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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Michel Roig is senior vice president and head of business line payments and access at Fingerprints.
Brian O'Connell is an insurance analyst at InsuranceQuotes.com.
Mike Prewitt is a partner in the global employer services practice of Deloitte Tax LLP. He has over 20 years of experience, including a focus on helping companies support and administer mobile employees.
Scott Flicker, CPA, is a partner in the global employer services practice of Deloitte Tax LLP. He has 30 years of experience in the field, and focuses primarily on the technology and media industries.
Chris Gunderman is chief financial officer for DataPath, Inc.
Carolyn M. Glynn, Esq., is a trusts and estates attorney in New York City with the law firm of Offit & Kurman, PA and advises high net worth families in the areas of estate planning, retirement planning and business succession planning. She can be reached at carolyn.glynn@offitkurman.com.
Henry Montag is a Certified Financial Planner who has been in practice since 1976, with offices in Long Island, N.Y. He is the founder and principal of The TOLI Center East, which provides independent consultative fee-based life insurance performance evaluations for trustees, their advisers, and high-net-worth individuals. He has lectured extensively on the proper utilization of financial products to the New York State Bar Association, the New York State Society of CPAs, the AICPA, and NCCPA. He has also appeared on Fox Business, Wall Street Week and News 12. He co-authored “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis.” Reach him at henry@thetolicentereast.com or (516) 695-4662.
Sasha Brenecki is a manager with KBKG, based in Chicago, specializing in cost segregation and fixed asset services overseeing the Midwest region. She has over six years of experience conducting cost segregation studies, section 481a adjustment calculations and fixed asset reviews.
Julien Bonnay is a partner at Capco.
Bryce VanDiver is a partner at Capco.
Henry Cisneros is Vice Chairman of the Board of Directors and equity owner of Siebert Williams Shank & Co. LLC.
