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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Dan Collins, AIF®, is retirement marketing program manager at Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Stephen Ritter is CTO of Mitek.
Gale Crosley, CPA, CGMA, one of the leading growth consultants to accountants, is the president of Crosley & Co. Kacee Johnson, MBA, is a strategic advisor at CPA.com.
James Crawshaw is a fraud analyst at The ai Corporation.
Robert Durak, CPA, CGMA, is director of audit and accounting technical services for public accounting at the American Institute of CPAs.
Rahim Rajpar
Principal
Hawthorne
Jack Jolly is director of research and development tax credit services at KBKG. He spent 20 years with the IRS in the Large Business and International Division. The majority of his time at the IRS was dedicated to the examination of the research tax credit in various industries, including automotive, utilities, chemical and others. He served as a engineer team manager, territory manager, and senior analyst. He was the lead instructor for several classes where new engineers were taught their role in examining basic and advanced IRS issues.
Sydney Ivey is general manager for small business at Bank of America Merchant Services.
Sr. Director, Technical Accounting Consulting, RSM US LLP
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