Jason Sumner is a Managing Director within the Ocreus group of businesses (OG), bringing nearly three decades of experience with investment banking, consulting, and financial services operations. OG recently launched a number of offerings; a focused L&D programme, with a strong emphasis on Regulatory Reform and leadership coaching with a focus on Conduct and Ethics, a regulatory reform solutions package called OG RADAR to include dynamic visualization and workflow technology and skilled operational practitioners and finally OG Solutions which includes a suite of operational services plus technology accelerators. OG, a profession services firm provide advisory, operations and independent expert services in the fields of business operations, integrity, governance, risk and compliance to top tier clients in financial services, energy and mining, aerospace and defense and other highly regulated businesses.
Jason has held leadership and executive positions in several top tier financial institutions, with responsibility for up to 550 staff globally. His impressive experience includes operations management roles at Barcap, JP Morgan, Morgan Stanley, and Lehman Brothers. At Lehman Brothers, he was responsible for numerous Capital Market and Asset Management Operational roles including: Prime Brokerage, global head of Collateral Management, global head of Fixed Income, Credit, Commodities, FX, Loans and Real Estate Middle and Back Office Operations, and European Head of Asset Management Operations.
After Lehman’s collapse, Jason helped lead re-engineering and management of Operations and Treasury for the London based Administration. He contributed greatly to the successful settlement of a number of landmark resolutions, settlements and legal cases in the world’s most successful and complex Administration case.
Jason drew upon his leadership experience at Lehman Brothers when he created the Ocreus group of business. He also brought in top tier senior executives with equally impressive backgrounds in operations and consulting. OG provides Advisory, Operational and Independent Expert services through its divisions, Ocreus Global, Ocreus GoodConduct and OG NetWork. It truly embodies its ethos, “partnering in excellence.
The OG headquarters are in London and has reach and presence in Europe and the Americas.ional and
Jason is an expert in Financial Services Operations, business operational advisory and development, re-engineering, recovery, resolution, start up and execution, legal, regulatory, legislation and operational risk issues, process review, new business opportunities, transaction processing, risk mitigation, and cost management. He has ensured successful settlement of a number of landmark resolutions and cases. He has experience with many financial trading products, and is particularly well versed in Securities and OTC Derivatives.
Who’s Who member Jason Sumner can be found on the Who’s Who Directory where he is looking forward to networking with you.