Adrian Lee

Founder & CEO at YieldStack
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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5.0

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John Kerry

Totally professional and result driven executive. No hesitation in recommending Adrian to anyone looking for the best advise and outcome.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • Jan 2018 - Present

      Development of innovative investment products for wholesale and institutional investors, alongside the deployment of flexible capital solutions to experienced sponsors. Development of innovative investment products for wholesale and institutional investors, alongside the deployment of flexible capital solutions to experienced sponsors.

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • Jan 2015 - Present

      Strategic, sales and operational management of Catalyst Group, one of Australia's fastest-growing financial services companies, alongside direct fulfillment of transactions for high net worth individuals, family offices, developers and corporate clients. Strategic, sales and operational management of Catalyst Group, one of Australia's fastest-growing financial services companies, alongside direct fulfillment of transactions for high net worth individuals, family offices, developers and corporate clients.

    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Head of Direct Sales
      • Nov 2010 - Jun 2014

      Recrutiment, management, support and training of retail finance brokers and advisers. Start up and growth strategy of Finsure's direct sales division, managing sales, marketing, corporate finance and compliance functions. Recrutiment, management, support and training of retail finance brokers and advisers. Start up and growth strategy of Finsure's direct sales division, managing sales, marketing, corporate finance and compliance functions.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Banking and Finance
      • Jan 2005 - Dec 2009

      Inception of clients services and portfolio management within Macquarie Bank's retail and wholesale mortgage division. Inception of clients services and portfolio management within Macquarie Bank's retail and wholesale mortgage division.

Education

  • University of Western Sydney
    Bachelor of Business (Property), Property Economics
    2003 - 2006
  • Sydney Technical High School
    1997 - 2002

Community

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