Sean Chen, Mba Email & Phone Number

Southfield, Mi, Us

Worked through October, 2023.Directed all investment operations, leading investment department and overseeing approximately $2 billion across a variety of asset classes in both the primary and secondary markets, as well as a Retirement 401K program valued at $100 million.Built and led a high-performing team that consistently outperformed industry benchmarks in direct investments and in allocating external manager investments. Improved the investment policy statement, provided strategic asset allocation advice to the Board of Directors, and enhanced the investment process.Successfully evaluated and improved custodial services, transitioning investment accounting and operations to Clearwater seamlessly.Conducted comprehensive manager selection and due diligence processes with top-tier asset managers in equity, fixed income, and alternative investments sectors, incorporating ESG and DEI principles.Diligently executed fiduciary obligations, efficiently managing cash flows to bolster strategic plans and new ventures in the insurance sector during the Covid-19 pandemic and in the context of increasing interest rates.

Weston, Ct, Us

The Financial Executives Networking Group, Inc. (The FENG) is an Internationally recognized organization for senior financial professionals. Members currently hold titles such as CFO, CIO, Treasurer, Controller, Managing Director, etc. The FENG has over 37,000 members representing over 15,000 companies, both public and private. Member companies include corporations and financial institutions.Members of The FENG are located in 70 different US cities, and 9 foreign countries. The FENG has 30+ special interest groups organized by industry or financial expertise (e.g. Treasury, Tax, Audit, Asset Management, etc.)The basic purpose of The FENG is to create an opportunity for senior financial professionals to seek out answers to financial issues affecting their company, share job leads and facilitate friendships (i.e. network) with peers in the financial community.

Boston, Massachusetts, Us

Managed $10 billion in institutional assets within a six-member team, formulating multi-asset strategies and allocations for direct investments and funds of funds (FOF). Applied inflation-hedging and opportunistic investment approaches across various asset classes.Oversaw portfolio strategy development, specializing in global asset allocation, manager selection, ESG integration, and risk management.Led review sessions with FOF managers to assess investment strategies, market outlooks, risk management, and ESG compliance, adjusting allocations as needed.Developed a cutting-edge quantitative model for analyzing US fixed income credit spreads and financial conditions, sharing insights with the team and institutional clients.

Boston, Massachusetts, Us

In a global 8-member team, we optimized trading strategies for institutional clients across equity, fixed income, and FX markets, leveraging G20 economic insights to enhance trading desk performance across Boston, London, and Hong Kong.Carried out extensive multi-asset quantitative research, formulating sophisticated trading models that combined economic projections, risk analysis, and State Street proprietary behavioral studies.Developed a state-of-the-art FX trading valuation model, utilizing real-time data to refine the execution process for State Street proprietary trading desk, markedly improving trading outcomes.

Boston, Massachusetts, Us

Boston, Massachusetts, Us

MBA graduate co-op program - spearheaded the automation of an extensive investment security data validation process and developed an investment database glossary, incorporating data from multiple investment data providers such as IBES, IDC, and CRSP.

Master Of Business Administration (Mba), Concentrations: Finance And Strategy

Master Of Science - Ms, Management Information Systems (Msis)

Bachelor Of Arts - Ba, Major In Philosophy, Minor In Political Science