Tim Reid
Specialist Investment Finance Broker at inSynergy Advisory- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Credentials
-
Data Science Methodology
IBMMar, 2020- Nov, 2024 -
Data Science Orientation
IBMMar, 2020- Nov, 2024 -
Open Source Tools for Data Science
IBMMar, 2020- Nov, 2024 -
The Language and Tools of Financial Analysis
CourseraSep, 2019- Nov, 2024
Experience
-
inSynergy Advisory
-
Australia
-
Real Estate
-
1 - 100 Employee
-
Specialist Investment Finance Broker
-
Mar 2022 - Present
-
-
-
Commonwealth Bank
-
Australia
-
Financial Services
-
700 & Above Employee
-
Extra Care Specialist
-
May 2020 - Mar 2022
-
-
-
-
Engagement Manager
-
Apr 2017 - May 2020
• Present on behalf of the organisation at conferences and events with the goal to drive donations• Pitch and prepare proposals on current projects to corporate donors• Meet with partners and donors to tailor giving programs• Maintain a sales pipeline of potential corporate donors• Work with other teams, such as finance and marketing, to ensure best outcomes when representing the organisation
-
-
Media and Communications Coordinator
-
Mar 2015 - Apr 2017
• Drive new and existing media partnerships to deliver front of mind recognition on relevant issues• Track organisation media footprint and outcomes• Maintain public profile of the CEO• Act as an advocate of the organisation in media interviews and news• Pro-actively pitch new stories to media• Develop new campaigns, fundraisers and promotional strategy• Manage internal stakeholders to create buy in for campaigns• Write copy for different mediums including; web, print and social• Maintain a content calendar Show less
-
-
-
Citi
-
United States
-
Financial Services
-
700 & Above Employee
-
Hardship Officer
-
Oct 2012 - Jul 2013
• Completing assessments for new and existing customers while recommending appropriate actions over the phone • Make decisions and action accounts to achieve customers financial rehabilitation • Review and action accounts in a manner that is compliant with legislation • Interpret individual claims into a framework of solutions • Negotiate terms of debt including restructuring • Negotiate terms of debt with financial counsellors and approved external 3rd parties • Work to improve process and develop new remedial tools to rehabilitate customer accounts Show less
-
-
-
Westpac
-
Australia
-
Banking
-
700 & Above Employee
-
Team Member Payments
-
Feb 2008 - Dec 2012
• Reconcile account details • Re-route international payments through inter-bank relationships• Daily filing and processing of exceptional payments• Negotiate foreign exchange rates with dealers and using online platform• Work to detect and reduce instances of fraud• Develop new processes to reduce inefficiencies• Migrate and check data in system updates
-
-
Communications Intern
-
Nov 2011 - Jul 2012
• Create and distribute a monthly newsletter update for people leaders• Interview employees and write stories on projects to communicate to other teams• Script and film a video blog of internal updates• Create and implement a communications calendar• Update intranet site
-
-
-
Republic of Everyone
-
Australia
-
Advertising Services
-
1 - 100 Employee
-
Strategy Intern
-
Jun 2012 - Jul 2012
• Research industry trends relevant to clients • Look for product development opportunities based on emerging trends • Present trends to others teams to contribute to marketing pitches • Research industry trends relevant to clients • Look for product development opportunities based on emerging trends • Present trends to others teams to contribute to marketing pitches
-
-
-
Cancer Council NSW
-
Australia
-
Wellness and Fitness Services
-
300 - 400 Employee
-
Communications Intern
-
Sep 2011 - Feb 2012
• Maintain media contact databases • Research and contact relevant bloggers to promote the organisation • Proof-read media alerts, blogs and social media posts • Maintain media contact databases • Research and contact relevant bloggers to promote the organisation • Proof-read media alerts, blogs and social media posts
-
-
Education
-
Kaplan Professional
Certificate IV in Finance and Mortgage Broking -
University of Western Sydney
Communications, Communications, Public Relations -
Wycliffe Christian School