US Chief Data Officer
EDM Council Chairman
Peter Serenita is 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.
SVP, EDM Governance Executive
Mary Riley joined Bank of America in 2002 and currently serves as the Enterprise Data Management Governance Executive. She has held a diverse set of leadership roles including Enterprise Operational Risk Executive; Technology, Operations and Control Functions Risk Executive; Client Fulfillment Executive for Global Commercial Banking and executive roles in information security and business continuity.
Prior to this Riley spent 13 years with the United States Secret Service, including the role of special agent in charge of the Electronic Crimes Branch where she pioneered federal law enforcement’s approach to global high-tech and financial crime investigations.
She holds a bachelor’s degree in Computer Information Management and a master’s degree in Business Administration from the McColl School of Business at Queens University.
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.
Head of Data Governance
John has over 25 years experience of financial services and technology, risk management, regulation, data management and analytics. Currently head of Data Governance at Deutsche Bank. Former positions include working within Risk Advisory at both Deloitte and Ernst & Young.
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.
Chief Executive Officer
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.
Chief Data Officer
Rakshit is responsible for continuing the development and implementation of HSBC’s Data & Analytics strategy, focusing on how they gather, manage, analyse and use the Group’s data. He joined HSBC from Travelers group in the US where he had overall responsibility for Data Strategy and Analytics, Business Intelligence, and Cognitive/Robotic Process Automation.
Prior to this Rakshit held a senior role at JPMorgan Chase in New York, working on the development of a world-class capability for data analytics across all the lines of business in the US consumer bank. He has also had senior roles with TIAA-CREF, Avaya, and Oracle spanning over 20 years.
Rakshit has a Bachelors in Engineering, and graduate degrees in Masters in Information Systems and Masters of Business Administration.
Director, Global Financial Markets
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.
Chief Data Officer
Tom Dunlap is Chief Data Officer for LSEG and its Information Services Division, which includes leading global index provider FTSE Russell. Tom is also the Head of Data Operations within Information Services and is the site lead for the Fort Mill office.
In this role, Tom oversees the global acquisition, maintenance, management, governance and distribution of data. He is responsible for developing and leading the group’s global data strategy; overseeing a global team across multiple sites, including integration of recent and future acquisitions; engaging with key global clients; and working collaboratively across LSEG’s business, operations and technology areas to drive future growth.
Director of Data Management
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.
Managing Director: Data COE
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.
Group Chief Data Officer
Senior Vice President - Enterprise Information Management
Sanjay Saxena is a Senior executive with experience in designing and implementing Enterprise Information Management (EIM) strategy, big data, and business analytics architectures and solutions. Sanjay is a strong leader who believes in enabling organizations through data driven insights.
Sanjay has expertise in in data drive business transformation and information technology, and has managed Fortune 500 global organizations within Financial Services with concentration in Banking, Insurance and Asset Management.
Group Vice President, Financial Services
Global Head of Enterprise Middle and Back Office
John Mason is the Global Head of Enterprise Middle & Back Office Solutions at Refinitiv
In this role, John and his team are responsible for ensuring that the Pricing and Reference data business of the company continues to meet and exceed its clients’ needs in addressing independent evaluated pricing, reference data to support operational and regulatory needs and entity data in support of AML and KYC.
Prior to this role, Mason was the global Head of Regulation and Market Structure at Thomson Reuters (Refinitiv) where he was responsible for MiFID II within the company along with other major regulations. Prior to joining Thomson Reuters, Mason ran European Enterprise Solutions for Bloomberg and was also their Global Head of Regulatory Reporting. Before joining Bloomberg Mason was the Chief Operating Officer for Core One Technologies prior to its sale to IHS Markit.
Managing Director, Head of Data Management
Donna is the Chief Data Officer at RBC Capital Markets, and is focused on advancing Data Strategy and Governance, operationalizing data management best practices and driving a change programme that will help mature the organization across all dimensions of information management.
She has previously held senior roles at CPP Investment Board and Merrill Lynch HSBC.
Scott J. Preiss is Managing Director & Global Head, CUSIP Global Services / S&P Global Market Intelligence, which operates the CUSIP coding system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, CUSIP Global Services is responsible for the development and operation of the ANNA Service Bureau, a central hub for the consolidation and distribution of ISIN data from >120 global markets, and jointly operated with SixInformation, Zurich.
Scott has been actively involved in the industry’s effort to standardize legal entities, securities descriptive data and product classifications, and has chaired the ANSI-accredited standards group X9D in that regard.
Scott regularly lectures on standardization, reference data, regulation and risk management, both in the U.S. and globally. He has a BBA in Business/Finance from Pace University, NY, and a J.D. from New york Law School.
Senior Vice President, Deputy Chief Data Officer
John is Deputy Chief Data Officer for State Street Corporation. He is responsible for strategic leadership, design and implementation of enterprise data governance and management, globally.
He has worked in Financial Services for 25 years and has held several senior level roles in data, business operations, and technology.
John has an MBA in Strategic Technology Management & Organisational Design, and a BA in Economics.
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.
Senior Vice President, Manager
David provides leadership and expertise for the advancement of machine intelligence based data strategies, capabilities, and technologies for Wells Fargo. David’s team develops and prototypes innovations that employ various AI technologies for business value, which includes semantic web technology, machine and deep learning, and natural language processing.
David founded and leads the Wells Fargo Machine Intelligence Community of Interest.
David also chairs the EDM Council’s FIBO initiative.