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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Dr. Darlys S. Harmon-Vaught, CDFA, CDFP, CFFA, CFE, CTS, a divorce financial analyst, is President of Financial Solutions for Divorce, a company based in Louisville, Kentucky that specializes in high net worth divorce cases. Darlys has provided fee-only divorce financial analysis in Kentucky and Indiana since 2007. She focuses her practice on guiding divorcing individuals and couples through the complex financial issues of the divorce process, in mediated, litigated or collaborative divorce. \nComplementing her dual certifications as a Certified Divorce Financial Analyst (CDFA) and Certified Financial Divorce Practitioner® (CFDP), Darlys possesses over 25 years of experience in the financial industry, having before served as Senior Vice President of Morgan-Stanley Smith-Barney and Hilliard Lyons Brokerage Firms. \nIn addition to her background in finance, Darlys holds a doctorate in education, a degree that now serves her as she provides Continuing Legal Education credits to attorneys through the Louisville Bar Association. She also holds titles as a Certified Fraud Examiner (CFE), Certified Forensic Fraud Analyst (CFFA), and as a Certified Tax Specialist (CTS). She is one of the only practicing professionals in the country to hold her specific set of credentials. Her CFE and CFFA designations make Darlys uniquely qualified to investigate unreported income and other forms of financial fraud that occurs in divorces involving very high net worth. As a tax specialist, Darlys is an expert in the taxable consequences of divorce settlement options, allowing her to better inform her clients as to the tax issues of their divorces. \nAs a expert on divorce finance, Darlys has written numerous articles for publications such as the Louisville Courier-Journal, Bar Briefs (a publication of the Louisville Bar Association), and The Bulletin (a publication of the Womans Club of Louisville). She has also been published on several national websites, such as HorsesMouth.com, a site for financial professionals, and the international ADFP webpage. She writes on a broad range of topics in divorce, including uncovering financial fraud during divorce and understanding the tax implications of divorce, intended for other divorce professionals, and the challenges of divorcing after 50 and budgeting during a divorce, aimed for individuals contemplating or beginning the divorce process. \nIn April, Darlys served on a panel discussion entitled Remember the Alimony at a national conference of the Womans Advisor Forum in New York. She also regularly conducts lectures and seminars through the Louisville Bar Association and Womans Club of Louisville. Darlys is dedicated to providing thorough and comprehensive financial analysis for her clients in order to reduce their stress during the divorce process and empower them with information. \n
May 2 -
Tim Voorhees, JD, MBA, is a tax lawyer and investment adviser based in Irvine, California. He is the president of the Registered Investment Advisory firm at Voorhees Family Office Services.com and the managing partner of the seven-attorney tax law firm at CopenbargerVoorhees.com. Tims software company, Family Office Technologies, maintains a broad array of Web-based software modules used by financial and legal professionals nationwide for developing tax planning illustrations and implementing advanced portfolio and estate design strategies. Tim has led teams that have developed hundreds of Family Wealth Blueprints® for high-net-worth clients. Tim teaches a two-day Zero-Tax Institute for advisers interested in learning how to integrate the most effective zero-tax planning tools into financial and estate plans. He regularly speaks at national conferences and contributes to a variety of industry publications. Advisers seeking more information about zero-tax planning and related topics should feel free to email Tim at tim@vfos.com.
July 1 - July 1
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Marilyn Mohrman-Gillis has been Managing Director of Public Policy &Communications since July 2008.\nShe develops and oversees CFP Boards advocacy initiatives to ensure the visibility and credibility of the CFP® certification with legislators, regulators and other policy makers. During her 30-year career in the nations capital, Ms. Mohrman-Gillis has built a broad portfolio of advocacy on behalf of the American public for and with regulators and legislators. As Director of Policy and Federal Relations with the National League of Cities (NLC), Ms. Mohrman-Gillis directed policy development, federal advocacy, and grassroots mobilization for the nations leading association representing municipalities across the country. She also directed the NLCs advocacy before Congress and federal agencies on a number of issues, including extensive work with tax and finance policies.\nAs Vice President for Policy and Legal Affairs and General Counsel for the Association of Public Television Stations, Ms. Mohrman-Gillis had extensive legal and regulatory policy responsibilities, supplemented with a key role in strategic planning for the association, its board and member public television stations. As a supervising attorney in the Federal Communications Commissions Mass Media Bureau, she managed staff attorneys who were responsible for the development of broadcast and cable rules. She began her career as a litigator in the Washington, DC, office of the law firm Steptoe & Johnson. She has a BA in Psychology from St. Marys College, Notre Dame, an MSW from Catholic University and a JD from the Columbus School of Law, Catholic University. She previously served on the Board of Governors for the District of Columbia Bar and was Chair of the Board for the Legal Counsel for the Elderly.
July 1 - April 27
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Stephen Prosser is currently the Director of Business Development for My FA Network, Inc. d\/b\/a linkedFA, the leading social network for financial advisors and investors to communicate, connect, and share information. Currently, Mr. Prosser is focused on the development and growth of LinkedFA to provide a compliant social networking solution for the financial industry. With LFA, Mr. Prosser has developed the overall business plan, strategy, and financial forecasts, while fostering and developing business relationships for strategic alliances, Advisory Panel members, mergers and acquisitions, and capital raising efforts.Having received a Bachelors degree in International Business and Strategy and a Masters degree in Management and Entrepreneurship, he has since worked on developing the overall corporate strategy, structure, and direction of companies in industries such as social networking, finance, green technology, third-party logistics and education.
July 1 - April 29
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Katherine Fernandez Rundle was appointed State Attorney for Miami-Dade County in 1993. She has subsequently been re-elected five times to serve as State Attorney. She has a long history of involvement in her community and her state that dates back to her days at Miami Palmetto High School and her undergraduate career at the University of Miami. She went on to obtain her law degree from the prestigious Cambridge University in England. State Attorney Fernandez Rundle prides herself in being a career crime fighter. She has dedicated herself to every cause imaginable in her relentless commitment to keep our streets safe. She is recognized as a pioneer in the creation of numerous programs dealing with issues that affect our community daily such as teen truancy, domestic violence, child support, and victims rights. She also prides herself with her office attaining the highest percentage of convictions in cases involving public corruption in the State of Florida.As the legal arm of the 37 different police departments in our county, the offices mission is to see that the guilty are convicted while the rights of the innocent are protected. The State Attorneys Office prides itself in being the voice for every victim that is wronged by crime. The office is the fourth largest district attorneys office in the nation with over 1,300 employees, 300 of them prosecutors also known as Assistant State Attorneys. In addition to seeing that justice is carried out, her office is the only prosecutors office in the state that protects the rights of children with the creation and enforcement of a strict child support program that annually processes over 90,000 cases. Other innovative programs to help prevent crime and provide rehabilitative opportunities such as Drug Court, the Juvenile Gun Offenders Program, and the Second Chance Sealing and Expungement programs have all been established under the direction of State Attorney Katherine Fernandez Rundle.The State Attorneys philosophical convictions include sharing her time, influence, and resources with her community that she is passionate about. She is a founding member and Vice-President of Women of Tomorrow, a mentoring program that looks to inspire and motivate young at-risk high school women. Ms. Fernandez Rundle is also very active in important organizations such as the Childrens Services Council, 5000 Role Models of Excellence, Amigos for Kids, Mothers Against Drunk Driving (MADD), Habitat for Humanity, and numerous others.
June 30 -
Vickie Edwards is a Genworth Financial Wealth Management Vice-\nPresident, Eastern Regional Director of Sales and Consulting. She\noversees fifteen Regional Consultants from Florida to Maine.Vickie has over two decades of experience in the financial services\nindustry, eighteen of those years spent on the advisory side of the\nbusiness. She spent nine years working with elite advisors in New\nEngland as an AssetMark\/GFWM Regional Consultant before being\npromoted to her current position in the wake of Genworths acquisition\nof AssetMark in 2006. In addition to Assetmark, Vickies previous\nemployers include Nuveen, InvestNet, and FundQuest. Vickie and her\nteam of consultants helped investment advisors raise $1.8 billion in new\nassets in 2009, and will help them raise $2.3 billion in 2010.Vickies passion lies in helping advisors create the practice of their\ndreams while maintaining the quality of life they desire.Vickie holds a BA from Ohio State University and FINRA Series 7, 63\nand 65 licenses. She will begin working toward her CFP designation in\n2010. She and her husband enjoy watching their three athletic children\nparticipate in various sports.
July 1 - May 9











