Speakers List - Toronto Financial Information Summit


Dan Finerty

Senior Data Scientist


Dan Finerty is a 30+ year veteran in the Information Management discipline. In his current role, Dan is a Sr. Data Scientist and SAS Canada's solutions lead for information management. In this role he is currently responsible for providing guidance to customers on ways to maximize their return on investment in Advanced Analytics through the strategic deployment Data Management capabilities.

Dan started his career at IBM as a System Engineer where he developed his expertise in application and data management. This experience was further augmented in several roles throughout sales, marketing and professional services consulting. After his tenure at IBM, Dan continued his career at Progress Software as a thought leader in mainframe application and data integration and held various other roles at Data Direct Technologies, Informatica and GT Software before coming to SAS.

Dan holds a degree in electrical engineering from The University of Waterloo.


Amanda Holden

National Lead & Solutions Executive Fraud & Security Intelligence,


Amanda is a technology, fraud and operations leader with over 15 years experience in payments and 25+ years experience in financial services. Amanda is a proven leader and facilitator of business-technology strategies and partnerships.

In her current role as a National Practice Lead for Fraud & Security Intelligence for SAS, Amanda is responsible for driving business development and go to market strategies for SAS Fraud and AML products and services. As a national leader and evangelist, Amanda is focused on finding solutions to customers' financial crimes, loss and AML problems. She is passionate about data & analytics and the role they play in reducing financial crimes in Canada

Prior experience includes technology leadership roles at TD, Visa and Interac Association where Amanda lead teams responsible for technology, application development, technology and business operations and fraud mitigation and reporting.


Robert Keslick

Data Governance Lead


Rob has over 40 years' experience in Canadian Financial Services industry with extensive expertise in the management of customer information assets at an enterprise level, throughout the Customer Information Life cycle, including the impact of data quality on Regulatory requirements (Privacy, AML, Capital adequacy); Customer satisfaction; Enterprise profitability, and Operations within multiple lines of business.

Rob also has extensive expertise in Customer-centric analytics and Customer Profitability modeling that converts data on customers, their product holdings, and behaviours, into actionable insights.


Rares Pateanu

Director, Board of Directors,


Rares is the Former Executive Director for Morgan Stanley's Enterprise Data & Services unit in Montreal while getting involved in some of the architecture and strategy projects across ED&S worldwide. He has been involved in IT for over 30 years, in R&D, system software development, applications development, security, customer service, management and marketing, working for companies like Reuters, IBM, Bank of Montreal, CGI, and Rogers Communications.

Rares is an Adjunct Professor at York University in Toronto, an award winning frequent speaker at computer science conferences all over the world and the author of many articles on data processing topics.

Currently Rares is the CEO and a Director of XGC Software Inc. the developers of the first crypto currency with full KYC identification.

Mukesh Sharma

Director, Data Quality Management - Chief Data Office - Investment Division,


As a Director of Data Quality Management in Manulife Investment Division, Mukesh Sharma is responsible for leading Data Quality Management program from awareness to implementation. Most recently prior to Manulife, Mukesh led and executed a wide range of initiatives that supported the implementation of Scotiabank's Enterprise Data Quality Management program.

Prior to that he has been involved in IT, Asset Management, Trust company, Capital Markets for over 25 years, in back office, middle office, management and data processing, working for companies like Bolton Tremblay, National Trust, Canada Life Assurance, Bank of Montreal, and Scotiabank. Mukesh graduated from the University of Rajasthan with a master's degree in commerce and business administration (MCBA) and is a certified Six Sigma Yellow Belt.'


Brent Patterson

Major Accounts Director - Canada

SmartStream Technologies

Brent Patterson provides over 30 Years of experience in financial services operations management and technology. Brent's experience has been leveraged to enable firms in the development of data design, strategies and governance. Application of his knowledge of best practice for data management has created operational efficiencies and data quality for variety of global risk, regulatory and financial reporting. Brent has extensive international work experience in Canada, United States, Europe and Asia.

• 10+ years in implementing consulting and implementing data solutions and strategies: technology and operations.
• 20 + years in software product development.
• 20+ years -operations management & shared services consolidation.
• 25+ years in trading - operations technology, infrastructure and automation