2023 Advisory Board
Thank you to our eight advisory board members, we’ve learned how crucial it is to ensure a strong foundation for your data before moving towards advanced, sophisticated tools. Strong foundations, as our data professionals have put it, yield high rewards later on. Our advisory board shared with us that there can be no shortcuts when building and developing your teams and your data. In order to maximize your time away from the office, our advisory board helped us think of new, creative formats to keep you engaged throughout the day, including morning workshops, startup spotlights, and interactive exhibitions.
Data quality lead
Ellen Gentile is the data quality lead for Edward Jones. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities and Pershing, LLC.
Prior to managing SMBC's data quality, Ellen championed the use of qualified data as a core enterprise resource supporting decision makers. To best deliver and monitor quality of service and information, Ellen established and set enterprise standards through operational quality scorecard products at Pershing, LLC. The quality based products she managed provided the much needed insight and transparency clients require to manage and grow their businesses.
Chief data officer
Vishal is the Chief Data Officer for the Webster Bank in Connecticut USA. He has more than 2 decades of experience in financial services industry in technology and data management function. He is responsible for various aspects of data management that cover data governance, business intelligence & analytics, master and reference data management, data engineering, data platform management and Enterprise Shared platform & API strategy for the bank.
Prior to joining Webster, Vishal spent many years at financial firms like J.P. Morgan (Asset Management and Corporate Investment bank), General Electric Company and AllianceBernstein where he held variety of roles in various business functions managing master/reference data strategy, product development, data strategy and governance.
Vishal is also an advisory board member for MIT’s Center of Information Systems Research - Data Research Board Advisory. He received his bachelor’s degree in Electrical Engineering from the University of Mumbai.
Partner, Chief information & innovation officer
Emilia Sherifova (New York) joined KKR in 2019 and is the firm’s Chief Information & Innovation Officer. Ms. Sherifova joined KKR from Northwestern Mutual, where she was chief technology officer and head of enterprise architecture and engineering and was a member of the Northwestern executive leadership team. Prior to Northwestern Mutual, Ms. Sherifova was the chief technology officer for the personal finance consumer startup, LearnVest, a PE-backed FinTech startup. She also led technology for a leading ad tech startup. Earlier in her career she spent 13 years in various leadership roles in OTC Markets Group. She holds a graduate degree with a concentration in International Business and Finance from Columbia University, as well as an advanced certification in software development from New York University.
Chief data officer – Americas
Since joining SG in 2009, he has held a range of positions. Currently, he is the Chief Data Officer, SG Americas, with responsibility for data management and governance within the Region. This function is responsible for implementing the requirements of BCBS 239, establishing sound data governance framework that meets Group needs and local supervisory expectations and creating a solid platform for the data to be leveraged for strategic business decisions. SG roles before that include, Head of the Project Management Office for the SG US Transformation project, Deputy CFO of the Americas Region and Head of Finance Offshoring in SG Bangalore.
Prior to joining SG, Bala was with the Canadian Imperial Bank of Commerce (CIBC) for fourteen years in a range of positions in Toronto and New York. As Senior Vice President of the Wholesale North America Finance, he headed up the controllership function for CIBC’s World Markets and Treasury & Risk Management Strategic Business Units within North America. Prior to that, he also had stints as the business-line controller for the Bank's US origination businesses (Corporate Lending, Investment Banking, Merchant Banking, Structured Finance and High Yield), as well as the 2/ic to the Chief Accountant, with responsibility for consolidated financial, management and regulatory reporting at the corporate level.
Born and brought up in Mumbai India, Bala has a degree in mathematics from the University of Mumbai and holds professional accounting qualifications from both India and the United States. He lives in Montclair, New Jersey, is married with two children and enjoys long-distance running.
Chief finance data officer
Silicon Valley Bank
Jay is the finance Chief data officer and Head of SVB’s Digital Finance Office. In this capacity, Jay leads digital and data transformation, program delivery, and data and accounting product management for the Finance division. Jay joined SVB in December 2020 after spending much of his career driving digital and data transformation at global financial institutions.
Prior to SVB, Jay was Managing director and Chief data officer for Barclays US Consumer Bank where he managed a team of 1,000 FTE successfully delivering a Global Data Management Standards rollout and operations transformation decreasing operating expense and improving service performance leveraging digital transformation. Prior to Barclays Jay held senior data, operations, and technology roles at JP Morgan Chase and TD Ameritrade.
In addition to his role on the NAFIS Advisory Board, Jay is currently chairing the Washington DC CDO Community Board of Governors, is a member of the Board of Advisors for St. Mary’s College School of Economics and Business Administration and is on Chariot Payments Board of Directors.
Jay holds an MBA from St. Mary’s and an undergraduate degree in marketing and is a graduate of The Wharton School’s Securities Industry Institute.
Chief data officer
Eric Hirschhorn is the Chief Data Officer for BNY Mellon and is a member of Global Operations & Technology’s Executive Council. In this role, he is focused on digital transformation, operational efficiency, artificial intelligence/machine learning, regulation and helping the firm evolve to become data driven by design.
Eric leads Enterprise Data Management (EDM) and oversees the delivery of the firm’s master data strategy. This is achieved through implementing enterprise data policies and governance, driving holistic access to data via our Lake, and enabling the business to deliver advanced outcomes for ourselves and our customers using AI/ML techniques.
Prior to joining BNY Mellon in November 2020, Eric was the Chief Information Officer for BGC Partners. He possesses a plethora of fintech expertise having served in numerous senior roles on Wall Street, such as Global Head of Rates and FICC eTrading Technology at Bank of America, Chief Technology Officer for Fixed Income at Morgan Stanley and a Managing Director at Citi in electronic trading.
Eric earned a Bachelor of Engineering degree in Mechanical Engineering from The Cooper Union for the Advancement of Science and Art in New York, New York.
Enterprise business data strategy & integration executive
Bank of America
Jacklyn Osborne, Managing Director, Bank of America. I joined Bank of America in April 2020 as the Risk & Finance Data Quality Control Executive where I am responsible for the design, development, delivery, and adoption of a best-in-class Data Management program to ensure regulatory compliance, support operational efficiency, and facilitate digital transformation.
I have over fifteen years’ experience in data governance, client data management, change delivery, and information security in the public and private sectors, including seven years at HSBC where I was the Global Banking & Markets, Chief Data Officer.
I have a Bachelors in Business Administration and a Masters in Engineering Management from George Washington University. I am a member of the American Society of Management Engineers, the National Association of Female Executives, and National Association of Professional Women.
I live in the suburbs of Connecticut with my husband, three young boys and beloved spirited pub Diesel. Weekends are the most cherished times and I spend them doing everyday things like playing sports, hosting parties, and baking cookies with the boys. My overall wellness and happiness are of paramount importance to me. As part of my own life journey, I started a Blog and have have recently launched a Podcast with the same name 52 Weeks of Me. The goal of the Podcast is to help others find their best self through a collection of open discussions with professional experts and well as individuals sharing their own success stories as we all strive for work-life balance.
Head of data quality and data domain lead, Americas
Sumanda Basu held different roles since joining Société Générale in 2017. Currently, he is leading the data quality function in SG Americas and leading data governance implementation in several data domains. Previously, he was leading data governance and data management technology in SG Americas. Prior to joining SG, he was heading data quality functional for JP Morgan Asset and Wealth Management globally. He also worked in Citigroup and HSBC USA for ten years in various data management, internal audit and data architecture roles supporting businesses and functions globally.
Born and brought up in Kolkata India, Sumanda has a degree in Mechanical Engineering and Master in Business Administration from India. He lives in New Jersey, USA.