Banco Popular de Puerto Rico

Sheetal Shah is director of health for Avanade.

Entry Point Advisor Network

Jasen is the founder and CEO of Polly Portfolio, which empowers users to express their investment viewpoints while still benefiting from institutional-quality portfolio management. Prior to Polly Portfolio, he was a founding executive at a $12bn alternative asset manager and also held senior positions in proprietary trading and capital markets businesses. He studied mathematics at Yale, lives in New York with his family, and is a street food enthusiast.

Ramona Ortega is the Founder & CEO of My Money My Future, a mission-driven financial tech company that combines tailored content and simple to use tools to help Millennials, particularly young women and minorities, manage their money with confidence.  MMMF’s personal financial management platform automates budgeting, guides Millennials through all their financial decisions and helps them choose the best financial products from a curated selection of partners.\n Ortega is a serial entrepreneur with over a decade of leadership in the public and private sectors. Prior to leading My Money My Future, Ortega was a corporate securities attorney in New York where she worked on complex securities litigation. She was part of the litigation team that worked on high profile cases such as Madoff and MF Global.  During law school she interned at the U.S. Securities and Exchange Commission where she focused on the implementation of Dodd-Frank and regulation of private funds and worked on Chapter 11 restructurings in the U.S. Bankruptcy Court, S.D.N.Y.\nPrior to working in law, Ortega founded Global Networks Consulting, a boutique consulting firm providing research and program evaluation for foundations and government funded programs. In this capacity, she implemented multi-year studies, drafted policy reports and provided strategic insight on program metrics. During this time, she also founded Cidadao Global a New York based non-profit and was the recipient of the 2009 Union Square Award.\nFrom 2000-2007, Ortega was the director of the Human Rights Project where she was instrumental in submitting the first shadow report to the United Nations for the first review of the United States under the International Convention on the Elimination of Racial Discrimination (“ICERD”) and was a delegate to World Conference Against Racism in Durban South Africa. Ortega spearheaded an innovative policy campaign to integrate human rights standards into municipal law. She has designed and implemented extensive human rights trainings and capacity building programs on the implementation of international law. Ortega began her career as a journalist and social science researcher with MDRC and is a member of the Experts of Color Network for the Closing the Racial Wealth Gap initiative.\nOrtega was recently named one of six Latina founders to watch and is on the board of the Latino Startup Alliance. She is a contributor to TechCrunch and Huffington Post on issues of law, tech  and diversity. Ortega has a B.A. from the University of California, Los Angeles and a J.D. from Fordham University School of Law.\nYou can follow My Money My Future on Twitter @dinero_futuro.\n 

Bill Harris is the founder and a board director of Personal Capital. He has spent 25 years building financial technology, notably serving as CEO of Intuit and PayPal. He is the founder of several financial technology companies and has served on the boards of numerous technology firms, such as SuccessFactors, RSA Security, Macromedia, and Answers.com.

Prior to MiCai, Greg worked for the Emerging Markets fund of GLG Partners (purchased by MAN Group), a Hedge Fund with 26bn USD under management.\nBefore he moved to GLG, Greg worked on the Emerging Markets Principal Trading desk at Citi and at Private Wealth Management at Morgan Stanley in Hong Kong. Greg has a B.A. in Philosophy and Modern Languages from Oxford University, where he studied Philosophy and Chinese. He taught at Harvard University and has an MBA from the Cheung Kong Graduate School of Business.

 \nNaureen Hassan is the leader of Schwab Intelligent Portfolios and is also responsible for client experience and web and mobile channels supporting the individual investors who, as of March 31, 2015, hold $1.3 trillion client assets in 9.5 million active brokerage accounts at Charles Schwab & Co., Inc. and 986,000 active bank accounts at Charles Schwab Bank.\nSince joining Schwab in the corporate strategy group, Hassan has held a range of leadership roles across the Charles Schwab organization. She served as the chief operating officer of Charles Schwab Bank, led the client experience function for Schwab Advisor Services, in providing custodial, operational and trading support to nearly 7,000 independent advisory firms, and led the development of Schwab Intelligent Portfolios™, Charles Schwab’s new automated investment advisory service that launches in the first quarter of 2015. \nBefore joining Schwab in 2003, Hassan was an associate principal from McKinsey & Company. She counseled CEOs and top management of multibillion dollar global and national corporations, large foundations and other public institutions. Her areas of expertise included operational performance improvement, healthcare and financial services strategy. She has extensive global experience and was based in London, Mumbai, New York and San Francisco.\nHassan holds a Bachelor of Arts degree from Princeton University, where she graduated magna cum laude, and a Master of Business Administration degree from the Stanford University Graduate School of Business.