Thanh Phan
Melbourne,VIC
Summary
Over 25 years experience in the Custody industry and passionate in servicing clients to achieve transitional and strategic initiatives.
Enjoys working autonomously or collaboratively as part of a team to drive success.
Overview
19
19
years of professional experience
Work History
Head of Client Implementation
NAB Asset Servicing
07.2013 - Current
- Responsible for the end to end delivery of all NAB Asset Servicing client Transition initiatives.
- Client on-boarding, off-boarding, successor fund mergers, portfolio restructures, termination and appointments.
- Lead and drive a highly experienced business unit of specialists across three functions, project management, custody Transition and tax and accounting Transition.
- Responsible for internal and external stakeholder management. Includes all impacted internal business units, clients, third party stakeholders, investment managers, unit registries, member administrators, auditors, legal and others.
- Responsible for Transitions risks, process procedures and controls.
- Responsible for the delivery and implementation of NAB Asset Servicing Business Wind down initiatives.
Tax Manager
NAB Asset Servicing
07.2006 - 06.2013
Education
Chartered Accountant -
ICAA
01-2003
Bachelor of Commerce - Major in Finance
The University of Melbourne
Melbourne12-2000
Skills
- Customer Focus
- People Focus
- Ability to work independently and also in a team environment
- Active listening and effective communication
- Lead and drive a process and/or people
- Calm under pressure
- Decision-making
- Organization and time management
- Risk Focus
Achievements
- 2023-2024 - successfully project managed and implemented 52 client exits as part of NAB Asset Servicing wind down objective
- 2013-2023 - successfully managed and implemented over 1130 Client Transition initiatives for NAB Asset Servicing (client on-boarding, off-boarding, restructures and successor fund managers)
- Highly engaged team, average tenure 17 years of service
Timeline
Head of Client Implementation
NAB Asset Servicing
07.2013 - Current
Tax Manager
NAB Asset Servicing
07.2006 - 06.2013
Chartered Accountant -
ICAA
Bachelor of Commerce - Major in Finance
The University of Melbourne
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