Speakers
Betsey Chung
Betsey is the SVP and Chief Marketing Officer, Canadian Banking. Betsey leads the TD marketing team across all Canadian lines of business including responsibility for the digital marketing ecosystem – real time and targeted marketing, social and content. She is a key member of the executive leadership team for each of the Business Unit and Marketing Operating Groups.
Betsey has over 25 years of experience in the financial services industry, working in the UK, Europe, US, and Canada. In each of her roles, she has been a change agent for organizations who want to achieve growth objectives through Big M marketing. She most recently spent 7 years with BMO Financial Group where she was the Chief Marketing Officer of Banking and Wealth, for all global geographies. She led the digital transformation of the marketing organization and attained No.1 in digital sales for 4 consecutive years. She also developed the BMO Wealth Management brand reaching a leadership awareness position in the industry.
Betsey established her analytical and digital marketing acumen early in her career. Firstly, as an Executive Strategy Consultant with KPMG in the UK, where she led marketing and digital strategies for FTSE 100 companies. She then joined American Express where she spent 8 years on the senior leadership team, accountable for Direct and Digital Marketing, Product and P&L management for cards, lending and insurance portfolios. Betsey has won the CMA Awards for Best Digital Financial Services Campaign and Best Media Execution for The Aviva Community Fund and Best Integrated Campaign for Business Gold Rewards.
Having two daughters, Betsey is a Diversity and Inclusion advocate and on the Board of Havergal College and Marketing Committee for Catalyst. Betsey completed her MBA at London Business School in the UK, and also has her Chartered Accountancy designation.
John T. Renz
John leads the marketing copy, content, advertising, and social media efforts for Prudential Workplace Solutions Group, which is made up of Prudential’s two US businesses that focus on providing financial wellness solutions to employers, institutions, and organizations: Prudential Group Insurance and Prudential Retirement.
John has more than 20 years experience telling stories, building brands, and creating advertising for some of the world’s most known and respected brands, including Prudential, MetLife, and Dow Jones. He is the winner of numerous industry awards for communications and creativity in all media and is proud to have been one of the first to work on the web, way back when you had to dial into it using a phone line. John lives in New Jersey with his tolerant wife, two remarkable sons, and sassy dog.
Jennifer Ishiguro
Marc Ferrentino
Marc Ferrentino is Yext’s Chief Strategy Officer and is responsible for the company’s product development, partnerships, corporate development, and strategic initiatives. Prior to joining Yext, he was the Founder and CEO of Nomi Technologies, which was acquired in 2014.
Marc has worked as a senior executive for high-growth tech companies throughout his career, including serving as the Chief Technical Officer of SaaS at BMC Software and Chief Technical Architect for Salesforce.com. He has been active in the New York tech scene for 20 years and currently advises several startups.
Marc holds a B.S. in Electrical Engineering from the University of Michigan and has participated in Columbia University's program for M.A. in Statistics.
David Bradfield
David is an integrated marketing and communication leader who thrives on change and innovation. Clearly, he’s at the right company. David believes a brand is only as strong as the customer’s last experience. At Economical, he leads the strategic direction for the Marketing and Communication team to ensure the brand and corporate narrative resonates – both within and beyond the company.
David holds a Bachelor of Arts in Communication from Wilfrid Laurier University (Waterloo, ON) and a post-graduate certificate in Public Relations from Humber College (Toronto, ON). He emerged early in his career as a digital communication and online PR pioneer, growing his expertise to take on roles in social business and digital marketing, working in Toronto and New York.
He passionately manages teams dedicated to delivering communication and marketing strategy, digital and content marketing, employee and broker communication, media and public relations, creative services, corporate and broker events, translation services, and specialized communication teams for demutualization and Sonnet – the digital direct brand within Economical.
David is known for his calm confidence as he thoughtfully connects the dots across the entire organization — aligning brand experience with business priorities.
Stephen Allcock
Gwynne Fane
Gwynne is a seasoned marketing communications professional with more than 17 years’ experience growing wealth and fintech brands.
As Vice President, Marketing Communications, Gwynne is responsible for the marketing evolution of Canada’s first and largest independent robo advisory, WealthBar Financial Services. In her role, Gwynne leads a high performing team of marketing and creative professionals who work together to achieve the firm’s aggressive growth plan.
Prior to joining WealthBar, Gwynne lead the marketing efforts for the national wealth management arm of the Canadian credit union system, Credential Financial. While at Credential, Gwynne’s portfolio included developing marketing strategies for the firm’s online and full-service brokerages, life insurance and financial planning divisions and a variety of investment products. Leading a team of marketers and creative professionals, Gwynne was responsible for the ongoing wealth marketing efforts in support of over 1,000 credit unions from across the country.
Prior to joining Credential, Gwynne spent several years in progressive marketing roles at Vancouver-based real estate investment trust, CHIP REIT, and working for fintech pioneer, Ernex Marketing Technologies, a subsidiary of RBC.
Suzzette Chapman
With over 25 years in the financial services industry, Suzzette has both a depth and a breadth of knowledge that spans a wide variety of business areas from distribution to marketing and branding.
Suzzette started on the distribution side of the business where she spent more than half of her career. Here she learned the business from the ground up by working directly with financial advisors to create their marketing plans and materials.
In 2005, Suzzette moved to the product side of the business and has progressed rapidly through increasing levels of responsibility to the SVP position she now holds. One of her biggest challenges, and biggest accomplishments, was leading the rebranding of Transamerica Life Canada to ivari in 2015. This demanding task touched all aspects of the business and clearly demonstrated Suzzette’s ability to successfully manage both the business and ivari’s people, through a complex transition.
In her current role as Senior Vice President, Marketing, Communication and Human Resources, Suzzette is able to apply her vast array of skills to leading three very active and challenging divisions of ivari.
Shannon Sloan
After 9 years at Reuters managing financial data for North America, Shannon joined Rich Media in 2001 as the company began developing more complex projects in the financial industry. Shannon has her CSC designation, and has managed international projects across Toronto, UK, and Singapore. Shannon excels at translating needs and expectations into high quality, expectation-exceeding digital projects. Shannon was recently invited to speak at the CFIAT conference specifically about accessible- friendly tools in the financial industry. Her commitment to clients is even stronger than her commitment to science fiction, TV shows and movies.
Jonathan Ranger
JR is the CCO of Evergage, leading the Customer Success organization and post-sales operations. Prior to joining Evergage, JR headed sales and service before being promoted to CCO at Kampyle, a leading customer feedback and “voice of the customer” solution provider. Ranger was also a top executive overseeing professional services during his seven-year tenure at LivePerson, a behavior-targeted online chat company, where he helped grow revenues from $6M to $140M. JR earned his BA from the University of Massachusetts, Amherst.
Shane Closser
Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads all financial services-related activities, including strategy, product, and ISV and GTM partnerships.
Shane is a published author and award-winning speaker; his research has been recognized by leading advisor firms and top software vendors.
With over 18 years of experience in Financial Services and High Tech, Shane specializes in strategy, product management, digital platforms architecture, and managing large transformational programs.
Before joining Yext, Shane was a Global Managing Director at Accenture serving as the Global Digital Platform Head and NA Marketing As A Services (MaaS) Head.
Jeremy Miller
Jeremy Miller is a Brand Strategist and the bestselling author of Sticky Branding. He helps ambitious teams grow their businesses and brands to the next level.
Jeremy comes by his expertise honestly. After watching his family’s business nearly hit rock bottom, he was forced to take a hard look at the way the company was run and at their industry as a whole. Jeremy realized it wasn’t his company's sales people or marketing processes that were failing, it was the brand. This insight caused him to regroup, revamp, and rebrand the business. Within a year, the company turned the corner and rocketed into growth mode. And in 2013 he sold the business.
It was this experience that compelled Jeremy to embark on a decade-long study of how companies grow recognizable, memorable brands — what he calls Sticky Brands.
One of Jeremy’s key discoveries from the research is everyone is creative, provided they’re given structure. Jeremy shows organizations of all sizes how to unlock the creative genius of teams to solve complex sales and marketing challenges. As an inspirational keynote speaker, his blend of humor, stories, and actionable ideas will inspire you to innovate and grow your business and brand from the inside out.
For more information visit www.StickyBranding.com.
Dave Haber
As CMO of Montreal-based fintech Mylo, Dave has lead customer acquisition programs that have earned the saving and investing app the rank of the most popular robo-advisor in the country. A 20-year digital marketing veteran, Dave has driven acquisition, engagement and retention strategies as an advisor to TD Canada Trust, Scotiabank, Amazon, Air Canada, TELUS and more.
Kerry-Ann Betton Stimpson
Kerry-Ann has been a financial services marketer for 18 years, leading the marketing function at major financial services companies in her home country, Jamaica. A firm believer in the need to implement out-of-the-box digital marketing tactics, to drive deeper customer engagement and create the win for brands, her current role as Group Chief Marketing Officer, at JMMB, includes the overall leadership of marketing strategy development and execution, including digital marketing and customer insight management. She has an MBA in Marketing from the Robert H. Smith School of Business, University of Maryland, College Park, Maryland.
Brent Korte
Brent Korte is senior vice president and chief marketing officer at Ameritas Life Insurance Corp. His role includes making customers and associates feel awesome about every interaction they have with Ameritas. This involves functions like marketing, digital, communications, community relations, innovation, and customer experience, just to name a few.
Before joining Ameritas, Brent spent over 20 years in the financial services industry with companies across the country including LPL Financial, BlackRock/iShares, T. Rowe Price, Principal Funds and Washington Mutual. He has won numerous industry awards in advertising and marketing communications. Brent holds his B.A. and M.B.A. from the University of Washington Foster School of Business.
Outside of work, you’ll find Brent on the board of directors for Ameritas Investment Corp., the Lincoln Chamber Economic Development Cooperation, and the Lied Center for Performing Arts.
He and his wife, Robin, live in Lincoln, Nebraska. Their son is a freshman at Purdue pursuing a major in aerospace engineering, and their 16-year-old daughter is an aspiring professional ballerina.
Justin Hoffman
Justin Hoffman oversees PSA’s business development initiatives. His focus includes sales leadership, Account Executive support and recruiting, sales training and CRM technology. He also oversees the PSA Marketing Department as Chief Marketing Officer.
The majority of his career has been spent at financial services firms, managing brand development initiatives, advertising, public relations and electronic marketing. Prior to joining PSA in 2007, he led M&T Bank’s sports marketing assets, overseeing relationships with the Baltimore Ravens, Buffalo Bills and other sports franchises.
Archie Sachdeva
Archie is a director, strategic marketing, in the Individual Insurance Group at Manulife. Archie leads the marketing and account management for large sponsors such as CAA and Walmart. She is responsible for strategic planning, sponsor co-ordination, development and execution of marketing plans for her clients.
Archie has over 18 years of marketing experience in a variety of industries including advertising, telecom, consumer goods and insurance. She has experience in various facets of marketing including direct, digital, social, corporate, retail and advertising. In each of her roles, she excelled by demonstrating excellent strategic thinking, leadership, customer centricity and problem solving capabilities.
Her core strength lies in her ability to strategize by being customer focused, use data and technology to plan, integrate multiple channels to build effective marketing plans and deliver result-driven campaigns.
Archie is known for her high energy and “never give up” attitude within the organizations that she has worked in.
Julian Mills
Jo Ann LeClair
Jo Ann is an analytics translator who brings business value to advanced analytics and Machine Learning/AI. Her focus is on using an agile approach to move initiatives forward and ensure buy-in. Her experience includes: International and Canadian financial services, full spectrum of analytics from descriptive to prescriptive grounded in a business understanding. She has been a speaker at a number of Marketing and Innovation forums.
Scott Spjut
Scott Spjut is an writer and editor with more than 12 years of experience in digital marketing, editorial management and content creation. After a short stint as a journalist with aspirations of a career speaking truth to power, he has since spent his time as a content marketer. Ultimately, he still gets to tell stories—so it's all worked out. He is currently the Assistant Vice President, Social & Digital Content with Fifth Third Bank, and was previously on the agency side as part of the Omnicom network.
Rafael Delgado Aparicio
Rafael Delgado is a marketer with 15 years of experience and recently transferred to Canada as Head of Digital Marketing and Sales at Scotiabank’s Digital Factory. In his role, he provides strategic support to the Canadian Retail & Business organization in driving awareness, engagement, acquisition and growth through its digital channels and plays a prominent role within the digital banking Canadian leadership team.
Raf joins us from Lima where he led the integrated marketing team as the Director of Marketing and Corporate Social Responsibility at Scotiabank Peru - responsible for leading both traditional and digital marketing. In 2017 he led the launch of the Digital Factory in Peru, fostered diversity and inclusion campaigns as well as spearheaded go-to-market strategies for new digital products including Scotiabank Peru’s new mobile App.
Prior to Scotiabank, Raf ran eCommerce platforms in retail and beauty industries: led the redesign for Falabella.com and launched eCommerce sites for three brands at Belcorp. In addition, Raf has also held progressive roles at Sony Music, RCA Music Group, Columbia Records in New York and Sony Music Entertainment in Miami.
Rafael holds a degree in Clinical Psychology from Pontificia Universidad Catolica del Peru and a master’s degree in Music Business from New York University.
Steve Livingstone
Steve has more than 25 years of experience in the Canadian Home & Auto insurance marketplace. From underwriting, to portfolio management, to operational roles, with organizations ranging from Chubb Insurance, to RBC Insurance, Aviva and RSA, Steve’s path has gained him a familiarity with every facet of both brokerage operations and direct insurance operations. And on top of all that, he’s worked in Toronto, Vancouver, Calgary and Waterloo, thus having the opportunity to see and work in a diverse number of settings and situations across the industry. Steve’s expertise is focused on driving change and developing unique and innovative ways to package and distribute insurance. At aha Steve is responsible for helping drive its strategic direction, develop and manage key partnerships, support the development and execution of the value proposition, and lead the team in building the unique culture that is fundamental to any start-up.
Khari Gaynor
Over 18 years of experience developing and implementing customer-centric digital marketing strategies leading to growth in both market-share and brand awareness for national and global brands. Khari has played an essential role in successful digital product launches in the banking, credit card, and insurance sectors.
Marianne Forrest
Marianne has 20+ years’ experience leading Digital Marketing and eCommerce programs, focusing on integrating technology, strategy and creative that delivers business results for prominent global and Canadian brands.
Her expertise lies in transforming data and insights to optimize the customer journey across online and offline properties. She has successfully deployed and managed a variety of marketing technology tools supporting cross channel customer experience management.
Marianne is currently Director of Optimization & Personalization at CIBC.
Stewart Ellis
Stewart is a seasoned digital marketer, designer, and developer, with over 20 years of experience designing and building websites and crafting online user experiences. In his role at Sprott, Stewart oversees all Sprott web properties, its mobile apps and the implementation of its marketing automation platform. With a background in music and (pre-digital) marketing, Stewart made the move online in the late nineties, initially working at a web development agency and one of the original dot coms. In 2000, Stewart started his own consultancy, where his work spanned a range of sectors including financial services, aviation, real estate, energy, government, and pharma. Always a strong advocate for both the brand and the user, Stewart's approach is to craft digital solutions that work for all.
Simon Wyse
Simon Wyse is the Senior Director of Free Credit Score Platform, Borrowell, a financial technology company that helps Canadians make great decisions about credit. Borrowell is the first company in Canada to offer credit scores for free and now helps over 900,000 Canadians. Previously, Simon has worked in various product and business management roles in Financial companies both in Canada and the UK. He holds a B.Sc in Computer Science.
Karin McNabb
Karin combines her entrepreneurial spirit with nearly 25 years of experience in business development, marketing and communications, product management and business intelligence to lead IAIC’s marketing and communications activities.
Karin has worked as a self-employed consultant in the high-tech and financial services industries and has held senior level roles in companies like Research in Motion, RDM Corporation and Manulife Financial. Karin has served and been the chairperson on several key financial services committees including: the ETA Technology Committee, NACHA ECC Communications Committee, ANSI X9B and the FSTC.
Karin holds a Bachelor of Arts degree in English from the University of Waterloo and in December 2017 earned the Chartered Marketer designation from the Canadian Marketing Association (CMA).
Amanda Bortolus
As a well-rounded insurance professional, Amanda Bortolus possesses more than 10 years of experience extending from program management and claims handling to the marketing of professional insurance services. Amanda commenced her career as a program manager at a small insurance brokerage handling personal lines, residential claims, managing and marketing a portfolio of 20 Home Warranty Programs. She later joined a large insurance carrier as an account manager within their Financial and Professional Liability Services Underwriting division.
In 2011, Amanda entered the consumer packaged goods industry as an account and marketing manager, overseeing a vast portfolio of clients while developing and implementing integrated marketing/sales initiatives and strategies. Returning to the insurance industry in 2012, Amanda joined a national independent adjusting firm in a managerial role within their marketing team, responsible for overseeing marketing and branding objectives and strategies, while managing the day-to-day operations of the department. For the last four years, Amanda has held the position of marketing director at Crawford and Company (Canada) Inc. overseeing the marketing and communications functions of the organization.
Complimentary to her professional experience is her educational background which consists of an Honours Bachelor of Arts degree, Canadian Risk Management designation, Digital Marketing Management, Direct Marketing and Advanced Email Marketing certificates.
Courtney Wattie
Courtney is a digital marketing leader, who focuses on insights driven, results oriented, growth marketing. She has pioneered digital marketing departments for a variety of large scale publicly traded companies, helping her internal business teams navigate the current environment of digital disruption.
As Director of Marketing at PayBright, a Canadian instant financing technology solution, her mission is to envision the strategic multi-year marketing vision and create new digital experiences and storytelling to accommodate the developing landscape. Courtney leverages new technology to automate systems, rearchitect data, design and innovate customer journeys and deliver industry leading marketing capabilities. Courtney's experiences combine digital marketing, design and innovation to best leverage emerging technologies and drive national growth for PayBright.
Ankita Sharma
Ankita is a seasoned marketing professional with over 8 years of strategy and communication experience. She is currently the Senior Marketing Manager at Moneykey Inc. where she plays a pivotal role in building marketing strategies for customer acquisition and retention. She specializes in using data to build personalized experience for the customers. Ankita leverages new technology to automate systems, rearchitect data, design and innovate customer journeys to deliver business results.
Ankita runs a successful marketing blog and is considered among the top Martech influencers in North America. She has a bachelors in electronics engineering and a masters in Fashion management which explains her passion for technology and creativity.
David Duke
David leads the Capital One Canada Performance Marketing and CapitalOne.ca website teams which are responsible for helping Canadians find the right credit card.
Having worked in marketing for more than 10 years in roles ranging from product management to performance marketing, David believes that creating distinct and compelling value for customers is at the heart of successful marketing. He's also a strong believer in the power of data driven advertising and marketing's role as a profit centre for business. David has spent his career in both the technology and financial services sectors and is passionate about the intersection of the two. He holds an MBA from the Rotman School of Management.
Robert Shields
Avneet Sandhu
Kobi Gulersen
Grace Mistry
Grace Mistry is the Head of Marketing, Business-to-Business (B2B) and Personal Wealth Advertising. Grace is responsible for the strategic planning, development, coordination and execution of all advertising associated with the B2B and Wealth functions across BMO Financial Group, which encompass BMO Capital Markets, North American Commercial Banking, North American Global Asset Management and Personal Wealth Management. Grace focuses on strategically incorporating advertising into marketing efforts to support relationship-driven businesses, demonstrating thought leadership, highlighting best-in-class offerings and service capabilities to target audiences in their journey.
Grace joined BMO in 2004 and is known for delivering client-centric, award-winning, data-driven journey-based B2C and B2B marketing strategies to advance the brand and achieve customer and revenue goals through a digital-first lens and traditional practices. She brings proven performance in linking corporate vision with the delivery of results through transformational leadership focused on empowerment, development and utilization of people, processes and technology.
Patrick Kehoe
Patrick Kehoe has over 25 years of experience delivering business solutions for document processing, customer communications, and content management. As EVP of Product Management at Messagepoint, Patrick drives product strategy and messaging in collaboration with Product Development. Prior to joining Messagepoint, Patrick was Worldwide Head of OpenText Exstream. He has managed, architected, and delivered comprehensive solutions, including BPO for customers in financial services, banking, healthcare, manufacturing, and retail/distribution markets. Patrick has an acute understanding of how to achieve results by focusing on the customer, identifying the problem, and applying the appropriate technology.
Christopher Young
As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Experience Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs.
Stratos Engel
Stratos is data-driven in every decision. In his current role Stratos oversees digital acquisition strategy for Equitable Bank and the recently launched digital-only retail bank, EQ Bank. Stratos began his career and brings his expertise from within the media agency space developing campaign strategies from automotive to national telecom clients. And so understanding it’s a balancing act between creative thinking and analytics that has led to EQ Bank to surpass its acquisition targets year after year through paid search and social, partnerships, and display channels. On his spare time, Stratos is an avid painter and cook. He loves basketball and snowboarding with a passion, and is currently learning Spanish.
Chris Andrew
AJ Pratt
AJ co-founded Launchfire in 1999 and has since helped guide promotion strategies for their impressive list of awesome clients. What do those clients like most about him? Two things:
1. He’s always focused on driving ROI.
2. He’s a straight shooter who’s always got their best interests at heart. Even if it means he’s got to call BS from time to time!
Kristi Henry
Kristi has been working in Public Awareness at CDIC for over 10 years and manages the Corporation’s advertising campaign and marketing initiatives. Prior to joining CDIC, Kristi worked in Public Relations in the financial industry.
Kristi holds a Honours Bachelor’s degree in English from Carleton University.
Maria Gregory
Maria is the Senior Director, Marketing and Communications, for Simplii Financial, the direct banking division of CIBC.
Maria leads the brand marketing and communications strategy, and oversees direct, digital, and offline marketing for the brand. She has more than 15 years of marketing experience building Canadian and Global brands. Maria began her career in technology start-ups, and has spent the majority of her career in consumer packaged goods at Johnson & Johnson and Pfizer.
Maria has a MBA from John Molson School of Business in Montreal and a Chartered Marketer designation. Prior to her marketing career, Maria was on the national rowing team, and won an Olympic silver medal in the women’s eight.
Eric Singer
Eric (@eric4363) is the Canadian partnership lead for Financial Services and Telecom at Pinterest, where he works with top tier brands on their Pinterest digital marketing strategy. Before Pinterest, Eric spent 10 years working client-side at TELUS and Public Mobile, most recently serving as the director of digital marketing and campaign management where he led the teams responsible for search, display, programmatic and direct marketing campaigns for TELUS’ wireless and residential lines of business. Earlier in his career, he was a management consultant at Accenture and also worked as a senior product manager for DoubleClick. Eric has an MBA from The Richard Ivey School of Business where he was the class gold medalist. He is currently saving ideas about rain jackets, basement decor for pre-teens and barbecues.
Todd Eckler
Jon Vassallo
Jon Vassallo is the Director of Partnerships for Ratehub Inc, Canada's largest personal finance comparison site, and the General Manager of MoneySense, Canada's favourite money lifestyle magazine. Jon's experience with marketplaces started at Kijiji (an eBay company) where he lead the sales strategy for Kijiji's new retail product, Admarkt. At Ratehub Inc, Jon is focused on helping providers leverage their platform to reach their acquisition goals, and ensure Canadians have access to relatable, relevant and unbiased personal finance content.
Aaron Andalman
Aaron Andalman is the CSO and co-founder of Cognitiv. As a startup veteran, top CS graduate from Stanford, and PhD in Neuroscience from M.I.T., Aaron specialized in neural networks at Stanford for six years before founding Cognitiv. As a Postdoctoral Scholar, Aaron was awarded the prestigious Helen Hay Whitney Fellowship and focused on developing advanced computational microscopy methods and data analysis techniques to better understand learning and memory. In the process of earning his PhD at MIT, Aaron discovered two fundamental functions of cortical-basal ganglia neural circuits for the acquisition of new motor skills; techniques included in-vivo awake-behaving electrophysiology, localized pharmacological manipulation, light field microscopy, optogenetics, two-photon microscopy, and computational modeling with recurrent neural networks. Aaron’s research on learning in neural systems is published in several prestigious journals (Cell, Science, Nature, PNAS) and has been recognized with national and international awards and fellowships. Aaron’s academic background is complemented by his experience as an engineer at the successful startup Financial Engines.
Aaron Murray
Aaron leads the Quick Check team at Capital One. The team helps Canadians feel more confident when they are applying for a credit card by letting them check which cards they are likely to be approved for, without hurting their credit score.
Before joining Capital One, Aaron received a Bachelor of Commerce degree from Queen's University with a specialization in finance and business strategy. Over his more than 5 years working at the company he has held roles in modeling and analytics, new customer funnel optimization, and product ownership. Outside of work he likes to spend his time rock climbing, cycling, and enjoying a home cooked meal with friends.
Alana Levine
Alana is COO of Share Results, a performance marketing company in the financial services space. She has experience across multiple niche verticals servicing 50+ markets worldwide, with expertise in B2B technology, having held active roles as General Manager of an affiliate marketing company and as an investor in the British Columbia technology market. Her previous role was most recently at Income Access, Paysafe, where she ran the corporate marketing and digital agency arm of the business. Alana holds bachelors’ degrees in economics and psychology and a post-graduate degree in finance, from McGill University.
Niv Yatsiv
Fergal McGovern
Kathleen Conley
Kathleen Conley is the vertical lead for NewsCred's financial services clients. She has consulted on, launched and optimized content marketing and integrated marketing programs for enterprise and Fortune 500 financial services firms
Davis Riar
Davis is a Senior Business Value Analyst at Hootsuite Inc. who specializes in regulated industries, primarily local government, cannabis, and financial services. Working in customer insights, Davis consults with Hootsuite's most strategic accounts to identify opportunities where social media can transform their organization and achieve key business objectives. In addition to customer insights, Davis presents webinars, helps create thought leadership via white papers, and supports internal alignment around the latest trends in financial services. His work in insights was a natural transition from his last job where he worked at a boutique consultancy working on customer analyses for digitizing marketing campaigns. When Davis is not digging through data, he is working on his startup that manufacturers and retails technical apparel.
Adi Jhamb
Adi manages digital marketing acquisition for Scotiabank’s credit card portfolio. In his role, he is involved with the strategy and execution of paid media campaigns across social, display, affiliate and search engine marketing (SEM). Having previously worked for BMO, Adi has 5+ years of experience in the financial services industry and 10+ years of experience in digital marketing while working on both the agency and client side. He has also worked at Foodpanda and helped to develop their restaurant portal in India. Adi holds a Bachelor of Applied Science in Electical Engineering degree from the University of Waterloo. Adi also enjoys basketball, finance and volunteering in his down time.
Alyssa Gaines
Marisol Leffler
Marisol has worked in Financial Services for over 20 years holding key positions in Customer Acquisition, Digital Marketing and Business Development. At Persado she leverages her deep industry experience to help companies better engage their prospects and customers to deliver on performance goals using a data driven approach.
Nina Hassing
David Forman
David is a competitive intelligence expert in the financial services space and empowers organizations to leverage Adthena's "Whole Market View" technologies to provide unparalleled insights to outsmart and outperform their competitors. With a focus on the financial services industry, David has worked with many of the world's largest banks, insurers, and credit card companies to elevat their digital marketing performance. Prior to Adthena, David honed his customer-centric approach at Oracle.
