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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Bert Ely is the principal of Ely & Company, an independent banking consultancy. He has specialized in banking and financial services issues for over 40 years.
Stefani Steinway is the SVP of human resources at Equifax Workforce Solutions.
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A seasoned veteran in financial technology, he previously served as the chief compliance officer and director of operations for Aspiration. Prior to this, he worked for PIMCO as vice president of legal and compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.
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Kim Shumate is a senior benefits consultant at Strategic Benefits Advisors.
Brian Thorp is founder and CEO of Wealthtender, an online reviews platform designed for SEC compliance.
With over 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
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Gregg Rozansky is senior vice president and senior associate general counsel of the Bank Policy Institute.
