Michael Forquer Email & Phone Number

Primary responsibilities includeLeading and managing a team to support the departments in strengthening agency-wide data governance efforts to include development, maintenance and updating of strategic and tactical data strategies and roadmaps, including related data priorities, performance measures and indicators.Support the establishment, implementation.

Dallas, TX, US

Manage the execution of data stewardship initiatives including but not limited to Issue Management, Critical Data Elements, Data Classification, Data Quality, Data Lineage, Metadata, Data Retention, Data Privacy, and Data Protection. Provide direction for Data Governance and Value Generating activities including project planning, prioritizing requirements.

Austin, TX, US

Define and implement Data Governance policies, procedures, and standards while onboarding and leveraging a variety of best-in-class data management and governance tools and processes. Collaborate with business and IT to ensure accuracy and availability of data to drive the transformation of Kestra’s information capabilities.

Santa Rosa, CA, US

• Responsible for the accuracy and integrity of the managed information delivered to internal and external users. Develop and execute controls to improve data quality across the Association. Defining and cataloging data.
• Provide direction on the use of data for the organization.
• Define and catalogue critical data elements within the Association’s metadata repository. This includes supporting multiple data categories and interacting with individuals supporting each category.
• Communicate proper understanding and use of metadata requirements for data elements contained within the Association data warehouse.
• Collaborate with IT staff to develop strategies for warehouse implementation, data acquisition, and archive recovery.
• Recommend consistent business naming standards for use across the Association; develop data definitions, standard calculations, and business rules.

Atlanta, GA, US

• Work to define and provide organizational oversight on proper governance and data management practices including the reach and management of enterprise data polices.Notable achievements while in the position have.

Atlanta, GA, US

• Supported a number of projects related to the various vendors that supplied Dealer/Advisor information to the team and department. Notable achievements while in the position included:- Created and implemented a number.

Atlanta, GA, US

• Made decisions on the behalf of the management team regarding system enhancements, internal processing guidelines, and industry-specific processes.Notable achievements while in the position included:- Created, pitched.

Atlanta, GA, US

• Managed the Advisor and Dealer File Administration Processing teams consisting of 12 representatives and an assistant supervisor through a proactive approach to training and development on position best practices.
• Directed the completion of suspended or rejected NSCC trades, monetary and non-monetary requests and delivery of commissions 12b-1 payment files.
• Led department training for 200+ employees on Microsoft Excel and Project Management.Notable achievements while in the position included:- Served as the departmental Disaster Recovery Coordinator, leading procedure.

Atlanta, GA, US

• Directed the efforts of a high performing Specialized Processing team consisting of 17 representatives and an assistant supervisor through a proactive approach to training and development on position best practices.
• Led in a manner that ensured accurate completion of all requests related to death, divorce, required minimum distributions and excess contributions. Notable achievements while in the position included:- Recreated and.

Atlanta, GA, US

• Managed the high performing Retirement Plans New Sales team consisting of 15 representatives and an assistant supervisor through a proactive approach to staff training and development.Notable achievements while in the.