Frank Anguiano
Head of Products - UBS
Mark Friedenthal
CEO - Tolerisk
Jonathan Jacobs
SVP - LIBRA Insurance
SVP - Crump Life (2016 - 2020)
Miriam Lefkowitz
Sr. Legal/Compliance Expert
General Counsel RIA/BD (2002 - 2007)
SEC Sr. Counsel (1999 - 2002)
Michael Raneri
CTO - Voya Financial
Chief of Digital Innovation - AssetMark (2019-2022)
David Ritchey
DVP - Symetra
Sr. Investment Strategy Advisor – SS&C (2013- 2022)
Colin Slabach
Faculty Lead - NYU MS in Financial Planning
Kelly Waltrich
CEO - Intention.ly
CMO - Orion (2017 - 2021)
CMO - eMoney (2013 - 2017)
Ryan Wheeler
CTO - Tolerisk
Michael Zebrowski
