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Fintech and the Wealth Management Industry
Event Details

Registration List: Fintech and the Wealth Management Industry

Ricky D'Sa
Addepar
RSVP Comments: N/A
Attending: Yes
Ivanka A
Tetrahedral Group
RSVP Comments: N/A
Attending: Yes
Hazel Alvarado
Whiskey With Me
RSVP Comments: N/A
Attending: Yes
Jason Anderson
Addepar
RSVP Comments: N/A
Attending: Yes
Kevin Bannerton
Total Bank Solutions
RSVP Comments: N/A
Attending: Yes
Joe Berman
OpenText
RSVP Comments: N/A
Attending: Yes
Robert Bibow
Fission Ventures
RSVP Comments: N/A
Attending: Yes
Monroe Bodden
Monroe Bodden
RSVP Comments: N/A
Attending: Yes
Brian Brady
American Century
RSVP Comments: N/A
Attending: Yes
Curt Brill
Mitsubishi
RSVP Comments: N/A
Attending: Yes
Thomas Bronner
The Renaissance Group, L.L.C.
RSVP Comments: N/A
Attending: Yes
Lina Bustos
Infosys Financial Services
RSVP Comments: N/A
Attending: Yes
Alastair Cairns
Addepar
RSVP Comments: N/A
Attending: Yes
Brendan Canny
Open Box LLC
RSVP Comments: N/A
Attending: Yes
Christian Capasso
SRA
RSVP Comments: N/A
Attending: Yes
Marco Casas
Alumni Ventures Group
RSVP Comments: N/A
Attending: Yes
Juliet Centino
-
RSVP Comments: N/A
Attending: Yes
Warren Chan
Family
RSVP Comments: N/A
Attending: Yes
jULIA cHAN
Credit Suisse
RSVP Comments: N/A
Attending: Yes
Brian Chin
Rosca
RSVP Comments: N/A
Attending: Yes
Nikolai Chowdhury
App Annie
RSVP Comments: N/A
Attending: Yes
Marjorie Churgin
OpenText
RSVP Comments: N/A
Attending: Yes
valeria cisnero
American Century
RSVP Comments: N/A
Attending: Yes
Anne Marie Connell
independent brand and communications consultant
RSVP Comments: N/A
Attending: Yes
Marcelo Costa
Bank of America
RSVP Comments: N/A
Attending: Yes
Rochelle Couchot
Addepar
RSVP Comments: N/A
Attending: Yes
Tim de Clapiers
Ernst & Young
RSVP Comments: N/A
Attending: Yes
Casely Doryumu
Bank of America
RSVP Comments: N/A
Attending: Yes
Mike Everett
MyVest (TIAA-Cref)
RSVP Comments: N/A
Attending: Yes
Miguel Fabregas
Waterloo Capital Partners
RSVP Comments: N/A
Attending: Yes
Andrew Fairbanks
Fairbanks Venture Advisors
RSVP Comments: N/A
Attending: Yes
Jon Feinstein
Gartner
RSVP Comments: N/A
Attending: Yes
Michelle Feinstein
Pershing
RSVP Comments: N/A
Attending: Yes
Peter Fox
TIAA
RSVP Comments: N/A
Attending: Yes
James Frawley
Frawley Coaching & Consulting
RSVP Comments: N/A
Attending: Yes
Frances Gagliardi
Responsive Digital Inc.
RSVP Comments: N/A
Attending: Yes
Jing Gao
Bank of America Merill Lynch
RSVP Comments: N/A
Attending: Yes
Michael Garrett
self
RSVP Comments: N/A
Attending: Yes
Bugra Gezer
OYAK
RSVP Comments: N/A
Attending: Yes
Nagesh Gopal
Total Bank Solutions
RSVP Comments: N/A
Attending: Yes
Valisha Graves
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Ian Green
Pendragon Capital
RSVP Comments: N/A
Attending: Yes
Alan Greenberg
UBS
RSVP Comments: N/A
Attending: Yes
Jeanne Gribbin
Goldman Sachs
RSVP Comments: N/A
Attending: Yes
Sanuber Grohe
Pershing Advisor Solutions
RSVP Comments: N/A
Attending: Yes
Melissa Gundling
Addepar
RSVP Comments: N/A
Attending: Yes
Robert Haley
First Manhattan Co.
RSVP Comments: N/A
Attending: Yes
Andrew Halperin
EisnerAmper LLP
RSVP Comments: N/A
Attending: Yes
Tricia Haskins
Fidelity
RSVP Comments: N/A
Attending: Yes
Xavier Heredia
Addepar
RSVP Comments: N/A
Attending: Yes
Johnny Huang
Teratonix
RSVP Comments: N/A
Attending: Yes
Sonjii Ivey
BNY Mellon Pershing
RSVP Comments: N/A
Attending: Yes
John James
Arboretum Capital Management
RSVP Comments: N/A
Attending: Yes
Teresa Jankovic
Independent
RSVP Comments: N/A
Attending: Yes
Ted Janulis
Constellation Research &Technology
RSVP Comments: N/A
Attending: Yes
Murray Jones
JP Morgan Chase
RSVP Comments: N/A
Attending: Yes
Mia Kafoury
Morgan Stanley Wealth Management
RSVP Comments: N/A
Attending: Yes
Joanna Kalmer
Fina Cyberis
RSVP Comments: N/A
Attending: Yes
Dongmin Kim
SRA
RSVP Comments: N/A
Attending: Yes
Richard Landau
M20 Associates
RSVP Comments: N/A
Attending: Yes
Peter Lardos
N/A
RSVP Comments: N/A
Attending: Yes
Owen Lau
Oppenheimer & Co.
RSVP Comments: N/A
Attending: Yes
Robin Lenna
RL Associates
RSVP Comments: N/A
Attending: Yes
Jiayi Li
iengage asset management
RSVP Comments: N/A
Attending: Yes
Steve Lula
Napier Park Financial Partners
RSVP Comments: N/A
Attending: Yes
Ricardo Manrique
self
RSVP Comments: N/A
Attending: Yes
Jen Marcello
Alliance Bernstein
RSVP Comments: N/A
Attending: Yes
Maribeth Martorana
Moodys
RSVP Comments: N/A
Attending: Yes
Nazy Massoud
Mental Edge Strategies
RSVP Comments: N/A
Attending: Yes
Sonia Mata
Independent Consultant
RSVP Comments: N/A
Attending: Yes
Marshall McIntosh
PIMCO
RSVP Comments: N/A
Attending: Yes
Patrick Moeller
Pacific Heights Asset Management
RSVP Comments: N/A
Attending: Yes
Jay Morrison
Morgan Stanley - International Wealth Management
RSVP Comments: N/A
Attending: Yes
Amy Moses
Ballooning Nest Eggs
RSVP Comments: N/A
Attending: Yes
Chintan Muchhala
EY
RSVP Comments: N/A
Attending: Yes
Daniello Natoli
Bank of America
RSVP Comments: N/A
Attending: Yes
Hiwot Nega
Clewed
RSVP Comments: N/A
Attending: Yes
Greg O'Gara
Aite Group
RSVP Comments: N/A
Attending: Yes
Haresh Patel
OpenText
RSVP Comments: N/A
Attending: Yes
Karishma Patel
BlackRock, Inc.
RSVP Comments: N/A
Attending: Yes
Jonathan Perle
Mies Jansen, Inc.
RSVP Comments: N/A
Attending: Yes
Stephan Petrov
RBC Capital Markets
RSVP Comments: N/A
Attending: Yes
Ty Popplewell
Paragon Intel
RSVP Comments: N/A
Attending: Yes
Sriram Ramanathan
Rama Asset
RSVP Comments: N/A
Attending: Yes
Rahul Rao
Domino Systems, Inc.
RSVP Comments: N/A
Attending: Yes
Colin Reilly
CBRE
RSVP Comments: N/A
Attending: Yes
Bob Riley
OpenText
RSVP Comments: N/A
Attending: Yes
Alison Rooney
Tata Consultancy Services (TCS)
RSVP Comments: N/A
Attending: Yes
Meixia Ruderman
New York University
RSVP Comments: N/A
Attending: Yes
Joseph Sarbinowski
Total Bank Solutions
RSVP Comments: N/A
Attending: Yes
Matt Sargent
Morgan Stanley Wealth Management
RSVP Comments: N/A
Attending: Yes
Robert Schmitt
RJS Consulting
RSVP Comments: N/A
Attending: Yes
Anthony Shih
ColumbiaDoctors Medical Group
RSVP Comments: N/A
Attending: Yes
Aurelio Sisto
NTT Data
RSVP Comments: N/A
Attending: Yes
Adam Smith
Credit Suisse
RSVP Comments: N/A
Attending: Yes
Elizabeth Stern
Global Giving Advisors
RSVP Comments: N/A
Attending: Yes
Leeanne Su
Marshall Wace
RSVP Comments: N/A
Attending: Yes
Avita Sukhram
Pershing Advisor Solutions
RSVP Comments: N/A
Attending: Yes
Mehboob Virani
Goldman Sachs
RSVP Comments: N/A
Attending: Yes
Tom Walsh
American Express
RSVP Comments: N/A
Attending: Yes
Lori Wasserman
Tellson Securities
RSVP Comments: N/A
Attending: Yes
Robin Weiss
Fidelity Investments
RSVP Comments: N/A
Attending: Yes
Cooper Westendarp
Reservoir Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Marybeth Whyte
Foresters Financial
RSVP Comments: N/A
Attending: Yes
Binan Xu
Prudential Financial
RSVP Comments: N/A
Attending: Yes
Dennis Yeskey
Yc
RSVP Comments: N/A
Attending: Yes
Suzana Zayed
Commonwealth Bank of Australia
RSVP Comments: N/A
Attending: Yes
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