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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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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Michael Alexander is the president of Broadridge's wealth management and global managed service business.
November 18 -
David P. Meyer is the current president of PIABA and the managing principal of the law firm MeyerWilson.
November 9 -
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Crystal Cooper Mathis is the director of marketing and communications at
SignatureFD December 29 -
Michael Lieberman is a partner at Advisors Capital Management, a wealth management firm based out of New Jersey.
December 29
