Jason Andor

Senior Manager - National Sales Desk at La Trobe Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU
Skills

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Bio

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Credentials

  • Agents Representative
    Real Estate Institute of Victoria (REIV)
    May, 2014
    - Nov, 2024
  • RG146/PS146 Compliance
    ASIC
    Jan, 2002
    - Nov, 2024
  • Derivitive Accreditation
    ASX
    Jan, 1999
    - Nov, 2024

Experience

  • La Trobe Financial
    • Australia
    • Financial Services
    • 300 - 400 Employee
    • Senior Manager - National Sales Desk
      • Jul 2022 - Present

    • Team Leader - National Sales Desk
      • Jul 2021 - Jul 2022

    • Private Wealth-Senior Manager Client Partnerships
      • Jun 2020 - Jun 2021

      Private Wealth/Senior Management Client Partnerships

  • MRE
    • Australia
    • Real Estate
    • 1 - 100 Employee
    • Senior Sales Executive
      • Aug 2014 - Oct 2019

  • IG Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premium Client Manager-Associate Director
      • 2001 - 2013

      Key Responsibilities: • Establishing and maintaining relationships with high net worth clients • Head of Business Development IG New Zealand • Responsible for growing Institutional referral business client base • Responsible for design and implementation of IG Group seminar program in Australia and New Zealand • Present seminars at all IG and client events Key Achievements: • Managed a portfolio of high value, premium clients and established an effective referral network base. • Developed IG’s entire seminar program for Australia and New Zealand • Leading speaker at all IG seminar events and the speaker of choice for IG’s biggest third party introducers (client generators) Show less

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Private Client Advisor
      • 1999 - 2001

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Institutional & Private Client Advisor
      • 1989 - 1999

Education

  • Melbourne Grammar School

Community

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