Banco Popular de Puerto Rico

\n\n\n\nUntitled Document\n\n\n\n\n\nMari Adam is founder and President of Adam Financial Associates, Inc., a personal financial advisory firm in Boca Raton, Florida registered with the Securities and Exchange Commission as a Registered Investment Advisor. The firm has offered fee-only investment advisory and financial planning services since 1995, and specializes in providing expert and objective advice to women and clients nearing or in retirement.\n Mari has been practicing as a CERTIFIED FINANCIAL PLANNER (CFP®) for over twenty years. She is a Chartered Retirement Planning Counselor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 through 2008. She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance, Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.\n Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with what is now Wells Fargo in Fort Lauderdale, Florida and BB&T in the Washington, D.C. area. She began her career as a Foreign Service Officer with the United States Department of State, completing several overseas and domestic assignments. Mari now lives in Boca Raton, Florida with her two children, ages 17 and 20.\n She holds a B.A. from Claremont McKenna College in California, continued her post-graduate studies at the Institut d’Etudes Politiques in Paris, and earned an M.B.A. specializing in International Finance from George Washington University in Washington D.C. She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida.\n Mari’s particular interest is helping women address their special financial and retirement needs. As a divorced mother of two, Mari has experienced firsthand the challenges of juggling children, family, career and community commitments. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is a member of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California. \n

Katie’s primary responsibilities as Product Manager is the long-term planning and execution of the Raymond James advisor website and social media offerings. Specific to social media, Katie was on the project team that made the social media vendor selection and implemented the launch of social media to Raymond James advisors. Katie has over 5 years of digital marketing experience from both the corporate and agency sides. She is knowledgeable in general web marketing best practices, search engine optimization and social media. She has a B.B.A from Southern Methodist University and an M.B.A. from the University of South Florida.

As National Sales Manager for SourceMedia’s Research and Marketing Services Group, Rob is responsible for building new customer relationships and delivering innovative, results driven marketing solutions for those customers.\n\nWith over 25 years in sales and sales leadership roles, Rob has built and managed high performance sales teams at both large and small companies. Beginning in 1990, Rob held several leadership roles at Thomson Financial (now Thomson Reuters) including Managing Director of First Call Europe (1993 – 1996). Rob left Thomson in 1998 as the Executive Vice President responsible for Global Broker Relations. Many of Rob’s accomplishments are the result of introducing new and innovative technologies for start-up companies such as IntraLinks, Avistar Communications and ELSAG Law Enforcement Systems.new companies, working with new technologies, building new markets.\nRob has a Bachelors of Arts degree in Economics from State University of New York at Cortland.

Sherrill Mane was appointed the IAB’s first SVP of Industry Services in November, 2007. She leads the IAB in two major areas: complexity and cost reduction; and industry growth. Working with agencies, publishers, and third party vendors, Ms. Mane is charged with increasing operational effectiveness within the interactive advertising supply chain. She is responsible for numerous IAB industry initiatives including spearheading agency relationships and overseeing the development of growth-oriented research for the interactive industry. Previously, she spent 14 years at Turner Broadcasting Sales, holding a variety of senior advertising sales support positions for the News division, most recently as SVP Market Strategy. Earlier in her career she held diverse positions at Nielsen Media Research and Group W Satellite Communications.\nSherrill’s areas of expertise include ad sales marketing strategy and collaterals development, and primary and secondary research for TV and the web. In her various roles, she has facilely moved from data development to interpretation to insights using audience and general consumer data as well as marketplace intelligence to generate strategies and positioning for multiple media business needs.\nMs. Mane holds a B.A. in Sociology with a minor in Psychology from the Hebrew University of Jerusalem, Israel. Her graduate studies focused on the social psychology of mass media. Ms. Mane’s graduate work was the basis for two published academic papers on the social construction of reality and media.