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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Alex Klein, CPA, is a solution consultant at LeaseAccelerator. Alex works closely with partners at Genpact, RGP, PwC and EY to design solutions for mutual clients. Prior to joining LeaseAccelerator, Alex held finance and accounting leadership roles at various technology and telecommunications firms including Eloqua, Sprint Nextel, and MCI. His experience in vice president, controller, and director-level roles has provided him with a diverse range of experience managing every aspect of finance organizations from accounting and cash management to budgeting and financial planning. Additionally, Alex has extensive financial systems experience implementing numerous ERP, general ledger, accounts payable, and financial reporting systems.
Warren Zafrin is a leader of the risk advisory group at accounting, audit and consulting firm UHY Advisors. He has over 25 years of capital markets and technology strategy experience. Over the course of his career, Mr. Zafrin has supported many of the largest companies in the world and has managed project teams across the US, Canada, Europe, and Asia.
Chris Wong is CEO of LifeSite.
Jim Wells spent over 30 years in the financial industry, in the U.S., U.K., Canada, Africa and the Middle East, most of it expanding access to financial services for consumers of modest means unserved, underserved or ill served by banks.
Ben Taatjes is CEO and founder of Taatjes Financial Group, a member of the HD Vest Financial Services network.
Warren Beck is a healthcare advisory services leader with Crowe Horwath LLP
Jessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
Dana Pawlicki is the co-founder of Stonington Capital Advisors.
Nate Flanders is co-founder and CEO of Mandala Exchange.
Chental-Song Bembry is a reporter at American Banker and freelance writer for Business Insider. She holds a bachelor’s degree in journalism with a minor in leadership studies from Hampton University.
