[ { "role": "Consultant ", "company": "Peer2Peer Sales Consulting ", "endYear": "", "endMonth": "", "location": "Sydney", "startYear": "2023", "startMonth": "3", "currentRole": true, "description": "Advise fintech and financial services firms on go-to-market strategies, operational optimisation and client growth strategies for ANZ markets.\nLed cross-functional initiatives including sales and product positioning for market expansion.\n" }, { "role": "Director of Sales – Private Markets (Contract)", "company": "S&P Global – Market Intelligence", "endYear": "2022", "endMonth": "12", "location": "Sydney , NSW", "startYear": "2022", "startMonth": "5", "currentRole": false, "description": "Led enterprise SaaS sales for portfolio analytics, ESG, and regulatory reporting solutions within the private markets sector.\nDeveloped and executed client retention and engagement strategies to enhance satisfaction and business expansion.\nManaged key client relationships with superannuation funds, asset managers, and consultants, ensuring alignment with investment goals.\nClosed $1.3M in new business and expanded the client pipeline by $600K." }, { "role": "Principal - Business Development ", "company": "Qontigo (Deutsche Börse Group)", "endYear": "2022", "endMonth": "5", "location": "Sydney", "startYear": "2021", "startMonth": "5", "currentRole": false, "description": "Oversaw regional operations, sales, and partnerships for ESG, risk analytics and index-based investment technology.\nBuilt $1M+ sales pipeline, developed regional GTM strategy and expanded strategic client base.\nAligned global leadership vision with regional execution, ensuring compliance and reporting standards were met.\n" }, { "role": "Vice President ", "company": "Nasdaq", "endYear": "2021", "endMonth": "5", "location": "Sydney", "startYear": "2017", "startMonth": " 7", "currentRole": false, "description": "Held full commercial (sales & renewals) responsibility for ANZ, managing a portfolio of institutional clients, super funds, investment managers and asset consultants.\nMember of the senior executive leadership team responsible for developing and executing regional strategy.\nManaged team of 4+ leaders, supported investment platform delivery and led APAC business planning and financial forecasting.\n" }, { "role": "Director", "company": "One Investment Group", "endYear": "2016", "endMonth": "4", "location": "Sydney", "startYear": "2014", "startMonth": "3", "currentRole": false, "description": "Oversaw fund setup, trustee compliance, and operational due diligence for local and international asset managers.\nDoubled revenue growth in under two years, managed complex fund structures and expanded institutional relationships.\n" }, { "role": "Head of Business Development ", "company": "HUB24 Portfolio Administration", "endYear": "2012", "endMonth": "12", "location": "Sydney", "startYear": "2011", "startMonth": "4", "currentRole": false, "description": "Launched and scaled an APRA-approved superannuation platform, secured 33 new dealer groups as distribution partners.\nManaged P&L, operational oversight and led a high-performing sales team.\nDelivered growth through structured client acquisition strategies \n" }, { "role": "Executive Director", "company": "UBS Global Asset Management ", "endYear": "2011", "endMonth": "1", "location": "Sydney", "startYear": "2001", "startMonth": " 7", "currentRole": false, "description": "Led a team of 13 and oversaw $31B AUM in the Australian retail division.\nSuccessfully built Queensland business from inception to $2B AUM in three years.\nGraduated from UBS Executive Leadership Program and engaged with APAC executive management on strategic direction.\n" } ]