• Team size, headcount and functions
• How and where are data teams organized?
• How are firms balancing expectations for success with resources?
• How are Data and Analyst teams interacting with sales management and/or marketing to develop strategies?

Moderator:
John Pumphrey, Vice President & Director of Distribution Analytics — Eaton Vance Distributors
John is responsible for data integrity and sales analytics within Eaton Vance Distributors. He acts as a liaison to IT, mutual fund operations and financial for all systems used, including customer relationship management, compensation and mobile devices.

Chris Jackson, CFA
Assistant Vice President, Sales Analytics Manager
Federated Securities Corp.

Tom O’Donnell, Vice President, Business Intelligence — Virtus Investment Partners
Tom leads the business intelligence services, managing sales analytics and insuring data quality to support sales and marketing initiatives. He is responsible for the Virtus distribution reporting capabilities, supporting the retail, institutional and international sales groups and managing the customer relationship management systems.