“Financial Marketing Challenges & Priorities for 2019”

Robert brings more than 20 years of financial services experience – managing teams in marketing, sales, research and product development. He joined SiriusDecisions in February 2015 and has a truly global understanding of the challenges facing marketing and sales leaders across the financial services industry. Robert has managed sales and marketing organizations based in Latin America, EMEA and North America, specializing in implementing data-driven strategies to enhance institutional sales and marketing operations in asset management, capital markets and investment banking.

Prior to joining SiriusDecisions, Robert was a managing director at Asas Capital, a global asset management firm specializing in emerging market equities, real estate investment and private equity. While in this role he managed the strategic rationalization of the product portfolio and developed data-driven campaigns targeting the institutional investor market. Before Asas Capital, he served as managing director of Al Mal Capital’s equity brokerage operations, initiating the emerging market brokerage’s agency partnerships with companies such as JP Morgan Chase, Credit Suisse and Morgan Stanley.

Robert has also held senior roles at Salomon Smith Barney, Credit Suisse First Boston and Naeem Global Asset Management. Robert received an MBA from the American Graduate School of International Management (Thunderbird) and a BA from the University of Richmond.

Kirti Naik is Russell Investments’ global head of brand marketing & communications, responsible for leading and driving the development of the firm’s brand position and serving as the principal brand architect. She is an award-winning marketer with more than 17 years of experience in traditional marketing, consumer marketing, business-to-business and digital marketing across a variety of industries, including entertainment, manufacturing, luxury apparel, consumer banking and asset management. Prior to joining the firm, she served as global head of brand & advertising at OppenheimerFunds for nearly seven years, transforming the brand and leading marketing innovation via VR, 360, biometrics technology and a unique approach to brand partnerships. In her prior four years at Citibank, she launched new innovative communication platforms and led the company’s online communications strategy. She has an MBA from Columbia Business School.

Erik Schneberger is chief marketing officer for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. Mr. Schneberger leads the teams responsible for channel marketing, brand, marketing operations, value-add, client events, corporate communications and digital. He is based in the firm’s New York office. Mr. Schneberger joined American Century in 2019 from OppenheimerFunds, where he served as head of marketing. Under his leadership, OppenheimerFunds introduced an award-winning global investment campaign that was featured in WSJ’s CMO Today. He also led the customer journey to leverage data and marketing automation to deliver personalized client experience, increasing digital content engagement by 33%. Before his tenure at OppenheimerFunds, he oversaw the digital, creative, multimedia and marketing operations functions at Neuberger Berman. Previously, Mr. Schneberger was the head of digital strategy for OppenheimerFunds. Earlier in his career, he served in several roles across the financial services and management consulting industry with GE Money, BearingPoint and AON Hewitt. Mr. Schneberger earned his Master of Business Administration from the University of Connecticut and his bachelor’s in computer information systems from the Indiana University Kelley School of Business.

Zoya Levin is the Chief Operating Officer and leads Strategy for Wealth Management Marketing. With Morgan Stanley since 2014, she’s responsible for marketing strategies that promote the Firm’s wealth management franchise in the competitive marketplace. She also drives marketing strategy and analytics across product and client segment initiatives, aligning marketing results with strategic priorities and demonstrating business impact. Prior to Morgan Stanley, Zoya developed strategies to drive revenue growth through data-driven client engagement for Fidelity Investments. She began her career as a Product Manager at Goldman Sachs Asset Management. Zoya holds a Bachelor of Science in Finance and International Business from the Stern School of Business at New York University.