Technology: Standing in the Gap
Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.
Chief Information Officer, United Planners Financial Services
Aaron is the Chief Information Officer. He received a BS degree with a concentration in Business Management from Golden Gate University. He joined United Planners in 2007, coming with 15 years of broad-based financial services industry experience including compliance and IT.
Director of WealthStack Content and Solutions, Informa Connect
Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.