Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • 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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    Bryan Davis serves as Executive Vice President and Head of VIU by HUB, a digital brokerage
    platform backed and developed by HUB International, the largest personal lines broker in the U.S. He is
    responsible for the vision and strategy, profit & loss, investment priorities and supporting a network of
    alliance partners.

    With more than 20 years of industry experience, Davis has led transformational projects and driven growth in personal and commercial lines, product management and pricing, sales and business
    development, underwriting and operations.

    An industry leader in product, sales, and digital innovation, Davis previously held leadership positions with USAA, Nationwide, and AIG. Davis is a graduate of Wofford College and also has an MBA. He's also credentialed as a ChFC & CPCU and is also a former Member of the Board of Directors of the American Red Cross of San Antonio.

    Evan Daniels serves on the advisory board of Monitaur, an AI/ML governance  software company committed to working with the insurance industry and regulators towards the responsible and effective integration of AI/ML. Formerly Director of the Arizona Department of Insurance and Financial Institutions and served as the 2022 Co-Vice Chair of the NAIC Committee on Innovation, Cybersecurity and Technology, which oversees the NAIC's Big Data and Artificial Intelligence workstreams, Evan also is Counsel at Mitchell Sandler LLC, a boutique financial services law firm, where he advises insurance companies, insurtechs, fintechs, and financial institutions on regulatory matters. For more information on Monitaur, please visit www.monitaur.ai, and follow the company on LinkedIn.

    Nicole Elam, President and CEO, National Bankers Association

    Nicole Elam is president and chief executive of the National Bankers Association.

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    Jason Melillo is a principal and local incentive practice leader at KBKG. His areas of expertise are local incentives, employment tax credits which includes enterprise zones, Work Opportunity Tax Credits, and other employment credits. For over 20 years, he has worked with numerous companies and CPAs on employment tax credits as well as cost segregation studies.

    Osho Jha is a co-founder of Arbol currently serving as its Chief Data Scientist. He is also a founding partner of dClimate, the first decentralized climate information ecosystem. As Chief Data Scientist at Arbol, he oversees the development of data-driven parametric products and climate risk solutions. Osho comes to Arbol with over a decade of experience as a product-focused data scientist. His experience ranges from cutting edge NLP research for DARPA resulting in a speech-to-speech translation system deployed by the U.S. military to using exhaust data for trading global equities.

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    Leslie Winner Bolton is the director of channel partnerships at Paychex where she has spent the majority of her over 11-year career forming relationships with national brands as well as working closely with regional businesses.  This has included working with partners in the franchise industry, trade associations, integration and technology sector, banking institutions and accounting firms.  Before joining the Paychex leadership team, she was an entrepreneur and owned several small businesses in the Orlando area where she still resides.

    Bean-Gil-ExitSmarts Inc.

    Gil Bean is a partner at ExitSmarts, Inc. Reach him at gil@exitsmarts.com or (484) 431-3181.

    Ranjit S. Samra

    Ranjit S. Samra is the Head of Technology at J.P. Morgan Wealth Management. He has 30 years of global experience developing software solutions across a broad spectrum of businesses. He joined JPMorgan Chase in 2018 as the Head of Controls, Legal & Regulatory Technology in Corporate Technology and took on his current role in 2020. 

    Joann Needleman is a member of the law firm Clark Hill. She leads the firm's financial services regulatory and compliance practice and advises banks, financial institutions and financial services entities on regulatory compliance matters.

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    James Lewis is a vice president in the M&A tax services practice of the transaction advisory group of Stout. He has over four years of experience providing domestic and cross-border tax due diligence and tax structuring services to both private equity and strategic clients.