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.
Latest NewsSandra Nudelman is the Head of Customer & Marketing Analytics across Chase. She is responsible for defining a strategy and building the capabilities required for: customer-centric marketing and marketing optimization, enhancing customer experience and driving continuous improvement, and delivering other data and analytic insights to drive line of business results. She reports directly to Kristin Lemkau, the CMO for JPMorgan Chase, as well as Sally Durdan, the Head of Strategy for Chase Community & Business Banking.Prior to joining Chase, Sandra spent six years at McKinsey & Co, the management consultancy, where she served some of the largest retail banks in the US as well as globally on growth strategy, marketing, as well as analytics. Before that she founded and led a startup that applied advanced analytics to the legal field, and was a Financial Institutions M&A analyst at Salomon Smith Barney.Sandra graduated from Harvard Business School with an MBA with Distinction, and from Harvard College magna cum laude with a special concentration in Behavioral Economics.
William Weidman, Senior Vice�President at APT, helps leading organizations build data analytics capabilities to improve decision-making and develop successful strategies. He has led dozens of engagements and partnered with companies across diverse industries�spanning retail, telecommunications, pharmaceuticals, manufacturing, and hospitality, while also leading APT�s financial services practice.� Mr.�Weidman focuses on helping organizations leverage data to develop innovative but practical solutions to challenging problems.Prior to joining APT, Mr. Weidman worked at Criterion Research Group, a financial research�firm.�Mr. Weidman has been quoted extensively in publications, including�The Wall Street Journal, MarketWatch, American Banker, and Banking Strategies. He holds a BA in Economics�from Princeton University, where he graduated�cum laude.
Tim Daley applies more than a decade of financial services experience in technology, business process analysis, project management, compliance and various information technology solutions to helping Cornerstone Advisors clients realize significant strategic technology, financial and efficiency gains. In his role as Director at Cornerstone, Tim focuses his efforts mainly in the Strategic Technology Planning, Technology Assessments and Information Technology Organizational Assessments practice areas.Before joining Cornerstone, Tim was responsible for leading the integration of two online banking systems associated with the largest credit union merger in history. He also worked with First Horizon National Corporation in Memphis, Tenn., holding several key technology related positions. Tim has led many critical technology related and process optimization projects, and he has driven a number of system conversions and new software implementations. Tim is a contributing author for GonzoBanker, Cornerstone�s blog, and has written for BAI Banking Strategies.
Rebecca Pang is the senior director of channel strategy and analytics for CIBC, where she leads the retail channel analytics team to develop and evaluate strategic programs or initiatives related to integrated channel strategy. Prior to the current role, Pang was working in the mergers and acquisitions, investment banking and Strategy & Corporate Development teams at CIBC. Pang has also worked as a senior manager for T-Mobile USA, an investor relations officer for China Netcom in Beijing and a business analyst for McKinsey and Company in Hong Kong. Pang earned her honours bachelor of business administration from the Chinese University of Hong Kong, and then served as an HSBC scholar at Columbia University. She received her MBA from Stanford University’s Graduate School of Business and later earned her Chartered Financial Analyst and Chartered Business Valuators designations. Pang currently serves as a member of the Dean’s Advisory Council for the Ted Rogers School of Management of Ryerson University, and a board member for the Toronto chapter of the Multiple Sclerosis Society.
Mark Gibson joined Rockland Trust as Chief Marketing Officer in 2011. Prior to joining Rockland Trust, Mark was Executive Vice President and Chief Marketing Officer for New Alliance Bank in New Haven, Connecticut. He also served as Executive Vice President and Chief Marketing Officer at BBVA Compass Bank in Birmingham, Alabama. In addition, Mark has more than 10 years of consulting experience with various firms including Coopers & Lybrand in New York, John Ryan Company in Stamford, CT, and Retail Planning Associates and Battelle Memorial Institute both in Columbus, OH. Mark received both his Master's of Arts in Marketing and Bachelor's in Accounting and Marketing from the Ohio State University.
Kiran is Managing Director of LendTech Angels, a private angel investor group focused solely on making equity investments in marketplace lending technology startups. Prior to LendTech, Kiran was General Counsel at SeedInvest, a leading equity crowdfunding platform. � He has written several of the seminal articles on new securities laws under the JOBS Act, including on Accredited Investor Crowdfunding (Title II), Retail Crowdfunding (Title III) and Regulation A (Title IV) and regularly speaks together with members of the Securities Exchange Commission and other industry leaders on such topics.� At SeedInvest, Kiran coordinated all legal functions, including legal and regulatory strategy, venture capital and seed financing transactions, broker-dealer operations and compliance and internal corporate governance. �Prior to SeedInvest, Kiran worked as a corporate and securities attorney at the law firms of Jones Day and DLA Piper LLP, where he served as outside legal counsel to venture capital and private equity funds, angel groups and over 30 technology startups. He has seen first-hand the struggles encountered by early stage entrepreneurs and believes strongly that many more startups would be successful with additional avenues for early stage capital.Kiran also serves on the Board of Directors for the New York chapter of The Indus Entrepreneurs (TiE), the world's largest non-profit supporting entrepreneurs.
Charlie Moore leads Global Debt Registry’s commercial operations including business development, partnerships and marketing, bringing to his role more than 20 years’ experience in building new financial services businesses. He has led teams in Europe and the United States at Thomson Reuters, Lloyds of London and Barclays Bank, helping to grow early stage ventures with roles covering innovation, strategy, marketing, business development and account management. Charlie is a marketing graduate of London Guildhall University and received his MBA from the University of Surrey, in parallel with the International Management Center, during which time he was awarded a scholarship to attend the Executive Management Program of Kellogg Business School.
As Sindeo’s Co-Founder and CEO, Nick Stamos is at the forefront of the disruptive innovation that is taking the mortgage space by storm. With a background in professional services and strategy, Nick’s personal experience in buying a home led him to conclude that a more consumer-friendly alternative to home financing was needed. Sindeo’s value proposition – which calls for leveraging technology to streamline the mortgage application process for consumers, while offering access to a deep marketplace of lenders selected to fit each borrower’s unique financial situation – is a direct outcome of this experience.A seasoned and successful entrepreneur, Nick has assembled a management team with significant Real Estate and FinTech industry expertise, including top executives from Trulia, SoFi, Prosper Marketplace, First Republic Bank and the Consumer Financial Protection Bureau (CFPB). Sindeo launched in Q4 2014 in its home California market and is now operating in 5 states, with plans to expand to a total of more than 30 states before the end of 2015. Most importantly, Sindeo has delivered on its promise to provide a new level of service to borrowers and real estate professionals.Befitting his status as an industry thought leader, Nick has become a much sought after speaker on the issues of technology and disruption in home financing, appearing most recently at Inman Connect. Prior to founding Sindeo, Nick was a member of the founding team at Telephia, a mobile analytics firm that was acquired by Nielsen. He then led mobile partnerships, M&A, and strategy at Nielsen.
Suk Shah is the CFO of Avant, an online marketplace lending platform that is changing the way consumers obtain credit by lowering the costs and barriers of borrowing. Suk oversees the finance team in addition to the human resources team, a role he�s taken on to ensure that Avant�s rapid growth is not at the expense of its culture.At its core, Avant is a tech company that is dedicated to creating innovative and practical financial products for all consumers. Avant has secured more than $1.4 billion in funding to date and more than 200,000 loans have been issued through the Avant platform. Avant has been featured in publications such as The Wall Street Journal, The New York Times, TechCrunch, Fortune, Bloomberg and Crain�s Chicago Business and Avant was named to Forbes America's Most Promising Companies list for 2015 as well as Forbes Next Billion Dollar Startups list for 2015.Prior to Avant, Suk was the CFO of HSBC's Commercial Banking business in the US and Canada, a $40bn loan portfolio which has expanded significantly over the past 2 years. Suk began his career with GE and spent 8 years with the company in various roles including Audit, Operations and FP&A.� Suk has a Bachelor's degree in Finance and Information Systems from the University of Illinois and an Executive MBA from Northwestern.��
Eric Lancaster currently serves as the Head of Digital Marketing and Customer Analytics Technology at M&T Bank.� His responsibilities include leading digital marketing across M&T Bank and Wilmington Trust, promoting and increasing adoption of online services and overseeing an enterprise effort to install a Master Data Management and Customer Database solution.� Mr. Lancaster recently led the communications effort to convert over 1MM customers to a new online banking platform.�Eric joined M&T Bank in 2009 as the Head of Digital and Direct marketing.� Since 2009, M&T’s digital and direct marketing budgets have grown by 400%.� At the same time, Mr. Lancaster has brought a disciplined approach to testing and measurement in each of these channels.�Prior to M&T, Eric was Vice President of Marketing for Valvoline Instant Oil Change and spent 13 years at Capital One in various marketing and product management leadership roles including the launch of Capital One’s initial virtual bank in 1997.




