of Product Management for BlackRock's US & Canada Defined Contribution (USDC) Group. In his role, Mr. Basile oversees all product management & oversight functions for BlackRock's defined contribution products and is responsible for developing and driving the product agenda. In addition, his team is responsible for managing the implementation and onboarding of DC assets, and consulting with clients on best practice approaches to implementation and plan design. Mr. Basile's service with the firm dates back to 2010.

Prior to joining BlackRock, he served as a Defined Contribution Domain Manager at AonHewitt, where he was responsible for the successful implementation and delivery of services to defined contribution clients. In previous roles at AonHewitt, Mr. Basile was responsible for management of software development and implementation projects for large market benefits outsourcing clients. Mr. Basile began his defined contribution career in MetLife's Defined Contribution Group where he held various implementation and operations roles. Mr. Basile earned a BA in mathematics from the Gettysburg College in 1999.

Stephanie Bendrick

Stephanie Bendrick
VP, Customer Experience,
Empower Retirement

Stephanie Bendrick is the vice president of Customer Experience for Empower Retirement.

Stephanie is responsible for aligning the Empower experience across all touchpoints.

Stephanie joined the organization in 1997 and her career at EMPOWER / Great West Financial includes experience in compliance, plan design, implementation, underwriting, Salesforce.com, relationship management and project management. In addition, Stephanie has been involved in the integration of several business acquisitions. Her business philosophy is to work hard while having fun and giving recognition to team members and others who contribute to the company's success.

Bendrick earned a Bachelor of Science degree in business from Wright State University in Fairborn, Ohio.

Center Board Member, Young Americans Center for Financial Education.

Veronica Bray

Veronica Bray
Retirement Plan Consultant,
RPAS

Veronica Bray is a 15-year veteran and thought leader of the retirement plan industry, specializing in consulting for qualified and non-qualified retirement plans. Veronica has worked with over 1,000 retirement plan sponsors to improve their retirement plan benefits. Veronica is also a sought out speaker and thought leader asked to attend and speak at national industry related conferences and provide content for industry related national publications. Following 9 years of providing retirement plan services to institutions for the largest Third Party Administrator (TPA) and Record Keeper, Veronica worked for 2 nationally recognized "Top 100 Retirement Plan Advisory firms in North Carolina" by Plan Adviser Magazine. During her tenure, Veronica consulted with institutions as their Plan Consultant, and functioned as the primary relationship manager for dozens of clients.

Now, as the founder and managing partner of Retirement Plan Advisor Search, an independent retirement plan Request for Proposal service for organizations in the US, Veronica assists plan sponsors with evaluating their retirement plan service providers fees, reviews plan documents to educate plan sponsors on the operations of their plan, and consults with and coaches retirement plan advisors. Veronica also works as an expert consultant on retirement plan related litigation cases. Veronica received her Bachelor of Science degree in Business Administration with a concentration in Marketing from the University of North Carolina at Greensboro.

Veronica has held her Series 6 and 63 securities licenses and North Carolina life insurance license. Veronica holds her Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Asset-Managers and Record Keepers and her Certified Financial Consultant (CFC) designation from the Institute of Financial Consultants. Veronica is very active in her community, currently serving on the Board of the Human Resource Management Association of Greensboro as their 1st Vice Presidnet, Vice Chair for the the Board of Directors of Community Housing Solutions, member of the Society of Human Resource Managers, and member of the Greensboro Airport Rotary Club. In her spare time, Veronica enjoys spending time with her 2 daughters and husband, teaching Religious Education at Our Lady of Grace and volunteering as her daughter's Girl Scout Troop Treasurer.

Bart Cant

Bart Cant
Partner - Blockchain Services,
IBM

Bart is a Partner for IBM's Global Business Services Blockchain team.

For the last 4 years, Bart has been conducting senior level advisory services and practical implementation of Blockchain solutions in the Financial services domain, including formulating business case & roadmap, designing business and technical architecture and building POC's and production Blockchains.

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 deliver 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).

Emily Chien

Emily Chien
Advanced Analytics and Cognitive AI Leader,
IBM

Emily's passion is helping the world's foremost financial firms re-imagine and simplify their businesses through cognitive AI, analytics, machine learning, digital and blockchain. She brings a 25+ year track record of delivering award-winning impact at Prudential, Fidelity, JP Morgan Chase and American Express, where she held leadership roles in P&L management, strategy, innovation, marketing and analytics. Hallmarks of her work are an unwavering client focus and the ability to quickly translate best practices, insights, emerging market and technology trends to unlock enduring value for customers and enterprises alike.

Emily is recognized as a thought leader and innovator. Her expertise spans insurance, retirement, investments, consumer finance and wealth management. She is a long-time champion of artificial intelligence and holds a patent for the 1st U.S. digital currency now used by Amazon.com. Her research in pension risk transfer, ALM and fiduciary wealth management is published with the Harvard Business School (HBS) and is used in the renowned CFA Institute-HBS Investment Management Executive Education program and the HBS MBA curriculum. Emily earned her B.S. and M.S. in Accountancy and Artificial Intelligence at the University of Illinois at Urbana-Champaign. She is CPA educated and holds FINRA Series 7 and Series 24 licenses. She enjoys mentoring insurtechs via various private equity accelerators and has taught Financial Literacy as a volunteer with High Water Women for New York City high schoolers.

Dominick Cipolla

Dominick Cipolla
Vice President & Head of Operations,
T. Rowe Price Retirement Plan Services

Dominick Cipolla is a Vice President and Head of Operations, T. Rowe Price Retirement Plan Services. He has held senior leadership roles at General Electric Company, Merrill Lynch and Booz-Allen & Hamilton. He began his career serving as a nuclear submarine officer in the U.S. Navy. Dominick earned an M.B.A. from Harvard University and a B.S. in Economics from the United States Naval Academy. He is a Series 7, 66, 9, 10, and 23 registered representative.

 

 

Nick Doyle

Nick Doyle
Senior Director, Product Management,
SS&C/DST

Nick Doyle is Senior Director of Product Management for SS&C/DST. In that role, he leads the new business exploration team whose responsibility it is to identify source and launch new business initiatives.

In this capacity, he is responsible for leading new business exploration through the identification of market trends and the development of initiatives to capitalize on those trends. He leads a team of critical thinkers who set and execute product development strategies.

An accomplished executive with over 20 years of experience in the financial services industry with DST, Nick's past roles have included software development, client management, client consultation and new business solutions.

Nick holds a B.A. in Management Information Systems from the University of Northern Iowa.

Anne Dubon

Anne Dubon
Associate,
FS-ISAC

Anne started her career on Wall Street as an Institutional Equity Sales Assistant at Prudential-Bache Securities and eventually moved over to a more engaging role in Equity Syndicate. In her duties, Anne was responsible for building relationships with the broker dealer community and Institutional Sales, Trading and Research and tracking all orders for IPO and Follow On transactions.

Anne then moved to Nomura Securities International where she further developed her broker dealer relationships plus gained valuable knowledge within the International Equity Private Placement markets. After eight years on the equity side of the markets, Anne decided to make the move over to Fixed Income where she worked on building order books for new issue bonds. Her experiences lead her to an opportunity to trade all taxable fixed income securities while still representing the retail and private bank new issue bonds as a liaison to the Debt Syndicate Desk. Anne took notice of the landscape of regulation and trading was evolving and made the transition to becoming a team manager at Tradeweb Direct, an electronic trading platform. The relationships Anne built over the years proved to be invaluable as many clients were previous trading contemporaries. Anne worked with compliance and regulators to ensure the platform was obligatory to rules and regulations. An opportunity came for Anne to evolve into a Relationship Manager at Tradeweb so she jumped in to cover clients and gain a better understanding of how their businesses were growing. Anne turned her focus on capital markets when she moved to Dealogic as a Relationship Team Manager for the fixed income team. Additional duties included configuring KPIs for the team, attending offsite disaster recovery exercises to ensure the firm was compliant in the event of disruptions of business as well as training all new team members.

Anne joined the FS-ISAC in March 2018 to work with the Director of the SIRG (Securities Industry Risk Group) to grow out the Alternative Investment Council, Asset Managers Council, Broker Dealer Council and the Retirement Investment Council, formed earlier this year. Anne works closely with the Director and Business Development to cultivate existing members while working to bring on new members.

 

Kevin Eknaian

Kevin Eknaian
VP, Northeast Divisional Manager,
American Century Investments

Kevin Eknaian is a vice president and divisional manager for American Century Investments. 

Kevin oversees the Northeast Division sales teams, focused on deepening relationships with financial advisors, retirement advisors, insurance companies, banks and defined contribution. 

Kevin has more than fifteen years of financial services experience. Prior to joining American Century Investments, Kevin was a senior financial advisor for Merrill Lynch's private client group. In that role he was responsible for prospecting and managing plan sponsor retirement accounts. 

Kevin earned a bachelor's degree in finance from Western New England College, holds Series 7, 63 and 66 licenses and has earned the CIMA, C(k)P and CRPC designations. He is based in Moorestown, NJ.

 

 

Doug Fisher

Doug Fisher
Director of Retirement Policy,
American Retirement Association

Doug is Director of Retirement Policy at the American Retirement Association (ARA). In this role, Doug works with the ARA membership to protect, advise and grow their businesses through ideation and advocacy in the benefits area.

Before joining ARA, Doug led Fidelity's legislative policy and thought leadership development teams involving retirement, health and welfare benefit plans. In this role, Doug developed the company's point of view on legislative and regulatory matters impacting Fidelity's business.

Doug served as tax counsel to the U.S. Senate Finance Committee and was involved in writing the pension, health and insurance provisions of the Small Business Job Protection Act of 1996; the Balanced Budget Act of 1997, including the Roth IRA, Simple retirement plan, medical savings account (predecessor to the health savings account); and the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

Greg Fowler

Greg Fowler
Vice President, Partner Services,
HealthEquity

Greg Fowler works for HealthEquity, the largest non-bank HSA custodian, as their Vice President of Partner Services. Prior to joining HealthEquity, he spent over 17 years in the retirement industry working for National Benefit Services, LLC (NBS), most recently as their Senior Vice President, Retirement and a member of the Senior Leadership Team. Greg is passionate about retirement and Health Savings Accounts and the convergence of them both. He received a BS degree in Accounting from the University of Phoenix and MBA from Brigham Young University.

He is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service, a Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) through the American Society of Pension Professionals and Actuaries (ASPPA), an Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) though the National Institute of Pension Administrators (NIPA) as well as an Accredited Investment Fiduciary (AIF) designee through fi360.

Greg is former President of the Salt Lake Chapter of the Western Pension Benefits Council and past member of the Western Pension Benefits Council Governing Board. He previously served on the ASPPA Annual Conference Planning Committee (co-chair for 2016 and 2017) and has presented at the conference on Health Savings Accounts, VCP submissions, the PPA Document Restatement and other business development sessions. Greg is also a member of the IRS Pacific Coast TE/GE Council. Greg is married and has 4 kids ranging in age from 5-15.

Diane Gallagher

Diane Gallagher
Vice President,
American Century Investments

Diane Gallagher is vice president, Client Marketing for American Century Investments. She is responsible for developing content and value-add programs for clients and is also a spokesperson on retirement investing. Diane originally joined American Century Investments in 1995 and developed communication programs for clients of J.P. Morgan/American Century Retirement Plan Services.

Prior to returning to American Century in 2012, Diane was vice president, Retirement Insights for J.P. Morgan Asset Management. Previously, she led product marketing for J.P. Morgan Retirement Plan Services and directed the participant communications and education department. Prior to 1995, Diane served as media relations manager for the Mutual Fund Education Alliance (MFEA). She also worked in Corporate Communications and Marketing for Sinai Health Care System in Detroit, Michigan. Diane earned a bachelor's degree in communications, magna cum laude, from the University of Detroit.

She is accredited by the International Association of Business Communicators (IABC) and has earned many awards for her communication programs. She is a Board member of the Hands & Hearts Auxiliary for Children for Children's Mercy Hospital and is a member of the Greater Kansas City Chamber of Commerce's Centurions Leadership Program, class of 2019. She is Past-President of the Board of Directors of Ronald McDonald House Charities of Kansas City and currently serves on its Advisory Board. In 2007, Diane was named one of Kansas City's "40 Under 40" leaders by Ingram's magazine. A frequent conference speaker, she holds Series 7, 63 and 24 licenses.

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.

Mary Beth Glotzbach

Mary Beth Glotzbach
Vice President - Institutional DCIO,
Franklin Templeton Investments

Mary Beth Glotzbach oversees Franklin Templeton's defined contribution investment only (DCIO) business segment within the U.S. institutional market. Ms. Glotzbach works with existing and prospective plan sponsor clients to help their participants achieve a secure retirement through education and by aiding in the development of DC-focused solutions.

Prior to joining Franklin Templeton, Ms. Glotzbach led the Reporting Solutions product team and developed a retirement strategy for institutional software products at Morningstar, Inc. Earlier in her career with Morningstar, Ms. Glotzbach was part of the retirement advice product team. Prior to 2000, she served as head of implementation and reconciliation for the Defined Contribution Solutions Group at the Chicago Trust Company, where she began her career in the financial services industry in 1995.

Ms. Glotzbach is secretary of the Executive Committee and also serves on the Operating Committee for the Defined Contribution Institutional Investment Association (DCIIA), a nonprofit association dedicated to enhancing the retirement security of American workers. She is a speaker at industry conferences on topics of retirement communication and custom investments. Ms. Glotzbach holds a bachelor of arts from DePauw University.

Jamie Greenleaf

Jamie Greenleaf
Partner/Principal,
Cafaro Greenleaf

A recognized expert in the retirement plan industry, Jamie has been with Cafaro Greenleaf since 1993 and a principal since 1997. She was named one of the Most Influential Advisors in Defined Contribution by The 401kWire, named one of planadviser's Top 100 Retirement Plan Advisors in the country, and was included on the FT 401, Financial Times magazine's listing of the Top 401k plan advisors nationally. Most recently, Jamie was named on the National Association of Plan Advisors (NAPA) list of Top Woman Advisors, one of just 50 advisors nationally to be included in the premier "All Stars" category, and she was included as one of the Top 25 Most Influential Women in Benefit Advising by Executive Benefits Advisor.

Jamie is regularly invited to speak at industry conferences. She is a sought-after presenter for many other advisor and plan sponsor continuing education sources such as Pensions and Investments, HR.com, and University Conference Services. Jamie serves on the Advisory Boards of Prudential and Allianz, as well as the Leadership Council for the National Association of Plan Advisors (NAPA), where she regularly provides her retirement plan expertise and experience to our nation's regulators and policymakers in Washington DC.

Jamie has spent her entire professional career helping retirement programs and public funds. She has provided consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.

She has earned the Accredited Investment Fiduciary (AIF) professional designation awarded by the Center for Fiduciary Studies, the Certified Behavioral Finance Analyst (CBFA) designation from the Center for Behavioral Finance, and the Certified 401k Professional (C(k)P) designation from The Retirement Advisor University (TRAU). She is an adjunct professor in the Plan Sponsor University certification program for UCLA's Anderson School of Business-Executive Education. She holds a BA in Business Administration from Delaware Valley College, and is a Registered Financial Advisor and is Life insurance licensed. Jamie is also is a Registered Investment Advisor representative and holds a Series 65 license.

Jamie is known for her extensive and unparalleled knowledge, expertise and passion for the industry. She has a keen ability to guide, support and educate plan trustees, plan sponsors and plan participants alike. Leading from our headquarters office in Red Bank, New Jersey, Jamie advises throughout the New York Metropolitan area, and throughout the country.

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.

Melissa Hill

Melissa Hill
Partner,
Morgan Lewis & Bockius LLP

Melissa D. Hill is a partner in the New York office of Morgan Lewis & Bockius LLP, in the Labor and Employment practice group, focusing on ERISA Litigation. She concentrates her practice on complex employee benefits litigation and employment litigation, including defending employers, plan sponsors, service providers, and fiduciaries in ERISA class action litigation and other employee benefits matters.

Employers and employee benefits plan sponsors seek her counsel when faced with disputes with employees, plan participants, and beneficiaries in state or federal courts, or when subject to investigation by the United States Department of Labor related to benefit plans and fiduciary practices.

Cindy Hounsell

Cindy Hounsell
President,
Women's Institute For A Secure Retirement

Cindy Hounsell is the President of the Washington D.C. based Women's Institute for a Secure Retirement (WISER), a nonprofit organization founded in 1996 to improve opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.

An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, U.S. News and World Report, CNN, CNBC and NPR's 1A, All Things Considered, Morning Edition and Marketplace.

Ms. Hounsell also serves as Director of the National Resource Center on Women and Retirement Planning; the Center WISER operates in partnership with the U.S. Administration on Aging. Through the Center, Ms. Hounsell provides technical assistance to national organizations and trains leaders and grassroots advocates across the country.

Ms. Hounsell has testified before Congress and has served as a delegate for a number of White House summits and conferences. She has authored many chapters, columns, articles, op-eds, papers and booklets on women and retirement. In 2018, Ms. Hounsell was awarded a lifetime achievement award by the Plan Sponsor Council of America. Ms. Hounsell was also named a 2015 Influencer in Aging by Next Avenue. The Influencers in Aging list highlights 50 thought leaders, researchers, experts, executives and everyday people who are redefining what it means to grow older in America. Ms. Hounsell was named by Women's eNews as one of 21 Leaders for the 21st Century, and Money magazine named her one of its 40 Money Heroes for helping women secure their financial futures.

Kevin Kilcarr

Kevin Kilcarr
Senior Managing Director, Retirement Services,
Enterprise Iron Industry Solutions, Inc

Mr. Kilcarr is a Senior Managing Director at Enterprise Iron over Health Care and Retirement Services with 35+ years in the health care and financial industry with various customers including end-to-end development and implementation of new products and services at fortune 100 firms. This experience crosses insurance (life and annuity), defined contribution, defined benefit, and health and welfare lines of business.

Prior to the TESS contract supporting the TSP plan, Mr. Kilcarr worked at TIAA-CREF where he managed the OmniPlus application along with others during a major conversion and development, effort of 3.5 million participants with over 7 million accounts, ending his stay at that organization working within product architecture.

Phyllis Klein

Phyllis Klein
Senior Director,
CAPTRUST Financial Advisors

As a Senior Director in the Consulting Solutions Group of CAPTRUST Financial Advisors, Phyllis has overall responsibility for maintaining CAPTRUST's fiduciary standards, ERISA technical and regulatory issues and Participant Advice Services in supporting CAPTRUST's advisors and clients.

Phyllis has a Bachelor of Science from the University of Wisconsin-Lacrosse and has over 30 years of retirement plan industry experience, including plan design consulting, investment advisory support and fiduciary expertise.

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
CIO,
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.

Gary Lineberry

Gary Lineberry
Managing Director, Retirement Education Solutions,
LIMRA LOMA Secure Retirement Institute

Lineberry is responsible for helping to develop the Fellow, Secure Retirement Institute (FSRI) retirement designation program and for working with member firms associated with the LIMRA LOMA Secure Retirement Institute in the consideration and implementation of FSRI.

Prior to joining LOMA in 2013, Lineberry served as Vice President and Head of Consultant Relations at DST Retirement Solutions. Previously he was the Senior Vice President responsible for Institutional Retirement for AXA Financial and, prior to AXA, Senior Vice president and Head of the DC business at MetLife.

Lineberry has served on the Boards of AIMSE, NDCC, and Benefit Services Corporation among others. Lineberry is a graduate of Allegheny College with a BA in Economics.

Rich Linton

Rich Linton
Executive Vice President,
Empower Retirement

Rich Linton oversees all aspects of recordkeeping and plan administration operations for Empower Retirement, including the participant and plan call centers, compliance, conversion and implementation services, client services, and financial controls.

Rich joined the organization in 2016. Managing all aspects of the defined contribution business, he has more than 25 years of retirement industry experience.

Rich spent two decades at Fidelity Investments, where he gained deep experience running a major part of the operations organization. He served a variety of leadership roles in operations, sales, product, marketing and client services before becoming Executive Vice President in the advisor retirement business. From there, he went to Bank of America, where he served as Managing Director of the business retirement solutions group.

Before joining Empower, Rich served as President of large corporate markets and retail wealth management for Voya Financial. There, he oversaw sales and marketing, relationship management, product development, platform management, field representative service, brokerage operations and strategic planning.

Rich serves on the board of directors of both the American Benefits Council and the Expect Miracles Foundation. He is a graduate of Boston University, where he earned degrees in economics and mathematics.

Peter Lohri

Peter Lohri
Partner,
Enterprise Iron Financial Industry Solutions, Inc.

Peter Lohri has more than 20 years of experience in the Financial Services and Management Consulting Industries primarily leading retirement plan recordkeeping, Insurance and annuities, and strategic sourcing organizations. He has an extensive operational, process re-engineering, product management and compliance background and has led multiple teams in line implementation, transformation and business readiness and adoption rules.

In 2016, Peter joined the Enterprise Iron leadership team as a Delivery Partner. Prior to his arrival, he spent 14 years with TIAA in a wide range of assignments including: leading the recordkeeping and trade settlement for all Defined Contribution Pension plan assets for Qualified and non-qualified plans across Annuity, Mutual Fund and Real Estate separate account product families, leading the PMO for the lean management transformation of Individual and Institutional Operations and building out new business capabilities for client on-boarding and benefits office outsourcing.
Peter is results-driven and versatile servant leader having led teams of > 200 employees across multiple domestic and international locations, consulting teams responsible for the policy development and execution of strategic sourcing, BPO, off-and-near shore initiatives and as an individual contributor serving C-Suite executives during cost management, operational efficiency and digital transformation programs.

Peter earned his Bachelor of Business Administration degree in Finance and Operations Management from The University of Massachusetts in Amherst, MA and an honorable discharge from the United States Marine Corps. He is a Project Management Professional and a former FINRA-licensed Securities Professional. Peter lives in Charlotte, NC with his wife Cambria and 3 children, Emma, Bella and Jack.

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.

John McGlynn

John McGlynn
Managing Director, Consultant Relations & Business Development,
Charles Schwab

John McGlynn is the Managing Director of Consultant Relations and Business Development. He has more than 30 years of experience in the financial services industry. Mr. McGlynn joins Charles Schwab after serving as a vice president and business development officer with one of the nation's five largest banks, where he had responsibility for the development of relationships throughout the Pacific Northwest within the Institutional Trust & Custody division.

Prior to joining the bank, Mr. McGlynn worked for a boutique investment advisory firm where he headed up the institutional practice, having responsibility for designing practical investment objectives, selecting appropriate managers, and presenting performance analysis and reporting. His clients included 401(k) plans, defined benefit plans as well as trustee directed plans for foundations, endowments and not-for-profit organizations. In addition, Mr. McGlynn provided consulting in the areas of vendor analysis and selection, fee analysis and vendor compensation negotiations. Prior to joining the investment advisory firm, Mr. McGlynn was the vice president of business development in the Institutional Trust Services Division of a San Francisco-based bank where he focused on promoting its bundled 401(k) business. In addition to his work in the retirement and trust sector, his banking experience includes managing the Treasury Management division of a large Midwestern bank and the Private Banking division of a regional bank. Outside of the banking field, he served as the vice president of sales and marketing for a large staffing company, and as the director of its financial staffing subsidiary, focusing on both temporary placement and executive recruiting. Mr. McGlynn was also the managing director of a consultancy specializing in career management services for professionals.

Mr. McGlynn is a frequent speaker at both industry and general conferences and meetings. He has spoken at the Western Benefits Conference, Western Pension & Benefits Council, the Midwest Pension Conference, the University of Wisconsin and a number of other industry events. He was Chair of the Programs Committee for Western Pension & Benefits Council, Seattle, was on the Board of Directors of Treehouse where he served as Secretary of the Board, and was part of the Business School Mentors Program at Seattle University.

Kerr McGowan

Kerr McGowan
SVP, Retirement Solutions,
Stadion Money Management

Kerr McGowan leads the implementation and development of Stadion's retirement products.  Kerr works with Stadion's recordkeeping partners to make sure Stadion is offering solutions that focus on personalization and improving participant outcomes. Kerr's experience with Stadion also includes time in Sales, Operations and Portfolio Management.

He received his Finance degree and his MBA from the University of Georgia. Kerr enjoys traveling to different sporting venues and spending time with his wife and three boys.

Adam McMahon

Adam McMahon
Associate,
Davis & Harman LLP

Adam R. McMahon is an associate with Davis & Harman LLP. Adam advises clients on a wide range of employee benefit plan issues, particularly focusing on the design and administration of retirement plans, welfare benefit plans, and IRAs.

Adam also keeps clients up-to-date on the latest legislative and regulatory developments affecting employee benefit plans.

Kelly Michel

Kelly Michel
Chief Marketing Officer,
Envestnet Retirement Solutions

Kelly Michel has over 25 years experience in the Retirement Services industry serving in many capacities. She is currently Chief Marketing Officer for Envestnet Retirement Solutions (ERS) based in Chicago Il. In her current role, she is responsible for the market strategy for ERS' innovative technology solutions.

Prior to ERS, she was EVP, Sales and Marketing for Newport Group, Senior Vice President, head of Retirement Consulting Services for AIG Advisor Group and filled many roles at Transamerica, an AEGON company, including Senior Vice President of Institutional Business Development. While at Transamerica she was the architect and head of the Multiple Employer Plan and Administration Outsourcing solutions. Prior to Transamerica she spent eight years at Empower, where she began her retirement services career.

She received her MBA with an emphasis in Marketing and International Business through the D'Amore-McKim School of Business at Northeastern University in Boston, MA. She received her BS in Business Management from Pepperdine University in Malibu, CA. She is a registered representative and principal with the FINRA. She earned the AIF designation from the Center for Fiduciary Studies. She lives in Orange County California with her husband and son.

Mark Minukas

Mark Minukas
Partner,
Co-Creation Partners Inc.

Mark is a continuous improvement expert with over 16 years' experience in leadership and consulting, helping organizations achieve higher performance through waste elimination and better team effectiveness.

He spent 8 years in the Operations Practice at McKinsey & Co. and was also a faculty member with McKinsey's Global Lean Management Academy.

David Morrell

David Morrell
Director of University Benefits,
State University of New York

David Morrell is currently employed by the State University of New York as the University-Wide Benefits Administrator and by Empire State College as an adjunct instructor for International Programs and the Center for Distance Learning. He is the Chairman of the State University Benefits Advisory Committee and Retirement Operations Committee, and serves on the New York State Personnel and Training Councils. He has previously worked as a Human Resource Administrator for Empire State College and for the Research Foundation of SUNY.

Mr. Morrell holds a Bachelor's in Human Development and a Master of Arts in Labor and Policy Studies from Empire State College, where he also serves as President of the Alumni Student Federation Board of Governors.

He is also a professional photographer, consultant, not-for-profit administrator, and international entrepreneur.

Kevin Murphy

Kevin Murphy
Senior Vice President, Head of DC Strategic Accounts,
Franklin Templeton Investments

Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton's US Investment Only division. He is responsible for directing and expanding sales of mutual funds and sub-advised portfolio products in employer-sponsored retirement plans. In addition to leading the team of Strategic Account Managers, his primary focus is on mid-market advisory firms with a national footprint, and serves as the primary liaison with these firms at their home offices. Mr. Murphy also leads the firm's Health Savings Account (HSA) initiative.

Mr. Murphy's primary objective is to help more Americans achieve optimal retirement outcomes. He approaches this by offering thought leadership in retirement plan services and investments and working diligently as a key business partner to retirement plan advisory firms, consultants and retirement plan sponsors. His expertise spans qualified plans, investments, current industry trends and Franklin Templeton products and services.

Mr. Murphy began his career in the financial services industry in 1999 and joined Franklin Templeton Investments in 2011. Prior to that, he was a regional vice president on Columbia Management's Defined Contribution Investment Only team. He also served as vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services.

Mr. Murphy holds a B.Sc. in Agriculture from the University of Delaware. He was selected by National Association of Plan Advisors (NAPA) for its list of the Top 100 Defined Contribution Wholesalers in the industry in 2014, 2015, 2016 and 2017. Among his sales accolades, Mr. Murphy was named Franklin Templeton's Investment-Only Specialist of the year in 2012 and 2014. Kevin, his wife Shannon and their four children reside in Kinnelon, NJ. He is a FINRA registered representative.

Nick Nefouse

Nick Nefouse
Managing Director,
BlackRock

Nick Nefouse, CFA, Managing Director, is a member of the US & Canada Defined Contribution Group. He is the Co-Head of the LifePath franchise and heads the DC Investment Strategy team. Mr. Nefouse has spent the majority of his career in product strategy roles where he was responsible for developing strategic product plans and the positioning of products both internally and externally.

These roles included the Lead Product Strategist for the Global Emerging Markets team, the Senior Investment Strategist in the Alpha Strategies group, the Lead Product Strategist on the London-based Global Equity team and a Product Specialist for the BlackRock Global Allocation team. Mr. Nefouse's service with the firm dates back to 2003, including his years with Merrill Lynch Investment Managers, which merged with BlackRock in 2006.

At MLIM, he worked as a product specialist and began his career on the US Retail sales desk in Princeton, NJ. Mr. Nefouse earned a BA degree in economics from Michigan State University in 2003 and is a board member on the Financial Markets Institute at Michigan State University. He is a CFA charter holder.

Mark Nielson

Mark Nielson
Attorney
Groom Law Group, Chartered

Mark's background includes a broad array of multijurisdictional and complex commercial disputes, including class action litigation.

He has practiced before state and federal courts, as well as in arbitration actions, and he has been involved in all aspects of litigation -- from pretrial discovery and motion practice to trial advocacy and appellate practice. He regularly represents plans, their sponsors, and insurance companies before federal and state regulatory agencies.

As a litigator, he has successfully defended plan trustees and plan sponsors in federal court against breach of fiduciary duty and prohibited transaction claims brought by the Department of Labor and plan participants and beneficiaries. These claims involved complex commercial real estate developments, stock option and stock repurchase programs, and multiple employer welfare arrangements. He has also successfully defended plans and their fiduciaries in benefit claim disputes in both trial and appellate courts, and he has successfully defended employers against claims arising under the Americans with Disability Act.

In addition, Mark regularly counsels plans, plan trustees, and plan sponsors as to their fiduciary obligations under ERISA. These include duties attendant to plan investments and transactions, as well as the requirements of federal and state health care laws, including Medicare Part D, HIPAA, COBRA, and the Age Discrimination in Employment Act.

 

 

Meera Oliva

Meera Oliva
Chief Marketing Officer,
Gradifi

In her role as Chief Marketing Officer of Gradifi, Meera brings 20 years of B2C and B2B marketing experience, and oversees all aspects of the company's marketing and brand strategy.

Most recently, Meera spent over 5 years at Valore (formerly SimpleTuition) as VP of Marketing, where she led a team responsible for a number of education brands including SimpleTuition, ValoreBooks and Boundless. Prior to Valore, Meera worked in consumer marketing roles at major consumer brands including Sports Illustrated and Martha Stewart Living Omnimedia.

Meera has a B.A. in Psychology from Brown University and an MBA from the Ross School of Business at the University of Michigan.

 

 

Tim Rouse

Tim Rouse
Executive Director,
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.

Jessica Sclafani

Jessica Sclafani
Director, Retirement Practice,
Cerulli Associates

Jessica leads Cerulli's U.S. Retirement practice and oversees three annual research reports, consulting engagements, and the quarterly issues of The Cerulli Edge -- U.S. Retirement edition.

The Retirement practice focuses on trends related to the DC plan market and retail IRA channel, including: Migration of assets from the DC market to the retail IRA channel with an emphasis on retirement income, Detailed sizing of the DC market by plan type -- 401(k), 403(b), 457, and 401(a), Impact of increasing oversight and regulation on the retirement industry and DC plan participant and IRA owner behavior and investing preferences.

Prior to joining Cerulli Associates, Jessica was an Analyst at Wellington Management Company, LLP where she communicated with plan sponsors on a range of investment-related issues, including strategic asset allocation, performance analysis, and client channel trends. Jessica graduated cum laude from the College of Arts and Sciences at Boston College and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Scott Smith

Scott Smith
Director, Advice Relationships,
Cerulli Associates

With more than 20 years of financial services industry experience, Scott leads Cerulli's research efforts focused on investor behavior and advisory relationships. In his time at Cerulli he has authored more than two-dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli's clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott, who received his B.A. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University started his career wearing a headset at Putnam Investments, before moving to product roles at MFS and then to Cerulli.

 

 

Peter Starr

Peter Starr
President and CEO,
Chatham Partners

Peter Starr is President and CEO of Chatham Partners. Peter's primary focus in leading Chatham is to offer clients cutting-edge research initiatives executed by team members with deep industry knowledge. It is this unique marriage of research prowess and contextual knowledge that has created a truly unique offering for Chatham's clients.

Prior to joining Chatham Partners, Peter was the principal and founder of PH Starr Assoc., a consulting and market research firm whose focus was assisting financial service firms with strategy development and brand building. Major clients of PH Starr Assoc. included Fidelity Investments, Old Mutual Insurance Company, John Hancock Financial Services, TD Waterhouse, FleetBoston Financial, and Bank of America.

Prior to founding PH Starr Assoc., Peter was a Managing Director and Director of Consulting at Cerulli Associates, Inc. Peter earned a B.S. at Northeastern University.

 

Christina Stauffer

Christina Stauffer
Head of DCIO Business Development,
Thornburg Investment Management

Christina Stauffer is head of DCIO business development for Thornburg Investment Management. She leads the firm's investment-only efforts with leading retirement and advisor platforms. She has over 25 years of financial services experience with a proven track record in building DCIO and institutional asset management businesses.

Prior to joining Thornburg, Christina was a founding member and senior vice president of PIMCO's D.C. practice where she developed a comprehensive closed and open architecture distribution network. She was also responsible for DCIO strategic development efforts in the launch of the PIMCO broker-dealer and for managing DCIO intermediary relationships. Her previous positions also include vice president and partner-institutional markets for Transamerica Investment Management, and vice president-capital markets for Standard Chartered Bank.

Christina is a Chartered Financial Analyst and has held leadership positions with SPARK, NAGDCA, and DCIIA. She is currently registered with FINRA with a Series 24, 7, 63, and 3.

Ryan Tiernan

Ryan Tiernan
Senior National Accounts Manager,
American Funds

Ryan Tiernan is a senior national accounts manager at American Funds, part of Capital Group. He has 17 years of industry experience and has been with Capital Group for one year.

Prior to joining Capital, he founded Access Point HSA. He holds a bachelor's degree in biology from the University of Massachusetts at Amherst. He also holds the Accredited Investment Fiduciary, Certified Investment Management Analyst, Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist designations. Ryan is based in Providence, R.I.

Don Trone

Don Trone
Founder & CEO,
3ethos

Don Trone is the CEO and one of the Co-founders of 3ethos, which conducts original research in the new field of Behavioral Governance (BG). BG is the follow-on to Behavioral Finance, except now the focus is on how the behavior of a fiduciary impacts the quality of retirement outcomes. Don was the founding CEO of fi360; founder and President of the Foundation for Fiduciary Studies; and the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy.

Over the past three decades, Don has trained more than 10,000 investment fiduciaries on the subject of procedural prudence. In 2015 he was named by Investment Advisor magazine as the "Father of Fiduciary" and one of the 35 most influential people in the financial services industry.

In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council, and in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans.

He is the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership.

Don is a graduate of the U.S. Coast Guard Academy, and served for ten years on active duty, most notably as a long-range search and rescue helicopter pilot. He has a Master's from The American College and has completed post-graduate studies in theology from the Pittsburgh Theological Seminary and Trinity Episcopal Seminary.

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 17 years of investment experience and holds an undergraduate degree in accounting from the University of Delaware.

Snezana Zlatar

Snezana Zlatar
SVP, Full Service Solutions Product & Business Mgmt,
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. Her responsibilities include Defined Contribution, Defined Benefits and Non-qualified business as well as Digital Strategy, Financial Wellness, and Individual Retirement Solutions.

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 as the Vice-chair on the Governing Board of the SPARK Institute.

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