Online Broker Summit 2020

Heather’s role includes solving key industry issues via creative thinking, driving the vision of innovative business ideas to technology partners, and managing projects from their inception through launch. Heather has extensive experience within the brokerage industry across multiple firms, including roles specializing in day trading, complex options strategies, fixed income and relationship management of affluent investors.

Dan has taken Tradier from an innovative idea to unbundle financial services and deliver brokerage as an API, to become the de-facto brokerage engine that enables a large network of Platform Providers, Digital Advisers, Robo's, Developers, Traders and Broker Dealers. Under Dan’s leadership, Tradier now powers over two hundred revenue-generating companies and executes stock transactions valued at over $1B every month.

Dale serves as Chief Marketing Officer at Stash, the financial platform revolutionizing the way millions of Americans save and invest for their future. She is responsible for driving the growth and retention channels for one of the fastest growing financial platforms in the U.S. Dale has more than 20 years of marketing experience across Fortune 500 brands, including Time Inc., AOL and The Walt Disney Company.

Larry has a long history at Vanguard, and with their Personal Advisory Service which is a heavyweight, far outpacing others in Assets under Management. Larry crafted an all-new special task force to launch a brand new all-digital true robo service called Vanguard Digital Advisor and brings the perspective of how large scale incumbents are jumping into the ring inspired to adapt.

A fintech startup veteran, Kathryn has developed analytical algorithms and applications embedded in the world's most admired investing platforms. Today, she leads the data intelligence and customer UX envisioning required to support the most investors globally.

As the CEO of dough, the zero commission investing app with zero account minimums and filled with smart ideas, Victor looks to inspire the world to embrace an understanding of risk. Victor is a lifelong innovator, and inspiring financial storyteller who has spent his entire finan

Theresa spent over 30 years reviewing software, websites, and apps that serve investors and traders. Her byline appeared in Barron’s for 23 years, where she established that publication’s annual Online Broker Reviews, ranked #1 in credibility by ConsumerSearch over a period of ten years. She was a senior editor at Investopedia from 2018-2020, and is now semi-retired, consulting to startup fintech firms and established brokers looking to pivot to new services.

Sean joined Corporate Insight in July 2013 and leads the firm’s digital advice- and brokerage-focused syndicated research services. Additionally, he oversees custom research engagements for CI’s brokerage industry clients with a focus on digital customer experience, product marketing/ positioning and technology issues.

Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.