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 Liersch is head of Advice and Planning for Wealth and Investment Management, which is responsible for developing and propagating research-based methods to help advisors and clients most productively collaborate around their money decisions. Prior to joining Wells Fargo, Michael worked at JPMorgan Chase where he served as managing director and global head of Wealth Planning and Advice. Prior to his role at JPMorgan Chase, he served as head of Behavioral Finance and Goals-based Consulting at Bank of America-Merrill Lynch, and as head of Behavioral Finance at Barclays Wealth, Americas. He was also a faculty member at New York University, where he taught management and organizational analysis.
Cheryl Brown Merriwether brings over two decades of experience in corporate human resource management, addiction recovery awareness and adult education to ICARE. As executive director, she oversees and directs the administration, operations and student support services for ICARE’s three divisions. Cheryl is also the 2021/2022 President of GOSHRM. Connect with Cheryl via LinkedIn.
Tobias Barker is the chief medical officer of Everside Health.
Brain Gifford is the director of research and analytics at the Integrated Benefits Institute as well as president of the Center for Workforce Health and Performance.
Mike Cassidy is chief storyteller for Signifyd.
Rob Wilson is Vice President, Correspondent & Warehouse Sales Executive for Merchants Mortgage, a division of Merchants Bank of Indiana
Jasen Meece is CEO of Cloudentity.
Dan Reed is Managing Director at American Family Ventures, the company’s venture capital arm. Dan has worked as a strategy consultant with the Boston Consulting Group and in various strategic roles at American Family. He has experience as a principal in two start-up companies. Additionally, his work history includes hospital administration at the Mayo Clinic in Rochester, Minnesota, and a career as a professional baseball player with the Baltimore Orioles. Dan holds an MBA with a concentration in strategic management from the University of Chicago and an undergraduate degree from Stanford University.
Dave Jacobs is the Co-founder and Co-CEO of Homethrive, an innovative age-inclusive employee benefit that provides expert Care Guides and supportive technology to employees who are caregiving for an aging loved one.
