I have 19 years of experience in the funds management industry in Australia. During this time, my career has developed within an innovative environment of a boutique fund manager, Australia’s largest Investment Bank – Macquarie Bank (ASX:MQG) and presently at PIMCO. The experience that I have gained has provided me with an accelerated personal growth path which has encompassed international investment exposure and capital raising activities across markets and asset classes. I possess a strong understanding of the sales process within the Australian wealth management landscape. This is supplemented by my technical understanding of investment markets across a number of asset classes. However, it is my ability to communicate messages in a manner which is appropriate for the audience, which has allowed me to build rapport and trust across a broad cross section of clients (namely, advisers, CIOs, family office clients, research houses and asset consultants). This has laid the foundation for my success in acquiring, growing and retaining business over an extended period time.
Responsibilities & Achievements
HCL approval
30% growth in alts