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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Corey Schmidt, CPA, is manager of audit innovation at Accountability Plus LLC.
Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement.
Michael Glotz is the CEO of Strategic Risk Associates.
Colin Nabity is the CEO & co-founder of Breeze, an insurtech with a mission to close the income protection gap through disability insurance and critical illness insurance.
Maggie Z. Miller and Hannah Nokes are co-founders of Magnify Impact, and co-authors of Magnify Your Impact: Powering Profit with Purpose.
SaVion Harris joined Intercontinental Wealth Advisors as a financial advisor in the summer of 2021 after graduating from the University of Texas at San Antonio with a Bachelor of Business Administration degree in Finance. During his time at UTSA, he was a student-athlete as a member of the football team and had dreams of playing in the NFL. He currently helps manage client assets, working to truly understand clients’ situations, goals, and dreams — helping them envision their future and then take the steps to make it a reality. He has attained his Texas Life Insurance license as well as his Series 65 Uniform Investment Adviser Law license.
Larry Kirschner is the co-founder of Arch Capital Solutions.
Nir Kossovsky is the CEO at Steel City Re.
Mike Wilson is the founder and chief technology officer of Enzoic.
Geoffrey has over 23 years’ experience serving a mix of entrepreneurial and global clients across multiple subsectors in financial services. He has worked on over 300 transactions advising both corporate and private equity clients in multiple types of transactions, including banking, asset management, FinTech and insurance. Geoffrey is a CPA actively licensed in New York and North Carolina.
