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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Douglas MacLean is a financial advisor with Barnum Financial Group in Shelton, Connecticut.
January 10 -
Douglas Lynam is a partner at LongView Asset Management in Santa Fe, New Mexico and the author of "From Monk to Money Manager: A Former Monk's Financial Guide to Becoming a Little Bit Wealthy — and Why That's Okay"
January 10 -
Sonya Dreizler is a speaker, author, consultant and subject matter expert on Impact Investing, ESG, and SRI, and author of the widely acclaimed
Do Better series . She is the founder of Solutions With Sonya and a former financial services CEO with more than 15 years of industry experience. Her clients include RIAs, BDs, custodians, mutual fund families and fintech firms. Follow her on Twitter at @SonyaDreizler.January 27 -
Gavin John is founder and CEO of StoneShot, an email marketing and event management platform and provider.
January 28 -
Tim Kresl is principal at Broadridge's data and analytics group, Distribution Insight.
November 1 -
William Mullin is president of Hoover Financial Advisors in Malvern, Pennsylvania.
November 22 -
Celiza (Lisa) Bragança, a former SEC branch chief, is a co-author of the study, a Board member of the PIABA Foundation, and a Chicago area attorney at Bragança Law.
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