Experience

Australian Unity Wealth

• Australia
• Investment Management
• 100 - 200 Employee

• National Manager, Institutional and Wholesale

  • Dec 2022 - Present

• Key Accounts Manager - Research & Platforms

  • Oct 2021 - Present



Bell Asset Management

• Australia
• Investment Management
• 1 - 100 Employee

• Institutional Client Manager

  • Sep 2019 - Oct 2021



Ellerston Capital

• Investment Management
• 1 - 100 Employee

• Investor Relations Manager

  • May 2018 - Aug 2019

• Account Manager

  • Sep 2016 - May 2018



Magellan Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Key Account Associate

  • Jul 2013 - Aug 2016

• RFP Specialist

  • May 2012 - Jun 2013



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Business Development Research Associate

  • Oct 2011 - Mar 2012

  - Completion of quantitative and qualitative requests from various research houses and dealer groups. - Working closely with investment team to ensure the delivery of consistent and clear messages within research house review meetings. - Preparation of presentation material used for research house review meetings. - Attendance at review meetings as support to Research House and Asset Consultant Relations. - Wholesale sales event management. - Support to Head of Research House and Asset Consultant Relations including meeting planning/diary management and travel booking. Show less



ING Investment Management Australia

• Investment Management
• 1 - 100 Employee

• Channel Account Manager

  • Jan 2007 - Sep 2011

  - Working with OnePath to promote their products to research houses and dealer groups. Completion of quantitative and qualitative requests. - Working closely with investment teams and broader distribution team to ensure the delivery of consistent and clear messages to the various channels. - Developing/completing short form documentation, presentations, proposals, questionnaires and other materials and requests for information that support the OnePath relationship. - Responsibility for understanding and being able to present INGIM’s investment capabilities to OnePath and its affiliated businesses. Show less



Atos Euronext Market Solutions

• Finance Assistant

  • 2004 - 2006



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Payment Services Associate

  • 2003 - 2004



IOOF

• Australia
• Financial Services
• 500 - 600 Employee

• Corporate Superannuation Associate

  • 2001 - 2003