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 Lieberman is a partner at Advisors Capital Management, a wealth management firm based out of New Jersey.
Helen Braswell Kakouris, CPA, is co-founder of VaroTeam, a cloud-based accounting company headquartered in Miami Beach.
Phil Dunkelberger is CEO of Nok Nok Labs.
Pini Mandel is CEO and co-founder of Quicklizard.
Brett Minnick is a senior analyst at Innovest Portfolio Solutions LLC.
Nicolette Medina is senior product manager at MineralTree.
Eden Lopez, Managing Director – Financial Advisor, RBC Wealth Management – US, has 25 years of asset management experience. She builds tailored portfolios to address the sophisticated financial requirements of the team’s client base of entrepreneurs, corporate executives, entertainment industry professionals, foundations and institutions.
Joseph J. Murin is Chairman of JJAM Financial LLC, a financial services holding company. He is also Chairman Emeritus with Chrysalis Holdings and a member of the Boards for Cherry Hill Mortgage Investments and PitchPoint Solutions. Mr. Murin has served as President of the Government National Mortgage Association and co-founded The Collingwood Group, LLC, a leading Washington D.C.-based strategic consulting firm.
Nick Frank heads the North American insurance practice at pricing, marketing and sales consultancy Simon-Kucher & Partners.
Therese Henry is a senior director at FICO.
