Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Speakers

Kevin Brown

Kevin Brown - "The Hero Effect"

Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. His resume includes an eclectic mix of career stops that ultimately led him to the purchase of a franchise at the age of seventeen.With a street-wise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom. For nearly two decades Kevin was a sales and marketing executive that helped grow a little known family business into an industry giant with annual revenues reaching two billion dollars.

 

Paul Gillin

Paul Gillin - "Tech Stuff that will Rock Your World"

Paul is a writer, speaker and online marketing consultant who specializes in information technology and social media. He is a prolific writer who has published hundreds of articles about technology-enabled new media while also writing five books. To describe Paul's presentation simply he is going to talk about "Tech Stuff that will Rock Your World!"

 

Jeff Lanza

Jeff Lanza - "Cyber Fraud: Preventing Account Takeover"

Jeff was an FBI Special Agent for over 20 years investigating corruption, fraud, cybercrime and terrorism. His style is designed to provide serious information in an entertaining way. The humor is always tied to key learning points and Jeff does not present a problem without providing solutions and mitigating strategies to avert the threat. This presentation will cover how to prevent various types of internal and external fraud including cybercrime, embezzlement and check fraud. Jeff uses real life examples of the latest hacks, scams and tricks to demonstrate how fraud occurs and what countermeasures individuals and businesses of all sizes can take combat the innovations of criminals.

 

Marc E. Glass

Marc E. Glass - "Economic & Market Strategy Update"

Marc brings more than 25 years of financial services experience to Wells Fargo Advisors where he has worked (along with Wells Fargo affiliates) for the past seven years. The Advice and Market Strategy team is responsible for the following market trends and using Wells Fargo Investment Institute research to pinpoint investment solutions for Financial Advisors and their clients. As a Regional Advice Officer he promotes research themes recommends strategies to effectively align investment portfolios.

 

Amanda Smith

Amanda Smith - "Millennials"

Amanda Smith is Senior Vice President of Marketing for Fidelity Clearing & Custody Solutions, which offers a comprehensive clearing and custody platform, trading capabilities and business process and operations consulting to banks, broker-dealers, registered investment advisors, professional asset managers, strategic acquirers, and retirement advisors and record keepers. Fidelity Investments is a diversified financial services firm that makes financial expertise broadly accessible to people investing their life savings, businesses managing their employee benefits, and advisors investing their clients’ money. Since 1946, Fidelity has been helping people live the lives they want through its customer-centered approach, innovative technology, and investment solutions.

Ms. Smith assumed her current position in 2015, and is responsible for developing the strategy and promotion for all broker-dealer and bank segment marketing initiatives. Ms. Smith joined Fidelity in 2007 as a director in the National Financial marketing organization. From 2010 to 2013, as vice president, she led National Financial prospect marketing and executive communications. From 2013 to 2015, she was senior vice president and head of marketing for National Financial.

Prior to joining Fidelity, Ms. Smith held marketing roles at Liberty Mutual Insurance and Nortel Networks.

Ms. Smith received a bachelor of arts in literature from Duke University and an MBA with concentrations in marketing and information technology from the University of Connecticut. She holds her FINRA Series 7 and 24 licenses.

 

We are committed to providing our financial advisors with an exceptional partnership to ensure they have the support and resources needed to assist their clients in achieving their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

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