Katie Swain
Director, Global Strategy and Product Management
BNY Mellon | Pershing
Tom Armstrong
VP, Customer Analytics and Insight
Robert L. Reynolds
President and Chief Executive Officer
Putnam Investments
Phil Eckman
Head of Customer Experience and Advice
Transamerica
Robert L. Reynolds
President and Chief Executive Officer
Putnam Investments
Sandy McCarthy
President of Retirement Services
OneAmerica