SVP Partnering & Strategy
EVENTS & CONFERENCES
February 23-25, Orlando FL
Hear what Senior Wealth and Digital Executives are planning at the 2020 ABA Wealth Management Conference in Orlando FL.
July 16-17th, New York NY
Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers.
November 4-7th, San Diego CA
Schwab IMPACT 2019 promises record attendance and speakers and a chance to explore some of the largest wealth tech firms.
April 11-12th, Naples FL
We made many new friends at this year's conference which focused on Private Clients. Data Agg and Privacy were top of mind for many attendees.
October 1-2nd, New York NY
Bob Miller sharing his knowledge and experience around the substantial power of automation across financial services.
March 21st, New York NY
Always a productive event, FWR put together an impressive roster of topics and speakers. We had a chance to go on and on about privacy.