Banco Popular de Puerto Rico

As Wells Fargo’s Chief Marketing Officer, Jamie Moldafsky leads the development and implementation of enterprise marketing strategies for the Wells Fargo brand, considered one of the world's 25 most valuable. Her responsibilities also include advertising; direct, experiential and diverse segments marketing; the integrated marketing calendar; market research; social media; brand reputation efforts; management of the company’s meeting and events; and leadership of the company's 11 history museums. She also is a key partner to the company's lines of business, influencing their strategies for the promotion, distribution, and pricing of their products and services. Moldafsky, a six-year company veteran with more than 20 years of marketing and executive general management experience, most recently was executive vice president of Home Equity Acquisition and Customer Management. Before joining Wells Fargo, Moldafsky was general manager for Whirlpool Corp.'s Kitchen Aid brand, responsible for the brand's profitability. She also was senior vice president for Retail Marketing at Charles Schwab, the national brokerage company, and held leadership marketing roles at American Express. Moldafsky holds an MBA from the Wharton School at the University of Pennsylvania and a bachelor's degree from the University of Michigan. She is chair of the marketing committee of the Boys and Girls Clubs of San Francisco and a board member of The Ad Council.

Mark Fell leads RBC Wealth Management’s global strategy, brand and marketing team. He is responsible for driving the overall strategic agenda for the Royal Bank of Canada’s global wealth management division. RBC is the 11th largest bank in the world and RBC Wealth Management is the world’s 6th largest wealth management firm with over $800 Billion in assets, 11,000 employees and global operations in over 20 countries.In 2011, Mark became responsible for leading the activation of the RBC Wealth Management brand to build and sustain awareness of RBC being a global leader in wealth management. As part of this, Mark is responsible for advertising and marketing RBC Wealth Management globally, which includes the execution of its global sponsorship initiatives. In partnership with consulting house Capgemini, Mark’s team also leads the development and launch of the World Wealth Report,the annual thought leadership benchmark on the state of the global wealth management industry.Prior to joining RBC Wealth Management in 2009, Mark was Director, RBC Enterprise Strategy, responsible for leading the strategic planning process across RBC’s full financial group. In addition to other roles at RBC, Mark has worked as a management consultant in Canada and began his career in London working for British Gas and the London International Financial Futures and Options Exchange (LIFFE).Mark has a Law degree from Oxford University (MA, Oxon) and a BA Hons from Queens University in Canada. Mark lives in Toronto with his wife and three children.

Josh Wright is an Executive Director at ideas42, with a focus on financial services, economic mobility, healthcare, and strategy for the firm. Josh has extensive experience in the for-profit, non-profit, and public sectors; industry experience in financial services, media and entertainment, housing, and youth development; and functional expertise in business strategy, new business development, and new venture creation. Immediately prior to joining ideas42, Josh headed up the Office of Financial Education and Financial Access at the United States Department of the Treasury. Previously, Josh held positions at the Center for Community Change, Booz Allen and Hamilton�s Commercial Management Consulting business, and was a Senior Executive at Bertelsmann�s Random House, Inc. In addition, Josh served for two terms as an elected City Councilmember for the City of Takoma Park Maryland. He holds a BA from Wesleyan University and an MBA from the Yale School of Management, with concentrations in Business Strategy and Finance.

With over 17 years of business and finance experience and a family lineage of entrepreneurs, Joel has developed a passion for common sense management and things that work.As a seasoned leader of social media strategy and the customer experience, Joel has spent the last 9 years focused primarily on social media and financial services. He has developed and executed successful social media programs for Wells Fargo, Charles Schwab, and now Bank of the West.Since joining Bank of the West in 2010, Joel has developed the company�s comprehensive social media strategy and has overseen the launch of the bank�s Facebook, YouTube, Twitter, Linkedin, and blog channels as well as many Marketing and infrastructure programs.He holds a BA degree from Western State Colorado University and is a certified Project Management Professional. He is a native of California and lives in the San Francisco Bay Area.