John Gilbert Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Responsible for overseeing the assessment of investment risk on new and existing transactions and how it is disclosed and reported to investors.

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney

BUSINESS EXPERIENCEDirector; Principal, Crescor & Associates Ltd, delivering strategic and operational improvements, sales and marketing strategy, financial product developments especially in the Alternative Investment space.Projects included an operational and strategic view of a private college on behalf of a private equity firm’s partners; a feasibility study and business case development for a charity’s real estate development plans; pre-acquisition due diligence of UK private companies on behalf of a US Investor, the successful implementation of a failed major IT project, and the development of an alternative funding model for affordable and social housing.

Sydney, New South Wales, Australia

Prism is a financial product and financial technology innovator.

Sydney

• Responsible for customer insights to defining product strategy and pre-sales initiatives in post-GFC environment. • Led inter-departmental team of 50 to successfully implement $20m Calypso IT system and establish robust reliable financial, risk/position reporting system, plus customer analytics to identify high risk and problematic loans.• Led a cross-functional marketing and analysis group across Retail & Institutional Banks to develop product specifications, business case and marketing story for new products.• Delivered Westpac DIY Super Solution for key Self-Managed Superannuation Fund segment.• Reduced cannibalisation of Westpac customers by competitors; increased Westpac’s SMSF business share by 50%.• Gained unanimous support from departmental heads for remediation strategy, resolving multiple Internal Audit failures in market risk, credit risk and product management.• Led team of 6 product managers to develop new products and manage legacy products.

Sydney, Australia

• Saved major fund manager ~$3m pa through negotiating funding & redesign of leveraged Total Return Fund; resolved complex cross-border issues, compliance & disclosure obligations, capital requirements, credit risks, tax and pricing. Risk Magazine “Deal of the Year” award.• Created innovative, leveraged, tax-efficient, listed investment product for stockbroker.• Conducted Hybrids and Debt Capital Markets business review for major Australian bank.

Sydney, Australia

• Product development and customer insights, pre-sales and product sales.

Sydney

• Responsible for product development, management and sales through collaboration with trading, back office and external sales teams. Achievements:• Built and led successful product and distribution team.• Launched major new product mentioned in the Bank’s Annual Report for its profitability• Grew business from 2% - 25% market share and $10m+ pa revenues in under two years.

Australia

• Highly regarded by Editor-in-Chief for ability to analyse and communicate technically complex issues across wide range of investment and finance topics. Wrote for CFO, Boss, Shares and BRW publications.

Sydney, New South Wales, Australia

Created and led new product and sales business from start-up to dominant, 35% markt share.Introduced & developed sophisticated online research platform and pre-sales tools to support direct and intermediary sales with analytic tools to generate and leverage customer insights.

• Professional Navigator with 250,000 miles at sea in Royal Navy and under sail. Served on staff of Royal Navy Navigation School.• Responsible for ship-handling, conduct of ship in open waters and pilotage into and out of harbour; detailed planning for deployment of ship on operations and exercise, and for use of ship’s Communications & Navigation systems.

Maritime Studies

Education record

Education record