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IRI Marketing Summit 2016 Attendee List as of 3.17.2016 First Last Title Company Jeff Aaron Sr. Strategic Relationship Manager Putnam Investments Ryan Abernathy Bank of America Merrill Lynch Melissa Adams Senior Sub Advisor Relationship Manager Prudential Financial Darwin Aguilo Product Consulting Manager LPL Financial Jeremy Alexander President & CEO Beacon Research Liz Altman-Harberger CMO, Retirement Income Solutions & Mutual Funds AIG (American International Group) Kasia Antczak Marketing Manager Guardian Insurance & Annuity Co. William Atherton Consultant, Retirement Income CANNEX Financial Exchanges Gary Baker President, U.S. Division CANNEX Financial Exchanges Thomas Barefield Vice Chairman and Chief Distrbribution Officer Ohio National Financial Services Ryan Bartlett VP Relationship Manager Goldman Sachs Asset Management Jeff Baskin Executive Vice President EverFi Andrew Beiger Vice President Jennison Associates William Benjamin Chief Executive Officer U.S. Bancorp Investments Lisa Bennett Vice President, Global Communications Prudential Financial Pacific Investment Management Company Laura Bentzien Account Manager (PIMCO) Jason Berkowitz Vice President, Regulatory Affairs & Compliance Insured Retirement Institute Forethought Life Insurance Company, A Global Jason Bickler National Sales Manager Atlantic Company Bobby Biden Lead Marketing Manager T.Rowe Price Group, Inc. Yogini Biswas AVP, Annuity Marketing MetLife Joe Black VP, Business Development Voya Financial David Bone Senior Competitive Intelligence Analyst Guardian Insurance & Annuity Co. Melissa Bottolfson Director of Sales Supervision and Operations Allianz Life Insurance Company Scott Bowers Regional Vice President BlackRock Walter Braillard EVP, Head of Retirement Strategic Accounts BNY Mellon Retirement - Dreyfus Rodney Branch Senior Vice President, Chief Marketing Officer Prudential Financial Jay Brost Director Advisors Excel IRI Marketing Summit 2016 Attendee List as of 3.17.2016 First Last Title Company William Bruckner Director Pershing LLC, a BNY Mellon Company Kaitlyn Buchler Communications and Marketing Assistant Insured Retirement Institute Tim Buckeridge Director Sales VAIO Franklin Templeton Investments Robert Buckingham Vice President - Wealth Management CUNA Mutual Group Charles Burgdorf Managing Director Lazard Asset Management Bryan Burke Senior Vice President Federated Investors Sales Manager Matt Butcher WealthManagement.com Greg Buzzell Senior Relationship Manager - Investment Only Columbia Threadneedle Investments Clarke Camper SVP, Government Relations American Funds Distributors Kathi Carter Vice President Annuity Marketing and Order Entry Stifel, Nicolaus & Company, Inc. Ursula Carty Senior Director AXA Distributors Robert Chamerda Second Vice President, Retirement Solutions Guardian Insurance & Annuity Co. Chia Chang Assistant Vice President MetLife Scott Charlton Vice President Federated Investors Benjamin Childs Assistant Director, Internal Marketing Ohio National Financial Services Peter Cieszko SVP & Chief Client Officer American Century Investments Lindsey Cipro Director, National Accounts Ivy Funds Kevin Clark National Sales Manager JP Morgan Asset Management Tracey Clavell Marketing Director - Annuities Principal Financial Group Jon Clement National Director, Insurance Sales MFS Investment Management Peter Clements Senior Regional Vice President Columbia Threadneedle Investments Michael Cobianchi Vice President, Institutional Marketing Waddell & Reed, Inc. Assistant Vice President, Head of Annuity, DI and Christopher Coburn MassMutual Financial Group LTC Marketing Pacific Investment Management Company Michael Cogswell SVP, Product Manager - Retirement Solutions (PIMCO) William Coleman Managing Director, Head of Retirement Solutions Legg Mason, Inc. Gordon Collins Sr. Manager Sales Development and Support Allianz Life Financial Services, LLC Mark Coneeny Head of Relationship Management Putnam Investments IRI Marketing Summit 2016 Attendee List as of 3.17.2016 First Last Title Company Neil Corkum Director, Research and Competitive Analysis Fidelity Investments Life Insurance Company Mark Cover Vice President T.Rowe Price Group, Inc. Lee Covington Senior Vice President & General Counsel Insured Retirement Institute Jamie Cox Managing Partner, Harris Financial Group LPL Steve Coyle SVP, Director of Subadvisory and Institutional OMAM Emily Cramer Regional Account Manager InsuranceNewsNet.com Inc. Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments Al Dal Porto Vice President, Product Development Security Benefit Larry D'Alessandro AVP T.Rowe Price Group, Inc. Graham Day National Sales Manager AXA Distributors Robert Dearman Vice President, Strategic Initiatives Jackson National Life Robert DeChellis President, Allianz Life Financial Services Allianz Life Insurance Company Keil Decker Director of BlackRock Marketing BlackRock Eric Denham EVP, Product and Business Development Annexus Christina Dolan Senior Marketing Consultant Lincoln Financial Group Amy Doll Creative Manager Sammons Financial Group Thomas Donham Senior Marketing Manager Capital Group Companies Bill Duplisea Associate BlackRock David Eikenberg Head of Retirement T.Rowe Price Group, Inc. Donnie Ethier Senior Analyst Cerulli Associates Millicent Eubanks Associate Vice President - Investments Wells Fargo Michael Eustic National Sales Manager - Subadvisory OppenheimerFunds, Inc. Atticus Fallon SVP, Head of Subadvisory Sales Delaware Investments Caryl Falvey Marketing Consultant MassMutual Financial Group Michael Ferraro Director BlackRock Bruce Ferris Former Chairman, IRI Board of Directors Terri Fiedler Executive Vice President, Strategic Accounts AIG Financial Distributors John Finnerty Director National Accounts MFS Investment Management Michele Fisher VP, Sales Operations Forethought Life Insurance Company, A Global Ken Fitzsimons Director, Annuity Product Management UBS Financial Services Inc. IRI Marketing Summit 2016 Attendee List as of 3.17.2016 First Last Title Company Christopher Flint President & Chief Executive Officer ProEquities Tom Foley Financial Professional AXA Vice President, Wirehouse and Bank Channel Hernan Fonseca Nationwide Financial Manager Executive Vice President, Retail Retirement and Elizabeth Forget MetLife Wealth Solutions Joseph Fournier Executive Vice President, Account Manager Pacific Investment Management Company Joe Frustaglio Vice President, Private Sector Retirement Plan Sales Nationwide Financial William Fuller President Lincoln Financial Group Distribution Christopher Furman Managing Director Janus Capital Group Randall Gabrielson Senior Vice President, Relationship Management Allianz Life Insurance Company Bernard Gacona Sr. Vice President, Director of Annuities Wells Fargo Advisors Dave Gaunt VP, Enterprise Sales Executive BrightScope David Giertz President, NFS Distributors, Inc. Nationwide Financial Michael Gilotti Hall of Fame recipient Advisor Financial Services Kevin Granelli Executive Director UBS Asset Management Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management Mathew Greenwald President & CEO Greenwald & Associates Marty Griffin Senior Vice President, Institutional Sales Ohio National Financial Services Munish Grover Senior Vice President Lazard Asset Management Elizabeth Guerrera Vice President, Internal Sales Prudential Financial Arpita Guha Associate, Business Development AQR Capital Management 2nd Vice President, Divisional Sales Manager - Rona Guymon ProEquities Annuity Division Tom Haines Investment Banking UBS Financial Services Inc. Patrick Halas Marketing Director Great-West Life and Annuity Insurance Jonathan Hall Senior Vice President BNY Mellon Retirement - Dreyfus Matthew Hamel Managing Director Virtus Investment Partners, Inc. Brian Hanna Vice President, Insurance Services AB (AllianceBernstein) IRI Marketing Summit 2016 Attendee List as of 3.17.2016 First Last Title Company Calvin Harrelson SVP, National Insurance Sales Manager Capital Group Companies Mike Hashbarger Sr. Director of Internal Sales Allianz Life Insurance Company Simeon Hernandez SVP, Head of Retirement Business Development Forethought Life Insurance Company, A Global Melissa Hernandez External Communications Manager Jackson National Life Daniel Herrick VP, Account Management Prudential Financial Bob Heske Lead Marketing Communications Specialist Broadridge Financial Solutions Inc. John Hilton Senior Editor/Annuities InsuranceNewsNet Ty Hix Senior Vice President Lazard Asset Management Thomas Hobson Vice President, Relationship Manager BlackRock Danielle Holland Senior Vice President, Communications, Marketing Insured Retirement Institute Stuart Holland Sr. V.P., Natl. Sales Mgr. Pacific Life Insurance Company Grady Holt Head of Fund Management Sammons Financial Group Lisa Hoyne SVP Marketing Advisor Group Barbara Hume Vice President, Membership Insured Retirement Institute Keith Hylind Vice President, Retirement Marketing OppenheimerFunds, Inc. Brett Hynes Field Vice President, Alternative Distribution Pacific Life Insurance Company Diane Jackson SVP, Channel Relationship Management Fidelity Investments Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Fidelity Investments Sheila Jelinek Business Development Officer- Financial Risk Milliman, Inc. Joel Jessen Vice President of Annuity Products Wells Fargo & Company Carolyn Johnson President of Annuities & Tax Exempt Markets Voya Financial Bradley Jones National Accounts AQR Capital Management Todd Jones
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