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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Isaac Saft is the founder and CEO of Blue dot. Prior to Blue dot, he was the founder and CEO of KCS, a company providing a solution for internal audit and SOX risk management and FDA compliance.
Aaron J. Harding is Head of Financial Wellness for Morgan Stanley at Work. In this role, he is responsible for developing and implementing human and tech-powered financial coaching capabilities to support and improve the financial well-being of participants across the Morgan Stanley At Work ecosystem.
Prior to joining Morgan Stanley, Aaron led PwC's Financial Education and Wellness team, providing strategic leadership for the design, development, and delivery of employee-focused financial well-being programs, including the assessments, digital tools and thought leadership to support them.
Aaron earned his MBA cum laude from the F.W. Olin Graduate School of Business at Babson College where he was an Olin Fellow, and a B.A. Cum Laude in Psychology from the University of Massachusetts, Boston.
Nischal Nadhamuni is the CTO and co-founder of Klarity. Prior to Klarity, he worked on AI applications at Airware, Flipkart and Mass General Hospital. His team's work at MGH (Massachusetts General Hospital) to detect cancer causing genes using machine learning was published in the Journal of Clinical Oncology. He graduated from the Massachusetts Institute of Technology with a Bachelor of Science in Computer Science.
Nima Ghamsari is the CEO and Co-Founder of Blend.
Neal Pandozzi is a partner with the law firm Bowditch & Dewey, LLP in Boston, Massachusetts. He has over two decades of public finance experience. He is licensed to practice law in Massachusetts and Rhode Island.
Jolena Presti, managing director with Baker Tilly's public sector advisory practice.
Steven Ryder is the Chief Strategy Officer of Visory, which provides cybersecurity, IT management and hosting solutions to RIAs and other wealth managers, accounting firms and other businesses.
Kathryn Kaminsky is vice chair and U.S. Trust Solutions co-leader at PwC US.
Aaron Jacob is head of accounting solutions at TaxBit. Prior to TaxBit, he spent eight years at Chatham Financial working with the treasury and accounting teams of corporate and large financial services clients.
Donna Gambrell was director of the U.S. Department of the Treasury's CDFI Fund from 2007 to 2013. She is currently president and CEO of Appalachian Community Capital, an intermediary and certified CDFI.
