AREA OF EXPERTISEData Management Data Governance Bank Regulation Bank Operations & Technology Counter-party Data
David is a senior financial services professional with 25+ years of experience in establishing and leading enterprise Data Management and Governance programs in support of the risk and compliance functions at several different banks. His credentials include significant involvement and detailed knowledge in a wide range of financial regulatory directives including AML/KYC/BSA; Dodd-Frank/CCAR & Enhanced Prudential Standards; BCBS 239 Principles; Basel III, MiFID II, etc.
David is First Senior Vice President at Valley National Bank in New Jersey. He is also an active participant and former board member of the Enterprise Data Management (EDM) Council; a regular speaker/panelist at FIMA North American Reference Data Conferences; and was a leading member of the SIFMA-led Working Group that completed the industry-wide “Requirements for a Global Legal Entity Identifier (LEI) Solution.
From 2014 to 2016 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 in support of the bank's first successful Dodd-Frank CCAR submission. David was previously at BNY Mellon responsible for leading the firm`s Enterprise Client Data Management Program as part of the firm's merger integration. Prior to BNYM, he was Global Head of Counter-party Data Operations at UBS Investment Bank and spent a major part of his career at JPMorgan Chase (and predecessor firms) in a variety of leadership roles in Counter-party Data Management, Credit & Lending Administration, Syndicated Loan Operations and Credit Risk Technology.
BS in Economics - The Wharton School, University of Pennsylvania
MBA in Finance - Zicklin School of Business, City University of New York