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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    Morgan brings more than 25 years of experience across financial services. Prior to CommonBond, Morgan spent the last seven years as a Managing Director at Macquarie Capital, playing a key role in the firm's rise to becoming a leader in leveraged loan debt underwritings. He served as Head of Leveraged Finance for the Telecom, Media and Technology (TMT) sectors and was also Head of Middle Market Lending for all sectors, including financial technology. Morgan was responsible for the origination, structuring, underwriting and distribution of deals. Prior to Macquarie, Morgan spent nearly 20 years at Morgan Stanley and other bulge bracket firms in debt capital markets, credit and portfolio management as well as distribution roles.Over the course of his career, Morgan has structured, underwritten or sold hundreds of transactions totaling more than $50 billion. Morgan earned a B.A. in Economics from Brigham Young University and an MBA from BYU's Marriott School of Business, graduating with Highest Distinction honors. He was a former board member of the Loan Syndications and Trading Association and presently sits on the National Advisory Council for BYU's Marriott School.

    Venky has been a career banker and has been associated with banks like ABN AMRO, RBS & HDFC Bank over a career spanning 20 years. Over these years Venky has had an opportunity to play multiple roles across retail & commerical banking. He has managed large branch clusters, set up & built the national cards operations (back-office&mid-office) for retail & commerical banking for ABN Amro & subsequently the RBS group in India. Venky also headed the RBS global hub in India supporting various International markets. He joined Tcs in December 2012 to head the Analytics & Insights unit for Banking. Financial Services and Insurance globally. In his current role Venky provides leadership and strategy to BFSI A&I team to deliver best in class analytics insights to all customers.Venky has a background in Economics, Cost Accounting & Management. He lives in Mumbai with his wife and daughter.�

    Mr. Chadwick is a Managing Director of Claritas Capital. John has over twenty years of experience in financial services, with over fifteen years of experience in venture capital and private equity. Previous work experience includes working with Richland Ventures for six years, where he was a Partner overseeing sourcing and overseeing venture and private equity investment opportunities, and with Chemical Bank for four years, where he served as a Vice President of the Energy Group sourcing and underwriting credit opportunities.Currently, he represents Claritas Capital on the boards of directors for Blue Chip Surgical Center Partners, LLC; Continuum 700 (advisory board); Empyrean Benefit Solutions; Entrada, Inc; Sharecare, Forbes Travel Guide, Genomind, and, StudioNow (rejoined the Board in 2013). John served on the board of StudioNow from its formation in 2006 until its sale to AOL in 2010. John has served on numerous non-profit boards including The Ensworth School and Nashville Technology Council. John graduated from the University of Virginia with a B.A. in 1989, and graduated from The Wharton School of the University of Pennsylvania with an M.B.A. in 1995.�

    Scott W. Edwards, Managing Director and Head of Investor Relations and Communications, has more than 15 years of leveraged buyout and mergers and acquisitions experience, having previously worked as a Principal with Henderson Private Capital in London and as an Associate with GE Equity and Advent International. He joined Sun Capital in 2005. Along with transaction responsibilities, Mr. Edwards heads Sun Capital’s Investor Relations and Communications team. He graduated cum laude with a degree in Finance from Georgetown University and has an M.B.A. from the Tuck School of Business at Dartmouth College where he was designated a Tuck Scholar.

    Luke Pearson is a Senior Marketing Manager at Comerica Bank, which is based in Dallas, Texas. Pearson manages the bank’s digital marketing team and oversees the development, management and execution of digital marketing strategies to improve user experience, drive lead generation and increase customer engagement. Prior to joining Comerica in 2007, Pearson worked as a consultant and project manager for several Fortune 500 companies, including Verizon, Frito-Lay North America, Schneider Electric and Dell. He is a University of Texas at Austin graduate, having earned both his BA and MBA.

    Lalita Clozel covers fintech regulation, anti-money-laundering, cybersecurity and the Federal Deposit Insurance Corp. in American Banker's Washington bureau.

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    Jeffrey McMillan is currently a Managing Director at Credit Suisse within its Private Banking and Wealth Management Business.� Jeff recently joined Credit Suisse to focus on developing the next generation of wealth management capabilities that look to leverage sophisticated analytics and digital capabilities to help its relationship managers deliver the highest quality investment advice customized to the unique needs of each client.Prior to joining Credit Suisse Jeff spent six years at Morgan Stanley Wealth Management where he had a similar role in building out the industry’s first data driven investment recommendation platform that delivered targeted investment ideas.� In addition to this as Head of Advisor Desktop and Digital Strategy he led the build out, integration and deployment of both the advisor and client platforms as part of the merger between Morgan Stanley and Smith Barney supporting 16,500 advisors and over 2 million clients.Before joining Morgan Stanley, Jeff was the Global Head of Strategic Initiatives for Merrill Lynch Research where he developed strategies for delivering and monetizing research content.Jeff attended the United States Military Academy at West Point and following his graduation served on active duty as an armor officer stationed in South Korea and Fort Knox, Kentucky.

    Gary LaBranche, FASAE, CAE, is the President & CEO of the Association for Corporate Growth (ACG), serving more than 90,000 owners, investors, lenders, advisors and executives of middle market companies around the world. Since he became CEO in 2008, ACG has expanded chapters and membership around the world, created an award-winning digital magazine, Middle Market Growth, started a European conference and launched efforts to educate policy-makers on private capital investment in the middle market, including the creation of the Congressional Caucus on Middle Market Growth, GrowthEconomy.org and the Private Equity Regulatory Task Force.

    Mr. Day joined Madison Capital in 2011 and is currently the Head of Loan Syndications. Previously, he worked at JP Morgan Chase where he was responsible for debt and equity capital raising for Chase Commercial Bank clients. Prior to JP Morgan Chase, he was at CapitalSource Finance where he was responsible for loan syndications. His previous experience also includes loan syndications, credit management, and underwriting positions at GE Capital. Mr. Day received his BBA in Finance from the Goizueta Business School at Emory University and an MBA in Finance and Management & Strategy from the J.L. Kellogg School of Management at Northwestern University.