Sean has over 30 years of experience in financial services and consulting. He has expertise leading a wide variety of functions across the securities and asset management markets and the insight to effectively deliver value through a multi-disciplinary approach to problem solving.


Strategy Development, Growth Strategies, Sales, Distribution and Marketing, Product Management, Acquisition Integration, Relationship Management

Relevant Experience

  • Led a strategic assessment of the DOL impact for an insurance company
  • Led a strategic review of the Corporate and Public Defined Benefit markets including market sizing and growth, effect of market trends including LDI and OCIO, and the identification of the client’s addressable market
  • Developed and implemented a global distribution strategy for JPMorgan’s hedge fund segment, including identification of priority segments/clients, determination of key buying behaviors, and development of cross-firm sales processes and communications
  • Managed strategic project to double Corporate Bank footprint that included determining market size, growth and priority segments, analyzing client buying behavior and product usage, and developing detailed capacity plan and P&L/ROI models
  • Established product management and strategic planning disciplines throughout JPMorgan’s operating businesses, leading to the creation and execution of detailed strategic and product plans for all products
  • Developed and implemented sales competency model to evaluate sales force of 1,000+, providing best practice benchmarks for sales performance and identifying training needs and requirements

Prior Positions Held

  • President, Investment Services Division – Fiserv
  • Managing Director, Global Strategy Executive, Treasury & Securities Services – J.P. Morgan
  • Managing Director, Global Sales Executive, Treasury Services – J.P. Morgan
  • Managing Director, Hedge Fund Segment Executive – J.P. Morgan