Overview
Work History
Education
Leadership And Activities
References
Timeline
Generic

Xavier Ryan

Vaucluse,Australia

Overview

5
5
years of professional experience

Work History

Associate

Canaccord Genuity
07.2022 - Current
  • Working as the assistant to three financial advisers helping build and maintain client relationships and assist in the management of private client portfolios
  • Place execution only trades on the ASX.
  • Assist in raising money across our national wealth network for specific listed income trusts
  • Ensure options swaps are given up and accepted between settling houses and institutional clients

Executive Associate

Mark Moran Group
01.2021 - 06.2022
  • Accounts receivable role with my main responsibilities including generating and distributing members statements as well as maintaining bank reconciliations
  • Solely responsible for the company's bank reconciliations, reconciling and allocating many transactions across many bank accounts
  • Included in the challenging task of creating detailed budgets for a new, yet to be open Aged Care Facility
  • This involved estimating expenses and revenues without any historical data.

HSC Tutor

Saint Joseph's College Hunters Hill
01.2019 - 01.2021
  • Assisting students in year 11 and 12 in both General Mathematics and Business Studies
  • Learnt to teach already known skills and knowledge to school students who may not understand particular concepts.

Bar Team Leader / Cellarman

Paragon Hotel
01.2019 - 01.2021
  • Working as an experienced bartender acting as a leader, particularly when training new staff
  • Working as the cellarman, taking deliveries, ensuring stock is always available and preparing tax invoice statements for the hotel.

Education

Accredited Derivatives Adviser Level 1 -

Kaplan
Sydney, NSW

Core 1 - Securities And Managed Investments Accreditation

Stockbrokers And Investment Advisers Association
Sydney, NSW
11.2022

Bachelor of Commerce, Majoring in Accounting and Business Law -

The University of Sydney
Sydney, NSW
06.2022

High School Certificate -

Saint Joseph's College Hunters Hill
Hunters Hill, NSW
12.2018

Leadership And Activities

  • Saint Joseph's College Hunters Hill

                 Indigenous Immersion 2017

                 Member of the 1st XV Rugby Team 2017-2018 (2018 Premiers)

                 Member of the 3rd IV Head of the River Winning Crew 2018

  • Australian Defence Force, Long Tan Leadership and Teamwork Award 2018
  • Eastern Suburbs District Rugby Union Club

                 Member of the 2019 Premiership winning Colts 3rd XV

                 Member of the 2020 Colts 1st XV (2nd place)

                 Member of the 2022 Premiership winning 3rd XV

                 Member of the 2022 Premiership winning 2nd XV

References

  • Danny Sidgreaves, Deputy Headmaster, Saint Joseph's College Hunters Hill, 0412727992
  • Peter Jorgensen, Head of Private Wealth, E&P Financial Group, 0448229535

Timeline

Associate

Canaccord Genuity
07.2022 - Current

Executive Associate

Mark Moran Group
01.2021 - 06.2022

HSC Tutor

Saint Joseph's College Hunters Hill
01.2019 - 01.2021

Bar Team Leader / Cellarman

Paragon Hotel
01.2019 - 01.2021

Accredited Derivatives Adviser Level 1 -

Kaplan

Core 1 - Securities And Managed Investments Accreditation

Stockbrokers And Investment Advisers Association

Bachelor of Commerce, Majoring in Accounting and Business Law -

The University of Sydney

High School Certificate -

Saint Joseph's College Hunters Hill

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Xavier Ryan