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Adam Gordon Email & Phone Number
Head of Client Relationship Management and Administration
at
Rivkin Private Wealth
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✓ Verified August 2026
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Current company
Role
Head of Client Relationship Management and Administration
Location
Cronulla, New South Wales, Australia
Company size
Who is Adam Gordon? Overview
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Quick answer
Adam Gordon is listed as Head of Client Relationship Management and Administration at Rivkin Private Wealth, a with 8 employees, based in Cronulla, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Adam Gordon.
Adam Gordon previously worked as Senior Operations Associate at Mizuho and Operations Associate at Olivetree Financial. Adam Gordon holds Gcse from Chatham Grammar School For Boys.
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Email format at Rivkin Private Wealth
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Rivkin Private Wealth
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Profile bio
About Adam Gordon
As a senior operations associate with over eight years of experience in the financial sector, I have developed and demonstrated a strong expertise in post-trade settlement, operational analysis, and process improvement. I have successfully ensured the timely and accurate settlement of bond and equity trades across various markets, including Euroclear, Asian, Australasia, European, and US markets, handling any issues and processing transactional taxes.In my most recent role at Mizuho, one of the largest financial groups in the world, I delivered high-quality results and reduced operational risk by applying my skills in Microsoft Excel, time management, problem solving, and attention to detail. I also contributed to the improvement of the department's processes and automation, implementing ideas and working on projects as needed. Additionally, I cross-trained and covered other teams across the operations, liaising with cash management and traders to resolve failed trades and support organizational goals. I pride myself on maintaining high standards and striving to achieve excellence, even in fast-paced and high-pressure environments.I am passionate about the financial industry and eager to learn new skills and take on new challenges. I am currently open to new opportunities in the settlements or operations field, where I can leverage my expertise and add value to a dynamic and innovative organization.
Listed skills include Trading, Bonds, Equities, Fixed Income, and 10 others.
Current workplace
Adam Gordon's current company
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Rivkin Private Wealth
6 roles
Adam Gordon work experience
A career timeline built from the work history available for this profile.
Senior Operations Associate
Ensuring all Bond and Equity trades settle on a timely basis; within Euroclear, Asian, Australasia, European, US Markets and handling of any failing trade issues.Declaration and processing of transactional taxes: UK & Irish Stamp, Financial Transaction Tax.Investigation and processing of interest claims and fail charges.Implementing ideas across the department; with an aim to reduce manual processes and improve automationProject work when called upon and contributing to the department’s project slate.Cross train and cover other departments/team members across the Operations as and when required.Liaising with Cash Management and traders to resolve failed trades, bond settlement issues and general operational risk.
Aug 2021 - Jul 2022
Operations Associate
Responsible for Equity post-trade settlement in Europe, Americas and Asia, along with ad hoc operational duties.
Feb 2018 - Jul 2021
Traveling
Traveling
Mar 2016 - Oct 2017
Middle Office And Operations
Working at Nevastar Finance operating a number of roles and tasks:• Liaising with Brokers, Custodians and Banks across Europe in order to settle trades, FX’s, dispute fees/commission booked to the accounts among all other types of dealings• Placing Forward and Spot FX’s be it at clients requests or for account management purposes• Overseeing and checking accounts in order to verify transactions are booked correctly• Working closely with Portfolio Managers to ensure accounts are at all times managed to meet the clients agreed specification• Using Bloomberg to gain required information for setting up Bonds, Equities, Futures and Options among other tradeable entities, as well as for updating internal information• Ensuring portfolios and valuations are accurate and up to date in order to present to clients• Calculating performance of accounts for internal and client use• Filtering through emails and replying accordingly
Mar 2014 - Mar 2016
Settlements Clerk
• Chasing up traders for any outstanding trades from the previous working day and addressing any matching issues• Going through emails which require my attention and responding accordingly• Processing spreadsheets through the system, from external companies and offices both within the UK and internationally• Processing manual tickets from brokers within the office• Managing electronic trades• Setting up and updating Bonds, Bunds, UK and US treasuries• Setting up new client counterparties whilst liaising with Compliance and Risk Management• Working out profit and loss and allocating profit as instructed• Using Bloomberg, Euroclear, SWIFT and TRAX
Feb 2012 - Mar 2014
2 education records
Adam Gordon education
Gcse
Chatham Grammar School For Boys
A Level
Walderslade Joint Sixth Form
FAQ
Frequently asked questions about Adam Gordon
Quick answers generated from the profile data available on this page.
What company does Adam Gordon work for?
Adam Gordon works for Rivkin Private Wealth.
What is Adam Gordon's role at Rivkin Private Wealth?
Adam Gordon is listed as Head of Client Relationship Management and Administration at Rivkin Private Wealth.
Where is Adam Gordon based?
Adam Gordon is based in Cronulla, New South Wales, Australia while working with Rivkin Private Wealth.
What companies has Adam Gordon worked for?
Adam Gordon has worked for Rivkin Private Wealth, Mizuho, Olivetree Financial, Traveling, and Nevastar Finance.
How can I contact Adam Gordon?
You can use AeroLeads to view verified contact signals for Adam Gordon at Rivkin Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Adam Gordon attend?
Adam Gordon holds Gcse from Chatham Grammar School For Boys.
What skills is Adam Gordon known for?
Adam Gordon is listed with skills including Trading, Bonds, Equities, Fixed Income, Settlement, Alternative Investments, Asset Management, and Hedge Funds.
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