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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Kristina Wallender is chief experience officer at Human Interest, a leading 401(k) account provider for small to medium-sized businesses. Her mission is to create a more empowered world by helping others take control of their financial future. Previously she has served as the head of marketing for RealtyShares, a real estate investment platform with $870 million invested, and Ticketfly, a live events platform serving more than 1,800 venues. Kristina received her MBA from the Stanford Graduate School of Business.
Bryan Cannon, CFP, is CEO and chief portfolio strategist at Cannon Advisors. A seasoned stock market technical analyst with over 25 years of investment and financial planning experience, he serves as the host of Markets ‘N5, a biweekly video series focused on analyzing market trends based on technical analysis. Cannon’s career covers a diverse range of investment and securities experience, ranging from financial and estate planning for high- and ultra-high-net-worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.
Taylor Lindsey is a partner with Employee Benefit Consultants.
As Chief Technology Officer of CoTé, Rudi has the unique opportunity to set the strategical road map for our ridiculously clever cloud platform virsaicTM and assist organizations in formulating their Digital Customer Experience strategy leveraging our extensive industry knowledge and our unique cloud platform.
Working within the Information Technology sector, Rudi has successfully fulfilled Enterprise Architecture, Solution Architecture, Senior Analyst, Technical Team Lead and Application Programmer roles. These roles have varied throughout the Investment, Agricultural, Manufacturing, Insurance, Financial Services, Government sectors and Mining.
John Powers is vice president at HealthComp with more than 20 years of experience in developing strategic benefits solutions with brokers and employer groups.
Steve Cook, Managing Director and Head of ETFs for Harbor Capital Advisors, led Harbor’s entrance in the ETF marketplace and oversees the firm’s development and launch of ETFs. Throughout his career he has worked on the successful launch of thousands of ETFs around the world, including the Nasdaq 100 QQQ fund in the late 1990s.
Sam Finley is the vice president of benefits at ADP
Vishal Jain is the vice president of wellness strategy and development at Prudential.
Dan Gertrudes is CEO and co-founder of GrowthLab, a Finance-as-a-Service (FaaS) company that serves founders and management teams with financial planning, accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions.
Alexandra Steinberg Barrage is a partner in the banking and financial services group at Davis Wright Tremaine LLP. Ms. Barrage served as associate director of policy in the FDIC’s complex institution supervision and resolution division.
