Richard is a senior executive with 25 years of experience in the financial industry, across operations and technology at global custodian banks, international brokers, investment managers and industry utilities. Starting in Global Custody at Bankers Trust Company in the early 1990’s, Rich has worked in the front, mid and back offices at NSCC, Merrin Financial, The Bank of New York, Deutsche Bank Securities, and Omgeo. Post-crisis, he also worked in a consulting capacity at Barclays and Morgan Stanley Smith Barney. He held partner roles at EMC and Wipro in their Capital Markets consulting practices.
For the past 20 years, he has been heavily involved as a published author, speaker, co-chair, and active participant of industry working groups related to international standards in data and messaging, including MDDL, FISD, ANNA Service Bureau, EDM Council, ISITC, ISO, ISDA, and SIFMA. He has led industry efforts around unique instrument identification since 1999. He was a primary participant in the Best Practice work for ISO15022 messaging, and helped convert multiple firms from ISO7775 to ISO15022.
Richard currently is head of Strategy and Industry Relations for the Open Symbology group at Bloomberg LLP. He holds an MBA in Organizational Behavior and IT from NYU’s Stern School and a B.S. in Industrial Management from Carnegie Mellon University.