Daniel Everett Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Responsible for the end-to-end delivery of Commercial lending products and experiences that will help our business customers grow and thrive. The product suite includes term lending, working capital, asset finance and guarantee products and processes; along with the delivery of business lending transformation programs focused on a seamless customer and banker experience through the value chain.The role requires leading the end-to-end business lending product lifecycle across all customer segments within the Commercial Division, including the end-to-end lending processes and associated credit and operational risk and control environments. The end-to-end responsibilities also encompass oversight of core business lending systems along with the simplification and transformation of Commercial lending products and processes through the delivery of multi-year technology programs.With the customer at the heart of everything we do, the role is a strong customer advocate, accountable for designing market-leading lending products and propositions that position ANZ strongly in market. Monitoring the performance of products and driving enhancements against key success metrics for customer experience and shareholder return, ensuring ANZ is at the forefront of delivering improved customer outcomes.Effective execution is dependent on highly collaborative partnering with our Commercial customer segments, along with other divisions across Retail, Institutional, Technology and Risk.

Melbourne, Australia

Leading an agile team of squads responsible for ANZ's business lending products (including asset finance) and associated technology which service small business, mid-market, commercial broker and specialist customer segments. The role specifically delivers for ANZ's business owner customers as a priority and strategic segment.The role has deep alignment and interaction with the Commercial Banking distribution team, requiring strong stakeholder engagement, customer focus and delivery capabilities. The transformation objectives of the Business Lending tribe are significant to build the best bank for business owners while ensuring robust risk management and rapid resolution of issues in order to meet community expectations in relation to our lending product suite.Leading an agile team requires disciplined prioritisation of work to align with divisional strategy and objectives. The GM / Tribe Lead is responsible for the decisions to stop tasks, redesign squads and adapt to unforeseen work while also ensuring the tribe has shared clarity about objectives and stakeholders are clear on priorities and deliverables. Responsibilities extend to ensuring healthy technology assets which are fit for purpose, available at all times to deliver and support ANZ's business owner customers.

Sydney, Australia

Responsible for defining and delivering ANZ's strategic objectives to be a leading bank for Renminbi (RMB) capabilities and solutions. The role spans across the global Institutional division covering products including trade, cash management, foreign exchange, rates and financing as well as a broad customer franchise. It is an agile, broad and flexible role, requiring strong relationship and influencing skills across multiple disciplines. I connect across global geographies, ensuring alignment of overall RMB priorities with product teams and scaling / optimising ANZ's RMB offering in the market.Responsibilities also require building ANZ's RMB brand through customer marketing, presenting at RMB and China focused events and conferences (both internal and external), social media engagement via LinkedIn and Twitter as well as traditional media sources such as Reuters, Bloomberg, The Australian Financial Review, trade journals, bluenotes and ANZ's Institutional website.

Sydney, Australia

Overall responsibility for the Equities global business unit within ANZ's Global Markets business. Activities span three regions (Australia, New Zealand and Asia) and operate across a number of businesses with a core focus on customer solutions in:• Equity Derivatives Sales and Trading; • Equity Capital Markets; and• Cash Equities.Accountable for business strategy and improvement, P&L performance / growth, people management and leadership, technology planning, risk oversight and ensuring a strong operational framework.Successful in turning around an underperforming business into a well managed, customer-centric, diversified and profitable activity. This was achieved through implementing a strong people and technology culture, building "best of breed" product solutions, identifying areas of competitive edge with an ultimate focus on customer outcomes while at the same time broadening ANZ's distribution base. Achieved improved financial outcomes for ANZ through significant revenue uplift and diligently reducing capital and expenses. We successfully built a strong ANZ brand in the marketplace in a very short period of time based on service and capabilities.

Sydney, Australia

Based in Sydney having joint responsibility for the Australian operations of Macquarie Securities Group (“MSG”) with primary focus on the Derivatives DeltaOne Trading division, including as Responsible Executive for Macquarie Bank Limited. Senior member of the Australian Senior Management Committee for MSG.Business Head responsibility for the Australian Derivatives DeltaOne Trading division of MSG. General management accountability for all aspects of the business including developing strategy, budgeting, growing revenue, managing costs, people leadership and oversight of trading risk. Accountable for ensuring a strong operational control framework, technology priorities and business improvement. Functional accountability for managing sales, trading, structuring and synthetic products across retail, high net worth, wholesale and institutional clients. The business also included the Macquarie Prime online trading platform.Successfully lead a complex business through the significant challenges of the GFC. After a large transformation exercise, I returned the business to profitability with a focus on new areas of opportunity where Macquarie could compete strongly.

Hong Kong

Based in Hong Kong with responsibility for managing the strategic direction and product development initiatives of the Asian equity and fund derivative structuring businesses for the Group. Responsible for leading the development and implementation of a variety of both vanilla and more exotic structured product and hedging strategies, both listed and over-the-counter..Focused on a range of markets including Hong Kong, Singapore, Taiwan, Korea, Japan and the Middle East. Client focus included retail banks, private banks, securities firms, brokers, corporates and institutions.Lead the product business through a period of immense product innovation and change in an incredibly dynamic and fast-paced market. Staying ahead meant being able to react quickly and develop new ideas ahead of customer demand. Successfully launched a retail fund platform in Hong Kong which saw substantial inflows during its initial period of operation.

Sydney, Australia

Based in Sydney with responsibility for managing the strategic direction of the Australian equity and fund derivative structuring businesses covering both listed and OTC products. Responsible for the launch and growth of the Fund Derivatives business for Macquarie and building capabilities in CPPI based capital protected offerings, leveraged swaps, structured notes and internal product development over Macquarie’s own hedge funds.Responsible for maintaining significant client relationships (both internal and external) and coordinating hedge fund based transactions with offshore offices. Also accountable for managing business strategy, people leadership, revenues, expenses and budgets of the Australian structuring business.Built Macquarie's fund derivatives business from the ground up. Originated and structured transactions while building the technology to support the new transactions. Macquarie was the dominant fund and equity derivatives house in Australia during this period. In the earlier years I was responsible for new equity product development, taking ideas from inception through to launch and distribution. Product focus centred around monetisation, investment and hedging strategies as well as listed products (for example, warrants).

Sydney, Australia

Responsibility for organising, managing and conducting cyclical internal audits (both domestic and international) for various Macquarie business units. Responsibility for reviewing new products and businesses from an operational risk perspective and providing the relevant approvals.Successfully developed and launched a new policy and practice for the approval of new products and businesses across the Macquarie Group.

Sydney, Australia

Responsibility for managing external audit work across a range of clients and industries. Accountable for budgets, managing staff, reviewing audit files and maintaining client relationships. I was part of the "2+2" cadet program where I worked full time for KPMG (studying at night) for the first 2 years and then finished my degree studying full time for the last 2 years and working for KPMG during vacation periods.Key successes included leading the team responsible for the financial information required for the public listing of Barbeques Galore and also leading a team for several months in Minneapolis, Minnesota (USA) for a public listing of a Westinghouse subsidiary.

Bachelor Of Commerce (Bcom), Accounting And Finance

Graduate Diploma In Applied Finance And Investment (F Fin), Finance, General

Professional Year, Chartered Accounting

Completed Professional Year program with 2 merit list awards.