Attendee Information
Resources
Corporate
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Aaron Zornes
Chief Research Officer
The CDI Institute
Aaron Zornes is the founder and chief research officer of The CDI Institute. Mr. Zornes is a noted speaker and author on Global 2000 enterprise IT issues and is the most quoted industry analyst on the topics of customer data integration' (CDI), master data management (MDM), and data governance. Mr. Zornes is also the editor and lead contributor to DM Review's CDI Newsletter as well as the monthly columnist for both CDI and MDM. Prior to founding The CDI Institute, he was founder and executive VP of META Group's largest research advisory practice for 15 years. Mr. Zornes also held line and strategic management roles in leading vendor and user organizations, including executive and managerial positions at Ingres Corp., Wang, Software AG of North America, and Cincom Systems. Mr. Zornes received his M.S. in Management Information Systems from the University of Arizona. |
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Jim Ericson
Editorial Director
DM Review & BI Review
As Editor-in-Chief Jim Ericson is responsible for developing and executing all aspects of editorial content for DM Review and for ensuring that the magazine maintains its positioning as the undisputed market leader in the business intelligence arena. He is also Editorial Director at Business Intelligence Review. Mr. Ericson has a proven track record in building excellent teams and strong editorial products.
Most recently, he was editorial director and senior news editor at Line56 Media, a multimedia publishing company serving consumers of e-business technology in the public and private sectors. Before joining Line56 Media, Mr. Ericson worked as a managing editor at MSNBC and was a senior morning news producer for the NBC radio network. His mainstream news background enables him to speak with technology consumers and to address the issues of relevance for the end-user readership. Mr. Ericson has written extensively on a variety of topics on e-business, including application integration, portals and content management, and Web services. His stories have been widely reviewed and excerpted in corporate and consulting publications, and academic sites.
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Ed Allburn
President & CEO
DataDelta, Inc.
Mr. Allburn is a 19-year industry veteran and President/CEO of DataDelta, Inc. which provides CDI-MDM consulting and patent-pending, vendor-neutral match accuracy analysis software used to analyze & optimize the match accuracy of Data Quality, CDI & MDM vendor match engines including custom, in-house match engines. Mr. Allburn has held senior technical and strategic management positions in the fields of Database Marketing, Data Quality, CDI and MDM for industry leading companies such as Metromail / Experian, the IBM TJ Watson Research Center, Firstlogic and Group 1 Software. During his career Mr. Allburn has been responsible for over 200 successful CDI projects in banking, telecom, catalog and other industries. He is an international speaker and instructor for CDI-MDM Workshops, a contributor to DM Review and other publications, and a recognized Expert Witness in the Data Quality and CDI-MDM industries. |
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Ron Agresta
Solutions Manager
DataFlux Corporation
As solutions manager at DataFlux, Ron Agresta works closely with the research and development team to develop solutions that leverage the award-winning DataFlux technology platform. He is responsible for the creation of the DataFlux solutions roadmap and has extensive experience in product life cycle management with data quality management software. A DataFlux employee since 1999, Mr. Agresta helps develop methodologies for the entire suite of DataFlux Accelerators and speaks extensively within the data management community. |
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Salman Akhtar
Co-CEO
Techlogix, Inc.
Salman Akhtar is co-CEO of Techlogix, a global consulting and IT Services company. He has led the development of Techlogix's proprietary platform tuned MDM implementation methodology and overseen its successful implementation at multiple Fortune 100 companies. His special interest is the rapid convergence of Master Data, BPM, integration and analytics in delivering high performance information architectures for large enterprises.
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Tarun Batra
Co-Founder & President
LumenData, LLC
Tarun Batra is the President of LumenData, LLC. Prior to LumenData, Mr. Batra led the MDM and Business Intelligence Consulting Practice at Oracle for North America. He has been a frequent speaker at Industry conferences focused on MDM and Data Quality. Prior to Oracle, Mr. Batra built the MDM consulting practice from the ground up at Siebel creating a dominant position for Siebel in the MDM space. He also built the West Region CRM consulting practice at Siebel in the early days and was directly responsible for successful implementations of strategic customers. Mr. Batra has held senior leadership roles at Archive, Inventa and Sybase and has a very strong track record of building successful consulting practices from ground up for emerging technologies. Mr. Batra holds a Bachelor of Technology (Electrical Engineering) from Thapar Institute of Engineering and a Master’s degree in Management Information Systems from the University of Texas.
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Alex Berson
Executive Director, IBC Technology
JPMorgan Chase & Co.
Alex Berson is an internationally recognized expert, author and educator in various areas of information technologies. He is an Executive Director in the Investment Banking Technology at JPMorgan. Prior to joining JPMorgan, Alex Berson held key technology and management positions in companies like BearingPoint, Entrust, Merrill Lynch, enCommerce, Dun & Bradstreet, PricewaterhouseCoopers, Solomon Smith Barney and other, including a thought leadership role of BearingPoint Fellow as well as the executive roles of co-CTO of Entrust Inc.(NASD: ENTU), CTO of enCommerce (Internet Security company), and CTO of TechPar Group – a boutique strategic business and technology advisory company.
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Alexander J. Black
Senior Partner, Customer Solutions
Computer Science Corporation
Alexander J. Black is a senior partner and the head of strategy for CSC’s Customer Solutions Practice. He is responsible for CSC’s sales, marketing and service offerings that comprise CRM. Mr. Black has over 25 years of broad-based experience in information systems, finance, sales and marketing. He has specialized in directing consulting engagements that develop a client’s vision and strategy and transform business processes and information systems to achieve the organization’s growth objectives.
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Christopher Blotto
CDI Solutions Partner
BusinessEdge Solutions
Christopher Blotto is the CDI Solutions Partner at BusinessEdge Solutions Inc. Mr. Blotto works with many Fortune 1000 clients to understand their challenges, define their information management strategy, and to implement customer centric processes, methodologies, and technology solutions that enable enterprise wide insight and alignment. Over the past 13 years, Mr. Blotto has worked with global organizations across various industries focusing on complex data integration programs. His diverse industry exposure and knowledge, coupled with his global experience, is often requested to define and implement creative solutions for the most challenging client-focused programs.
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Martin Boyd
VP, Marketing
Silver Creek Systems
Martin Boyd leads strategic positioning and market expansion for Silver Creek Systems, a technology leader in product data solutions for PIM and MDM. His fifteen plus years in Product Management and Strategic Marketing for enterprise software companies brings broad understanding of the practical data issues and real-world solutions required to standardize and integrate disparate data sources within the information supply chain.
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Charles V. Bryant
VP, Client Services & Production Operations
Austin-Tetra, an EQUIFAX Company
Charles Bryant joined Austin-Tetra an EQUIFAX Company in October 2004 and brought to the management team over 20 years experience in the area of information technologies and client engagement management. He is responsible for the management of all client service and production related activities at Austin-Tetra. Prior to joining Austin-Tetra Mr. Bryant has held various positions within information technology and client service organizations for Totality (Verizon Business), BroadVision, StratCon, BCA and TRW while working in fortune 500 and market leading companies in retail, telecommunications, travel, health industries as well as government entities. Mr. Bryant holds a Bachelor of Science Degree in Computer Science and a Masters Degree in Business Administration from Southern Methodist University.
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Gregory R. Burke
Executive Vice President
De Lange Laden/Rabo Bank
Gregory R. Burke is the Executive Vice President and Director of Risk Management at De Lage Landen Financial Services, (DLL) headquartered in Eindhoven, the Netherlands. DLL is a Vendor Finance company, operating in more than 30 counties worldwide, providing asset-based financing solutions to equipment manufacturers.
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John Butler
Senior Director of Technology
Reed Elsevier Inc.
John Butler has served Reed Elsevier for 4 years as senior director of technology and customer champion. Reed Elsevier is the parent company of LexisNexis, Elsevier and Reed Business. In his role, Mr. Butler provides thought leadership, governance and program leadership to the various business units across the world. In his efforts on behalf of customers, he built a resource center showcasing best practice, leads a customer information forum and successfully lobbied to implement customer advocacy measures. |
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Thomas V. Carlock
VP, Corporate Data Management
The CIT Group
Thomas Carlock is Vice President of Corporate Data Management for The CIT Group, a global financial services company. Mr. Carlock has over 15 years experience in managing application development and data integration projects. He spent the last two years developing a corporate data management program. The data management program is focused on delivering a single view of CIT’s global data by establishing data governance and implementing data quality processes and procedures to allow CIT to manage data as a valued corporate asset. |
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Sean Cassidy
VP, Product Management
Initiate Systems, Inc.
As vice president of product management, Sean is responsible for identifying and quantifying market opportunities, defining software and services products that are market driven, and creating and implementing product go-to-market strategies. Sean has 15 years of enterprise software consulting, architecture, design, and management experience in the financial services, telecommunications, utilities, transportation, e-commerce and healthcare domains.
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Peter Caswell
President & CEO
Siperian, Inc.
Peter Caswell has more than 25 years of experience in the software industry, thirteen of which were with venture-backed, high-growth enterprise software companies. Prior to joining Siperian as CEO in 2006, Mr. Caswell was president and CEO of Advent Software after serving in executive capacities, including VP Field Operations, SVP of Sales and Marketing, and chief operating officer. Previously at MSA, Mr. Caswell managed sales in the manufacturing and distribution market segment across Western Europe before being transferred to the U.S. to first oversee sales and marketing efforts and then to serve as General Manager of the West Coast Division. Prior to MSA, Mr. Caswell served at Hogan Systems where he was responsible for managing Western Europe and the company's commercial and wholesale banking business. During his tenure at Hogan Systems, Mr. Caswell was credited for guiding strategic accounts initiatives in domestic banking in the United Kingdom.
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Mark Clare
VP, Data Integration Services
TIAA-CREF
Mark Clare is the Vice President of Data Integration Services at TIAA-CREF with management responsibility for Master Data Management, Enterprise Data Movement and Business Intelligence. This includes the enterprise-wide data management strategy, standards, policies, processes and architectural functions in the organization. Mr. Clare is responsible for driving “best practices” data strategy and management in concert with the implementation of new technologies and architecture to ensure the success of all data related business initiatives. In addition, he has led the creation of the Enterprise Data Management (EDM) Program, whose mission is to develop and execute a framework to deliver data that is reliable, available and consistent to maximize the quality of the products and services delivered to TIAA-CREF’s customers and employees. |
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David Codelli
Group Marketing Manager
Sun Microsystems, Inc.
David Codelli is Group Manager of Segment Marketing at Sun Microsystems. He holds a bachelor's degree in Information and Computer Science from Georgia Tech. A 15 year veteran of business integration, David integrated systems and applications in healthcare, financial services, and manufacturing before becoming product manager of the flagship eGate Integrator product from SeeBeyond Technologies Corporation, which was later acquired by Sun Microsystems. |
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Jeff Cortley
VP-GM, Data Management Business Unit
Alcatel-Lucent
Jeff Cortley’s team delivers solutions that enable data management organizations to control the entire lifecycle of customer and enterprise information including storage, access, optimization, integrity, federation, identity management, security and analytics. Most recently Mr. Cortley was Director, Product Management for Service Enablement and Emerging Applications for Lucent Technologies. Previously, he was Director, Mobility Strategy & Business Development where he oversaw the strategic direction and growth of Lucent's Mobility Business Unit. Additionally, Mr. Cortley was Director of Marketing and Strategy for Lucent's e-Services Group where he led the integration and rationalization of the messaging, billing, and intelligent network product portfolios. He holds a B.S. degree in Technology Management from Rensselaer Polytechnic Institute and a MBA in Business, Economics, and Public Policy from The George Washington University. |
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Tim Paydos
Director, Strategy & Marketing
Master Data Management & Information Solutions
IBM Information Management
As Director, IBM Master Data Management & Information Solutions, Tim Paydos is responsible for IBM's strategy in support of government agencies and commercial leaders who seek to leverage the value of their information assets to address their most critical information intensive business problems. He is a seasoned strategy & marketing professional with over 15 years in the solutions business. Experiences outside IBM include Customer Business Development and Operations for Procter & Gamble, and Vice President of Marketing at Syncra Systems, a leading application provider in the business to business space. Through his career Tim has worked with clients from across industries, including Ford, Ahold, Wal-Mart, Kraft and Unilever.
Tim holds a BA from Harvard University, lives in Connecticut with his wife and
two daughters, and for relaxation serves as a nationally certified fire/rescue instructor and Captain in the Simsbury Fire Department. |
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Kanon Cozad
SVP & Director of Application Development
UMB Bank
Kanon Cozad has nearly two decades of information technology experience in both the corporate and consulting. He has held a number of diverse technical and managerial roles during his career, and currently serves as Senior Vice President and Director of Application Development at UMB Bank, where he is responsible for all software application development and implementation. He also is responsible for UMB Bank's overall technical architecture strategy, and oversees the bank's information integration activities. |
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Clayton Crawley
CIO
Church Pension Group
Clayton Crawley has worked for the Church Pension Group, the financial service organization for the national Episcopal church, since 1999 and has served as its CIO for the last last three and a half years. Clayton's work with CPG, which consists of five distinct but interrelated business units, has to balance the needs of a complex multi-business enterprise with the goal of boutique-level service internally and to its clients. Before coming to CPG, Clayton served as Associate Rector at All Saints' Episcopal for five years and co-founded an internet start-up in San Francisco. Clayton is an ordained Episcopal priest and has degrees in theology and music. |
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Stefanos Damianakis
President
Netrics
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Michael Eason
Vice President
Capital One
Mike Eason is Vice President at Capital One, one of the nation's largest banks and a top five credit card issuer. During his nine year career at Capital One,he has been a key leader in establishing the company'sanalytical foundation for their Information-Based Strategy (IBS). Mr. Eason has led the implementationfor the marketing, servicing, account management, and rewards data warehouses for the 50+ million account Credit Card division. This work includedthedata integration into thecompany's world-class statistical and decisioning environments as well as establishing data stewardship processes. |
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Tony Fisher
President & CEO
DataFlux
Tony Fisher joined DataFlux in September 2000 as President and CEO. During that time Tony has guided the company through tremendous growth to become a market-leading provider of technology for data quality, data integration, data governance and master data management. A noted thought leader on emerging industry trends, Tony has authored articles for CIO Magazine, Computerworld and ZDNet and delivered keynote addresses at Customer Data Integration, Master Data Management, and Data Governance events.
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Joshua M. Flum
VP, Pharmacy Systems
CVS Caremark
Josh Flum has been an executive with CVS Caremark Corporation since July 2004. Josh began his career at CVS Caremark in Store Operations with leadership positions in both Front Store and Pharmacy Operations. He is currently the Vice President for Pharmacy Systems. Prior to joining CVS Caremark, Mr. Flum spent three years with The Boston Consulting Group specializing in the Consumer and Retail Practice Area. Mr. Flum is a graduate of the Yale Law School and spent the first years of his professional career clerking for the Honorable Edward R. Becker, Chief Judge of the United States Court of Appeals for the Third Circuit, then at the law firm of Miller, Cassidy, Larroca and Lewin, LLP.
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Richard Flynn
Senior Enterprise Architect
Dun & Bradstreet
Mr. Richard Flynn is a Sr. Enterprise Architect at Dun & Bradstreet (D&B), the leading provider of global business information, tools and insight. He has been with D&B since 1985. Mr. Flynn is responsible for the architectural direction of D&B’s Data Supply Chain and advancement of the technology used to manage the Enterprise Data environment specifically around data discovery and data profiling. Understanding the data within the organization is a critical success factor for eliminating redundancy and maintaining high data quality.
Involved with technology for over 20 years, Mr. Flynn’s experience also includes Program Management of Global Products and MDM applications in D&B’s Data Supply Chain. |
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Robert Fox
Director of Information Architecture
Alltell
Robert Fox is the Director of Information Architecture at Alltel, the fifth largest wireless telephone carrier in the US. He is a contributor to industry trade journals and has spoken at universities and conferences in the areas of large-scale analytical repositories, meta data management, master data management, data quality, and closing the loop on business intelligence. |
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Robert Friedrich
VP, Enterprise Data Architecture
Equifax, Inc.
As the vice president of Enterprise Data Architecture, Robert Friedrich is responsible for developing enterprise data assets and services, including customer data integration and master data management, to support global growth strategies. Prior to joining Equifax, Mr. Friedrich was a Senior Principal in the Information Management Practice at HP. Mr. Friedrich has over 16 years of experience managing IT and business operations including both management consulting and industry efforts with an emphasis on information and data management. He has made these contributions to Fortune 100 corporations such as Merrill Lynch, Bank of America, Deloitte & Touche, British Petroleum, and Capital One. His work experience has covered a broad geographic spectrum from the US, to Switzerland, France, Spain, Italy, Germany, England, and Malaysia. |
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Todd Goldman
VP, Marketing
Exeros
Todd Goldman comes to Exeros with more than 15 years experience as a general manager and marketing executive. Before joining Exeros, Mr. Goldman was Vice President of Marketing for ScaleMP, a venture-funded company supplying enterprise middleware software to OEM computer manufacturers. |
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Tom Gulman
Retired
Shell
Tom Gulman has worked in the Exploration and Production area of the Oil Industry for 33 years. He recently retired from Shell after 28 years where he held jobs in Resource Management, Applications Development, Integration and Data Management and most recently as Data Architect on a Global SAP implementation for Shell E&P. He has worked in 7 countries on 4 continents.
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Bob Haganau
Co-Founder & VP, Product Management and Corporate Development
Purisma, Inc.
Mr. Hagenau's 20 year career in the software business includes positions as a key player in multiple successful start-ups as well as well-known public companies. Currently he is responsible for the definition of Purisma's product strategy, positioning of solutions and corporate development activities. |
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Umesh Hari
Principal, Information Management
Deloitte Consulting, LLP
Umesh Hari is a Principle in the Information Management Practice and is based in Houston, Texas. As information continues to be the key asset of business today, Mr. Hari recognizes the problems industries face dealing with large volumes of data. During the past 10 years, he has gained deep experience in designing and implementing large business intelligence, data warehousing, data management and data integration projects in Oil & Gas, Utilities, Energy Trading, Capital Markets and Financial Services. Mr. Hari has also helped several clients formulate their of data management strategy leveraging data governance, data quality, master data and meta data technologies.
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Peter Harvey
President & CEO
Intellidyn
Peter Harvey spent 20 years as a senior Fortune 50 marketer in Direct-to-Consumer Marketing, Risk Management and Data Warehousing, designing and implementing more than 1,200 direct marketing programs for companies such as NYNEX Corporation, Chase Retail, GE Capital, and Bank One. In 1998, Harvey founded Intellidyn to deliver data products and highly-advanced analytic tools and services for marketers, and has built an award-winning technology platform to deliver the "atomic-level" data he had sought while working in the corporate world. Harvey holds degrees in both engineering and finance is a recipient of the Ernst & Young Entrepreneur Of The Year® Award for Realizing Business Potential.
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Kirk Haselden
GPM MDM
Microsoft - Office Business Platform
Kirk Haselden has been with Microsoft for 12 years and is the group program manager for Master Data Management. Kirk drove the selection and recent acquisition of the master data management company Stratature. Previously, Mr. Haselden was the development manager for SQL Server Integration Services. He is the author of a comprehensive reference for Integration Services through Sams Press and is currently working on the second edition called SQL Server Integration Services Unleashed. |
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David Haselmann
Director of Global Data Governance
Franklin Templeton Investments
David Haslemann is the Director of Global Data Governance at Franklin Templeton Investments. Mr. Haslemann has worked in the financial services industry for 15+ years and for the past three years has been involved in the implementation of the Data Governance, Data Stewardship, and Metadata Management frameworks at Franklin Templeton Investments. He holds a BA in Finance from San Jose State University.
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Robert Hillard
Managing Director and Global Solution Leader, Information Management
BearingPoint Financial Services
Robert Hillard is an Information Management specialist who has worked across industries and geographies, but specializing in financial services. Working with regulators he helped pioneer the use of XBRL for financial collections and with financial institutions he has helped make data a key driver for business architectures. Robert is a regular speaker and lecturer on data management topics and a past president of The Data Warehousing Institute in Australia. Robert joined BearingPoint in 1998 and has since grown the Asia Pacific Information Management practice into one of the largest in the region. Prior to BearingPoint, Robert was well known the industry specializing in Data Warehousing and analytical systems.
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Daniel B. Holle
MDM Support Manager
Pfizer
Daniel Holle is in charge of all support processes concerning the enterprise MDM program at Pfizer. Based in Groton, CT, Mr. Holle's responsibilities include data stewardship recruitment and training throughout both IT and the business units that work with the various classes of data in the MDM environment. Following six years as a United States Naval Officer, he has over 20 years of experience with data management, business intelligence, and IT solutions in various industries, including pharmaceutical, insurance, state government, and legal. A certified Project Management Professional (PMP), his formal education includes a B.S. in Systems Analysis from Miami (OH) University and an M.S. in Systems Management from the University of Southern California. Mr. Holle is presently working toward a PhD in Knowledge Management.
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Aiden Holton
General Manager, Finance & IT
Irish Life & Permanent
Aidan Holton is the General Manager for Finance and Information Technology at Irish Life – the Life & Pensions arm of the Irish Life & Permanent Group. Mr. Holton has worked in the financial services industry for 20+ years and for the past two years has sponsored the implementation of the Groupwide Clientcentricity, Data Governance, and Data Stewardship, program at Irish Life & Permanent. Having qualified as an Accountant with IL&P, he then moved on to Actuarial Studies and has run the Finance functions since the late 90’s and in recent years has also taken over the IT Development functions at Irish Life.
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Martin Hossfeld
VP of IT
Church Pension Group
Martin Hossfeld has over 10 years of information technology experience in the consulting, corporate and non-profit worlds. He has served in a number of diverse roles during his career, from Implementation Consultant to Project Manager to Teacher to IT Manager, working in Europe, Asia and North America. Currently, Mr. Hossfeld serves as Vice President of IT at the Church Pension Group, where he is responsible for all Oracle-based application development, implementation and operations, covering the functional areas of Finance, HR, and CRM in addition to the customer data hub implementation. Mr. Hossfeld received a Diploma from Christian-Albrechts-University in Kiel, Germany, and a MBA from Georgetown University in Washington, DC.
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David James
EBI COE Lead Architect for CI, Information Management & Data ArchitectureTeam
IBM CIO Office
David James is the Information Management services Lead for the IBM Enterprise Business Information group under the IBM CIO Office. He specializes in assisting clients in design and development of effective implementation of enterprise-wide data warehouse and business intelligence solutions, as well as all data management practices. He has also outlined the overall data strategy for the ISC and is currently working with all the Data Stewards, Data Architects and Data modelers on a data consolidation roadmap strategy.
Prior to joining IBM,Mr.James has provided consulting services to organizations from a variety of industries including financial, manufacturing, utilities, health insurance, government and military operations. Mr James has also established Data management for a number of organizations.
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Bryan Jones
Managing Director of Marketing
Vanguard
Mr. Bryan Jones is a Senior Manager at The Vanguard Group. The Vanguard Group is headquartered in Valley Forge, Pa and is the nation’s second largest mutual fund firm.
Mr. Jones has more than twenty years of management experience in Investment Services, Credit Card, Mortgage, Consumer Lending, Retail and Consumer Goods companies. He has designed, developed and implemented marketing databases and analytical solutions for two of the top three banks in the U.S. Mr. Jones has also been featured in SAS and Fortune Magazine for his database design.
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Rakshit Kapoor
Director, Master Data Management
TIAA-CREF
Rakshit Kapoor is the Director of Master Data Management at TIAA-CREF. He has the responsibility for enterprise initiatives on Data Quality, Data Model, Data Architecture, Customer Data Integration, Metadata and Data Governance. Rakshit will be partnering with business and IT delivery teams on variety of information, data management and business initiatives at different levels of expertise in establishing collaboration, content management, data consolidation, information delivery and data re-use strategies.
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Dr. Harvey Koeppel
Executive Director
IBM Center For CIO Leadership
Harvey Koeppel is Executive Director of the IBM Center for CIO Leadership. In this capacity, Harvey sets the Center’s strategy and directs internal and external operations. He also serves as Chairman of the Center’s Advisory Committee.
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Mark D. Lahr
Customer/Pricing Program Manager, IT MS2O Solution Center
3M Information Technology
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Doug LaVelle
Director, Business Relationship Management
Corporate Express
Doug LaVelle serves as the Director of the Business Relationship Management team at Corporate Express (CE), a worldwide distributor of office related products and services with gross revenues in excess of $8B. CE services the needs of 90% of the fortune 500 companies in North America and transacts more than 70% of its sales via eWay, a proprietary Internet website. Mr. LaVelle and his team operate as technology consultants and play a leadership role in devising new IT capabilities that are required to support CE’s strategic business initiatives.
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Evan Levy
Partner & Co-Founder
Baseline Consulting
Evan Levy is a partner and co-founder of Baseline Consulting (www.baseline-consulting.com), a technology and management consulting firm specializing in business analytics and data integration. In addition to his executive management responsibilities at Baseline, Mr. Levy is actively involved in managing project delivery teams and guiding client solutions. He advises vendors and VC firms on new and emerging product strategies. Considered an industry leader on the topic of data integration and management, Mr. Levy is a faculty member of The Data Warehousing Institute and a contributor to DM Review’s “Ask the Experts” feature. He is also co-author of the book, “Customer Data Integration: Reaching a Single Version of the Truth” (John Wiley and Sons, 2006).
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Jennifer Lewis
Associate Director Commercial IT
Millennium Pharmaceuticals
In her current role, Jennifer and her team are responsible for the operational support, data analysis, and IT project management for the Commercial Organization at Millennium Pharmaceuticals. With 11 years of experience with Millennium Pharmaceuticals in various IT roles ranging from hands on computer engineering to business analyst and project management, Jennifer has a proven specialty in building and leading multifaceted teams in single or cross-functional IT projects that surpass expectations. She has been consistently successful in developing innovative systems and processes that excite business areas and increase corporate efficiency, effectiveness, productivity and profitability.
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Stephanie L. Liriano
Bank of America
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Lisa Loftis
Senior Vice President
Intelligent Solutions
Lisa Loftis has more than 20 years experience in assisting organizations to adopt a customer focus. Ms. Loftis specializes in combining the technology necessary to help clients understand and develop all components of the integrated Corporate Information Factory (CIF) environment. Her activities in this area include the development of strategic CDI-MDM implementation plans which prioritize systems initiatives and provide a roadmap for the construction of the integrated CIF environment. |
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David Loshin
President
Knowledge Integrity, Inc.
David Loshin is president of Knowledge Integrity, Inc., (www.knowledge-integrity.com), a consulting company focusing on customized information management solutions including information quality consulting and training, business intelligence, metadata, and data standards management.
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Chris Lucas
VP, CDI Solutions
D&B
Chris Lucas is recognized as a subject matter expert in the areas of CRM and Customer Information Management with specific expertise in data quality, data integration and data enrichment. Mr. Lucas’ expertise is based on more than 19 years of business-to business information and technology experience. At D&B, he is currently Vice President, Customer Data Integration Solutions, for D&B’s Sales & Marketing Solutions.
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Rob Lux
Managing Director of Global Data Services
GMAC Financial Services
As a key MDM contributor at GMAC ResCap, Rob Lux recently assumed responsibility for Global Data Architecture & Delivery for all of GMAC, which includes Auto Finance, Insurance, and Mortgage. Mr. Lux has been at GMAC since 1998. Prior to GMAC, he held leadership positions with EDS, Reuters, and Globe Ticket. He also has held IT positions at the Philadelphia Stock Exchange and IBM. Mr. Lux has a BS Degree from Drexel University, a Masters from the University of Pennsylvania/Wharton, is a Certified Mortgage Technologist (CMT), and is PMP certified.
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Duane Lyons
Senior Engagement Leader
Infosys Consulting, Inc.
Mr. Lyons has 15 years experience in customer operations,business intelligence, and CDI and acts as a subject matter expert in customer-centric data architecture and strategies. Mr. Lyons has overall responsibility for Customer Data Management within Infosys Consulting. Duane has helped clients such as American Airlines, Orbitz, AmericanGreetings.com, Hillenbrand Industries, Argent Mortgage, Estee Lauder, America Online, Nationwide Insurance, and ABN-AMRO to define strategies for and subsequently implement enterprise customer data solutions. |
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Supreet Singh Manchanda
EVP & CTO
Osborn-Hessey Logistics
Mr. Manchanda is a leading expert in information technology innovation, with over 20 years experience implementing and consulting on supply chain management, ERP, Sarbanes-Oxley and compliance processes. At KPMG, he was the lead global partner for supply chain management and e-commerce, and at Osborn-Hessey Logistics, he was both CTO and EVP of Corporate Development. |
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Colin McCready
Partner and Solution Architect, Consulting Group
Computer Science Corporation
Mr. McCready is a partner with CSC’s Consulting Group. He leads the Data Integration/Data Warehouse Practice within its Technology Services Group. Mr. McCready specializes in technical architectures, with particular expertise in data architecture and data warehousing. He has more than 30 years of experience in database design and maintenance, applications project management and implementation, and strategic data architecture design and implementation. During the past 15 year, Mr. McCready has worked extensively in the data architecture and data warehouse arena.
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Diane Meccariello
Senior Architect
AETNA
Diane Meccariello is currently a Senior Architect at Aetna in Hartford, Connecticut. Ms. Meccariello has over 21 years of experience implementing IT solutions for the Insurance and Financial Services industries, most of which were focused on strategic enterprise level services and frameworks that could be leveraged within many application solutions. Since 2001, Customer Data Integration has been a primary focus where she has lead teams within Fortune 100 companies through the critical task of "knowing the customer" using both third party and in-house developed solutions.
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Nimesh Mehta
Co-Founder & CEO
LumenData, LLC
Nimish Mehta is CEO of LumenData, LLC. Until recently, Mr. Mehta was Senior Vice President, Enterprise Information Management at SAP where his responsibilities included the development and management of “Data Layer” of the SAP Product Offerings. This included Business Intelligence, Master Data Management, Enterprise Search, Database and more. Prior to SAP, he was Group Vice President, Customer Data Integration (CDI), at Siebel Sybstems where he led the company to a dominant position in the Customer Data Management market. Prior to joining Siebel Systems, Mr. Mehta was President and CEO of Stratify, Inc., a leader in unstructured data management. Mr. Mehta also worked at Oracle Corporation for 11 years where as Senior Vice President, Industry Applications, he reported directly to Larry Ellison, CEO. He was a member of Oracle’s management committee and helped drive overall corporate strategy, including acquisitions and new initiatives. Mr. Mehta holds a Bachelor of Technology (Electrical Engineering) from Indian Institute of Technology in New Delhi, a Master’s degree in Electrical Engineering from the University of Toronto, and an MBA from MIT’s Sloan School of Management. |
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Suresh Menon
Director, Product Management
Identity Systems
In his current role, Mr. Menon handles product strategy and management for Identity Systems' solutions for identity resolution across computer systems and network databases. Mr. Menon started with Identity Systems more than 9 years ago in sales and product support, advising Identity Systems' customers on optimum use of the algorithms and rule bases that underlie the company's proprietary identity search software products. He later moved on to projects that helped shape the development of the software into an enterprise-class identity search solution. Mr. Menon has worked directly with many clients to solve identity data issues including: GE Capital, Gartner, Citigroup, Morgan Stanley, Goldman Sachs, TransUnion, and Sprint. |
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Gokula Mishra
Senior Principal
HP Information Management Practice
Gokula Mishra has more than 25 years of experience as a management consultant and an enterprise architect in developing and implementing business driven IT strategies, architectures and enterprise wide cross-functional as well as Enterprise Information Management solutions. He has designed and implemented solutions for large global enterprises involving application development, systems integration and conversion, enterprise application integration (EAI) across ERP, CRM & SCM, enterprise data models, Data storage and movement, information lifecycle management, master data management, meta data management, Data Quality management, Data Governance, business intelligence/enterprise data warehousing (BI/DW),ETL, data mining, predictive analytics, sales and marketing process automation and optimization. He has designed and delivered offshore-based solutions for global companies involved with implementation, upgrade and customization of enterprise applications (ERP, CRM), custom software development & testing, enterprise application integration (EAI), BI/DW and enterprise application maintenance & support. His industry expertise includes Financial, Insurance, Pharmaceutical & Healthcare, Chemical, Manufacturing, Utilities, Retail, CPG, Petroleum &Energy, Telemarketing and Government.
He currently works in the Information Management Practice of Hewlett-Packard as a Solution Architect in the Health & Life Sciences Practice out of their Chicago office. |
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Peter Muller
Senior Technical Analyst
Chubb Group of Insurance Companies
Mr. Muller currently acts as the functional architect for processes relating to identity management in Chubb’s CRM system. He joined Chubb over 13 years ago during the development of the company's successful customer relationship management application, and pioneered the transformation of this highly-integrated system to a service-oriented architecture back in the mid-nineties. Prior to joining Chubb, Mr. Muller spent 9 years developing project management and transportation-related software applications for the Port Authority of New York and New Jersey.
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Ramesh Nair
Managing Director, IT Strategy, Analytics & Data Warehousing Practice
BearingPoint Financial Services
Ramesh Nair is a Managing Director at BearingPoint Financial Services leading the IT Strategy, Analytics and Data Warehousing practice. Servicing the needs of top financial services companies in the industry, the group's activities are focused on enterprise-scale transformation programs delivering a full range of services from strategy through implementation. This practice brings leading-edge capabilities in the areas of reference data management and specifically customer data integration, data warehousing, information security and advanced analytics.
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Ajay Nayar
Senior Manager, IT Strategy, Analytics & Data Warehousing Practice
BearingPoint Financial Services
Ajay Nayar is a Senior Manager in the Financial Services, Strategy, Analytics and Warehousing practice of BearingPoint. With over 18 years of experience in the IT services industry he has contributed in various leadership roles for large scale information management and systems integration initiatives. In his current capacity, he is primarily responsible for helping define solution strategies and manage the execution of enterprise wide Customer Information Management initiatives. Prior to joining BearingPoint, he was the Vice President Solutions and Services for a Payment Solutions and Customer Solutions provider for retail banks.
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Nancy Northrup
Customer Master Data Governance Leader & Chief Data Steward
Honeywell International
As Chief Customer Master Data Steward for all Honeywell, Nancy Northrup leads the Honeywell Data Governance Council in providing Program Management expertise. Ms. Northrup is responsible for establishing, leading and implementing a pan-Honeywell effort to establish roles, standards, toolsets, metrics, and audit processes that will ensure and maintain consistent and accurate customer master data to enable a corporate wide view of Honeywell’s customer relationships.
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Kelly O'Rourke
Senior Business Solutions Manager, Customer Operations
National Instruments
Kelly O'Rourke is a Senior Business Solutions Manager responsible for managing the Business Analyst teams supporting the Sales, Marketing and Web organizations at National Instruments (NI). Mr. O'Rourke and his team work closely with business leadership and IT to initiate and deliver projects that help NI meet its business goals. Prior to National Instruments, Kelly spent 11 years at Accenture where he held a variety of leadership positions developing a strong track record delivering value-add solutions for top Financial Services companies. Kelly has over 14 years of broad-based experience in developing strategies and solutions that help meet company business objectives by transforming business processes and systems. |
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Lance Osborne
Leader, Solutions Marketing
Acxiom CDI
Lance Osborne is Acxiom's Solutions Marketing leader. Lance oversees
the CDI Solutions Marketing team, which manages the company's many
services and software-based approaches to cleansing, linking and
delivering accurate customer data. Lance's team focuses on end-user
benefit and overall functionality for the client, helping companies market
and sell exactly what their customers need by effectively managing
customer and prospect information.
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John W. Parker
Senior Solution Specialist
Oracle Master Data Management, Financial Services
John Parker is a senior solutions specialist with Oracle's Master Data Management group. His primary focus is helping financial services firms achieve data consistency and transparency across the enterprise. Prior to Siebel/Oracle, he was VP and GM for Vitria's Financial Services business unit focused on EAI and process automation, and has held key management positions at Merrill Lynch, SunTrust Banks and Bridge Information Systems as well as executive roles as President and CEO of Sectorbase, Inc. (now Revere Data) an investment research firm. Mr. Parker has worked extensively on real time and reference data solutions for banks, brokers and insurance companies, and is a frequent industry speaker on MDM and Data Quality issues. |
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Richard Pilkington
Manager, Market Research
Syncsort Inc.
As Manager Market Research for Syncsort, Richard Pilkington is responsible for driving research and product management efforts. This includes product strategy, messaging/positioning, sales process/training, customer/market analyses, and partnership/alliance development. Previously, Mr. Pilkington was Global Operations Manager in the Operations and Systems Group of AIG's International Property and Casualty Division. He was also one of the key architects in driving the design and deployment of new product development and service delivery models across a network of 138 offices in 98 countries.
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Albrecht Powell
Senior Director, Data Management and Architecture
Accenture
Albrecht Powell is a senior director in Accenture Information Management Services – leading the global Data Management and Architecture practice as well as the Accenture SAP Master Data Management group. During his 18-year career with Accenture, Mr. Powell has led extensive initiatives to help transform global companies through reengineering, new strategy directions, ERP solution implementations and outsourcing. |
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Robert Rich
Founder & President
DataQualityFirst Inc.
Robert Rich's vision for innovative data integration, quality and governance solutions that positively impact business performance is at the heart of DataQualityFirst Inc. Known for his enthusiastic presentations and subject matter expertise, Mr. Rich is a recognized expert in data quality, data integration and managing master data in complex heterogeneous environments.
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Mark Shainman
Sr. Director - Product Marketing
Teradata
Dr. Mark Shainman is the global program manager for Teradata MDM. He manages the Teradata MDM team as well as running the Oracle to Teradata migration program. Prior to joining Teradata, he was a senior research analyst for META Group specializing in database management systems for both online transaction processing and decision-support architectures. Shainman has advised clients on a wide spectrum of database issues, including total-cost-of-ownership analysis, data mart consolidation, disaster recovery, replication, and security, while assisting with core database product comparison and selection. Shainman is a graduate Georgetown University |
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Robert S. Seiner
President & Principal
KIK Consulting & Educational Services, LLC
Publisher
The Data Administration Newsletter, LLC
Robert S. Seiner is the President and Principal of KIK Consulting & Educational Services, LLC, a consultancy focused on designing and implementing best practices in the areas of Data Governance & Data Stewardship, Meta-Data Management, Data Management Programs and Data Architecture. KIK, standing for “knowledge is king”, provides consulting and mentoring services as well as private and public seminars in these data management disciplines. Mr. Seiner is also the Publisher of The Data Administration Newsletter (TDAN.com).
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Shelli Short
Manager of Marketing Systems Integration
BNSF Railways
Shelli Short is Manager of Marketing Systems Integration for BNSF Railway in Fort Worth, Texas. At BNSF, Ms. Short is responsible for strategy and project management focusing on CRM and Customer Intelligence. She has 10 years of experience in CRM and Marketing in a variety of roles including product advertising and promotions, end-user IT management, call center management, and data integration. Ms. Short has a BBA in Marketing and an MBA from Texas Christian University.
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Dileep Srinivasan
Practice Leader for CDI & Customer Analytics
Cognizant Technology Solutions
Dileep Srinivasan is the Practice Leader for CDI & Customer Analytics at Cognizant Technology Solutions. With over 25 years of experience in the consulting practice, Mr. Srinivasan has contributed extensively to organizations, helping them derive strategic benefits and greater return on investment from their IT investments. He has been a key speaker at many global conferences covering wide varieties of topics such as strategic outsourcing, change management, call center management and managed operations. In his current role, he is involved in building industry specific CDI-MDM solutions, establishing data governance principles and establishing key partnerships to enable better value addition. Mr. Srinivasan has also provided key solutions to clients in the data governance and stewardship areas.
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Sid Suri
Product Marketing Manager, Master Data Management
TIBCO Software
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Mike Tenerelli
Director of IT, Integrated Customer View Program
Wyeth Pharma
Mike Tenerelli is the program director for the CDI practice at Wyeth known as the Integrated Customer View. The program has been active for a number of years and provides Customer Data integration services across major systems including SAP and Siebel. Mr. Tenerelli is a veteran IT staffer having served in the Pharma, Financial Services, Government and publishing industries for better than 25 years. |
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Rob Tholemeier
Founder
Harbor Bay Strategies
Rob Tholemeier has more than 25 years experience in technology investing, research, IT consulting, and strategic advisory. For the last eight years, Mr. Tholemeier worked on Wall Street in various capacities including technology research and investment banking. Mr. Tholemeier currentlyconsults on Mergers & Acquisitions and public company investing. He writesfrequently on the IT industry and its relationship with Wall Street. Mr. Tholemeier attended Temple University with majors in film and political science. He has an MBA from the University of San Francisco.
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Kalyan Viswanathan
Practice Director for the MDM, CDI & PIM Practice
Tata Consultancy Services
Mr. Viswanathan is a seasoned IT professional, with more than 17 years of IT experience. As practice director for MDM at TCS he is responsible for creating and developing industry specific uses of the TCS Master Data Management offering. Mr. Viswanathan is one of the select few IT professionals who has experience from more than one CDI-MDM project and is also one of the few practitioners with experience in more than one specific CDI-MDM solution set. In addition, he has CDI-MDM project experience in both Retail Banking and Credit Cards.
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Andy Walker
Enterprise Information Architect
BP
Andy Walker is Enterprise Information Architect for BP, one of the world’s largest energy companies. Mr. Walker has served in a variety of technical leadership roles at BP, where he has worked for 22 years. He is based in London.
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Paul Weinberg
Senior Vice President, SAP NetWeaver MDM
SAP
Paul Weinberg has over twenty-five years of experience as a successful entrepreneur and software industry executive. He is currently Senior Vice President, SAP NetWeaver MDM, at SAP, where he runs core MDM development in Los Angeles. Mr. Weinberg came to SAP from A2i, Inc., where he was president and which was acquired by SAP in 2004 for its enterprise-wide platform for master data management. Before that, he was the cofounder of Network Innovations Corporation, an early pioneer in client/server database access which was acquired by Apple Computer, Inc. in 1988. Mr. Weinberg is the author of several best-selling technical books, including Understanding UNIX: A Conceptual Guide and SQL: The Complete Reference. In 1981, he collaborated on The Simple Solution to Rubik's Cube, the number one best-selling book of that year with over six million copies sold. Mr. Weinberg holds a B.S. from the University of Michigan and an M.S. from Stanford University, both in Computer Science.
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Lee Weinstein
SVP & Chief Architect, Global Data Management
Citigroup
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Terry Young
Senior Director, Global Data Services
Merck
Terry Young currently is a Senior Director leading Merck's Global Data Services organization and is responsible for enterprise data strategy, data planning and engineering, data solution delivery, data operations and support, and enterprise data governance. Throughout his 20-year career he has attained several awards for his business, technical and scholastic achievements. Mr. Young published a technology and process patent for his design of the Electronic Markets Business Interchange System -- a process that takes historical data from transactions systems, associates this historical information with marketing and industry data to create a forecasting capability for decision support systems.
Mr. Young remains an active member of the professional and local community serving as a Board Member of the Martin Luther King Civic Center in Bridgewater NJ. He is a leader in the Philadelphia Area Computer Society; member of the Project Management Institute, Institute of Management Consultants and National Contract Management Association.
Mr. Young graduated Magna Cum Laude with a B.S. in Computer Science from Temple University in Philadelphia, PA. |
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Bill Zimmerman
Director of Enterprise Data Governance
Cardinal Health
Bill Zimmerman is Director of Enterprise Data Governance for Cardinal Health. He is responsible for establishing strategic direction, facilitating definition, management and maintenance of core business data, as well as acting as the liaison between business segments and functional areas to facilitate consensus around enterprise business definitions. Bill has been at Cardinal Health for 13 years and prior to his current role, he spent the majority his career leading various customer facing technology initiatives. Cardinal Health is an $85 billion supplier of medical products and services headquartered in Dublin, Ohio.
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