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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Phil Wasserman joined the Nassau County Office of Management and Budget 2019. Wasserman has worked in public finance since 2000. He has worked with New York City and its associated issuing entities. He has also been a banker with Merrill Lynch (now BofA Securities) and Siebert Cisneros Shank (now Siebert Williams Shank). He began his career as an environmental engineer. Wasserman holds degrees from Cornell University, the University of Texas at Austin, and Columbia University.
Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.
Lynn Perkins is the founder and CEO of UrbanSitter.
Geoff Bruskin leads the recruiting practice at StangerCarlson LLC. Reach him at geoff@stangercarlson.com or (914) 494-7358.
James Gilmer is a compliance specialist at Harbor Compliance, a provider of compliance solutions for companies of all types and sizes that has helped more than 25,000 organizations apply for, secure and maintain licensing across all industries. He helps nonprofit organizations leverage compliance to enhance their fundraising and program activities and educates the sector on compliance issues. He is also a co-founder of Berks Sinfonietta, Inc., a nonprofit chamber orchestra located in Reading, Pennsylvania.
Alan Tyson is the CEO of DATABASICS, a time and expense management solutions provider.
Azish Filabi is Executive Director of The American College Center for Ethics in Financial Services, as well as Associate Professor of Ethics, at The American College of Financial Services.
Bill Dudley, a Treliant regulatory advisor and board member, is past president and CEO of the Federal Reserve Bank of New York.
Ron Ross is the president and COO of payroll and payments platform Everee.
Scott Kropf is a principal in the Wealth practice at Buck, an integrated HR and benefits consulting, technology, and administration services firm.
