Responsible for defining, documenting and implementing the Enterprise Data Governance Program. This includes the development of Framework, Policy, Standards and Procedure artifacts as well as Data Owner & Steward procedures and training materials. Established and Chair the Data Governance Council to oversee all aspects of managing Eastern’s Data Governance Program principals of Data Acquisition, Transformation, Storage, Elimination, Access and Quality. For soft-skills: Team builder, relationship builder and adept at negotiating with stakeholders. For program-skills: Vendor product review, selection and implementation used in the execution of Defining, Tracing and Controlling Eastern Bank’s critical Data has been a fundamental component of this role, along with defining the appropriate business Domains and Data Families. For technical-skills: Establishment of a SQL-based data quality database housing Critical Data Inventory, Business Terms, DQ test scripts, DQ rule summary and detail results. Accountable for the development of Power BI dashboarding for Executives, Data Owners & Stewards. Establishing work-flows to recognize data issues, notifications, findings and data remediation status. Experienced in Data Privacy & Classification, Obfuscation/Masking, Lineage with in-house development and Gartner Magic Quadrant industry leaders. Experienced with Informatica IDQ, EDC, IBM Infosphere Governance Catalog and Collibra.

Developed and implemented entity-wide Data Management Program, trained data stewards throughout the organization on best practices and consistent applications. Direct Accountability for all Commercial and Retail credit data, all Deposit, Market and Interest Rate Risk data, AML/OFAC/etc Compliance data. Oversight of data steward execution for defining, tracing and controlling the critical data relative to the Data Standards and Policies. Cultivated partnerships between IT, data owners, system owners and Business Lines. Established a repeatable and manageable Reference Data Management processes for SBNA.

Accountable for the safeguarding the data supporting all Commercial and Small Business loan portfolios; establishing sound data interrogation rules supporting BCBS 239 principles; impact assessments for proposed Change Requests. Led the development and implementation of a SQL-based DQ scripts feeding an Access database with a Tableau reporting layer.

Accountable for creating a cohesive integrated Credit Policy and Underwriting Guidelines upon the merger of TD Banknorth and Commerce Bank; created sound Portfolio Management strategies during the economic downturn in effect at the time. Led quarterly portfolio analysis and review with OCC, FDIC and Federal Reserve examiners.

Managed all weekly, monthly and quarterly reporting for the Bank and Holding Company, includingY9C, Call Report, Y9LP, Selected Assets, etc. Hired and trained staff on functional duties and processes. Supported all reporting through 4 different acquisitions (some $10B+) and the TD Group purchase of Banknorth.

Domestic Custody Fiduciary Controls Manager, Manager of Regulatory Reporting, Financial Controller for both Investment Management Back Office and Mutual Fund Services.