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With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Companys list of the 100 Most Creative People 2014, she has also been referred to as one of the most successful and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her The Last Honest Analyst during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust. \nKrawcheck has often noted that Investing in women is simply smart business and is expressing this view through her ownership in the Ellevate companies. The Ellevate network is 34,000-strong (and growing) global professional womans network, the most expansive and diverse of its kind. Ellevate Asset Management has partnered with Pax World to recently launch the Pax Ellevate Global Womans Index Fund, which invests in the highest-rated 400 companies in the world for advancing women; it is the first and only fund of its kind.\nKrawcheck's embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIns INfluencer and more than 22,000 followers on Twitter.\nA Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.
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Dan Weil’s work has appeared in The New York Times, The Wall Street Journal, Bloomberg, Institutional Investor and Tennis magazine.
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Ryan N. Parsons is a senior counsel and litigation lawyer with Foley & Lardner LLP. He is a member of the firm’s Labor & Employment Practice and Food & Beverage Industry Team.
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Ryan Moeller is a Strategic Relationship Consultant for TD Ameritrade Institutional. Through Practice Management and Consulting engagements, Ryan helps TD Ameritrade Advisors build better businesses, grow assets, increase referrals, retain clients, and navigate the increasingly complex, yet powerful, technology landscape.\nRyan has 15+ years of experience working within the Financial Industry and has been working directly with Financial Advisors for over 13 years. Prior to joining TD Ameritrade in 2011, Ryan had been at Interactive Advisory Software (IAS) since its inception in 2002 and at PricewaterhouseCoopers as a Consultant.\nRyan has an undergraduate degree in business from Augustana College, an MBA from Kellogg School of Management at Northwestern University with a focus on both Operational Management and Strategic Management, and holds FINRA Series 7 and 63 licenses. Ryan resides in Chicago with his wife and is currently focused on Advisors in the Midwest Region.
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Ron Goldstein, CLU, is president and CEO of CHOICE Administrators, which provides health and ancillary insurance options and provider access to small businesses and their employees. He also created and manages America’s oldest state-approved exchange,
CaliforniaChoice , and the nation’s first ancillary benefits exchange, Choice Builder.July 1 -





