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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Deborah Kaufman, DO, MBA, is the senior medical director of women’s health at eviCore.
Sarah Moloney is a subeditor at the Official Monetary and Financial Institutions Forum.
Brandon Roberts is chief revenue officer, fitness & wellbeing for Xplor Technologies, a global platform for SMBs combining SaaS solutions with embedded payments and commerce accelerating technologies, where he leads a team of 200 commercial sales, account management and client service people across North America.
Before joining Xplor in 2020, Brandon spent eight years at Mindbody, ultimately as global director of operations. He has a B.S. in Kinesiology from California Polytechnic State University and a MBA from the University of Phoenix.
Lori Daugherty is Chief Executive Officer at Ascellus where she provides analytical decision-making, strategic planning and executive leadership. As CEO with more than 30 years of experience, she is focused on developing best practices for organizational processes, performance measurement systems and building Ascellus’ infrastructure to maximize the company’s growth.
Caleb Jenkins began his career at RLJ Financial Services and leads the outsourced tax planning & business accounting services team. He has been recognized as a Top Up-N-Comer ProAdvisor and Top 40 Under 40 in the accounting profession, and serves on numerous councils including the Intuit ProConnect Customer Tax Council and the ADP Accountants Advisory Board. Reach him via email at caleb@rljfinancial.com.
Doris Meister is executive vice president, wealth management at Wilmington Trust/M&T Bank and is also a member of the Management Committee.
Dean Smith is chief strategist at FolioBeyond and the portfolio manager of FolioBeyond Rising Rates ETF ($RISR). Dean has 25-plus years of experience in all aspects of structured products with roles as an investment banker, trader and hedge fund portfolio manager.
Peter J. Glennon is the founder of Glennon Law Firm, P.C.
Garry Reeder is the chief executive of the American Fintech Council.
Marina Cemaj Hochstein is a reporting associate for National Mortgage News.
