Sean Krause Email & Phone Number

Hull, Massachusetts, United States

Boston, Massachusetts

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities.

Greater Boston Area

Management consulting firm focused on organizational knowledge development, and market optimizationMarket research lead for Fanalytical, BrioPartners’ data vision for NCAA powerhouses. Optimized multiple existing customer databases to create market heatmap. Created online virtual storefront, aligning with emerging customer profiles.

Greater Boston Area

Established vision and drove execution of AML global transformation initiatives across multiple core business lines; lead facilitation of the adoption of evolving AML regulatory requirements in partnership with organization’s fund operations, compliance, risk, IT and legal areas. Performed deep dive review of compliance processes across the global teams, and established business plans to navigate business towards realization the AML operating model target state.

Greater Boston Area

Led restructuring events for multiple North America, APAC, and EMEA business region accounting and fund services businesses, created and gained regional shared service design with Joint Venture in India, including organizational design, interaction modeling, workload balancing and benefit sizing.Led virtual team in introduction of Business Process Management and Business Process Mapping of NAV accounting chevrons, including interactions with Shared Services and global COEs. Established governance framework and Best Practice for core teams.

Boston

Drove portfolio of strategic business transformation initiatives PMO globally within and across processes. Provided leadership and direction on operations process design, technical strategy/platform, and implementation strategy for global accounting process, including Alternative Investments. Worked in partnership with business owners to design and implement business transformation strategy globally, driving evolution of the enterprise target state model.

Deliver exceptional client service through purposeful project management and operational details to world-class organizations. Lead curriculum development around current global business challenges, including: Influencing Without Authority, Managing in a Matrix Organization and Virtual Teams. Manage technology vendors to ensure quality and timely development and delivery of BrioPartners’ proprietary learning and organizational development platform.

IBT acquired by State Street Bank effective July 2007Executed best practices for conversion and integration management for successful accounting conversion for multiple complex clients in support of State Street’s acquisition of Investors Financial.Lead project manager for development and transition of internal and external databases from Investors Financial’s legacy system to State Street, including ensuring seamless conversion of all Access reporting, and the streamlining of existing workflows. Managed the implementation of State Street’s Fund Transfer and Transaction Origination Policy (FTTOP) within the Investors Financial client base.

Recruited, hired and directed a full-time team of 20 senior custody operations, business analysts and compliance specialists to successfully implement and integrate a robust, service-enhancing quality assurance and oversight program with a concentration on operational risk, workflow efficiency and controls. Integrated quality assurance and oversight model across global custody and accounting platform. Monitored and enforced core custody/accounting best practices across fund operations, including fund conversions, fund liquidations, periodic regulatory compliance training and reconciliations. Lead successful conversion of multiple alternative investment products (hedge & private equity) including establishment of prime broker relationships, creation of master/feeder product structure, transition of client records to new partnership accounting system and confirmation of compliance with evolving regulatory requirements. Centralized audit coordination and review of funds records between fund accounting teams, clients and both internal/external audit firms.

Managed the fund operations of multiple hedge fund partnerships including: partnership profit and loss tracking, portfolio pricing and reporting, securities settlement, cash reporting and money movements, expense administration, brokerage account relationship management, office systems and hardware procurement, and regulatory compliance.

Managed both international and domestic equity mutual fund client relationships focusing on daily NAV calculation and distribution, cross-selling of ancillary bank services and relationship management. Assisted in the standardization and implementation of several bank-wide enhancements including automated amortization, centralized pricing, client reporting, automated cash and asset reconciliations and asset allocation fund models. Provided systems project support for fund operations teams through coordinated creation of user requirements and acceptance testing, analysis and documentation of test results and successful integration into the production platform.

Boston, Ma

Greater Chicago Area

Bachelors Degree In Business Administration, Marketing

Activities and Societies: Div 1 Varsity Football Player; Lettered

Education record

Activities and Societies: Football, Wrestling, Track, Concert Band, Student Council, National Merit Scholar, National Honor Society