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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Phil Bernie is co-founder and managing director of KeyPay.
David Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He concentrates his practice on trust and estate planning and administration, representing owners of closely held businesses, family offices, principals of private equity and venture capital funds, individuals and families of significant wealth.
Keith Algozzine is the co-founder and CEO of UCM Digital Health.
Matthew Franks is head of High Net Worth Credit at RBC Wealth Management — US. Before joining RBC, he held various leadership roles in the high net worth division of Morgan Stanley's Private Bank from, most recently as a managing director and head of the ultrahigh net worth sales team.
Karen Abramson is CEO of Wolters Kluwer Tax & Accounting, a global provider of information, software, and integrated workflow solutions for tax, accounting, finance, audit, risk and compliance professionals. As CEO of the global division, she leads Wolters Kluwer tax and accounting operations worldwide, with activities across North America, Europe and Asia Pacific. Previously at Wolters Kluwer, she served as president and CEO of the Medical Research business unit and general manager of the Corsearch business unit. Before her tenure at Wolters Kluwer, Abramson held various leadership positions with MemberWorks, Inc. and Thomson Corporation.
Jonathan Rogers, co-managing partner, leads the strategic growth of the Wealth Advisor Alliance and the operations of its parent RIA, Forum Financial Management. He supports financial advisors across the Wealth Advisor Alliance and Forum communities.
Alan Hartwell is group chief technology officer at IRIS Software Group and is responsible for evolving IRIS' cloud software offering and further developing its product engineering capabilities to support its increasingly international expansion. Hartwell brings over 25 years' senior level experience supporting and leading the acquisition, consolidation and integration of products and technologies.
Erik Carlson is chief financial officer and head of strategy at Notified, a technology partner for investor relations, public relations and marketing professionals. He brings over 10 years of M&A, strategic finance and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.
Angie Meoli is the SVP of enterprise initiatives at CVS and the vice chair of the Health Care Transformation Task Force.
Paul Burrin is the Head of Insights and Evangelism, HR and Payroll at Sage.
