Mark Reese

-Lead the enterprise data governance strategy, overseeing the transition of data infrastructure from on premises to the cloud, ensuring alignment with business objectives and regulatory standards. -Co-chair responsible AI initiatives, integrating ethical AI practices into data management while balancing innovation and compliance with data privacy laws. -Manage data quality assurance processes, managing offshore testing teams to ensure the integrity and accuracy of data in cloud migration and product development efforts. -Proven cross-functional leader with expertise in building partnerships across product, engineering, and regulatory teams to deliver data-driven solutions that enhance operational efficiency.

•Implementation of Data Management best practices across Deposits, Payments, and Treasury data domain •Metadata Management •Data Quality as an ongoing discipline •Data Issue Remediation •Creation and implementation of roadmap bringing data domain into alignment with defined best practices •Direct Management of team and resources •30 individuals •multiple locations/ time zones

Leadership • Led organization through rollout of various data governance capabilities including implementation of business glossaries, data quality, critical data element identification and report documentation • Led organization through creation and implementation of metadata documentation standards, establishing single enterprise metadata repository and supporting processes • Led organization through development and implementation of data governance tool, Collibra Solution Design and Implementation • Metadata Documentation • Data Quality Process • Business Glossary and identification of Critical Data Elements • Common Data Model • Report Documentation • Reference Data Management

Responsibilities included system enhancement project management/participation, innovating methods of reviewing and reporting the firm’s regulatory and house margin calls for Morgan Stanley Wealth Management Operations. • Participated in multiple large scale system enhancements by identifying and documenting system deficiencies, working with development teams to ensure usefulness of enhancement, system testing, rolling out finished product to operation teams, liaising between operations teams and development team to resolve concerns/ensure fit. • Liaised between senior-level management and business lending product teams, identified mutually relevant reporting needs, created visually illustrative reporting format used monthly, and improved communication and department efficiency. • Translated business requirements of daily reporting responsibilities into Microsoft Excel macros simplifying the interpretation of data content and reporting process. • Functioned as trainer and subject matter expert for Mexico offshore operations team. Participated in creation of training plans and curriculum. • Collection, analysis and reporting of private wealth accounts holding poorly performing securities. Enabling Operations Management to navigate downward markets without incurring financial loss due to intra-day market volatility.

Responsibilities involved growing and developing a 5 person team to a 25 person department, and assisting with the team’s daily cash settlement responsibilities. Accomplishments: • Directed monthly project and relationship forum between the Treasury and Private Wealth Management departments. • Created and implemented process improvements for application of Private Wealth funds to firm’s internal ledger accounts. • Supported firm’s community outreach program to inner city scout troops by developing curriculum and running Personal Finance merit badge courses. • Participated in intern program specifically with training and mentoring summer interns overseeing the daily activities leading to offers of full time employment.

Responsibilities involved educating clients about different investment types and strategies. As a trader I focused daily on accuracy while executing mutual fund, equity and equity option trades on behalf of clients in client accounts. Accomplishments: • 100% trade accuracy for trades placed on behalf of clients. • Obtained Series 7 licensing • Obtained Series 63 licensing