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2013 Social Media Conference for Financial Services

The Year of the Customer

August 21, 2013 – August 23, 2013
Hyatt Regency, Boston, MA
  • Gary Vaynerchuk

    Best-Selling Author, Wine and Social Media Expert


    Already considered a quintessential maven of modern-day marketing, GARY VAYNERCHUK is a New York Times and Wall Street Journal best-selling author as well as a self-trained wine and social media expert. In high school, while working at his family owned liquor store, Gary started reading The Wine Spectator among other wine books and realized collecting wine offered an allure similar to his previous hobby of collecting baseball cards. With a newfound wealth of knowledge, an entrepreneurial spirit, and a clear recognition of the emergence of e-commerce in 1997, Gary launched and helped grow his family business from $3 million to $45 million by 2005. Although Gary does not consider himself to be a ‘techie’, in 2005, he began video blogging and established himself as a true social media trailblazer. Gaining nearly 1 million Twitter followers, Gary was included in BusinessWeek’s list of the “top 20 people every entrepreneur should follow.”
  • Sheryl Brown

    Social Media Coordinator
    Ash Brokerage
    Sheryl is the full-time social media coordinator at Ash Brokerage – she assists Ash employees and financial advisors with social media sites like LinkedIn, Twitter, Facebook, Google and more. She has been influential in developing a strategic online presence for Ash Brokerage that positively impacts and enhances the practices of individuals in the financial services profession, in addition to creating internal and external social communities. With more than 20 years experience in the financial services industry, Sheryl is a licensed Life & Health advisor, and has worked in the areas of estate planning, life insurance and underwriting.
  • Martha Hayward

    VP Social Media
    Fidelity Investments
    Martha Hayward has focused on social media for over three years at Fidelity Investments. She leads a team responsible for representing Fidelity’s retail organization in social channels. She joined Fidelity in 2005, working on a variety of strategy and innovation projects, and is a Registered Securities Representative and General Securities Principal. Prior to Fidelity, she was a marketing strategy consultant at Monitor Group in Cambridge, MA and Account Executive at training firm AchieveGlobal in Hong Kong and Beijing. Martha holds a BA from Middlebury College in East Asian Studies and an MBA from Harvard Business School.
  • Neil Hiltz

    Head of Global Vertical Marketing for Financial Services
    Facebook, Inc.
    As Head of Global Vertical Marketing for Financial Services for Facebook, Neil is responsible for developing strategies for improving the growth and profitability of financial service providers through the full consumer and small business lifecycle.

    Neil has delivered profitable results for Financial Services companies over twelve years in leadership roles across digital and traditional marketing strategy, product management, and channel development at U.S. Bank, Wells Fargo, HSBC, and Capital One. Neil also spent six years in global sales and automotive product management for Robert Bosch Corporation.

    Neil received his BS in Mechanical Engineering from North Carolina State University, and his MBA from the University of Michigan.
  • Ben Ortman

    Global Accounts Manager
    Ben Ortman has more than 10 years of experience in social media and software industries. Beginning in 2002, he served as an early advocate for the value of corporate social networking to help companies leverage customer engagement, employee collaboration, and alumni relations to drive revenue growth and improve cost savings. Ben currently serves as a Global Accounts Manager at LinkedIn, where he partners with some of the world’s largest companies to develop talent acquisition, talent management and talent branding strategies on the LinkedIn platform. Ben has implemented enterprise-grade social media engagements for many of the world’s leading brands, including top financial services firms, large retail brands, media & entertainment companies, the big 4 consulting firms, and other Fortune 500 companies. Prior to his career in social media and software technologies, Ben played professional baseball as an outfielder in the Colorado Rockies organization. Ben holds a bachelor of arts degree in communications from University of Portland (Oregon).
  • Kathy Pettit

    Assistant Vice President, US Compliance
    John Hancock
    Kathy Pettit is the Assistant Vice President of John Hancock’s US Compliance group. Kathy is responsible for oversight of All Regulatory Exams, Anti-Money Laundering, Compliance Management Program, Ethics Program and Social Media Compliance. Previous positions include Chief Compliance Officer for Wholesale Broker/Dealer Firms as well as Sales and Advertising Review. She has been with John Hancock for 7 years, prior to that Kathy served in similar capacities at Sun Life Financial, Aviva, Ameriprise Financial, and New England Financial. Kathy has over 25 years in the Insurance/financial services industry and earned her Bachelor of Science Degree in Business Administration from Stonehill College. She is also a Registered Principal.
  • Marie Politis

    Vice President, Online Experience
    MassMutual Financial Group
    Marie Politis leads MassMutual's online marketing activities including, marketing microsites and advertising landing pages as well as online advertising, search engine marketing and social media programs. Marie joined MassMutual in 2002 and in her tenure implemented a number of enterprise-wide interactive projects and marketing programs.

    Prior to joining MassMutual, Marie worked at CIGNA for 13 years in a variety of marketing leadership roles. She is a graduate of Boston College with a bachelor’s degree in English.
  • Augie Ray

    Director of Social Media Strategy
    Augie Ray is Prudential’s Director of Social Media Strategy. Previously, he was with USAA as Executive Director of Community and Collaboration and Forrester as the research firm's lead west coast analyst covering social media and interactive marketing. While at USAA, Augie delivered USAA's first social business roadmap, defining the ways social technologies and behaviors are changing business models within the financial service industry. At Forrester, Augie wrote widely read reports on social media trends and strategies and consulted with Fortune 500 firms on processes, best practices and metrics. While at Forrester, Augie was frequently quoted on social media developments by the Wall Street Journal, New York Times and other news outlets. Augie maintains a blog at and can be found on Twitter at @augieray.
  • Glen Reardon

    Head of Industry, Financial Services Advertising
    Glen Reardon serves as head of industry for Google's financial services advertising team. In this capacity, he works with marketers across the insurance and credit categories providing customers with advertising solutions ranging from search and display to video, social and mobile. Reardons' Boston and New York team partners with Fortune 1000 brands and advertising agencies, as well as some of the fastest growing medium-sized financial services companies. Reardon joined Google in 2011 from where he served as director of advertising sales and brings over 13 years of online media sales and management experience to Google. He is involved in LIMRA, Ad Club, MITX, BIMA and numerous other organizations. He earned his bachelor's degree in journalism from Ohio Wesleyan University.
  • Clara Shih

    Chief Executive Officer and Founder
    Hearsay Social
    Clara Shih is CEO and founder of Hearsay Social, which provides social business software for relationship managers to attract, retain, and grow customer relationships using popular social networks. A pioneer in the social media industry, Shih developed the first social business application in 2007 and is a New York Times-featured bestselling author. She has been named one of Fortune’s Most Powerful Women Entrepreneurs, Fast Company’s Most Influential People in Technology, and Businessweek’s Top Young Entrepreneurs. Shih is a member of the Starbucks Board of Directors and previously served in a variety of technical, product, and marketing roles at Google, Microsoft, and

A Special Message from Gary Vaynerchuk
Vaynerchuck Video