Loretta Leonard

Loretta Leonard Email and Phone Number

Transaction Manager at Sturt Capital Partners Pty Ltd @ Sturt Capital Partners Pty Ltd
sydney, new south wales, australia
Loretta Leonard's Location
Greater Sydney Area, Australia
Loretta Leonard's Contact Details

Loretta Leonard work email

Loretta Leonard personal email

n/a
About Loretta Leonard

Loretta has over 25 years’ experience undertaking various roles within the financial services industry.Loretta manages transactions in the Sturt portfolio and is responsible for the finance and day to day systems relating to investors and investments. Prior to Sturt, Loretta has worked in several operational and administrative capacities for a number of boutique Investment Advisory Firms including Operations & Finance Manager for Shearwater Capital Group and supporting the CEO of Lexicon Partners.Prior to these roles, Loretta worked for Allco Finance Group for 16 years in various roles in the Finance and Property Divisions. She has extensive experience in Property Transaction Management.Loretta holds a Diploma in Financial Markets – Securities Institute of Australia and an Advanced Commerce Certificate.

Loretta Leonard's Current Company Details
Sturt Capital Partners Pty Ltd

Sturt Capital Partners Pty Ltd

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Transaction Manager at Sturt Capital Partners Pty Ltd
sydney, new south wales, australia
Website:
sturtcapital.com.au
Employees:
8
Loretta Leonard Work Experience Details
  • Sturt Capital Partners Pty Ltd
    Transaction Manager
    Sturt Capital Partners Pty Ltd Jun 2012 - Present
    Sydney, Australia
    Maintain investments and ensure returns are correct and received in a timely manner.Maintain investor records and communicate with investors with regular updates.Maintain monthly accounts and process distributions to investors. Complete annual audits of the Trusts and prepare Trust and investor tax statements.
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  • Lexicon Partners
    Executive Administrative Assistant
    Lexicon Partners Mar 2011 - Jun 2012
    Sydney, Australia
    Part time Executive Assistant to David Gordon.
    View
  • Shearwater Capital Group
    Finance Operations Manager
    Shearwater Capital Group Mar 2009 - Jun 2011
    Sydney, Australia
    Three various roles over course of employment due to different personnel taking leave:Operations - Implementation of Fund Administration System and Compliance System.Office Manager/Executive Personal Assistant - Assist four Directors with diary management, travel arrangements, scheduling of meetings and preparing reports and presentations when required.Finance Manager - processing monthly accounts in MYOB. Providing consolidated reports to the Directors.
  • Allco (Singapore) Ltd
    Due Diligence Manager
    Allco (Singapore) Ltd Mar 2008 - Dec 2008
    Central Singapore
    Prepare Allco (Singapore) Limited for Sale.Manage the Sale side of the Data Room - Collate and respond to all questions from potential buyers via a secure data base. Ensure answers to questions were adequate and all relevant supporting paperwork uploaded. Allco (Singapore) Limited was sold to Frasers Centrepoint Asset Management (Commercial) Ltd.
  • Allco Finance Group Limited
    Property Deal Manager
    Allco Finance Group Limited Jul 2006 - Jan 2008
    Sydney, Australia
    Ensure all property deals were correctly input into a deal management system with all documents online and all obligations listed and completed before due dates.
  • Allco Finance Group
    Assistant Accountant
    Allco Finance Group May 1992 - Jun 2006
    Sydney, Australia
    Prepare monthly an annual financial reports (including management accounts for board papers, statutory accounting and tax returns). Involved in budgeting and planning on an annual basis.
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Loretta Leonard Education Details

  • The Securities Institute Of Australia
    The Securities Institute Of Australia
    Diploma In Financial Markets

Frequently Asked Questions about Loretta Leonard

What company does Loretta Leonard work for?

Loretta Leonard works for Sturt Capital Partners Pty Ltd

What is Loretta Leonard's role at the current company?

Loretta Leonard's current role is Transaction Manager at Sturt Capital Partners Pty Ltd.

What is Loretta Leonard's email address?

Loretta Leonard's email address is lo****@****.com.au

What schools did Loretta Leonard attend?

Loretta Leonard attended The Securities Institute Of Australia.

Who are Loretta Leonard's colleagues?

Loretta Leonard's colleagues are Justin Lewis, Justin Matthews, Justin Jan.

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