Sales Achievement & New Product/Service Awards Final Judges
2017 FINAL JUDGING CHAIR
Kelly Waltrich, SVP of Marketing & Communications, eMoney Advisor LLC, Radnor, Pennsylvania, USA
Kelly Waltrich joined eMoney Advisor in the fall of 2013. Since that time, she has established—and now leads—the team responsible for the planning, development, execution, and monitoring of eMoney’s Marketing and Communications and Lead Generation initiatives.
Prior to this position, Kelly served as Assistant Vice President, Director of Advisor Marketing and Communications at Janney Montgomery Scott, LLC, where she was responsible for creating and managing marketing strategies that increase brand awareness, positively impact revenue, and improve the client experience. Before joining Janney, Kelly provided strategic marketing support to institutional sales and client service professionals at Turner Investment Partners in Berwyn, Pennsylvania.
Kelly attended James Madison University, where she received her bachelor’s degree in marketing and communications, and holds her Series 7 and 66 securities licenses. She is a member of Women in Investing of Philadelphia, as well as the CMO Club. She also serves as Treasurer for the Bucks County Chapter Board of Associates of the Fox Chase Cancer Center and is a member of the American Marketing Association.
Joe Gaeckle, Managing Principal
Lincoln Financial, Philadelphia, Pennsylvania, USA
Sundy Grubel, Senior Design Director
Design and Innovation from Accenture Interactive, Atlanta, George, USA
Sundy is a high-energy service design and experience strategy executive with proven strengths across multiple skills, industries, platforms and markets. Sundy is an entrepreneurial thinker who has been leading the creation of human centered experiences for over 18 years.
Murat Kilinc, Corporate & Commercial Marketing Division Head
QNB Finansbank, Istanbul, Turkey
Murat Kilinc studied Political Science and International Relations at Bogazici University and proceeded to work for Garanti Bank in 2000. He worked at Small Business Banking Department as Assistant Manager in Turkish Economy Bank between 2006 and 2008. He started to work at Credit Europe Bank in Ukraine until 2009 as Group Manager. He then transferred to HSBC Turkey as Investment Products Assistant Manager. He has been in QNB Finansbank Corporate and Commercial Banking Group since 2014. He is the Corporate and Commercial Marketing Division Head.
Amine Kiwan, Customer Solution Support Supervisor
DHL Express, Beirut, Lebanon
Highly Driven, performance focused Leader with 11+ years of supervisory and Coaching experience. Expertise in overseeing day-to-day operations, managing staff, and leading continuous improvements. Holds proven track record of significant improvements in learning processes, productivity, quality, coaching through open communications/walk around and customer satisfaction. Exceptional technology skills combined with proven ability to communicate complex ideas to audience groups. Stellar people management and customer service skills combined with proven ability to form strategic partnerships and oversee complex projects that drive organizational performance.
Jason Lahita, President & Co-Founder
FiComm Partners, LLC, Los Angeles, California, USA
Jason began his career in finance in the RIA community, alongside an entrepreneur named Joe Duran, as the first employee of a national RIA called United Capital Financial Advisers. In addition to representing the corporate brand nationwide and establishing clear and consistent messaging, Jason also worked with the regional RIAs that United Capital acquired, raising their media profiles and highlighting their financial expertise. Following United Capital, Jason joined an international financial PR agency, to establish and lead their Los Angeles office. While in the early stage of his time at the agency, Jason completed his MBA at UC Irvine’s Paul Merage School of Business, with a Marketing focus. Jason left the agency in 2012 to launch FiComm Partners and focus 100% on the RIA space. He has established relationships with journalists from the NY Times, Wall Street Journal, Barron’s, CNBC, FOX Business, Forbes, Thomson Reuters, Financial Planning, Investment News, RIABiz.com, REP, ThinkAdvisor and Financial Advisor Magazine, to name just a few.
Amy Leis, Financial Advisor
Janney Montgomery Scott LLC, Mount Laurel, Pennsylvania, USA
With over 11 years of experience in financial services, my specialization is in Sudden Wealth including inheritance, divorce, sales of businesses, stock option vesting, and personal injury awards. My Masters and PhD are from Temple University. I hold the AWMA® and the CRPC® designations from the College for Financial Planning.
Catherine Molloy, Director
Auspac Business Advantage, Maroochydore, Queensland, Australia
Catherine Molloy is a Keynote Speaker and Communication Master, specialising in sales, service and leadership. Catherine has immersed herself in the field of communication and body language psychology. Catherine resides in Australia, has won an Australian Institute of Management Award and travels globally, energising and motivating businesses and audiences alike.
Leslie Phillips, Senior Manager Internal Communications
GoDaddy, Gilbert, Arizona, USA
Primary communications consultant for our largest, most-valued organization at GoDaddy - our people. With over ten years of online industry experience I have a true passion for start-ups and small business organizations. Frankly, I just have a huge crush on the Internet.
Christina Pitchford, Partner
Cassidy, Connor & Pitchford, LLC, Philadelphia, Pennsylvania, USA
Tara Sporrer, SVP, Marketing
Moxie (www.gomoxie.com), San Bruno, California, USA
Tara Sporrer is a customer operations and marketing professional with more than 15 years of experience in the enterprise software industry. As Moxie’s VP of Marketing, Sporrer is responsible for delivering corporate communications and marketing programs that drive the company’s market presence, revenue and profitability. Prior to joining Moxie, Sporrer served as Director of Worldwide Customer Operations, Alliance Management, and Web Marketing at Talisma Corporation.
Joe Steuter, Director of Marketing
Peak Advisor Alliance, Omaha, Nebraska, USA
As the Director of Marketing for Peak Advisor Alliance, Joe is responsible for the overall direction of the Peak Advisor Alliance brand, identity, and reputation. He directs all key messaging for Peak's national coaching and content programs - and serves as a consultant for advisors looking to grow their brand through marketing.
Aniket Suru, Regulatory Programme Manager
HSBC, London, United Kingdom
Kyle Van Pelt, Managing Director of Partnerships
Riskalyze, Atlanta, Georgia, USA
Kyle Van Pelt is the Managing Director of Partnerships & Integrations at Riskalyze. Riskalyze is the company that invented the Risk Number™ and was twice named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine. Over $130 billion in assets are currently managed through the platform. Kyle is a graduate of Liberty University and when he is not spending time with his family, he can be found with a finely crafted cup of coffee, working to ensure Riskalyze is deeply integrated with the industries best of breed financial technology.
Stephen Waltrich, Senior Vice President of Operations
Mill Creek Capital Advisers LLC, Conshohocken, Pennsylvania, USA
Stephen is the Senior Vice President of Operations for Mill Creek Capital Advisors, LLC, where he oversees the Operational and reporting platforms, and delivery of investment program operations for the firm. Stephen has more than 19 years’ experience in the financial services industry, focused on reporting and investment operations. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. In this role, he was responsible for the Middle Office Operations in the Investment Manager Services division. In addition, Stephen spent several years as the Director of Institutional Operations at Turner Investments, LP, covering global equity, mutual fund, hedge fund, and UCITS products. He started his career with The Vanguard Group in the Fund Administration team. Stephen received a B.S. from The Pennsylvania State University and a M.B.A. in Finance from La Salle University.