Lachlan Stretton Email and Phone Number
Lachlan Stretton work email
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Lachlan Stretton personal email
With over 17 years of experience in the financial services industry, I have developed a strong expertise in insurance, banking, and business development. I have built and maintained exceptional relationships with my clients and contacts, based on a deep understanding of their profession and business needs.As the Director at KBI, I oversee the sales and business development for a market leader in the Australian insurance market. I develop and execute the annual sales plan, help build and manage the KBI sales pipeline, and manage the relationships of key accounts. I also work with KBI executives and board for potential future acquisitions and growth. My mission is to help my clients find solutions and achieve their business goals, using my financial and relationship skills. I also enjoy hosting and presenting at industry events to share insights and comment on trends.Outside of work, I love spending time with my family, including my two young kids who keep me busy. I also like to keep fit and get out on my bicycle when I can. I am currently completing a certificate in leadership principles from Harvard Business School Online, to further enhance my professional development.
Kbi
View- Website:
- kbigroup.com.au
- Employees:
- 30
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DirectorKbi Oct 2021 - PresentPerth, Western Australia, Australia• Oversee Sales and Business Development for KBI • Develop and execute the Annual Sales Plan • Help Build and Manage the KBI Sales Pipeline • Account Director – manage the relationships of key accounts • Help execute the overall KBI strategy • Develop and mentor the team on soft sales skills • Work with KBI Executives and Board for potential future acquisitions and growth
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Operations ManagerSarah Stretton Jewellery May 2019 - PresentMelbourne, AustraliaMultiple duties in the creation of the business and its operation going forward.Back office experience covers the use of: Shopify (site design, app integrations and coding), Xero (bookkeeping and invoicing), PayPal, Afterpay and Shippit.www.sarahstretton.com.au -
Senior Business Development Manager - Technology & Built EnvironmentMacquarie Group Feb 2019 - Oct 2021Macquarie Business Banking - VicAs my career continued to evolve with Macquarie, my family and I made the decision to move to Melbourne to take up the Victorian Segment Head position for Insurance. More recently I've also focused my time in the Technology (SaaS and IT Services) and Built Environment (Engineers, Architects, Town Planners etc) segments which both continue to be the fasts growing areas for Macquarie Business Banking.Often the opportunities that I'm involved with are dealing with both businesses (SME to Small Corporate) and individuals. Requirements range from: acquisitions, succession funding, working capital, goodwill borrowing, property purchases and deposit & payment solutions. -
Senior Business Development ManagerMacquarie Group Oct 2016 - Feb 2019Macquarie Business Banking - WaAs part of a natural progression from my previous roles with Macquarie Business Banking, I changed my sole focus to new prospect opportunities in late 2016.My initial areas of focus are Healthcare (WA Segment Head), Insurance Broking (WA Segment Head) and the Built Environment (Engineers, Architects, Town Planners etc) however I have still been involved in a spread of other professional service industries (Accounting, Financial Planning etc)
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Relationship ManagerMacquarie Group Jun 2011 - Oct 2016Macquarie Business Banking - WaBuilding on the experience I gained as a Credit Analyst, I became more client facing when I made the transition to a Relationship Manager. My role is to tend to the banking needs (loans, deposits and payment systems) of my clients in a timely manner. As well as client management, I’m actively involved in seeking new prospect opportunities in the industries of my experience. As is common with the ethos of Macquarie Business Banking, we provide a high touch level of service that allows our clients to focus on their business and not their banking. We are able to provide insights into our clients industry allowing them to improve their efficiency and profitability. As a Relationship Manager, we are also able to be flexible in the way we approach a transaction by moulding funding or products/services around what the client is trying to achieve.
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Credit AnalystMacquarie Group Jun 2009 - Jun 2011Macquarie Business Banking - WaAs a credit analyst, I worked closely with our relationship managers in relation to: perform due diligence for acquisition or succession planning funding, finalise annual reviews, completing credit papers for new and increasing established loans, actively accessing and managing the risk of existing clients and liaising with our Credit team. My experience ranged from goodwill lending, residential and commercial property purchases. As part of this role I gained experience in the following industries: Insurance Broking, Accounting, Financial Planning, Legal, Medico, Residential Real Estate Agencies, Recruitment, Strata and Vets as well as other professional service SME industries.
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Account ManagerMacquarie Group Aug 2008 - Mar 2009Macquarie Investment Lending - WaMy role within Macquarie Investment Lending was to assist and actively manage relationships with our portfolio of financial advisors and stockbrokers (both Macquarie and external) in terms of their clients margin loans, geared equity investments and structured products. Despite being a challenging time (GFC) for such products I leant to be very resilient and have used such skills in my later roles with Macquarie.
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Retail Broking RepresentiveCommonwealth Bank Of Australia Mar 2007 - Aug 2008Perth, AustraliaFormally IWL (Sanford Securities)
Lachlan Stretton Skills
Lachlan Stretton Education Details
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Majors: Investment Finance, International Business Economics & Money And Banking -
Majors: Corporate Finance And Financial Analysis -
Certificate In Leadership Principles
Frequently Asked Questions about Lachlan Stretton
What company does Lachlan Stretton work for?
Lachlan Stretton works for Kbi
What is Lachlan Stretton's role at the current company?
Lachlan Stretton's current role is Director @ KBI | Sales and Business Development.
What is Lachlan Stretton's email address?
Lachlan Stretton's email address is la****@****rie.com
What schools did Lachlan Stretton attend?
Lachlan Stretton attended The University Of Western Australia, Kaplan Australia, Anziif, Harvard Business School Online.
What skills is Lachlan Stretton known for?
Lachlan Stretton has skills like Banking, Loans, Portfolio Management, Financial Modeling, Equities, Securities, Risk Management, Valuation, Corporate Finance, Investments, Capital Markets, Financial Analysis.
Who are Lachlan Stretton's colleagues?
Lachlan Stretton's colleagues are Nick G., Ryan Bruno, Travis Kenzle, Shane Nelson, Nic Grantham, Caitlin Waltham, Saeid Seify.
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Lachlan Stretton
Australia
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