Client reference data jp morgan

The topic of a utility model for reference data management is not new. But now we have a real world example in the form of the Reference Data Utility, based on SmartStream’s platform and backed by three founding partners: Goldman Sachs, JP Morgan Chase and Morgan Stanley.

Listen to this important webinar to hear first hand from the founding partners and SmartStream:

Speakers:

Thomas Dunlap Global Head of Reference Data Operations Goldman Sachs

Henry Cotrotsios Program Manager JP Morgan Chase

Philippe Chambadal President SmartStream

Moderator: Sarah Underwood Editor A-Team Group

More about our speakers:

Global Head of Reference Data Operations

Tom is global head of Reference Data Operations and the Salt Lake City head of Operations Data Quality Management. He serves as cochair of the Pricing Consistency Governance Group and Operations Data Digitization Council, and is a member of the Federal Reporting Oversight Committee and Private Wealth Management Valuation Committee. Tom is co-sponsor of the Salt Lake City Veterans Network and a member of the Salt Lake City/Irving Operations Regional People Development Committee.

Previously, he was based in Hong Kong, where he was head of Asia Regulatory and Tax Operations from 2009 to 2011. Tom had regional oversight for the Asia Operations Risk Management, Asia Operations Project Services and Asia Operations Technology Strategy Groups. In 2008, he was head of Private Wealth Management International Operations. Prior to that, Tom managed various Private Wealth Management Operations functions while based in Salt Lake City from 2002 to 2007. He joined Goldman Sachs in 2000 within Investment Management Operations in New York and was named managing director in 2010.

Prior to joining the firm, Tom was a vice president in the Worldwide Securities Services Division at Citibank.

Tom serves on the Board of Directors of the Enterprise Data Management Council and the Guadalupe School. He is a member of the Financial Research Advisory Committee at the US Treasury Department’s Office of Financial Research.

Tom earned a BA in Economics from Columbia University.