Wealth Onsite Workshop Agenda

Claro Headquarters
388 Greenwich St
New York, NY
December 16th, 2025
1:30 PM - 4:30 PM
  • Welcome & Introductions
    (Mutual)
    1:30 - 1:45
  • Claro Wealth
    (Owner: Jennifer Finnin and the Claro Team)
    • DocuSeal's understanding of wealth pain points
    • Current State, Key Priorities & Initiatives
    • Claro to host reverse demo of current Wealth landscape
    1:45 - 2:15
  • Wealth Industry Trends
    (Owner: Patrick Meyer and Mark Kurtz)
    2:15 - 3:00
  • BREAK
    3:00 - 3:15
  • IAM Vision & Overview
    (Owner: Shawn Stilwell)
    3:15 - 3:30
  • DocuSeal Wealth Demos (Best in Class)
    (Owner: Mark Kurtz)
    3:30 - 4:15
  • Workshop Wrap Up Session
    (Owner: Sara Draffin and Jennifer Finnin)
    • Gather feedback on "best in class"
    • Confirmation of Priorities
    • Agreement on Next Steps / Actions Ahead
    4:15 - 4:30

Attendees

DocuSeal

Julie McCabeRemote
VP, Enterprise Sales North America
Patrick MeyerOnsite
Senior Director, Solution Consulting
Shawn StilwellOnsite
Strategic Account Director
Jennifer FinninOnsite
Director, Engagement Management
Eric BeattyOnsite
Lead Digital Transformation Consultant
Mark KurtzOnsite
Principal Solution Consultant
Daron BalducciOnsite
Regional VP, Enterprise Sales Management
Dan KennellyRemote
Director, Solution Consulting
Michael CipollaRemote
Area VP, Enterprise Sales
Sara DraffinOnsite
Principal Customer Success Account Manager
← Back to Framework