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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Rene Paradis, CPA, is chief operating officer at National Philanthropic Trust, a national, independent donor-advised fund sponsor. She is responsible for investment management, grants, accounting and financial reporting at the organization and has more than 25 years of experience in the finance and nonprofit sectors.
Curtis Marshall, is VP, Enterprise Solutions, for Data Axle
Amy O’Meara Chambers is the chief operating officer and co-founder of HealthBridge.
Sarah Morgenstern is a principal at Flourish Ventures.
Suzanne Schmitt is a vice president, Financial Wellness at Prudential Financial, where she focuses on the firm’s strategy around financial wellness outcomes. Prudential Financial is a financial wellness leader and premier active global investment manager with more than $1.5 trillion in assets under management as of June 30, 2020.
Leo Loomie is a senior vice president at Mphasis Digital Risk.
Jenn Kischell serves as vice president of Workforce Engagement, a unit within MetLife’s Financial Wellness and Engagement organization. With more than 25 years of experience, Kischell works with internal and external partners and customers to provide key enrollment communications and financial literacy. She is responsible for ensuring an understanding of the market, responding to customer demands, and supporting an infrastructure to drive successful sales and engagement with group customers and their employees.
Tim Ferguson is the founder and chairman of Next Street, a mission-driven advisory firm revolutionizing how public and private institutions provide capital, customers, and services to small businesses and entrepreneurs.
Shannon Schuyler is PwC’s U.S. chief purpose & inclusion officer, a role that brings together unique insights and perspectives from her prior roles as chief purpose officer and responsible business leader to the chief diversity officer role. With the responsibility for activating PwC's purpose — to build trust in society and solve important problems — and furthering diversity, inclusion and equity across the firm’s workforce, she helps create an environment that celebrates identity and intersectionality as a way to drive innovation and business value. Outside PwC’s walls, she focuses on the role PwC plays in communities and to provide opportunities for partners and staff to use their skills to respond to systemic challenges that have created disparities across society.
