Banco Popular de Puerto Rico

Jeffrey Boorjian is currently the Vice President of Marketing for the world’s most diversified casino entertainment company, Caesars Entertainment (formerly Harrah’s Entertainment). Jeffrey is responsible for influencing customer behavior resulting in increased revenue and profitability for four Atlantic City properties with revenues north of $1B.Prior to joining Caesars, Jeffrey held positions at multiple advertising and branding firms leading projects across diverse industries including hospitality, consumer goods, automotive and healthcare. Jeffrey earned his Master’s degree in Business Administration from the University of Virginia Darden School of Business and his Bachelor’s degree from Boston College.

Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.

Through a unique partnership with her clients, Ursula Daley motivates individuals to be meaningfully engaged in their own financial life. She empowers them with the knowledge that they need in order to define objectives and develop lifestyle strategies that will help them reach their retirement goals.\nWith a law degree from Pace University, and many years working for financial institutions such as Fidelity Investments, Morgan Lewis and as an attorney in Boston, Ursula’s experience varies from representing investment companies and mutual funds to negotiating agreements to establish investment programs for banks across the country. Naturally, and not surprisingly, her career progressed toward helping individuals navigate their own way through the investment world: “When I was working at LPL Financial, I was able to see a gap in the service clients were receiving. I believed that with my background, I could engage my clients in a meaningful partnership and assist them in the management of their future. I then became an LPL Financial Advisor.”\nWomen’s centered topics are of great interest to Ursula, and she is actively involved in several women’s organizations. She also remains involved with her alma mater, the University of New Hampshire. Read about Ursula in Investment Advisor Magazine and UNH Foundation Website.

Marilyn Plum, CFP® is Director of Portfolio Management at Ballou Plum Wealth Advisors, LLC, recognized as a leading Private Wealth Management Firm by the San Francisco Business Times* for the past three years. Marilyn has helped the firm grow to more than $270 million in client assets under management with LPL Financial, a Registered Investment Advisor. Marilyn is a CERTIFIED FINANCIAL PLANNER™ Professional and Registered Representative with LPL Financial.\nThroughout her 32-year career in the financial advisory business, Marilyn has become particularly well known for her financial planning expertise and client education on wealth preservation and portfolio management strategies. She especially enjoys assisting women in transition and helping them create sound financial decisions that address their unique challenges such as divorce, death in the family and inheritance.\nMarilyn has dedicated an enormous amount of her talent to her profession, serving as President and Chairwoman of the East Bay Chapter of the International Association for Financial Planning, now the FPA, as well as Chairwoman of the Northern California Regional Financial Planning Conference. She has also been a featured speaker for regional and national conferences of the Financial Planning Association and her industry peers at LPL Financial conferences.\nMarilyn is frequently called upon to provide wealth management commentary and financial planning expertise for well-known publications such as The Wall Street Journal, CNBC.com, MSN.com, SmartMoney, USA Today and San Jose Mercury News. Marilyn graduated from University of the Pacific with a degree in International Studies and holds the Series 7 and 63 securities registrations with LPL Financial. In addition to being a well-respected financial advisor in the East Bay, she is a licensed California life, disability and health insurance agent.\nMarilyn and her husband, Todd, enjoy many outdoor sports including kayaking, skiing and white water rafting. They are worldwide travelers and also enjoy exploring what the western wilderness has to offer in their off-road RV.\n*Based on National Association of Board Certified Advisory Practices (NABCAP) multi-step verification process to objectively account for the accuracy and consistency of advisory practices. The NABCAP award is based on twenty characteristics including years of experience, customer service model, risk and investment philosophy.

Peggy Bresnick is a contributing writer for Digital Insurance.

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Company’s list of the “100 Most Creative People 2014,” she has also been referred to as one of the most successful and influential executives in financial services.  From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.  \nKrawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network is 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind. Ellevate Asset Management has partnered with Pax World to recently launch the Pax Ellevate Global Woman’s Index Fund, which invests in the highest-rated 400 companies in the world for advancing women; it is the first and only fund of its kind.\nKrawcheck's embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.\nA Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.

Ms. Suzanne Fitzgerald is responsible for providing comprehensive wealth management advice to high net-worth individuals, executives, families, entrepreneurs, business owners, foundations and endowments throughout the United States. She works closely with clients and their advisors to develop financial strategies which help clients meet their current needs and their long-term objectives.Suzanne ensures that clients receive the appropriate blend of services based on their unique needs, including investment management, retirement planning, risk protection, income tax planning, philanthropic consultation, and estate, trust and transition planning.Suzanne has more than a decade of experience working with high net-worth individuals and families. Prior to Fitzgerald Wealth Strategies in Dallas, Texas, she was Partner of Berardi, Auteri & Fitzgerald LLP. Suzanne was Vice President of Wealth Advisory Services at Wilmington Trust Company in Wilmington, Delaware and also served as a trusted advisor for more than eight years as Vice President of Financial Counseling for the Ayco Company, L.P., a Goldman Sachs Company in Dallas, Texas.Suzanne holds a Juris Doctorate, cum laude, from Quinnipiac University and earned a bachelor’s Degree, magna cum laude, in Business Management with minors in Pre-Law and Human Resource Management from Plymouth State University. Suzanne is a member in good standing of the New York Bar Association (but does not currently practice law), and holds her Series 7 and Series 63 brokerage licenses (through FINRA) as well as insurance licenses in multiple states.Suzanne is active in her community and serves as a member of the President’s Council for Plymouth State University. Suzanne is also an active member of many charitable organizations.\n 

Sarah Cray is the Manager of Succession Planning & Acquisitions for Raymond James Financial Services, Inc.  She is currently charged with helping over 1,300 business owners and 3,400 financial advisors develop plans for transferring ownership of their businesses, manages the mergers and acquisitions process and facilitates practice benchmark analyses. \nSarah joined Raymond James in 1999 and has spent her career within the regional management department. Sarah utilizes her over 14 years of experience when consulting with independent advisors, because there is no “one size fits all” approach to succession planning.\nShe graduated magna cum laude from the University of Minnesota with a degree in child psychology and is Series 7, 24 and 66 licensed. She is a Registered Corporate Coach™ (RCC).\nShe enjoys spending time with her husband Ron and their dog Roxie and cat Chester.