In my current role at RBC I manage Global Equities, GLIF and Asian HF accounts.
Have demonstrated success with key accounts, opening new accounts with Global Focus top 40's (Millennium, GIC and Janus Henderson for example).
Grown revenues in down markets. GLIF increased 31% yoy despite the client wallet falling 30%. Increased Global Equities tags by 400% yoy in 2024.
Positive contributer and driver of culture at RBC inside and outside the office.
Been chosen in the Citadel Alpha League 'Allstars' 4 quarters in a row (1 of 18 in Australia).
I have forged strong relationships across the platform with North American and UK/EU colleagues.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Multi-Asset Dealer
AMP Capital
10.2020 - 03.2022
Managed and Traded Asian-Pacific Equities, FX, international futures, derivatives, and bond trading
With a focus on equities took an active hands-on approach to trading, utilizing both EE and HT trading.
Acted as the first point of contact for portfolio managers (across 7 equity funds), exposure management, investment operations, our custodian, middle and back office
Strong knowledge of markets, trading restrictions, laws and importantly the brokers that differ across Asia
Funds Distribution BDM
Fiducian Investment Management
06.2019 - 10.2020
Was responsible with creating an institutional and retail fund distribution offering across a range of 14 different multi-manager funds
Distributed the specialist funds to the wholesale market in Australia, New Zealand and Germany ensuring these efforts result in FUM inflow via face-to-face meetings, phone calls and webinar presentations
Was responsible for acquisition financial modeling, forecasting and negotiating.
BFS Business Development Senior Associate
Macquarie Bank
02.2017 - 06.2020
Was responsible for maintaining internal stakeholder relationships with other parts of Macquarie Bank; specifically, the Business Banking Portfolio in which I managed the business development, presented at all business banking functions and also pitched to their third-party introducer clients
DA
Bell Potter Securities
03.2015 - 02.2017
Was required to compile large client briefs trade, chart and explain all trades and the resultant capital gains/losses across the client's portfolio.
Education
Professional Diploma of Stockbroking -
Kaplan
RG146 -
Australian Securities And Investment Corporation
03-2022
BA. Comm - Finance, Accounting And International Business