Event Speakers:

Brian Becker, Director, Mobile Solutions, Thomson Reuters

Rick Bylina, Sr. Product Marketing Consultant, Motorola’s Good Technology Group

Bill Chambers, Regional Vice President, Manulife Investments

Todd Christy, President and CTO, Pyxis Mobile

Bernard Drost, Chief Technology Officer, Innoveer Solutions

Claudia Fogelin, Managing Partner and co-founder, Interactive Communications, Inc.

Margaret Hughes, Director, Financial Services Industry Solutions Mobility Practice, AT&T

Scott Kasper, Sales Systems Manager, Ivy Funds

Michael J. King, Research Director, Gartner

Sheryl Kingstone, Director, Enterprise Research, Customer Centric Strategies, Yankee Group

Alan Lee, CRM Tech Support, Legg Mason

Bob Mazzarella, CEO, Pyxis Mobile

Arun Nagarajan, Wireless Architect, Pyxis Mobile

T.L. Neff, EVP Client Services, Pyxis Mobile

Niki Pall, Product Manager, Pyxis Mobile

Christopher Perry, President, Americas Sales, Marketing and Services, Thomson Reuters

William Riordan, Commercial Manager, Mobile Solutions, Thomson Reuters

Marc Rosenbaum, Professional Services Manager, Pyxis Mobile

James L. Stankard, Practice Leader, Industry Solutions Mobility Practice, AT&T

Brian Becker, Thomson Reuters

Brian J. Becker is the Director of Mobile Solutions within the Investment and Advisory Division of Thomson Reuters. In this position, Mr. Becker is responsible for end-to-end ownership of all mobile-related product activities including overall strategy, commercial activities and product development. Under his leadership, the firm has created the Thomson ONE Mobile brand with a suite of products available within the I&A division to customers in Investment Banking, Investment Management, Corporate Services and Wealth Management.

Mr. Becker has served various other roles within Thomson Reuters including strategy positions within Thomson Legal & Regulatory International, Thomson Financial and working within the Treasury group at Thomson Corporate.

Prior to joining Thomson Reuters, Mr. Becker worked within the Financial Advisory Services division of PriceWaterhouseCoopers and as a senior analyst / controller of Strattech Partners, LLC, a $70m venture capital firm. Mr. Becker is licensed as a CPA, a graduate of the Pennsylvania State University and earned his MBA at New York University.

Rick Bylina, Good Technology Group

Rick Bylina is a Sr. Product Marketing Consultant for Motorola’s Good Technology Group. He has extensive experience in the wireless data, mobile applications space. Rick has worked on many successful wireless projects for Fortune 500 companies and even made history with a hand-held mobile application product for options traders. The Market Maker product was the first hand-held mobile application to provide real-time, wireless NYSE transactions to traders on the floors of the PSE, AMEX, and CBOE. Rick has been an invited guest speaker at many distinguished conferences delivering spirited presentations that educate, enlighten, and entertain.

Bill Chambers, Manulife Investments
Bill is an accomplished speaker offering insights from his book titled Go The Distance, which shows us how to make strides towards achieving our dream goals, how to redefine finish lines as starting lines, and how to find the strength to take one more step.

Currently, Bill is the Regional Vice President for Manulife Investments Northern Ontario region. In his 30 years of service to the financial services industry, he has developed the opportunity to work with a variety of clients and businesses and as a result, has a versatile and highly professional approach to providing superior service and sound council in a timely manner. Bill credits, in part, the discipline and commitment running has instilled in him with assisting him in reaching the level of success that he enjoys in his career. Bill is a graduate of Fanshawe College and had earned both his Securities and Mutual Funds licenses as well as successfully completed the Elderly Planning Course (EPE).

For more information visit http://www.stridingtosuccess.com/home.html

Todd Christy, Pyxis Mobile
Todd Christy is the co-founder, President and CTO of Pyxis Mobile. Todd is responsible for all Product Development activities. Todd has extensive experience architecting and building wireless software systems for some of the world's largest companies. He has more than 12 years of experience in the financial services sector, working primarily with asset managers and insurance companies. He has worked with many leading financial institutions, delivering enterprise-class wireless solutions to meet their mobile computing needs. Todd is regularly called upon to speak at industry events and conferences and is often sought for comment regarding technology trends in the financial services industry (e.g. Wall Street Journal,Washington Post, Report on Business Television). Todd is a member of the NICSA Technology Committee, and sits on Research In Motion's ISV Advisory Council.

Prior to joining Pyxis Mobile, Todd was a senior technology manager in the Financial Services division of Accenture. During his tenure at Accenture, Todd focused on the management and implementation of information technology projects, leading large teams of clients and consultants through complex system engagements.

Todd was recognized in 2006 by the Boston Business Journal as one of the “Top 40 Under 40” business leaders in Boston. Todd holds a B.S. degree in Computer Engineering from Brown University.

Bernard Drost, Innoveer Solutions

Bernard Drost is the Chief Technology Officer at Innoveer Solutions, an award-winning customer strategy and solutions consultancy. Bernard is responsible for Innoveer's overall technology direction, strategy, and point-of-view, and is involved with all aspects of customers' CRM programs, including architecture development and implementation. With a focus on maximizing the success of CRM programs, Bernard also works with Innoveer's partners to ensure that customers are implementing the right technologies and capabilities for their unique business environments. With over fifteen years of experience strategizing and developing innovative technology and CRM programs, Bernard was one of the first ten people to join Innoveer Solutions. He holds both a bachelors and masters of Science degrees in applied mathematics from the University of Twente at Enschede, The Netherlands.

Claudia Fogelin, Interactive Communications, Inc.
Claudia Fogelin is a Managing Partner and co-founder of Interactive Communications, Inc, a sales consulting firm located in New York City. Over the last 14 years she has traveled with, listened to, and provided feedback for financial services professionals and their management teams in order to help them improve their sales results. She does this through strategic sales consulting as well as customized training and coaching.

Interactive Communications works exclusively with financial services firms — asset managers, banks, insurance companies and investment firms. Their clients include Fidelity Investments, Natixis Global Associates, AXA Advisors, Old Mutual Investment Partners, MainStay Investments, and Phoenix Investment Partners.

Claudia and her business partner Mary Anne Doggett have earned a reputation as experts in leading edge distribution strategies. They are often quoted in the financial services press, are featured speakers at industry conferences and author popular white papers such as, Essential Definitions: The Six Roles of Internal Wholesalers. They also authored the study, Reinventing Distribution: Aligning Wholesaling Initiatives with Corporate Goals, which was published in conjunction with the Financial Research Corporation.

Prior to co-founding Interactive Communications, Claudia worked for Citigroup in a variety of sales and sales management positions. She holds a BA from Kirkland (Hamilton) College and two masters degrees from Columbia University.

Margaret Hughes, AT&T

Bio Information Coming Soon!

Scott Kasper, Ivy Funds

Scott Kasper is the Sales Systems Manager for Ivy Funds; an Overland Park, KS based mutual fund distributor and subsidiary of Waddell & Reed, Inc. He is responsible for the development of Ivy’s mobile and desktop CRM system and training of the Ivy sales staff.  Scott has 16 years experience in the mutual fund industry and has held both sales and technology roles. He earned his MBA from Rockhurst University and a Bachelor of Arts degree in Marketing from Truman State University and is an active leader for Boy Scouts of America and a professional percussionist.

Michael King, Gartner Research

"Being a Gartner analyst enables me to be completely objective in my research and evaluations, and gives me insight into the industry that only an unbiased analyst could have. Add to that the prestige and quality that the Gartner name represents and it's a great job!"

Education:

Mr. King studied marketing and communications at the University of Virginia and San Diego State University.

Professional Background:

• Neopoint, Marketing Manager/Research Lead, 1 year
• META Group, Inc., Analyst, 4 years
• A-Com, Sales Engineer, 2 years

For more information on Michael King, please see his profile on Gartner's website by following this link.

Sheryl Kingstone, Yankee Group
Sheryl is the director of Yankee Group’s Enterprise Research group with an expertise in customer centric strategies. Kingstone’s research helps business improve sales effectiveness, customer loyalty and acquisition. Specifically, she helps enterprise clients make decisions regarding the use of technology, business process and information to boost sales and optimize top-line business performance. She also assists vendors with custom research projects, messaging and positioning, as well as product road map evaluations. Kingstone researches and writes on the top trends in marketing and sales effectiveness and customer-centric processes, and evaluates all CRM application and delivery strategies.

Kingstone is a well-known industry analyst in the CRM market, with more than 18 years in the high-technology market. She has extensive speaking experience at conferences and seminars, is quoted in many business and industry journals and provides notable consulting experience with Fortune 1000 companies. Before joining Yankee Group, she consulted with a number of enterprise software companies in the areas of B2B e-commerce, CRM, e-services and internet infrastructure on company and product positioning, acquisitions and IPO strategies for Blanc & Otus. Prior to this, she worked at DataMirror and Praxis International, launching market making new products in the enterprise data replication, transformation and database software market.

As a recognized thought leader in the CRM space, Kingstone was awarded the 2006 CRM Influential Leaders Award and was also the first female to be inducted in the CRM Hall of Fame. She is also an advisor to variety of organizations and a judge on many annual awards.

Kingstone holds a B.S. degree from University of Massachusetts and a M.B.A. degree from Simmons College.

Alan Lee, Legg Mason

Alan is the Head of the Strategic Business Development group within Legg Mason’s US Distribution organization.  The Strategic Business Development group is tasked with improving the efficiency and effectiveness of the organization’s client retention and acquisition efforts through new sales tools & technology, process re-engineering and training.  Pyxis mWholesaler is one of the many sales tool solutions that have been rolled out to support their 100 external wholesalers and product specialists.

Alan previously worked within a number of Business Management and Strategic Planning capacities at Citigroup Asset Management, Merrill Lynch Investment Managers and Morgan Stanley Asset Management. He completed his undergraduate and graduate degrees at the Wharton School of the University of Pennsylvania.

Bob Mazzarella, Pyxis Mobile
Robert Mazzarella has over 33 years experience in the securities industry and more than 18 years at Fidelity Investments. Before he retired from Fidelity Investments in February, 2002 he was president of Fidelity Brokerage Services LLC. During his tenure at Fidelity, he was also president of Fidelity’s Institutional Brokerage Group which included Fidelity Capital Markets, correspondent clearing services, Registered Investment Advisor services, and market data distribution services.

Mr. Mazzarella joined Fidelity in 1983 as vice president of client services for National Financial Correspondent Services. He is now serving on the boards of Placemark Investments, an RIA in Wellesley, Massachusetts, M & O, Inc., a technology firm providing database services to financial firms, Siebert Financial Corporation, a public financial services firm. He chairs the Boston Options Exchange Regulatory Board and is a member of the Board of the Boston Stock Exchange.

Arun Nagarajan, Pyxis Mobile
Arun Nagarajan is a Wireless Architect at Pyxis Mobile, responsible for wireless application design and development. Arun led design and development of Pyxis Mobile's client application on Windows Mobile and BlackBerry platforms, and is a leader in the wireless technology industry. Arun has a BS from Johns Hopkins University and is an avid Snowboarder.

 

T.L. Neff, Pyxis Mobile
T.L. Neff is the Executive Vice President of Client Services, responsible for establishing the strategic direction and future vision for mPlatform. Since joining Pyxis in 2001, T.L. has provided the visionary leadership in establishing mPlatform and Pyxis Mobile as the wireless software leader within the Financial Services Industry. He also manages the Professional Services Group which provides implementations, consulting services, training and customer support for mPlatform. T.L. continues to expand the service delivery capabilities of the PSG team into new solution areas and geographies.

Prior to Pyxis Mobile, T.L. held a diverse set of positions across a wide range of technology and investment management business segments, with extensive management experience at Thomson Financial and Accenture. T.L. has also worked at Evergreen Investments, and State Street Research and Management with over 15 years of financial services experience. He holds a B.A. degree in Economics from the University of Massachusetts , Amherst.

Niki Pall, Pyxis Mobile

Bio information coming soon!

Christopher Perry, Thomson Reuters
Christopher Perry is President of Americas Sales and Customer Service for the Markets Division of Thomson Reuters. Mr. Perry leads the client-facing activities in the Americas for the financial services business, which provides indispensable information tailored to professionals in the financial services and corporate markets.

Previously, Mr. Perry served as President of Thomson Financial, Americas Sales Marketing and Service. Mr. Perry has held a number of senior management positions over the past seven years with Thomson Financial, including Global Managing Director for Sales, Service and Marketing and General Manager of the Real-time division.

Mr. Perry has over 20 years experience in banking, brokerage and financial information services, including executive-level roles at Thomson Financial, Primark, A-T Financial and PC Quote and roles in brokerage and institutional sales with Kemper Financial and American National.

Mr. Perry serves as a director of Make-A-Wish New Jersey and Americas Scores Child Literacy for Inner City Children.

Mr. Perry has an MBA in Marketing from Lewis University and a Bachelor of Science degree in Finance and Economics from Northern Illinois University. Mr Perry also holds NASD Series 7, Series 24, and Series 63 licenses.

William Riordan, Thomson Reuters

Bio information coming soon!

Marc Rosenbaum, Pyxis Mobile
Marc Rosenbaum is a Manager with the Professional Services Group and has been with Pyxis Mobile since 2002. Marc oversees the customer support team within Pyxis and has led over two dozen mPlatform implementations in his tenure. Prior to joining Pyxis, Marc worked as a software developer for UBS. Marc holds a B.A. in Music from Skidmore College.

James L. Stankard, AT&T Industry Solutions
James brings more than sixteen years of expertise in developing and implementing strategic business solutions, corporate strategy and professional management consulting, managing process improvement initiatives, developing and implementing application solutions, emerging technology and mobile solutions, financial analysis, operations management, and marketing and sales consulting.

James presently serves as a senior executive management consultant and practice leader for AT&T Industry Solutions Mobility Practice. Working with a number of Fortune 500 companies ranging from Wal-Mart and Google to Apple and Northrop Grumman, James works with customers to plan mobile strategy, leverage best practices for CRM(SFA:FSA) and Professional Services, recommend security solutions, process improvements, and drive successful line of business application deployments. James’ direct and indirect responsibilities with AT&T have included managing more than $400mm in data & voice revenue as well as leading many large scale cross-industry Fortune 50 data deployments for AT&T.

More Speakers Coming Soon!

For more information on the conference, please contact Kylee McRae at kmcrae@pyxismobile.com or 781-997-0319.