Gifts In Wills Lead (Estates)
Current
Sep 2023 - Present
AeroLeads people directory · profile
James H. Email & Phone Number
Gifts in Wills Lead (Estates) at National Heart Foundation
at
Heart Foundation
1 work email found
@australianethical.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Gifts in Wills Lead (Estates) at National Heart Foundation
Location
Greater Brisbane Area, Australia, Australia
Company size
Who is James H.? Overview
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Quick answer
James H. is listed as Gifts in Wills Lead (Estates) at National Heart Foundation at Heart Foundation, a company with 446 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a work email signal at australianethical.com.au and a matched LinkedIn profile for James H..
James H. previously worked as Gifts in Wills Lead (Estates) at Heart Foundation and Gifts in Wills Coordinator (Estates) at Heart Foundation. James H. holds Ba, Commerce from Macquarie University.
Company email context
Email format at Heart Foundation
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*@australianethical.com.au
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AeroLeads found 1 current-domain work email signal for James H.. Compare company email patterns before reaching out.
Profile bio
About James H.
James H. is a Gifts in Wills Lead (Estates) at National Heart Foundation at Heart Foundation. He possess expertise in stakeholder management, economics, fixed income, executive management, valuation and 24 more skills. Colleagues describe him as "James is a dedicated, values driven worker in the disability sector. Through his work on community organisation boards and in paid work with a peak body, he has had considerable exposure to the sector and the principles and practice of contemporary service delivery, as well as a lot of contact with service users and workers. He also brings a skill set from his past work that is unusual in the sector, and is able to apply business principles to contemporary issues in a thoughtful and imaginative way. James is great at detailed work, warm and friendly, and passionate about the work he does. He is an excellent and valued team player, willing to do whatever it takes to get great outcomes for people and organisations. I highly recommend him to prospective employers."
Listed skills include Stakeholder Management, Economics, Fixed Income, Executive Management, and 25 others.
Current workplace
James H.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Heart Foundation
14 roles · 35 years
James H. work experience
A career timeline built from the work history available for this profile.
Gifts In Wills Coordinator (Estates)
Apr 2019 - Sep 2023
Pipeline Manager (Estates) - Acting
Jun 2020 - Oct 2020
Prospect Research Officer
Jan 2018 - Aug 2018
Research Officer
Sep 2017 - Dec 2017
Investment Manager
Responsible for overall management of Social Investment Australia, the funds management arm of Foresters.Key duties included:- Management of a funds management business including investor relations and overseeing suitability of loans made to social enterprises and non profit organisations- Risk and Compliance, ensuring that Australian Financial Services.
Feb 2016 - Oct 2016
Small Business Owner
Two Way Web
My experience of volunteering and sitting on boards in the non-profit sector has given me a real appreciation of how many small to medium community organisations are too under-resourced and time poor to give their website the attention it deserves.Two Way Web will create an effective website for your organisation to better meet the needs of key.
Mar 2015 - May 2016
Project Officer
Project Officer on 3 person team delivering NDS component of the Sector Readiness & Workforce Capacity Initiative (May 2013 – August 2014), the Queensland State Government’s primary initiative to assist non-government organisations prepare for future reforms of the disability sector. The work involved development of a suite of online resources for.
Mar 2013 - Feb 2015
International Equities Analyst
Renewable Energy and Energy Efficiency sectorsAnalyse financial and business of listed equities held in Australian Ethical’s TrustsSubmit regular company result analysis and company reviewsDevelop and maintain profiles and financial models of allocated companiesDevelop and maintain strong relationships with senior management of allocated companies and.
Jul 2010 - Oct 2012
Portfolio Manager / International Equities Analyst
As Portfolio Manager - Large Companies TrustReview in-house research and utilised in stock selection and portfolio constructionReview and set target asset allocations for the TrustRegularly reassess portfolio positioning with regard to benchmark performanceMeet with asset consultants and other external parties as required
Mar 2008 - Jul 2010
Domestic Equities Analyst
Healthcare and Utility SectorsAnalyse financial and business of listed equities held in Australian Ethical’s TrustsSubmit regular company result analysis and company reviewsDevelop and maintain profiles and financial models of allocated companiesDevelop and maintain strong relationships with senior management of allocated companies and financial market.
Feb 2004 - Mar 2008
Senior Portfolio Manager - Cash & Fixed Interest
Actively manage $2bn Cash Trust and subsequently $5bn Fixed Income FundManage interest rate risk and credit risk of the portfoliosDevelop and regularly communicate strategic ideas and researchEnsure portfolio positioning and risk management of funds reflects agreed viewsMaintain key relationships with market contacts and oversee Cash Trust manager
1999 - 2003
~4 yrs
Senior Portfolio Manager - Currency
Member of team of two responsible for active currency overlay applied to international equity portfolioFundamental research on major currency pairs Strategic position taking in major currenciesIdentify significant market factors that could impact active currency positions
1995 - 1999
~4 yrs
Manager - International Finance
1991 - 1995
~4 yrs
Team & coworkers
Colleagues at Heart Foundation
Other employees you can reach at heartfoundation.org.au. View company contacts for 446 employees →
AG
Anna Gurnhill
Colleague at Heart FoundationCanberra, Australian Capital Territory, Australia, Australia
View →
DH
Deb Huff
Colleague at Heart FoundationGreater Newcastle Area, Australia
View →
MF
Marilyn Finlay
Colleague at Heart FoundationGreater Adelaide Area, Australia
View →
KY
Kerryn Young
Colleague at Heart FoundationLeichhardt, New South Wales, Australia, Australia
View →
CG
Claire Gardner
Colleague at Heart FoundationAdelaide, South Australia, Australia, Australia
View →
JS
Jordan Stewart
Colleague at Heart FoundationMontmorency, Victoria, Australia, Australia
View →
ZM
Zoe Musa
Colleague at Heart FoundationBuffalo, New York, United States, United States
View →
LS
Luke Summers
Colleague at Heart FoundationRanelagh, Tasmania, Australia, Australia
View →
YP
Yonny Pinera
Colleague at Heart FoundationSaint Vincent And The Grenadines, Saint Vincent And The Grenadines
View →
RD
Rajashree Deshmukh
Colleague at Heart FoundationAhmedabad, Gujarat, India, India
View →
Anna Gurnhill
Colleague at Heart FoundationCanberra, Australian Capital Territory, Australia, Australia
View →
DH
Deb Huff
Colleague at Heart FoundationGreater Newcastle Area, Australia
View →
MF
Marilyn Finlay
Colleague at Heart FoundationGreater Adelaide Area, Australia
View →
KY
Kerryn Young
Colleague at Heart FoundationLeichhardt, New South Wales, Australia, Australia
View →
CG
Claire Gardner
Colleague at Heart FoundationAdelaide, South Australia, Australia, Australia
View →
JS
Jordan Stewart
Colleague at Heart FoundationMontmorency, Victoria, Australia, Australia
View →
ZM
Zoe Musa
Colleague at Heart FoundationBuffalo, New York, United States, United States
View →
LS
Luke Summers
Colleague at Heart FoundationRanelagh, Tasmania, Australia, Australia
View →
YP
Yonny Pinera
Colleague at Heart FoundationSaint Vincent And The Grenadines, Saint Vincent And The Grenadines
View →
RD
Rajashree Deshmukh
Colleague at Heart FoundationAhmedabad, Gujarat, India, India
View →
1 education record
James H. education
FAQ
Frequently asked questions about James H.
Quick answers generated from the profile data available on this page.
What company does James H. work for?
James H. works for Heart Foundation.
What is James H.'s role at Heart Foundation?
James H. is listed as Gifts in Wills Lead (Estates) at National Heart Foundation at Heart Foundation.
What is James H.'s email address?
AeroLeads has found 1 work email signal at @australianethical.com.au for James H. at Heart Foundation.
Where is James H. based?
James H. is based in Greater Brisbane Area, Australia, Australia while working with Heart Foundation.
What companies has James H. worked for?
James H. has worked for Heart Foundation, Qimr Berghofer Medical Research Institute, Askright, Foresters Community Finance, and Two Way Web.
Who are James H.'s colleagues at Heart Foundation?
James H.'s colleagues at Heart Foundation include Anna Gurnhill, Deb Huff, Marilyn Finlay, Kerryn Young, and Claire Gardner.
How can I contact James H.?
You can use AeroLeads to view verified contact signals for James H. at Heart Foundation, including work email, phone, and LinkedIn data when available.
What schools did James H. attend?
James H. holds Ba, Commerce from Macquarie University.
What skills is James H. known for?
James H. is listed with skills including Stakeholder Management, Economics, Fixed Income, Executive Management, Valuation, Portfolio Management, Financial Modeling, and Investments.
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