Expert Details

Financial Services Data and Analytics

ID: 736408 Colorado, USA

30+ years experience in data and applied analytics. Thought leader in the use of A.I. and machine learning in financial services. Deep expertise and long experience in the use of data and analytics in banking and fintech. Deep understanding of the emerging DSML, autoML, MLops technology landscape. Experienced in data and analytics for all aspects of risk management, financial crime, commercial banking, consumer banking, and wealth management. Deep understanding of data governance, data management and data architecture. Have advised 100’s of banks and fintechs on building, deploying, and managing AI and machine learning. Have advised technology firms both early stage and mature in GTM strategy for finserv.

Request Expert

Education

Year	Degree	Subject	Institution
Year: 1987	Degree: M.S.	Subject: Information Technology	Institution: Massachusetts Institute of Technology
Year: 1983	Degree: B.S.	Subject: Computer Science and Mechanical Engineering	Institution: Trinity College

Work History

Years	Employer	Title	Department
Years: 2018 to Present	Employer: Undisclosed	Title: Head of Financial Services Industry Vertical	Department: Business Development
Responsibilities: - Developed go to market strategy for financial services - Advised 100's of banks and fintechs on the use, application, and management of AI and machine learning - Developed all sales enablement and marketing content for financial services - Trained 100's of bank executives and bank board members on AI ("AI for Executives" class)
Years	Employer	Title	Department
Years: 2006 to 2017	Employer: SunTrust Banks	Title: Chief Data Officer	Department: Various
Responsibilities: - Chief Data Officer for Consumer Bank ($4B revenue), driving data and analytics strategy for SunTrust Wealth Management, National Consumer Lending businesses, and SunTrust Bank (the retail bank). - Chief Data Officer for Corporate Functions, driving data and analytics strategy for CRO, CFO, CMO, CHRO. Led enterprise wide anti money laundering program, enterprise wide data program for stress testing, client analytics and master data strategy, and analytics for fraud detection and prevention - SVP and GM of Risk Management Information and Technology, driving design and development of enterprise data and analytics platform for credit risk, counterparty risk, market risk, operational risk, and compliance risk management and reporting.

International Experience

Years	Country / Region	Summary
Years: 1981 to 1981	Country / Region: England	Summary: Apprentice Broker at Lloyds of London
Years: 1982 to 1982	Country / Region: France	Summary: Apprentice Underwriter at Mutuelles Unis

Career Accomplishments

Licenses / Certifications
Certificate, Big Data Analytics M.I.T. 2017 Certificate, Advanced Leadership Program, Emory Goizueta School of Management, 2010-2011

Fields of Expertise

Big Data Analytics, data management, risk management, banking, banking regulation, commercial banking, retail banking, wealth management, artificial intelligence