Banco Popular de Puerto Rico
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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September 12 -
Whitfield Athey is CEO of Delta Data, a solutions provider to mutual fund back-office operations.
October 8 -
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Daniel Wiener is chairman of Adviser Investments in Newton, Massachusetts. Follow him on Twitter at @DPWienerAdviser.
October 2 -
Luke Dean is the CFP program director for the personal financial planning degree program at Utah Valley University. It is the largest undergrad financial planning degree program in the U.S. Prior to coming to UVU, Luke started the financial planning degree program at William Paterson University in New Jersey. At UVU, Luke helped the degree program grow almost 300% in student numbers in 5 years and worked with student teams to win national competitions. The program has an over 90% job placement rate.
October 3 -
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David Geibel is senior vice president and managing director of relationship development at Girard Advisory Services, a wealth advisory firm headquartered in King of Prussia, Pennsylvania.
September 27 -
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Financial Planning, Retirement Income
Schwab Center for Financial ResearchAugust 28 - August 28
