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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Shree Reddy is the senior vice president of banking technology at PenFed, America's second-largest federal credit union.
David Dawkins is managing director and business execution director at Wells Fargo Advisors.
He is also a board member of the SIFMA Foundation, which focuses on youth investors and financial education.
Max Bruner is the CEO of Anzen Insurance and is making life easier for retail brokers, carriers, and clients when it comes to executive liability risks. He has a proven track record in building technology companies over the past 10 years across a variety of sectors, from data science and drone hardware to agriculture, consumer auto insurance, and now executive liability.
Max has an extensive background in U.S. agriculture, energy and technology policy. He's been recognized by Forbes on its "30 Under 30" list and was a Harry S. Truman Scholar- awarded by the U.S. government for public service. He is an alumnus of the University of Cambridge and the University of Wisconsin-Madison.
Amber M. Rogers is a partner in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.
Rachel Roney is an associate in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.
Shannon ShallcrossShannon Shallcross is a Tedx speaker and has coached dozens of data and insurtech startups, advising Fortune 500 clients on analytics strategy as head of client management for a national health-tech company and co-founder of BetaXAnalytics, a company that pioneered emerging data science techniques using AI to remove the barriers to transparent and actionable data. She also spent 12 years with Amica Insurance running branch sales and service operations across the country. Currently, she is head of client services at Pinpoint.
Torben Robertson is the content marketing manager at Cardata.
Lisa Cregan is head of field leadership readiness and acquisition at Morgan Stanley.
Over a 40-year career, she has worked to make the financial services industry more inclusive and successful by welcoming talent from across the spectrum. In 2022, she founded the Climb-Pause-Lift Foundation, which supports women athletes through scholarships, grants and avenues to internships and full-time positions in wealth management. She is a trustee emerita for the Women's Sports Foundation, founded in 1974 by Billie Jean King, and is a contributor to the Georgetown University Women's Leadership Institute.
Claire Williams covers banking policy matters on Capitol Hill. She previously wrote about financial and economic policy for Morning Consult and earlier had stints at S&P Global and the Arkansas Democrat-Gazette.
Dean Henry is executive vice president of global business financing and supplier payments for American Express.
