Managing Director and founder of Private Capital Management with CAGR of 30%.Responsible for investment allocation and decisions, marketing strategy, business plan strategy, management of remote and office staff, financial management.

State Street Global Advisors (SSgA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors. SSgA has over AUD 2.5 Trillion in assets under management.Responsibilities and Expertise:•Intermediary Sales Manager leading sales and business development with key intermediary clients•Perform sales strategy analyses to increase revenue, develop sales channels, and provide strategic insight•Cross selling the range of products to existing clients for maximum revenue•Presenting at seminars and conferences on thematic Exchange Traded Fund strategiesAchievements:•Development of Private Banking Channel within Australia and the subsequent AUD 200 Million of investment flows over a 12 month period•Spearheaded Asia Pacific Private Banking workgroup to leverage Australian success, share insights, and enable colleagues to repeat success in Singapore, Hong Kong and Japan all with demonstrable asset flows•Provided Capital Markets support (proactive and reactive) for ETF team including liaising with Market Makers, Unit Registry and Custody •Completed tiering of the Australian wealth management market to fine-tune sales strategy for successful conversion into SPDR ETFs with subsequent 50% of increased flow into new products•Executed key client events with international guests to facilitate thought-leading sales strategies and relationship management to drive ETF flow•Partnered with marketing to develop marketing collateral, thematic ETF campaigns, and practice management materials for the IFA and broker channels•Provided relationship management expertise to both internal clients (institutional sales desk) and external clients including researchers, dealer group APLs and platform approvals•Support broker clients with trading strategies including cash-equitisation and liquidity sleeve scenariosPLEASE REVIEW TED TALK BELOW

State Street Global Markets is the investment research and trading arm, provides specialised research, trading, securities lending and innovative portfolio strategies to owners and managers of institutional assets.•Manage the production of performance analytics and surveillance of Structured Products portfolios.•Provide effective support for Traders by developing oversight reports on trade settlement activity. •Independently manage projects designed to achieve business efficiencies and apply knowledge of business practices to identify opportunities for business improvements. •Appointed to acting higher duties positions during the incumbents’ absences, and during these periods ensured that performance continued at the expected level. •Cash flow forecasting and accounting. Achievements: •Created well-structured management reports including economic updates on the Australian market as well as portfolio performance reports for portfolio managers.•Developed and independently designed more effective management reports that achieved a reduction in reporting from ten to five quarterly reports.•Demonstrated and further developed strong analytical skills, attention to detail and the ability to efficiently manage large data sets.•Utilised sound interpersonal and relationship building skills to liaise with multiple internal stakeholders including legal, accounting and compliance teams, to ensure timely, efficient project delivery.