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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Cole Dellinger is a tax manager in HCVT's Park City, Utah office.
Blake Christian, CPA, a national Top 25 OZ influencer, is a tax partner at the Salt Lake City office of HCVT LLP. He has over 35 years of experience providing tax consulting and compliance services to clients that include multinational, publicly traded corporations, as well as closely held owner-managed businesses. He has specialized in federal, state and local tax incentive programs, and is leading the firm’s efforts in providing tax consulting services for Qualified Opportunity Zones. He has authored several articles and HCVT Tax Alerts about QOZs and Qualified Opportunity Funds, and has developed unique insights into OZ strategies for real estate developers and investors, as well as for operating business start-ups and expansions. In addition to tax incentive consulting, he provides partnership and individual tax planning and compliance services. His industry experience is broad and includes manufacturing and distribution, service companies, restaurant, shipping and transportation, energy and health care.
Yunita Anwar, Ph.D., is an assistant professor of accounting at the Shenandoah University School of Business in Winchester, Virginia.
Aaron Mears is a versatile writer known for his insightful and engaging articles covering home, real estate, and environmental topics. Driven by a passion for creating compelling content, Aaron combines in-depth industry knowledge with a creative approach to deliver narratives that inform and inspire. His work often delves into sustainable living, market trends, and practical advice, establishing him as a trusted voice in his field. See more at https://activerain.com/profile/aaron13.
Ali Abinader is an accounting firm consultant at The Visionary Group working exclusively with CPA firms. He interacts daily with partners to help them identify candidate firms that would work well as an acquisition or a merger. Ali is extremely diligent in following through on every opportunity to ensure no details are missed. Before joining the Visionary team, he was a credit lending specialist in the banking industry, serving clients who needed installment loans, credit lines, and home equity loans. He is currently working on his Bachelor of Science degree in Accounting.
Ximena Aleman is the co-dounder and co-CEO of Prometeo, a Latin America-based fintech infrastructure company.
Sanket Das heads the distribution management practice at a Big 4 consulting firm. He is an industry thought leader and often speaks on topics related to insurance and sales performance management (SPM). With nearly 15 years of experience in the insurance space, Sanket tackles complex issues around distribution and producer management, AI, data, actuarial valuation, and agent compensation. He holds a master's degree in actuarial science from NMIMS. Connect with Sanket on LinkedIn.
Satayan Mahajan is CEO of Datalign Advisory, an AI-enhanced platform that enables one-to-one matches between consumers seeking a financial advisor and advisory firms.
He is an experienced entrepreneur; a frequent guest lecturer in the field of product design, innovation and entrepreneurship; and holds several patents in blockchain, artificial intelligence and natural processing.
David Stedman is the CEO of BrightDime.
Kei Morita is a principal in the Los Angeles office of HCVT. He has extensive experience providing audit and assurance services to closely held private companies, particular clients in the technology industry including SaaS, fintech and software companies.
