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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    Hodes-Rochelle-Crowe

    Rochelle Hodes is a principal in the Washington National Tax Office at Crowe. She has over 29 years of experience providing tax controversy and tax policy services.

    Derek Razo is the co-founder and managing partner of Common Trust.

    Headshot of Avi Tuschman.

    Avi Tuschman is the founder & CIO of Pinpoint Predictive, a Stanford StartX and VC-backed insurtech company. Tuschman is an expert on the science underlying human political orientation and individual variation in behavioral propensities. His research has been covered in peer-reviewed and mainstream media from 25 countries including the New York Times, the Atlantic, MSNBC, Spain's El País, Israel's The Marker, and Brazil's Veja Magazine.

    Casey Jorgensen Dynasty.jpg

    Casey Jorgensen is the head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners, where she helps leading wealth management firms improve efficiency, growth and margins.

    She played a key role in expanding DIAL's programs and the Dynasty Women's Network. Previously, she was a business development strategist at Raymond James, focusing on advisor coaching and succession planning. Her insights have also appeared in Barron's and AdvisorHub, and she's a frequent speaker at industry events. She is also active in her community and holds a BA in business administration, CFP, whole family advisor associate and registered corporate coach designations.

    van-wyk-bruce-payspace.jpg

    Bruce van Wyk is CEO of PaySpace by Deel.

    Niranjan "Ram" Ramaswamy is vice president and general manager of the embedded fintech & banking hub in Fiserv's Banking Division.

    Jennifer Smith

    Jennifer Smith is VP of Life Product Strategy at Sapiens, responsible for the direction and roadmap of Sapiens' digital suite of core solutions and eco-partners that support L&A insurers in the North American market. She started her career working for a large life carrier for several years and then moved into the software side. Prior to joining Sapiens, Jennifer held positions at EDS SOLCORP (now DXC Technology), SunGard, and Majesco, focusing on life insurance systems transformations and business process optimization for nearly 25 years.

    Alec Connon is the coalition director of Stop the Money Pipeline.

    John Hallacy

    John Hallacy has a long tenure in the municipal business, predominantly as head of municipal research for Bank of America Merrill Lynch. John has also spent time as an analyst and manager at S&P Global, underwriter and marketer at four bond insurance companies, and has served as the head of MAGNY and president of the Society of Municipal Analysts.

    Amy Gallagher of UHY Consulting

    Amy Gallagher is managing director at UHY Consulting, She leads UHY's Resources Solutions Group in the Southeast and has over two decades of experience in recruitment consulting.