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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James Mirfin is global head of digital identity and fraud solutions at Refinitiv.
Chelsea Cloak, a licensed certified public accountant and managing partner of the San Diego office of Vaco, a talent solutions firm that provides consulting, contract, and direct hire strategies around the globe.
Peter Rodes is vice president of innovation and advisory services, for RGAX, the transformation engine of Reinsurance Group of America, Incorporated (RGA). Based in Chicago, Peter is a member of RGAX’s Emerging Solutions team, with a global role in developing novel and/or disruptive approaches to engaging with life and health insurance consumers to enable them to live healthier, longer, and more financially secure lives. Peter joins RGAX with more than 25 years of experience in health care, marketing and insurance.
Keith Ash is a senior vice president for client development with Strategic Resource Management.
Paul Saganey, CFP, is the Founder and President of Integrated Partners, the fastest-growing financial advisor firm this year, according to SmartAsset. After holding a wide variety of financial services positions throughout his career, Mr. Saganey now personally coaches and trains advisors so they can successfully work with high-net-worth clients as he provides vision and direction for Integrated Partners’ future.
Greg Barber, CPA, is the former managing partner of a Top 20 and a Top 40 accounting firm and is now an advisor to accounting firms. Reach him through his website, www.gbarberc.com.
Jim Slubowski is the Chief Strategy Officer of HealthBridge.
Lynn Mucenski Keck, CPA, is a tax partner at The Bonadio Group. She can be reached at lMucenski-Keck@bonadio.com. For more information, visit www.bonadio.com.
Ashok Subramanian is founder and CEO of Centivo, a new type of health plan anchored around leading providers of value-based care.
Aoifinn Devitt plays an integral role in establishing Moneta’s long-term investment vision, philosophy and strategies. As the firm’s first female Chief Investment Officer, she aligns Moneta’s investment programs with broader firm goals while also overseeing the research, evaluation and selection of asset classes and investment vehicles.
