Sean Giblin Email & Phone Number

Global financial services leader with extensive experience in strategic planning, execution, and financial modeling. Proven expertise in integration, incentive compensation design, change management, and product management. Adept at modernizing financial processes and systems, driving operational efficiency, and achieving organizational objectives through innovative ideas and best practices.Strategy/Vision: Crafted a strategic approach for subsidiaries in Hong Kong and Singapore, leveraging complex regulatory objectives and overarching corporate strategy, to create a more scalable and profitable business model resulting in increased pre-tax margin. Created a strategic framework and vision to evaluate the global business, identify areas of opportunity, and eliminate unnecessary risk and overhead. Enabled the VP of Global Risk and Client Experience to implement an evergreen framework for global operations and risk management.Change Management: Led strategic review and fundamental change of International Financial Consultant Incentive Compensation leveraging global incentive data, overarching corporate strategy, to align our sales, marketing and product offering while retaining our top Financial Consultants. Resulting in increased advised asset penetration with existing clients and new pipeline of business. Orchestrated the transition of CSUK to CS&Co, ensuring seamless client and asset transitions within a compressed time frame. Leading to a new operating model for the UK office with changes in roles and responsibilities.Data & Analytics: Created data and analytics program to identify, monitor and evolve over 100 KPIs related to integration work to balance financial, operational and business goals of $26B acquisition of TD Ameritrade. Established International Data and Analytics to measure sales, marketing, financial and operational performance & effectiveness. Creating a baseline of reporting to refine business leveraging fact-based analytics to drive decisions. Developed key performance indicators (KPIs), press releases, and earnings materials, enabling effective communication of company performance and strategic direction by the CEO and CFO.

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  St. Ambrose University

  Accounting