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.
Latest NewsLandi Morris is a Ph.D. student at Bentley University. Her research interests include audit quality, fees and resources. Prior to pursuing an academic career, Landi served as a tax manager in the Boston office of Grant Thornton LLP. She is a CPA licensed in the state of Massachusetts.
Pat Larsen is the co-founder and CEO of ZenLedger.io, a cryptocurrency tax app. He was an Amazon business manager and M&A investment banker. Larsen holds an MBA from The University of Chicago Booth School of Business. He is also a U.S. Air Force Academy alum and former Navy helicopter mission commander.
Jamie Overberg, a partner at TaxOps Minimization, has been executing and managing all aspects of R&D credits for over 20 years at companies. She links nexus to qualified expenses by business component or project accounting. She can be reached at joverberg@taxops.com.
Melany B. Atkins, MD, is a diagnostic radiologist with the Fairfax (Va.) Radiological Consultants.
Jim Leftwich has more than 30 years of leadership experience in risk management and insurance. In 2010, he founded CHSI Technologies, which offers SaaS enterprise management software for small insurance operations and government risk pools.
Simon Beaulah is Linguamatics’ senior director of healthcare and is responsible for the company’s healthcare products and solutions, including applications for clinical risk models, population health and medical research.
Zachary Jarvinen is head of technology strategy, AI and analytics at OpenText.
Angie Villamaria is the director of solution consulting for Welltok, where she works with clients to understand their objectives and align solutions that optimize consumer health by connecting them to the right programs and resources in a personalized way. Angie has over 25 years of experience working in the public health, benefits, employee wellbeing, health plan design and healthcare delivery sectors.
Pip Courcoux is sales and product manager for CLIQ Systems at Abloy UK.
Matthew Phillips is a wealth advisor at Trilogy Financial in Corona, California.




