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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    Martha Salinas is a senior vice president at Multi Service Technology Solutions

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    Rick Reiman is vice president of employee benefits at MJM Global Insurance Brokerage Group. Rick has more than 15 years of experience in the employee benefits marketplace including specific experience in association, staffing and franchisee plans. He can be contacted at rreiman@mjmglobal.com.

    David McKeegan of Greenback Expat Tax Services

    David McKeegan, MBA, EA is co-founder of Greenback Expat Tax Services, which specializes in preparing U.S. tax returns for American expats living all over the world. Greenback can be reached at info@GreenbackTaxServices.com and Twitter @GreenbackTax.

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    Tanguy Catlin leads McKinsey's North American P&C Insurance Practice.

    In addition, he is a leader of McKinsey’s Digital Strategy Practice and Digital Quotient™ (DQ) initiative, and helps companies build out their digital capabilities to deliver rapid results and sustained growth. DQ is an assessment that allows organizations to clearly identify their digital strengths and weaknesses across different parts of the organization, and compare them against hundreds of organizations around the world.

    Catlin works with leading global financial service firms on multichannel distribution strategies, digitally enabled business model transformations, large scale marketing and sales programs. He also serves insurance clients more broadly on topics ranging from strategy and organization to operations, technology, claims, and underwriting.

    His recent client engagements include assisting a top-ten property-and-casualty and life insurer in building an internal digital agency, helping a US multiline carrier accelerate test-and-learn capabilities and a personalization engine for its online channel, and working with a number of major multiline players to optimize their marketing spending across media, channels, and products.

    Catlin frequently contributes to industry publications and has authored several McKinsey white papers on issues confronting the insurance industry.

    Catlin is member of the Alumni Board of the MIT Sloan School of Management and a former board member of the Massachusetts chapter of March of Dimes, a nonprofit organization that works to improve the health of mothers and babies.

    McKinsey_Johannes-Tobias Lorenz.jpg

    Johannes-Tobias Lorenz leads McKinsey’s work in digital insurance in Europe, helping insurers build their digital strategies, expand and serve direct markets, and strengthen their customer-service experience.

    He also oversees the firm’s global customer experience for financial-services activities, helping financial institutions around the world transform the ways they meet the needs of increasingly demanding customers.

    Some of his recent client work includes building a digital strategy for a leading global insurer and helping launch direct insurance players in Germany and other European markets. He also assists clients across Europe in areas such as social-media strategy and digital enablement of the tied-agents channel. Other projects include working with a number of insurers to digitize their customer journey for processes such as claims, life-insurance onboarding, and auto-insurance sales.

    Furthermore, Lorenz helps private-equity firms on due diligences and portfolio work.

    Lorenz has coauthored several McKinsey articles about issues confronting the insurance industry, such as insurance fraud and digital transformation.

    Lucy Hooper

    Lucy Hooper is Chair of the Municipal Securities Rulemaking Board’s Board of Directors.

    McDonough_Marc_Headshot.jpg

    Marc McDonough is senior vice president of Schwab Investor Services.

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    Brian Fitzpatrick is CEO of LoanLogics, based in Trevose, Pa.

    Patrick O'Keeffe is executive director, software engineering, at Quest Software.

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    Bartlett Naylor is a financial policy advocate at Public Citizen.