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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Sandy Galuppo is a managing director at Boston Private, assisting high net worth individuals and families manage their wealth through personalized financial planning services. He also helps executives of public corporations, partners at professional service firms and venture/private equity partners integrate the complexities of their executive and partner compensation into their overall financial plan. An expert in planning around concentrated stock positions and other equity compensation for over 20 years, Sandy has supported the education, planning and financial wellness needs of corporate benefit programs at some of the nation’s largest publically-traded companies.
Caitlin Kennally is the Director of Wellness Program Consulting with Health Advocate, a leading health concierge and benefits solutions company.
Pam Lacy is an HR Coach with Paychex, serving as part of a team of more than 600 HR consultants that advise 52,000 clients daily on a wide range of HR issues
Glenn Newman is a shareholder in Greenberg Traurig LLP's tax practice and the former president of the New York City Tax Commission.
Seth Hall is Senior Marketplace Consultant at Businessolver
Nicole Fluty is product manager for OfficeTools at AbacusNext, with over a decade of experience with OfficeTools. She directs and manages rollouts for new features and quarterly public updates delivered to thousands of users. Fluty travels the country meeting with accounting professionals to better understand their challenges and design practical solutions.
