Venue
Manchester Grand Hyatt
Manchester Grand Hyatt , 1 Market Pl, San Diego, CA 92101

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Feb 6 EST - Fri Feb 8 EST (almost 6 years ago)
Location Manchester Grand Hyatt
1 Market Pl, San Diego, CA 92101
Region Americas
Details

Learn. Expand your knowledge. Workshops, conference sessions and conversations will help uncover the latest industry trends, innovative technology and better business solutions. Inspire. Think differently. Discover the innovation that leads to new solutions. And gain new perspectives on your business and the opportunities you face. Network. Join the conversation. One-on-one sessions and group interactions connect you with your peers, industry experts, conference sponsors and technology integration partners. Collaborate. Roll up your sleeves. Work together to find business efficiency through better practice management, innovative technology solutions and new investment offerings.

Speakers

2019 Speakers:

Robert Herjavec
TV Personality, Businessman, Author

Ric Edelman
Edelman Financial Engines

Dan Allison
Founder, Feedback Marketing Group

Matthew Bartolini
Head of SPDR

Jenny Fleiss
CEO and Co-founder, Jetblack

David Dali
Portfolio Strategist, Matthews Asia

Brad Shepard
Head of Advisor Innovation, WisdomTree

Allison Hillgren
Director of Marketing and Communications, Beacon Pointe Advisors

Edward Kummer
Chief Marketing Officer, United Capital

Karen Lee
Chief Marketing and Strategy Officer, Mercer Advisors

Jud Mackrill
Chief Marketing Officer, Carson Group

Michael ;Byrnes
President, Byrnes Consulting, LLC

Jason Kurpjuweit
Senior Product Manager, iRebal, TD Ameritrade Institutional

Chris Stryker
Product Manager, iRebal, TD Ameritrade Institutional

Donald Capone
Portfolio Manager, J.K. Financial, Inc.

David Umstead
Managing Principal & Founder, Cape Ann Capital

Debbie Freeman
Principal & Director of Financial Planning, Peak Financial Advisors

Frank Pitten
Sales Director, TD Ameritrade Institutional

Jac M. Arbour
President, J.M. Arbour Wealth Management

Zachary S. Chavira
Retirement Plan Advisor, Donaldson Capital Management LLC

Mike Turvey
CFP, CMT Senior Strategist, Institutional Trading Eduucation, TD Ameritrade Institutional

Audra Bohannon
Senior Client Partner, Korn Ferry Hay Group

John Newman
Managing Director, TD Ameritrade Institutional

J. Marcel Louimeus
President of Institutional Retirement Services, Majors & Mondragon

Harry Pearson
CEO, Certified Kingdom Advisoor

Brandon Roop
VP of Institutional Services & Sr. Portfolio Manager, Donaldson Capital Management LLC

Greg Menefee
Director of Business Consulting, TDAI