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Oct 22nd | 8:30 AM - 3:00 PM | New York

National Accounts Roundtable

National Accounts executives gathered in New York for the debut event of IMEA’s newest Executive Council. This event brought together key leaders in the industry to address the challenges and opportunities impacting their field. This true Roundtable format provided participants with an open and interactive forum for candid discussions on top-of-mind issues, including:

  • Data
  • External Partners
  • Products & Vehicles
  • Internal Partners
  • Training & Development
  • Structure & Incentives
Event Address: 225 Liberty St, New York, NY 10281

PRESENTERS

Stacy Bernstein

Head of Financial Intermediaries

American Century Investments

Tim Kresl

Managing Principal, Head of US Client Success

Broadridge

Diane Marzula

Manager of Global Accounts

Federated Hermes

Sean Carey

Vice President, Strategic Account  Management Platforms

Invesco

Zach Flechtner

Head of National Accounts

John Hancock Investment Management

Taneka Lawrence

Head of National Accounts

Polen Capital

Sean Mackley

Head of Broker/Dealer National Accounts & Centers of Influence

T. Rowe Price

THERE’S NO BETTER TIME TO

JOIN THE IMEA!

For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.