Matthew Bernstein Email & Phone Number

New York, Ny, Us

Leveraging 20+ years’ experience managing information, to help companies assure compliance with data privacy, regulatory retention, and other information governance requirements. Applying lessons learned in the highly-regulated global banking industry to reduce risks, mitigate potential penalties, and lower costs.Enterprises need to develop and implement technology, defensible policies and procedures, and sustainable operations. Testing of compliance with governance policies, procedures, and operating requirements should be ongoing, before a regulatory enforcement action or consumer request. Robust responses to regulators or consumer advocates can demonstrate good faith efforts and perfection is not a requirement.

Frankfurt Am Main, Hessen, De

Global responsibility for Records Management, Archiving, and eDiscovery Operations, including• Retention and disposal of data, including electronic communications and voice, unstructured, and application data.• Data retrieval operations for legal inquiries and regulatory enforcement actions (eDiscovery).• Responding to regulators and monitors, including DOJ, NYSDFS, and FINRA.• Strategy, governance, operations, and technology, with a staff of 400 and a €90 million budget. • Records management and archiving support for the Bank’s compliance with MiFID II, Dodd-Frank, Living Wills, GDPR, and Brexit requirements, as well as other regulatory authorities.• Instituted and chaired Deutsche Bank's Records Management and Archiving Committee; with the Bank's CISO and CDO, responsible for information governance at Deutsche Bank.

Frankfurt Am Main, Hessen, De

• Developed and managed the implementation strategy and transformation plan to completely re-engineer Deutsche Asset Management’s front-to-back portfolio management by adopting Blackrock’s Aladdin system, a three-year €150 million program.• Governed the newly-merged Asset and Wealth Management divisions’ IT budget, reducing a €220 million “ask” to an €85 million budget.

Frankfurt Am Main, Hessen, De

Managed the group's IT strategy, and responsible for client portfolio analysis across RREEF’s global real estate funds platform.

MRIT is a newly-established residential mortgage loan securitization and investment venture, focused on returning liquidity and structure to the non-Agency markets.

Built, from founding, and managed all finance and operational functions for Mount Kellett Capital investment fund and management companies, a $1.8 billion special situations fund and a global investment management organization.

Frankfurt Am Main, Hessen, De

Managed the finance functions for all RREEF funds, including direct real estate and infrastructure funds, and private equity funds of funds, totaling over €60 billion in assets under management.