Head of Market Data Strategy, TD Ameritrade
Ed is an Executive Director at Morgan Stanley and has the responsibility of managing global exchange relationships and sourcing for exchange data use across the Morgan Stanley enterprise. He currently serves on the FISD Executive Committee and is co-chair of the FISD Consumer Constituent Group. Additionally Ed is an Advisory Board member of the CTA/UTP U.S. Exchange Plans and is active in thought leadership and policy influence related to common issues faced by participants in the market data industry. Prior to Morgan Stanley, he founded The Flynndex Company in 2011 to provide market data training and consulting services. Ed developed training classes to support the FISD Financial Information Associate Professional Certification program and co-authored the “Markets” segment for the FIA Level 1. Ed began his career with Interactive Data and Moody’s Investors Service, then joined Fidelity Investments managing market data and investment research for the Fidelity Funds and the Fidelity enterprise. Ed has an MBA from Babson College, a BS from the University of Vermont, is a FISD FIA Market Data Professional and additionally holds a US Coast Guard Master Captain’s sailing license
Customer Success Director, Refinitiv
James has 18+ years of experience in the financial market data industry leading both teams and initiatives to achieve sales, support, and product development performance results. He has lived in and/or worked/studied and traveled to more than 35 countries and brings a collaborative and creative approach to all he does. Throughout his career at Bloomberg, Thomson Reuters, and Refinitiv James has worked with clients across market propositions including Trading, Investment & Advisory, Risk, and Enterprise to support sales and retention efforts. When not in VOE James enjoys spending time with his family, volunteering, running, and tennis.