Banco Popular de Puerto Rico

Christine’s distinguished career in the financial services industry might be summed up in two words: vision and passion. For more than 20 years her dynamic and effective leadership skills and ability to translate strategic visions into reality have proven valuable to some of the premier firms in the country including FSC Securities Corporation; National Financial Services, a Fidelity Investments company; and Lincoln Financial Network.Her visionary leadership style, well known by those in the field, has helped make Christine one of the industry’s leading Broker\/Dealer recruiting and retention specialists. As National Sales Manager at FSC Securities, she was instrumental in the growth of Broker\/Dealer \nrevenues from $150M to more than $200M.Christine’s role at J.W. Cole Financial, a full-service independent Broker\/Dealer, leverages her experience as a strategic leader. As Executive Vice President of Business Development, she utilizes her relationship management and recruiting expertise to grow the firm’s revenues. Additionally, she employs her industry and marketing experience to develop and expand brand awareness of J.W. Cole Financial.Christine has also served as a consultant for firms and advisors in such critical growth areas as: practice management; marketing; technology solutions; workflow process; and regulatory issues. As an industry veteran, Christine displays a talent for shifting seamlessly between her roles in the Broker\/Dealer community.Christine holds both a Series 7 and Series 24 license. She is also an active member of: the Financial Services Institute, the Financial Planning Association, and Women in Insurance and Financial Services. She and Jeffrey, her husband of 30 years, have two daughters, Lauren and Meredith.When asked to provide feedback about what defines leadership, Christine relays: “I read somewhere that great leadership is not so much about process and technique as it is about relationships. It should be looked upon as an attitude rather than a routine. I agree with this assessment, and believe there is a delicate balance between the art and science of great leadership. Great leaders grow other great leaders. I make it my objective to seek the best for those I lead, in the hope that I am raising their personal best. Knowing that I have a hand in that is the most fulfilling part of my work.”

In the past 16 years at Fifth Third Bank (and its predecessor Citizens National Bank) Jaleigh has had many roles from running Institutional Services to her current role as Managing Director in the Private Bank and CEO of the bank’s new Family Office. Her varied responsibilities have included individual sales and client service, leading a sales team and developing and executing on strategic vision.Prior to joining the bank, Jaleigh was the partner in charge of the tax department for a Top 40 CPA firm where led the firm’s practice in ERISA consulting, financial and estate planning and tax research.In 2002, Jaleigh founded the Women’s Financial Group for the bank’s top clients and prospects. She is a frequent speaker at both technical tax and financial planning conferences as well as women’s leadership and financial events.Jaleigh received her BS in Accounting from Southern Illinois University.

Joan Valenti is a Certified Financial Planner™ Professional who has been providing financial planning services for 27 years. She received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her Certified Financial Planner™ certification from the College of Financial Planning in 1991. She holds FINRA registrations 7, 63, 24, and 65 and is an investment advisor representative at LPL Financial and also holds an insurance license. LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker\/dealer supporting more than 12,000 financial advisors nationwide.*Joan has spent her career concentrating on Retirement and Estate Planning utilizing investment and insurance products. While dedicated to unbiased financial advice, Joan specializes in helping her clients work towards their retirement goals and the distribution of their assets in a tax efficient manner. As a wealth manager she helps to design an investment strategy to help clients work to achieve retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan’s focus is on wealth accumulation and the income distribution phase of retirement.She is an OSJ Branch Manger with LPL Financial with focus on Compliance procedures in her oversight of other Registered Representatives with respect to Suitability Standards and Record-Keeping Procedures.Active in her community, Joan is on the Farmington Food Pantry Board of Directors. She is a member of the Advisory Board of Northwest Community Bank. Joan also is a Past President of Rotary and Paul Harris Fellow of Rotary.Joan resides in Unionville, CT with her husband and twin daughters.Securities offered through LPL Financial Member FINRA\/SIPC.* As reported in Financial Planning magazine 1996-2009, based on total revenues.\n

As lead Corporate Governance and Diversity analyst, Aditi directs Calvert’s research, advocacy and policy work on these important issues. In this role, Aditi has led Calvert’s efforts to promote boardroom diversity including filing Calvert’s 50th board diversity resolution, successfully petitioning the Securities and Exchange Commission to enhance critical board diversity disclosures, and collaborating with a broad coalition of institutional and faith-based investors to advance the issue.In her role, Aditi also spearheads a number of efforts aimed at advancing corporate diversity including promoting the implementation and adoption of the Calvert Women’s Principles®, the first global code of corporate conduct focused on empowering, advancing and investing in women worldwide, by a broad range of public and private entities. As part of these efforts, Aditi has helped develop the Gender Equality Principles Initiative with the City of San Francisco’s Department on the Status of Women and Verité, in an effort to engage companies on advancing women in the workplace. Aditi also worked as part of an advisory group with the United Nations Global Compact and UNIFEM to launch the Women’s Empowerment Principles.Aditi develops and implements sustainable investment guidelines for corporate governance and diversity, which are applied across many of Calvert’s domestic and international mutual funds. Aditi participates in a number of multi-stakeholder initiatives aimed at advancing environmental, social, and governance objectives, and frequently writes and speaks on these issues to various internal and external stakeholders. She co-authored both editions of Examining the Cracks in the Ceiling, which looks at the practices of a wide range of companies in the areas of diversity and gender relations.Further, Aditi’s experience includes engaging companies and policy makers on executive compensation, board independence, and privacy issues. Aditi serves as an Advisory Member to the institutional investor-led Diverse Director Database initiative that seeks to develop a pool of diverse talent for corporate boards. Her research focuses on the information and communications technology sector. She earned an MBA in Finance from George Washington University and a BS in International Economics from the University of Florida.

John Bishara has over 17 years of experience selling, designing, planning and managing the production of both traditional and online advertising\/ marketing media, and Web-based software applications. Mr. Bishara has served as Creative Director for Homes.com, the World’s 2nd largest real estate portal, Chief Marketing Officer (CMO) of Landon Media, and is currently Chief Marketing Officer (CMO) of Gwynella Enterprises.His career has evolved from a traditionally-educated graphic designer to Chief Marketing Officer (CMO), and he has extensive experience within traditional ad agencies, in-house marketing departments, start-ups and fortune 1000 consulting companies. He firmly believes that better design is the cornerstone of all business systems, and he strives to apply that principle to every project, venture, and task.