Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Associate Partner - Lending & Finance

  • Feb 2020 - Present

  I'm focused on providing customers within the Findex family office with the highest levels of Commercial Finance expertise in the NZ market. Findex can assist with structuring banking facilities or help with sourcing funding directly from NZ Banks and Financiers. The role scope includes: - Creation of a National Debt Advisory business within the Findex Group in NZ - Management of a team of advisers to provide funding advice to Findex Family Office customers - Creation of introducer agreements with a range of funders across New Zealand and Australia - Financial solutions provided include interest rate and FX strategic advice as well as balance sheet structuring services to boards across NZ. - Other niche services provided include establishing Financial Service Provider (FSP) platforms and AML programs for entities providing lending solutions - Consultancy to SWIFT (South Waikato Investment Fund Trust) which entailed creating a grants / loans framework to help make decisions on whether to accept or decline applications.



Bank of New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Business Development Manager - Asset Finance

  • Oct 2013 - Dec 2019

  I'm part of a skilled, experienced Asset Finance team who provide funding solutions for all types of plant and equipment whether mobile or fixed in New Zealand. My key responsibilities are: - Developing relationships for the BNZ Partner network - Originating business for the Commercial and Corporate partnerships - Creating Vendor programmes - Pricing and structuring Asset Finance transactions for the Business, Commercial and Corporate Partner network. I'm part of a skilled, experienced Asset Finance team who provide funding solutions for all types of plant and equipment whether mobile or fixed in New Zealand. My key responsibilities are: - Developing relationships for the BNZ Partner network - Originating business for the Commercial and Corporate partnerships - Creating Vendor programmes - Pricing and structuring Asset Finance transactions for the Business, Commercial and Corporate Partner network.



Maia Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Mar 2012 - Jul 2013

  The BDM role at Alleasing is heavily focussed on originating new relationships within the corporate and government sectors in New Zealand. Due to Alleasing specialising in taking residual value investment in specialised assets many of the assets funded were energy saving in nature e.g. boiler plants, heat recovery units, end to end lighting solutions and fit outs. As the company has restructured over the past 12 months my role has expanded to developing programme agreements with Westpac and other suppliers such as Gerard Lighting. Key achievements: - Development of significant relationships with Fonterra, Downer, EECA, Health Benefits Ltd and Food & Beverage manufacturers such as Matua Wines & McDonalds - Management of all funder relationships in NZ and development of the Christchurch re-build strategy for Alleasing - Coaching delivered to Westpac Institutional, Corporate and Business Bankers to assist them in advocating a rental solution to their customer base



Westpac New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Bank Manager - Penrose Branch & Business Centre

  • May 2010 - Mar 2012

  After developing the NZ Business Hub Branch model I was provided the opportunity to role out a business hub in the Penrose Branch in Auckland. The BM role was heavily concentrated on retail product sales and staff performance management. Key performance indicators were customer growth, profitability, staff engagement, product penetration and customer advocacy.Key achievements:- Employment and leadership of a new team (6 employees hired)- Assisting the team to create a referral centric culture (Referrals of at least $2 million dollars of new Home loan deals per month to the retail network)- By using existing and new networks in Penrose I have improved customer advocacy in the retail and business segments- Initiation of a professional business coaching programme for accelerated students with the Local High School

• Business Development Manager - SME Strategy

  • Nov 2008 - May 2010

  Key responsibilities in the Strategy role revolved around ensuring that Business Managers were situated close to their customers business (“being local”) and had a portfolio of customers that were of a size that could be mined for new, referral and intermediary business. Key achievements:- Rollout of a business hub branch model throughout New Zealand- Develop an On-Boarding Program for Local Business Bankers- Rollout of a new Transfer Protocol for customer movement within Westpac NZ Ltd-Design and implementation of a Local Business Banking Intranet- Key influencer of the Business & Consumer Leadership teams to ensure a smooth implementation of project initiatives- Customer advocacy improvement in the Local Business Banking segment

• Business Manager

  • Apr 2006 - Nov 2008

  The Business Manager role was responsible for the relationship management of 160 business clients based in the Auckland region, ranging from Multinationals – Herbalife, GMC and Hasbro to small fashion retailers and manufacturers. The role was designed to be focused around client acquisition via cold calling and referrals from customers and intermediaries and a business analyst supported me in terms day to day portfolio management. Key achievements:- Increase in portfolio size from 109 to 160 customers within 12 months.- Developed networks with internal business units and professional bodies to generate new business opportunities. - Achieved 100%+ of my business plan. Goals where based on income generation, customer satisfaction, loan volume generation, new to bank customer generation, credit analysis & teamwork- Successful rollout of a new delinquency management process in June ‘08 (I was seconded by the GM of Business Banking to lead a project team to map a more efficient delinquency process for the relationship management segment of the Bank)



GE

• Wellington

• Associate Sales Executive

  • Apr 2004 - Mar 2006

  GE Equipment Finance provides finance for items such as Plant & Machinery including aircraft, articulated vehicles, Printers & earthmoving machinery. The role was primarily focused around managing the existing portfolio, originating new business of up to $500,000 and accountable for the national sales reporting for GE Commercial Finance to it’s parent in Australia. Key achievements: - Developed cold calling and relationship management skills with the coaching from the Executive in the Region - Enhanced my ability to report financial results and build customer sales proposals - Achieved all goals to achieve 100% + of my target. Goals where based on fee generation, customer satisfaction, loan volume generation, credit analysis & system knowledge and teamwork.



Cisco

• United States
• Software Development
• 700 & Above Employee

• Credit Analyst

  • May 2003 - Feb 2004

  Cisco Capital is a financing company wholly owned by Cisco Systems, Incorporated. Cisco Capital provides finance in the form of Leases or Loans to businesses wanting to acquire Cisco products (routers, switches, internet phones, advanced networks). Key responsibilities in the role were conducting financial due-diligence on prospective customer’s financials, Credit reviews of existing customers and preparation of legal documentation. Key achievements: - Development of financial analysis and credit management skills - Successful management of key accounts (inc. Tiscali SpA and Free SAS) - Continuous improvement of key global credit systems



ANZ

• Australia
• Banking
• 700 & Above Employee

• Business Analyst - Corporate Banking

  • 2000 - 2002

  The Corporate Banking Unit delivers a wide range of financial services (inc Lending, Corporate finance, International Trade & Transactional Banking Services) to a client base that includes companies with annual turnover between NZD5m & NZD100m. Key responsibilities were pricing of long & short term loan facilities, management of the Lower North Island Corporate Term Deposit Book and general client portfolio administration. One of the highlights was assisting in the feasibility study of introducing a new treasury management product based on the current pricing structures that our clients maintained.