Banco Popular de Puerto Rico

Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry.   \nCheryl has over 25 years of experience working in the wealth management industry and has been instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts (UMAs). \nIn her current position, Cheryl is now the driving force behind the Investment Services Single Platform strategy, which comprises many initiatives that will result in: an integrated front-middle-back wealth management solution; a single managed-account platform; an aggregated view of client assets and liabilities to support goals-based wealth management; and a heightened focus on supporting the financial advisor with  a digital advice offering to complement the service they deliver, increase their effectiveness, improve the investor experience and grow assets under management.\nCheryl played significant roles in the acquisitions of Upstream Technologies and AdviceAmerica, providing Fiserv clients with an integrated trading environment and financial advice and planning technology, respectively. \nCheryl is a recipient of the Money Management Institute’s (MMI) prestigious Pioneer Award for contributions, which embody MMI’s mission to serve as an advocate and catalyst for growth in the managed accounts and wealth management industry. Cheryl is on the Board of Directors for the AdviceAmerica business at Fiserv. Cheryl sits on the MMI Leadership Advisory Council and is on the Board of Trustees for the MMI Gateway to Leadership Diversity program.

Sharon Oberlander is a Managing Director-Investments and Wealth Management Advisor of The Oberlander Group with Merrill Lynch in Chicago. Her areas of expertise include retirement planning, asset management and investments and wealth transfer.\nSharon has more than 30 years of extensive experience in the field of Banking and Wealth Management for high-net-worth clients. She served three years on Merrill Lynch's Advisory Council to Management and served on the Merrill Lynch Trust Company Non-Profit Council in 2008.\nShe has earned several prestigious professional distinctions, including Barron’s America’s Top 100 Brokers 2003 through 2005, Barron's Top 100 Women Financial Advisors 2006 through 2010, Barron's Top 1,000 Advisers 2009 and 2010, Registered Rep annual Outstanding Broker Award 2006, and Chicago Magazine’s Top 50 Financial Advisors in 2008.\nIn addition to these honors, she serves as a media spokesperson for Merrill Lynch and has appeared in numerous outlets including Barron’s, Chicago Tribune, CLTV, Chicago Magazine, Pioneer Press community newspapers, Today’s Chicago Woman and NorthShore magazine, discussing tips and trends in personal finance.\nSharon also plays an active role in the Chicago community through her involvement in The Executive’s Club of Chicago Women’s Leadership co-chair, the University of Chicago Medical Research Board, and several cultural and arts organizations.\nA graduate of the University of Manitoba in Winnipeg, Canada, Sharon and her husband reside in Northbrook, Ill., and have two adult children.

Mary Ann Bartels is Head of Technical & Market Analysis at BofA Merrill Lynch Global Research. She brings over 20 years of investment experience to this role and is well known by clients and business partners for developing various proprietary models for equity pairs trading and for her sector, industry and stock selection. Ms. Bartels is also known for her extensive work on Hedge Funds. She is the lead analyst on research publications such as Market Analysis Comment, Hedge Fund Monitor and Monthly Chart Portfolio of Global Markets. \nMs. Bartels rejoined Merrill Lynch in 1999 working with the European Quantitative Strategy Team and became head of Global Equity Trading Research Strategy in 2001. Prior to rejoining Merrill Lynch, Ms. Bartels held portfolio manager positions at Batterymarch in Boston and Avatar\/Zweig Associates in New York. \nFor four consecutive years, Ms. Bartels has been voted to the Institutional Investor All-American Research team and was awarded second place in 2008 and 2009. She appears on CNBC and Bloomberg and is often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s. \nMs. Bartels earned a Bachelor of Science and Master of Arts degrees in Economics from Fordham University. \n

Stephanie Sammons spent over 15 years in the financial services industry at two of the largest global wirehouse firms, Merrill Lynch and UBS, serving as a Financial Advisor, Branch Manager, and Regional Marketing Manager.In her various positions at both firms, Stephanie completed two high-level corporate leadership development programs and served in a leadership capacity to thousands of financial advisors while managing a book of high net worth clients. She developed and implemented numerous successful financial advisor training programs around personal branding, niche marketing, client management and acquisition, and referral marketing at both Merrill Lynch and UBS. In addition, Stephanie led high level sales and marketing campaigns, client events, and financial advisor top producer initiatives.\n\nStephanie holds the professional CFP® designation as well as Series 3, 63, 65, 7, 9, and 10 licenses. She is a regular contributor to the Social Media Examiner and Horsesmouth.\n\nOut of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISOR™ to help financial advisors, financial services firms, and strategic partners position for success in a wired world. Stephanie's unique industry background, financial advisor sales and marketing experience, and knowledge of industry regulations have catapulted her as a reputable expert in the field of online new media marketing and social media.\n\n

Ann Hughes captivates audiences nationwide, speaking to and consulting with financial advisors, broker dealers and financial service organizations across the country specializing in programs to grow and improve your business by focusing on females and financial services. These topics include leadership and relationship development, resiliency in the midst of change and the ever increasing importance of the female workforce and market as a result of the dramatic rise in female wealth and spending power in the United States. As founder and president of The Female Affect, Ann uses her extensive experience in the financial services industry coupled with her education in the area of human resource development to combine real world experience with proven best practices. \n\nBefore founding The Female Affect, Ann spent over ten years at ING, one of the world’s largest financial services firms, holding several senior leadership positions. Prior to leaving ING, Ann was Head of Strategic Relationship Management and was responsible for growing and managing all broker\/dealer distribution relationships in one of the most volatile times on record in the financial services industry. From 2007-2009 Ann was the National Sales Manager for the wirehouse and financial institution channels where she led a team of 65 wholesalers to achieve record sales results for ING Annuities. Under Ann’s leadership, sales increased 66% to their highest levels in company history.\n\nBecause of Ann’s vast understanding of the financial services industry, she has been interviewed and frequently quoted in numerous publications including the Wall Street Journal, National Underwriter, Investment News and American Banker.\n\nAnn earned her Master’s degree from Iowa State University in Organizational Learning and Human Resource Development. She holds her Texas life insurance license as well as her Series 6, 63, 65 and 26 securities designations. Ann is active in several charities benefiting women and children in the United States and around the globe. Ten percent of all speaking and consulting fees earned at The Female Affect go to support these charities including Women Thrive Worldwide and The Girl Fund. She also volunteers at Cornerstone Kitchen and the Dallas Dress for Success Program. Prior to relocating to Texas, Ann served on the Crime Victim Assistance Grant Board that funds domestic violence shelters and sexual assault programs across the state of Iowa. She lives with her husband, Randy and daughter, Katie in Dallas, TX.