Danielle Bartholomeusz
Head of Process, Wealth at Findex- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
AU
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Credentials
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Affiliate Member of the Institute of Managers and Leaders
Institute of Managers and LeadersApr, 2018- Oct, 2024
Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Head of Process, Wealth
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Jan 2020 - Present
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Head of Professional Standards
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Jan 2015 - Jan 2020
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Compliance & Quality Assurance Manager
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Sep 2009 - Jan 2015
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Operations & Compliance Officer
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Aug 2004 - Sep 2009
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Client Services Manager
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Apr 2003 - Aug 2004
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Client Services Officer
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Mar 2000 - Mar 2003
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Education
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2017 -
AIM Education & Training
Master of Business Administration - MBA, Business -
2014 - 2014
AFMA
Advanced Diploma Financial Licensing Management (Risk Management), Banking and Financial Support Services -
2007 - 2007
Charles Sturt University
Graduate Certificate in Compliance, Graduate Certificate in Compliance
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