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 |
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.
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