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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Kevin Boyles is vice president of Ascensus, an independent retirement plan and college savings services provider. He holds the Certified IRA Services Professional (CISP) and Certified IRA Professional (CIP) designations.
Ben Steverman is a personal finance reporter at Bloomberg.
Mark Tan is a Chicago-based financial advisor with Thrivent Financial, a financial services organization that helps Christians be wise with money and live generously. Learn more about Mark at www.mark-tan.com.
President, Western Region Employee Benefits, EPIC\nAs the President, Western Region Employee Benefits at EPIC, John is responsible for the leadership and driving the overall success of the Employee Benefits team throughout California.\nPrior to joining EPIC, John was with Jenkins Insurance and The Leavitt Group for 26 years. He was appointed President of Employee Benefits in 1995. Previously, John was a Senior Benefits Consultant with Rollins Burdick Hunter (currently known as AON Consulting). Johns area of expertise is in Employee Benefits Consulting to the middle-market employer. John also held the role of sales consultant with Canada Life Assurance Company.\nJohn holds a Bachelor of Science degree in Business Administration and an MBA in Finance from St. Marys College in Moraga, California.
Ann Wyatt is vice president in account management at HealthFitness, an award-winning, URAC- and NCQA-accredited provider of health management, corporate fitness and condition management solutions. In her role, she oversees the startup of new health management and corporate fitness programs, the transition of existing programs, employee recruiting and training, program quality assurance and operations management. Wyatt brings 25 years of experience with employee health programs.




