Banco Popular de Puerto Rico

Stephanie Sammons spent over 15 years in the financial services industry at two of the largest global wirehouse firms, Merrill Lynch and UBS, serving as a Financial Advisor, Branch Manager, and Regional Marketing Manager.In her various positions at both firms, Stephanie completed two high-level corporate leadership development programs and served in a leadership capacity to thousands of financial advisors while managing a book of high net worth clients. She developed and implemented numerous successful financial advisor training programs around personal branding, niche marketing, client management and acquisition, and referral marketing at both Merrill Lynch and UBS. In addition, Stephanie led high level sales and marketing campaigns, client events, and financial advisor top producer initiatives.\n\nStephanie holds the professional CFP® designation as well as Series 3, 63, 65, 7, 9, and 10 licenses. She is a regular contributor to the Social Media Examiner and Horsesmouth.\n\nOut of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISOR™ to help financial advisors, financial services firms, and strategic partners position for success in a wired world. Stephanie's unique industry background, financial advisor sales and marketing experience, and knowledge of industry regulations have catapulted her as a reputable expert in the field of online new media marketing and social media.\n\n

Ann Hughes captivates audiences nationwide, speaking to and consulting with financial advisors, broker dealers and financial service organizations across the country specializing in programs to grow and improve your business by focusing on females and financial services. These topics include leadership and relationship development, resiliency in the midst of change and the ever increasing importance of the female workforce and market as a result of the dramatic rise in female wealth and spending power in the United States. As founder and president of The Female Affect, Ann uses her extensive experience in the financial services industry coupled with her education in the area of human resource development to combine real world experience with proven best practices. \n\nBefore founding The Female Affect, Ann spent over ten years at ING, one of the world’s largest financial services firms, holding several senior leadership positions. Prior to leaving ING, Ann was Head of Strategic Relationship Management and was responsible for growing and managing all broker\/dealer distribution relationships in one of the most volatile times on record in the financial services industry. From 2007-2009 Ann was the National Sales Manager for the wirehouse and financial institution channels where she led a team of 65 wholesalers to achieve record sales results for ING Annuities. Under Ann’s leadership, sales increased 66% to their highest levels in company history.\n\nBecause of Ann’s vast understanding of the financial services industry, she has been interviewed and frequently quoted in numerous publications including the Wall Street Journal, National Underwriter, Investment News and American Banker.\n\nAnn earned her Master’s degree from Iowa State University in Organizational Learning and Human Resource Development. She holds her Texas life insurance license as well as her Series 6, 63, 65 and 26 securities designations. Ann is active in several charities benefiting women and children in the United States and around the globe. Ten percent of all speaking and consulting fees earned at The Female Affect go to support these charities including Women Thrive Worldwide and The Girl Fund. She also volunteers at Cornerstone Kitchen and the Dallas Dress for Success Program. Prior to relocating to Texas, Ann served on the Crime Victim Assistance Grant Board that funds domestic violence shelters and sexual assault programs across the state of Iowa. She lives with her husband, Randy and daughter, Katie in Dallas, TX.

Janine was born in Venezuela and educated in the United States. She began her career 25 years ago on the foreign equity arbitrage desk, where she took advantage of her language skills—Spanish, French, and Portuguese—to gain insight into emerging markets. She earned her CIMA® and became part of an elite group to receive the qualification as an advanced investment consultant. She has spent the majority of her career advising institutional clients with their investment portfolios—providing industry leading advice, delivering personalized institutional consulting services and ongoing due diligence and reporting. Also, it is Janine’s relationships in the industry that provide access to specialists that keep the group’s financial strategy current with the latest innovations.

Lili A. Vasileff is a fee only Certified Financial Planner and President of a private financial planning practice that specializes in divorce financial planning and investment advisory services. She conducts business in CT and New York, with offices in Greenwich and New Haven, CT.She holds an undergraduate degree from Mount Holyoke College, Masters degrees from Columbia University and The Institute of Political Relations in Paris, and professional degrees from the College of Financial Planning, Stanford Business School and the London Business School.Lili is a nationally recognized expert in financial planning for divorce as a practitioner, writer and speaker. She has many years of experience and an interdisciplinary knowledge of legal and financial issues. She brings clarity to complicated marital property and complex compensation issues in the divorce process.Lili has worked diligently to raise public awareness of divorce financial planning as well as to elevate divorce financial planning standards such that they are accepted as an integral part of the divorce process. She has worked with clients and legal professionals for the past seventeen years to achieve maximum and workable financial outcomes for her clients. She supports divorcing clients in mediation, collaborative divorce, and litigation.She serves as President of the international Association for Divorce Financial Planners (ADFP). She has been quoted in numerous publications, including the Journal of Financial Planning, Investment News, AdvisorMax, SmartMoney Magazine, Morningstar expert series, Business Week, Working Mother Magazine, the Wall Street Journal, New York Times Sunday Business Section, Los Angeles Times, Bankrate.com, and the Financial Times – U.S. edition. She has appeared in Bloomberg Cable TV Video on Demand, Cable TV “The Divorce Channel”, CT Public TV Channel 12, First Wives Club, and several national radio stations.She co-authored a book chapter on “Complex Compensation Issues in Divorce” with Dr. Susan Mangiero. She is a contributing author and financial expert for a new book coming out in spring 2011 called “The Ultimate Divorce Organizer: The Complete, Interactive Guide to Achieving the Best Legal, Financial, and Personal Divorce”. She is currently a monthly columnist for the Financial Planning Association’s national website for public education, writing on divorce topics, and served in the past as divorce expert on blogs by FiLife (Wall Street Journal, MarketWatch and Barron's) and the NY TimesBucks.blog.Lili is an active community volunteer, particularly serving children and women.Honors and Awards Include:Gold Level Certificate, Chapter Program Award, from the Financial Planners Association in recognition of exemplary leadership and volunteer service, 2006Partners in Philanthropy Award, Association of Professional Fundraisers, nominated by Yale New Haven Hospital, 2006The Institute of Divorce Financial Analysts’ Salute for outstanding performance as member CDFA, March, 2005, acknowledgment in Divorce MagazineAccepted for inclusion in the International Who’s Who of Entrepreneurs 2001 Directory and in the Who’s Who of American Women Directory every year since 2002.Dr. Barbar Award, Yale-New Haven Children’s Hospital, recognition award for outstanding volunteer service and dedication, 1996

With over 35 years of experience, Valery has seen clients through just about every type of market cycle. Born in the Caribbean and having lived in Europe, Latin America and the U.S. Valery is uniquely global in her perspective and a student of history. Valery is fluent in Spanish, Dutch, French and Papiamento bringing an extended family level of personal service to her work of nurturing, protecting and passing along considerable wealth from one generation to the next. As a member of several financial boards, she offers valuable practical experience to Board Members, Investments Committees, CFOs and Treasurers among our clients.