“Performance, Trust & Best Interests: Marketing to Financial Advisors”

As Chief Marketing Officer for Chase Wealth Management and Affluent, Dipti Kachru leads marketing for a suite of affluent banking, wealth management and digital investing products offered by Chase. She is responsible for development of strategic marketing programs that deliver on business acquisition, deepening and retention goals, and management of the end-to-end client experience, guiding the brand & advertising strategy, content strategy as well as the digital and branch experience. Dipti also leads key product development and innovation efforts across Chase focused on the affluent segment. Recognized for her strong leadership, analytical acumen and passion for driving breakthrough creative, Dipti has extensive experience in wealth management and financial services marketing. Over the last 7 years, she has held senior marketing roles at Chase as well as J.P. Morgan Asset Management, before which she spent 7 years OppenheimerFunds, Inc. across various marketing functions. Dipti started her career in advertising and promotional marketing, working on some of the most inspiring brands in the world including Pepsi, American Express, Cadburys and Nokia. She got her Undergraduate degree from Lady Shriram College, New Delhi and her Masters in Strategic Communications from Columbia University.

Christine Dehil is Senior Vice President and Managing Director—Head of Americas Marketing. She is responsible for driving the overall Americas marketing strategy for the institutional and intermediary channels collaborating closely with the company's sales leaders, business development teams and marketing communication teams. Prior to joining AB in 2006, Ms. Dehil was Vice President of Product Communications for Legg Mason and its predecessor Citigroup Asset Management. In addition, she worked at PNC Bank’s predecessor National City Bank as a Marketing Manager for their proprietary mutual fund family. Dehil earned her B.S. in journalism, summa cum laude, from Ohio University and her M.B.A. from Case Western Reserve Weatherhead School of Management.

Jessica Fernandez is a 15+ year industry who began her career working in many of the roles she currently markets to today is Senior Vice President and Head of Integrated Marketing. Positions included sales assistant, financial advisor and wholesaler for firms such as Smith Barney, Morgan Stanley and AllianceBernstein before morphing her career into a successful marketing professional at firms such as AllianceBernstein, New York Life and ICON Investments. Four years ago, Jessica joined OppenheimerFunds to help bring the Broker Dealer’s Integrated Marketing initiatives to life, designing and driving creative direction, messaging, execution and analytics for both OFI’s investment-centric and business building resources. Today, she oversees the integrated marketing focuses for various Channels, including Broker Dealer, RIA, Private Client Group, DCIO, Institutional and International. Jessica also oversees the strategic marketing efforts of the CEO Advisor Institute, a highly-specialized and dedicated resource that helps financial advisors and complex managers review and transform how they run their businesses, construct and lead synergistic and high performing teams and balance their lives. 

Cindy Zarker works closely with FUSE Research Network clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Cindy also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects. Prior to FUSE, Cindy directed the asset management practice at Cerulli Associates for a dozen years— researching and analyzing institutional and retail trends, presenting the findings in published reports, client meetings, and industry conferences. Earlier in her career she worked at Columbia Management where she led the product strategy and development team, developing new open- and closed-end funds, working with marketing team on product positioning, training the salesforce, and conducting ongoing product rationalization review.