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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Jason Delserro is the chief talent acquisition officer at ADP.
Peter Doumas is the vice president of national accounts at Progyny.
Petar Tomov is a director in Opportune LLP’s Financial Instruments Group. Combined with his time as a manager at KPMG, he has over 10 years of experience focusing on the valuation of stock-based compensation, debt and equity instruments, contingent consideration and intangible assets. He holds a BS in Mathematics and an MBA from the University of Texas at Dallas.
Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.
Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.
Tom Kozlik, Head of Municipal Research and Analytics, HilltopSecurities Inc.
Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.
Simon Powley is the head of advisory services and consulting for Diebold Nixdorf.
Heather Garbers is Vice President of Voluntary Benefits and Technology for Hub International.
Daniel Bryant is the President of Retirement and Private Wealth for Sheridan Road Financial, a division of HUB International.
Monica O'Reilly is a vice chair at Deloitte. She leads the organization’s U.S. financial services industry group.
