WINNER - Todd H. Eckler, Chief Marketing Officer

With FTC’s leading digital capabilities and content experts, Todd was able to quickly pivot to marketing in the COVID world in late Feb 2020...LEARN MORE

FINALIST - Ben Sullivan, Director of Communications

A former independent filmmaker, Ben Sullivan brings an extensive set of production skills and talents to First Ascent...LEARN MORE

FINALIST - Matt Kaufman, Principal, Head of Marketing, Product Development and Distribution

Matt helped Transamerica ideate, message, design and launch their DeltaShares ETF brand, 2017’s largest...LEARN MORE

WINNER - Reg BI App Suite

The goal of Regulation Best Interest (Reg BI) is to ensure a client’s interests remain ahead of any financial firm when recommending a security or investment strategy involving securities...LEARN MORE

FINALIST - Advisor Dashboard

Atindra Barua has extensive experience in the design, development and implementation of delivery models for financial services out-sourcing...LEARN MORE

FINALIST - COREngine Advisor Platform

COREngine, built in the Salesforce.com environment, offers a modern, secure and mobile advisor platform...LEARN MORE

WINNER - Trust Fiduciary Services Enhancements

Key Private Bank enhanced Trust/Fiduciary services—bolstering Trust Real Estate, Trust Tax, Estate Settlement, Irrevocable Life Insurance Trusts, Post-Mortem Administration and Non-Profit service offerings...LEARN MORE

FINALIST - Modern Trust Law Program

Bridgeford developed a multi-digital and social media educational program for advisors and their clients to utilize as an interactive resource in the wealth planning process...LEARN MORE

FINALIST - New Hampshire Trusts

FTNE has increased its efforts to promote the benefits of New Hampshire trusts nationwide, and further developed relationships with third-party advisors, trust and estate attorneys, and high-net-worth clients...LEARN MORE