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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Diane Morais is the president of consumer and commercial banking at Ally Bank.
Ryan Strauser is a Principal and Principal for Marketing in the Ares Wealth Management Solutions Group. Prior to joining Ares in 2021, Strauser was a senior vice president at Black Creek Group in the Product Management Group where he focused on product management, positioning and due diligence efforts for the firm’s offerings.
Previously, Strauser was a vice president at Jackson National where he focused on new product development, investment selection and product positioning. Before that, he held similar positions at OppenheimerFunds (now Invesco), Old Mutual Capital and Great-West (now Empower). Strauser holds a bachelor of business administration in marketing from Wartburg College and a master of business administration from the University of Colorado.
Brian Freeman is founder and CEO of Mployer Advisor, the nation’s largest digital marketplace for insurance adviser ratings and reviews.
Donny Woo is president and CEO of Combined Benefits.
Mike Brown is the Director of Communications at Breeze.
Timothy Ball is executive vice president at The Bonadio Group, and leader of the Bonadio Strategic Advisory Team (BSA), the Bonadio Fraud and Forensic Accounting and Litigation Support Division (BFF), and the Cannabis Industry Practice.
Jessica Kim is the co-founder and CEO of Ianacare, which partners with employers and institutions to deliver practical and emotional support to working family caregivers as part of their benefits package.
Tim Dunfey is a Florida lawyer and consultant who works with a wide variety of financial institutions.
Ross Delston is a lawyer, expert witness and former banking regulator specializing in AML matters.
