Eileen is SVP of Digital Product at AssetMark leading product innovation and strategy for digital wealth management solutions.

Eileen spent much of her early career evaluating unique investment strategies. She worked on seeding early stage and women and minority-owned investment manager portfolios as an analyst at Progress Investment Management, and managed multi-strategy hedge fund portfolios as a Director at Meridian Investment Management and Wells Fargo Alternative Asset Management. At Wells Fargo, Eileen created the first RiskOptics system to help advisors measure traditional and alternative investment risk and communicate it to clients. 

Prior to Asset Mark, Eileen was at US Bank where she spent time leading the Alternative Investment research team, then expanded into strategy, where she was tapped to launch the first centralized total portfolio guidance system for Wealth Management. 

Seeing the industry’s digital transformation approaching, Eileen spent a year sharpening her skills in the Stanford Innovation and Entrepreneurship program, a joint program from the School of Engineering and Graduate School of Business. She became an Innovator-In-Residence at U.S. Bank, where she developed concepts for new investor experiences based on behavioral finance and gamified engagement loops for long term investing. 

Eileen is known for her creative streak, and is the author of a popular comic book series called Super Sikh(TM). She was featured in the award-winning documentary film “Drawn Together” which explores the work Eileen, Keith Knight, and Vishavjeet Singh have done to break down stereotypes through comics and cartoons. 

Eileen also enjoys screenwriting, and in the past she has directed indie films, played bass in an all-mom rock band, and managed a small underground house music record label. She lives in Oakland, California, and is mom to two boys: one musician and one software engineer.


 
Jeff Marsdenhttps://www.linkedin.com/in/jeffmarsden/ Twitter: @jeff_marsden

Jeff Marsden

https://www.linkedin.com/in/jeffmarsden/

Twitter: @jeff_marsden

Jeff is Chief Product Officer at PureFacts (which acquired Xtiva).

Jeff is a financial services and fintech expert. He has spent his career in financial services and financial technology focused mainly on helping organizations find a path to outstanding performance. After spending 7 years working as a Strategic Management Consultant for the senior teams at many top financial services firms across North America, he shifted to the financial technology sector. He’s an inventor also (if being patented means you are an inventor) and he is a thought leader on front-office business performance and writes on occasion for industry blogs and publications.

Jeff is stricken by the entrepreneurial gene and has founded or co-founded 5 companies (6 if you count that neighborhood dominating landscape operation back in the 80’s) across several industries including Environmental Services (Environmental Ventures), a digital Recruiting Marketplace (CareerLink), an Advisor Practice Management technology (PriceMetrix Inc.), a technology focused corporate advisory firm (Oxygen Ventures). He also ran a wealth management marketing services aggregator for 2 years. He loves to mentor co-founders of technology start-ups and maintains an active mentoring portfolio. He is a member of the Board of Directors of Canadian Asset Management firm Bristol Gate Capital Partners.

Jeff is based in Toronto and has two incredible kids.