You’ll learn how to:
- Identify and qualify HNW prospects using verified wealth intelligence
- Build more meaningful connections with your ideal clients
- Overcome common engagement challenges with actionable data insights
- Integrate data-driven strategies directly into your existing workflow
- Apply proven tactics from real-world success stories
Learn from real-world examples and Altrata’s exclusive insights. Walk away with actionable strategies to grow AUM in 2026.
Our Speakers
Eden Willis, Global Head of Financial Services, Altrata
Eden Willis is Vice President and Global Head of Financial Services at Altrata, where she leads strategic data-partnership initiatives and intelligence solutions across wealth management, banking, and asset-management teams. With a deep background in uncovering high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, Eden is passionate about helping wealth managers transform raw data into actionable engagement strategies that generate meaningful connections and deliver growth.
Rob Le Piane, Chief Product Officer, Altrata
Rob joined Altrata as the Chief Product Officer in October 2024. Rob has held leadership roles in Product, Customer Experience, Technology and Operations across several different industries. Prior to joining Altrata, Rob led the Product and Customer Experience teams at KWI, a complete retail technology platform. Prior to KWI, Rob held leadership positions at Synchronoss Technologies, where he focused on strategic technology partnerships, and at Intralinks, a global leader in secure content collaboration.
Dan Reinhold, Global Head of Business Development, Barclays Private Bank
Dan leads the Business Development team for Barclays Private Bank and Wealth Management (PBWM) globally. In addition to managing a team of Business Development Managers, Dan meets with many of PBWM’s new clients and prospects, to understand what they are looking to achieve and how best they can meet their objectives with Barclays. Dan joined Barclays in 2022, having spent 15 years leading Business Development teams in Professional Services and Private Equity.
Nanci Snell, Executive Director, Wells Fargo Private Bank
Nanci Snell, based in Charlotte, North Carolina, has been with Wells Fargo for 29 years. As chief operating officer of The Private Bank and Wells Fargo Partnerships, Nanci Snell focuses on the execution of strategies to provide Wealth & Investment Management’s (WIM’s) largest clients with the highest level client benefits, servicing, and access to Wells Fargo’s entire platform, including Commercial Banking (CB) and Corporate & Investment Banking (CIB). She also builds connectivity to ensure CB and CIB clients have easy access to WIM products and capabilities.