Bridgette Lopez
Summary
A highly qualified and well regarded financial services professional. I have extensive experience in stakeholder engagement, relationship and project management and business development delivering exceptional client focused solutions across share registry, corporate secretarial, banking and financial markets for over 20 years. I am an outgoing, highly organised and proactive individual who consistently thrives in a collaborative and innovative culture.
Overview
14
14
years of professional experience
Work History
General Manager Corporate Services
Fernville Group
12.2023 - Current
- Management of corporate governance and regulatory compliance tasks across numerous clients.
- Skilled in managing board meetings, drafting minutes, circular resolutions and ensuring compliance with legal and regulatory requirements.
- Preparation and lodgement of ASX announcements, ASIC forms, prospectus, and offer documents.
- Detail-oriented professional with a focus on managing organizational documentation and ensuring transparency and accountability.
- Effective communicator with the ability to liaise with internal stakeholders, board members, and external regulatory bodies to facilitate smooth operations and compliance.
Customer Success Director - Companies
Automic Group
07.2022 - 12.2023
- Accomplished Customer Success Director with a strong background in leading and mentoring a team of customer success managers to drive client satisfaction and retention
- Proven ability to develop and implement customer success strategies that align with business goals and objectives
- Skilled in building and nurturing relationships with key clients to understand their needs and provide personalized solutions
- Proficient in analyzing data and metrics to measure customer success and make data-driven decisions
- Strategic thinker with a focus on continuous improvement and innovation to enhance the customer experience and drive business growth.
Customer Success Manager - Companies
Automic Group
06.2021 - 07.2022
- Experienced customer success manager with a proven track record of building strong client relationships and increasing client satisfaction
- Skilled in developing and executing client success strategies to drive business growth and retention
- Effective communicator with a focus on understanding client needs and delivering exceptional support and service
- Collaborative team player with a passion for exceeding customer expectations and achieving organizational goals.
Assistant Relationship Manager - Commercial Banking
Westpac
07.2020 - 06.2021
- Compilation of credit submissions, deal structuring and financial analysis for both existing and new-to-bank opportunities
- Ongoing portfolio management, including reviews, matured facilities, and delinquencies to ensure credit quality is maintained
- Drive high-quality deal origination and implement tactical relationship management approach
- Target high growth opportunities and grow Westpac's capabilities in industry specialization, working capital, and specialist expertise areas.
Manager Client Services VIC & SA
Boardroom
09.2013 - 04.2019
- Key account planning and management including developing strategies for maintaining and growing client relationships and revenue on allocated portfolio across VIC and SA
- Successfully involved in sales, business development, proposal process, and tender presentations
- Identification of opportunities to expand use of Boardroom and its partner's products and services through networking and referral across industry events and conferences
- Strategic meetings and commercial negotiations conducted with key personnel of high profile clients
- Efficiently led and project managed internal specialist teams across Annual General Meetings for clients including attendance and print and mail of meeting documents, dividend payments, corporate actions, and employee share plans
- Successfully completed the transition and on-boarding of new ASX listed clients to the business from incumbent share registries.
Executive Team Assistant - Corporate Banking
Bank of America
08.2011 - 08.2013
- Provided high-level administrative support to Corporate Banking team consisting of Managing Director, Director and Analysts
- Diligently carried out diary management, screening of calls, reconciliation of credit card expenses and management of records in accordance with approved policies and procedures.
- Diligently carried out diary management, screening of calls, reconciliation of credit card expenses and management of records in accordance with approved policies and procedures.
- Arrangement of travel approval, bookings for complex domestic and international travel itineraries.
- Efficiently coordinated Corporate Banking client meetings, seminars and events across various lines of business for domestic and international staff.
Senior Adviser Assistant
Bell Potter Securities Limited
02.2010 - 08.2011
- Effectively dealt in and promoted financial products and services including but not limited to domestic and international equities, superannuation, margin lending, and options
- Efficiently executed trades, investment reporting, corporate actions, and resolved complex queries for both domestic and international equity clients
- Assessed client's financial objectives and prepared Proposed Portfolios and Statement of Advices.
Education
RG146 Tier 1 And 2 -
Kaplan Professional
06.2020
Graduate Diploma in Applied Finance And Investment -
Kaplan Professional
Sydney NSW12.2013
Bachelor of Commerce - Accounting And Finance
Australian National University
Canberra, ACT12.2000
Skills
- Client Account Management
- Client Relationship Building
- Client Retention
- Executive Support
- Office Management
- Project Planning
- Team Management
- Strategic Planning
Volunteer Experience
- Carlton Young Professionals, Events Committee Member
- St Joseph's Primary, Malvern, Social Committee Member
Hobbies and Interests
Maintain an active lifestyle regularly attending the gym, running and playing tennis. Avid traveller who enjoys exploring new cultures and cuisines. Quality time with family and friends attending food, sporting and music events.
Timeline
General Manager Corporate Services
Fernville Group
12.2023 - Current
Customer Success Director - Companies
Automic Group
07.2022 - 12.2023
Customer Success Manager - Companies
Automic Group
06.2021 - 07.2022
Assistant Relationship Manager - Commercial Banking
Westpac
07.2020 - 06.2021
Manager Client Services VIC & SA
Boardroom
09.2013 - 04.2019
Executive Team Assistant - Corporate Banking
Bank of America
08.2011 - 08.2013
Senior Adviser Assistant
Bell Potter Securities Limited
02.2010 - 08.2011
RG146 Tier 1 And 2 -
Kaplan Professional
Graduate Diploma in Applied Finance And Investment -
Kaplan Professional
Bachelor of Commerce - Accounting And Finance
Australian National University
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