Experience

MTF Finance

• New Zealand
• Financial Services
• 100 - 200 Employee

• Franchise Co-Owner

  • Oct 2022 - Present



Westpac New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Relationship Manager - Agribusiness

  • Dec 2018 - Oct 2022



Sumitomo Mitsui Banking Corporation

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • Dec 2016 - Jun 2018

  Portfolio Manager - Structured Finance - Infrastructure (PPP & PFI) Managed a portfolio of construction and operations phase project finance deals, as part of the structured finance division, with total invested capital up to GBP 600 million. ▪ Projects were located across the United Kingdom, as well as The Netherlands and Hungary, with lending facilities in Stirling, Euro and Hungarian Forints. A wide range of assets are managed with local or central government concessions, including schools, airports, hospitals, roads and rail. ▪ Analysis also extended beyond the SPV to cover the project counterparties, including service providers, guarantors and sponsors, including often the analysis of large multination corporates with connections via subsidiaries. Show less



Westpac New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jun 2014 - May 2016

  Local Agri Manager - Westpac Agribusiness ▪ First point of contact for an existing portfolio of banking clients.▪ Financial modelling and analysis of P&L, Balance Sheet statements and cash flow budgets. Actively prospecting new to bank customers.▪ Assessing risk and writing credit submissions for existing and prospective business. Ensuring the portfolio is compliant with regulatory standards including KYC, AML and CDD.▪ Successfully selling the brand, its products and myself. Show less

• Relationship Analyst

  • Mar 2014 - Jun 2014

  Relationship Analyst - Westpac Agribusiness ▪ Lead Analyst of a multi million dollar loan portfolio.▪ Analysis included financial modelling of P&L and Balance sheet statements. Proactively looked to find the best suited banking products to add value to the customer.▪ Assisting the Manager through the processing of credit applications and reviews, as well as monitoring credit facilities and ensuring the portfolio complies with regulatory standards including KYC, AML and CDD.▪ Loans: Drawing down loans, completing roll overs as well as assisting with loan and security compliance. Show less

• Graduate Position

  • Feb 2013 - Mar 2014

  ▪ Worked alongside a Senior Corporate Banker managing a multi million dollar loan portfolio.▪ Participated in all stages of successfully completing a deal.



Lake Taupo Hole in One Challenge

• Taupo

• Qualified Scubadiver

  • Dec 2012 - Jan 2013