Venue
Charles Schwab
Charles Schwab, 211 Main St, San Francisco, CA 94105, USA

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 Thu Feb 21 PST (almost 3 years ago)
In your timezone (EST): Thu Feb 21 11:00am - Thu Feb 21 8:00pm
Location Charles Schwab
211 Main St, San Francisco, CA 94105, USA
Region Americas
Details

Join the leading names in social media and experts in wealth management for an industry discussion on the best practices, compliance considerations and developments in the use of technology and digital marketing.

The program will explore how we serve our clients and will feature a wide range of topics including:
• New trends in social, mobile and digital advice
• Data analytics and artificial intelligence
• Cybersecurity and risks in social media
• Regulatory requirements and compliance
• Content strategies
• And more!

Speakers

2019 Speakers

Lisa Kidd Hunt
Executive Vice President, Business Initiatives, Charles Schwab & Co., Inc.

Owen Donley III
Chief Counsel, Office of Investor Education and Advocacy, SEC

Donna Prlich
Executive Principal, Hearsay Systems

Steven M. Samuels
Managing Director, Head of FA Programs, Merrill Lynch Wealth Management

Lisa Willett
Industry Manger, Financial Services, Facebook, Inc.

Kevin Darlington
Vice President, Product Development, Broadridge Advisor Solutions

Erick D. McAfee
Senior Client Partner Twitter Inc.
.
Mike White
Chief Marketing Officer, Raymond James & Associates, Inc.

Sponsors & Partners

2019 Sponsors and Partners

PLATINU SPONSORS:
• hearsay systems
• Hootsuite
• yext

GOLD SPONSORS:
• proofpooint
• smarch

SIFMA'S STRATEGIC PARTNERS:
• Broadridge
• Deloitte
• EY
• Fidelity Investments
• Google Cloud
• hearsay systems
• pwc
• TATA Consultancy Services