Leah White
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Leah White Email & Phone Number

National Sales Leader, Wealth Management at Mercer Australia at Mercer Australia
Location: Greater Sydney Area, Australia, Australia 7 work roles 4 schools
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Current company
Role
National Sales Leader, Wealth Management at Mercer Australia
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Leah White? Overview

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Leah White is listed as National Sales Leader, Wealth Management at Mercer Australia at Mercer Australia, a company with 388 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Leah White.

Leah White previously worked as National Sales Leader, Wealth Management at Mercer Australia and Head of Sales and Relationship Management, BT Investment Solutions at Bt. Leah White holds Graduate Diploma In Applied Finance And Investment from Securities Institute Of Australia (Finsia).

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Email format at Mercer Australia

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Mercer Australia

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Profile bio

About Leah White

Financial services professional with extensive knowledge and experience in investment markets, delivering research and investment solutions to advisers and clients. Additional knowledge and experience gained over years in investment banking, credit and capital markets.Key understanding of wealth management, financial advice, private banking and investment banking businesses, with demonstrated people skills in both relationship building and people leadership.

Listed skills include Financial Structuring, Capital Markets, Investment Banking, Alternative Investments, and 6 others.

Current workplace

Leah White's current company

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Mercer Australia
Mercer Australia
National Sales Leader, Wealth Management at Mercer Australia
australia
Website
Employees
388
AeroLeads page
7 roles · 29 years

Leah White work experience

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National Sales Leader, Wealth Management

Current

Sydney, New South Wales, Australia

Responsibility for leading Mercer's national adviser sales distribution team and working with advisers and practices to deliver solutions to meet their clients needs.

Apr 2023 - Present

Head Of Sales And Relationship Management, Bt Investment Solutions

Bt

Sydney, New South Wales, Australia

Responsibility for management of the BT Investment Solutions sales and distribution team. This team of 16 sales and account professionals work with advisers, bankers and clients in delivering our suite of investment offerings, which covers our Advance and BT investment funds, Core Series SMAs, our BT Private Portfolio high net worth managed accounts.

Apr 2018 - Apr 2023

Head Of Sales Management, Bt Investment Solutions

Bt

Sydney, Australia

Responsibility for designing and executing on strategies to deliver growth in sales and retention of customers for the BT Investment Solutions business. This involves working with the Head of Investment Distribution and all sales leaders to drive the distribution strategy with a specific focus on increasing flows and revenue, improving client satisfaction.

2015 - 2018 ~3 yrs

Head Of Internal Relationships, Bt Equities

Sydney, Australia

Responsibility for delivering growth in the BT Equities product suite through building and managing relationships with BT Advice, part of BT Financial Group. This encompasses margin lending, managed accounts and structured equities product offerings, and aims to improve processes and ease of delivery for advisers in all BT Advice businesses.

2014 - 2015 ~1 yr

Head Of Managed Funds & Structured Investments Research

Sydney, Australia

Responsibility for the Managed Funds, Product and Structured Investments research functions within BT Advice, part of BT Financial Group. This includes construction and management of Approved Product Lists and Model Portfolios across all BT Advice businesses, covering 1,300 financial planners.

2010 - 2014 ~4 yrs

Director, Structured & Alternative Investments

Sydney, Australia

Responsibility for the sourcing, assessment and delivery of a broad range of retail and wholesale structured product opportunities to Westpac's retail and high net worth client base. This included development of a strong pipeline of product opportunities, assessment and review of products to obtain necessary investment committee approvals and support to.

2001 - 2010 ~9 yrs

Manager, Syndications And Agency

Sydney, Australia

Responsibility for structuring, negotiating, documenting and distributing syndicated debt facilities for a range of corporate, property and project finance transactions. This role included management of existing syndicated loan facilities, together with establishment of new facilities.

1997 - 2001 ~4 yrs
Team & coworkers

Colleagues at Mercer Australia

Other employees you can reach at mercer.com.au. View company contacts for 388 employees →

4 education records

Leah White education

Graduate Diploma In Applied Finance And Investment

Securities Institute Of Australia (Finsia)

Diploma Of Financial Planning, Dfp8 Completed With Advanced Standing For All Other Requirements

Financial Planning Association Of Australia
FAQ

Frequently asked questions about Leah White

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What company does Leah White work for?

Leah White works for Mercer Australia.

What is Leah White's role at Mercer Australia?

Leah White is listed as National Sales Leader, Wealth Management at Mercer Australia at Mercer Australia.

Where is Leah White based?

Leah White is based in Greater Sydney Area, Australia, Australia while working with Mercer Australia.

What companies has Leah White worked for?

Leah White has worked for Mercer Australia, Bt, Bt Financial Group, Westpac Institutional Bank / Bt Financial Group, and Westpac Institutional Bank.

Who are Leah White's colleagues at Mercer Australia?

Leah White's colleagues at Mercer Australia include Huda Abusal, Ben Spencer, Salvatore Brunetti, Josh Lum, and Rafay Ali S..

How can I contact Leah White?

You can use AeroLeads to view verified contact signals for Leah White at Mercer Australia, including work email, phone, and LinkedIn data when available.

What schools did Leah White attend?

Leah White holds Graduate Diploma In Applied Finance And Investment from Securities Institute Of Australia (Finsia).

What skills is Leah White known for?

Leah White is listed with skills including Financial Structuring, Capital Markets, Investment Banking, Alternative Investments, Structured Finance, Structured Products, Private Banking, and Financial Markets.

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