Use-Case Analysis: Where is Data Paying Dividends?

Brad has devoted his career to the Investment Management and Financial Services. He brings deep content knowledge of investment operations and technology, and has led many front, middle, and back office transformation efforts. Prior to Aliter, he began his career in fund accounting and financial reporting, and has spent the past 25 years working within the Project Management field within investments.

During his career in Project Management, Brad has worked within various business units and PMOs as a Business Analyst, Project Manager, Program Manager, Strategic Consultant, Manager and Director. He has extensive experience providing project management, oversight and sponsorship on large, complex, global system-related implementations utilizing various forms of technology.

Brad is a strategic member of the Project Management Institute (PMI), volunteering and supporting the local Sacramento Valley Chapter and is currently the Chief Strategy Officer.  He was the previous President and Chief Executive Officer, and Chief Financial Officer. Additionally, he is credentialed by the PMI as a Certified Project Manager (PMP) and is a Certified Scrum Master (CSM).

Brad has a Bachelor of Science in Business Administration with concentrations in Finance and Economics from California State University Sacramento, and has his Master’s degree from the University of the Pacific.

Mary Gaspar-Hillenbrand, Ph.D. joined Citi in a new role as Managing Director and Global Head of Digital Transformation for Securities Services. Mary will be responsible for the executive leadership, strategy, oversight and advocacy of our global digital transformation efforts in partnership with the Client, Product, Operations and Technology teams. Mary brings over 25 years of industry experience as an execution-focused change leader bringing innovative digital solutions that solve complex problems and drive client value. Mary has joined us from her most recent role at Bloomberg, LP where she was Global Head of Data Services and Digital Transformation. Mary has also held executive leadership positions as President, Transform IT, Global Head of Quality Services and National Client Certifications at First Data Corporation, Global Technology Head, Wealth Management and Quality Management at Citi and Global Head of Shared Testing Services Technology at Credit Suisse. Mary will be based in New York and report to Okan Pekin, Global Head of Securities Services.

Tom Lloyd leads the Quantitative Research and Analytics and the Applied Quantitative Solutions groups at Capital Group. He has 22 years of investment experience and has been with Capital Group for 17 years. Earlier in his career at Capital as an equity investment analyst, his coverage included U.S. auto parts & suppliers and automobile companies, environmental industries, water utilities, electrical equipment, construction & engineering, life science tools & services and trading & distributors companies. Prior to joining Capital, he was the Executive Director of My Friend’s Place, a management consultant at McKinsey & Company and the manager of new venture processes at the Jet Propulsion Lab. He holds both a PhD and a master’s degree in environmental engineering science, with a minor in chemistry, from the California Institute of Technology and a bachelor’s degree in bioresource sciences from the University of California, Berkeley. Tom is based in Los Angeles.