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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Alexei Alexandorv served as the chief economist of the Federal Housing Finance Agency and in various roles at the Consumer Financial Protection Bureau. He previously worked as an assistant professor at the University of Rochester, and in various leadership roles at Amazon and Wayfair.
Bob Lewis is president of The Visionary Group. He has relationships with key leaders in accounting firms nationwide and is a frequent speaker on M&A, private equity, and organic growth, and helps firms assess their ability to remain independent, build enterprise value, and creates and facilitates dozens of material transactions annually. His 30-plus years of support in the accounting profession has provided Lewis with the opportunity to learn from great firm leaders. Beyond his deep experience in M&A and private equity he helps firms with pricing, client upscaling, and overall growth tactics. He is a frequent member of Accounting Today's Top 100 Most Influential People, and co-chairs the Accounting Today Private Equity Summit. He has an accounting background, and his formal education includes a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago.
Jamie Greenleaf is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box
Tim Seifert serves as a senior vice president and head of retirement solutions distribution for Lincoln Financial Distributors, the wholesaling distribution organization for Lincoln Financial.
Christopher Richards is the founder and CEO of Legacy as a Benefit®, where he serves as the architect of a framework examining how employers can better align long-term investment in people with employee outcomes and workplace culture.
Olga Cameron is the senior team lead for BenefitsVIP, where she leads a dedicated participant support team delivering concierge-level service to client Human Resources partners, employees, and their dependents. Serving as second in command to the BenefitsVIP Director, Olga plays a key role in the implementation and support of departmental technology platforms, including the BenefitsVIP Mobile App. She also actively participates in employee-facing webinars and prospect presentations, educating clients and participants on benefit programs while showcasing available support resources and mobile technology, and reinforcing the value of the BenefitsVIP service model.
Zach Lindquist is the co-founder of Pure Crypto.
Craig Hamm is a partner in BPM's transaction advisory services practice, where he advises buyers and sellers across quality of earnings, financial due diligence, and corporate carve-out engagements.
