Overview
Work History
Education
Skills
Other
Timeline
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AARON LUTTRELL

Rose Bay,NSW

Overview

5
5
years of professional experience

Work History

Account Director - Fintech SAAS

Padua Financial Group (Padua Solutions)
10.2023 - Current
  • Leadership & Strategy: Led the Key Account Management team within the Distribution function, reporting directly to the CEO, responsible for managing and providing strategic direction to three junior staff members
  • Business Transformation: Spearheaded "Project Horizon," an internal business strategy transformation initiative to enhance market competitiveness and client satisfaction
  • Client Relationship Management: Proactively developed and maintained key relationships with Padua's largest clients, including advisers and fund managers, ensuring sustained satisfaction and business growth
  • Business Development: Conducted strategic sales meetings with fund managers to increase advertisements on Padua’s platform, contributing to revenue growth and brand visibility.

Senior Business Consultant – Financial Services

Ernst & Young (EY)
02.2020 - 10.2023
  • Leadership & Management: Performed as 'Acting Manager' on multiple engagements, overseeing and guiding a team of consultants
  • Financial Sector Consulting: Provided strategic consulting services to the institutional, retail, and commercial divisions of both domestic and international banks, enhancing their operational efficiency and market positioning
  • Market Analysis: Conducted macro-level analysis of the renewable energy sector in developing countries, identifying market opportunities and risks
  • Executive Engagement: Facilitated workshops with C-Suite executives and board members of large enterprises, promoting strategic initiatives and change management
  • Business Development: Contributed to business growth by crafting detailed proposals and participating in client pitches.

Analyst

Innova Asset Management
03.2019 - 12.2019
  • Investment Data Analysis & Support: Provided data analysis and insights to the investment team to aid decision-making processes
  • Investment Portfolio Management: Maintained efficient rebalancing techniques to ensure adherence to target investment asset allocations and liquidity requirements
  • Business Development: Developed marketing collateral and materials for client presentations, enhancing client understanding and engagement.

Education

Bachelor of Commerce: Finance Major -

Macquarie University

RG146 - Managed Investments (Kaplan) - In Progress, WSO Financial Statement Modelling (Wall Street Oasis), Introduction to ESG (Corporate Finance Institute), EY Analytics - Data Visualisation - Bronze (EY), EY Wealth and Asset Management - Financial Products - Bronze (EY), Master Excel for Financial Analysis (Udemy) -

Other

CFA Level 1 (Passed) -

CFA Institute
07.2021

Skills

  • Microsoft Suite (Excel, Powerpoint, Word)
  • PowerBi foundations
  • Hubspot
  • Graphic Design
  • Video Editing

Other

Proficient in Excel, PowerPoint, Word, PowerBi foundations, Hubspot, Basketball, Running, Gym, Surfing, Investing, Graphic Design, Video Editing

Timeline

Account Director - Fintech SAAS

Padua Financial Group (Padua Solutions)
10.2023 - Current

Senior Business Consultant – Financial Services

Ernst & Young (EY)
02.2020 - 10.2023

Analyst

Innova Asset Management
03.2019 - 12.2019

Bachelor of Commerce: Finance Major -

Macquarie University

RG146 - Managed Investments (Kaplan) - In Progress, WSO Financial Statement Modelling (Wall Street Oasis), Introduction to ESG (Corporate Finance Institute), EY Analytics - Data Visualisation - Bronze (EY), EY Wealth and Asset Management - Financial Products - Bronze (EY), Master Excel for Financial Analysis (Udemy) -

Other

CFA Level 1 (Passed) -

CFA Institute

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AARON LUTTRELL