An experienced financial services professional with track record across product development, digital marketing and distribution and operations. Experience in developing and implementing strategic change, and business transformation, most recently in the direct investor / retail online space. Leveraging relationships at senior executive level.Key achievements:Planned, assembled and operated the online digital infrastructure required for Direct Investors for a multi-affiliate fund management business. Substantially grew Direct AUM. Planned and managed the digital marketing component of 5 LIC/LIT ASX IPO campaigns.Managed and launched of a variety of offshore investment vehicles and products including:- An Irish registered UCITS ICAV platform and subfunds- Several Cayman registered funds- A New Zealand registered PIE (portfolio investment entity) vehicle and subfunds.Ongoing operational and strategic management of the offshore platforms/products including board reporting. Specialties: - Online systems and digital marketing- New product & business development,- Software development management,- Shared service & business architecture.- Operational risk & compliance systems, processes & management.- Portfolio & project management.- Systems & solution design, implementation & integration.- Process improvement & management.
Listed skills include Accounting, Process Improvement, Solution Design, Operations Management, and 18 others.