Kalen Holliday

Director or Marketing and Communications at PJ SOLOMON
#Annuities #Insurance #InvestmentBanking #SPACs #FinanceInvestmentBanking
Representing
Portfolio Manager at Interactive Advisors
Chief Investment Officer at Greenwich Wealth Management
Portfolio Manager at Interactive Brokers
Director of Media Communications at Interactive Brokers
Financial Advisor at Lakeland Wealth Management

Ashlee Lazzari

Marketing Manager at NEPC
Representing
Partner, Private Wealth Practice Group at NEPC
Partner, Philanthropic Practice and Private Wealth Director at NEPC
Partner, Director of Consulting Services at NEPC
Managing Partner at NEPC
Principal, Senior Consultant at NEPC

Anne Kelsey

Account Supervisor at Live Wire Strategic Communications
#Coronavirus #HealthcareAndLifeSciences #HealthcareIndustry #Covid19 #PublicRelations
Representing
Chief Executive Officer at The Business-Higher Education Forum
Senior Managing Director, Investment Management at Chevy Chase Trust
Teaching Professor, McDonough School of Business at Georgetown University - McDonough School of Business
Teaching Professor of Strategy and Economics at Georgetown University - McDonough School of Business
Professor of Finance & Vice Provost for Faculty at Georgetown University - McDonough School of Business
Representing
COO at Zero Hour Health
CEO at Metamo Travel
Director of Product Management at Harbor Companies
Professor at Saint Mary's College
Principal at Carson Stoga Communications

Patrick Rheaume

Account Executive at Butler Associates
Representing
Chairman of the Board at BellTel Retirees
Senior Counsel at Davidoff Hutcher & Citron
Partner at Siebert Williams Shank
President at Patriot Bank
Partner & Head of Employment Law Practice at Davidoff Hutcher & Citron
Representing
Senior Director of AML of Americas at ACAMS
CEO at Grayscale Investments
Chief Analyst and Director of Editorial Content at ACAMS
President & Managing Director at The Association of Certified Anti-Money Laundering Specialists
Executive Director at The Association of Certified Anti-Money Laundering Specialists
Representing
President, CEO and Portfolio Manager at Vision Capital
Founder and CEO at The S Factor
Founder at InfStones
President at SaveBetter
CEO and Founder at Area One Farms
Representing
Fixed Income Investment Manager at Everence Financial
Wealth Advisor at Bronfman Rothschild
SVP, Director of Fixed Income Strategies, Portfolio Mgr CFA® at Johnson Financial Group
Manager of Private Wealth Management Equity and Fixed Income Research at Robert W. Baird & Co
Founder, President, Portfolio Manager at Monetta Financial Services

Mariana Fischbach

Director of Media Relations at Ketner Group Communications
Representing
Chief Marketing Officer and Chief People Officer at January Digital
Partner at Foley & Lardner LLP
Partner at Foley & Lardner LLP
Partner at Foley & Lardner LLP
Content Editor at PMG Digital Agency

Jess Vallance

Associate Director at Vested
Representing
CEO at EquiLend
Global Leader, Workforce Development at SEI
Global Leader, SEI Ventures at SEI
Director of Client Services at SEI

Allison Chin-Leong

Communications Senior Advisor, Corporate Communications at Wells Fargo Investment Institute
#Elections2020 #Investor #Gold #AlternativeInvestment #FinancialPlanning
Representing
Head of CEF/ETF Research at Wells Fargo Investment Institute
Global Fixed Income Strategist at Wells Fargo
Managing Director, Legacy and Wealth Planning at Abbot Downing
Head of Global Asset Allocation Strategy at Wells Fargo Advisors
Senior Global Market Strategist at Wells Fargo Investment Institute

Samantha Santoro

Senior Associate at Clyde Group
Representing
Director of the Research Partnerships and Grants Initiatives in the School of Bu at George Mason University School of Business
Associate Professor of Marketing at George Mason University School of Business
Associate Dean at George Mason University School of Business
Director, Retail Center at George Mason University School of Business
Executive Director of Center for Government Contracting at George Mason University School of Business
Representing
Head of Asset Servicing, Americas at Northern Trust
SVP, Software Development at Atlanticus
CFO at Atlanticus
CEO at Atlanticus
Founder & CEO at Portfolia

Brian Thomas

Executive Vice President at Todd Shapiro Associates
Representing
New York State Senator (D) at New York State Senate
Chief Financial Officer at Merchant Industry
Relationship Expert/Coach, Professionally-certified Matchmaker at MTN Matchmaking and Relationship Coaching
Board of Ed. President & Former-Assistant Principal at Hempstead Union Free School District
Founder & Partner at Ferro, Kuba, & Mangano
Representing
Director, Healthcare Investments at Bailard
Senior Vice President at Bailard
Vice President, Wealth Management at Bailard
Executive Vice President, Real Estate at Bailard
Senior Vice President, Acquisitions and Portfolio Management at Bailard
Representing
Country Manager at Xero
TBD at Meijer
Member APEC Business Advisory Council (ABAC) at APEC - Asia-Pacific Economic Cooperation
VP National Auto Lead at The Travelers Indemnity Company
TBD at The Travelers Indemnity Company
Representing
Senior Vice President, Employee Benefits at Argent Retirement Plan Advisors
Wealth Advisor at Argent Trust Company
Managing Director at Heritage Retirement Plan Advisors
Market President, Oxford, MS at Argent Trust Company
SVP of Lending at Ascend Federal Credit Union
Representing
Co-Founder at Beacon Platform
CEO and Founder at Area One Farms
Chief Revenue Officer at Beacon Platform
Chief Executive Officer & Co-Founder at Beacon Platform
Head of EMEA at Beacon Platform

Carlos Arcos

SVP Public Relations at Jaffe
Representing
Partner at Whalen Law Office
Partner at McCarter & English
Partner at McCarter & English
Co-chair Real Estate Practice Group at McCarter & English
Shareholder at Baker Donelson
Representing
Professor at Stevens Institute of Technology
Professor and Leader, Hanlon Financial Systems Center at Stevens Institute of Technology
Assistant Professor, Science and Technology Studies at Stevens Institute of Technology
Associate Professor of Political Science at Fairleigh Dickinson University
Director of the International School of Hospitality and Tourism at Fairleigh Dickinson University
Representing
Creative Director at Tank Design
Multi Unit Area General Manager at Haymax Hotels
Senior Director, Brand and Product Marketing at Relay Pro
SVP - Commercial Strategy at Republic Wireless
parenting Experts at The Pickup Line

Kathy Osborne

Founder at Kamel PR
#Beauty
Representing
Co-Founder & CEO at Air.inc
Co-Founder & CEO at Doorvest
Executive Director at The Makeup Museum
CEO & Co-founder at OneThree Biotech
Founder & Managing Partner at Katalyst Ventures
Representing
President, CEO and Portfolio Manager at Vision Capital
Chief Executive Officer & Co-Founder at Beacon Platform
Head of EMEA at Beacon Platform
CEO and Founder at Area One Farms
Chief Revenue Officer at Beacon Platform
Representing
Chief Investment Officer at Personal Capital
Director of Advice Solutions at Personal Capital
Chief Executive Officer at Personal Capital
Director of Advisory Service at Personal Capital
Director of Portfolio Management at Personal Capital

Daniel Baker

Partner, Senior Media Strategist at Finn Partners
Representing
Founder/CEO at Keeper Security
Managing Partner, Global Sustainability & Social Impact at Finn Partners
Head of North America, TMF Group at TMF Group
Global CEO at TMF Group
Chief Medical Officer at community care cooperative
Representing
Chief Psychologist at Stella Center
Founder and CEO at Ubirider
CEO at Actify
Technology Evangelist at Tech Soft 3D
Representing
Psychotherapist at Dr. Kathryn Smerling
Founder at Eautolease
Founder & CEO at Saffron Road
Federal Attorney at Oberheiden P.C.
Principal at Law Offices of Deborah K. Hines

Gal Benayon

Associate Account Executive at Vested
Representing
CEO and Founder at Area One Farms
Senior Vice President of Originations at Alliant Capital
Chief Revenue Officer at Beacon Platform
Owner & CEO at Alliant Capital
PRESIDENT at Alliant Capital

Jenna Jordan

Account Executive at Ketner Group Communications
Representing
Vice President, Sales and Marketing at OLS Payments
Blogger at Forbes Magazine
VP of Sales & Partnerships at Searchspring
CEO at Theatro
CEO at Searchspring
Representing
Partner & Team lead of Fintech industry group at Duane Morris LLP
Managing Partner, Co-Leader of Cannabis Group, Co-Chair of Venture Best at Michael Best & Friedrich
Attendee at WIPL
Partner at Duane Morris LLP
Attorney at Foley & Lardner LLP