Developing and maintaining Strategic & Enterprise Partnerships across regions3rd party Vendor relationsFinancial DataRedistribution

Reach Markets wholesale desk provides investors exposure to exclusively screened opportunities in Primary and Equity Capital Markets. I was primarily focused on raising and deploying capital from my active and engaged retail (self-directed SMSF, HNW, Trusts, Family Office) and wholesale clients (AFSL, IFA, Fund Managers, Asset Managers) and stakeholders. I connect them with access to investment opportunities in listed and unlisted emerging businesses and thematics via a broad range of deal flows in private equity, venture capital, seed, pre-IPO, IPO, placements and structured products.

CF Capital Investments is a diversified financial services firm, specialising in investment management. We select investments and external fund managers, not readily available to retail clients that cover global equities, commodities, alternatives, real assets, private equity and fixed income asset classes. I managed all aspects of the client relationship with the Fund/s. Responsible for increasing funds under management via capital raising, reinvestment and panel introductions. Active involvement in Investment Committee selection of specialist managers in our preferred regions, asset classes, and sectors. I produced and presented quarterly investor performance updates, online briefings and new business prospecting webinars. Lead the strategic direction in building out the digital footprint of CF Capital - campaign management, EDM directive, lead generation, pipeline management and investor relations activities.

Lincoln Indicators is a leading fundamental research house and fund manager, offering domestic and international equity funds.

In this role I managed all aspects of revenue generation and company profitability for the Lincoln brand. I was responsible for strategic initiatives, increasing sales, and delivering new campaigns and promotions. I was responsible for a team of business development and relationship managers across direct equity research and managed fund product suites to wholesale and retail channels. Predominantly focused on panel management, driving and implementing sales and marketing strategies, increasing funds under management, client relationship and retention, managing key internal/external stakeholders, managing a team of 7 BDM's and relationship specialists

I was responsible for business development across direct equity research and managed fund product suites – wholesale and retail channels.

Australian Stock Report offered self directed investors and AFSL's access to investment reports on ASX and global equities, FX and CFD's, including general advice advisory, managed funds and investment software.It was my role to advise, guide and consult on financial markets, trading instruments, derivatives, equities and non-share based securities to our clients.

Aqua Fortis was a successful commercial and industrial cleaning start-up business in the UK, in which I incorporated, built, managed and sold as a going concern. I developed a valuable skillset in this role, specifically strategic direction, full P&L responsibility, budgeting, B2B marketing, lead generation and sales optimisation.