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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    Amy Domini is Founder and CEO of Domini Social Investments. She is widely recognized as the leading voice for socially responsible investing. In 2005, Time magazine named her to the Time 100 list of the world’s most influential people, and in 2009 Time listed her as one of 25 “Responsibility Pioneers” who are changing the world.In 2006, she was awarded an honorary Doctor of Business Administration degree from Northeastern University College of Law. Yale University’s Berkeley Divinity School presented Ms. Domini with an honorary doctorate in 2007. In 2008, Ms. Domini was named to Directorship magazine’s Directorship 100, the magazine’s listing of the most influential people on corporate governance and in the boardroom.Ms. Domini is the author of Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade, 2001) and The Challenges of Wealth (Dow Jones Irwin, 1988), and a coauthor of Investing for Good (Harper Collins, 1993),The Social Investment Almanac (Henry Holt, 1992), and Ethical Investing (Addison-Wesley, 1984). She is a frequent guest commentator on CNBC’s Talking Stocks and various other radio and television shows. Her most recent book has been translated into Japanese, Korean, and Chinese, a tribute to her pioneering work to bring finance into the business of building a better world for our children.Ms. Domini is a past board member of the Church Pension Fund of the Episcopal Church in America; the National Association of Community Development Loan Funds, an organization whose members work to create funds for grassroots economic development loans; and the Interfaith Center on Corporate Responsibility, the major sponsor of shareholder actions. She is a member of the Boston Security Analysts Society.Ms. Domini holds a B.A. in international and comparative studies from Boston University, and holds the Chartered Financial Analyst designation

    April 29
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    Diana Monteith is a vice president of Loomis, Sayles & Company and a senior research analyst covering the healthcare and biotechnology sectors for the Loomis Sayles fixed income group. Additionally, Diana is responsible for distressed debt and convertible bonds across industries. She is a member of both the high yield and convertible sector teams and the full discretion and relative return product teams. \nPrior to Loomis Sayles, Diana led credit research in Latin America and financial institutions research at JP Morgan, in addition to being an analyst in JP Morgan’s venture capital group. She was also a director in the corporate and financial institution groups at Standard & Poor’s and was responsible for mergers and acquisitions at Continental Insurance Company. Diana earned a BA from the University of West Florida and an MBA from New York University.

    May 2
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    April 27
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    Dr. Katy Votava created the consulting firm of GOODCARE.com®. \nShe works with financial advisors and their clients all over the United States to help them save money on healthcare now and in retirement. Dr. Katy’s in-depth experience as a nurse practitioner, healthcare administrator, educator and researcher gives her a broad view of healthcare in retirement and what the real impact is on consumers. She is an expert personal healthcare costs, Medicare and long-term care. She has been featured on the Nightly Business Report, Health.com and speaks frequently on personal healthcare finance. \nDr. Katy Votava is a registered nurse with a PhD in health economics and nursing from the University of Rochester where she also completed a pre-doctoral fellowship in community and preventive medicine. Dr. Katy also did a post-doctoral fellowship at Harvard Medical School. \n

    June 30
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    Sally L. Venverloh is President of NGE Philanthropic Advisors, a division of Chicago-based law firm Neal, Gerber & Eisenberg LLP. Sally is of counsel to Neal Gerber Eisenberg and a member of the firm’s Private Wealth Services and Associations & Not-for-Profit Organizations Practice Groups. Sally was admitted to the Illinois bar in 1996 and spent ten years as a practicing attorney in the areas of income tax and estate planning law, with a particular emphasis on the law of tax-exempt organizations. As President of NGE Philanthropic Advisors, Sally provides guidance to clients regarding all phases of the charitable giving process including an in-depth discussion of their philanthropic goals, advice about which charitable giving vehicle is best suited to their needs and objectives, formation of tax-exempt nonprofit corporations or trusts, grant-making, gift agreements, tax and nonprofit law compliance, inter-generational family philanthropy and dissolution or merger of tax-exempt organizations. Sally’s ultimate goal is to make philanthropy more effective, both for the donor and the charitable organization. Before joining NGE Philanthropic Advisors, Sally served as the director of gift planning of The Chicago Community Trust and acting assistant general counsel of The Art Institute of Chicago. Sally often speaks on issues relating to philanthropy, having made presentations to organizations including the Illinois Institute of Continuing Legal Education, Chicago Bar Association, Lake County Estate Planning Council, Chicago Foundation for Women, Brown Brothers Harriman’s Women’s Financial Forum and the Fidelity Charitable Gift Fund. Sally received her J.D., cum laude, from St. Louis University School of Law in 1995 and her LL.M. in Taxation from New York University School of Law in 1996.

    July 1
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    Over the course of their careers women lose tens of thousands of dollars and untold opportunities because they avoid and fear negotiations. Co-author of Her Place at the Table and co-founder of Negotiating Women, Inc., Carol Frohlinger is an internationally known leading authority on the ways women can negotiate with authenticity to achieve their maximum personal and professional potential. Her depth of expertise and unique perspectives have empowered thousands of women to negotiate more confidently, competitively, and competently in all aspects of their lives. \n\nWith humor and practical advice she demystifies the negotiation process, providing women with the tools needed to advocate themselves and get results – not only for them, but for their organizations as well. High energy, a wealth of experience, and the ability to connect with audiences of all ages and stages of their careers result in audience comments such as “engaging”, “thought-provoking”, and “dynamic.” Even the most reluctant negotiators in her audiences agree that her presentations provide critical skills that enable them to “negotiate with the best of them!”.\n\nMicrosoft, JPMorgan Chase, the Healthcare Business Women’s Association, Pricewaterhouse Coopers, The Principal Financial Group, the New York State Bar Association, and the National Association of Women Lawyers are just a few of the organizations and professional associations to whom Carol has spoken, often calling upon her time and again to share her wisdom with employees, clients and members.\n\nHer advice has been featured by CBS MoneyWatch, NPR, Martha Stewart Living Radio, Newsday, Cosmopolitan Magazine, Women’s Health and The New York Times among other mainstream media. Frequently called upon to provide expert input by publications serving the legal and accounting professions, Carol also contributes articles to professional and association journals such as WomenLegal Magazine, Managing Partner and ALM Law Journal’s Marketing the Law Firm. \n\nAn affiliated faculty member of the Simmons School of Management, Carol is a former sales executive, commercial banker and practicing attorney. She holds a J.D. from Fordham University School of Law and is admitted to practice before New York and federal courts. \n\nCarol was selected by then Senator Hillary Clinton to lecture on the issue of pay equity for women and to serve on a panel with the Senator to address the causes and implications of the gender gap in pay. She has been honored by The International Alliance for Women with its “World of Difference Award” and was named to Top 50 Most Influential Women List by the Irish Voice. \nLiving by the maxim, “To those whom much is given, much is expected,” Carol serves as co-chair of the Best Practices Sub-Committee of the New York State Bar Association’s Committee on Women in the Law; and volunteers with The InterOrganizational Network (ION), an organization that focuses on increasing the number of women on the boards of America's publicly held companies. \n\nCarol lives in New York City with her husband and is the proud parent of a daughter and son. She regularly blogs at http.thethinpinkline.com\/blog. Her new book will be published by Crown Publishing in 2011.\n

    April 29
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    Amy Webber is president and chief operating officer of Cambridge Investment Research, Inc. With 23 years industry experience, Webber’s comprehensive executive management expertise includes leadership in compliance, finance, human resources, marketing, operations, service, and technology. During her tenure at Cambridge, the firm has achieved explosive growth while continuing to earn high scores for overall Rep\/Advisor satisfaction in comparison to other Broker\/Dealers.Webber’s commitment to independent Rep\/Advisors is demonstrated in her passion for delivering high level, personal service as well as leading edge management solutions. Webber’s executive accomplishments include significant initiatives – such as the implementation of a complete virtual office technology platform, the introduction of BEST Service Standards and a white-glove Partner Support Center, the formation of the Cambridge New Century Council and ongoing commitment to helping advisors successfully navigate the ever changing regulatory landscape.Webber is registered with FINRA as an Investment Banking Representative, Investment Company and Variable Contract Representative, Corporate Securities Representative and General Securities Principal. In March of 2008, Webber completed the Securities Industry Institute’s Executive Program at the Wharton School of Business. Amy has been recognized as one of the “Top 50 Women in Wealth Management” (Wealth Manager, April 2009 and May 2010) and participates in numerous industry panels and roundtables, including the CEO Leadership Panel at the Financial Services Institute’s 2009 Broker\/Dealer Conference.

    April 29
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    Joan Cleveland is Senior Vice President, Business Development, Individual Life Insurance at Prudential. She is responsible for identifying and implementing opportunities within new markets to expand life insurance distribution and product offerings. For example, she recently led the development of an Internet-based acquisition and service process for simplified issue term and single premium universal life insurance products. She also leads a unit that optimizes direct sales opportunities and campaigns, along with a division that builds and manages strategic affinity programs for Prudential’s individual life insurance policyholders. Joan also leads all proactive and reactive customer retention activities.Joan Cleveland has a robust 30+ year history within the financial services industry. Prior to joining Prudential Financial, she was Senior Vice President, National Sales Leader at Genworth Financial (previously GE Financial). She began her career with an M Financial member firm and took that valuable field experience into the home office environment. After successfully managing producer group distribution at Security Life of Denver, she moved to New York as Managing Director, Marketing for Van Eck Global, a boutique mutual fund company. Cleveland then transitioned to AXA Financial to develop their high-end, internal producer group and managed their agent-owned reinsurance company. As GE Financial began building its reputation as one of the powerhouses in the industry, she was tapped to bring her leadership skills to the distribution of life, annuity and long term care insurance products to the brokerage and producer group markets. Throughout her career, Cleveland has provided her expertise and creativity to distribution, marketing and product development for the benefit of the consumer, the producer and the company. She leverages her experience in the field to bridge the home office with their customers through product development advocacy, advanced marketing, new business and policyholder services.Cleveland is active in multiple industry committees within AALU and LIMRA, and holds numerous securities licenses. She holds a B.S. in Business Administration as well as the Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefits Consultant and Certified Long-term Care Professional designations. She is a Board Member of Prudential's Political Action Committee and has most recently been elected to the Board of Directors of the American Bankers Insurance Association (ABIA).

    June 30
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    Mary is leading JHS Capital Advisors’ Wealth Management Group. A subsidiary of JHS Capital Holdings, Inc., the firm’s mission is to deliver a comprehensive client offering, while providing a compelling transition opportunity for professional financial advisors at wire houses, banks and independent practices. Prior to joining JHS, Mary was a former First Vice President and Regional Managing Director of Merrill Lynch. With more than 25 years of industry experience, Mary oversees all operations of the wealth management business including client service and recruiting.Education:Presidential Honors Graduate, University of South Carolina, 1975; Bachelors Degree in Business Administration; Member of Delta Delta Delta; Member of Women’s Tennis Team. Executive Management Courses at Harvard and Wharton School of BusinessPhilanthropic:1998 – Established the Mary M. Kennemur Scholarship, available through the Darla Moore School of Business for South Carolina students who require financial assistance20-Plus Years in the Financial IndustryCommercial Loan Officer - South Carolina NationalPetro Lewis Corporation - Billings, MontanaMerrill Lynch1982 - Financial Advisor - Denver, Colorado1988 - Sales Manager - Tampa, Florida1991 - Resident Vice President (RVP) - Fort Wayne, Indiana1996 - RVP - Rochester\/Central New York Complex1998 - Senior Vice President - South Carolina Complex2000 – First Vice President, RMD, Southeast Region ( responsible for seven states including South Carolina, North Carolina, Tennessee, Georgia, Alabama, Mississippi, and Florida; 1,300 Financial Advisors; $850 million in revenue; $128 billion in assets and liabilities under management; and an average FA productivity of $670,000Affiliations:South Carolina Retirement Systems Investment Panel Member – first woman to be named to the Investment PanelUSC Women’s Athletic Mentor ProgramUnited Way Board of Directors (upcoming 2010 Chairman of the Board) and Executive CommitteePalmetto Health Advisory Treasury Services CommitteeCoastal Conservation League Board and Investment CommitteeFirst National Bank Board

    July 1
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