Paul Teshima

CMO

As Chief Marketing and Commercial Officer I am responsible to our regulators for our managed investing business and lead the brand, marketing and sales teams for our Retail (B2C), Group Retirement (B2B) and Channel businesses to ensure our clients get the help they need on their journey to financial freedom. Firm believer that culture eats strategy for breakfast, and business culture can be built through storytelling. Always have been a leader with a strong focus on sales and customer engagement. Previously co-founder and CEO at Nudge (acquired by Affinity in 2020) and also lead Eloqua (marketing automation) as part of the founding team from $0 to over $100 million in revenue, through IPO and a successful acquisition for $957 million by Oracle. Passion for building great teams and products that help clients grow. Your Network is Your Net Worth Twitter: @paulteshima


All Sessions by Paul Teshima

Printer Friendly See 2026 Agenda

Day 1: Sep 23, 2026

Day 2: Sep 24, 2026