Columbia ThreadneedleHead of US Product Development & Strategy
American Century Investments Head of Financial Intermediaries
MFSVice President, Client & Specialized Services
Eaton VanceVice President, Director of Corporate Operations
Bank of America/ Merrill LynchVice President, Director of Fund Administration
State StreetSenior Vice President, Operations
ForesidePresident
Director
SS&C Technologies
Relationship Executive, Asset Manager Solutions
Vice Chair
American Century Investments
Head of Financial Intermediaries
Vice President
MFS
Vice President, Client & Specialized Services
Chair
Columbia Threadneedle Investments
Head of US Product Development and Strategy
Citi
Managing Director and Global Head of Client Management
Eaton Vance
Vice President, Director of Corporate Operations
Bank of America / Merrill Lynch
Vice President, Director of Fund Administration
Invesco
Head of Wealth Management Platforms
Harris Associates
Chief Operating Officer
Franklin Templeton
Co-Head of Retail Sales
Broadridge
Managing Director, Global Relationship Management & Chief Diversity Officer
State Street
Senior Vice President
Hennion & Walsh
President & Chief Investment Officer
BlackRock
Managing Director, U.S. Retail, Product Management & Development
FIS
Senior Vice President, Product Manager, Transfer Agency Solutions
Wells Fargo
Managing Director and Product Marketing & Communications
TD Ameritrade
Head of Investment Solutions
PwC
Principal
Northern Trust
Executive Vice President, Head of Front Office Solutions & Global Product Executive for Alternatives
Fidelity Investments
American Funds
Allianz
Chief Operating Officer, U.S.
Morgan Stanley
Managing Director, Head of Traditional Investment Products
J.P. Morgan
Managing Director, Global Head of Traditional Fund Accounting
BNY Mellon
Managing Director
Putnam Investments
Director of Operational Compliance
Deloitte
Principal, Control & Regulatory
Foreside
President