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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Michael Lemberger is senior vice president of risk for North American at Visa.
Ryan McMahon has been passionate about tech innovation in the insurance industry since his early professional days. His first exposure to the insurance industry was in claims where he had the opportunity to work with various agents, policyholders and claimants. In his five years with Plymouth Rock Assurance, Ryan worked on a team that was deeply committed to reducing crashes, introducing a telematics-based rewards program to help incentivize safer driving. Ryan brings that same passion and commitment to his work with CMT - leading teams on the development of a platform that leverages AI and telematics to improve driving behavior and dramatically reduce the number of accidents on the road.
Bryan Garcia, President, CEO, Connecticut Green Bank
Chip Munn is the CEO and a Senior Wealth Advisor at Signature Wealth Group. He is the author of Leap Before You Look and The Retirement Remix and hosts the Maximum Advisor Podcast and The Retirement Remix Show. Connect on Twitter @chip_munn.
Jay H. Freeberg, CPA, CFP, CDFA, is a partner at Janover LLC.
Ryan Davis is a Senior Manager, Assurance, at BPM LLP in San Francisco. He has over 10 years of public accounting experience, serving both public and private companies in a variety of industries. Ryan is well versed in the financial services industry where he has served alternative investment, marketplace lending and broker-dealer companies, and also provides audit and consultation services on all types of employee benefit plans.
Jeffrey J. Ansley is a partner and Katherine M. Devlin and Arianna G. Goodman are associates with Bell Nunnally in Dallas. They can be reached at jansley@bellnunnally.com, kdevlin@bellnunnally.com and agoodman@bellnunnally.com, respectively, or via the firm’s website, https://www.bellnunnally.com/
Sarosh Shahbuddin is group product manager for Pindrop.
