Pierre Bossaert, VP, Advice Solutions at Fiserv, has been a leader in the development of best-in-breed technology solutions for the advisor community for over 20 years. Prior to Fiserv, he held positions at Charles Schwab, Citibank and American Express. Pierre is a CFP® and holds a M.S. degree in Financial Planning.
Joel P. Bruckenstein, CFP, is a longtime technology columnist for Financial Advisor magazine. He is publisher of Technology Tools for Today and a co-producer of the Technology Tools for Today (T3) Conference, the only annual technology/practice management conference for independent advisors. Bruckenstein is an internationally acclaimed expert on technology for the financial service industry. He is the co-author of two books: Virtual Office Tools for a High Margin Practice and Tools and Techniques of Practice Management.
Andrew Clipper is a Managing Director of Citi Investor Services and the head of Product Management and Development for Wealth Management Services in North America. Andy is responsible for OpenWealth the first Unified Managed Accounts (UMH) platform supporting distributors of retail wealth management services such as banks, broker/dealers and insurers. OpenWealth is the winner of the 2011 and 2010 MMI Innovation of the Year, 2010 Product of the Year, 2010 ICFA Most Innovative Product and the 2009 Fund Action SMA Player of the Year.
As managing director and portfolio strategist, Mr. Davidow's primary focus is to provide
strategic viewpoints on financial markets for Guggenheim Investment's ETF business. In this role, he is
also responsible for developing, marketing and positioning the firm's ETF strategy and
training key sales personnel on the use of these products.
Marian Davis is a Director TIAA-CREF's Institutional Client Services division in which she leads a team of licensed financial consultants. Marian has been an active participant and sponsor in TIAA-CREF's Women's initiative and focus on the financial planning needs of women.
Marian holds a Bachelor's degree in Economics from Smith College. She is a FINRA registered representative and holds a number of securities and insurance registrations and licenses.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.
Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing's broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs to help bring customers to Pershing, and help those already with Pershing to manage and grow their businesses more effectively.
Lisa DeSimone is Senior Vice President, Head of Finance and Strategy for the Retirement Plan Services business at Lincoln Financial Group. Lisa is responsible for planning, coordinating, and administering the Retirement Plan Services financial operations to meet the company's overall objectives for the business.
Rocco DiBruno, director of Thornburg's Retirement Group, has over 25 years experience working with financial advisors and plan sponsors in retirement plan sales, consulting, marketing, and product development. Prior to joining Thornburg, Rocco was vice president and regional sales manager at Merrill Lynch. Rocco is a graduate of Temple University in Philadelphia, PA and has a BA in Business Management.
John Diehl is senior vice president, Strategic Markets for the Wealth Management segment of The Hartford. Diehl is responsible for enterprise marketing programs, including The Hartford's relationship with the MIT AgeLab. In addition, he overseas Advanced Markets, which provides training for financial advisors in advanced financial planning concepts.
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