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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Jamie has led the development of Celent’s innovation framework and has been a major contributor to shaping Celent’s global insurance agenda. His research focuses on IT strategy and the technology challenges facing the European life and pensions market, contributing to the debate around innovation, digital transformation, BPO strategies, the impact of regulation, and, more recently, the emerging fintech arena.
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Jackie Morales is the Sr. Vice President of Life Operations for AXA Equitable Life Insurance Company, with locations in Charlotte, NC, Syracuse, NY, and Farmington, CT. She also served as Sr. Vice President of Retirement Service Solutions for AXA for October 2007 - August 2012. Prior to joining AXA Equitable in 2007, Jackie was the Vice President of Annuity Operation as well as the Vice President of HR Administration for Lincoln Financial Group. She has managed various life and annuity administrative areas as well as numerous strategic corporate projects. Jackie’s areas of expertise include all areas of variable annuity contract and life policy administration, policy creation and implementation, call center, customer relationship management, human resource management, team building, and project management. She has a long-standing commitment to the financial services and insurance industry having worked in banking, life and health insurance, as both a sales agent and as an administrative leader in her 20+-year career. Jackie is a two-time graduate of Southern Methodist University, with a B.A. in Humanities and an MBA specializing in Finance. She is a Series 6 & 26 NASD Registered Principal, and holds the LOMA Associate of Customer Service (ACS) professional designation. She resides in Miami Florida and Charlotte, NC.
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Patrick Albert has more than 12 years of experience in business process automation for financial services, working for companies like Metastorm, which was acquired by OpenText, and is now with eSignLive™ as a business architect. In this position, Patrick plays a strategic role, helping customers identify and prioritize target applications, document technical requirements and map out a strategic enterprise e-signature plan. Through his involvement in dozens of engagements, Patrick has gained a wealth e-signature best practices and lessons learned.
