The golden formula for client retention – Finding synergy between Marketing and Sales panel discussion
At TSAM – The Summit for Asset Management East Coast in New York, Ancram IRBD Principal Nancy Vailakis and a remarkable group of speakers will delve into the topic: The golden formula for client retention – Finding synergy between Marketing and Sales.
For this talk, Nancy will be joined by:
Lara Hoffmans – CFA Managing Director, Marketing at Diamond Hill
Patrice Trichon – Head of Marketing, Client Reporting and Digital in Investment Management, Brown Brothers Harriman
Charles F. (Chuck) Burke – Jr., Managing Director – Head of Global Marketing for Morgan Stanley Investment Management, Morgan Stanley
Anthony Russo – Senior Director of Product Marketing, Seismic