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2025 IRI Annual Conference Registrants by Name (view by organization )

Current Number of Registrants: 800
Registrant Title Organization
Jeff Aaron Strategic Partnership Director Franklin Templeton
Steven Acosta National Sales Director LUMA Financial Technologies
Erika Adams AVP & Senior Legal Counsel Athene USA
John Adiletta Product Manager American National Insurance Company (ANICO)
Yaqub Ahmed Head of Global Retirement, Workplace & Wealth (FIRST) Franklin Templeton
Sandeep Ajith Director, Data Analytics Prudential Financial
Bryan Albert Head of Sales American National Insurance Company (ANICO)
Greg Alberti Head of National Accounts American National Insurance Company (ANICO)
Ben Alcid Director, Annuity Sales Enablement, Learning & Performance Nationwide Financial
Jeremy Alexander CEO Beacon Annuity Solutions, LLC
Gina Alsdorf Shareholder Carlton Fields, P.A.
Matt Appenfelder EVP, Head of Annuity Business PIMCO
Shawn Ardizone Assistant Vice President, Sales Operations Delaware Life Insurance Company
Robert Arena Co-President Global Atlantic Financial Group
Nick Argol Chief Strategy Officer Stellar National Life
Shani Armon Chief Operating Officer Insured Retirement Institute
Carolyn Ashmore Director, Business Relationship Management Nationwide Financial
Donnie Atis Senior Vice President, Business Relationship Mgmt, Broker Dealer Global Atlantic Financial Group
Matt Aurelia Relationship Manager Fidelity Investments
Danny Avalos Associate Director, Sales Technology Delaware Life Insurance Company
Bob Bachman Head of Financial Institutions Fidelity Investments
Stacy Bagby Vice President, Sales Administration Sammons Financial Group
Annie Bailey Vice President, Business Relationship Management Athene USA
Liz Bailey Chief Compliance Officer American Equity Investment Life Insurance Co.
Gary Baker Chief Operations Officer CANNEX Financial Exchanges
Sean Baker Head of Retirement Insurance BlackRock
Kerry Bakken Director, Fund Management Sammons Financial Group
Naman Baliga Product & Business Development TIAA
Jason Bao Associate Director Group 1001
Tony Barbara Executive Director - Sr. Product Manager JP Morgan Chase
David Barnes VP- Sales Manager Prudential Financial
Andrew Barnett Director of Technology Innovation Financial Independence Group (FIG)
Jackie Barnett Global Account Manager Salesforce
Janice Barnwell Relationship Director DTCC (Depository Trust
Brett Barratt AVP Government & Regulatory Affairs F&G Annuities & Life
Kathleen Casey Barreiro Executive Director, Legal and Compliance Morgan Stanley Wealth Management
Chad Bartholomew Senior Director Russell Investments
Nick Bartlett Manager, Client Implementations Magnifact
Nancy Bass Associate Managing Director Accenture
Chad Batterson Vice President, Compliance Athene USA
William Baughman Executive Director, Head of Annuity Sales JP Morgan Chase
Kenneth Bauman Associate General Counsel -- Regulatory Affairs Jackson Financial
Andrew Beiger Managing Director Jennison Associates
Kim Beil VP, Head of Insured & Cash Solutions Janney Montgomery Scott, LLC
David Bellaire Executive Vice President & General Counsel Financial Services Institute
Christine Benefield Senior Counsel, Life & Annuities Integrity Marketing Group
Jose Benitez-Ulmer President Universal Life Insurance Company
Lee Bennett VP - National Accounts Fidelity & Guaranty Annuities & Life
Jason Berkowitz Chief Legal & Regulatory Affairs Officer Insured Retirement Institute
Nathan Bernardi Manager Deloitte Consulting LLP

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