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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Nathan R. Andrews, CPA, is managing partner of tax management consulting at Deloitte Tax LLP, in Raleigh, N.C. He advises corporate tax departments in the areas of operating model design, data management and analytics and tax process and technology integration. He has been with Deloitte for 24 years, and also serves as the global and U.S. service line leader of Deloitte’s tax management consulting practice, and on Deloitte’s U.S. Tax Executive and Global Service Council. He holds a Masters of Accounting and a BSBA from the University of North Carolina at Chapel Hill.
Mark Schoenbeck is a CFP and senior vice president of business consulting at Kestra Financial in Austin, Texas.
Matsko, CFP, CRPC, is a co-founder and financial planner affiliated with Retirement Security Centers. He specializes in and is passionate about meeting the financial planning needs of those approaching or having already entered retirement. Matsko is a 26-year MDRT member with 24 Court of the Table and 23 Top of the Table honors.
Michael Mathieson, CPA, serves as senior advisor to Valuation Research Corporation. In this role, he advises VRC and client personnel on valuation accounting and business implications, as well as participating in business development opportunities. In 2015, he retired as the senior director of accounting compliance and reporting from Mondelēz International.
Swayze is a Dow Jones News Fund business reporting intern at Sourcemedia.
Mia Papanicolaou is COO of Striata.
