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Sid Ratna
Chief Marketing Officer, Head of Digital & Analytics, Financial Advisor Services
Vanguard
Speaker Bio
Sid Ratna is the chief marketing officer for Vanguard Financial Advisor Services™ (FAS), a role he took on in 2021. He focuses on expanding market share, enhancing brand perception, and supporting financial advisors. Sid's initiatives include lead-to-revenue campaigns, digital client acquisition, creative strategy, MarTech deployment, and predictive analytics.
Previously, Sid held senior roles at J.P.Morgan, including U.S. chief marketing & analytics officer, global sales enablement & analytics officer, and global information head. He specialized in data science and analytics, using AI and machine learning to improve revenue and achieve "distribution alpha." His work enhanced programmatic, demand generation, and paid media strategies, boosting targeting accuracy and ROAS.
Sid holds an M.B.A. from Yale School of Management, with a focus on banking, corporate finance, and securities law, and a B.A. in economics from McGill University.
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Previously, Sid held senior roles at J.P.Morgan, including U.S. chief marketing & analytics officer, global sales enablement & analytics officer, and global information head. He specialized in data science and analytics, using AI and machine learning to improve revenue and achieve "distribution alpha." His work enhanced programmatic, demand generation, and paid media strategies, boosting targeting accuracy and ROAS.
Sid holds an M.B.A. from Yale School of Management, with a focus on banking, corporate finance, and securities law, and a B.A. in economics from McGill University.
Session
Tuesday, June 03, 2025 07:30 AM - 08:45 AM MDT
Financial Services CMO Panel & Networking Breakfast
Joseph Zubkoff,
Senior Sales Manager, Gartner
Tom Wennerberg,
Executive Partner, Bus Services, Gartner
Sid Ratna,
Chief Marketing Officer, Head of Digital & Analytics, Financial Advisor Services, Vanguard
Michelle Draper,
Chief Marketing Officer, First Citizens Bank
Ram Subramanian,
Chief Marketing Officer, Deposits Business, Discover Financial Services
Pam Piligian,
Chief Marketing Officer, Navy Federal Credit Union
This breakfast session will include a panel discussion with Financial Services CMOs discussing key themes from the conference, including exceeding expectations in an era of disruption, making an enterprise impact as a functional leader, and harnessing AI-driven productivity.
You will also have an opportunity to grow your network and make impactful connections with fellow attendees from the industry.
Financial Services includes (but is not limited to) Banking, Investment, Wealth/Asset Management, Life Insurance, Lending, Annuities & Fintech. ... Show More Show Less
You will also have an opportunity to grow your network and make impactful connections with fellow attendees from the industry.
Financial Services includes (but is not limited to) Banking, Investment, Wealth/Asset Management, Life Insurance, Lending, Annuities & Fintech. ... Show More Show Less