Peter Lee Email and Phone Number
Peter Lee work email
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Peter Lee personal email
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Peter is results-driven Manager with a passion for accelerating growth in dynamic, fast-paced environments. Adept at blending technical expertise and data-driven strategies to identify revenue opportunities while delivering exceptional customer experiences. Skilled in fostering cross-functional collaboration, cultivating key stakeholder relationships, and ensuring industry compliance. Known for a strong track record in wealth management, innovative problem-solving, and empathetic leadership—especially in training and empowering client service teams to achieve outstanding results.
Candour Capital
View- Website:
- candourcapital.com
- Employees:
- 18
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Senior Fixed Income SpecialistCandour CapitalMelbourne, Vic, Au -
Youth MentorRaise Foundation May 2023 - Sep 2024Melbourne, Victoria, Australia -
Practice ManagerRasiah Private Wealth Management Aug 2022 - Sep 2024Melbourne, Victoria, Australia -
Client Relationship ManagerRasiah Private Wealth Management Aug 2021 - Aug 2022Melbourne, Victoria, Australia -
Client Services & Practice ManagerFitzpatricks Private Wealth Feb 2021 - Aug 2021Sydney, New South Wales, AustraliaFitzpatricks Private Sydney provides wealth management services to family groups, HNW individuals and business owners. Our clients are at the centre of our practice and with our low client to staff ratio we have a reputation for best practice advice, customer centricity and long term client relationships -
Country ManagerBarça Academy Australia & New Zealand Feb 2020 - Jun 2020Sydney, Australia -
Operations ManagerBarça Academy Australia & New Zealand May 2019 - Feb 2020Sydney, AustraliaTo lead the entire FC Barcelona Football Academy in Australia and New Zealand. -
Afc Champions League, A-League Operations & Club Licensing ManagerFootball Federation Australia Mar 2016 - Oct 2018Sydney, AustraliaA member of the League Operations division with the primary focus oncoordinating all AFC Champions League and AFC related matters. -
League Operations InternFootball Federation Australia Nov 2015 - Feb 2016Sydney, AustraliaProviding assistance to the League Operations, Regulatory and Compliance teams across the FFA's National Leagues.Primary responsibilities include the vetting of Player, Sponsorship and Intermediary contracts, Team Salary Cap Monitoring/Auditing and general administrative support for the Hyundai A-League, Westfield W-League and Foxtel National Youth League.Objectives include:- Knowledge of the FIFA regulations on the Status and Transfer of Players- Knowledge of the FFA Regulations on Working with Intermediaries- Developing key relationships will all A-league and W-league teams for the purpose of salary cap management and transparent player payment systems- To maintain a deep understanding of player contract regulations and player payment guidelines- Ensuring all teams act with integrity and are compliant under the regulations of the FFA; achieving strong financial management to preserve a competitive balance across the leagues -
Senior Financial AdviserCiti Nov 2012 - Oct 2015Sydney, AustraliaWorked within Citibank's Wealth Management division as an adviser to high net-worth clients. Key responsibilities included portfolio management and transaction banking with a particular focus on structured investments, diversification and wealth protection.Funds under management was A$270 Million with clientele comprising of Personal, Corporate, NPOs, Government and SMSF accounts.Specializing in:- Cash Management- Fixed Income & Bonds- Managed Investments- Superannuation- Foreign Exchange and Options- Structured Products- Private placements- Insurance- Lending -
Account ManagerWright Express Aug 2010 - Nov 2012Sydney, AustraliaWright Express Australia is the leading provider of payment processing, prepaid and information management services, servicing circa 80% of the available prepaid market in Australia. Incorporating giftvouchers.com, Motorpass and Motorcharge.Responsibilities • To manage, support and grow an expanding Tier One blue chip customer base as well as all Tier Two customers, across the retail sector and other verticals for WEX’s Australia Prepaid Card Products• Ensuring all aspects of existing relationships are well maintained with relationship stress points controlled and resolved• Participate in Client reviews, preparing new agreements and contracts to set legal requirements• Extended focus is on profitable growth and identifying new opportunities with a customer or group of customers to increase the level of spending across the WEX product and service suite while maintaining, broadening and enhancing relationships• Exploring any cross-selling, up-selling or value-add on programs with opportunities for any of Wright Express’s other cards and service offerings• To maintain close relationships with all internal departments and the WEX Implementation team as required.• Client management also involves project delivery from pre to post project launch -
Senior Relationship ManagerCiti Jan 2007 - Aug 2010Sydney, Australia• Wealth Management to HNW clients and companies• Maintain and Build existing client relationships locally and abroad• Strategic consulting in financial products • Financial Planning; superannuation, retirement planning, wealth building and investments
Peter Lee Skills
Peter Lee Education Details
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Dean'S Merit List -
Finance And Financial Management Services
Frequently Asked Questions about Peter Lee
What company does Peter Lee work for?
Peter Lee works for Candour Capital
What is Peter Lee's role at the current company?
Peter Lee's current role is Senior Fixed Income Specialist.
What is Peter Lee's email address?
Peter Lee's email address is pe****@****lia.com
What schools did Peter Lee attend?
Peter Lee attended University Of Technology, Sydney, Kaplan Professional.
What skills is Peter Lee known for?
Peter Lee has skills like Relationship Management, Financial Services, Management, Crm, Portfolio Management, Strategy, Wealth Management, Investments, Fixed Income, Cash Management, Retail Banking, Business Planning.
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1sport.nsw.gov.au
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Peter Lee
Public Policy | Strategy | Research | Innovation | Infrastructure | Transport | Futures | Governance | EvaluationSydney, Nsw1uts.edu.au
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