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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Diana Dix is a human resources risk advisor with Cavignac, a San Diego-based risk management insurance brokerage company.
Matt Burley is an audit & assurance partner, and Sean Torr is a risk & financial advisory managing director, at Deloitte & Touche LLP.
James M. Brower Jr., CPA, is a partner and State and Local Tax Leader at Marks Paneth LLP.
Eric Glass is a municipal portfolio manager and impact investor at AllianceBernstein.
Elisa Logan is vice president of growth at VPay.
Vijay Parekh is senior director of delivery and contract compliance at PRGX.
Ida Liu is the head of Citi Private Bank, North America.
C. Eric Smith is CEO and co-founder of AppBrilliance.
Robert Goff, vice president of Succession & Acquisition Consulting at Raymond James, has more than 25 years of experience in the financial services industry and with Raymond James. In his current role, he leads a comprehensive, high-touch, consultative team that assists advisors as they prepare for their business succession plans, including consulting with buy/sell arrangements, catastrophic planning, long-term planning, acquisition support and team administration. Robert is a graduate of Carleton University and earned his MBA from University of Miami.
Megan Klein is the Actuarial and Rating Services Director at Arity. Her team is responsible for the actuarial support of Arity’s telematics models, enabling insurance companies to execute on their goals around telematics. Leveraging over a decade of P&C insurance product and pricing experience, Megan ensures telematics risk models are actuarially sound, consumable by users, and supportable with regulators. Megan received her bachelor’s degree in Mathematics: Statistics and Actuarial Science from the University of Northern Iowa. She is a Fellow of the Casualty Actuarial Society.
