Banco Popular de Puerto Rico

Jake advises Promontory clients on a wide range of securities-related regulatory, compliance, and enforcement issues. Prior to joining Promontory in 2015, he served as associate general counsel to the Public Company Accounting Oversight Board, and previously spent several years at the SEC, most recently as senior special counsel in the office of the general counsel. Jake began his career as an enforcement lawyer in the SEC’s New York office. He holds a B.A. from Wesleyan University and a J.D. from Boston College Law School.

Ms. Yee has over 25 years of investment portfolio management and financial trading experience acquired while directly managing the investment portfolios of two $25+ billion asset size regional banks and a very large global energy company.As the Director of Investment Management of Associated Bank, N.A., she is the senior portfolio manager of the regional banking company’s $6.2 billion investment portfolio.� Associated’s investment portfolio consist of over $1 billion in par value of Bank Qualified (BQ) municipal securities and approximately $5 billion of taxable agency residential mortgage backed securities and agency commercial mortgage backed securities.� Her other experiences and responsibilities include the management of the bank’s approximate $535 million of Bank Owned Life Insurance (BOLI) which are invested in general account and separate account investment strategies.Additional experiences includes wholesale funding, equity and debt issuances, optimization of bank regulatory capital as it relates to investment portfolio products and strategies and over 25 years of interest rate derivative swap experience.� Current employer, Associated Bank, N.A., past employers, FirstMerit Bank, N.A., BP America, (American corporate affiliate of the British Petroleum Company), KeyBank, N.A., and AmeriTrust, N.A.Ms. Yee completed the Executive Master of Business Administration (MBA) program of the Weatherhead School of Management - Case Western Reserve University, Cleveland, Ohio and a Bachelor of Science degree from Baldwin Wallace College, Berea, Ohio. ���

Mr. Slack has been an investment professional for more than 30 years, primarily serving institutional clients in a fixed income sales capacity. Mr. Slack joined RBC Capital Markets in 2008 to form the Institutional Middle Market Sales Division, now a team of more than 40 sales professionals.Prior to joining RBC Capital Markets, Mr. Slack served as a Managing Director, Principal with Bear Stearns & Co, Inc. for 20 years where his duties included Senior Institutional Fixed Income Sales in addition to a role in Sales Management.Mr. Slack holds a Bachelor of Business Administration in Finance from The University of Iowa.Mr. Slack holds Series 7 and Series 63 securities licenses.�

Steven J. Murphy joined the Kentucky Communications Network Authority in 2015 to assume the role of Chief Financial Officer.Steve relocated to Lexington, Kentucky after retiring following a 34 year career with Standard and Poor’s, to be near two of his three daughters who attended the University of Kentucky.�At the time of his retirement, Steven was a Senior Managing Director and the Head of Standard and Poor’s U.S. Public Finance Department.In that role, he led the department responsible for rating over 19,000 publicly rated entities, including:� U.S. States and Local Governments, Public and Private Higher Education, Not for Profit Health Care, Tax Exempt Housing, Municipal Utilities, Municipal Structured, Public Power, Airports, Ports and Toll Roads and Infrastructure.Previously, Steven was the head of the State and Local Government Ratings Group. Before that, he led the department’s Municipal Enterprise Ratings Group. He has significant experience analyzing many types of debt structures. .Steven is a member of several state Government Finance Officers’ Associations, the National Federation of Municipal Analysts, the Society of Municipal Analysts, the Municipal Forum of New York and the Municipal Analysts Group of New York.Steven has a bachelor’s degree in Finance and Accounting from St. John’s University and completed graduate studies at the University of Virginia.

Ronald Bordelon is the Chief Facilities Officer for the Louisiana Department of Education Recovery School District and oversees all aspects of the $1.8B School Facilities Master Plan for Orleans Parish, the largest school disaster recovery program in US history. As former Chief Executive of a privately-held real estate development firm, and appointment by the Governor of Louisiana to the State Board of Commerce and Industry, Ron brings a unique blend of both public and private sector approaches to disaster recovery and large construction programs.Admitted in both State and Federal Courts as a real estate and construction expert, he is supported by multi-state licenses in real estate, appraisal, construction, and various professional certifications.Ron holds a Bachelor of Science degree in Business Administration, a Master of Science degree in Human Resource Development, and is ABD earning a Ph.D. in Global Leadership and Organizational Development, presenting at international conferences in London, United Kingdom and Montreal, Canada. Ron developed both Corporate Facility Planning and Commercial Financing Strategy curriculums as part of a Master of Real Estate program, and serves as an Associate Professor for Villanova University in the Graduate School of Arts and Sciences.

Cedric S. Grant currently serves as the Executive Director of the Sewerage and Water Board of New Orleans.� In this role of Facilities, Infrastructure and Community Development for the City Of New Orleans. �He is responsible for the City’s billion dollar capital development, infrastructure, and housing programs.Cedric S. Grant served as the Deputy Mayor of Facilities, Infrastructure and Community Development for the City Of New Orleans. �He was responsible for the City’s billion dollar capital development, infrastructure, and housing programs.Mr. Grant served as Chief Administrative Officer of Ascension Parish, Louisiana. �He was responsible for management and oversight of all governmental operations for this Parish of 350 square miles and a population of 104,000.Governor Kathleen Blanco appointed Mr. Grant Deputy Secretary of the Louisiana Department of Transportation and Development in 2004. �He served until 2008. �As Deputy Secretary, Mr. Grant was responsible for the day to day operations of the department, public-private partnerships and major special economic development capital projects. �In this role he managed a workforce of 5,000 people and a $1.4 billion budget. �Prior to his appointment, Mr. Grant was employed by Parsons Corporation in Atlanta, where he managed road and highway infrastructure projects valued at $10 million for clients such as the Georgia Department of Transportation and the City of Atlanta.Prior to his Parsons employment, Mr. Grant worked over thirty years in several distinct appointments in local government and public agencies, most recently as the Chief Administrative Officer, for the City of New Orleans, Director of Capital Projects, for the New Orleans Downtown Development District, and Planning Manager, for the Port of New Orleans.Mr. Grant served his country in the United States Army and completed 23 years of active and reserve service. �In 1995 he retired as a Major. �During his military career, Mr. Grant served in the Gulf War and was awarded the Meritorious Service Medal, four Army Commendation Medals and the Selective Service Meritorious Service Medal.A New Orleans native, Mr. Grant is a certified City Manager and holds a Master’s Degree in Public Administration from the University of New Orleans and a Bachelor’s of Arts Degree in Political Science from Xavier University of Louisiana. �Mr. Grant also serves on several boards and commissions, including the National Forum for Black Public Administrators and Delgado Community College Foundation.

Juliet Stiehl is a senior underwriter in BAM's Eastern Group. Prior to joining the team at BAM, Juliet held a similar role in Assured Guaranty's Public Finance Group. She joined Assured Guaranty after its acquisition of FSA, where she started her career in Public Finance in the Northeast group. Juliet is a municipal credit generalist, with extensive experience covering Mid-Western and Northeastern issuers. She holds a B.A in Government from Harvard University. She is a member of the Municipal Analysts Group of New York, the National Federation of Municipal Analysts, Women in Public Finance, and the Northeast Women in Public Finance.

Jason Caudle became Lancaster’s Deputy City Manager in 2008. He has been integral in developing and implementing multi-scaled sustainable energy projects, as well as Lancaster’s award-winning downtown district, “The BLVD.” Caudle has overseen formation of the Lancaster Power Authority, California Clean Energy Authority, and Lancaster Choice Energy – the City’s Community Choice Aggregate. Caudle has continuously worked with City planners and solar energy developers to promote a number of ongoing public-private partnerships. Previously, Caudle was Vice President of Public Finance for Kinsell, Newcomb & De Dios, as well as City Manager of Tehachapi, where he established a Redevelopment Agency and formed a police department, among other civic improvements. Caudle holds a bachelor’s degree in Political Science and Master’s degree in Public Policy and Administration, both from California State University Bakersfield (CSUB).A family man, Jason enjoys spending time with his wife Leslie and their two children, Jackson and Kennedy.

Dustin McDonald is the Vice President of Government Relations for Weedmaps, where he leads the effort to engage Congress, the Administration and state and local governments on marijuana policy reforms.� Dustin joined Weedmaps in 2016 after serving for three and a half years as the Director of the GFOA’s Federal Liaison Center, where he led advocacy on municipal finance issues for the Public Finance Network, a coalition of state, county and city government associations.� At GFOA Dustin was also lead staff on the GFOA’s Committee on Governmental Debt Management, working with committee members to develop best practices that promote sound financial practices for state and local governments.�Prior to his work with GFOA Dustin spent 10 years providing direct federal advocacy services to local governments and local government agencies from across the U.S., working as a member of Holland & Knight’s Public Policy and Regulation Group, as well as the government relations practice of MARC Associates.� In this role Dustin led successful advocacy campaigns on a diverse group of issues, including municipal finance and tax reform, multi-modal transportation and related infrastructure, housing and economic development, water and wastewater infrastructure improvements, telecommunications reform and public safety.�Before entering the private sector Dustin served in the office of former California Congressman Steve Horn.