Experience

One Investment Group, Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director, Custody

  • Apr 2018 - Present



Mainstream BPO

• Custody & Operations Manager

  • May 2016 - Apr 2018



State Street Global Markets

• Operations Manager

  • Sep 2014 - Aug 2015

  Daily management of four separate middle and back office operational units supporting the various trading businesses of State Street Global Markets. Onshore operational units are Portfolio Solutions (Transition management), Securities Finance, Foreign Exchange and Trade Support. Responsibilities: Managemet of 10 direct staff Oversight of several offsore service providers (India) Co-ordination and oversight of numerous projects and initiatives Cohesive and collaborate support for both Asia Pac and US/Europe offices in "follow the sun" model. development and implementation of comprehensive cross training plan for Sydney and in conjunction with other APAC office needs. Show less



NAB

• Australia
• Banking
• 700 & Above Employee

• 24 Hour Operations Manager

  • Dec 2009 - Jul 2014

  Day to day running of the 24 hour operation service NAB offer to clients. Includes all trade processing/amendments, market settlements, corporate actions, foreign exchange, cash transactions, reconciliations and client service. Day to day running of the 24 hour operation service NAB offer to clients. Includes all trade processing/amendments, market settlements, corporate actions, foreign exchange, cash transactions, reconciliations and client service.



CLSA

• Hong Kong
• Financial Services
• 700 & Above Employee

• Manager, Middle Office / Project Management

  • May 2007 - May 2009

  Project Manager for Transaction Management arm of CLSA. Also daily management of middle office functions and staff. Project Manager for Transaction Management arm of CLSA. Also daily management of middle office functions and staff.



Credit Suisse Asset Management

• Trade & Settlement Manager

  • Nov 2002 - Mar 2007

  day to day running of trade & settlement team. Both Global and domestic Fixed Income, Derivatives, Equities and Foreign exchange products. Overseeing Corporate Actions, security pricing, reconciliations, day to day running of trade & settlement team. Both Global and domestic Fixed Income, Derivatives, Equities and Foreign exchange products. Overseeing Corporate Actions, security pricing, reconciliations,



Chase Manhattan/JP Morgan Chase

• Account Manager

  • Dec 1995 - Feb 2000

  Client service management Client service management