Experience

North Bondi Surf Life Saving Club

• Australia
• Public Safety
• 1 - 100 Employee

• Nippers Coordinator

  • Jul 2021 - Present



Schroders

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Executive

  • Sep 2010 - Nov 2016

  As Client Executive I was the central point of contact for institutional and retail clients. My role required an ability to understand all aspects of each client's accounts and included dealing with legal, operational, compliance and investment product related issues. Responsibilities included: Coordinating presentation material, fund marketing, client reports, managing and developing internal and external relationships and new client take on process. I worked in the New York Office from June 2008 to April 2009.



Norton Rose Fulbright

• United Kingdom
• Law Practice
• 700 & Above Employee

• Business Development Associate (BDA)

  • Nov 2009 - Sep 2010

  As BDA I had national responsibility for working with all Partners in the corporate business division on the execution of their annual business plans. I focused on the provision of high value business development services, such as account management, profile raising and developing referral networks. Responsibilities included: co-ordinating the execution of account plans for national key clients and industry campaigns, event management, manage publications, marketing campaigns, tenders, market research and manage marketing budgets.



ING Clarion

• Senior Marketing Associate

  • Oct 2007 - May 2008

  In this position of Senior Associate I played a key role in presenting ING Clarion's investment capabilities to current and prospective clients, along with the consultant community through preparing tenders, presentations, database maintenance and marketing publications. In this position of Senior Associate I played a key role in presenting ING Clarion's investment capabilities to current and prospective clients, along with the consultant community through preparing tenders, presentations, database maintenance and marketing publications.



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Business Development Associate (BDA)

  • Dec 2005 - Aug 2007

  As BDA I was responsible for the production of both formal and informal information on Russell's institutional product offerings. I supported the business development, asset consulting, implemented consulting, master trust and funds management teams with tenders, presentations pitches, marketing research and performance reports. As BDA I was responsible for the production of both formal and informal information on Russell's institutional product offerings. I supported the business development, asset consulting, implemented consulting, master trust and funds management teams with tenders, presentations pitches, marketing research and performance reports.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Mar 2001 - Dec 2005

  As Senior Associate, I played a pivotal role in establishing and maintaing international and national key client relationships. Responsibilites included: attending regular meetings with existing clients to promote new products, discuss any issues and build relationships. I produced and presented marketing material to new and exsiting clients and manged all clients cashflows. As Senior Associate, I played a pivotal role in establishing and maintaing international and national key client relationships. Responsibilites included: attending regular meetings with existing clients to promote new products, discuss any issues and build relationships. I produced and presented marketing material to new and exsiting clients and manged all clients cashflows.