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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Leandro DalleMule is general manager at Planck, acquired by Applied Systems. He brings 30 years of experience in business management to the team. Prior, he spent six years as AIG's chief data officer. He also was the senior director of big data analytics for Citibank and head of marketing analytics for BlackRock and held leadership roles in Deloitte's advanced analytics practice.
Todd Whalen, founder of Advanced Tax Solutions, is a CPA and Certified Tax Resolution Specialist. Licensed in Colorado, he represents clients nationwide before the IRS. With a Master of Taxation from the University of Denver, he specializes in resolving complex tax issues for businesses and individuals.
Maryling Yu ("Mare") is vice president of marketing at CCC Intelligent Solutions, responsible for all aspects of marketing at the company, with a strategic focus on developing and retaining customers across the entire lifecycle and has over 20 years of marketing experience. Previously, she was the chief marketing officer for Backstop Solutions, a Chicago-based financial technology company. During her tenure, she played a key role in the company's growth, helping it double in size from 2016 to 2022 before its successful sale to ION Analytics. Mare specializes in B2B technology marketing and has also held senior level marketing positions at Sungard Availability Services and has consulted for many Silicon Valley-based technology companies.
Chris Lewis is Chairman of the Board of Vast Bank, N.A., in Tulsa, Oklahoma.
Henry Yoshida is founder CEO and co-founder of Rocket Dollar.
He is a successful entrepreneur, CFP practitioner and licensed real estate agent. Previously he founded venture capital-backed robo advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs); was the founder of MY Group (acquired by CAPTRUST), a $2.5 billion assets under management investment firm; and was a vice president at Merrill Lynch.
Daniel Steadman is the Vice President of Underwriting and Program Development for Insurance Canopy. As an experienced Chartered Property and Casualty Underwriter, Daniel knows what types of coverage risks small business owners face and is committed to creating insurance solutions to help protect them in case of a claim.
Hannah Hood is a Virtual CFO at Summit Virtual CFO by Anders.
Thomas M. Hoenig is a distinguished senior fellow at the Mercatus Center of George Mason University. He has served as the vice chairman of the Federal Deposit Insurance Corp. and president of the Federal Reserve Bank of Kansas City.
Stephen Matteo Miller is a senior research fellow with the Mercatus Center at George Mason University.
Charlie Sidoti, Executive Director, InnSure
