Education Summit: Optimizing Customer Experience – SOLD OUT

Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing.

Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media for the financial services industry in the U.S. In addition, FMI provides digital analytics and consulting services as well as training and certification programs for financial marketers.

FMI’s clients and sponsor participants of its research to date include: Bank of America Merrill Lynch, UBS, Morgan Stanley, Deutsche Asset Management, Guardian Life Insurance Company, Prudential Financial, MetLife, Allstate Insurance, USAA, Hartford Funds, Royal Bank of Scotland, LPL Financial, Invesco, Aflac, FTSE Russell, Principal Financial, CNL, Invesco, MassMutual, PenFed Credit Union, Vanguard, TIAA, American Century Investments, MissionSquare Retirement, Salesforce.com, Adobe, Google, Bloomberg, etc

Francesco Lagutaine is a Senior Executive Vice President and Chief Marketing and Communications Officer with M&T Bank. In this role, Lagutaine leads all aspects of marketing and communications, a vital component of M&T’s customer-centric approach. His teams help the company learn more about its customers, entice them to join M&T and tell the stories that bring the work to life.

Lagutaine joined M&T in July of 2020 with more than 20 years of global marketing and financial services expertise, including posts in London, Frankfurt, Singapore and New York City. He was recently recognized as one of the CMO’s to Watch in 2021 by Business Insider. Prior to joining M&T, he served as Hong Kong-based Chief Marketing and Experience Design Officer for Manulife, where he was responsible for brand and marketing management, data analytics, customer experience design, digital and product marketing. Prior to that he served as Chief Marketing Officer and Head of Customer Franchise at Citibank Asia Pacific, where he was responsible for brand, marketing, analytics, customer experience and digital. Lagutaine spent the first portion of his career in a variety of senior management roles for leading global advertising agencies, including Ogilvy & Mather, Goodby, Silverstein & Partners, Saatchi & Saatchi and Lowe & Partners. He earned a law degree from Univesità Statale degli Studi di Genova in Italy.

Wendy Wahl is Chief Marketing & Communications Officer of The Guardian Life Insurance Company of America (Guardian). In this role, she leads colleagues to develop high impact solutions that inspire consumer well-being and drive Guardian’s growth.

Wendy brings nearly 30 years of experience across all disciplines of marketing and communications, working in-house and as a consultant for some of the world’s largest companies. Prior to joining Guardian, she was Vice President, Commercial Marketing at CVS Health for three years, where she led marketing strategy and implementation for the $23B Commercial Business, including member experience for their 49 million members. Prior to CVS Health/Aetna, Wendy served in numerous leadership roles at Aetna including Head of Enterprise Marketing, CMO of the Consumer Business, and Head of Marketing for multiple wholly owned B2B companies and joint ventures. She also has an extensive consulting background in the healthcare, insurance, and technology industries as an executive vice president for marketing and advertising stalwarts Omnicom and Publicis. Wendy serves on the board of directors for Connecticut FoodShare to help support her community. She graduated from Syracuse University with a Bachelor of Science in Political Science and a Bachelor of Arts in English and Textual Studies.

Henry (“Hank”) Detering, CFA, is Managing Director, Chief Marketing Officer, and a member of the Operating Committee at Neuberger Berman.  In this role, Hank leads the firm’s Marketing organization, which comprises Media Relations, Brand Marketing (including Content, Digital Marketing, Multimedia, & Design), Channel Marketing, Product Marketing & RFP. In more than two decades of experience in wealth and asset management, Hank most recently served as Chief Marketing Officer for Vontobel. Before that, he served in various roles at Lazard Asset Management, finishing as Global Head of Marketing. Hank holds an MBA from the Wharton School, an MA in International Studies from the University of Pennsylvania and a BA in Biophysical Chemistry from Dartmouth College. He is also a CFA charterholder.

Suzanne Lieb is the Head of North America Marketing for Columbia Threadneedle Investments. In this role, Suzanne leads marketing to financial advisors and institutional investors in the US and heads the segment, product, event, thought leadership, value add, and digital customer experience marketing teams. In 2022, she was recognized as Fund Marketer of the Year by With Intelligence. She joined Columbia Threadneedle Investments in 2016 as part of the acquisition of Emerging Global Advisors (EGA) where she was the director of Marketing for the firm. Prior to EGA, Suzanne worked at UBS Wealth Management, most recently as a director of the UBS Private Wealth Management office in Boston where she provided sales leadership for Private Wealth Advisors servicing ultra-high net worth families and family offices. Suzanne received a B.S. in Economics and an A.B. in Religion from Duke University, and an MBA from the Tuck School of Business at Dartmouth. In addition, she holds the FINRA Series 7, 9, 10, 24, and 66 registrations.

Catherine Carroll is PGIM Marketing’s Head of Digital Marketing responsible for leading the global digital marketing strategy, development, and execution in support of the PGIM brand and investors. Catherine is currently focused on modernizing PGIM’s marketing stack including migrating to AEM (Adobe Experience Manager) and personalizing the digital experience for clients through an automated translations workflow, Adobe Target and the recent launch of AEP (Adobe Experience Platform).

Catherine has over 25 years of experience across the investment management and financial services industries building and managing award-winning websites for AQR, Goldman Sachs and PIMCO that leverage interactive tools, Social, SEM, SEO, affiliate marketing, and creating permission marketing strategies to engage audiences for acquisition and retention. 

Matt Lesle, Managing Director, is the Head of Digital Product for J.P. Morgan Asset Management. In his role, Matt is responsible for the development, planning, and execution of a large-scale digital strategy and the development of cross-functional digital assets focusing on growing revenue through next-gen distribution, sales enablement, and automation. Matt joined J.P. Morgan as head of UK Digital in 2011 and held multiple leadership roles in EMEA before relocating to New York in 2016.

Prior to joining J.P. Morgan, Matt spent 4 years at Fidelity International in London and Paris where he led the European and Institutional digital teams. Before Fidelity, Matt worked as a consultant for a number of companies and government agencies in the United Kingdom and Canada. Matt holds a Bachelor of Science in Business Administration from Western Carolina University and an MBA from McGill University.