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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Twyla Verhelst, CPA, is head of the accountant channel at FreshBooks.
Tom Stoner is the Founder and CEO of Entelligent.
John Rodgers is COO & Managing Partner, SSA & Company. He guides day-to-day operations, sets and steers SSA & Company’s business strategy, and oversees the Financial Services, Insurance, EMEA, and Healthcare practices. John has significant financial services operating and management experience with Aetna Life & Casualty and Cigna and has multiple insurance-related designations, including CPCU, RPLU, ARM, and AIS. He can be reached at jrodgers@ssaandco.com
Erik Setterlind is the senior vice president of investment management at Kalos Financial.
Phillip Austin is national assurance managing partner – auditing atBDO USA, LLP
Grovetta N. Gardineer is senior deputy comptroller for bank supervision policy
at the Office of the Comptroller of the Currency.
Jason Barg is a partner in the Philadelphia office of Lovell Minnick Partners, a private equity firm focused on investments in the financial services and technology sectors. Prior to joining LMP in 2010, Jason was a part of the Goldman Sachs’ Financial Institutions Group, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Prior to Goldman Sachs, Jason was a Senior Associate in PricewaterhouseCoopers’ Forensics group, where he conducted investigations into corporate accounting irregularities on behalf of clients. Jason received his M.B.A., with honors, from the Wharton School at the University of Pennsylvania and holds a Bachelor of Science in Accounting, with high distinction, from the Schreyer Honors College at the Pennsylvania State University.
Anthony Macciola is Chief Innovation Officer at ABBYY, a global digital intelligence company. He holds more than 45 patents for technologies in mobility, text analytics, image processing, and process automation, and is leading AI initiatives at ABBYY.
Bruno Pasceri is president of Incenter, based in Fort Washington, Pa.
