IRI Ops Tech 2017 Attendee List
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1 Steven Acosta Vice President, Sales Insurance Technologies Jeanne Adams-Taylor VP, Business System Consultant Wells Fargo & Company Marcus Alderman New Business Manager Lincoln Financial Group Dannette Alleman Manager, New Business Securian Heather Anderegg Operations Relationship Manager Transamerica / AEGON Jodi Arenobine Business Analyst, Client Solutions Lincoln Financial Group Carolyn Ashmore Director, Business Relationship Management Nationwide Financial Donnie Atis Director Morgan Stanley Richard Babineau Vice President, Product Management Broadridge Financial Solutions Inc. Craig Badger Application Development Manager JP Morgan Chase Chantel Balkovetz VP Individual Life & Retirement Operations Symetra Financial Kathryn Barber Relationship Manager MetLife Randy Barnes Director, Product Management and Strategy Impact Financial Systems, Inc. Denice Beights Director, Individual Annuities New Business Lincoln Financial Group Barbara Berger Business Relationship Manager Nationwide Financial Pat Binning Relationship Manager DST Systems, Inc. Sara Bjerken Sales Principal Allianz Life Insurance Company Jessica Boyd Operations Relationship Manager MetLife Nicole Breitenstein Director, Annuity Administration Ohio National Financial Services Katie Buskirk Director, Annuity New Business & Relationship Management Ohio National Financial Services Jeff Butikofer Director Annuity Relationship Management Protective Life Insurance Company Andrew Capaccio Relationship Management New York Life Insurance Company Becki Carnahan Sr Operations Manager -ecommerce Allianz Life Insurance Company Mariann Carson Vice President Raymond James Insurance Group Kathi Carter Vice President, Annuity Marketing and Order Entry Stifel, Nicolaus & Company, Inc. Jamie Casto Managing Counsel Nationwide Financial Travis Champion Managing Director Impact Financial Systems, Inc. John Cheney Sales Executive Vertafore Daniel Chuka Relationship Manager Prudential Financial Valerie Clark Vice President, Product Mgmt and Annuity Operations Ebix, Inc. Jennifer Cogdell AVP, Relationship Management Lincoln Financial Group Jessica Conley VP, Annuities Service Prudential Financial Todd Connett Business Relationship Manager Nationwide Financial Mindi Cook Relationship Manager - Operations Lincoln Financial Group Fred de Jesus Managing Director - IT Charles Schwab and Co., Inc. Rob Dearman Vice President, Strategic Initiatives Jackson National Life Katherine Dease VP, Product Management Insurance Technologies Cheri DeBoer-Stinson Director, Business Development Cooperative Technologies, Inc.
2 Robert DeChellis President & Chief Strategist-Allianz Exchange Allianz Life Insurance Company Tom DeGaetano Vice President, Annuity SBU Ohio National Financial Services Mona Deliwala Director Jackson National Life Carie Delong Vice President JP Morgan Chase Eileen DeMayo Vice President, Annuity Operations Global Atlantic Financial Company Bill Duncliffe Director Broadridge Financial Solutions Inc. Mary Anne Durall SVP Strategy and Corporate Planning se2 Valerie Felsch Sr Operations Relationship Manager Allianz Life Insurance Company Al Fernandez Operations Relationship Manager New York Life Insurance Company Mark Fernandez Sr. Key Accounts Relationship Mgr. Pacific Life Insurance Company Corey Fiedler Senior Director, Product Management Broadridge Financial Solutions Inc. Fran Forslund IS&R Technology Program Lead, B2B Transamerica / AEGON Shane Fraley Sr. Business Analyst Vertafore Linda Fry SVP, Annuity Operations Wells Fargo & Company Dale Fuller Senior Director Allianz Life Insurance Company Robert Gager AVP, Relationship Management Lincoln Financial Group Jennifer Galarza Operations Relationship Manager AXA Distributors Tracy Gardner Vice President, Enterprise Operations Allianz Life Insurance Company Bill Gibson Business Relationship Manager Nationwide Financial Chris Gillespie Manager, Product Marketing Vertafore James Gilmore Technology Solutions Leader Wells Fargo & Company Jeff Gilpin Client Relations Manager DST Systems, Inc. David Golik Vice President of Application Development AIG SunAmerica Retirement Markets Michael Gonce Annuity-Insurance Ops Manager Janney Montgomery Scott, LLC Randi Gordon Director Pacific Life Insurance Company Steve Green IS Team Leader Edward Jones Dwayne Hairston Business Relationship Manager Nationwide Financial Jeffrey Hamilton VP, Business Development Lincoln Financial Group Laura Hanson VP, Policy Owner Services Jackson National Life Kimberly Henke Vice President Robert W. Baird & Co., Inc. Keren Herzberg AVP, Director Symetra Financial Robert Heske Marketing Communications Manager Broadridge Financial Solutions Inc. Amy Hester VP, Business and Technology Optimization Lincoln Financial Group Shawn Hienton Business Relationship Manager Nationwide Financial Joanna Hoefert AVP, Operations Manager Wells Fargo & Company Gary Hogard Vice President, Annuities Operations Prudential Financial Mark Holthaus Department Leader, Insurance Edward Jones Kim Honeywell Director Symetra Financial
3 Sean Hooper Sales Technology Manager Symetra Financial Stephen Huberty Operations Manager - VP U.S. Bancorp Investments Sheri Huelsmann Insurance and Annuity Products - Product Specialist Edward Jones Tracie Hummel Impact Financial Systems, Inc. Shellie Hunter Director, Operations Relationship Management Jackson National Life Karen Hurley Strategic Distribution Partners Vendor Management MassMutual Financial Group Michelle Jackson Vice President, Business Strategy & Development Broadridge Financial Solutions Inc. Michael Jaurigue Director - Straight Through Processing Lincoln Financial Group Thomas Jensen Assistant Director-IT Principal Financial Group Allison Johnson Project Manager Allianz Life Insurance Company Raj Jwaleshan Director Annuities & Wealth Management Guardian Insurance & Annuity Co. Molly Kiefer Senior Relationship Manager Lincoln Financial Group Stephen Kilbon AVP, Retirement Operations Global Atlantic Financial Company Stephanie Kinney Operations Relationship Manager Allianz Life Financial Services, LLC Melonie Kirchner Process Analyst Securian James Kleinfeldt Manager New York Life Insurance Company Michelle Levine Service Relationship Manager Prudential Annuities David Libesman Director, Sales ipipeline Andrew Light Director Retirement Operations Great-West Life and Annuity Insurance Company Christopher Lintecum VP, Sales Insurance Technologies Gavin Long Associate Account Executive Broadridge Financial Solutions Inc. Heather Lyons Assistant Director, Service & Ops Symetra Financial Dan Lyons IV Operations Relationship Manager Ohio National Financial Services Greg Maaske Specialist, IT Application Developer Nationwide Financial Ted Mackenzie Director Business Development se2 Tara Martin Annuity Operations BA/QA & DTCC Specialist Ohio National Financial Services Patrick Masi Senior Product Manager Vertafore Doug Massey Senior Vice President of Sales Insurance Technologies Steve Maynard MD, Product & Platform Development & Integ TIAA Beth Maziad Senior Vice President, Operations Raymond James Insurance Group Michelle McConeghey Sr. Business Operations Analyst Principal Financial Group Christopher McDaniel Specialist Leader, Service Operations Financial Services - Insurance Deloitte Consulting LLP Olivia McNulty Senior Relationship Manager MetLife Kennique Meals Sr. Department Leader, Insurance Edward Jones Chad Mercer AVP Voya Financial Matthew Meyer Assistant Vice President, Customer Solutions Lincoln Financial Group Eric Michaud Director, New Business & Firm Operations New York Life Insurance Company Kyle Milbee DTCC Relationship Manager OneAmerica Financial Partners, Inc.
4 Michael Miller Chief Operating Officer Advisors Excel Dorothy Moore Connectivity Manager Securian J.P. Murphy Director, Information Technology Nationwide Financial Danielle Musante Manager, Relationship Management DTCC (The Depository Trust & Clearing Corporation) Matt Myers Business Relationship Manager Nationwide Financial Jason Naaktgeboren Operations Relationship Manager Transamerica / AEGON Traci Nelson Vice President Annuity Operations Ohio National Financial Services William Nemetz Senior Vice President Primerica Life Insurance Kristoffer Nequin Relationship Manager, Operations Allstate Insurance Company P. Henry Nerida Business Relationship Manager Nationwide Financial Adam Neumann Director of Operations AIG SunAmerica Retirement Markets Andrea Newton Operations Manager Cooperative Technologies, Inc. Frank Norton e-commerce Strategic Consultant Pacific Life Insurance Company John Nowak Director of Operations Advisors Excel Mary Ann O'Brien Lead Controls Manager AXA Lisa O'Malley Client Relationship Manager Voya Financial Lisa O'Neill Director, Senior Relationship Manager DTCC (The Depository Trust & Clearing Corporation) Eric Opiela Electronic Business Director Jackson National Life Brent Osborne Assistant Vice President, Client Solutions Lincoln Financial Group Rene Ostrea Senior Product Manager Charles Schwab and Co., Inc. Tim Owen VP, Product Management Vertafore John Pereira Manager, ecommerce Operations Prudential Financial Jason Pininski Business Operations Consultant MassMutual Financial Group Lisa Pins Lead Product Consultant Brighthouse Financial Christopher Poisella Director, ecommerce Prudential Financial Tamara Polley Relationship Manager Lincoln Financial Group Brian Pottorff IT Director Sammons Financial Group Stephen Powell Business Analyst Protective Life Insurance Company Cynthia Price Service Relationship Manager Prudential Financial Joe Procacini B2B Business Analyst MassMutual Financial Group David Rauch COO & General Counsel Annexus Garth Reiman Operations Relationship Manager Transamerica / AEGON Jim Richards Chief Strategy Officer Annexus Sue Rigio Relationship Manager-Annuity Operations JP Morgan Chase Lincoln Roach Vice President Fidelity Investments Ann Robinson SVP, Business Development RegEd Michela Rogers VP, Sales Supervision Advisor Group Chad Ross Director, Broker Dealer Services & Key Accounts Pacific Life Insurance Company
5 Brian Ross Authorized Officer UBS Financial Services Inc. Pauline Rossbauer VP, Annuities Service Prudential Financial Susan Rossillo Strategic Distribution Partners Operations MassMutual Financial Group Kirsten Ryding Sr. Leader - Individual Annuities Systems Securian Financial Group Melissa Scheuerman VP of Business & Sales Development, Sammons Retirement Solutions Sammons Financial Group Joel Schneck Sales Executive Vertafore Adam Schneider Manager, Ops Business Technology Great American Insurance Group Amy Scott Sr. Department Leader, Insurance Edward Jones Keith Seger Divisional Vice President of Operations Great American Insurance Group Matthew Settergren Director of Business Development Allianz Life Insurance Company Michael Shea ipipeline Marianne Sherman Life & Annuity Program Manager ACORD Richard Short III IT Manager Lincoln Financial Group Edward Sigamani Project Portfolio Manager Guardian Insurance & Annuity Co. Susan Smith Director - Operations Support Athene Annuity & Life Assurance Company Jeanann Smith Director, Product Management DTCC (The Depository Trust & Clearing Corporation) Dan Smith Executive Vice President, Financial Institutions ipipeline Chris Smith Director, Relationship Management Lincoln Financial Group Rachel Smith Business Analyst Lincoln Financial Group Patrick Smith Director - Relationship Management MetLife Heather Smith Business Relationship Manager Nationwide Financial Mark Spencer Assistant Director - Annuity Operations Principal Financial Group Tom Spencer Senior Vice President of Business Development se2 Jeremy Stephenson Head of Business Development Operations Sammons Financial Group Karen Stewart Operations Manager, Vice President Wells Fargo & Company Mark Supplee IT Director Voya Financial Daniel Surber VP of Operations AIG SunAmerica Retirement Markets James Taylor Director - Insurance & Retirement Services DTCC (The Depository Trust & Clearing Corporation) Joe Terry Deputy Chief Compliance Officer Signator Investors Kristie Thompson Principal Edward Jones Patricia Thompson Assistant Vice President, Compliance Pacific Life Insurance Company Sean Tibbs Director, Product Management TIAA Wendell Tobiason Distribution Automation Director Symetra Financial Amanda Tripmacher Operations Relationship Manager New York Life Insurance Company Tom Vano Vice President, Service, Trading, and Operations LPL Financial Amit Vashisht MANAGER Jackson National Life Robyn Vitale Operations Relationship Manager AXA Christine Vorhies Sr. Vice President Operations Transamerica / AEGON
6 Shelley Wallace Vice President; Operations Director Stifel, Nicolaus & Company, Inc. Michael Walters Director, Sales ipipeline Kenneth Weaver Assistant Vice President, Information Technology Lincoln Financial Group Richard Wells Second Vice President - Operations Security Benefit Laura Welsh VP, Client Services Technology Fidelity Investments Lynn Willits Director, Sales Operations Symetra Financial Katie Winslow Business Relationship Manager Nationwide Financial Peggy Wolf ANNUITY TECHNOLOGY ANALYST Securian Natalie Wood Director, Senior Relationship Manager DTCC (The Depository Trust & Clearing Corporation) Rashida Yahya Project Manager CANNEX Financial Exchanges Jennifer Yerly IT Solutions Manager Genworth Financial Jim Young Vice President, Product Management, Mutual Funds and Retirement Broadridge Financial Solutions Inc.
Ops Tech 2016 Attendee List
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