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In May 2021, Marlene was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the insurance industry. As an accomplished leader, she brings her clients a matchless perspective having spent more than 20 years in the insurance industry.
May 5
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Tom Tovar is CEO and co-creator of Appdome, a no-code mobile security solutions platform. Prior to Appdome, Tom served as executive chairman of Badgeville, an enterprise engagement platform acquired by CallidusCloud; CEO of Nominum, a DNS security and services provider that was acquired by Akamai; and chief compliance officer and VP of corporate development and legal affairs at Netscreen Technologies. He began his career as a corporate and securities attorney with Cooley Godward LLP.
Tovar holds a JD from Stanford Law School and a BBA in finance and accounting from the University of Houston.
May 5
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Scott Snider is the president of the
Exit Planning Institute and a nationally recognized industry leader, growth specialist and lifetime entrepreneur.May 5
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In a panel held by NASAA, experts from giant wealth managers explained how reps and their teams often serve as the first line of defense.
May 4
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A 38-year veteran financial advisor won a significant award in FINRA arbitration after a brokerage claimed he made unauthorized trades.
May 4
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The Fed just hiked interest rates by the most in more than two decades to battle inflation. It's not entirely clear if there will be unintended consequences.
May 4
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Fabrizio Tocchini is head of innovation for CCH Tagetik at Wolters Kluwer. He has more than 16 years of experience in the performance management and business intelligence market. As head of innovation for CCH Tagetik, he is responsible for product discovery, development, and commercialization. During his career, Tocchini has held various roles: starting as a consultant, he then dedicated himself to the presale, to the development of the international market and then to the management of CCH Tagetik Benelux and CCH Tagetik Nordic as leader of the two operations.
May 4
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Grazia Cafagna is head of financial services global solution for CCH Tagetik at Wolters Kluwer. She has 20 years of experience in performance management solutions, with a focus on banking and insurance markets. She leads the FS global solutions, including ESG, IFRS17, IFRS9, solvency, and iXBRL, and guides the development of new pre-configured solutions and supports the go-to-market and the go-live for these solutions. She also leads large projects in consolidation, disclosure and regulatory reporting.
May 4
