Jonathan Casey

Jonathan Casey Email and Phone Number

Head of Partnerships @ Rivkin
Sydney, NSW, AU
Jonathan Casey's Location
Greater Sydney Area, Australia
Jonathan Casey's Contact Details

Jonathan Casey work email

Jonathan Casey personal email

n/a

Jonathan Casey phone numbers

About Jonathan Casey

I am very much a people person, this helps me understand human behaviour and deliver the best possible service to clients. My motivation comes from well defined goals and assisting a team in streamlining processes and identifying inefficiencies. I also feel pride from always conducting myself to the highest standards of integrity and honesty. I am very focused on acquiring new business whilst maintaining and increasing revenue and satisfaction levels from existing clients.

Jonathan Casey's Current Company Details
Rivkin

Rivkin

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Head of Partnerships
Sydney, NSW, AU
Website:
private-wealth.rivkin.com.au
Employees:
8
Jonathan Casey Work Experience Details
  • Rivkin
    Head Of Partnerships
    Rivkin
    Sydney, Nsw, Au
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  • Rivkin
    Strategy And Development Manager
    Rivkin Apr 2022 - Present
    Sydney, New South Wales, Australia
    View
  • American Express
    Business Development Executive - Global Commercial Services
    American Express Aug 2019 - Dec 2021
    Sydney, Australia
    Responsible for driving acquisition while working to improve cashflow and reward business spend within the small business segment.
    View
  • And Chill Property Management
    National Sales Manager
    And Chill Property Management Oct 2018 - Jul 2019
    Sydney, Australia
    and chill is a property management agency that is changing the way residential real estate is leased. We maximize value in property by transforming traditional long-term rental properties into five-star Airbnb homes.
  • Glg (Gerson Lehrman Group)
    Vice President Of Relationship Mgmt
    Glg (Gerson Lehrman Group) Dec 2016 - Oct 2018
    Sydney
    GLG (Gerson Lehrman Group, Inc.) is the world’s leading platform for professionallearning. Business leaders, investors, consultants, social entrepreneurs, and other topprofessionals rely on GLG to learn in short- and long-term engagements from morethan 425,000 members and other experts. Clients partner with GLG to address theirmost complex strategic challenges, make better business decisions, and advance theircareers through conversations, mentorships, small group convenings, surveys, and otherinteractions—all within a rigorous compliance framework. Global, technology-driven, andnimble, GLG’s approximately 1,200 employees work in 22 offices in 12 countries. For moreinformation visit GLG.it.
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  • Oanda Corporation
    Head Of Sales And Relationship Mgmt (Interim Responsible Manager)
    Oanda Corporation Jan 2016 - Jul 2016
    Sydney, Australia
    Oanda is a Canadian based multi-faced financial services Forex and CFD broker and market maker. Founded in 1996, Oanda is available for traders in North America, Europe and Asia. Oanda was the first broker in 1996 to offer a broad range of currency exchange-rate information free of charge over the web as well as offering retail clients the ability to trade Forex. My key responsibilities:- Responsible manager for Oanda Australia during a transition period between managing directors- Maintaining the existing relationships with introducing brokers - Handling the key relationships with Oanda’s high net worth clients - Managing and motivating an outbound sales team to open retail FX accounts and ensure that monthly targets were reached
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  • Rivkin
    Head Of Dealing And Relationship Management
    Rivkin Jul 2012 - Dec 2015
    Sydney, Australia
    Rivkin began in 1997 by offering general ASX stock market advice to investors through a weekly publication named ‘The Rivkin Report’. Rivkin has since become a diversified financial services brand, offering research and general advice on local and global markets, stockbroking and contracts for difference (CFD) dealing, as well as self-managed superannuation fund (SMSF) administration services.My key responsibilities: - Building, introducing and maintaining strong relationships with market counterparties such as brokers and institutional clients - Manage Rivkin’s top clients to ensure that they are equipped with the right tools to reach and exceed their financial goals - Establishing and managing an outbound sales team to cross sell investment products such as Rivkin Local, Global, FX and SMSF - Managing and motivating a team of sales traders to ensure dealing targets were reached- Liaising with the investment team to identify investment opportunities during times of increased market volatility
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  • Rivkin
    Private Client Adviser
    Rivkin Mar 2010 - Jul 2012
    Rushcutters Bay
    My key responsibilities: - Generated investor relationships by cold calling potential clients and providing an exceptional experience on each call- Taking ownership of client queries and using industry knowledge to overcome challenges and to ensure client satisfaction- Monitored dealing activity across a range of platforms and asset classes - Provided phone dealing services on a incredibly busy desk while still exceeding client expectations - Cross selling existing clients from one advice product to another
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  • Repucom
    Account Manager
    Repucom Mar 2009 - Mar 2010
    Sydney, Australia
    View

Jonathan Casey Skills

Stockbroking Investments Portfolio Management Options Equities Mutual Funds Wealth Management Services Bloomberg Derivatives Financial Markets Wealth Management Asset Managment New Business Development Trading Fx Options Negotiation Commodity Electronic Trading Asset Management Investment Management Management Relationship Building Interpersonal Relationships Business Development

Jonathan Casey Education Details

Frequently Asked Questions about Jonathan Casey

What company does Jonathan Casey work for?

Jonathan Casey works for Rivkin

What is Jonathan Casey's role at the current company?

Jonathan Casey's current role is Head of Partnerships.

What is Jonathan Casey's email address?

Jonathan Casey's email address is jc****@****nda.com

What is Jonathan Casey's direct phone number?

Jonathan Casey's direct phone number is +614019*****

What schools did Jonathan Casey attend?

Jonathan Casey attended University Of Canberra, Kaplan Professional, Kaplan Professional, Scecgs Redlands, Canadian Academy.

What are some of Jonathan Casey's interests?

Jonathan Casey has interest in Animal Welfare.

What skills is Jonathan Casey known for?

Jonathan Casey has skills like Stockbroking, Investments, Portfolio Management, Options, Equities, Mutual Funds, Wealth Management Services, Bloomberg, Derivatives, Financial Markets, Wealth Management, Asset Managment.

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