Dynamic Senior Manager with a proven track record driving over 15% YoY revenue growth and achieving >98% client retention. Expert in B2B sales and client relationship management, leading cross-functional teams to enhance service delivery and compliance in Financial services (including FX and IR derivatives). Passionate about strategic planning and innovation.
AFMA Accreditation (RG146)
I am a high achieving Finance, Treasury, Sales and Management professional with 20+ years experience working in financial institutions across Commercial, Corporate and Institutional segments. I have a strong, proven track record building and developing various new and existing businesses that have included leading three ANZ teams (FX Dealers, Fin Markets Advisory & FX BDM) to 75%+ (Actual) year-on-year revenue growth over the three financial years. I have developed exceptionally strong interpersonal communication and strong time management skills developed over several years, that have helped me deliver on budgeted and stated financial and non-financial goals and objectives. Energetic and goal oriented I have a refined, genuine passion to achieve the very best out of myself and my team and regularly and strongly support ongoing organisational progression and changes. I hold a MBA and Bachelor of Business in Finance and I’m seeking a new professional opportunity and potential new direction in my career progression.
I have several current and past referees that will be provided as required
Strategic and results-driven Senior Manager with expertise in client services, structured financial products, and enterprise-level SaaS solutions. A proven track record in leading cross-functional teams, building revenue engines, and launching client-driven products that delivered strong revenue growth and significant retention. Strong reputation for navigating complex stakeholder environments and fostering high-trust and high-performance cultures.
June 2023 to January 2025 Career Break (Home Renovation): Undertook a full-scale home renovation project, deepening planning, stakeholder management, and budgetary management whilst learning new skills.
References available upon request.
Beyond a successful career in financial markets and client management, I've consistently demonstrated leadership in both professional and personal settings. At American Express and ANZ Bank, I led high-performing teams, managed liquidity risk, and drove strategic growth initiatives across FX and IR derivatives. I remain actively engaged with financial literature, economic policy updates, and emerging fintech innovations, ensuring I stay ahead of industry trends. Whether mentoring talent, collaborating across functions, or influencing stakeholders, I bring a blend of analytical rigor, resilience, and emotional intelligence to everything I do.