Lawrence Young Email & Phone Number

Tauranga

Advising clients on equity and fixed income investments specialising in investment strategy and portfolio management.

Tauranga

As an Investment Adviser - START Products I provide investment advice for Craigs Investment Partners specialising in their START products, which includes mySTART, superSTART and kiwiSTART. I also have experience in transferring and investing overseas pensions.I am an Authorised Financial Adviser as well as an NZX Associate Adviser. For further information please visit http://www.craigsip.com/About-Us/Our-People/Advisers/START-and-Head-Office.aspx

Tauranga

The Service Centre Team leader provides professional client service and business development support, working closely with the START team and Investment Advisers across the branch network. I am responsible for:- driving the development of our Kiwisaver direct channel- reviewing START and safe keeping client holdings- offering class and execution only services to CIP clientsFocus of the role is to develop a direct sales channel for Kiwisaver and to ensure low value and one off clients receive appropriate level of service which builds lasting relationships between the client and CIP. I have a direct line of contact with clients and advisers providing assistance and advice in a professional and courteous manner and execute client instructions in accordance with the NZX rules and regulations, the Code of Professional Conduct for Authorised Financial Advisers (AFA) and Craigs Investment Partners code of conduct.

• As part of the Sales team, manage the relationship for Veda Advantage key accounts in the Banking and Finance sector.• Grow and maintain excellent relationships with clients and offer practical solutions and products to enhance their business. • Develop sector penetration and key account strategies to identify new business opportunities and increase Veda Market share in the Banking and Finance sector.• Communicate any regulatory or market changes that will impact clients business and offer advice on Veda products that will support their business and maximise their growth.• Achieve growth in the sector by increasing the use of key consumer and commercial products such as e-alerts, consumer and commercial healthchecks, credit reports and VedaTrace.• Lead discussions with key clients around new Anti-Money Laundering and Countering Financing of Terrorism Act and assist clients in meeting their obligations by introducing them to the benefits of Veda’s electronic identification product suite.• Provide relevant, accurate and timely information and KPI reporting to Head of NZ Bureau Sales as required.• Produce quarterly business plans incorporating revenue growth tactics across the banking and finance sector.• Create high level of customer awareness of the Veda brand by participating in industry events, conferences and functions.

• Manage the relationship between Credit Suisse and hedge fund clients by supporting and advising on their portfolios (incl. trade services, cash management and treasury products)• Maintain a long-term partnership with clients by arranging and managing regular meetings to discuss client needs and service levels. Communicate any regulatory or market changes impacting their business.• Identify and manage business development opportunities by fully understanding the clients overall and fund specific strategies and then arranging introductions to other financial products offered by Credit Suisse including FX, derivatives, AES, sales and trading.• Liaise between clients and key internal support groups (i.e. Settlements, Margin, Stock Lending, LDO, Asset Servicing, Foreign Exchange, Sales and Marketing, Relationship Management, Legal, Credit, Compliance, Tax and Risk).• Perform regular reviews of accounts to determine client performance and work with the client and support groups to improve any relevant CPI’s (Cancel/Correct Ratios, Late Bookings, STP ratios).• Manage support teams eg. Middle Office Prime Brokerage, Swaps and FX to ensure that staff provide outstanding administrative support to clients.• Understand clients ROA, P&L profile and pricing. Follow balance trends, track performance and make informed decisions for cross selling where appropriate.• Identify opportunities to improve Credit Suisse efficiencies and undertake projects to initiate changes.• Obtain daily margin reports and analyse them to ensure minimal risk to the bank. Escalate issues to other product teams where necessary.• Offer clients an exceptional understanding of financial products and ensure an up-to-date and strong understanding of global markets.

• Manage and maintain an excellent relationship between the bank and assigned high value clients (tier one and two).• Provide advice to clients on settlement and custody issues for all European, US and Asian markets for both Fixed Income and Equity products • Manage day-to-day reporting for clients including analysis on equity cash fails and prematching, and CFD breaks.• Perform comprehensive monthly reporting for clients, showing trade fail and break trends, whilst also bringing their attention to any relevant issues or concerns with their portfolios.• Manage post execution and ad-hoc cash payment queries relating to assigned accounts on behalf of clients.• Analyse reports to identify risk to the bank and escalate to management where appropriate.• Perform Senior staff duties including authorisation responsibility for high value cash wires $5 mill+ • Ensure a strong working relationship with internal and external groups including Settlements, Prime Brokerage Reps, Brokers, sales/traders and desk assistants, prematching teams and other Lehman Brothers teams in US and Asia• Identify opportunities to improve efficiencies in Middle Office responsibilities and undertake projects where necessary.

London, United Kingdom

• Perform daily front to back settlement of all Prime Services trades across global markets – Europe, Scandinavia, Spain and Latin America• Manage FX administration for Prime Brokerage clients including booking trades, managing cash breaks and pre-matching.• Produce and analyse reports on fails for Account Managers to report back to clients.• Identify problems in trading activity (mismatched / DK’d trades) and escalate issues to appropriate internal teams to minimise risk to the bank.• Develop strong relationships with brokers, clients, other operations areas, front office traders and PB Account Managers and work with them on issues relating to trade processing.• Develop and maintain key relationships with global agents and stock-loan staff to ensure timely settlement is achieved• Maintain strategic understanding of front to back trading processes to offer excellent client service.

London, United Kingdom

• Confirm and settle FX trades booked with the UBS Treasury desk by Hedge Fund Clients.• Provide excellent and timely support to internal Financing Teams including IPB funding, Interest Claims and cash wires.• Develop and maintain key relationships with Treasury FX counterparts (both internal and External) and Account Managers.• Perform cash payments for all “done away” FX trades (third party trades) and manage FX cash breaks.• Identify opportunities to improve efficiencies in processes and undertake projects where necessary.

Bca, Accounting And Commercial Law

Activities and Societies: VUW Premier Basketball team Bachelor of Commerce and Administration, BCA

Education record