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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Caitlin Cook is the head of community and vice president of operations at Onramp Academy. She is responsible for building Onramp Invest’s community and brand with advisors and consumers, leveraging her innate ability to understand what resonates with a target audience.
After coming from the asset management space, she now leads Onramp’s education efforts, running point on the creation and evolution of Onramp Academy, the cryptoasset education platform for financial advisors.
Brian Uhlig is a senior partner of employee benefits at Alera Group, a leading independent, national insurance and financial services firm created through the merger of like- minded, high- performing, entrepreneurial firms across the United States. It is the 7th largest privately held employee benefits company in the nation and was founded in 2017.
Dr. Julia Hoffman is head of mental health strategy at Teladoc Health. You can follow Dr. Hoffman on Twitter @juliahoffman.
Derek is the head of advisor experience at Aptus Capital Advisors, an SEC-registered investment advisor specializing in risk-mitigated investing. He organizes the firm’s efforts to help advisors build a confident client base, designing customizable portfolios with client-friendly messaging to match.
With over 20 years' experience in starting up and growing technology businesses, McNally is passionate about enabling others to transform and succeed in the digital space.
Joel Schwartz is founder and co-CEO of DoubleCheck Solutions.
Leif O’Leary is the CEO of Alegeus.
Jodie Kelley is CEO of the Electronic Transactions Association.
Michael Cline is Managing Director and Insurance Sector Claims Leader at Deloitte Consulting LLP. He has over 28 years of experience in claims operations and technology at insurance companies and the consulting field. He also has insurance industry professional designations from the Insurance Institute of America; CPCU, AIC, API, AIS and AINS. Michael holds an insurance property & casualty adjusters license in the State of Nevada and is an active member of the Insurance Institutes National Claims Interest Group committee.
