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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John Reardon, Of Counsel, Kutak Rock, LLP
Matthias Edrich, Tax Counsel, Kutak Rock, LLP
Lily Styrmoe CFP®, CSRIC™ is an advisor with TCI Wealth Advisors passionate about aligning financial goals and values to protect the environment for future generations. She is an industry recognized leader in sustainable, responsible and impact investing. To learn more, visit, tciwealth.co/sustainability.
Jim Lockhart is a former director of the Federal Housing Finance Agency.
Darcy Hitesman is an employee benefits attorney and owner of the HitesmanLaw firm.
Peter Nesbitt is COO of Teampay, a distributed spend management platform. He most recently served as Teampay’s vice president of finance. A former military intelligence officer, Nesbitt has a diverse background, with his expertise spanning financial leadership, fundraising and revenue growth. Prior to joining Teampay, he served in executive corporate finance roles, including director of finance at Bitly. He earlier co-founded TheFam, a music collective and events community in New York City, and served as a mergers and acquisitions analyst at an investment bank.
Pat Lawler is a former policy director of the Federal Housing Finance Agency.
Matt Baki is SVP of Strategic Accounts at Tria Health.
Dennis J. Moore is volunteer president of Financial Planning Association and an executive leader with Mercer Advisors in Dallas.
Ulrike Deetjen is a partner in McKinsey & Company’s Insurance Practice. She advises European insurance and healthcare companies on digital strategies, growth and innovation. She is based in Stuttgart, Germany.
