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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Michelle Seiler Tucker is the founder and CEO of Seiler Tucker Inc., a company that has sold over 1,000 businesses and currently owns and operates several successful businesses. She is the author of the books“Think & Grow Rich Today,” “Sell Your Business for More than it’s Worth,” and her latest book is“Exit Rich.”
Grace Brasington is senior managing director at Treliant, a financial services consultancy.
Jon Hubbard is a shareholder and consultant at Boomer Consulting Inc.
Wendy Valentino is a partner at Prager Metis CPAs. She has over 30 years of experience in the accounting industry. Prior to joining Prager Metis, she was a partner at Cohen Greve & Co. CPA PC, which combined with Prager Metis in 2017. She serves on Prager Metis’ due diligence committee for future combinations.
Tara Pendleton is assurance director and audit quality director at BDO USA.
Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.
Baruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business, where he teaches courses in accounting, financial analysis and investor relations. Professor Lev has been with NYU over 20 years. His primary research areas of interest include financial statement and investment analyses; intangible assets/intellectual capital; management and valuation; capital markets; and mergers and acquisitions. He is the author of six books including "Intangibles: Management, Measurement, and Reporting," "Winning Investors Over" and, most recently, "The End of Accounting and the Path Forward for Investors and Managers." Lev has published over 120 research studies in the leading accounting, finance and economic journals and received numerous awards and honorary doctorates. Before joining NYU, he held academic positions at the University of Chicago, the Hebrew University of Jerusalem, Tel Aviv University, where he was dean of the business school, and University of California at Berkeley (jointly appointed by the business and law schools). Lev's practical experience includes auditing, and investment banking. He was also a partner for over 15 years in a consulting firm.
Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.
Douglas G. Schultz is a partner in the tax practice at BPM, where he provides tax consultation services emphasizing tax planning for closely held businesses and private clients.
Prashant Fuloria is CEO of Fundbox, an AI-driven capital platform for B2B commerce.
