Sean M.
About Sean M.
Sean M. serves as the Manager, Fund Controller at Carta since 2022, bringing over a decade of experience in finance and organizational change management. He holds a BS in Finance from the University of Massachusetts Lowell and a Master's degree from Framingham State University.
Work at Carta
Sean M. has been employed at Carta since 2022, serving as the Manager, Fund Controller. In this role, he oversees fund accounting operations and ensures compliance with financial regulations. His responsibilities include managing financial reporting and providing strategic insights to enhance fund performance. Sean's expertise in finance and technology supports Carta's mission to simplify equity management for companies and investors.
Education and Expertise
Sean M. holds a Bachelor of Science in Finance from the University of Massachusetts Lowell, where he studied from 1992 to 1997. He furthered his education by obtaining a Master's degree from Framingham State University, completing his studies from 1999 to 2003. His academic background provides a solid foundation for his extensive experience in finance and management.
Background
Sean M. has over a decade of experience in managing organizational change and strategic influencing. His career spans multiple roles in finance and accounting, beginning as a Senior Fund Accountant at State Street in 1997. He has held various managerial positions at notable financial institutions, including BNY Mellon, Fidelity, and Sun Life Financial, where he developed a strong skill set in financial management and process engineering.
Professional Experience
Throughout his career, Sean M. has held several key positions in finance and accounting. He worked as an Accounting Manager at PFPC from 1998 to 2005 and later at ClearPoint Funding from 2011 to 2012. He also served as a General Accounting Manager at Fidelity for one year. His tenure at BNY Mellon included roles as Manager of Structured Funds and Manager of CSD Management/Process Engineering, contributing to his comprehensive understanding of fund management.
Achievements
Sean M. is recognized for his ability to develop effective solutions for business challenges and for his creativity in addressing complex issues. He has demonstrated a unique breadth and depth of skills in both finance and technology, which has enabled him to collaborate effectively across all organizational levels. His contributions have been instrumental in enhancing operational efficiencies within the organizations he has worked for.