Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Aaron Klein is co-founder and CEO of Riskalyze. Follow him on Twitter at @AaronKlein.
Rob Foregger is co-founder of NextCapital, an enterprise digital advice provider.
Sandy Bolton is a Managing Director for Merrill Lynch, where she leads the Investment Solutions team in the Managed Solutions Group. Sandy is responsible for delivering the firms investment solutions offerings including domestic and offshore mutual funds, exchange traded products, and third party solutions. She has overall responsibility for providing investment solutions for all platforms and distribution channels across Bank of America Merrill Lynch, including Merrill Lynch One, US Trust, and Merrill Edge. She also has responsibility for Investment Strategy and Oversight for financial advisor directed programs.\nSandy began her career 25 years ago at Merrill Lynch, before spending time in various investment product management, marketing and consulting roles at TD Ameritrade, Goldman Sachs Asset Management and Morgan Stanley. Prior to re-joining Merrill Lynch, Sandy was a Managing Director at Pershing LLC, a BNY Mellon company, where she was head of Investment Solutions, responsible for mutual funds, ETFs, alternative investments and 529 plans.\nSandy earned her B.S. from The College of New Jersey and her MBA from Fairleigh Dickinson University. She also received the SIFMA\/Wharton certification from the Securities Industry Institute Executive Education program. Sandy lives in Robbinsville New Jersey with her husband Bill and children Paige, Sara and Keith.
Helman is the chief strategy officer at Hodges-Mace and is responsible for creating, executing and sustaining strategic initiatives for the company. Previously, he founded ContinuousHealth, which was acquired by Hodges-Mace in 2014 for its innovative use of technology to lower the cost of employer-provided health benefits. Prior to founding ContinuousHealth in 2004, Eric served as the founder and CEO of Viga Technologies.
Michael Thompson is the president and CEO of the National Alliance of Healthcare Purchaser Coalitions (National Alliance), an association of approximately 50 regional coalitions collectively supporting over 12,000 healthcare purchasers providing health coverage to more than 45 million Americans.
Singer, CFP, is the author of three books, a frequent public speaker and the creator of The Financial Literacy Toolbox, a virtual resource center to help financial advisors, wellness providers and institutional retirement services firms change the conversation about financial wellness. To receive a free copy of Mark’s newest book “The New Financial Wellness: Changing the Conversation” please contact him at mark@financialliteracytoolbox.com, or go to his website at www.financialliteracytoolbox.com.
