Banco Popular de Puerto Rico

\n\n\n\nUntitled Document\n\n\n\n\n\nJulie Neitzel joined the firm in 2003 and is President of GenSpring Family Offices in Miami, FL. She has been involved with many of the firm’s growth and expansion efforts given her prior role heading the national team of business development professionals. Over the past two decades, Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. \nHer prior senior leadership roles were director with Trivest Partners, a middle-market buyout private equity firm; president of PLC Investments, Inc., where she managed and directed the activities of a privately owned investment firm; and various management roles at Chase Manhattan Bank (where she traveled extensively throughout Latin America) and Citicorp. \nJulie earned her MBA in Finance from American Graduate School of International Management and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service areas. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, and wealth challenges. \n

Elaine A. Sarsynski is currently the Executive Vice President of MassMutual’s Retirement Services Division and Chairman and CEO of MassMutual International LLC. Ms. Sarsynski joined Massachusetts Mutual Life Insurance Company in 2005 as Senior Vice President and Chief Administrative Officer, responsible for Corporate Services, Human Resource Management, Corporate Communications, Community Relations and MassMutual’s Strategy Implementation. \nShe was appointed Chairman, President and Chief Executive Officer of MassMutual International LLC in July 2006, responsible for MassMutual’s international insurance operations, which currently includes subsidiaries in Hong Kong, Japan, and Luxembourg, and joint venture relationships with companies in Chile and the People’s Republic of China. Ms. Sarsynski assumed additional responsibility for the company’s retirement services business in January 2008. Under her leadership, in 2010, MassMutual’s retirement business achieved its third consecutive year of 20%+ sales growth and the division’s highest annual retirement plan sales in its 60+-year history. At year-end 2010, MassMutual’s retirement services business also achieved a new milestone of $50 billion in assets under management.\n  \n Ms. Sarsynski has cascaded her strategic focus to be the retirement services provider of choice across the entire division. Her commitment to service excellence helped MassMutual’s retirement services business achieve record levels of customer satisfaction and retention as well, and led to numerous industry awards including the highest number of awards among all providers from the Profit Sharing\/401k Council of America for excellence in retirement plan communication and education. \n Ms. Sarsynski was previously a Managing Director at Babson Capital Management LLC – a MassMutual subsidiary – where she was responsible for the Portfolio Consulting Group. Prior to joining Babson Capital, \n Ms. Sarsynski served two elected terms as First Selectwoman for the town of Suffield, Conn. She was responsible for management of all aspects of the town’s government and municipal activities. She also served as economic development director for the town of Suffield, where she was responsible for business development.  \nIn 1998, Ms. Sarsynski founded Sun Consulting Group, LLC, offering consulting services to the real estate industry. Sun Consulting was responsible for helping Connecticut Innovations Inc. to develop and implement Connecticut’s multi-million-dollar biotechnology lending and construction development program. Ms. Sarsynski previously spent 17 years at Aetna where she held multiple senior management positions overseeing segments of the company’s Investments Division and leading the Corporate Finance Department. In this role, she was responsible for general corporate finance activities including rating agency management, banking relationships, capital allocation and currency hedging. She also served as Corporate Vice President of Real Estate Investments, responsible for the direction and oversight of Aetna’s $15 billion mortgage loan and owned real estate portfolios throughout the Unites States. Prior to joining Aetna, Ms. Sarsynski was an analyst at Morgan Stanley Realty\n in New York.\nCurrently, Ms. Sarsynski is a director of the following MassMutual subsidiaries:  HYP Management LLC, MassMutual Assignment Company, MassMutual Europe, S.A., MassMutual International LLC, MMHC Investment LLC, MML Investors Services, LLC, MassMutual Asia Limited, and MassMutual Life Insurance Company (Japan). She is the CEO for MML Distributors, LLC. She is also a director of the Employee Benefit Research Institute.\nMs. Sarsynski holds a B.A. in economics from Smith College and an M.B.A. from Columbia University. She has taught real estate finance in Columbia University’s M.B.A. program and is a Founding Lecturer for The Retirement Advisor University offered by the UCLA Anderson School of Management Executive Education. Ms. Sarsynski is a registered principal of MML Investors Services, LLC and a registered principal of MML Distributors, LLC. \n

As a consultant, Mr. McConnell works with most segments of the marketing communications industry. He serves on boards for stage 1 and 2 technology startups, works as EVP for the Advertising Research Foundation, is retained by high tech media companies to drive product innovation, and helps large Enterprises develop their digital marketing strategies.\nHis passion for the web arises from the basic idea that if companies use the tools of digital marketing in ways that truly serve consumers, that all players in the industry will thrive. \nMr. McConnell retired from P&G after 32 years. He spent 15 years presiding over digital marketing innovation, partnering with brands and corporate groups to understand how these new methods could work with packaged goods brands. His Innovation related work at P&G included building the first private ad network, and introducing Search, Social Media, and even websites into the Company’s toolkit for Marketing.

Ivka Kalus-Bystricky is Vice President and Portfolio Manager of the Pax World International Fund and Pax World Global Women’s Equality Fund. Ms. Kalus-Bystricky has been responsible for management of the Pax World International Fund since its inception in 2008. She took over management of the Global Women’s Equality Fund on January 1, 2012. Before joining Pax World, Ms. Kalus-Bystricky was a senior portfolio manager at State Street Global Advisors and Barings, where she managed international portfolios. She had previously worked as an equity analyst at Putnam and Independence Investment, where she covered various international market sectors. Earlier in her career, Ms. Kalus-Bystricky returned to her native Czechoslovakia to work on the privatization of various state industries following the collapse of the iron curtain. She also spent several years as a management consultant to companies in Latin America, Europe, Canada and the United States. Ms. Kalus-Bystricky holds a Bachelor of Arts in biology from Harvard University, a Master’s Degree from the Fletcher School of Law and Diplomacy, and a Master of Business Administration from INSEAD in France. She speaks five languages.

Eleanor Blayney, CFP® is the Consumer Advocate for the Certified Financial Planner Board of Standards, reaching out to consumers to help them understand how financial planning and CFP® professionals can improve their lives.\nThe author of Women’s Worth, a book about how women can make the most of their financial lives, Eleanor worked with individual clients for more than twenty years to help them articulate and plan for their financial goals. As the only woman partner in a four-partner firm, Eleanor drew upon her female intuition, communication strengths, and facility for sustaining relationships to help build a wealth management firm that has served hundreds of clients in the Washington, D.C. metro area and around the country.\nPassionate about finding ways to foster gender parity in the financial planning profession, Eleanor helped to spearhead CFP Board’s Women’s Initiative (WIN) to address the industry’s “feminine famine.” On behalf of the WIN Advisory Panel – comprising leaders in the area of women in financial services – Eleanor authored Making More Room for Women in the Financial Planning Profession, a 2014 white paper which presents the findings of a comprehensive research study on why there aren’t more women CFP® professionals and offers the WIN Advisory Panel’s recommendations to help attract more women to the profession.\nEleanor holds a number of degrees and designations. She earned an MA in English Literature from the University of Cambridge UK and an MBA from the University of Chicago. She is a CERTIFIED FINANCIAL PLANNER™ professional.\nWell-known as a conference speaker and frequently quoted in the news media, Eleanor has played a pioneering role in building and shaping the financial planning profession. She has taught for the College of Financial Planning, and has helped to develop practice standards and ethical requirements for CFP® professionals in the U.S.\nVisit Eleanor on CFP Board’s website at http:\/\/www.cfp.net\/learn\/advocate.asp or follow her on Twitter at @EleanorBlayney.

Lee Barney has been the editor of Money Management Executive since 2002 and has been writing about Wall Street since 1993. Previously, at United Media’s Wall Street & Technology magazine and Risk\/Waters Information Services, she covered financial IT. For TheStreet.com, she wrote the daily “Meet the Street” column covering a broad spectrum of market-moving events.\nLee began her career as a reporter in Tokyo with The Japan Times and was executive editor of Spotlight magazine.

Bill Wreaks is Chief Executive Officer of The Gramercy Institute. Based in New York City, The Gramercy Institute is an industry think- tank focused on the intellectual needs of senior marketers from major financial firms. With over 2500 members worldwide, The Gramercy Institute is arguably the largest global network of senior financial marketers in the world.\nThe Gramercy Institute produces approximately 25 thought leadership forums and conferences in the financial services marketing space each year in Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco & Toronto.\nIn addition, The Gramercy Institute has produced Gramercy Financial Marketing Strategy Awards for the past twelve years. Today, this prestigious trophy is awarded to financial marketing teams in four cities around the world (London, Hong Kong, New York & San Francisco). In addition, the Gramercy Institute produces “Twenty Rising Stars in Financial Marketing” at Le Cirque in NYC each year.\nThe Gramercy Institute works with the world’s leading financial marketers, agencies and media companies providing consulting, research and analysis. Gramercy Institute has commissioned many major industry studies.\nWreaks earned an MBA in International Business from the Katz Graduate School of Business at the University of Pittsburgh. The program was conducted with classwork in the US, Prague, Paris and Milan. He earned his undergraduate degree from the School of Commerce, Economics & Politics at Washington & Lee University.\nMr. Wreaks is the Vice-Chairman of The Board of Trustees of The Swain School in Pennsylvania.

Kevin Levitt is a Senior Vice President at comScore, Inc. and leads the company’s financial services practice. His team is responsible for consulting to Global Fortune 500 firms within the Financial Services industry. The team specializes in analyzing business intelligence and consumer research to drive more effective digital strategies related to clients’ online and moble acquisition, retention and servicing goals. Clients include leading retail banks, credit card issuers, brokerages, and insurance carriers. Additionally, the team manages comScore’s relationships with over 60 of the top equity research and investment banking firms on Wall Street.\nPrior to joining comScore, Kevin held various sales and marketing roles at two Internet ventures. Prior to these positions, Kevin worked for Octagon, part of The Interpublic Group of Companies, as a sports marketing consultant developing and implementing marketing programs for IBM and AT&T in support of their sponsorships of the 2000 Olympic Games in Sydney, Australia.\nKevin holds a B.A. from American University in Washington, DC and an M.B.A. from the R.H. Smith School of Business at the University of Maryland.

Susan Campbell, CFP®, CDFA™, Principal of Buena Vista Financial Resources, is a Certified Divorce Financial Analyst and has been a Certified Financial Planner for over 20 years. Susan received her Master’s degree from San Diego State and has been trained in both mediation and collaborative divorce. Buena Vista Financial Resources provides fee-only financial planning services, specializing in the financial aspects of divorce. Providing clients with the knowledge and support they need to make informed decisions during one of the most stressful times in their lives, she helps clients understand the short and long-term impact of different settlement proposals to determine an equitable settlement that will best meet the needs of the family. She practices throughout the Bay Area and has offices in San Francisco and Santa Rosa. Susan is a Board Member of Collaborative Practice California, Collaborative Practice San Francisco, Collaborative Council of the Redwood Empire, and is an Affiliated Representative on the Board of the Sonoma County Bar Association. She is also a member of Collaborative Practice East Bay, Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, and International Academy of Collaborative Professionals. She is featured in the video, Collaborative Divorce: A Safe Place on the IACP website and is also a trainer with the Collaborative Practice Trainers. Ms. Campbell has been a guest on KRON-TV and has given presentations to the California Society of CPAs and Collaborative Practice conferences at the State and National levels.