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 DeLong works for CFA’s Campaign for Fair Auto Insurance as the Research and Advocacy Associate. He conducts research on auto insurance and advocates for better, fairer, and more affordable practices that will protect consumers.
Raj T. Chawla is the global head of financial services at BeyondMinds.
Elizabeth Lutes is the senior vice president of Transition Services.
Sabrina Kieffer is the COO at online learning platform Skillshare.
Clayton Bland is Chief Wealth Advisory Officer at CLA, with more than 20 years of experiences within the financial services industry.
Brad Preber is CEO of Grant Thornton LLP.
Marianne Caswell is the President of Park Avenue Securities, LLC and is building a comprehensive wealth management platform to help financial advisors meet the wealth management needs of their clients. Park Avenue Securities is a registered broker-dealer, investment adviser and a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America. PAS is a member of FINRA and SIPC.
Lily is an incoming freshman at Northwestern University Medill School of Journalism. She served as Editor-at-Large of her school newspaper this year and co-founded The Iris (theirisnyc.com) last May. Twitter: @lily_wolfson
Simon Viney is the cybersecurity financial services sector lead at BAE Systems Applied Intelligence.
Matt Smith is managing director in Opportune LLP’s Financial Instruments Group. He assists companies with their accounting for complex financial instruments under both U.S. GAAP and IFRS. With 15 years of client service experience at Opportune and EY, Matt has gained extensive knowledge and expertise in derivative valuation and hedge accounting, stock-based compensation, debt, and equity financing activities, embedded derivative assessments, Dodd-Frank compliance and SEC reporting. He has an undergraduate degree in accounting from Oral Roberts University and is a member of the American Institute of CPAs.
