Sean Cleary
Chief Compliance and Risk Officer at Ballentine Partners, LLC | Greater Boston
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Chief Compliance and Risk Officer at Ballentine Partners, LLC in April 2024 to Present
Director of Risk Management at Boston Trust Walden Company in July 2020 to April 2024
Principal/Advisor at Ohashi Advisors in November 2019 to April 2021
Vice President, Internal Audit at Affiliated Managers Group in September 2016 to October 2019
Director, Compliance & Operational Due Diligence at Prime Buchholz & Associates in June 2010 to September 2016
Chief Operating Officer at Prime Buchholz & Associates in April 2008 to November 2010
Vice President - Strategic Planning and Development at Evergreen Investments in October 1998 to April 2008
Chief Operating Officer at JL Kaplan Associates, LLC in June 2005 to May 2007
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Massachusetts School of Law, Juris Doctor (J.D.) Cum Laude, January 2013 to January 2016
University of Maine, Economics, January 1989 to January 1994
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Asset Allocation
Asset Managment
Investment Strategies
Portfolio Management
Investments
Morningstar
Hedge Funds
Trading
Fund Of Funds
Bloomberg Terminal
Due Diligence
Risk Management
Financial Services
Fund Administration
Securities Lending
Strategic Planning
Finance
Asset Management
Series 7
Vendor Management
Investment Advisers Act
Data Analysis
Cybersecurity
Financial Accounting
Budgeting
Business Continuity
System Implementations
Process Improvement
Microsoft Excel
Business Strategy
Workflow Management
Legal Compliance
Auditing
Investment Management
Accounting
Private Equity
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Discover more about Ballentine Partners, LLCWhat is Sean Cleary email address?
Email Sean Cleary at [email protected] and [email protected]. This email is the most updated Sean Cleary's email found in 2026.
What is Sean Cleary phone number?
Sean Cleary phone number is 2073614176.
How to contact Sean Cleary?
To contact Sean Cleary send an email to [email protected] or [email protected]. If you want to call Sean Cleary try calling on 2073614176.
What company does Sean Cleary work for?
Sean Cleary works for Ballentine Partners, LLC
What is Sean Cleary's role at Ballentine Partners, LLC?
Sean Cleary is Chief Compliance and Risk Officer
Sean Cleary Email Addresses
Sean Cleary Phone Numbers
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