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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Tammy Bradly is the senior director of clinical product marketing at Genex Services.
Gene Grant II is founder and chief executive of LevelField Financial.
Chuck Sockett has more than 30 years of professional experience consulting on a wide range of entity-related tax issues for public and closely held businesses across a variety of industries. Additionally, he helps clients meet their complex tax-planning and compliance needs, including issues related to domestic and international transactions.
Julia Demeny is an editorial intern at American Banker.
Emily LeStrange, CFA, CFP®, is the head of Vanguard Personalized Indexing. LeStrange's team is responsible for the strategy, service and distribution of Vanguard's personalized indexing offer for financial advisors.
Prior to her current role, LeStrange was a senior investment director on Vanguard's Manager Oversight and Search team. In this role, she was responsible for the continuous monitoring of a subset of Vanguard's 25 independent active equity investment managers, Vanguard's Equity Index Group and Vanguard's Quantitative Equity Group on behalf of Vanguard's Global Investment Committee and the board of directors. Previously, she held roles in Vanguard's Flagship Services, Investment Management Fintech Strategies and Corporate Strategy groups.
LeStrange earned an MBA from the MIT Sloan School of Management and a bachelor's degree in American Studies and Political Science from the University of Notre Dame. She is a CFA charterholder and is a member of the CFA Society of Philadelphia.
Jenn has more than 25 years of outsourced accounting and finance experience, with particular expertise in startups and the advertising and creative production industries. She is passionate about seeing companies utilize the latest accounting technology to maximize their efficiency, productivity, and ultimately, success.
Before joining Armanino, Jenn founded and led Team Jenn Corp., a firm dedicated to the strategic financial management of startups and small businesses, offering a comprehensive back office solution with accounting, finance and HR solutions. Previous roles include stints at advertising giant Ogilvy and Mather, and in the cash management industry.
Joe Bonner is the founder of J. Bonner Consulting and a three-time bank CEO.
Alexander Bagne, CPA, JD, MBA, CCSP, is the president of ICS Tax LLC. He focuses on tax planning strategies for real estate investors and developers, is a proponent of energy efficient construction and has served as the president of the American Society of Cost Segregation Professionals (ASCSP).
Wayne Chang is a serial entrepreneur and one of Forbes’ Top 50 Angel Investors. He has created products acquired by Google and Twitter, and has been involved in over 80 start-ups. His latest venture, Digits, is backed by $32 million from Benchmark and GV.
