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Vertical: Finance

The Verticals: Finance

Marketing to Millennials & GenZ

Nov. 20, 2019

Location: Helen Mills, 137-139 West 26th Street, NYC

Time: 8:30-10:30am

There is a massive shift within the financial landscape as younger generations demand disruption and force marketers to tackle their modern expectations of today’s brands. Traditional financial institutions are tasked with engaging tech-savvy millennial consumers, while newly-emerging finance brands must work  to adopt a compelling brand voice. On top of all of this, the entire industry is challenged to address concerns over trust and accountability, data privacy, and stances on social issues. Join our panel of experts for a conversation on navigating this new world of finance. 

Industry Overview:

  • Nadia Masri, Founder & CEO, Perksy

Panel Discussion Moderated By:

  • John Piontkowski, VP, Industry Leader-Financial Services, Verizon Media

Featuring:

  • Leif Abraham, Co-CEO, Public.com
  • Catherine Rose, Head of Brand, Chase Card Services
  • Stacy Styles, VP, Consumer Insights, Mastercard

A special thanks to our Association Partner, The Financial Communications Society

Speakers

 

Catherine Rose, Head of Brand, Chase Card Services

 As the Head of Brand for Card Services at Chase, Cat Rose is responsible for driving brand engagement and account growth for the firm’s consumer credit card portfolio, which includes two of the most recognizable card brands in the country – Chase Freedom and Sapphire.

Cat has been at JPMorgan Chase for over thirteen years in a variety of roles. After heading up the EMEA Employer Brand team for J.P. Morgan in London, she moved to New York City to build the Chase Private Client brand and lead Marketing and Brand for Chase Wealth Management, including the launch of You Invest by J.P. Morgan. Prior to JPMC she worked at Bloomberg L.P. in London focused on Graduate Marketing.

Cat, originally from the UK, has a passion for travel and took a year-long sabbatical back in 2013 to explore the world. She now lives in Scarsdale with her husband and their two sons.  

 

Stacy Styles, VP, Consumer Insights, Mastercard

Stacy Styles joined Mastercard in mid-2006 as the Lead for North American research and insights.  Her team is responsible for consumer trends, insights & thought leadership, and market research to aid in marketing, product development and partnership projects with Mastercard’s external partners.

Her previous experience includes a decade-long tenure at BBDO Worldwide, as well as stints at J. Walter Thompson and Hal Riney & Partners. Her agency experience includes leading strategic and account planning on such businesses as Visa U.S.A., DeBeers, Mars (M&M’s, Snickers, Milky Way), Gillette and Charles Schwab, as well as pro bono work for such groups as Autism Speaks and the Audubon Society.

Stacy holds a B.A. in Journalism and an MBA in Marketing.

Leif Abraham, Co-Ceo, Public.com

Leif Abraham is Co-CEO of Public, the first social investing app, and a Partner at the venture studio Prehype. Prior to Public, he was co-founder and CEO of AND CO, which he grew to become the largest freelancing software in the world. AND CO was acquired by Fiverr (NYSE: FVRR) in 2018. He also co-founded Pay with a Tweet, a first of its kind social payment platform that was acquired by Hanse Ventures in 2012. Previously, Leif has held senior roles in product strategy at R/GA and West, where he worked on product experience and marketing for companies like Rdio, Google, and Venmo. Leif is an investor in companies like Ro Health, and Catch. He is also an advisor to the seed investment fund Urban.us. He was named one of the “Top 10 Minds in Digital” by Adweek, is a double Cannes Lions Grand Prix winner, and has won an MTV OMusic Award.


Nadia Masri, Founder & CEO, Perksy

Nadia Genevieve Masri is a 4-time founder, Forbes 30 Under 30 headliner, and the CEO & Founder of Perksy – a next-gen market intelligence platform that conducts real-time research with Millennial & Gen-Z audiences through mobile. With a fresh take on understanding the habits, behaviors, and preferences of Gen Y & Z consumers, Nadia and her team are redefining market research for the mobile generation by making feedback the favorite form of engagement.

Prior to Perksy, Nadia founded 3 other companies before studying psychology and marketing through Harvard’s continuing education program. Nadia is passionate about product innovation, design, and neuroscience.

 

 

John Piontkowski, VP, Industry Leader-Financial Services, Verizon Media

With more than 28 years of professional sales and sales management experience in technology and digital media, John Piontkowski is the Vice President Industry Leader – Finance vertical for the US at Oath.

John is responsible for leading a national field sales advertising team consisting of managers and sellers focused on the top Financial Services companies in the US.  His team of sales professionals sell all aspects of Oath’s solutions to accounts such as American Express, Bank of America, E*Trade, Fidelity, Progressive Insurance, Geico and Farmers Insurance among others.

Prior to joining Oath, John spent more than 13 years at the Microsoft Corporation.  John held multiple roles including his last 3 years as General Manager for the East Region sales and service organization.  Additionally, John has several years of experience in the technology industry leading teams selling enterprise solutions for ecommerce, infrastructure and application development.

John holds a Bachelor of Science in Business Administration from Villanova University and resides in Connecticut with his wife and two children.


Agenda

8:30-9:00am Networking Breakfast

9:00-10:15am Program Including:

    • Industry Overview by Nadia Masri, Founder & CEO, Perksy

    • Panel Discussion moderated by John Piontowski, VP, Industry Leader-Financial Services, Verizon Media

    Featuring:

    • Leif Abraham, Co-CEO, Public.com
    • Stacy Styles, VP, Consumer Insights, Mastercard
    • Catherine Rose, Head of Brand, Chase Card Services

    Q&A with Audience

10:30am Program Close

The Vertical Series: Finance

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