SUMMARY:

• Hands - on Data Management leader with a track record of successfully defining and implementing strategy for transformative business/technology initiatives to support corporate agility, standardization, cost efficiencies, and profitability.
• Accomplished in integrating a business viewpoint to influence diverse stakeholders and motivate high-performance teams to new levels of achievement on challenging, pioneering, and transformative organizational initiatives.
• Provided strategic and tactical leadership for diverse Data Management streams including Digital Roadmaps, Privacy/GDPR, Information Security/High-Risk Data, and Commercial Data Products.
• Positioned Data Management as a business enabler across organizations and instilled a creative approach to problem-solving through cross-functional analysis, relationship building, and organizational change management.
• Built strategic partnerships at all levels of the organization including Enterprise, Lines of business, Application Technology, Privacy, Compliance, Enterprise Risk, Vendor Management, and Infrastructure.
• Recognized as an industry thought leader and trusted advisor in Metadata, Master Data, Data Governance, Reference Data, Derived Data, and Transactional data.
• Data Vendor platform experience of Data Governance, Data Quality and Metadata tools including Collibra, Informatica, IBM, Adaptive, Talend

CORE COMPETENCIES:

Cross-functional Team Leadership Enterprise Data Transformation Strategic Planning Project Management

Enterprise Application Integration (EAI) General Data Protection Regulation (GDPR) Information Management Organizational Change Management Data Governance Data Strategy Information Security

Big Data /Data Lake Governance Data Quality Metadata

Data Lake Governance Data Catalog Business Architecture Global Privacy Cyber-Security

PROFESSIONAL EXPERIENCE:

Confidential

Managing partner - Data Strategy & Governance Consulting

Responsibilities:

• Deliver strategy and business solutions that accelerate business and technology adoption.
• Focus on the “Client” which is the end user who must be brought into the eco-system as a partner.
• Leverage operational strategy approach which puts the business first in delivering and supporting key organizational initiatives with just enough Data Governance, Metadata, and Architecture aligned with Privacy and Data Risk.
• Execute an operating model based on successful Data Management implementations over the past decade.
• In corporate Information Security and Privacy in a holistic framework.

Confidential

Head of Data Strategy operationalization, Governance and Data Stewardship

Responsibilities:

• Drove a transformative Data Management operating model in alignment with business strategy which bridged Enterprise with Lines of Business, Enterprise Data Architecture, Technology Delivery, Privacy & Information Security.
• Spearheaded EDM Policy & Standards 2.0 to improve business focus and alignment with the Business and Data Strategy for lines of business while taking a collaborative/“Stratecutional” approach to Policy and Standards.
• Led IT DM Data Lake initiative as a centralized point for key digital data including Worker Data Hub, Application Inventory, Privacy and Information Security, Master Data, and Commercial Client data.
• Drove Data Management for Confidential Digital program by implementing a Data Catalog with Data lake sourcing, Data Ownership, Lineage, Data classification, Metadata and Data Quality KPIs for Critical Data Elements.
• Steered key Data Quality initiatives including Solvency II DQ, Insurance Submission and Big Data DQ leveraging Gen 1 and newer AI-Based Data Quality tools.
• Provided leadership for GDPR Privacy Data Management Stream aimed at building comprehensive personal data flow inventory, including cross-border and external data transfers, including Privacy Impact Assessment for key systems and processes and development of an approach to integrate privacy into systems and processes design.
• Defined and led implementation of Metadata strategy including Collibra where Confidential was a pivotal part of an innovative partnership to a business-solutions driven Metadata approach to grow Business ownership of Business Processes, Data flows, and Data Stewardship.
• Collaborated with Infrastructure and LOB IT to implement a Commercial Big Data Analytics solution leveraging Hortonworks with EDP Landing Zone and Single Source of Truth, Single Version of Truth (SSOT/SVOT) with integrated Metadata and Data Quality profiling.
• Partnered with Confidential Europe and Enterprise Risk Management to implement Solvency II Data Management to meet requirements of Prudential Regulatory Authorities.

Confidential

Data Strategy & Delivery Consultant

Responsibilities:

• Investment Mgmt Institution (Morgan Stanley): Consulted on Data Governance Program for Wealth Management in areas including Business Glossary, Data Stewardship, Policy Management, Reporting Lineage, Data Issues Management, and Data Quality Reporting & Remediation.
• Asset Management client: Contributed to the client’s Business Transformation Program by evaluating current state and recommending strategy for Data Governance and Stewardship with a focus on improving Data Quality for Investment, Marketing, and Distribution.

Confidential

Senior Director Head of Enterprise Data Governance

Responsibilities:

• Led cross-functional business requirements and execution of initiatives, in support of Data Strategy, working across Business, Operations, Product, Enterprise & Data Architecture, IT Dev, Infrastructure, Privacy & Risk Management.
• Steered Data Delivery Transformation supporting Confidential Digital program which was focused on maximizing internal efficiencies, automation, and improving client access to data and digital distribution of Data Feeds.
• Secured approval and drove implementation of first Cloud Data Analytics initiative with Data Management Framework based on revised Risk Tolerance in partnership with Privacy, Information Security, Operations, Risk Management. Created a Confidential -1010Data partnership and leveraged a big data platform as part of an overall Data Strategy to centralize data from multiple sources for reporting, predictive analytics, and Data Science.
• Partnered with Business, Technology, and vendors to drive Confidential ’s Data Commercialization strategy focused on creating Market Indexes, Legal Entity Identifier, Derivatives Repository.
• Worked with Derivatives Group to create and implement a Data Strategy to accommodate a multi-Jurisdiction Data repository which caters receives data from Brokers, aggregates, and reports to various regulators. Collaborated with Data Product team to identify opportunities to create commercial aggregate value from data.

Confidential

Data Management Consultant

Responsibilities:

• Worked closely with Business and IT Stakeholders to deliver Client Data integration.
• Led User Experience initiative to integrate Advisor WS, Salesforce CRM, and Client Onboarding.
• Program Manager MetLife Investment Management Data Governance:
• Tasked with Data Governance for Security Master Re-Design program; migrated from Charles River to Eagle Security Data platform in close collaboration with various businesses, IT, and Architecture groups.

Confidential

Head of Private Wealth Data Management Solutions

Responsibilities:

• Implemented of a PB WM USA Data Platform Strategy to leverage a consolidate MDM source for all Client and reference data with Data Governance, Data Quality, and Remediation implementation. Devised a Private Wealth Platform Strategy working with Global and Regional Architecture to build value-added functions via vendor solutions in a best-of-breed neutral architecture with distributed Global development.
• Drove implementation of a Data Governance & Data Quality Program for private client in the U.S. to maximize quality of data collected from vendors and internal sources via deployment of Data Quality Metrics, Data Stewards, and Data Integration Controls.
• Defined and led strategy implementation of Consolidated Client Reporting which provided clients with an integrated view of their holdings in Pershing, Private Equity, Hedge Funds, and Loans. Selected Odyssey Xeye product as the Data Aggregation, Operational, and Reporting tool for integration with Data warehouse and Advisor Workstation.

Confidential

HEAD OF Asset Management Core Data Platform

Responsibilities:

• Provided oversight for direct and matrix management of resources for Core Data Platform, which included Business Analysis, development, Operations, and Infrastructure across NY, London, Tokyo & Bangalore.
• Created and implemented a Business/IT Roadmap to leverage a single Client/Account Master Data Hub.
• Collaborated with Business and IT Units to integrate RADAR as the Single source of data and operational flow.

Confidential

Director, Global Security Services Common Data/Services

Responsibilities:

• Managed the Common Services Data Technology Team tasked with supporting multiple business lines such as Asset Management, Institutional Trust, Custody, and Corporate Trust.
• Built trusted relationships between Client Technology and Business areas.
• Created and implemented a Data Strategy to transform disparate platform data into a standardized data store and Services Layer to provide consistent client reporting.
• Designed and managed the Common Accounting Interface Data Mart, which utilized a Hub and Spoke architecture to create a transaction hub using Xnetik EAI Middleware architecture with MSMQ/MTS.