Leah White Email & Phone Number

Sydney, Nsw, Au

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.

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, margin lending and structured equity solutions.

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, building and maintaining relationships with key internal stakeholders, managing risk and building the Investment Distribution profile.

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.

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.

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 financial planners in delivery of product opportunities to their clients.

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.

Graduate Diploma In Applied Finance And Investment

Bachelor Of Business - Bbus, Accounting And Finance

Bachelor Of Business (Accounting And Finance)

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