AGIA Insurance Services, Vice President, Marketing AIG, Assistant Vice President Allegiant Partners, Global Head of Digital Marketing, Personal

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1 Past Attendees

2 AGIA Insurance Services, Vice President, Marketing AIG, Assistant Vice President Allegiant Partners, Global Head of Digital Marketing, Personal Insurance Allegiant Partners Inc., VP, Marketing Ally Bank, Director of Digital Marketing Ally Financial Inc., Senior Digital Marketing Specialist AMA Insurance Agency, Digital Marketing Executive American Express, Director, Information Technology American Savings Bank, VP, Head of Marketing, Global Network Partnerships Arrowhead Credit Union, Digital Marketing Manager, Assistant Vice President Ascension Growth & Innovation Strategies, Senior Vice President of Strategic Marketing Aspiriant, Managing Partner AssetMark, Marketing Manager Assurant, Director, Segment and Channel Marketing Atlanta Life Financial Group, Director, Digital Marketing Banco Popular, Corporate Board Member Bank of the West, SVP- Digital Strategy & Innovation Bank of the West, VP, Senior Brand Manager Bank of the West, Senior Vice President, Head of Content and Social Media BBVA Compass, VP Senior Digital Marketing Partner BBVA Compass, Head of Inbound Marketing BECU, VP, Digital Marketing BlackRock, Director of Marketing Strategy BlackRock, Director, Personal Investor Marketing BMO Financial Group, Head of Digital Marketing BMO Harris, Head of Cards & Payments Marketing BNY Mellon, Marketing Manager, Commercial Marketing Brain + Trust Partners, Managing Director, Global Head of Marketing Services Bridge Bank, Head of US Digital and Customer Experience Brightpeak Financial, EVP, Director ñ Capital Finance Division California Bank & Trust, Chief Architect and Implementation Officer Callan Associates, Sr. VP & Dir- Mktg

3 Capital One, Marketing & Communications CareCredit, VP of Digital Marketing CenterState Bank, Vice President, Cosmetic and Dermatology Marketing Central 1 Credit Union, Chief Strategy Officer Charles Schwab, Marketing Director Charles Schwab, Director - Marketing Technology & Operations Charles Schwab, Vice President, Marketing Analytics and Enterprise Citi, Editorial Director Citi, Senior Vice- President, Global Digital Marketing Acceleration City National Bank, Global Head of Cards Customer Experience and Digital Strategy & Managing Director Civic Financial Services, VP Brand Advertising and Digital Marketing CMSWire, Director of Marketing Commerce Home Mortgage, Founder, CEO, Publisher Connexus Credit Union, Director of Marketing and Appraisal Services Connexus Credit Union, Digital Marketing Specialist Cornerstone Home Lending, Vice- President of Marketing Cornerstone Home Lending, Creative Director Credit Karma, Director of Digital Marketing Credit One Bank, Head of Consumer Insights CSAA Insurance Group, SVP of Digital CSAA Insurance Group, Manager, Social Media and Digital Marketing CUNA Mutual Group, Marketing Director Denver Investments, Digital Marketing Discover Financial Services, Institutional Marketing Manager, RFP Writer Dividend Capital, Vice President, ebusiness and Head of Digital Dividend Capital, Vice President - Marketing Doctors Company, President Doctors Company, Senior Director of Marketing Technology Dow Jones and Company, VP, Global Sales Entrust Group, Global Multi- Media Account Executive EPIC Insurance Brokers & Consultants, Director of Marketing Equifax Canada, Vice- President, Marketing & Communications Esurance, VP, Marketing

4 Esurance, Chief Marketing Officer Federal Home Loan Bank of San Francisco, Director of Marketing Strategy & Innovation Federal Reserve Bank of San Francisco, Vice President Fidelity Investments, Financial Analyst Financial Communications Society, Director, Marketing Firefly Credit Union, Senior Director of Sales First Republic Bank, Director of Content Marketing First Republic Bank, Digital Marketing Manager First Tennessee Bank, Director - Digital Marketing Strategy Franklin Templeton Investments, SVP, Global Product Marketing and Insights Franklin Templeton Investments, Vice President, Global Web Digital Marketing Fremont Bank, Digital Product Management & Technology Lead Golden 1 Credit Union, Director of Marketing Great- West Financial, Senior Manager Marketing Great- West Life, Senior Manager - Head of Content Marketing Grupo Bancolombia, VP and Head of Marketing, Individual Markets Guardian Life Insurance, Director, Head of corporate digital and social media Guardian Life Insurance, Director of Marketing and Consumer Engagement Gurtin Fixed Income Management, Director, Thought Leadership & Content Strategy Gurtin Municipal Bond Management, Partner Hartville Pet Insurance Group, Senior Associate, Marketing Harvest Exchange, Director of Creative Services HSBC Global Asset Management, Vice President, Relationship Manager ifinance Canada, Senior Client Propositions Manager, Sales and Marketing Infinity Financial Services, Director of Marketing Ingo Money, SVP, Consumer Marketing John Hancock Insurance, Executive Vice President & Chief Marketing Officer JP Morgan Asset Management, VP, Insurance Marketing JP Morgan Chase, Executive Director JP Morgan Chase, Senior VP & Head of Digital Channel Marketing Lending Club Director, Retail Investing

5 Lending Club Senior Partner, Marketing Manager LexisNexis Risk Solutions, Manager Lincoln Financial Group, Product Manager MacKay Shields LLC, SVP, Chief Digital Officer and Head of Enterprise IT Services Marsh Private Client Services, Director of Marketing and Communications Matthews Asia, Vice President - Digital Marketing Matthews Asia, VP, U.S. Marketing Mellon Capital Management, Vice President & Manager - Digital Marketing Mellon Capital Management, Managing Director, Head of Marketing Meriwest Credit Union, VP, Visual Brand & Design Manager MoneyLion, E- Channel Specialist Nationwide, Chief Marketing Officer New Resource Bank, Senior Consultant, Brand Marketing New York Life, EVP, Chief Operations & Strategy Officer Opes Advisors, Corporate Vice President, Digital Marketing, Retail Annuities Opes Advisors, Marketing Director OppenheimerFunds, Marketing Communications Manager Oregon Community Credit Union, Digital Experience Osterweis Capital Management, Chief Marketing Officer Pacific Life Insurance, Director of Communications and Marketing Pacific Life Insurance, Director, Digital Marketing PayPal, Digital Product Marketing Manager PayPal, Marketing Manager Personal Capital, Head of Co- Marketing, Enterprise and Retail Solutions PlanMember Financial, Vice Chairman PlanMember Financial Corporation, Digital Marketing Projects Manager PNC Bank, Vice President, Digital Marketing Prosper Funding, Vice President, Marketing Prosper Marketplace, Senior Director Prosper Marketplace, Chief Marketing Officer PSCU, Group Director Putnam Investments, VP, Marketing & Communications Putnam Investments, Social Media Director

6 Rabobank, VP, Digital Banking Channel Manager Regions Bank, Executive Vice President - Chief Marketing Officer Reinsurance Group of America, Incorporated, Vice President, Head Social Media Retirement Plan Advisors, Vice- President, Global & Traditional Marketing Santa Clara County Federal Credit Union, Professor of Marketing, College of Business Schools Financial Credit Union, Vice President/Marketing & Business Development SF Police Credit Union, Director, Marketing SF Police Credit Union, SVP of Marketing Silicon Valley Bank, Director Digital & Content Marketing Silicon Valley Bank, Head of Content and Digital Marketing South State Bank, Head of Marketing Strategy South State Bank, VP, Digital Banking Manager State Compensation Insurance Fund, Director - Marketing State Compensation Insurance Fund, VP Marketing Swander Pace Capital, Director - Marketing Templeton Investment Management, Marketing Manager / Office Manager TIAA, Director of Marketing Operations TIAA, Sr. Director - Digital Acquisition Technologies Tree Hut, Senior Manager, Product Marketing TruWest Credit Union, CEO Union Bank, Vice President of Consumer Credit Marketing Union Bank, VP, Senior Marketing Strategist United Capital Financial Advisers, Senior Vice President, Community Bank Marketing United Capital Financial Advisers, Vice President, Marketing Universal McCann, COO, US and Global Operating Partner US Bank, SVP Direct & Digital Channels US Bank, Vice President & Head of Digital Intelligence, Marketing Technologies US Bank, VP, Head of Digital Optimization Vanderbilt Mortgage and Finance, VP, Marketing Technology & Innovation

7 Visa, Chief Digital Officer & Head, New Platform Marketing Transformation Visa, Senior Director - Marketing Insights and Analysis Visa, Senior Director, Corporate Social Media Vontobel Asset, VP, Visa U.S. Marketing Wealthfront, Associate Director, Digital Marketing Wells Fargo, VP, Digital Marketing Wells Fargo, Senior Vice President, Marketing & Communications Western Union, Lead - Web Development team Western Union Holdings Inc., Global Strategy & Content Wetherby Asset Management, Vice President, Global Social Media Xome, Director of Digital Marketing Join the conversation #DMFSWEST Be a part of our group Download Media Kit Register Now

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