Online Broker Summit 2021

Mike Foy helps leading wealth management brands more effectively measure and improve the experience of their clients, financial advisors and employees using a data-driven approach fueled by J.D. Power’s research and over 25 years of personal industry experience working for leading brands including Merrill Lynch and Dow Jones.

Better known on Wall Street as BigBeat, Steven has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services. He has served on the board of American Blockchain and Cryptocurrency Association

Involved in Desjardins Online Brokerage Disnat since 1994 and member of the management team since 2002, Laurence is the firm’s Director of Business Solutions. She has developed experience and skills in several aspects of the "customer experience" management of an online brokerage

With 10+ years of experience in building meaningful products for millions of users, Pavlos is passionate about customer research, human-centered design, and using goal frameworks to bring solutions to life. He currently leads the Product team at Trading Point as Head of Product M

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.

Jennifer Barrett is the head of content at Fidelity Investments and the author of “Think Like a Breadwinner,” a wealth-building manifesto for women and a #1 release on Amazon. Before joining Fidelity, Jennifer was Chief Education Officer at the saving and investing app Acorns. Sh

Anthony Denier is the CEO of Webull, and a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, An

Aditya is the CPO of BUX, Europe’s fastest-growing mobile brokerage making commission-free investing accessible, intuitive, and affordable for both first-time and existing investors. Aditya leads the product, design and data science teams and is responsible for product vision, st

Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Managemen

Brad Michelson runs the US marketing team at eToro, a global social trading platform with over 20 million global users

Caleb began his career producing wildlife documentaries in South America and the American southwest. His career in business news began at Bloomberg, where he worked as a senior television producer and was nominated for a 2003 Emmy Award. Caleb then joined CNN, serving as a Senior