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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Terri is the business delivery executive and lead of the center of excellence in marketing for Nationwide’s Customer Experience Communications Program. The program was established in 2010 to strengthen the more than 120 million communications sent to customers annually. Terri and her team’s current responsibilities include: rewriting communications so they’re simpler and easier to understand, developing and maintaining voice and design guidelines and establishing and owning an end-to-end Governance process for adding and reviewing all customer communications. Terri has 16 years of consumer, insurance, financial, health care and retail marketing experience. Prior to her current role, she led marketing communications efforts for Nationwide’s health and productivity business. Prior to joining Nationwide, Terri was employed by three leading New York City marketing communications firms and was responsible for overseeing campaigns for Procter & Gamble, Bath & Body Works, David’s Bridal, Kmart, Target.com, Johnson & Johnson and Ortho-McNeil Women’s Health. Terri holds a bachelor’s degree in Business Communications from Marietta College.
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Stuart Rose is Global Insurance Marketing Director at SAS, a market-leading business analytics software vendor. He is responsible for thought leadership and marketing content for applying analytics within the insurance industry. Stuart began his career as an Actuary, and now has over 25 years experience in the insurance industry.Prior to working for SAS, Stuart worked for a leading global insurance company in both their Life and Property and Casualty divisions. As well as working for a variety of software vendors where he was responsible for marketing, product management and application development.He has been responsible for the successful development and implementation of enterprise systems working with insurance companies in United States, United Kingdom, Europe and South Africa.Stuart is a regular contributor to insurance publications and the Analytic Insurer blog. He frequently speaks at insurance conferences and is co-author of the book “Executive Guide to Solvency II”. He graduated from Sheffield University with a BSc in Mathematical Studies.
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Nia Joynson-Romanzina, born in Cardiff, Wales in 1970, holds a Bachelors degree in Political Science from the University of Cardiff and two Masters degrees: an MSc in Development Management and MA in Mass Communications from Leicester University.She has a tremendous passion for topics of inclusion. She built up this interest early in her career working for the European Union Commission and international NGOs, building initiatives to promote equal opportunities and inclusion in the labour market and other development projects.This passion continued to grow through her work with the United Nations Food and Agriculture Organisation in Rome, Italy, where she entered the emerging world of on-line communications while continuing to be active in gender mainstreaming and socio-economic development programmes.Nia joined Swiss Re in 2008 and has been the Global Head of Diversity and Inclusion since May 2010. In this role she has launched a group wide strategy and action plan to achieve a leadership climate and inclusive culture which fosters and values diversity of thought and opinion.Nia is a member of Catalyst’s European Board and represents Swiss Re in the Harvard Kennedy School’s Women Leadership Board.
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Steven Capps manages process design and operational analytics for Auto Physical Damage Personal Insurance claims at Liberty Mutual. In this role, he is responsible for the operating results of the line of business as well as analytics and strategic planning. Previously, he created and led the Research and Development department in support of all lines of business for Personal Insurance Claims. Before working in insurance, he performed financial analysis and operational redesign of acquired companies for a private equity firm. He began his career in quality assurance at an ISO9001 registered manufacturer.Steven earned an MBA from Georgetown University and a BA from the University of Evansville.
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Dax Craig is the co-founder, president, and chief executive officer of Valen Analytics, an advanced data and analytics provider for the property and casualty insurance industry. Valen leverages its large consortium data assets to help carriers price insurance policies more accurately and achieve lower loss ratios.Prior to founding Valen in 2004, Dax was founder and CEO of Xertex Technologies, a leading provider of antennas for Wi-Fi, in-building wireless, and telematics. He led the progress of the company from a concept he developed as an MBA student at the University of Colorado to its eventual acquisition by Centurion Wireless, now part of Laird plc. At the time of Xertex’s acquisition, Centurion was a global leader in the wireless antenna industry with over $150 million in annual revenue, seven factories, locations in five countries and over 1,500 employees.Dax proceeded to be vice president of global business development at Centurion, where he was directly responsible for global business development including sales, market definition, market segmentation, market research, strategic planning and market development.Believing in the importance of community involvement, Dax founded the Monticello Foundation, an organization of young professionals that raised money for Denver area children’s charities. He also founded Stay Tuned Colorado, a non-partisan organization that engaged young professionals to become more involved in the process of selecting national political leaders.He currently serves on the executive advisory board of the University of Tulsa’s College of Business and is a member of the Young Presidents Organization. Most recently, Dax was selected as a board member to the National Sports Center for the Disabled. Previously, he has served on the board of several community organizations including the Denver Opera and the Metro Denver Sports Commission.Dax graduated from the University of Tulsa with a bachelor’s degree in business administration and marketing. He earned his MBA in finance from the University of Colorado at Boulder.
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Chris McShea is a Principal within the Financial Services Office of Ernst & Young LLP (EY). He has managed a variety of client facing practices for the Firm. During his twenty-eight years of insurance industry experience, Mr. McShea has had the opportunity to work across the major functions of insurance carriers and brokers. His client service focus has been directed at supporting executive agendas targeting growth and profitability. He currently is leading the Firm’s Advanced Analytics practice for Financial Services. The practice is designed to assist clients in exploring the role of advanced analytics in advancing a company’s business model. His approach is to develop pragmatic solutions that blend cross industry best practices with the unique risks faced by the insurance industry.Since joining EY, Mr. McShea has been involved in a wide variety of strategic advisory assignments. Examples of projects he has led include:- Determining how competitive clients pricing systems are- Assessing sales practices within a marketplace- Evaluating affinity based distribution platforms- Assessing the viability of clients profit projections- Developing predictive models measuring customer behavior- Assessing line of business growth opportunities- Transaction integration assistanceMr. McShea recently led the development of EY’s concept paper on innovation entitled “Focused Innovation – Exploring the Property/Casualty Insurance Industry’s Competing Objectives”.Prior to joining EY in 2002, Mr. McShea managed the property and casualty business unit for a software development company focused on Internet applications. Prior to that, he served as National Practice Director of the property and casualty business unit for another major consulting firm. Mr. McShea has been quoted in the national press on a variety of insurance issues and is a frequent speaker at insurance conferences. He has served on various committees supporting the United Way of Chicago and participated as a mentor for the Mentium 100 Program. Mr. McShea is an Associate of the Casualty Actuarial Society and a graduate of The Johns Hopkins University.








