2014 Retirement Industry Conference
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1 2014 Retirement Industry Conference Attendees Titles and Companies Title Strategy and Planning ASW Technology Lead Life and Annuity Sales/Marketing Product Lead for Life and Annuity Software Product Specialist Sales Sales Chief Executive Officer Associate, Strategic Initiatives Managing Consultant Vice, Product Research and Innovation and VP & Vice, Managing, Sr. Product Chief Distribution Officer Sr. Vice of Sales VP Consumer Marketing & Solutions Professor Senior Counsel Sr. Marketing Manager, Product Development Sr. Vice, Financial Planning and Advisor Business Development Group 2nd VP & Assoc Product Research Analyst Consultant Market Research Analyst VP Annuity Product Managing, Head of Association Business Senior Lead, Annuity Product Implementation Senior & Company AARP Services, Inc. Adrea Rubin Marketing, Inc. AIG AIG AIG AIG Life and Retirement AIG Life and Retirement AllianceBernstein Allianz Life Allianz Life Allianz Life Allianz Life American College & instream Solutions American Council of Life Insurers Americo Ameriprise Financial Ameritas Life Insurance Corp. Ameritas Life Insurance Corp. Aon Hewitt Athene USA Athene USA AXA AXA AXA Equitable AXA US 1
2 Head of Insurance & Annuities VP Assistant Commercial Manager Commercial Manager Commercial Manager Commercial Manager Department Manager Department Manager Executive Superintendent Training Coordinator Training Coordinator Principal Principal Vice - Sales & Marketing CEO (QWeMA) Chief Operating Officer EVP, Client Solutions Managing Vice Senior, Sales Product Support Manager - Annuities and CEO Sr., Sales CEO & Founder EVP of Business Development Associate, Business Development Senior Analyst, Annuity & Life Insurance Sr. VP Marketing VP Product, Actuarial Management Bank of America Merrill Lynch Behavioral Research Associates BlackRock Brightwork Partners C Devine & Associates CAB Consulting Canada Life Reinsurance CANNEX Financial Exchanges Limited CANNEX Financial Exchanges Limited Castle Rock Innovations, Inc. Charles Schwab Charles Schwab Charles Schwab Charles Schwab CIC CMFG Life ComedySportz of Chicago, Inc. Communication Intelligence Corporation (CIC) Competiscan Competiscan Co-operators Life Insurance Company Corporate Insight, Inc. Corporate Insight, Inc. CreativeOne CreativeOne 2
3 Market Research Program Consultant National Sales Senior Regional Insurance Associate VP- Product Executive CFO CUSD 300 Partner Davis & Harman LLP Benchmark Client Relationships Deloitte Consulting LLP Industry Relationships Deloitte Consulting LLP Senior Marketing Consultant Desjardins Insurance Sr. Vice- Group Retirement Savings Desjardins Insurance DST Retirement Solutions DTCC Sales Earthintegrate Sales Earthintegrate Senior, Enterprise Sales Ebix Inc. Sr. Sales Executive Ebix Inc. Product Leader - Annuities Edward Jones Sr. IRA Product Leader Edward Jones Market Research Consultant Empire Life Vice, Wealth Management Solutions EquiSoft Inc VP Insurance Business Development EquiSoft Inc VP Insurance Division EquiSoft Inc Product Development and Marketing Equitable Life of Canada Product Development EquiTrust First Vice Human Resources Operations Equity Residential Principal Ernst & Young Ernst & Young Senior Actuarial Analyst Ernst & Young Actuarial Advisor Ernst & Young LLP Principal Ernst & Young LLP Manager, Wealth Management Family Guardian Insurance Co. Ltd. VP, Investments Family Guardian Insurance Co. Ltd. Life Sales Development VP FBL Financial Group, Inc. Chief Distribution Officer Fidelity & Guaranty Life, Product Development Fidelity & Guaranty Life SVP, Research & Development Fidelity Investments Vice & Fidelity Investments VP, Global Benefits Solutions Fidelity Investments CEO Financial Finesse Financial Consultant First American Investment Services Annuity Product Mgr First Command Manager, Sales Support Team First Command, VAIO Sales Franklin Templeton Head of Institutional Canada Franklin Templeton 3
4 Head of Investment-Only Division- U.S. Vice, DC Strategy, Product Development Senior Business Strategy Analyst Senior Product Analyst, Retirement Programs Private Wealth Advisor Attorney Assistant VP - Product Development, Wealth Management, Product Marketing Associate Manager Wealth Manager Product Marketing Vice-, Sales & Marketing, Group Retirement Services Research 2nd Vice Sr. Competitive Intelligence Analyst VP, Head of Operations National Relationship Manager Manager Retirement Product Development Vice National Sales VP Product Mgt. Assistant Professor of Marketing Managing CEO Vice, Group Savings and Retirement Product Accounting Manager Sr. Business Development Manager SVP Retirement Services Head of Competitive Intelligence and Reporting Head of Pricing EVP, Engineering & CIO VP, ForeSight Product Management Contributing Editor Reporter Managing, Financial Institutions Franklin Templeton Franklin Templeton Genesis Financial Development Inc. Genworth Financial Genworth Financial GGYAXIS Glencore Canada Corporation Goldstein & Associates Goodwin Procter LLP Great American Insurance Group Great American Insurance Group Great-West Life Great-West Life Great-West Life Greenwald & Associates Greenwald & Associates Guardian Life Guardian Life Guardian Life Guardian Life Guardian Life Guardian Retirement Solutions GuideStone Financial Resources Horace Mann Horace Mann IDC Herzliya Imprint Income Discovery Industrial Alliance Industry Fund Services Infosys McCamish Systems Infosys McCamish Systems ING ING Insurance Technologies Insurance Technologies InsuranceNewsNet, Inc. Investment Executive J.P. Morgan Janus 4
5 Vice, Managing Financial Institutions VP, Personal Financial Services, Business Development, Product Development, Life Insurance Vertical VP & GM Life Vertical Vice, Independent Channel Sale Representative Sales Executive Assistant Research Assistant Research Associate Analyst Associate Research Consultant Associate Research AVP Client Relations Manager, Retirement Clients and Products Client Relationship Client Relationship Corporate Vice and, Conferences, Public Relations International Conference Intern Meeting Planner Multimedia Multimedia Support Assistant Research Communications Manager Senior Conference Coordinator Vendor Relations Vice Senior Meeting Planner Managing Associate Managing Associate Managing Senior Analyst Senior Business Analyst and CEO Competitive Intelligence Analyst Product Analyst Senior Product Analyst Variable Annuity Product Analyst Janus Capital Group John Hancock LearnVest Legacy LexisNexis LexisNexis Liberty Life Assurance Company of Boston LIDP Consulting Services LIDP Consulting Services LIDP Consulting Services and Secure Retirement Institute Secure Retirement Institute Secure Retirement Institute Secure Retirement Institute Secure Retirement Institute,, and LL Global 5
6 Vice VP of Sales Delivery Actuarial Consultant AVP Member Solutions Editor, Resource Managing, Secure Retirement Institute Meeting Planner Member Solutions Member Solutions Sales Associate Second Vice -Education & Training Senior Vice Senior Vice Sr Associate, Education and Training Manager, Product Development and Pricing AVP & Head of Guaranteed Investment Products of Variable Annuities of Client Development AVP Product Management AVP Strategy & Competitive Intelligence AVP, Business Development Competitive Research Consultant National Government Practice Leader Corporate Vice - Product Solutions Management Sr. Expert Advanced Sales Consultant Market Research Consultant Regional Advanced Sales Senior Market Research Consultant VP Consulting Financial Risk Management, Practice Leader Manager, Advanced Sales Senior Product Analyst Managing Principal Partner Lincoln Life London Life Manulife Financial Manulife Financial Manulife Financial MarketBridge MassMutual MassMutual MassMutual MassMutual MassMutual Max Life Insurance McKinsey & Company MetLife MetLife MetLife MetLife MetLife Milliman, Inc. Milliman, Inc. Modern Woodmen of America Modern Woodmen of America Montgomery Retirement Plan Advisors Morgan Lewis & Bockius 6
7 Product Performance Regional Sales Manager Marketing Manager Associate Vice Associate Vice AVP Annuity Brand Marketing Product Sr Specialist Senior Consultant Senior, SVP Vice Senior Vice Analyst CEO & Managing Partner Senior Principal Senior Principal Advanced Income Solutions Corporate Vice Corporate Vice CVP &, Annuity Marketing, Annuity Marketing, Variable Annuity Product Development Managing Marketing Manager Product Specialist Variable Product Management Assistant - Annuities Compliance Consultant - Annuity Customer Services, Annuities Marketing Consultant Media Relations Wealth Management Advisor Principal VP, Divisional Sales Manager 2nd VP, Annuity Product Management Actuarial Coordinator, Annuity Product Development Vice, Retirement Plan Services Mutual of Omaha Mutual of Omaha National Life Group Nationwide Insurance NEOS LLC NEOS LLC NEOS LLC NEOS LLC Novarica Ohio National Ohio National Financial Services Ohio National Financial Services Ohio National Financial Services 7
8 Manager, Annuity Administration Vice Vice, Product Development AVP, Product Development &, ISP Product Design and Field Vice Senior Advanced Marketing Consultant SVP, Product Design Vice, Marketing Manager Competitive Information Second VP Pricing - Annuity Products Executive Vice, Account Manager CEO AVP & National Practice Leader Competitive Intelligence Executive Advisor Marketing Strategist Sr. Research Analyst Chief Global Economist Vice Strategic Planning & Business Development 2nd Vice 2nd Vice AVP - Market Intel AVP Product Marketing Product Development Program Management VP, Product Development, Platform Strategy Senior Analyst Vice VP Vice, National Accounts Market Research Specialist Vice Managing Professor Ohio National Life OneAmerica Financial Partners OneAmerica Financial Partners OneAmerica Financial Partners OneAmerica Financial Partners Penn Mutual Penn Mutual Phoenix Physicians Mutual PIMCO PRI Pensionsgaranti Principal Global Investors Principal International, Inc. Prudential Prudential Prudential Prudential Annuities Prudential Retiremenet Prudential Retirement Prudential Retirement P-Solve Purdue University 8
9 Head, Wealth Products Editor Reporter VP Annuity Product Development VP Annuity Product Development & Management Channel Management - Sales of Sales, Sales Global Head of Insurance Managing, Channel Management Vice Vice, Annuities Senior Competitive Analyst of Business Development Manager Business Development Vice Business Development Vice Strategic Development Development Manager Senior Vice Annuity Product Consultant, Individual Annuity Product Development Manager, Annuity Marketing Second Vice and Vice Vice, Retirement Plans, Retirement Technology AVP and Vice, Product Development VP CIO of Finance & Administration Managing Partner Managing Managing of Research Professional Development Manager Staff Fellow - Retirement Systems Manager Annuity Tax and Technical Services, Product Development RBC Insurance Retirement Income Journal Reuters RiverSource Life RiverSource Life Sagicor Life Jamaica Sammons Financial Group Sammons Financial Group se² se² se² se² SECU Life SECU Life Securian Retirement Security Benefit Security Benefit Security Benefit Security Benefit Sheridan Road Financial Simple Truth Simple Truth Society of Actuaries Society of Actuaries Society of Actuaries Society of Actuaries Soleares Research LLC Southern Farm Bureau SSQ Financial Group 9
10 VP Marketing Associate Vice-, Business Solutions AVP, Spread Business Actuarial Analyst Manager Mutual Funds Analyst Sales Sr. Business Development Executive Senior Manager Editor Editor, Product Design and Management, Wealth Product Development Vice, Client and Business Development, Group Retirement Services Marketing Manager Vice Managing Partner SVP, Head, Longevity North America AVP, of Product Management VP Retirement Product Management Head, Retirement and College Products Market Research Manager Retirement and College Product Development Vice Investor Marketing Manager Professor Actuarial Analyst Attorney CEO Asst VP Retirement Plan Services, RP Plan Services Operations VP RP Plan Services, Product Management Managing Institutional Product & Pricing Management Senior Employee Services VA SSQ Financial Group Standard Life Standard Life State Farm Insurance State Farm Insurance State Farm Insurance State Farm Insurance StoneRiver StoneRiver Sumitomo Life Insurance Company Summit Professional Networks Summit Professional Networks Sun Life Financial Sun Life Financial Sun Life Financial Sun Life Financial SunGard SunGard SVM Business Advisory, Inc. Swiss Re Symetra Symetra T. Rowe Price T. Rowe Price T. Rowe Price T. Rowe Price T. Rowe Price TD Ameritrade Texas Tech University The Nyhart Company The Nyhart Company The Nyhart Company The Nyhart Company The Standard The Standard The Standard Thrivent Financial TIAA-CREF TIAA-CREF TIAA-CREF TIAA-CREF Transamerica 10
11 VP & Retirement Vice -Not For Profit Markets VP Product Development The Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics Prod Mgmt Prod Mgmt Prod Mgmt Manager Product Mgmnt Manager- Life & Annuities Software Manager Project Manager Business Development Manager Strategic Account Relationship Manager VP, Business Development EVP, of Institutional Retirement & Trust SVP Reinsurance SVP, of Annuities Vice, VP & Senior VP, Senior, Product Development & Implementation Product VP, Product Management of Programs Executive Vice of Business Development Sales Transamerica Life Insurance Company Transamerica Retirement Solutions Transamerica Retirement Solutions Transamerica Retirement Solutions University of Chicago Booth School of Business USAA USAA USAA USAA ValueMomentum Inc Vanguard Vanguard Vanguard Venture Solutions Venture Solutions Wealth Management Systems, Inc Wealth Management Systems, Inc. Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Reinsurance Western & Southern Financial Group Western & Southern Financial Group Western & Southern Financial Group Western & Southern Life WISER Woodmen Financial Services Working in Support of Education XTRAC Solutions XTRAC Solutions 11
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