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Final AM14 Attendee List.Xlsx Vision: IRI Annual Meeting FInal Attendee List First Name Last Name Title Organization Rodney Allain Senior Vice President, Director Nat'l Sales Prudential Financial Tina Ambrozy Vice President, Relationship Strategies Nationwide Financial Richard Aneser SVP‐LFGD CMO Lincoln Financial Group Patrick Arey Director Instutional Sales, Newfleet Asset Management Virtus Investment Partners, Inc. Eric Arnold Partner Sutherland Asbill & Brennan LLP William Atherton Business Consultant, Retirement Income Planning CANNEX Financial Exchanges Pamela Aurbach SVP Institutional Sales, US Eastspring Investments Bob Bachman Executive Vice President Fidelity Investments Gary Baker President, U.S. Division CANNEX Financial Exchanges Rachel Barrow Director, Marketing Guardian Insurance & Annuity Co. Ryan Bartlett VP Relationship Manager Goldman Sachs Asset Management Maliz Beams CEO, Retirement Solutions Voya Financial Andrew Beiger Vice President Jennison Associates Abiy Bekele Publisher SmartBrief Jose Benitez President Universal Life Insurance Company William Benjamin Chief Executive Officer U.S. Bancorp Lisa Bennett Vice President, Global Communications Prudential Financial Laura Bentzien Account Manager Pacific Investment Management Company (PIMCO) Christopher Bergeon Vice President Great‐West Life and Annuity Insurance Company Bobby Biden Lead Marketing Manager T. Rowe Price Group, Inc. Yogini Biswas AVP, Annuity Marketing MetLife David Blanchett Head of Investment Research Morningstar, Inc. Andrew Blumberg Group Director, Analytic Reporting DTCC (The Depository Trust & Clearing Corporation) David Bone Senior Competitive Intelligence Analyst Guardian Insurance & Annuity Co. Melissa Bottolfson Sales Supervision and Operations Manager Allianz Life Insurance Company Jeff Brauner Director of Business Development se2 Adam Bryan Managing Director DTCC (The Depository Trust & Clearing Corporation) Melissa Buccilli Key Accounts Manager Schroder Investment Management Robert Buckingham Vice President Product Executive‐Annuities CUNA Mutual Group Michael Cain Director Broadridge Financial Solutions Inc. Tom Callahan Capital Group Companies Mark Caner President Western & Southern Financial Group Mitchell Caplan Chief Executive Officer Jefferson National Christopher Carey Vice President, Head of Strategic Accounts ‐ Wirehouse AIG Financial Distributors John Carter President & COO, Nationwide Retirement Plans Nationwide Financial John Cassano Director, Index Sales Nasdaq Omx Julie Casserly LPL Financial John Cheney Sales Executive Vertafore Valentina Chtchedrine Executive Director, Digital Strategy Morgan Stanley Greg Cicotte President Jackson National Life Jon Clement National Director, Insurance Sales MFS Investment Management Peter Clements Senior Regional Vice President Columbia Management Distributors, Inc. Patrick Clifford Sr. Vice President ‐ Annuities Incapital LLC Michael Cogswell SVP, Product Manager ‐ Retirement Solutions Pacific Investment Management Company (PIMCO) William Coleman Head of Variable Annuity and Sub Advisory Institutional Services Legg Mason, Inc. Mark Coneeny Head of Relationship Management Putnam Investments Page 1 Vision: IRI Annual Meeting FInal Attendee List First Name Last Name Title Organization William Connolly Head of Global Distribution Putnam Investments Kevin Connor Managing Director WealthVest Financial Partners Llewellyn Cook Executive Director, Financial Institutions Group Lincoln Financial Distributors Carlo Cordasco Vice President Nationwide Retirement Insititute Nationwide Financial Mark Cortazzo Senior Partner MACRO Consulting Group Mark Cover Vice President T. Rowe Price Group, Inc. Jamie Cox Managing Partner Harris Financial Group Catherine Crandall Invesco Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments Anne Daly Director, Strategic Relaionship Management MetLife Anna D'Amico Director Pershing LLC Emily Dawe Media Relations Voya Financial Katherine Dease VP, Solution Integrations CIC (Communication Intelligence Corporation) Cheri DeBoer‐Stinson Director, Business Development Cooperative Technologies, Inc. Robert DeChellis President, Allianz Life Financial Services Allianz Life Insurance Company Jack Delsing Manager ‐ Annuity and Life Internal Sales Desk Securian Edward DeMarino Vice President & Director, Financial Institutions Janus Capital Group Ken DiFrancesca Managing Director of Annuities Incapital LLC Steven Dillman Sr. Vice President BNY Mellon Retirement ‐ Dreyfus Michael Dolaher VP, Account Development, Annuities Genworth Financial Joyce Donadio Vice President, Relationship Management State Street Global Advisors Adam Dooley National Sales Director VOYA Financial Willie Downs Senior Sales Representative RR Donnelley Leonard Driscoll Vice President, Chief Client Officer Broadridge Financial Solutions Inc. Chris Du Bois Vice President, Interactive Strategy & Development Allianz Life Insurance Company Sherri DuMond Senior Vice President Distribution Training Allianz Life Insurance Company Alan Dunaway Senior Vice President F‐Squared Institutional Solutions Bill Duncliffe Director Broadridge Financial Solutions Inc. Scott Dunn Vice President Prudential Financial David Eikenberg Vice President T. Rowe Price Group, Inc. Millicent Eubanks Associate Vice President ‐ Investments Wells Fargo Advisors Michael Eustic Vice President, Subadvisory Business Development OppenheimerFunds, Inc. Michael Falcon Managing Director & Head of Retirement JP Morgan Asset Management Atticus Fallon Executive Director JP Morgan Asset Management Joseph Feloney National Sales Manager Columbia Management Distributors, Inc. Michael Ferraro Vice President AllianceBernstein Jim Ferrell VP, FireLight Product Management Insurance Technologies Bruce Ferris President, Prudential Annuities Distributors, Inc. Prudential Financial Corey Fiedler Senior Director, Product Management Broadridge Financial Solutions Inc. Michele Fisher VP, Sales Operations Forethought Financial Group Wendy Fishler Sr. Strategic Relationship Manager MetLife Mark Foley Vice President, Innovative Simplicity Team, Institutional Income Innovation Group Prudential Financial Lynne Ford Executive Vice President & Head of Distribution Calvert Investments Tracy Fraser Business Development Manager Transamerica / AEGON Will Fuller President Lincoln Financial Group Distribution Lincoln Financial Group Christopher Furman Managing Director Janus Capital Group Page 2 Vision: IRI Annual Meeting FInal Attendee List First Name Last Name Title Organization Randall Gabrielson Senior Vice President, Bank Channel Allianz Life Insurance Company Bernard Gacona Sr. Vice President, Director of Annuities Wells Fargo & Company Kerry Geurkink Marketing Director Securian David Giertz President, NFS Distributors, Inc. Nationwide Financial Michael Gilotti Vice President of New Business Development General Re‐New England Asset Management, Inc. Andy Goeller Vice President T. Rowe Price Group, Inc. Christopher Grady EVP & Head of Retail Annuities Athene Annuity Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management Mathew Greenwald President & CEO Greenwald & Associates Nicholas Griparich Director UBS Global Asset Management (Americas) Inc. Alan Grissom Vice President ‐ Insurance Channel S & P Dow Jones Indices Daniel Guilbert EVP, Retirement Division Symetra Financial Kym Gully Chief Technology Officer FIS Software, Inc. John Hagerty Vice President, Content Delivery, Global Investment Markets RR Donnelley Tom Haines Investment Banking UBS Financial Services Inc. Mark Halloran Managing SVP, Head of Retail Business Development Transamerica / AEGON Michael Hanlen Manager Business Developemtn RR Donnelley Craig Harm Senior Vice President ‐ Relationship Manager Fidelity Investments Michael Hart SVP/Managing Director, Insurance Services AllianceBernstein Mike Hashbarger Director of Internal Sales Allianz Life Insurance Company Daniel Hayes Vice President, Funds Management Lincoln Financial Group Christopher Hedges Managing Director MFS Investment Management Jane Henderson Sales Executive Ebix, Inc. Jan Henry Retirement Marketing Manager Wells Fargo & Company Daniel Herr Vice President ‐ Annuity Product Management Lincoln Financial Group Saul Herrera Director of Product Development Ebix, Inc. Daniel Herrick VP, ACCOUNT MANAGEMENT Prudential Financial Michael Herron Sr. Vice President, Account Executive Lincoln Financial Distributors Ted Hobbie Senior Vice President Neuberger Berman Management, Inc. Bryan Hodgens SVP, Director of Sales, Retail Retirement Wells Fargo & Company Timothy Hogan Director Relationship Management New York Life Insurance Company Grady Holt Head of Fund Management Sammons Financial Group Matthew Housel Retirement Marketing Franklin Templeton Investments Lisa Hoyne VP, Marketing, Woodbury Financial Services Advisor Group Stefan Hubrich Head of Asset Allocation Research T. Rowe Price Group, Inc. Jason Hudes Vice President Goldman Sachs Asset Management Benjamin Huneke Managing Director Morgan Stanley Wealth Management Christopher Hunter Senior Vice President Natixis Global Asset Management John Hurley Internal Sales manager Forethought Financial Group Bill Hurley Executive Director Morgan Stanley Investment Management Inc. Diane Jackson SVP, Channel Relationship Management Fidelity Investments Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Division Fidelity Investments Bradley Jones National Accounts AQR Capital Management Todd Jones Vice President, National Accounts Federated Investors Todd Jones
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