Expert Details

Expert in Financial Services Data and Analytics

Expert ID: 736408 Colorado, USA

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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.

Expert may consult nationally and internationally, and is also local to the following cities: Denver, Colorado

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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 Responsibilities
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: 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

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