Experience

Certane

• Australia
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Apr 2021 - Present

  Ensuring the Operations Team delivers superior client service and the business meets its risk, compliance, regulatory and client contractual obligations.

• Manager, Product and Service

  • Apr 2020 - Apr 2021



Sargon

• United States
• Construction
• 1 - 100 Employee

• Client Service Manager

  • Nov 2018 - Apr 2019



Australian Executor Trustees Limited

• Australia
• Financial Services
• 1 - 100 Employee

• Client Service Manager

  • Apr 2018 - Nov 2018

  Leading the Client Service Team to provide excellent services to our clients and stakeholders.

• Relationship Manager

  • Sep 2015 - Apr 2018

  Building and maintaining client relationships and implementing new business for property clients.

• Account Manager

  • Oct 2012 - Sep 2015

  Responsible for managing the daily administration function for portfolio of property custody clients. Focus on building and maintaining relationships and implementation of new schemes and trusts.

• Senior Administrator

  • Jan 2011 - Oct 2012

  Day to day administration for the property custody clients, ensuring core deliverables were met.

• Document Custodian

  • Jul 2006 - Jan 2011

  Management of the safe custody of physical assets. Implementation of procedures, best practice techniques and records management system.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Document Custodian

  • 2003 - 2006

  The management of physical assets held in custody. Maintaining good relationships with clients and service providers. The management of physical assets held in custody. Maintaining good relationships with clients and service providers.



Guardian Trust

• New Zealand
• Financial Services
• 1 - 100 Employee

• Document Custodian

  • 1999 - 2003

  The management of physical assets held in safe custody. The management of physical assets held in safe custody.