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INNOVATORS

A session at Marketing to Millennials for Financial Services

  • Jackson Mueller
  • Tobin McDaniel
  • Greg Davis

Wednesday 20th April, 2016

11:00am to 12:30pm (EST)

INNOVATION:

Millennials, Technology and Finance: Bringing Your Financial Service into the 21st Century

Jackson Mueller
Senior Associate, Policy Research Analyst, Milken Institute Center for Financial Services

ROBO-ADVISING:

Rise of the Robots: Integrate Automated Investing into Your Overall Advisory Strategy

Tobin McDaniel
Vice President Schwab Intelligent Portfolios, Charles Schwab

INDUSTRY EXPERTS:

Game-Changing Technologies: Ad Channels to Capitalize on the Platforms Millennials Use

Greg Davis
Director of Sales, Financial Services, LinkedIn Sales Solutions

About the speakers

This person is speaking at this event.
Jackson Mueller

Senior Associate, Policy Research Analyst, Milken Institute Center for Financial Services

This person is speaking at this event.
Tobin McDaniel

Vice President Schwab Intelligent Portfolios, Charles Schwab

This person is speaking at this event.
Greg Davis

Director of Sales, Financial Services, LinkedIn Sales Solutions

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When

Time 11:00am12:30pm EST

Date Wed 20th April 2016

Short URL

lanyrd.com/sdxrpw

Official event site

www.millennialfinancialsummit.com

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