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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John M. Pachkowski is a senior legal analyst with Wolters Kluwer Legal & Regulatory U.S.
Charles Maniace is vice president of regulatory analysis and design at Sovos, a global provider of software that safeguards businesses from the burden and risk of modern tax. An attorney by trade, he leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers compliant. Over his 15-year career in tax and regulatory automation, he has provided analysis to The Wall Street Journal, NBC and other outlets.
Anders Fohlin has been CFO of Medius since 2014. Before joining Medius, he was vice president of finance and accounting at Klarna Group and vice president of business control at Nasdaq OMX. Previously, he had several years of experience with Cision, Accenture and Acando.
Brent Nicholson is the co-founder and chief client officer at Carrum Health.
Tim Rowley is the chief operating officer and chief technology officer of PeopleCaddie, a digital talent network for highly skilled contractors. Previously, he served as the senior vice president of e-commerce marketing at Bank of America, where he worked to grow online sales and the online banking user base. Through that experience in changing consumer behaviors to leverage new technology, he saw a parallel opportunity in the contingent labor market. PeopleCaddie works with businesses in a variety of industries, matching employers with fully vetted, professional contractors as well as helping workers leverage their specialized skill sets into attractive contract work opportunities.
Patrick Murray is president and CEO of STP Investment Services, a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.
Liz is a Certified Financial Planning Professional and is serving clients at Planning Across the Spectrum as the Director of Financial Planning. Liz joined Planning Across the Spectrum in February 2021 after working with two traditional financial planning firms. She works mostly remotely from Maryland, where she lives with her husband, son, puppy, and backyard chickens. She is excited to move beyond traditional planning into the specialized world supporting families with I/DD and ASD.
Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.
Lyle Solomon is a principal attorney for the Oak View Law Group in California. Since 2003, he has been a member of the State Bar of California. In 1998, he graduated from the University of the Pacific’s McGeorge School of Law in Sacramento, California.
Roger Shedlin is the president and CEO of WINFertility.
