Experience Change: How Financial Services is Transforming Before Our Eyes

Andrea Saporito is Head of Digital Marketing for Wealth Management at Morgan Stanley. She is responsible for defining the vision and setting the agenda for the digital platforms and channels used to drive client acquisition and deepen engagement for E*TRADE and the Morgan Stanley Financial Advisor businesses.

Andrea has held roles at American Express in marketing and product management spanning work across the Platinum and Centurion Card portfolios, the Membership Rewards program, and top digital partners including Apple and Amazon. She served as the Head of Fan Engagement at the National Basketball Association and developed the League’s first-ever lifecycle marketing program, and most recently led product and program management for the launch of a new credit card at One Main Financial.

Andrea received her MBA from Columbia University and BS from Cornell University. She lives in Brooklyn with her husband, two daughters and her dog, Ralphie. You can cheer her on this November as she runs the NYC Marathon for the fourth time.

Jaime Punishill joined MetLife in November 2023 and is Head of Customer Experience, Corporate Marketing and Marketing Operations, responsible for MetLife’s Brand, Events, Sponsorships, Enterprise Marketing, Activation, CX, Channels, and Marketing Operations teams. In this role, he will help drive the marketing transformation begun two years ago by deepening and extending global marketing’s specialized capabilities and functions for enterprise leverage and material business impact. Jaime is an experienced executive and recognized leader in full stack marketing, product innovation, and digital transformation. Most recently he was Chief Market Officer at nCino, the global cloud banking software leader, where he oversaw the modernization of its marketing team and go-to-market motion. Prior to that, he was CMO at Lionbridge, a translation and localization leader, where he led the transformation of its marketing team, resulting in industry leading growth rates and the successful $1b sale of its AI training data business. He has been at the forefront of leveraging digital mediums & new technologies to drive growth and improve the customer experience since 1997, when he led the Bank of America team that built one of the first online brokerages. In addition, he has also driven digitally led transformations at TIAA, Thomson Reuters, Smith Barney and Citibank. Jaime earned a BA in History & Political Science from Stanford University..

Sam Chotiner is the Head of Strategic Accounts at Code and Theory, a technology-led creative and transformation agency. He is responsible for the team that leads the agency’s major client relationships.

Prior to joining Code and Theory, he was EVP, Executive Strategy Director at McCann where he led strategy on an eclectic range of global businesses including Converse, Qualcomm, Microsoft, Frontier Communications, Lockheed Martin, and UNICEF. 

Before McCann, Sam led the strategy practice at KBS, leading the BMW relationship and overseeing strategy work on clients including Hershey’s, NASDAQ, Vanguard, and PODS. Prior to joining KBS, Sam ran the organizational strategy practice at Undercurrent, a New York City-based management consulting firm.

Sam has lectured and taught at Hyper Island, NYU, Miami Ad School, and UT Austin. And has advised early stage companies on business growth and design with Design INT, an international business-consulting program created by the Swedish government.

He received his B.A. degree with honors in Philosophy from Carleton College and still retains his passion for learning about the intersection between, and implications of, digital maturation and global business. Above all else, at any given time Sam can be found perfecting his true craft: table tennis.