Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • 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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    Jacob Haar serves as Managing Partner of Community Investment Management (�CIM�), the first impact investment firm focused on marketplace lending.� Jacob leads the firm's investment activities, providing responsible and transparent financing to small businesses in the United States in partnership with a select group of technology-driven lenders.Previously, Jacob was co-founder of Minlam Asset Management, an investment advisor which launched and managed Minlam Microfinance Fund, the first global investment fund focused on providing local currency debt investment to micro, small, and medium enterprise (MSME) lenders in emerging markets. Jacob served as Managing Director of Minlam from 2005 to the Fund's acquisition in 2012 and managed MSME investments, fund and firm operations, and public-private partnerships. Following Minlam's acquisition, Mr. Haar served as a Partner of the acquirer, GMG Investment Advisors, where he continued working on MSME investments and fund operations until founding Community Investment Management to focus on the United States MSME market in 2013.Prior to co-founding Minlam in 2005, Mr. Haar worked in Azerbaijan for Save the Children USA's microfinance institution. Previously, he was the Founder and Principal of Ihylma, a socially responsible Indonesian manufacturing and real estate company. Mr. Haar is a Fulbright Scholar, received a M.A. from the University of Chicago's Center for Middle Eastern Studies and graduated Phi Beta Kappa with a B.A. from the University of Chicago.

    Elizabeth Isphording, Senior Vice President and Director of Strategy and Sales Effectiveness for Business Banking at Fifth Third leads strategy, sales process, and key initiatives to drive business balance sheet and production growth for Business Banking.Elizabeth has over 20 years of financial services experience within Business Banking, Consumer Small Business, Card, Commercial Real Estate and Investment Management.� In her most recent leadership role, Elizabeth led US Bank�s re-establishment and launch of specialty nationwide Business Banking lending programs in multiple industries and sectors.� Prior to US Bank, she was with Wells Fargo where she led strategic initiatives for the Consumer Bank and was the group head of the Small Business segment strategy and marketing team.�� Elizabeth began her financial services career working for top global financial institutions domestically and internationally, including MBNA, Europay, MasterCard, and Shearson Lehman Hutton, in progressive leadership roles in business development, marketing, relationship management and program direction.Elizabeth has been recognized by American Banker as one of the Top Women in Banking. Elizabeth earned a Bachelor of Science degree at Georgetown University and an MBA at Thunderbird and was the valedictorian of her class at the CBA Graduate School of Retail Bank Management.��Elizabeth, her husband, two children and four dogs reside in Cincinnati, where they enjoy running, gardening, watching kids and professional sports, and occasionally launching out of CVG to fun destinations.

    Alex has over a decade of experience in advising and investing in early and growth stage software startups. At Scale, Alex focuses on opportunities in business software (marketing, sales, HR, finance) and vertical software (financial services, commerce, etc). He has been involved with the firm's investments in Bill.com, Demandbase, PeopleMatter, and Sailthru.�Prior to joining ScaleVP in 2013, Alex was at Crosslink Capital where he worked on investments in Bleacher Report (acquired by Turner), Marin Software (MRIN), and Flurry (acquired by Yahoo). Prior to Crosslink, Alex was at investment bank Montgomery & Co. providing advisory services to Internet and software clients. Some of his clients included Club Penguin, MySpace, and LegalZoom.�Alex holds a BS in Business Administration and a BA in Legal Studies from the University of California, Berkeley. He lives in San Francisco and can be found in a body of water most weekends, whether pool, ocean, lake, or bay.

    Mr. Bacon shares responsibility with Mr. Perry to manage the day-to-day activities of the firm and he takes the lead for the firm’s marketing and deal origination efforts. He is an active deal partner, serving as Chairman of Manhattan Beachwear Holding Company and Signature Systems Group, and is a director of EMPG Holding Company, Hospitality Mints Holding Company and Spartan Foods of America.Mr. Bacon originally joined Linsalata Capital Partners in 1990. Following the firm’s acquisition of Care-Free Windows in 1992, he left the firm to be appointed President and Chief Operating Officer of Care-Free in 1993, where he successfully executed a build-up strategy in the vinyl window industry and an exit to a strategic buyer in 1998. While in the window industry, Mr. Bacon was active in the American Architectural Manufacturers’ Association. Mr. Bacon then returned to Cleveland and Linsalata Capital Partners.Before his time with Linsalata Capital Partners, Mr. Bacon was a consultant with McKinsey & Company, working in the firm’s operations, organization, energy and leadership practices in both the United States and Europe. Mr. Bacon started his career in a progression of operating positions with Allied-Signal (formerly Bendix Automotive) in South Bend, Indiana.His educational background includes a Bachelor of Arts degree, summa cum laude, from Albion College in Albion, Michigan, and an M.B.A. degree from Stanford University.Mr. Bacon is past President of the Board of Trustees of the Union Club of Cleveland.

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    Ben Wallace is the EVP of Operations & Technology at Orrstown Bank, a growing community bank in Central Pennsylvania.� Having held various leadership roles within JPMorgan�s Consumer Technology divisions before joining Orrstown Bank, Ben is focused on establishing a bank wide data driven culture while transforming and investing in the Bank�s delivery channels.� Orrstown is working on several innovative data initiatives including bank wide fraud and anomaly detection software � using emerging machine learning techniques.� In addition, the Bank is spearheading a marketing data warehouse hub to more effective retain and cross sell to customers.�In addition to his leadership role at Orrstown, Ben has worked across Pennsylvania in varying legal capacities helping small clients through a host of civil matters.� Before his engagement within various financial institutions, Ben worked in several small start-up companies in the late 90s focused on internet technologies.

    Mikael co-founded Peerform in 2010 and has served as CEO since inception. Prior to Peerform, Mikael was head of structured credit Derivatives at Cantor Fitzgerald, a global financial services firm specializing in bond trading, investment banking, asset management, market data and brokerage services. Before joining Cantor, Mikael held positions at ICAP North America and Bear Stearns where he traded structured credit products. Mikael holds a Master of Financial Engineering degree from the Haas School of Business at the University of California, Berkeley.

    Jonathan Kramer is the Institutional Director and member of the management team at Zopa. Zopa is the world’s first and the UK’s leading peer-to-peer lending company, having facilitated over �1BN in lending to date.� At Zopa Jonathan is responsible for expanding distribution channels on both the lender and borrower side. Jonathan joined Zopa in 2014 from Morgan Stanley where he spent 12 years and co-led UK structured equity derivative sales.Previously Jonathan was in the corporate finance team at Bank Austria, advising on cross-border mergers and acquisitions in Central and Eastern Europe. Jonathan holds a B.A. from Claremont McKenna College and an MBA from the University of Chicago.

    Jonathan Farber, a key member of the Citi Agency & Trust Sales team, is responsible for ensuring complete client satisfaction and service delivery to our Investment Bank, Power, Renewable Energy and Marketplace Lending clients. Over 5 years at Citi, Jon has worked on various transactions requiring Trust services to support complex securitizations of all asset classes (ABS, MBS, and CLOs), large scale project financings for wind, solar, and hydro transactions, as well as transactions for public and private entities in the Power and Healthcare sectors. With a focus on esoteric products, Jon has led the charge in covering the blossoming Renewable Energy and Marketplace Lending sectors.Jon is an active participant in several industry committees and initiatives to help promote the use of Capital Markets structures such as securitization and warehouse facilities for esoteric asset classes, as evidence by his involvement on the NREL SAPC committee, and the newly formed SFIG Marketplace Lending committee.Prior to Citi, Jon worked at The Bank of New York Mellon for approximately 10 years in Corporate Trust; in both Business Development and Administration. He brings a unique approach to each opportunity as he understands the complexities of transactions having worked on them from both sides.Jon holds a BS in Finance and International Studies from Indiana University - Kelley School of Business.

    Mark has been in Business Banking credit management since joining the bank in 2000.� As the senior credit officer for Business Banking, his current responsibilities include underwriting, portfolio administration, credit policy and process management.� Prior to joining Huntington, Mark held a variety of leadership positions at Chase (previously Bank One), within the Retail and Business Banking segment.�Mark received his undergraduate degree in Business Administration from Franklin University and is a graduate of the Graduate School of Banking at the University of Wisconsin.�