Experience

• 

  Westpac New Zealand

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Relationship Manager

    • Oct 2020 - Present

    Manufacturing & Wholesale TradeInstitutional and Business Banking

  • Commercial Manager - Major Client Group

    • Aug 2018 - Sep 2020

    Managing a portfolio of medium to large size business banking customers with lending needs in the range of $5 to $15 million. Developing new and existing relationships with key clients as well as creating deeper client coverage and engagement. Working closely with insight analysts and product partners to develop and deliver the best customer strategy and appropriate financial solutions.

• 

  Bank of New Zealand

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Structured Working Capital & Supply Chain Finance

    • Dec 2014 - Apr 2018

    Identifying and growing structured working capital and supply chain finance opportunities for Institutional Banking and Corporate clients. Leading and integrating new to bank products that match an identified client need as well as collaboration across the business to leverage cross sell opportunities.

  • Corporate & Specialised Finance

    • May 2010 - Nov 2014

    End-to-end delivery and execution of bespoke financing transactions and initiatives including origination, product development, structuring, risk mitigation, project management and due diligence.

• 

  UBS Investment Bank

  • Switzerland
  • Financial Services
  • 700 & Above Employee

  • Associate Director - Equities Product Control

    • Mar 2004 - Feb 2010

    Production and analysis of daily trading P&L, Balance Sheet control, valuation testing and provisioning for the Australian Equities business. Primarily responsibility was for the Derivatives book, which is a client-driven business including Flow Trading, Structured Products, Derivative Sales and Electronic Volatility Trading desks.

  • Senior Accountant

    • Mar 2002 - Mar 2004

• 

  UBS Investment Bank

  • London, United Kingdom

  • Equities Product Control - Contractor

    • Apr 2001 - Dec 2001
    • London, United Kingdom

• 

  Deutsche Bank

  • London, United Kingdom

  • Business Analyst - Contractor

    • Oct 1999 - Jan 2001
    • London, United Kingdom

• 

  Henderson Global Investors

  • London, United Kingdom

  • Group Management Accountant - Contractor

    • Oct 1998 - Jun 1999
    • London, United Kingdom

• 

  Sky City Limited

  • Auckland, New Zealand

  • Corporate Accountant

    • Nov 1996 - Jul 1998
    • Auckland, New Zealand

• 

  PwC

  • Whangarei, New Zealand

  • Business Advisory Services Graduate

    • Apr 1994 - May 1996
    • Whangarei, New Zealand

    .