Event
Virtual
This event has concluded
Event Summary
Cutter's Member Community is our industry's premier online forum for collaborating with your Cutter member peers. However, there are times when the online discussion rises to the level of a conversation. This is when a Community Conversation is convened. During this Community Conversation, Cutter members may join a call to discuss the use of issuer and company hierarchy information in their workflow, especially to support their ESG processes. We will discuss vendors in use and specific pain points with regards to hierarchy information.
Speakers
Cutter
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Angela Centeno, CPA
Director
Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation.
Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
- Asset Management Trends: 2022 and Beyond
- Market Data Administration
- An Introduction to Vendor Management
- Best Practices for Developing a Vendor Management Program
- Vendor Management: Trends ─ And the Tools that Can Help
- Data Cataloging Tools
- Rethinking Research Management
- Alternative Investments
- Managing Benchmark and Index Data
David Joyce
Director of Client Experience
David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.
Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.