Until recently Peter Serenita was the US Chief Data Officer for Scotiabank, responsible for defining and implementing a data management capability to improve data quality and leverage data for business enablement.
Prior to joining the Scotiabank, Peter was the Group Chief Data Officer and was responsible for the data management and analytics practices across all businesses and global functions at HSBC, focusing on improving data consistency across the firm. Previously, Peter was a 28-year veteran of JPMorgan having held several key positions in business and information technology including the role of Chief Data Officer of the Worldwide Securities division.
Mr. Serenita holds a Bachelor’s Degree in Computer Science from New York University.
Adam leads Service Development within the AWS Worldwide Financial Services team. His team is focused on driving industry-specific product features catering to the specific use cases and workloads that financial services customers are moving and running in the cloud.
Prior to joining AWS, Adam spent over 20 years in financial services organizations, most recently running data product management for the Chicago Mercantile Exchange. Before that Adam worked on cloud initiatives at Nasdaq. Previous to that Adam ran the capital markets practice for Aite Group.
Adam is also a U.S. Army veteran (Desert Storm) and lives in Colorado.
Ari Marcus is a Managing Director in Citigroup’s Institutional Clients Group Operations and Technology, with over 20 years of experience in Finance.
Prior to joining Citi, Ari held senior reference data and program management positions at Credit Suisse, Barclays Capital and Lehman Brothers.
Ari earned an MBA in Finance & Accounting from NYU’s Stern School of Business and a BA in International Relations from Colgate University.
Marie is Deutsche Bank’s deputy Chief Data Officer and Global Head of Data Risks & Controls.
In this role she drives the design and implementation steering of all cross-divisional Data Frameworks related to Data Management and Data Quality but also several core Data Lifecycle disciplines including Data Residency & Access, Records Management & Archiving as well as Data Disposal.
Biggest remediation priorities for 2023 include supporting DB’s sound transition to a Cloud and Data first organisation with focus on the operating model to ensure adherence to cross-boarder data storage/access restrictions as well as driving adoption of high quality centrally accessible data for all core processes. Other key initiatives focus on records archiving compliance and delivering defensible Data disposal processes for cost optimization as well as regulatory (esp. GDPR) compliance. She is also responsible for implementation in her capacity of Divisional Data Officer for the Technology Data and Innovation division and Regional Data Officer for UKI, CE and APAC.
Overall, Marie has 20 years’ experience in Risks and Controls roles in Financial Services.
Marie holds a PhD in Applied Econometrics and is a certified risk manager (FRM) and auditor (CMIIA).
John is currently an Executive Director of EDM at DTCC, responsible for Data Governance and EDM Program Management. While at DTCC he has held several data management related roles including responsibility for data administration, decision support, architecture and product management of master data.
John has a Bachelor of Arts degree in Computer Science and Mathematics from Boston College and worked as a software engineer and data base administrator for several firms before joining the DTCC in 1995.
Scott Preiss is Senior Vice President and Global Head of CUSIP Global Services (CGS) at FactSet Research Systems, Inc. Preiss is responsible for overseeing the strategic direction and growth of the CUSIP franchise, which includes the global reference data standard and all related data feeds and technology solutions built using the CUSIP system. He also oversees the partnership between FactSet and the American Bankers Association (ABA), which created and owns the CUSIP standard.
Among key industry initiatives spearheaded by Preiss in his tenure at CGS have been the rapid expansion of CUSIP’s geographic footprint, capabilities, and strategic alliances. This includes the development of near real-time data feeds and APIs, and expansion into dozens of new asset classes and markets ranging from syndicated loans to blockchain-based tokenized asset offerings. Preiss previously held the role of Vice President, S&P Global Settlement Services, where he was a collaborator on a patent for the groundbreaking S&P Entity Crosswalk service, which allows financial firms to monitor their risk exposure by identifying linkages between securities, issuers, affiliates and subsidiaries. and prior to that, Vice President of Investment Products and Distribution at Citigroup.
Preiss has served as Chairman of the ANNA Service Bureau (ASB) Advisory Board and currently serves on the boards of the Derivatives Service Bureau (DSB) for OTC derivatives, the Enterprise Data Management Council (EDM), and the Financial Information Services Division of the SIIA.
Preiss became a member of the New York, and New Jersey Bar Associations in 1996 and has a B.B.A. in Business/Finance from Pace University and a J.D. from New York Law School. Preiss has also completed Executive Leadership certification at the Darden School of Business, Columbia Business School, and Insead, France.
John has more than 25 years of experience in trading, capital markets, financial technology, business management, software development, strategic partnerships and corporate start-ups. He is responsible for the strategic vision, overall management and business leadership of GoldenSource Corporation.
Prior to joining GoldenSource, John was President and CEO of Pivot, Inc., Hotspot FX, Inc., and was the CFO of OnExchange. He has also worked in a variety of senior positions with Cantor Fitzgerald/eSpeed and Citibank.
John serves as an outside board member and/or advisor to several private companies and is an adjunct professor at the Columbia University School of Public Policy.
Tom is a Managing Director at Goldman Sachs, in the Data Engineering group. He serves as head of the firmwide data governance office and is also the Chief Data Officer for Engineering.
During his more than 20 years of experience in Finance, Tom has led global teams responsible for data stewardship, data platforms, and data governance.
A seasoned Product executive and business leader. Track record in driving products from concept, to MVP, to scale and success.
Over 10 years of product management & marketing, built on a foundation of 10 years in engineering and a Master’s degree in computer science. Held multiple executive leadership roles in international companies, launching & monetizing successful products. Developed to success business relationships with partners and resellers.
Deep domain knowledge in: SaaS, Enterprise, digital advertising, Big Data, Consumer products, Security.
Coming from a technical background, Tom has focused throughout his career in tier 1 Banks on understanding the business strategy and environment and developing solutions and organizations that are commercially appropriate and in looking to introduce industry trends and emerging technologies to achieve sustainable and leading outcomes. Extensive experience in leading cross divisional initiatives at executive level. These have included delivering an enterprise big data analytics platform, revenue and client focussed machine learning and AI programs, global Data Architecture and Governance and Implementation of GDPR.
Currently at HSBC, Tom is responsible for the implementation of the HSBC data strategy in 63 markets. Prior to this, Tom held senior data management roles for Deutsche Bank and JP Morgan
Søren brings over 25 years of Financial Markets experience in delivering mission critical transformational projects for financial institutions.
His responsibilities include complex transformations of financial institutions, Innovation in Financial Markets leveraging new technologies such as Cognitive, Quantum & Blockchain, and post-trade initiatives around reference data management, collateral management and OTC-derivatives processing.
Prior to re-joining IBM in 2013 Soren was Managing Director for SunGard Global Services in Europe developing and delivering service solutions around SunGard products working with several tier 1 European clients.
Having previously worked at financial organisations such as Morgan Stanley, Paribas Capital Market and HBOS Treasury, he brings a practitioner's view to the challenges faced by customers today. Søren has, since 2016, been an advisor to the Consultative Working Group of ESMA’s Financial Innovation Standing Committee (FISC) advising European Regulators on Technology & Innovation.
Judy has dealt with data from various perspectives throughout her career. In her current role, reporting into the COO,
Judy manages a portfolio of functions which enable business resilience. She plays a pivotal role in ensuring all our policies which relate to data are joined up and delivering as intended, as well as driving value from our corporate data.
Judy has worked for LSEG for 4 years, and has previously held positions at the Bank of England, Experian, Capital One and Boots.
She is based out of LSEG’s Bengaluru office.
Julian is responsible for the delivery of data capability at M&G and supporting the Prudential business with the main areas of focus including Data Content Management, Valuations (c.£270bn), Market Data Services, Data Governance and Data Services.
He has been at M&G for 18 years undertaking a number of roles including Head of Front Office Operations and Global Market Data responsibilities. Julian has sponsored a number of key projects including developing Data Governance Policy and standards for both M&G and the Prudential globally; the implementation of a consolidated data sourcing and the implementation of systems to increasing efficiency and consistency of data across the organisation.
He has completed the M&G Cornerstone Leadership Program – Ashridge and Prudential Global Agility Leadership Program – Oxford Saïd Business School.
Raghu Ramakrishnan is CTO for Data, and a Technical Fellow at Microsoft.
Previously, he was a professor at University of Wisconsin-Madison, where he wrote the widely used text “Database Management Systems” with Johannes Gehrke, and Chief Scientist at Yahoo!
He has received the Innovation Award from both ACM SIGMOD and SIGKDD, multiple 10-year paper awards, and the ACM SIGMOD Contributions Award.
Liezel McCord, a financial technology executive, joined Morgan Stanley in Febrary 2019 to improve the quality and management of the firm’s data through a new strategy.
Liezel works within the Data Center of Excellence to boost data innovation, security and efficiency of the bank’s businesses. She will help define principles and procedures for Morgan Stanley to manage its data and work on the creation and implementation a new firm-wide data policy.
Karen Hiers has over 20 years of practical experience on how to navigate an organization to find the right balance in technology, business processes, policies, and data management. Karen is responsible for championing data literacy, enabling end to end data management throughout the organization, driving delivery of data through a data modernization program, and developing high value insights and models using advanced analytics.
Karen started her career as the first official Data Steward at Capital One back in 2001. She has been a practitioner, pioneer, and champion of Data Management practices at Capital One, Citizens Bank, USAA, and now Northern Trust. Over the years she has gained vast experience establishing Data Management programs, growing best in class Data Governance teams, and reducing data risk through process management and control implementation.
Allan is responsible for the RBC Capital Markets Data Management Office. He joined RBC as a contractor in the Data Governance team in 2014 and has held progressively more senior roles since then.
Allan is a CFA Charterholder, has a Post Graduate Diploma in Quantitative Finance from the University of London and an Honors Bachelor of Commerce from McMaster University.
Abhishek Tomar is the Chief Data Officer at S&P Global Market Intelligence and a member of the division’s Operating Committee. In his current role, Abhishek is responsible for the overall management, strategy, transformation and governance of the division’s data assets with an aim to identify data driven business growth and opportunities.
In addition to his role as Chief Data Officer, Abhishek is a strategic advisor to the leadership teams in Argentina, India, Pakistan and the Philippines.
He is also spearheading the India Leadership Council comprising of S&P Global and CRISIL, with an aim to discover new pathways to connect strategies and business development opportunities across the region. In a career spanning 21 years, Abhishek has worked in multiple roles in data analytics and operations management and has held senior management and leadership roles in the financial industry.
In his previous role, Abhishek was the Managing Director - India Operations at S&P Global where he was responsible for over 8,000 employees with a focus on delivering strong business results.
Abhishek is an active member of the National Executive Board of American Chamber of Commerce (AMCHAM) in India. He holds a bachelor’s degree in Commerce from Delhi University and an MBA from NIILM - Centre for Management Studies.
Over 15 Years at Schneider Electric and currently Group Chief Data Officer, SVP Data & Performance
Thomas is a senior executive with over 40 years experience deploying major state of the art Data Management solutions. Most recently at Scotiabank and previous to that at HSBC and Citibank.
Christophe joined Swiss Bank Corporation in 1996 as product manager for electronic banking. In the 20 plus years with UBS, he has worked with Operations, HR & Technology, based in Basel, Zürich, NY, London and Singapore.
After returning from Singapore in 2012 (having built up the integrated service desks for application and end-user support), he became the Global Head of Operations IT within the newly formed Group Technology team. Christophe took on service line responsibility for data in April 2015.
Christophe was born in Belgium, but moved to Zurich to complete his studies in computer engineering in 1996. He enjoys gym, snowboarding, Muay Thai, spending time with family and travelling.
Latheef has held senior roles at Verizon for the past 17 Years, as an executive thought leader, innovator, and tech leader with expertise of Data Analytics and Business Intelligence Solutions, and is a guest lecturer The University of Texas at Dallas focusing on Emerging Technologies & Innovation: Artificial Intelligence, Machine Learning & Analytics.
Since joining SG in 2009, he has held a range of positions. Currently, he is the Chief Data Officer, SG Americas, with responsibility for data management and governance within the Region. This function is responsible for implementing the requirements of BCBS 239, establishing sound data governance framework that meets Group needs and local supervisory expectations and creating a solid platform for the data to be leveraged for strategic business decisions. SG roles before that include, Head of the Project Management Office for the SG US Transformation project, Deputy CFO of the Americas Region and Head of Finance Offshoring in SG Bangalore.
Prior to joining SG, Bala was with the Canadian Imperial Bank of Commerce (CIBC) for fourteen years in a range of positions in Toronto and New York. As Senior Vice President of the Wholesale North America Finance, he headed up the controllership function for CIBC’s World Markets and Treasury & Risk Management Strategic Business Units within North America. Prior to that, he also had stints as the business-line controller for the Bank's US origination businesses (Corporate Lending, Investment Banking, Merchant Banking, Structured Finance and High Yield), as well as the 2/ic to the Chief Accountant, with responsibility for consolidated financial, management and regulatory reporting at the corporate level.
Born and brought up in Mumbai India, Bala has a degree in mathematics from the University of Mumbai and holds professional accounting qualifications from both India and the United States. He lives in Montclair, New Jersey, is married with two children and enjoys long-distance running.
Andrew Foster, C.F.A., is the Chief Data Officer at M&T Bank. As CDO, he leads data strategy and governance, as well as the development and delivery of platforms, tools, and methodologies to enable M&T to harness the full potential of its data to continuously meet the evolving needs of customers and communities. He also partners with multidisciplinary teams across the organization to drive data-driven outcomes to support customer experience, business resilience, performance optimization, and growth.
Foster brings over 20 years of experience leading data, automation, and innovation organizations in the financial services industry, most recently as Deputy Chief Data Officer (Americas) and Head of Data Governance at Deutsche Bank in New York. He previously held leadership positions at Europe Arab Bank (EAB) PLC and Arab Bank PLC, both in London.
Committed to pursuing greater inclusion in the fields of data and technology, Foster has consistently advocated for women in data management, serving in volunteer leadership and outreach roles for Women Data Professionals, the gender diversity arm of EDM Council, a leading global trade association for data and analytics management.
A native of South Africa whose career has taken him through London and New York, Foster works at M&T Bank’s Tech Hub at Seneca One in Buffalo, New York. He earned a Bachelor’s Degree in Business Science, specializing in Finance, from the University of Cape Town in South Africa and has participated in executive leadership programs through the London Business School.