“Bridging Gender Inequality & the Generational Gap”

Missy Pohlig is responsible for identifying the issues affecting financial advisors and developing practice management solutions to help advisors run better businesses. She has a special focus on the issues surrounding Generation Y and how to address the needs of younger advisors as well as how to engage millennial investors. Additionally, Missy oversees SEI’s ProcessWise Workflow Program, which provides over 45 step-by-step processes to help advisors automate and streamline their businesses. She also manages SEI’s Business PathFinder Program designed to help financial advisors analyze their practices for mergers, acquisitions, succession, and business planning opportunities. These are amongst the many practice management programs Missy has been focused on and has helped develop for SEI advisors. Missy was named 30 under 30 by LifeHealthPro in 2015 and is currently pursuing the CFP exam. She is a contributing author to SEI’s practice management blog, “Practically Speaking©” writing on a subject she knows well – millennials.

Scott Cohen has spent over a decade building the Philadelphia region’s fastest growing digital and direct marketing agency, Quattro. Along the way, Scott’s high-energy personality, creativity and client-first approach has helped Quattro forge partnerships with some of our region’s top marketing organizations including Comcast, Ditech Mortgage and US Bank – along with many other leading national brands.  Scott has been a leader and driving force in the Philadelphia marketing community for more than 30 years and was awarded The PhillyDMA’s “Marketer of the Year” Award in 2014.  Just one year later in 2015 the Gramercy Institute distinguished Quattro with its prestigious “20 Most Valuable Partners in Financial Marketing” award cementing Quattro’s place as one of the nations top Financial Services Agency partners.

During his 25 years in marketing and sales enablement, David has collected experience at leading financial firms, built a proven record developing and implementing transformational branding strategies. Today, he is a Global Head of Marketing, Viteos Capital Markets Services. Prior to joining the business process services sector David was  senior vice president and head of global banking and markets marketing at HSBC. He has held roles in institutional marketing at T. Rowe Price and also served as a director overseeing institutional global fixed income, foreign exchange and emerging markets equity research marketing at Merrill Lynch. Previous responsibilities in institutional marketing for ADR research at Salomon Smith Barney and investment banking at Goldman Sachs comprise the short list of companies in his career involving the buy, sell and operations sides of financial services. David holds an MBA from Carey Business School at The Johns Hopkins University, a BBA in banking and finance cum laude from Hofstra University.

Arianna is responsible for helping to build an amazing brand every single day with a fierce focus on delivering legendary experiences to consumers through convenience and humanity. She is responsible for leading a team of 25 talented TD Bank Associates who drive Brand Strategy, advertising, storytelling, content marketing, creative services, media, sponsorship, social media, digital marketing, acquisition marketing, product marketing strategy for checking and savings products.

Dan leads retail client marketing at Vanguard. His team develops and implements marketing strategies aimed at deepening client relationships. His team is also responsible for product marketing strategies and campaign targeting and analysis. Prior to joining Vanguard, Dan led First National Bank’s efforts to create a national footprint through the launch of FNBO Direct. Under Dan’s guidance, FNBO Direct quickly became a national player in the Internet banking space, and a significant contributor to First National Bank’s growth. Earlier, Dan led marketing and analytics at HSBC Direct – driving growth from inception to over $5BN in deposits in less than two years. Formerly, Dan was a member of the Internet Acquisitions team at JPMorgan Chase, responsible for new credit card account acquisition. Dan led a team that managed media planning and buying, partner programs, site design and enhancement, offer development and testing. Prior to joining Chase, Dan was President/Co-Founder of Focint, an Internet Advertising agency. The firm handled online advertising and site design for a wide range of clients including JPMorgan Chase, 4Kids Entertainment, Style.com, and Capital Thinking. Dan’s career began in advertising, with stints at Organic Media and Foote, Cone & Belding, supporting a diverse portfolio of clients and businesses, through both traditional and online marketing programs.

Shantini Munthree is a financial and consumer brand marketing thought leader. Shantini has helped transform and build some of the world’s leading brands for Vanguard, Procter & Gamble, SABMiller plc., Sara Lee and Caterpillar.  Clients have her called “a marketing guru” and “an enterprising forward thinker” who’s had audiences write in to ask for more of her at industry conferences. Shantini is managing partner of The Union Marketing Group, a strategic brand and marketing consultancy that helps brands find their highest, most enduring value.