Gabriel L. Email & Phone Number

• Managed a portfolio of clients, comprising of asset managers and financial advisers who were subscribed to Morningstar Direct.• Identified new opportunities and opportunities within existing accounts and provided initial product demonstrations.• Maximized client retention by providing ongoing support, conducing training sessions and webinars.• Educated clients on best practices and assisted clients with integrating Morningstar Direct into their workflows.

New Deal Onboarding• Liaised with internal stakeholders to develop and validate requirements to onboard new Specialized and Asset Finance deal bookings in Oracle and improve existing business processes.Car Loans Transformation Project• Analyzed and explored the ‘to-be’ system to identify system gaps and ascertain whether it can meet business needs and requirements.• Liaised with stakeholders to develop, validate and document business requirements.• Investigated the customer and business impacts of rationalizing and simplifying Asset Finance Products i.e. structure, fees, interest calculation • Investigated business pain points and devised strategic solutions to improve current business processes and remove manual intervention for back-office teams.Payment Pause Project• Developed logic for the fortnightly payment pause solution which enabled contracts to be processed with a 6-month payment deferral as per the Banking and Financial Association Guidelines.• Conducted business testing and training for the fortnightly solution developed.

• Provided technology support to Macquarie staff via email, phone and walk-up support desk.• Conducted technology training for new and existing IT products and systems.• Assist in the delivery and support of new technological initiatives such as the Office 365 migration and Windows 10 upgrade.

• Participated in the FEET program and gained valuable insight into Transurban's business model

• Assisted with designing solutions to streamline and simplify business processes. • Created and maintained company’s extranet hosted on SharePoint. • Assisted with data migration and Office 365 platform upgrade projects.

• Prepared documentation for SMSF administration and accounting auditing. • Maintained customer databases and attended to customer queries.• Assisted accountants with the creation of financial reports for clients.

Mascot, New South Wales, Australia

• Interviewed market participants to build a picture of latest trends for clients.• Assisted team leaders with producing reports for project progression tracking.

Master Of Sustainability, Science

Bachelor Of Commerce, Finance With A Bachelor Of Information Systems

Professional Banking Fundamentals, Finance, General

Higher School Certificate