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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Tim Killgoar is senior vice president and head of Raymond James’ Financial Institutions Division.
August 25 -
Jack Brod, CFP is 2020 chair of the Board of Directors of the Certified Financial Planner Board of Standards.
August 27 -
Lawrence Calcano is Chairman and CEO of iCapital Network. He began working with iCapital shortly after its 2013 founding to lead key strategic and business development initiatives. Lawrence was a partner at Goldman, Sachs & Co., where he spent 17 years, most recently serving as the co-head of the Global Technology Banking Group of the Investment Banking Division.
September 25 -
David Schimel is a senior research scientist at the NASA Jet Propulsion Labratory, and is the chairman of Entelligent.
September 28 -
Palash S. Islam, CFP, is the founder of Synergy Financial Group. As an entrepreneur, he has owned and invested in innovative businesses outside of financial services.
October 28 -
Will Bailey, Chief Strategy Officer at InvestCloud, has worked for the fintech firm since the company's founding. Prior to his appointment as CSO he moved to London to head investCloud’s European expansion. He also previously led the platform technology and product management groups.
October 28 -
Scott Stolz, CFP, RICP, is the former president of Raymond James Insurance Group, where he leveraged his 35-plus years in the insurance and annuity business to manage the due diligence, product positioning, sales, and operational functions for annuities and life insurance distributed through Raymond James’ 8,200 financial advisors. He is also the author of "Solving the Annuity Mystery: Practical Advice for Every Advisor."
October 15 -
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