Manage a portfolio of 80+ business customers across the CBD area.Achieved 100%+ commercial lending target and 200% home lending target in the 1st year.Nominated for Rookie Award of the Year in FY22.

Assisted Bankstown customers with their home lending needs.Immediately achieved 150% of drawdown target from the 1st year in the role.

The main point of contact for business and personal customers that require professional advice and services relating to everyday, protection, wealth and banking products.Emphasise on getting new business proactively through a network of third-party referrals.

Generated $2,000+ per day income during a very volatile market through meticulous analysis of data from 5+ platforms and rigorous testing and evaluation of new strategies.Key role in ensuring the successful delivery of a project to outsource activities to India; responsible for maintaining relationships with key stakeholders and hosting of weekly status calls.• Personally led a project to transition from display to video arbitrage (two trading strategies) which required research and understanding of JavaScript/html/VAST tags and effective communication with various parties to successfully deliver the new strategy on time.Collaborated with both the Australian trading team and the Indian Operations team to draft an information pack on video arbitrage and establish a streamlined communication channel which reduced operational errors by 80%Mentored 2 new employees during their first month in the role and created an initiative to document and share trading tips and key client information which increased productivity and boosted team collaboration. Highly regarded by Smaato, a Singapore demand partner, for growing their account from zero to currently $10,000/day revenue and resolving data transparency issues raised in a timely mannerExperienced in developing rapport and building trust with clients and stakeholders as demonstrated by the strong relationships with my client portfolio of 20+ clients including the industry’s top companies Yahoo and Rhythmone. Received Employee of the Month award from the CEO just six months into the role for growing my individual contribution to the firm's profit from $5,000 to $20,000 per month.

Collaborated with a senior paraplanner to draft and format 10+ Statement of Advice (SoA) recommending a personal wealth generating strategy which resulted in a positive outcomes for the customers involved.Improved the existing revenue projection model for a hybrid financial product by overhauling the linkages between the Excel sheets and updating financial assumptions to the current environment.Designed and implemented a valuation and share-dilution model using Excel Visual Basic coding which is used to assist start-up companies raise capital on the US stock-markets.

Analyzed the high-end residential real estate market in Vietnam in comparison with other countries in the Asia-Pacific Region.Presented findings and suggestions on methods to attract investors to this market segment directly to the Board of Directors.