Summer Li Email and Phone Number
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Passionate and dedicated leader with a deep commitment to making a positive impact in the disability support and care sector. As the Director of Renaiss Care, I lead a dynamic organisation that specialises in NDIS services - plan management, support coordination, and providing high-quality specialized disability accommodation. Additionally, I am proud to be the Founder and Director of the Australian Chinese Disability Association, a non-profit organization committed to enhancing the lives of individuals with disabilities within the Australian Chinese community.
Startupbootcamp
View- Website:
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DirectorRenaiss Care Feb 2021 - PresentMelbournewww.renaiss.com.au
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MentorStartupbootcamp Apr 2019 - PresentMelbourne, Australia -
Head Of ChannelAurum Private Wealth Dec 2019 - Jan 2021Melbourne, Victoria, AustraliaAurum Private Wealth is an Australian wealth management company with offices in both Melbourne and Brisbane that provides strategic business, investment and family concierge services and solutions to discerning clients. It is founded in recognition that our affluent clients require attentive strategic solutions bespoke to their diverse needs.
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Head Of Channel AsiaC2 Capital Mar 2019 - Nov 2019Melbourne, AustraliaBuild up and manage a national team across Melbourne, Sydney and Brisbane;Establish and maintain relationships with family offices, channel partners, and HNWIs;Develop a strategic business developing and fund raising plan;Raise capital for deal pipeline through extensive network of high net worth individuals, family offices and institutional sources; Establish and maintain relationships with key business partners as accountants, lawyers, migration agents, brokers, associations;Actively control entire client acquisition funnel, and closely monitor pipeline; Take initiative to organise marketing activities online and office to target specific clientele.
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Associate DirectorAnz Aug 2017 - Dec 2018Providing guidance on operational risk and compliance issues affecting Leveraged & Specialised Finance business;Ensuring outcomes from Key Controls Testing support risk mitigation and process enhancement;Implementing the ANZ Operational Risk and Management and Measurement Framework, Compliance policy & requirements, Information Technology/ Security, Prudential Compliance, Health, Safety and Wellbeing, and Business Continuity Management;Building an understanding of business needs and priorities to ensure risk management and compliance actions are aligned and comply with all laws, regulations and policies impacting the businessManaging and remediating any Incidents, Reportable Event and Audit issues across the business to framework standards and against business loss appetite, ensuring appropriate escalation, investigation of root cause, identification / recommendation of appropriate controls are implemented. -
Business Banking ManagerAnz Oct 2016 - Jul 2017Melbourne, AustraliaManage a portfolio of 100+ existing business customers within broad range of sectors, generating business opportunities from both existing bank customers and through new to bank businesses;Drive revenue through timely delivery of products and services, satisfying needs and constantly maintaining high customer satisfaction levels;Work with dedicated product partners to drive increase in cross holdings, such as asset finance, working capital, home loan, financial planning, etc. Build great relationship with circle of influence: including accountant, solicitor, broker, colleagues, etc.;Coordinate product partners, operations, credit, compliance teams to achieve the best outcomes for customers and the bank;Structure credit proposals, writing quality credit submissions, identifying and mitigating credit risk, and strictly adhering to compliance process and protocols. -
Risk Reporting ManagerAnz Jan 2014 - Sep 2016Melbourne, AustraliaProvide insights on risk analytics to support decision making and strategy;Deliver ad-hoc reports and analysis to Chief of Risk Officer: peer asset quality comparisons, risk weightings, loss rate, industries;Prepare and review specific risk metrics for Half Year and Full Year Results Announcement, Results Presentation Pack, trading updates, Rating Agency Pack, Impairment Charge Pack; Conduct industry analysis, including Commercial Property and Contractors across Australia, New Zealand and APEA;Build up and maintain effective relationships with country heads and risk heads from preparing and coordinating regulatory reports;Provide dynamic reporting solutions to meet stakeholder's reporting needs;Develop sound relationship with Business, Investor Relations, Group Finance and internal/external auditors. -
Portfolio Assessment AnalystAnz Feb 2013 - Dec 2013Melbourne, AustraliaAssess portfolio in Commercial Property and Mining Contractors industries;Provide investment insights and movement analysis with analytical models;Provide reports to ensure adequate communication and understanding of key credit risk issues and drivers;Conduct half year Commercial Property pack for head of Commercial Property;Support Group and Regulatory reporting by providing specific credit risk metrics for inclusion in: Performance Council, Management Board, Analyst presentations, Rating Agency presentations and regulatory presentations. -
Graduate ProgramAnz Feb 2011 - Dec 2012Melbourne, Australia2 year Graduate Program with 4 rotations including Group Function, Corporate Banking, Wholesale Credit Assessment and Institutional Banking -
Pricing AnalystOrigin Energy May 2010 - Dec 2010Sydney, AustraliaPrice all states wholesale/retail Electricity, Gas and Green quotes;Provide wholesale/retail with details of spot price movement, average spot prices;Work closely with traders to incorporate real time commodity markets risk into pricing;Analyse corporate customers consumption and usage;Improve and upgrade pricing models with VBA;Liaise with relationship managers and consultants to give a competitive margin. -
Research AssistantMonash University Mar 2006 - Dec 2009Melbourne, Australia
Summer Li Skills
Summer Li Education Details
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Blockchain Technologies: Business Innovation And Application -
Cfa InstituteCfa -
No. 3 High School
Frequently Asked Questions about Summer Li
What company does Summer Li work for?
Summer Li works for Startupbootcamp
What is Summer Li's role at the current company?
Summer Li's current role is Director at Renaiss.
What is Summer Li's email address?
Summer Li's email address is su****@****anz.com
What is Summer Li's direct phone number?
Summer Li's direct phone number is +613927*****
What schools did Summer Li attend?
Summer Li attended Monash University, Mit Sloan School Of Management, Cfa Institute, Harbin Institute Of Technology, No. 3 High School.
What skills is Summer Li known for?
Summer Li has skills like Wimax, Wireless, Credit, Banking, Financial Analysis, Risk Management, Data Analysis, Finance, Financial Modeling, Business Analysis, Credit Risk, Data Mining.
Who are Summer Li's colleagues?
Summer Li's colleagues are Roelof Vuurboom, Maria Amidi-Nouri, Riccardo D'iglio, Cherif Abdoulahi Thiaw, Jos Van Der Weg, Cássio Mariano, Onafrica Syndicate.
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