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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Mark A. Sarlo, CEBS, is USI Consulting Group’s vice president and director of retirement plan services. Contact Mark at mark.sarlo@usicg.com or 860.368.2912.
Scritchfield, CFP, LUTCF is President of Montgomery Financial Group, which was established to reflect his personal philosophies about the delivery of financial services to the public. The primary philosophy of Montgomery Financial Group is that the client must be represented to the marketplace -- rather than a product or one company represented to the client. He is a 30-year member of the Million Dollar Round Table with three Court of the Table and 13 Top of the Table honors.
Hutchings is a partner in Pillsbury's Global Sourcing group, represents clients in complex sourcing transactions.
Sydney Marzeotti is a vice president of State Street Global Advisors and senior fiduciary officer of the independent fiduciary team within the defined contribution group. The independent fiduciary team handles all independent fiduciary transactions and company stock investments for defined contribution, defined benefit and non-qualified plans. Sydney joined the department in 2002 after serving over 20 years at Scudder Investments in various capacities including director of ERISA services and director of global retirement plans.
Sydney holds an LLM in Taxation from the Boston University School of Law, a JD from Suffolk University and a Bachelor of Business Administration from the University of Michigan. She is licensed to practice law in Massachusetts.
Michael W. Conway is the CEO of Conway Wealth Group LLC at Summit Financial Resources Inc.
Brian Baker is a benefits consultant at Corporate Synergies. He applies 20 years of experience in group employee benefits consultation to reducing the employer’s program costs. His expertise includes in-depth market research, strategic plan design, claims data analysis and diligent negotiations. He has achieved success in improving workforce health and productivity via customized wellness strategies that engage employees to take ownership of their health behaviors and benefits decisions.
