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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Ed DeMarco is the head of non-financial risk at the Risk Management Association.
Judy Morrill has over 30 years of investment experience working with high net worth families and non-profit institutions. She is currently is a Managing Director and Portfolio Manager at Silvercrest Asset Management Group, an independent wealth management firm based in New York. She holds an MBA in Finance from New York University’s Stern School of Business, and a BA in Political Science and French from Hollins University.
Snehal Shinde is the co-founder and chief product officer of Zeni, an AI-powered bookkeeping and accounting solution for startups. He is a three-time entrepreneur with two decades of experience as a technologist and product entrepreneur,
Kyle Wissel is a principal at Mazars USA. He has more than 20 years of experience delivering advisory, tax planning, and consulting services to real estate companies, closely held businesses and high-net-worth individuals. He assists real estate owners, operators and developers in structuring acquisitions, advising them on existing business operations, and creating solutions to minimize tax liabilities. He also has an extensive background in individuals’ income, partnership, corporation, estate, gift and fiduciary tax returns, including guidance on domestic and international income and transfer tax planning, and investment and financial planning strategies.
Marc Seewald is vice president of EPM product management for Oracle.
Gary Shaw advises insurers on solutions to enhance growth, operations, technology, risk, and compliance. As US Insurance leader, he works with Deloitte’s teams to coordinate services to strategic clients, marshal resources globally, share thought leadership and industry insights, and connect client executives with their peers. He is a frequent presenter and author on insurance trends including financial management, risk, and controls.
As a solutions architect and Microsoft Certified Professional, Julia helps organizations achieve their growth by matching technology solutions to business goals. This happens through collaborating with clients and analyzing their technology needs and business processes. Using her expertise in the Microsoft cloud platform and industry knowledge, she consults, designs, and implements technology strategies to help Anders clients not only understand their business’ technology, but maximize its full power.
Dr. Harpreet Nagra is a behavioral scientist, clinical researcher, and licensed psychologist with over 15 years of experience in non-profit organizations, academic institutions, medical clinics, and private practice. At One Drop, Dr. Nagra guides the application of behavioral science frameworks and methodologies across key components of our AI-powered platform, including one-on-one coaching, goal setting, health predictions, and an interactive learning experience.
Jennifer M. O’Brien is counsel in the taxation and wealth planning department at Fox Rothschild LLP.
Matthew Bosher is a partner at the law firm Hunter Andrews Kurth. He is a former member of the Virginia Board of Accountancy and served as chair from 2017-2018. He advises accounting firms and related parties on transactional matters, regulatory investigations, and disputes.
