Evolution of Corporate Culture

George Wilbanks spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry leading position before founding Wilbanks Partners LLC in 2011. Earlier he had worked with a venture capital and family office business Agtek International, and then The Dreyfus Corporation in business development as Assistant to the Chairman. A graduate of Williams College with a degree in Political Philosophy, he subsequently earned his MBA in Marketing at New York University’s graduate school of business.

In this role, Sue Thompson is responsible for developing and leading the SPDR ETF distribution strategy across all client channels in the Americas, including institutional, intermediary and strategic relationships. 

Prior to joining SSGA in 2018, she was at Thompson Peak Advisory where she was CEO and President of her own consulting firm.

Previously, Sue worked for BlackRock for eight years where she was responsible for growing the iShares Americas franchise with the intermediary and institutional asset manager channels.

J. Womack serves as the Managing Director of Investment Products & Personalization for Independent Advisor Solutions by SEI. In this role, he is responsible for product and service strategy, and oversight of the broad portfolio of investment solutions available through Independent Advisor Solutions by SEI. Prior to joining SEI, J. worked as Head of Investment Strategy and Chief Administrative Officer for Capital Preferences, Ltd., where he was responsible for day-to-day operations and the development of quantitative methods that integrated behavioral finance with investment strategy and financial planning.

J. graduated with a Bachelor of Arts in Economics from the University of Southern California, and an MBA in Finance from The Wharton School at the University of Pennsylvania.

Paul Zettl, Senior Vice President, Global Head of Marketing serves as the Chief Marketing Officer. He has over 25 years of experience in marketing and product management. Prior to joining the firm in 2019, Mr. Zettl’s tenures included roles at T Rowe Price, TD Ameritrade, and Fidelity, where he developed integrated marketing strategies that helped the firms expand client outreach and raise brand awareness. He has extensive expertise in business planning, digital marketing, advertising, public relations and brand management for financial services companies, including retail brokerage, banking, retirement and asset management. Mr. Zettl has a BA from the State University of New York College at Cortland and is based in New York.