Are you searching for better ways to engage with clients and prospects at the right moments to impact their buying decisions?
Data can help define client journeys, determine the best time to engage, and effectively measure actions that produce winning outcomes.
Join us virtually to listen to our panel of industry professionals and partners discuss how client journeys diverge and data helps focus channel-specific customer engagement to drive sales and retention strategies.
Michael Nemecek, MBA, is a Senior Account Manager and Marketing Strategist at SalePage. Mike has been an innovator in sales, technology/data, and investment management for over 15 years. In his early career, he was a dually registered rep, collaborating with independent advisors to develop high-impact sales and marketing strategies that boosted their business revenue. During this time, he obtained his FINRA Series 7, 66, 24, and 28, along with several insurance licenses. Subsequently, Mike joined a marketing agency as an account manager, providing dedicated support to asset management clients. Many of these firms were also SalesPage clients and he was able to help these clients leverage SalesPage data as part of their marketing strategies. In 2020, Mike joined SalesPage, where he works with the team to help over 60 clients leverage data-driven insights to grow their business and enhance their client relationships.
Joshua Stauffer – 15 years in Marketing, Advertising, Web Development and Digital Strategy
An optimistic believer in the transformative power of digital on the landscape of B2B marketing, Josh brings over a decade of agency experience to his role as CEO and President of Blue Flame Thinking. He has the hands-on experience of a former programmer mixed with the sharp instincts of a dedicated client partner. Both of which help him focus the agency, and its relationships, toward the future. Josh started making things at a very early age. His formative years were filled with hours of sketching, carving, building, painting, and traveling.
Kevin Rosenfeld – 25 years in Asset Management Distribution, BI, and Sales Enablement
Kevin Rosenfeld is a strategic leader with extensive experience in the asset management industry. He is a seasoned professional in all areas of distribution, with a focus on delivering distribution business intelligence. In his recent roles, Kevin has been responsible for aggregating and analyzing sales-related data, informing the strategic direction of sales teams, and overseeing the implementation and delivery of business intelligence initiatives. With a background in sales leadership, data analytics, and sales enablement, Kevin possesses a unique skill set that allows him to understand client needs, analyze industry data to better serve clients, and leverage technology to enhance distribution. Throughout his career, Kevin has held positions at renowned asset management firms such as Prudential Financial, AllianceBernstein, and Lazard Asset Management.
Michael Winnick – 28 years in Asset Management Distribution, Sales Leadership, Data, and Technology
Michael Winnick is an executive leader of distribution initiatives in FinTech, Investment and Wealth Management verticals. Michael is President of AdvisorTarget, a data company that helps Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases. Previously, as Partner and Chief Revenue Officer at The TIFIN Group, Michael launched the distribution organizations for multiple FinTech platforms. Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded one of the industry’s first Turnkey Asset Management Platforms (TAMPs), Investment Advisory Network (10 Years). A passionate philanthropist, Michael is Chair of the Juma Ventures National Board. Michael’s entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.
Rob joined Perpetual Limited in late 2020 and is COO Perpetual US Services with responsibility for leading the US Retail business. Rob partners with Trillium and Barrow Hanley, Perpetual affiliates, to increase retail platform exposure and deliver access to a broader array of strategies and investment vehicles. He is focused on building out an internal infrastructure to grow and manage as well as measure the US business efforts. Over his 25+ year career, Rob has been responsible for delivering 75+ new products to market along with several billion dollars in AUM. Before joining Perpetual, Rob was with Allianz Global Investors, where he served as Director and Head of US Retail Business Management, including LatAm. In that role, he led efforts in managing the overall business and focused on delivering a comprehensive sales, marketing, and data & analytics strategy as well as identifying and developing key product needs for the retail channels. Prior to his three years at Allianz Global Investors, Rob held executive-level positions with other multi-affiliate platforms, both Virtus and Nuveen, where he had responsibilities for managing the firms’ strategic partnerships, product strategy & development efforts as well as broader strategic growth initiatives.