Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • 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 Siegman is the co-founder of HazardHub, a property risk data company that was acquired by Guidewire in mid-2021. He is now a senior executive at Guidewire helping to lead the direction of the HazardHub solution and guiding P&C insurance clients in innovating their data integration into critical processes.

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    Janice Stoudemire, CPA, CGMA, ABA, ATA, currently serves as a CPA content specialist for UWorld Roger CPA Review. Reach her at jstoudemire@uworld.com.

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    Robby Sundberg, CPA, is senior vice president of development at Embark, a business advisory firm. He was formerly assistant controller at a subsidiary of Toyota Financial Services and worked in the internal audit group at Verizon and in the Dallas audit practice at Deloitte.

    Brett E. Heineman is FSA general manager of health products at Gradient AI.

    Heineman is a health actuary with broad experience in the health insurance industry, ranging from provider contracting analysis for carriers to actuarial valuation and actuarial transformation for consulting firms. His professional interests include organizational and personal productivity, actuarial process automation, practical applications of predictive modeling and actuarial modernization/actuarial transformation.

    Eric Spacek has more than 15 years of insurance risk control experience and joined Church Mutual in January 2020 as Risk Control program manager. He was promoted to his current role in January 2022.

    Spacek earned a bachelor's degree in English from Eastern University in St. David's, Pennsylvania, and his juris doctor degree from American University in Washington, D.C.

    Spacek earned the Associate in Risk Management (ARM) designation. He has also received the Cambridge Certificate in Risk Management for Churches and Schools.

    Matthew Schaller

    Matthew Schaller, CFA, CFP, is an advisor on the Compardo, Wienstroer, Conrad & Janes team at Moneta.

    Troy Stewart has risen through the ranks at Brush Claims to now serve as its president and chief operating officer. Stewart is an innovative thought leader in the insurance claims space and is actively driving the evolution of the insurance industry forward.

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    Readie Callahan is a Vice President with Wells Fargo Bank, N.A. Capital Strategies group within Public Finance. The Capital Strategies group works closely with both public finance investment bankers and commercial bankers to provide customized financing products to municipal and not-for-profit borrowers, including direct lending solutions. During her career, Readie has provided investment banking services to municipal issuers throughout the West Region. Over the past eight years, Readie has structured almost $8 billion in senior managed transactions. She has experience with a wide variety of municipal credits including water and sewer, surface transportation, port and airport, sales tax, leased-backed, special revenue and general obligation financings. Readie has assisted clients in the utilization of a wide range of financing structures from fixed and variable rate bonds to synthetic debt and direct lending. Readie graduated with honors from Washington University in St. Louis, MO with a B.A. in International Studies and French and a minor in Business. Readie holds Series 7 and 63 securities registrations.

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    Stephen E. Heaney�joined Stifel in 2011 through its acquisition of Stone & Youngberg. In 2013, Mr. Heaney was appointed Director of Public Finance for Stifel assisting with the growth and operation of the public finance banking group, with particular attention to developing the firm's capabilities, systems and responses addressing regulatory changes in the municipal market following adoption of SEC and MSRB rule changes. Mr. Heaney continues to focus, as he has for the past 30+ years, on development-related financings as well as directing issues for transportation, utilities, schools, and local government. Over his career, Mr. Heaney has lead managed several billion dollars of municipal bond issues, primarily in California and Nevada, pioneering many financing techniques for use with large and small scale development and redevelopment projects.�From 2009 to 2013 Mr. Heaney served on the Municipal Securities Rulemaking Board and was the Vice Chair of the Board in the 2012-13 year. He is the past Chair of the California Public Securities Association and a past Trustee for the California City Management Foundation.�Mr. Heaney earned a B.A. from Texas Tech University, an M.P.A. from the Maxwell School of Citizenship at Syracuse University, and maintains Series 50, 52, 53 and 63 licenses.

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    David Moore founded Clean Energy Capital and serves as Managing Director and Chief Executive Officer. Clean Energy Capital is a Houston-based investment banking boutique specialized in energy and infrastructure finance. Mr. Moore shares his time between the firm’s Houston and San Francisco offices. Mr. Moore is a veteran deal-maker with deep knowledge of structured finance, project finance, and municipal finance. He has been involved in the energy and infrastructure sectors for nearly 30 years. He is known as an innovator and problem-solver with a commitment to integrity and client service. Mr. Moore has held senior positions at international investment banks including Lehman Brothers and Credit Suisse First Boston. Prior to founding Clean Energy Capital, Mr. Moore headed renewable energy finance nationwide for Citigroup’s top-ranked public finance division. Mr. Moore holds a PhD in political science from the University of California at Berkeley, where his doctoral dissertation addressed governance and financial risk allocation in the U.S. nuclear power sector. Mr. Moore holds a bachelor’s degree from Harvard College, where he graduated magna cum laude.