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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Director, Solutions Engineering
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Bobbi Kloss is the director of human capital management services for the Benefit Advisors Network
VP, Global Alliances & Business Development
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Diane Manuel, CFP, is a financial advisor with Urban Wealth Management in El Segundo, California.
Jason Tepperman served as the director of the U.S. Treasury Department’s Small Business Lending Fund from 2010 to 2014. He presently is the managing director of PLC Fund Advisors LLC, a specialized small business lender. The views expressed in this article are his own.
Senior Director, Cornerstone Advisors
Zac McClure is the co-founder of TokenTax, prior to which he spent his career in international finance and accounting spanning JPMorgan, Imprint Capital, Bain and Elsevier. He has worked in over a half-dozen countries and received his MBA from the UPenn Wharton School and BS’s in both Accounting and International Finance from the University of Southern California.
Michael Ramos is the founder and managing partner of MRA Learning, a full-service learning and development consulting firm that specializes in curriculum design and custom learning solutions. Reach him at mramos@mralearning.com.
