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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Andy Watts is the vice president of Investment Solutions for Avantax Wealth Management. He and his team focus on curating solutions that Avantax Financial professionals can use to help clients pursue their goals.
Delice Tom, Chairwoman of the Cedar Band of Paiute Indians
Ben Zatlin serves as Vice President and General Manager of Agero's Accident Management business, a role he began in September 2021. Prior to leading the Accident Management line of business, Ben spent the previous two and a half years leading Agero's digital transformation to Swoop, its next-generation dispatching platform. He is passionate about leveraging technology to drive claims innovation and deliver consistent, high-quality service. Prior to Agero, Ben was a management consultant at professional services firm Deloitte and an operations engineer at life sciences company Abbott Laboratories. He holds a BA in Biomedical Engineering from the University of Southern California and an MBA from Harvard Business School.
Eric Sontag is president and chief operating officer at Wealthspire. He manages the firm's general business practices and processes and of the firm's Executive and Investment committees and is a member. He also leads technology, operations and investments functions while helping to shape the overall strategic direction of the firm.
Joe Maier is senior vice president and director of wealth strategy at Johnson Financial Group.
Ellen Graper, CPA, is a partner at StoneTurn. She has almost 20 years of experience assisting accounting firms navigate regulatory and industry requirements. Her expertise draws from her tenure as both an accounting regulator and a financial statement auditor.
Linda McCormack is the VP of client engagement at Clarity Benefit Solutions.
As Vice President, Decision Science and AI at RGA, Petr Vaclav leads data analytics, machine learning (ML), and artificial intelligence (AI) initiatives for business units, clients, ventures, and acquisitions across RGA's Europe, Middle East, and Africa region.
An expert in data science, he specializes in digital distribution, bancassurance, predictive underwriting, and other topics and serves as a bridge between the reinsurer's Global Data and Analytics team, its internal and external clients, and partners.
Beth Bafford is vice president, syndications and strategy, at Calvert Impact Capital.
Jose Morin is vice president of servicing at Brace
