Banco Popular de Puerto Rico

•Graduated Vanderbilt University in 1998 with a BA in Economics\/Psychology•Series 7, 63, 24, 53, 65•Maryland Life, Accident, and Health Insurance License•CFP and ChFC designations•Been with M&T Bank for 12+ years•Management Training Program 1998-1999\n\n•Financial Consultant 1999-2006\n\n•Regional Manager 2006-Present\n

Meg founded Meg Green & Associates in 1984 after looking in vain for the type of firm she believed in. Today, she’s proud to be the CEO of a company that tends to over 200 families, manages and provides investment advice for over $550 million dollars in assets and has been heralded as one of the most outstanding wealth management firms in the nation.Meg consults with clients daily to help architect and implement their financial plans and works closely with clients other advisors, including attorneys and CPAs, to ensure the entire team is coordinated. Meg also advises on many personal and business matters as they relate to families and individuals. Recently, she has expanded their very unique brand of Wealth Management to the Los Angeles area.Meg entered the financial services industry in 1979, and not long afterward was hired by South Florida’s WIOD Radio, to broadcast weekly call-in shows about money. That quickly led to a national show, enabling Meg to bring money “out of the closet” to listeners everywhere. Switching over to television in the early ‘90s, Meg became WTVJ NBC 6’s Financial Expert, where she offered callers and viewers advice during her Meg Green On Money live segment. Meg continues to answer readers’ questions about money in The Miami Herald Business section.Since 2006, Meg has been ranked in Barron’s as one of the top 100 Women Financial advisors. In 2010 she ranked #4 in Florida of the Top 1000 financial Advisors nationally.Besides her many charitable ventures & contributions, Meg spends her leisure time relaxing at her vacation home in Los Cabos, Mexico with her husband Richard, and enjoying the musical careers of her two grown children, Robbie and Abby Gennet, and son-in-law Brett Scallions. Being Grandmother to little Jagger and new grandson Sawyer is her best role yet.

Michael S. Mortensen is President and Chief Executive Officer of PNC Investments, the $32 billion, full-service, retail brokerage division of the PNC Financial Services Group. PNC Investments currently offers its products and services through over 800 dedicated financial advisors located in 13 states and Washington, DC.Mortensen joined PNC Brokerage (predecessor to PNC Investments) in 1994 as a Vice President and Market Sales Director. Before being named to his current position in December of 1997, he served as Senior Vice President and National Sales Manager. Prior to joining PNC Brokerage, Mortensen was a Regional Vice President for Essex Corp., the nation’s largest provider of annuities to banks. At Essex, he was responsible for overseeing the annuity sales program of First Interstate Bank of California. Mortensen began his bank broker\/dealer career in 1989 working first as a branch broker and then Regional Sales Manager for the GNA Securities managed programs at Bank of America and HomeFed Bank.A 21-year veteran of the bank broker\/dealer industry, Mortensen is one of the first individuals to rise from a front-line sales position to become the head of a major bank broker\/dealer. Mortensen is well known throughout the industry, having served on numerous advisory boards and committees. He previously served on the NASD Business Committee, is a past President of the Bank Insurance Securities Association (BISA) and won the BISA Award of Excellence for Executive of the Year in 2006. Mortensen has been a frequent speaker at various industry conferences addressing subjects ranging from sales to compliance and products.A native of Southern California, Mortensen holds a Bachelor of Arts degree in Finance from San Diego State University. Today, he resides in Pittsburgh has two daughters and is an active supporter of the United Way, the YMCA and is Chairman of the Board of the Make-A-Wish Foundation of Greater Pennsylvania and Southern West Virginia.

An author and seasoned business consultant, Tony Cole has successfully coached thousands of people. He brings unparalleled wisdom and expertise to companies nationwide, illustrating a parallel between army basic training, a no-excuses mentality and the accountability required for excellent performance in the corporate world. Tony graduated from the University of Connecticut with a degree in Education. A scholarship athlete, upon graduation Tony leveraged his experience to coach Iowa State University and University of Cincinnati athletic teams. He then spent more than 15 years in sales and sales management positions in the exercise equipment and insurance industries. This unique combination of coaching and selling led him to launch Anthony Cole Training in 1991, which builds sales cultures within organizations nationwide.Resurrecting Anthony: A True Story of Courage & Destination, written by Linda and Tony Cole, will be released in January 2011. This title provides real life insight into how parents must cope with life changing events, business and family.

Lou Mastropietro is currently a Program Director for LPL Financial, a third party marketing leader that provides investment and insurance products and back office infrastructure to banks and credit unions across the country. Lou is responsible for the management and distribution of investments and insurance products and services through the retail branch network of Astoria Federal Savings in New York. Lou’s career in financial services encompasses some 30+ years. He began his career as a retail banker and moved to the investment and insurance industry in 1984. He has managed bank investment and insurance programs since 1989. His experience in the industry includes work done for insurance companies, banks and third party marketing firms. Prior to joining LPL in December of 2006, he managed the ABN AMRO investment and insurance program for LaSalle Bank in Chicago which had a complement of 150 registered Financial Consultants as well as a licensed platform staff of over 500. Lou was named one of the Top 20 Program Managers by the Bank Insurance & Securities Association in both 2008 & 2009. Lou currently lives on Long Island, New York with his wife and three daughters.

Paul A. Werlin is president of Human Capital Resources, a recruiting and consulting firm for banks.