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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Rob Chrane is the CEO of Down Payment Resource
Jamie Yoder is the President and General Manager of Sapiens North America, a leading global provider of software solutions and services for all sectors of insurance. He is responsible for the North America business end-to-end, driving all business fundamentals from strategy to product development to delivery; competency centers & professional services; business development including sales, sales support, marketing and partners; customer management and customer care activities; and managing daily operations.
Julio Pernía Aznar is the CEO of Bdeo, a technology company that provides visual intelligence for motor vehicle and home insurers.
Sean M. Cleary is the founder of The Law Offices of Sean M. Cleary, located in Miami. He helps his high net worth clients in complex family law cases along with assets and debt division by assisting them through negotiation, mediation, or trial representation.
Brad Bolton is president and CEO of Community Spirit Bank in Red Bay, Alabama, and chairman of the Independent Community Bankers of America.
Ravi Swaminathan is a cofounder and the CEO of TaskHuman, a real-time digital coaching platform that connects each employee, individually, with a global network of coaches over video call in nearly 1,000 topics of daily work and personal life.
Kane Polakoff is the founder and national practice leader of UHY Advisors’ Client Accounting and Advisory Services division.
Jennifer Coombs is an associate professor at the College for Financial Planning —a Kaplan Company located in Denver. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program for financial advisors in the United States exclusively devoted to sustainable investing.
Prior to joining the College, Jennifer worked in New York City for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading and portfolio management. Jennifer has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group.
Jennifer holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. She resides in her home state of Vermont.
Clare Kumar is a Highly Sensitive Executive Coach and the creator of the Happy Space Podcast.
Mark Elsaesser is a senior tax consultant with The Bonadio Group.
