The HELIXsystem Process Assembler, from Myrror, delivers machine-generated Digital Twins that are 100% accurate, update continuously in real time, and can replicate any legacy implementation regardless of complexity, fragmentation, or heterogeneity.HELIXsystem Process Assembler captures every interaction across every messaging environment, every time, which is the new standard for process Digital Twins. HELIXsystem is based on proven, unique, and patented technologies and is available as a pilot to prospective customers.

Strategic consulting, interim management, and advisory services to financial institutions and financial technology firms on data issues and opportunities, and specifically on data governance and management, and on data-related product development and management, standardization, regulatory compliance (GDPR, DFS 500, BCBS 239), analytics, technology (including semantics, Blockchain, and the Internet of Things / IoT), privacy, and cybersecurity issues (such as Data Loss Protection). Also, consulting on corporate and regulatory strategy, innovation, and organizational improvement. 2023 - Advising a leading standards development organization on strategies and tactics to address the opportunities provided by the newly passed Financial Data Transparency Act of 2022.dba Financial Semantics Collaborative. Employee of RGP Resources from December 2016 - May 2017, in Data governance practice. Advisor to Blockchain Investment Group (2017) and Chief Compliance and Chief Data Officer for HeliosData, (2017-2018) and providing advisory services to other firms in the FinTech and RegTech sectors.

Helios Data Inc. is a Silicon Valley technology company and an MIT Media Lab collaborator that ispioneering the development of a state-of-the-art enterprise network data transparency and monetization platform.

Responsible for development of regulatory compliance platforms and services for new-generation data-driven statutes and rules, utilizing machine learning, semantic technologies, and other advanced data science tools. Developed Accenture Technology's "end-to-end" platform offerings for the European Union's General Data Protection Regulation (GDPR), and for expansion into other regulatory compliance domains. Advised clients on data governance, and on establishment of Chief Data Officer roles and offices.Founding member of Accenture Technology’s Chief Data Office practice, with specific responsibility for development of regulatory compliance products for data-driven statutes and rules, utilizing machine learning, semantic technologies, and other advanced data science tools. Designed end-to-end platform for compliance with the European Union’s General Data Protection Regulation (“GDPR”).

Developed and managed enterprise-wide data governance function, reporting to Chief Data Officer. • Established policies, data governance structures and processes, compliance, metrics, data standards, and technology proofs of concept. • Supported compliance for regulatory mandates, including BCBS 239 and anti-money laundering (AML). • Member of Information Security, Architecture, and other enterprise boards; Member of Emerging Technology team (i.e., Blockchain). Thought leader on semantic technology, data standards, and financial data regulation. Speaker or delegate at industry forums (e.g., SIBOS). State Street board member for Enterprise Data Management Council.

Advised the Deputy Director and Chief Business Officer, Data Center on policy, operations, strategy, and data-related special projects (including “big data”). Focused on data standards (including the Legal Entity Identifier, LEI), risk data, organizational development, regulatory rule-making, data improvement, and interagency sharing. Co-investigator on digital financial contract semantics research initiative. Staff “lead” for OFR’s Financial Research Advisory Committee, Financial Services and Risk Management Subcommittee. Coordinator of Financial Stability Oversight Council (FSOC) Data Committee. Member of Financial Stability Board Data Gaps Implementation Group; Member, White House Task Force on Smart Disclosure (see report link - below): Speaker and panelist at financial information and risk industry events, including PRMIA, ISITC, MIT Chief Data Officer Forum, Consortium for Systemic Risk Analytics, Boston Securities Analysis Society, XBRL International, Financial Services Roundtable.

Responsible for SEC excellence in data and advanced analytics, including: 1) Data: acquisition, stewardship, standards, and architecture; 2) Acquisition/design of analytics and analytical tools; 3) Office of Interactive Data (see below), and; 4) Tips, Complaints and Referrals: business owner of the SEC’s program. Part of Dodd-Frank rule-making, and identification/acquisition/deployment of forensic and risk technologies to improve the success of investigators and examiners. Team of 15. Role includes extensive cross-agency collaboration. Founding member of the “Linchpin” team that proposed and promoted the “Legal Entity Identifier” (LEI) standard.

Recruited by Chairman to create/lead this new Office. Built/led team that designed, and continues to implement the agency’s “interactive data” transparency initiative to transform SEC disclosures from to structured data (e.g. XBRL, XML), and promote the use of computational (e.g., "big data") analysis by the SEC. Dual report to Chairman and to Chief Accountant. Managed 10-15 direct, others via matrix. While Director, OID:• Regulation: Helped write and gain adoption of rules requiring XBRL disclosures of public company financial statements, mutual fund reports, and ratings. Collaborated with Directors and senior staffs, other Divisions, and Chairman’s Office on rules for other disclosures, including for Dodd-Frank. • Operations: Developed/acquired/deployed the multiple technologies, taxonomies, training, and compliance/QA monitoring “on-time, on-spec” in 2009, with no interruptions since. Cited as a model for global regulators. • Communications and Thought Leadership: Executed education and communications activities in support of interactive data and XBRL. Carried out >70 speeches, seminars, webinars, and panels globally, and participated in numerous academic and industry conferences on regulation, technology, corporate governance, compliance and financial transparency. • Analytics and Analysis: Oversaw procurement and deployment of first enterprise and desktop interactive data tools to SEC staff, to improve quality and effectiveness of examinations and investigations.• Collaborations: Supervised activities of standard setters involved in XBRL technologies and taxonomies (XBRL-US, FASB, IASB/IFRS). Consulted on interactive data issues by governments, US agencies, and NGOs. Participant in White House Open Government initiative.Honors include “Capital Markets Award” for Interactive Data, 2008, and “Chairman’s Award for Excellence” for Flash Crash.Merged OID into the new Division of Risk, Strategy and Financial Innovation in Spring, 2010.

Led 20+ staff / $10 million provider of equity coverage, investor relations, and compliance products to public companies. Stabilized unit, then grew it to record revenue and profit. Innovated new models of retail and institutional equity research to expand coverage.• Directed multiple, simultaneous re-launches of web-based and “legacy” products.• Globalized more than 10 products and services, including issuer-sponsored equity research.• Negotiated equity research relationships with global securities exchanges and others.Participated in S&P M&A deals, supervised through spin-off S&P’s structured finance analytics unit, member of Emerging Markets Council. Thought leader on emerging methods and technologies of equity research.

Co-led turnaround and sale of $60 million global real-time fixed-income financial commentary unit.

Director of Strategic and Advisory Services / Director of Enterprise AccountsCreated consultancy unit to provide strategic counsel to “Top 50” clients. Devised and successfully deployed web-based products to deliver customized news, data, and analysis.Director of Strategy and Business DevelopmentLed Division business planning. Identified and executed globalization, licensing, industry partnerships, and joint venture initiatives, as well as web-based collaboration and e-commerce models. Completed niche acquisitions

Directed budgeting, performance measurement, strategic planning, and disaster recovery. Also: Consultant, Fidelity Institutional Investment Services. Developed market strategy and implemented reengineering techniques for the Broker/Dealer transfer agency.

(Global management consultancy) Manager, Strategy Discipline. Led strategy and integrated (strategy/IT/operations) teams that developed and implemented solutions to critical challenges of client firms. Representative engagements included: • Identified Customer Service Opportunities: Identified customer service, channel, and segmentation diagnostics for a $2+ billion unit of a European chemicals and pharmaceuticals maker.• Designed Business Strategy: Developed competitive analysis and strategy for the $400 million polymers unit of a Fortune 20 chemicals and pharmaceuticals maker.

Manager, 1990-1992; Senior Consultant, 1988-1990. Led teams that advised client senior executives on strategy, operations, and organizational effectiveness. Responsible for project planning and profitability, and thought leadership. Directed new consultant training. Appointed by Vice Chairman to strategic planning task force. Engagements included:• Redesigned Business Processes to globalize a medical diagnostics division, by reengineering and integrating its network of single-nation operations. • Devised and Implemented Growth Strategy and operational plan for the credit card unit of an airline.• Developed Performance Measures for a "Big 3" car maker. Designed integrated product, marketing and sales metrics for a comprehensive performance measurement and feedback system.

Responsible for strategic planning and finance for this developer of software engineering products for avionics and transportation.

(Leading global management consultancy.)Senior Business Analyst (Pre-MBA Program). Member of strategy, organization, and operations consulting engagement teams. Particular focus on healthcare, and medical technology, and consumer products industries.