Jeb Avery is the Director of Investment Data Management at Janus Capital Group and has twenty years of experience in the financial services industry. He has an extensive operational background that has led to a specialization in data governance, data management tools and practices, and business intelligence.  Jeb spent many years within the operations and distribution teams at Janus and four years ago moved into the investments group.  He has led numerous business and system implementations as well as several enterprise wide data efforts.

Alicia Barco has more than 20 years of IT experience, and is currently VP of Enterprise Data Management at Workers Compensation Insurance Rating Bureau of CA, leads an IT organization that is responsible for data governance strategy, business intelligence, data warehouse, analytics, metadata management and heavily involved in enterprise architecture and various levels of IT governance.

Alicia’s leadership track record spans across management consulting, non-profit and for-profit companies. Most recently she’s led WCIRB’s multi-year IT transformation that built WCIRB’s enterprise data management organizational structure, developed data management strategy and execution roadmap, implemented a fully virtualized data warehouse and business intelligence architecture and installed an enterprise-wide data governance program. This strategy’s success has enabled business growth, improved customer offerings and capabilities, and empowered operational efficiencies by lowered costs, self-service features and time to market.

Alicia also possesses deep knowledge of workers compensation insurance business and technology strategies, and is currently leading WCIRB’s effort to expand its data analytics offerings to its external customers in CA.

Alicia holds a Master’s Degree in Medical Informatics from Northwestern University and a Bachelor’s Degree in Computer Engineering from Manila.

John supports the Council as Senior Advisor and Consultant, responsible for the Council’s CDO Forum and Data Management Practices. John is a senior strategy and data management executive with more than 30 years of experience in the industry. Over his career, John has held various positions in supporting a firm’s data management functions. Since 2006, John has held the title of Chief Data Office in both the private and public sectors, serving as CDO for Citi and Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

Tony Brownlee is a Kingland Systems partner, responsible for leading and setting the strategy for the company’s Data Solutions business, including Kingland’s Data Science and Research operation and data quality and master data management (MDM) products and services. Mr. Brownlee has been instrumental in the creation of the Data Solutions business and has managed numerous operational, product development, business development, and client relationships for the company. Additionally, Mr. Brownlee manages Kingland Systems strategic relationship with IBM for Information Management software and other corporate marketing and business development functions. Mr. Brownlee is recognized as a thought leader in the financial services industry and speaks regularly at industry events on MDM, data governance, data standards, entity and hierarchy data. Within the industry, Mr. Brownlee has served on various committees including the Securities Industry Financial Markets Association (SIFMA); the International Standards Organization (ISO); the Financial Stability Board (FSB) for the Legal Entity Identifier (LEI); and the Enterprise Data Management Council (EDMC). Prior to joining Kingland Systems, Mr. Brownlee worked in the financial services industry providing consulting services for a top ten global bank and an international agri-business company. Mr. Brownlee holds a Bachelor of Arts degree in economics from Central College in Pella, Iowa; an MBA from Iowa State University; and serves on advisory boards of both institutions.

Mauricio joined AXA Rosenberg in 1999 as a research analyst and is currently serving as data architect.  Previously he was a systems and software engineer for Lockheed Martin Corporation.  Mauricio earned a BS in Mechanical / Aerospace Engineering from the University of Michigan at Ann Arbor and obtained an MBA from The Haas School of Business at the University of California, Berkeley. He is a holder of the Chartered Financial Analyst designation.

Art has over 17 years of experience working in computing research and buy-side investment management firms. As part of the West Coast leadership team, Art manages a number of strategic client accounts, senior client relationships and oversees technical delivery across a wide portfolio of initiatives including data management, enterprise integration, and data services. Art advises on technology strategy in the areas of Business Intelligence and Data Architectures.

Prior to joining Sapient, Art worked at IBM Research Division in Almaden exploring massively parallel data mining and text analytics architectures and solutions.

Art holds a Bachelor of Science degree in electrical engineering from Northeastern University with concentrations in computer engineering and digital signal processing.

Mr. Cutinello has over twenty years of experience in the IT field with a diverse range of companies from Internet startups to Fortune 500 firms.  His focus is on helping firms evaluate and successfully implement new technology platforms and receive maximum benefit to the business.  Most recently he has been involved with enterprise data management and information security projects for McDonnell Investment Management, LLC., an affiliate of Natixis Global Asset Management.  Mr. Cutinello graduated with honors from Roosevelt University with a B.S. degree in Business Administration - Finance and holds the Certified Information Security System Professional designation from the (ISC)2 organization.

Cara Dailey is currently the Chief Data Officer for Bank of the West.  In this role she is building an enterprise data strategy to support risk and finance data integration, enterprise data governance, and data quality and controls.  Prior to this role she has spent the past several years working with business functions to transform processes into innovative solutions with foundational data.  In addition, is a subject matter expert in Risk and Regulatory activities including CCAR, Risk data aggregation, stress testing, and regulatory reporting strategies.  Prior to her role at Bank of The West she held various leadership roles at GE Capital in Technology, concentrating in data management, data quality, and business intelligence.

Mike Davis is Associate Director, Enterprise Data Management for Russell Investments.  Fulfilling the role of Data Officer, Mike is responsible for the implementation and maturing of Russell’s data governance program.  Mike also has key responsibilities for various aspects of the data management program’s data acquisition, systems implementation, operations, data distribution, vendor management, and process improvement components.

Mike was responsible for implementing Russell’s U.S. fund performance calculation system in 2005, and beginning in 2007 expanded the system to encompass all of Russell’s global funds domiciled in Canada, EMEA, Australasia, and Japan, driving the development of Russell’s first single authoritative source of an enterprise data domain. Mike managed Russell's global fund performance system, ensuring consistent, accurate and timely delivery of investment product data to external fund marketing portals and internal subscribers.

In 2009, Mike took on an expanded role, working with key Russell leaders to found a comprehensive enterprise data management program.  Mike provided leadership in defining function strategy, the implementation of enterprise data management systems and tools, establishment of a centralized data management function, market data management, and development of enterprise data management principles and standards.

Prior to joining Russell in 2001 Mike was with SEI Investments, where he led a fund accounting team. Additional responsibilities included leadership of various process automation projects and a role managing the fund accounting department’s supervisor leadership team.

Karan leads the Enterprise Data Management Program Office at American Family Insurance, including managing 20+ project /portfolio managers across various data delivery projects serving auto, property, life, commercial, strategy, investments, sales, marketing and controller divisions. Karan has successfully managed employees/contractors across multiple global projects with high ROI in countries with diverse cultural background such as Brazil, Colombia, Argentina, Ecuador, Peru, Australia, India, China, Poland, UK, Singapore and Switzerland. In his previous role at O-I, Karan managed a global team of over 20 employees and 24 contractors towards SAP finance delivery and sustainability and master data management of existing multiple finance systems including SAP and Non SAP Finance applications.

Pam oversees all aspects of the international and domestic operations teams for both of Ariel’s Chicago and New York offices, as well as support and strategic planning of information technology. Prior to joining the firm, she spent 23 years working for UBS Global Asset Management in various operational and management roles, most recently as Global Operations Business Manager. Pam is a member of the Securities Traders’ Association of Chicago (STAC), as well as the International Securities Association for Institutional Trade Communication (ISITC). Additionally, she is a certified Six Sigma Yellow Belt. Pam received her BS in management from Northern Illinois University.

David recently joined Credit Dimensions (e.g. the data practice of the Xoriant Corporation, Edison, NJ) as Principal with the goal of expanding the firm’s capabilities focused exclusively on the data governance, data quality and data remediation challenges facing financial institutions today.
For the previous two years David served as the Chief Data Governance Officer at Bank of the West (a subsidiary of BNP Paribas) responsible for launching and building a successful Data Governance function and Data Quality program for the Bank in support of its successful first CCAR submission.   David was previously a Senior Program Manager at BNY Mellon responsible for leading the firm’s Enterprise Client Data Management Program,  a strategic initiative to build a firm-wide Client Reference Data Master utility.  Prior to BNYM, he was Global Head of Counterparty Data Operations at UBS Investment Bank and he spent the early part of his career at JPMorgan Chase (and predecessor firms) in a variety of leadership roles in Counterparty Data Management, Credit & Lending Administration, Syndicated Loan Operations and Credit Risk Technology.
David earned a BS in Economics from the University of Pennsylvania/The Wharton School and completed an MBA at City University of New York.  He was also a member of the SIFMA-led Working Group that completed the Industry-wide Requirements for a Global Legal Entity Identifier (LEI) Solution.

Rubie Guerrero is Senior Vice President responsible for the Data Management Group at Oaktree Capital which includes asset setups and security master data maintenance, reconciliations and pricing operations.  She has over 25 years of experience in the investment industry, managing operations such as trade processing and settlement, reconciliations, corporate actions and fund accounting.

Joe Hanssen, Managing Director and MUFG Union Bank Chief Data Officer and Chief Operating Officer for Americas Risk Management group, leads the Risk Operating Office team at MUFG Union Bank, N.A.  As a financial services executive, his background includes roles where he has developed an expertise in working with business leaders and enterprise-wide teams to develop consistent, end-to-end and sustainable solutions to solve complex problems. 

Through implementing a data management program, his team is navigating a complex and technically difficult operating environment to create a simple, actionable and understandable data management structure that produces meaningful results for shareholders, customer, and regulators.  In his role as Chief Operating Officer for Americas Risk Management, Mr. Hanssen has responsibility for a program office which manages significant change activities, governance and committees among other responsibilities. 

Prior to joining MUFG, Joe has held positions with Wachovia, Bank of America and PriceWaterhouseCoopers. 

Nick holds the position of Global Asset Data Manager for Northern Trust, which includes responsibility for worldwide, shared service, reference data operations and for working across the enterprise to assess and define the business, operational and technology data needs and solutions from both a short term and strategic perspective. His role also encompasses leading Northern's Asset Data Governance agenda as well as defining global reference data standards and policies.

Bruce Jacobson is currently Systems Architecture Manager at Brandes Investment Partners which he joined in 2001. Bruce is responsible for the firm’s enterprise architecture, business intelligence, database administration and data governance. Bruce earned his Bachelor’s in Computer Science and CSU Northridge and completed his MBA, concentrating in finance and technology at the University of San Diego.

Gavin is the global lead of the Data Management Practice, comprising of over 500 active consultants working with clients on a variety of projects from advisory through to implementation and support.  His responsibilities include strategy, delivery oversight , talent management, methodologies, data services, best practices, partnerships and leading the data innovation lab.  Gavin actively works with data management leaders across the financial services industry assisting with advisory, delivery oversight and also regularly hosts and speaks at data management leadership events across North America and Europe.

In his prior role to joining Sapient, he was the global head of product management for Enterprise Data Management (EDM) at a leading data vendor company, leading a team to build the next generation data management platform, managed a multi-vendor feed handler factory and was responsible for building a canonical data model and best practices for the financial markets. He has been responsible for the design, build, launch and management of 4 software products ranging from Human Workflow & BI, BPMS/ESB and Master Data Management (MDM) specializing in Reference and Pricing data.

Steve Krosch is Vice President of Data Architecture within the Business Applications Management group at Allianz Global Investors.  Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 23 offices in 17 countries, they provide global investment and research capabilities with consultative local delivery.  Steve started his career with Nicholas Applegate Capital Management in 1996.  Nicholas Applegate was later acquired by Allianz Global Investors. 

In his current role, Steve oversees a team of engineers providing software development, integration and support of data and reporting solutions for the institutional investments area.  His responsibilities also include project management and business analysis.  Steve also has a background in management and delivery of applications related to various functional groups including Portfolio Management, Trading, Compliance and Operations.

Steve resides in San Diego, California and has a BS in business management from San Diego State University.

Robyn Lussier is a highly experienced governance, risk and compliance professional with 15 years of experience. She has focused on risk management, process analysis and controls reviews for all business cycles in the financial services and health care industries. After leaving a Big 4 enterprise risk practice, Robyn served as an Internal Audit Assistant Vice President for a Fortune 100 financial services company. Robyn is currently heading up a Data Governance function for a $1T investment manager. She holds Certified Public Accountant (California-inactive), Certified Information Systems Auditor (CISA) and Certified Information Systems Security Professional (CISSP) certifications.

Joel launched Vanguard’s Enterprise Data Governance and Privacy Group in April 2012.  He now leads the group, which focuses on orchestrating people, processes, and technology across Vanguard’s global operations to ensure Vanguard’s data is treated as a vital corporate asset.   This includes implementing both a global data governance program and a global privacy program.  

Joel graduated from Tulane Law School and began his legal career in private practice focusing on complex business litigation, primarily in the area of state and local taxation.  In 2008, he joined The Vanguard Group’s Legal Department where he managed a team of lawyers and analysts advising on a wide range of internal clients on corporate and contract matters.   In addition to his law degree, Joel holds bachelor degrees in Economics and Business Management and a Masters Degree in Finance.  

Kristen Mologousis is a Senior Vice President and Global Procurement Manager for Enterprise Market Data at The Northern Trust Company headquartered in Chicago, Illinois.  In this role, she is responsible globally for the market data team and category, a high spend high touch area that includes items such as pricing data, reference data, financial subscriptions, client redistribution policies, exchange, compliance and audit.  As the Head of Enterprise Market Data in additional to global sourcing initiatives her team includes market data procurement operations functions for inventory management, entitlements of applications, invoice validation and processing as well as vendor management.

Prior to joining Northern Trust in March 2011, she served as Senior Vice President, Global Market Data Services from 2003-2011 at Penson Worldwide, a Dallas based clearing, execution and settlement firm.  In that role, she managed a Market Data and Financial Services portfolio for the firm globally, set policies and procedures, handled negotiations, participated in mergers and acquisitions, and developed strategic solutions and services that generated client business across the global organization.  In her role as head of Global Data Products, she was responsible for maintaining the integrity of all market data disseminated to the public as well as creating new data products to serve the industry’s information needs.

Kristen began her career in Financial Services at HyperFeed Technologies, a real-time information service provider focused on transaction technology, content providers, market data sources and news providers.  From 1991-2003, she held various positions including senior executive for business development with a variety of responsibilities including mergers and acquisitions, day to day operations quality, strategic positioning and partnering.   As a key member of the firm, Kristen sat on the executive committee for over five years. 

David Newman is Strategic Planning Manager, Senior Vice President, Innovation Group at Wells Fargo Bank.  David also chairs the Semantic Technology program for the Enterprise Data Management (EDM) Council and leads the Council’s efforts to develop ontologies for the financial industry known as the Financial Industry Business Ontology (FIBO).  FIBO is a free and open source ontology that semantically describes business entities, derivatives, securities, loans, corporate actions and metadata.  FIBO is being developed as the next generation global financial data standard.  FIBO can be used to support macro-prudential and institutional risk management, regulatory compliance and reporting, risk analytics, as well as serve as a foundational set of semantic building blocks for enterprise data models and taxonomies.  It therefore provides a solid basis for strategic fulfillment of BCBS-239.  David is also responsible for the working group that is developing executable reference ontologies that demonstrate FIBO’s many advanced capabilities.  In addition, David is starting an initiative to position elements of FIBO to be available for semantic markup of financial content for internet sites through a collaboration with Google, Yahoo and Microsoft.  David is a frequent speaker at industry conferences on semantic technology as well as at regulatory and academic conferences on systemic financial risk.  At Wells Fargo, David focuses on emerging technologies and innovation initiatives and leads the Wells Fargo Semantic Technology Community of Interest.

Jared is responsible for development and oversight of Twitter’s global strategic data partnerships within the finance vertical of Twitter. He is is responsible for ensuring that the value of Twitter's data is realized across the entire ecosystem of financial partners and customers. Jared manages the financial data ecosystem as part of the Gnip team, the world's largest and most trusted provider of social data, which was acquired by Twitter in 2014. Gnip serves Twitter data to more than 95% of the Fortune 500 and works with hundreds of customers over more than 40 countries.

Jared is a Chartered Financial Analyst, who prior to Twitter, was a Vice President at FactSet, where he served as a founding member of the Strategic Partnerships and Alliances team. Previously, Jared worked on the floor of the New York Stock Exchange for Perdiue Securities, and is a graduate of the Kelley School of Business at Indiana University.

You can find Jared @jpodnos on Twitter

Tim joined Pandora in early 2011 just as the company was transitioning to becoming a public company. Tim currently oversees the Accounting function which includes revenue recognition, SEC reporting, royalty accounting, finance operations, general accounting and transactional accounting. Since joining Pandora, Tim has focused on ensuring the accuracy of the company’s financial statements, enhancing its financial control environment and implementing scalable processes and systems to support the rapid growth of the business.

Prior to joining Pandora, Tim was the Assistant Controller for Dolby Laboratories, and before this he worked for Ernst & Young, LLP.  Tim is a certified public accountant and holds a degree in Accounting from Georgetown University.  He also received an MBA from the Haas School of Business at Berkeley. Tim enjoys spending time with his wife and young kids, playing basketball and golf, traveling and volunteering. Tim’s favorite Pandora stations include Indie Folk Revival Radio, Mumford & Sons Live and Disney Radio.

Tim Rourk is a leader and client executive within Kingland Systems, responsible for program management and business development within Kingland Systems’ Data Solutions business, as well as overseeing strategic client relationships, specializing in master data management (MDM) software implementations, Legal Entity Identifier (LEI) solutions, and data quality. With expertise in project management, business analysis, process management, and data management, Mr. Rourk works with large, complex enterprise software systems and data management solutions within the financial services industry and previously managed programs supporting Kingland’s compliance solutions business. Mr. Rourk has a Bachelor of Science degree in Mechanical Engineering from Iowa State University and is a member of the Iowa chapters of the International Institute of Business Analysis (IIBA) and the Project Management Institute (PMI).

Andrew Salesky leads Schwab’s Global Data function which focuses on driving increased competitive advantage through improved data management. 

Salesky was formerly head of Schwab’s branch network.  Prior roles included launching Schwab’s retail franchise business, leading Schwab’s online and mobile efforts, creating Schwab’s first fee-based advice offer, and developing the first revenue-sharing referral model for affiliated fee-based advisors. 

Prior to joining Schwab in 1995, Salesky was a Senior Engagement Manager at McKinsey & Co., Inc.  Salesky earned a BS/MS in Industrial Engineering at Stanford University and an MBA at Stanford Graduate School of Business.

Natalie Sendele is the data governance manager at Artisan Partners. The data governance team is responsible for the evolution of enterprise data and establishing data quality standards for the firm. Ms. Sendele holds a bachelor’s degree in Finance from Northern Illinois University and a master’s degree in Business Administration from Marquette University.

Eric Smith is the manager of Operations and Data Management at Harris Associates L.P. His role is multi-functional in that he manages the Ops and Data Management group, serves as the firm’s Data Governance Manager, and also serves as the firm’s Market Data Coordinator. In his role, Eric is responsible for leading and executing the Data Governance program at Harris Associates.

Eric has 14 years of experience in financial services and 7 years in data integrity/data management roles. Prior to Harris Associates L.P., Eric was with Guggenheim Partners as their VP, Valuations and Data Integrity, JP Morgan as a part of their middle office function within the investment bank, Northern Trust in various roles, and Towers Perrin.

Mr. Sovine has more than twenty years of technology experience that has included retail software development, Internet startups, data warehousing and project management. During his time with Microsoft he obtained two patents with his fellow inventors in the data management space and built several solutions that improved Windows 7 stability. His current focus is managing project and data initiatives for Parametric where he is leading the master data management and stewardship programs. Mr. Sovine graduated from Arizona State University with a B.S. degree in Computer Information Systems.

Gopal Subramanian is Senior Vice President of Data Engineering for Fidelity Investments Management Technology group, a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.  Mr. Subramanian has been in his current position since 2008 and is responsible for managing data for Asset Management.

Previously with Fidelity, Mr. Subramanian was Vice President, Data Engineering & BI with Fixed Income Division.  In his role, he led a team of professionals responsible for delivering projects in the areas of Trading, Portfolio, Research and Quant. He joined Fidelity in 1999 as a Director in the Marketing Division primarily responsible to implement Marketing Data Warehouse and CRM.

Prior to his 15-year tenure with Fidelity, Mr. Subramanian worked for numerous technology start-up firms leading their data mining and predictive modeling efforts.  In, 1990 Mr. Subramanian joined a start-up firm in Singapore to develop generic software for Insurance industry to support the needs of South East Asia. Mr. Subramanian began his technology career in 1988 with Tata Unisys in India. 

In his free time, Mr. Subramanian mentors and teaches entrepreneurship to high school students.  He is also a board member and charter member of TiE, (The Indus Entrepreneurs) group that is the largest not-for profit organization, which promotes entrepreneurship, and is a member of the committee responsible for reviewing business cases and selecting businesses for investments by venture capitalists.

Mr. Subramanian often speaks at various industry conferences.  He received his MBA from Boston University.

Tim Swan is the Director of Data Quality Management in the Data Management Office of MUFG Union Bank, where he is actively engaged in driving enterprise data management strategy and leading a variety of initiatives focused on enhancing the value of data as an enterprise asset.  These efforts include work in data governance, quality management, master and reference data management, metadata management, data architecture, data operations, and business process improvement.  Prior to joining Union Bank, Mr. Swan spent over 20 years leading technology strategy and delivery for top  financial services firms including Blackrock and Barclays Global Investors.

Ms. Lindsay Tenenbaum is the reporting manager at Causeway. She joined the firm in August 2012. From April 2007 through July 2012, Ms. Tenenbaum worked at Nuveen Asset Management where she was responsible for implementing and developing reporting software. Ms. Tenenbam has a BA, summa cum laude, in English Literature from UCLA and is a member of Phi Betta Kappa.

Dennis Waldron is a Senior Vice President at The Northern Trust Company, Chicago. He is the Chief Data Steward for the Wealth Management business. Prior to his career with Northern Trust, Dennis was the Global Lead Architect for the Oracle Practice at Accenture, Director of Enterprise Architecture for ACNielsen, Data Management executive for Discover Financial Services, and an Information Management Solution Architect at IBM.  Most recently, he served as Chief Solution Architect & Big Data Champion at Teradata.  Dennis has been a board member for TDWI (The Data Warehouse Institute) Chicago chapter since 2009 and is the founder of the Business Intelligence User Group of Chicago.

Suresh Kandula, Director of Technology at Sapient Global Markets, joined the company in 1999, and has 15+ years of software engineering expertise delivering to Financial Services Clients.

Focusing on portfolio analytics, data management, visualization and regulatory risk management initiatives for clients, Suresh provides consulting around data management, agile data warehouse solutions, data quality dashboard, data governance and data certification, Solution architecture for data intensive applications, as well as technical implementations of custom and third-party tools and technologies (data masking, reverse engineering or data applications, integration and reporting re-architecture)

Suresh has worked with Large Investment Banks, North American regulators, Hedge funds, fund administrators, and Trust/Asset Management companies throughout his career.

Suresh specializes in Implementation data management, risk management and regulatory reporting systems for Financial Services clients. Suresh has expertise in Fixed Income, Sovereigns, Asset Backed Securities, Structured Products and Mortgage based asset class’ data and analytics applications.

Suresh holds a MS in Computer Engineering from Syracuse University and his academic background includes Parallel Processing, Concurrent Programming, and Database Systems Management.

Alex Olson is a senior leader and client executive within Kingland Systems, responsible for leading and setting the strategy for the company’s consulting services business and directing many strategic client relationships. Mr. Olson is recognized as a thought leader in the financial services industry and speaks regularly at industry events on MDM, data governance, data standards, entity and hierarchy data. Mr. Olson has a track record of leading software engineering, data quality, and risk and compliance projects and programs for Kingland’s global banking and audit clients. With more than 15 years of Kingland Systems experience, Mr. Olson has significant expertise in data management, quality assurance, systems engineering, and process engineering and improvement. He holds a Bachelor of Science degree from Iowa State University with specializations in electronic business, economics, and finance and has earned the Project Management Professional (PMP) and Certified Scrum Master (CSM) designations.

Hubert is Senior Vice President of Reference Data at Interactive Data. He is responsible for the global terms and conditions, legal entity and corporate actions data business of the Pricing and Reference Data division of Interactive Data. Hubert has had a long career with senior positions in the financial market and reference data industry at firms such as Reuters, Xignite and Chi-X. Hubert was one of the founders of Cicada Corporation which provided data management infrastructure to global exchanges.

Ed Robertson, CFA, Co-Head Financial Institutions Group and Managing Director at Situs, provides specific focus on M&A advisory and due diligence, loan portfolio advisory and due diligence, best practices consulting in all aspects of finance, banking, loan portfolio analytics as well as data project aggregation and validation. Ed has more than 30 years of finance experience in the commercial, international, correspondent, mortgage and retail lending, as well as 15 years as Chief Financial Officer of two Fortune 100 Commercial Bank divisions.

Prior to joining the Situs team, Mr. Robertson created the Commercial Loan Services Division at Clayton, where he developed and managed many large engagements with the FDIC, Barclays Bank, Sovereign Bank, Union Bank and Columbia Bank. In 2007, Mr. Robertson joined Cerberus Capital Management as Chief Financial Officer of the operating company, Aegis Mortgage, an Alt-A Residential Mortgage lender. Prior to that, Mr. Robertson spent six years as Chief Financial Officer of the Commercial Group at Washington Mutual and led the Washington Mutual Special Servicing Group with over 450 employees and seven years as the Chief Financial Officer of Barclays Capital, Latin America.

Mr. Robertson is a Chartered Financial Analyst (CFA) and received his MBA from the University of Pittsburgh, and BS in Business Administration from the University of Florida.