About Us

Zbigniew is currently a Director at TRI Asset Management, which specializes in helping organizations plan and manage global operations & technology programs practices to help accelerate their ability in Trading , Risk Management, Financial Reporting, Securities Trade Processing, Securities Accounting and Chief Data Office.  Areas of experience and expertise are within Capital Markets (Equity and Fixed Income trading and Risk), Prime Brokerage, Investor/Fund, Custody Services, and Asset Management. In a recent engagement, he conducted an in-depth analysis & design for a Securities Processing Company, a Large fund and asset manager, defining their future state trading and clearing platform architecture. For an NY-based Mergers & Acquisitions company, he has developed a Client Legal Entity & Securities Platform used for business, sales, and trading purposes.

Zbigniew has over 38 years of experience working in the financial industry for Investment Banks, Asset Management, Mutual Funds, Insurance, and Retail Brokerage firms managing Trading Technology, Chief Data Office, Reference Data, Market Data, and various Technology and Back Office Functions. In his various roles, he has been responsible for Technical and Data Architectures and Blue Prints, Standards for the identification of instruments and business entities, standards for defining the terms and conditions of financial contracts, and standards for classification to support aggregation required for regulatory oversight along with Re-Architecting Exchange Trading platforms and technology.

In his prior roles, Zbigniew was a director at Citi Group, where he was responsible for reference data strategy and enterprise data management. He has been involved in spear heading Chief Data Office Strategies, Enterprise Data Management standards (CDO) and policies for Master Reference Data and chaired various Citigroup Governance Data Councils and Committees, Also engaging on a regular basis with the OCC addressing the firms MRA’s with regulators.

He was a Senior Vice President at Lehman Brothers in charge of Security and Reference Data & Strategy for over 11 years;   At Aetna Life and Casualty - Head of Market Data and Pricing Services and Reporting for 6 years; At Advest/Merrill Lynch as Head of Office Automation, Micro Computing, Client Data Services and Infrastructure; At Walker Actuaries he served as an Actuarial Business Analyst, Senior Architect/Programmer & Data Base Analyst developing Insurance, Pension and Investment products.

In addition to Zbigniew’s strong Financial Business and data technology experience, He has served on the Board of Directors and Trustees for ABA-Cusip, a Member of the FISD and EDM Council, Series 99 License (FINRA Operations Professional); and has served as an Industry Expert/Moderator and Panelist for several Financial Services Forums - Industry Summit on Transformation and Outsourcing Strategies, Industry Utilities, Reference Data, and Enterprise Data Management & Strategies.