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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Andrew Dougherty is Americas Head of Asset Managers and Alternative Investors for BNP Paribas Securities Services.
Jeff Young is Enterprise Strategist at FIS.
Daniel Tannebaum is a partner in Oliver Wyman’s financial services practice.
VP, Sales Strategy, Ethoca
Director, Digital Innovation and Strategy at Merrill Lynch Wealth Management
Jeannie Ruesch works as the director of marketing at Bill.com and has worked in the accounting industry for more than seven years. She previously worked at Xero and at The Sleeter Group. She has more than 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She’s also an author and an award-winning graphic designer.
Michael Levin is the Co-Founder and CEO of Ideon, a New York-based data company simplifying the exchange of health insurance and employee benefits data. Ideon connects carriers and technology companies that are transforming the way health insurance and employee benefits are quoted, sold, enrolled and managed.
Marc Rosen is co-founder of the Client Experience Institute, where he consults with professional service providers who are looking to redefine how value creation is created, delivered and acknowledged. Reach him at (216) 401-5445 or at mrosen@clientei.com.
Simon Wilson is director of payments solutions at Icon Solutions.
Russell Shinsky, CPA, CGMA, is co-managing partner at Anchin, Block & Anchin LLP and a member of the firm’s Executive Committee. He is the firm’s assurance practice leader where he focuses on the efficiency and technical proficiency of Anchin’s attest practice.
