BT Financial Group
Industry: Wealth management company
DescriptionBT Financial Group, is a financial services company based at Tower Two, International Towers Sydney in Sydney, Australia, with operations there and in New Zealand. Its product range includes managed investments, superannuation, insurance, and private banking. CEO: Brad Cooper Headquarters: Sydney, Australia COO: Andrew Walker Founded: 1969 Parent organization: Westpac Subsidiaries: Securitor Financial Group,
BT Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BT Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BT Financial Group Employees
Employee
Years
Job
Industry
Mohsina Nawal Mohsina Nawal's BT Financial Group Experience October 2011 - September 2013
Job Principal Consultant at mcaConnect
Industry Oil & Energy
Experience
mcaConnect July 2014 - Present
BT Financial Group October 2011 - September 2013
BT Financial Group April 2009 - September 2011
Praxa September 2008 - March 2009
Auckland City Council 2007 - 2008
Waitakere City Council March 2007 - October 2007
Citibank India 2000 - 2001
Citibank India 2000 - 2001
Skills
Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Kaizen Lead, Microsoft SQL..., Certified Quality..., Business Analysis, Release Management, Data Warehousing, ARIS, Software Development..., Compliance, Advice, Financial Risk, Business Intelligence, Lean Transformation, Business Process..., Process Engineering, Project Estimation, Data Analysis, Data Modeling, Business Requirements, Stakeholder Management, Regulations, IT Business Strategy, Project Management, Resource Management, Business Process, SharePoint, CRM, Visio, Microsoft CRM, Project Delivery, Consulting, Requirements Gathering, Business Process..., Leadership, Requirements Analysis, Software Project..., SDLC
Education
Cardinal Stritch University 2002 — 2005
Bachelor of Arts, International Business
mcaConnect July 2014 - Present
BT Financial Group October 2011 - September 2013
BT Financial Group April 2009 - September 2011
Praxa September 2008 - March 2009
Auckland City Council 2007 - 2008
Waitakere City Council March 2007 - October 2007
Citibank India 2000 - 2001
Citibank India 2000 - 2001
Skills
Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Kaizen Lead, Microsoft SQL..., Certified Quality..., Business Analysis, Release Management, Data Warehousing, ARIS, Software Development..., Compliance, Advice, Financial Risk, Business Intelligence, Lean Transformation, Business Process..., Process Engineering, Project Estimation, Data Analysis, Data Modeling, Business Requirements, Stakeholder Management, Regulations, IT Business Strategy, Project Management, Resource Management, Business Process, SharePoint, CRM, Visio, Microsoft CRM, Project Delivery, Consulting, Requirements Gathering, Business Process..., Leadership, Requirements Analysis, Software Project..., SDLC
Education
Cardinal Stritch University 2002 — 2005
Bachelor of Arts, International Business
Linda K Luu Linda K Luu's BT Financial Group Experience November 2009 - July 2010
Job Lean User Experience & Product Coach at ThoughtWorks
Industry Information Technology and Services
Experience
ThoughtWorks August 2013 - Present
ThoughtWorks July 2010 - Present
BT Financial Group November 2009 - July 2010
BT Financial Group February 2008 - January 2010
BT Financial Group June 2006 - February 2008
BT Financial Group November 2003 - May 2006
accenture February 2001 - October 2003
Skills
Agile Methodologies, Business Analysis, Requirements Gathering, Stakeholder Management, Requirements Analysis, Product Management, User Experience, Project Delivery, Business Process..., Agile Project Management, Business Requirements, Strategy, Experience Design, User Experience Design, Scrum, Product Development, Software Development, Cross-functional Team..., Business Process, Mobile Devices, Interaction Design, Service Design, User-centered Design, Design Thinking, Information Architecture, Usability Testing, Mobile Applications, User Interface Design, User Scenarios, Wireframes, Persona, User Stories, Mobile Design, Usability, User Interface, Rapid Prototyping, Analytics
Education
Australian Graduate School of Management 2004 — 2008
MBA
UNSW Australia 1997 — 2000
B.Commerce
UNSW Australia 1997 — 2000
B.Science
ThoughtWorks August 2013 - Present
ThoughtWorks July 2010 - Present
BT Financial Group November 2009 - July 2010
BT Financial Group February 2008 - January 2010
BT Financial Group June 2006 - February 2008
BT Financial Group November 2003 - May 2006
accenture February 2001 - October 2003
Skills
Agile Methodologies, Business Analysis, Requirements Gathering, Stakeholder Management, Requirements Analysis, Product Management, User Experience, Project Delivery, Business Process..., Agile Project Management, Business Requirements, Strategy, Experience Design, User Experience Design, Scrum, Product Development, Software Development, Cross-functional Team..., Business Process, Mobile Devices, Interaction Design, Service Design, User-centered Design, Design Thinking, Information Architecture, Usability Testing, Mobile Applications, User Interface Design, User Scenarios, Wireframes, Persona, User Stories, Mobile Design, Usability, User Interface, Rapid Prototyping, Analytics
Education
Australian Graduate School of Management 2004 — 2008
MBA
UNSW Australia 1997 — 2000
B.Commerce
UNSW Australia 1997 — 2000
B.Science
Ray Wu Ray Wu's BT Financial Group Experience June 2006 - December 2007
Job Software Engineer at Quantcast
Industry Computer Software
Experience
Quantcast July 2013 - June 2015
Skiddoo December 2011 - May 2013
TIBCO Software June 2010 - November 2011
UBS Investment Bank February 2008 - May 2010
BT Financial Group June 2006 - December 2007
Skills
TIBCO, SOA, Web Services, Java, XML, Unix, JMS, Linux, Integration, UML, Java Enterprise Edition, Agile Methodologies, Git, HTML, JavaScript, GWT, Ant
Education
Macquarie University 2009 — 2011
Master of Applied Finance
University of New South Wales 2004 — 2007
Bachelor of Science, Computer Science
Quantcast July 2013 - June 2015
Skiddoo December 2011 - May 2013
TIBCO Software June 2010 - November 2011
UBS Investment Bank February 2008 - May 2010
BT Financial Group June 2006 - December 2007
Skills
TIBCO, SOA, Web Services, Java, XML, Unix, JMS, Linux, Integration, UML, Java Enterprise Edition, Agile Methodologies, Git, HTML, JavaScript, GWT, Ant
Education
Macquarie University 2009 — 2011
Master of Applied Finance
University of New South Wales 2004 — 2007
Bachelor of Science, Computer Science
Clarice Norman Clarice Norman's BT Financial Group Experience February 2005 - May 2011
Job HR/Payroll Manager
Industry Human Resources
Experience
Harry Winston May 2015 - Present
Citco Corporate and Trust January 2015 - April 2015
Cemusa, Inc. June 2011 - December 2014
BT Financial Group February 2005 - May 2011
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Human Resources, ADP Payroll, Employee Benefits, Recruiting, Payroll, Microsoft Word
Education
Berkeley College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Harry Winston May 2015 - Present
Citco Corporate and Trust January 2015 - April 2015
Cemusa, Inc. June 2011 - December 2014
BT Financial Group February 2005 - May 2011
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Human Resources, ADP Payroll, Employee Benefits, Recruiting, Payroll, Microsoft Word
Education
Berkeley College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Angel L. Matos Angel L. Matos's BT Financial Group Experience August 1989 - November 1998
Job President, Latino Coalition Foundation
Industry Nonprofit Organization Management
Experience
Latino Coalition Foundation, Inc. January 2010 - Present
Latino Festival of Monmouth County 2010 - 2014
Latino Coalition of New Jersey 2006 - 2013
Cortel Business Solutions November 2003 - December 2012
BT Financial Group August 1989 - November 1998
Skills
Troubleshooting, Telecommunications, Telephony, VoIP, T1, Product Development, WAN, GSM, Wireless, Program Management, CCNA, Microsoft Technologies, Unified Communications, IP, Project Planning, Network Design, Project Management, Integration, Team Leadership, Wireless Networking, TCP/IP, Cisco Technologies, SIP, MPLS, Call Centers, Networking, Cabling, Data Center, Disaster Recovery, DSL, Managed Services, SIP Trunking, Project Implementation, Mitel, Technical Recruiting, Technical Writing, Technical Support, Information Technology, Healthcare Information..., Technology Transfer, Financial Reporting, Report Writing, Reporting & Analysis, Executive Reporting
Education
Solar Energy International (SEI) 2013 — 2014
Professional Certificate, Photovoltaic Design, Installation, and Maintenance
Programming And Systems Institute 1974 — 1975
Certification, Digital Electronics and Micro-Computer Technology
Latino Coalition Foundation, Inc. January 2010 - Present
Latino Festival of Monmouth County 2010 - 2014
Latino Coalition of New Jersey 2006 - 2013
Cortel Business Solutions November 2003 - December 2012
BT Financial Group August 1989 - November 1998
Skills
Troubleshooting, Telecommunications, Telephony, VoIP, T1, Product Development, WAN, GSM, Wireless, Program Management, CCNA, Microsoft Technologies, Unified Communications, IP, Project Planning, Network Design, Project Management, Integration, Team Leadership, Wireless Networking, TCP/IP, Cisco Technologies, SIP, MPLS, Call Centers, Networking, Cabling, Data Center, Disaster Recovery, DSL, Managed Services, SIP Trunking, Project Implementation, Mitel, Technical Recruiting, Technical Writing, Technical Support, Information Technology, Healthcare Information..., Technology Transfer, Financial Reporting, Report Writing, Reporting & Analysis, Executive Reporting
Education
Solar Energy International (SEI) 2013 — 2014
Professional Certificate, Photovoltaic Design, Installation, and Maintenance
Programming And Systems Institute 1974 — 1975
Certification, Digital Electronics and Micro-Computer Technology
Jonathan Lemish Jonathan Lemish's BT Financial Group Experience February 2008 - May 2008
Job Product Management & Business Strategy Advisor
Industry Information Technology and Services
Experience
Freelance August 2014 - Present
CLS Ltd August 2012 - November 2014
Westpac Banking Corporation June 2008 - March 2012
BT Financial Group February 2008 - May 2008
British American Tobacco January 2006 - September 2006
Telstra July 2005 - December 2005
Zurich Insurance Company Ltd January 2004 - July 2004
Skills
Project Management, Business Analysis, Product Development, Staff Management, Operations Management, Business Strategy, Team Leadership, Business Development, Business Process, P&L Management, Sales Management, Marketing Strategy, Product Management, Relationship Building, Management, International Relations, Cross Cultural..., Product Marketing, Investor Relations, Start-ups, Agile Methodologies, Scrum, User Experience, Economics, Entrepreneurship, HTML, Java, Profit & Loss Management, Social Media, Mobile Applications, Cloud Computing, Change Management, Cross-functional Team..., Leadership, Integration, Project Delivery, Stakeholder Management, Lean Six Sigma, E-commerce, Analytics, Strategy, CRM, Wireframes, User Flows
Education
University of New South Wales 2003 — 2007
Bachelor of Commerce (B.Com. - BBA equivalent), Information Systems, Business Strategy & Economic Management, Distinction
The University of Texas at Austin 2007 — 2007
Business/Managerial Economics
General Assembly 2015 — 2015
Product Management
Freelance August 2014 - Present
CLS Ltd August 2012 - November 2014
Westpac Banking Corporation June 2008 - March 2012
BT Financial Group February 2008 - May 2008
British American Tobacco January 2006 - September 2006
Telstra July 2005 - December 2005
Zurich Insurance Company Ltd January 2004 - July 2004
Skills
Project Management, Business Analysis, Product Development, Staff Management, Operations Management, Business Strategy, Team Leadership, Business Development, Business Process, P&L Management, Sales Management, Marketing Strategy, Product Management, Relationship Building, Management, International Relations, Cross Cultural..., Product Marketing, Investor Relations, Start-ups, Agile Methodologies, Scrum, User Experience, Economics, Entrepreneurship, HTML, Java, Profit & Loss Management, Social Media, Mobile Applications, Cloud Computing, Change Management, Cross-functional Team..., Leadership, Integration, Project Delivery, Stakeholder Management, Lean Six Sigma, E-commerce, Analytics, Strategy, CRM, Wireframes, User Flows
Education
University of New South Wales 2003 — 2007
Bachelor of Commerce (B.Com. - BBA equivalent), Information Systems, Business Strategy & Economic Management, Distinction
The University of Texas at Austin 2007 — 2007
Business/Managerial Economics
General Assembly 2015 — 2015
Product Management
Katie Choy Katie Choy's BT Financial Group Experience January 2012 - July 2012
Job Delivery & Expert Communities Specialist at 10EQS
Industry Management Consulting
Experience
10EQS July 2015 - Present
UNSW Australia June 2014 - June 2015
Deloitte Australia January 2015 - February 2015
UNSW Australia 2014 - 2014
Deloitte July 2013 - December 2013
Origin Energy January 2013 - July 2013
BT Financial Group January 2012 - July 2012
Skills
Teamwork, Risk Management, Microsoft Excel, Microsoft Office, Research, English, PowerPoint, Business Process..., Social Media, Microsoft Word, Business Analysis, Crowdfunding, Qualitative Data, E-Recruitment, Crowdsourcing
Education
University of New South Wales 2011 — 2014
Bachelor Business Information Systems Co-op (Hons), Information Systems
University College Dublin 2012 — 2012
Academic Exchange
10EQS July 2015 - Present
UNSW Australia June 2014 - June 2015
Deloitte Australia January 2015 - February 2015
UNSW Australia 2014 - 2014
Deloitte July 2013 - December 2013
Origin Energy January 2013 - July 2013
BT Financial Group January 2012 - July 2012
Skills
Teamwork, Risk Management, Microsoft Excel, Microsoft Office, Research, English, PowerPoint, Business Process..., Social Media, Microsoft Word, Business Analysis, Crowdfunding, Qualitative Data, E-Recruitment, Crowdsourcing
Education
University of New South Wales 2011 — 2014
Bachelor Business Information Systems Co-op (Hons), Information Systems
University College Dublin 2012 — 2012
Academic Exchange
Sara Rich's BT Financial Group Experience 2012 - 2012
Job Corporate Communications at Intercontinental Exchange, New York Stock Exchange
Industry Public Relations and Communications
Experience
Intercontinental Exchange NYSE December 2012 - Present
BT Financial Group 2012 - 2012
Financial Services Council 2010 - 2012
Nation Wide News - The Australian Newspaper 2008 - 2010
Money Management 2005 - 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Reputation Management, Financial Services, Strategic Communications
Education
University of Canberra 2000 — 2003
Bachelor of Communication specializing in Journalism
Intercontinental Exchange NYSE December 2012 - Present
BT Financial Group 2012 - 2012
Financial Services Council 2010 - 2012
Nation Wide News - The Australian Newspaper 2008 - 2010
Money Management 2005 - 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Reputation Management, Financial Services, Strategic Communications
Education
University of Canberra 2000 — 2003
Bachelor of Communication specializing in Journalism
Rich Kibble Rich Kibble's BT Financial Group Experience July 1999 - Present
Job Network Engineer at BT Financial Group
Industry Financial Services
Experience
BT Financial Group July 1999 - Present
Education
St. John's University
BT Financial Group July 1999 - Present
Education
St. John's University
Erwin Lawardy Lau Erwin Lawardy Lau's BT Financial Group Experience February 2006 - September 2012
Job Software Development Manager at Amazon Global Selling
Industry Information Technology and Services
Experience
Amazon April 2015 - Present
Amazon September 2012 - March 2015
BT Financial Group February 2006 - September 2012
Cape York Partnership April 2010 - May 2010
Monash University July 2004 - December 2005
Westpac Bank July 2004 - February 2005
Monash University March 2003 - December 2003
Skills
Agile Methodologies, Object Oriented Design, Databases, Test Driven Development, Strategic Planning, Microsoft SQL Server, Java, Scrum, Hibernate, Enterprise Architecture, JSP, Tomcat, Web Services, Requirements Analysis, Spring, SOA, Software Engineering, Software Development, Business Process, MS Project, Amazon Web Services..., Amazon S3, Amazon SQS, Amazon EC2, Amazon CloudFront, Program Management, SDLC, Agile Project Management, Software Project..., Spring Framework
Education
Monash University 2001 — 2005
Bachelor of Business; Bachelor of Computing(Honours), Banking & Finance, Computing
Ipeka High 1996 — 1999
Amazon April 2015 - Present
Amazon September 2012 - March 2015
BT Financial Group February 2006 - September 2012
Cape York Partnership April 2010 - May 2010
Monash University July 2004 - December 2005
Westpac Bank July 2004 - February 2005
Monash University March 2003 - December 2003
Skills
Agile Methodologies, Object Oriented Design, Databases, Test Driven Development, Strategic Planning, Microsoft SQL Server, Java, Scrum, Hibernate, Enterprise Architecture, JSP, Tomcat, Web Services, Requirements Analysis, Spring, SOA, Software Engineering, Software Development, Business Process, MS Project, Amazon Web Services..., Amazon S3, Amazon SQS, Amazon EC2, Amazon CloudFront, Program Management, SDLC, Agile Project Management, Software Project..., Spring Framework
Education
Monash University 2001 — 2005
Bachelor of Business; Bachelor of Computing(Honours), Banking & Finance, Computing
Ipeka High 1996 — 1999
Katie Kmetich Katie Kmetich's BT Financial Group Experience June 2012 - July 2012
Job Corporate Banking Analyst at PNC
Industry Banking
Experience
PNC August 2014 - Present
The Ohio State University Student Wellness Center January 2014 - April 2014
Ohio State University Student Wellness Center September 2013 - April 2014
PNC June 2013 - August 2013
Ohio State Calling January 2013 - May 2013
BT Financial Group June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork
Education
The Ohio State University 2010 — 2014
Finance, General
PNC August 2014 - Present
The Ohio State University Student Wellness Center January 2014 - April 2014
Ohio State University Student Wellness Center September 2013 - April 2014
PNC June 2013 - August 2013
Ohio State Calling January 2013 - May 2013
BT Financial Group June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork
Education
The Ohio State University 2010 — 2014
Finance, General
Geraldine Celley Geraldine Celley's BT Financial Group Experience February 2001 - September 2001
Job Senior Vice President, Internal Audit
Industry Banking
Experience
Citi May 2015 - Present
RBS June 2010 - December 2013
JPMorgan Chase Bank October 2007 - June 2010
JPMorgan Chase July 2003 - September 2007
Resources Connection December 2002 - June 2003
BT Financial Group February 2001 - September 2001
Chase Manhattan Bank July 1999 - December 2000
Ernst & Young September 1995 - July 1999
Skills
Banking, Business Process..., Cash Management, AML, Financial Risk, Internal Audit, Management, Operational Risk, Operational Risk..., Risk Management, Credit, Anti Money Laundering, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
Citi May 2015 - Present
RBS June 2010 - December 2013
JPMorgan Chase Bank October 2007 - June 2010
JPMorgan Chase July 2003 - September 2007
Resources Connection December 2002 - June 2003
BT Financial Group February 2001 - September 2001
Chase Manhattan Bank July 1999 - December 2000
Ernst & Young September 1995 - July 1999
Skills
Banking, Business Process..., Cash Management, AML, Financial Risk, Internal Audit, Management, Operational Risk, Operational Risk..., Risk Management, Credit, Anti Money Laundering, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
Jason Hackett's BT Financial Group Experience May 2002 - November 2002
Job CoFounder, Director at Vasto Software Pty Limited
Industry Information Technology and Services
Experience
Vasto Software Pty Limited February 2013 - Present
JasonHackett.ca January 1998 - February 2013
Commtraxx PtyLtd November 2002 - August 2010
BT Financial Group May 2002 - November 2002
BT Financial Group October 1997 - May 2002
BT Financial Group March 1994 - October 1997
Skills
Portfolio Management, CRM, Business Analysis, Equities, Management, Asset Management, Integration, Asset Managment, PHP, C#, Database Design, JavaScript, SQL, mySQL, AJAX, Database Administration, System Architecture, Microsoft Office, Photoshop, Visual Studio, Graphic Design, Microsoft Excel, Public Relations, English, French, IRESS, Bloomberg Terminal, SMS Gateway, Wiki Development, Equity Derivatives, Futures Trading, Options, CSS, HTML, HTML 5, Business Strategy, Software Development, Adobe Creative Suite, Mobile Applications, Payment Gateways, Attribution Modeling, SCORM, Film Criticism, Financial Reporting, Mortgage Brokers, WordPress, Cloud Computing, Banking, MySQL
Education
CDI College 2004 — 2005
AEC - Programmer/Analyst – Internet Application Developer
McGill University 2003 — 2004
Intensive French Language
University of Technology, Sydney 1994 — 1996
Business, Banking & Finance
Vasto Software Pty Limited February 2013 - Present
JasonHackett.ca January 1998 - February 2013
Commtraxx PtyLtd November 2002 - August 2010
BT Financial Group May 2002 - November 2002
BT Financial Group October 1997 - May 2002
BT Financial Group March 1994 - October 1997
Skills
Portfolio Management, CRM, Business Analysis, Equities, Management, Asset Management, Integration, Asset Managment, PHP, C#, Database Design, JavaScript, SQL, mySQL, AJAX, Database Administration, System Architecture, Microsoft Office, Photoshop, Visual Studio, Graphic Design, Microsoft Excel, Public Relations, English, French, IRESS, Bloomberg Terminal, SMS Gateway, Wiki Development, Equity Derivatives, Futures Trading, Options, CSS, HTML, HTML 5, Business Strategy, Software Development, Adobe Creative Suite, Mobile Applications, Payment Gateways, Attribution Modeling, SCORM, Film Criticism, Financial Reporting, Mortgage Brokers, WordPress, Cloud Computing, Banking, MySQL
Education
CDI College 2004 — 2005
AEC - Programmer/Analyst – Internet Application Developer
McGill University 2003 — 2004
Intensive French Language
University of Technology, Sydney 1994 — 1996
Business, Banking & Finance
Jerry Shetler's BT Financial Group Experience 1983 - 1990
Job IT Consultant
Industry Information Technology and Services
Experience
Information Technology for SMB February 2015 - Present
New Pig Corporation July 1990 - January 2015
BT Financial Group 1983 - 1990
Skills
Strategic Planning, Team Building, Project Management, Account Management, Team Leadership, New Business Development, Sales Management, Security, Negotiation, Process Improvement, B2B, Leadership, Product Management, Contract Negotiation, Salesforce.com, Business Development, Sales, Management, Strategy, E-commerce, Product Development, Cross-functional Team..., Project Planning, Budgets, IT Infrastructure..., IT Service Management
Education
St. Francis University 1987 — 1994
Information Technology for SMB February 2015 - Present
New Pig Corporation July 1990 - January 2015
BT Financial Group 1983 - 1990
Skills
Strategic Planning, Team Building, Project Management, Account Management, Team Leadership, New Business Development, Sales Management, Security, Negotiation, Process Improvement, B2B, Leadership, Product Management, Contract Negotiation, Salesforce.com, Business Development, Sales, Management, Strategy, E-commerce, Product Development, Cross-functional Team..., Project Planning, Budgets, IT Infrastructure..., IT Service Management
Education
St. Francis University 1987 — 1994
Ariana Fletcher Ariana Fletcher's BT Financial Group Experience May 2012 - May 2013
Job
Industry Financial Services
Experience
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
Jack Stooke Jack Stooke's BT Financial Group Experience January 2012 - August 2012
Job Senior Associate at KPMG US
Industry Financial Services
Experience
KPMG US April 2015 - Present
Westpac November 2014 - April 2015
Westpac January 2014 - November 2014
Westpac August 2013 - January 2014
Westpac January 2013 - August 2013
KPMG Australia August 2012 - January 2013
BT Financial Group January 2012 - August 2012
Westpac January 2011 - January 2012
Skills
Finance, Forecasting, Financial Services, Auditing, Retail Banking, Reporting & Analysis, Key Driver Analysis, Transaction Advisory..., Due Diligence, Leadership
Education
The Institute of Chartered Accountants Australia 2012 — 2014
Chartered Accountant
Macquarie University 2008 — 2011
Bachelor of Commerce (B.Com.), Accounting
KPMG US April 2015 - Present
Westpac November 2014 - April 2015
Westpac January 2014 - November 2014
Westpac August 2013 - January 2014
Westpac January 2013 - August 2013
KPMG Australia August 2012 - January 2013
BT Financial Group January 2012 - August 2012
Westpac January 2011 - January 2012
Skills
Finance, Forecasting, Financial Services, Auditing, Retail Banking, Reporting & Analysis, Key Driver Analysis, Transaction Advisory..., Due Diligence, Leadership
Education
The Institute of Chartered Accountants Australia 2012 — 2014
Chartered Accountant
Macquarie University 2008 — 2011
Bachelor of Commerce (B.Com.), Accounting
Steven Kavallaris Steven Kavallaris's BT Financial Group Experience February 2008 - August 2009
Job Senior Associate, Banking and Capital Markets Customer
Industry Financial Services
Experience
PwC September 2015 - Present
Colonial First State September 2014 - September 2015
Colonial First State February 2014 - September 2014
Commonwealth Bank April 2012 - February 2014
Colonial First State February 2011 - April 2012
Colonial First State August 2009 - February 2011
BT Financial Group February 2008 - August 2009
BT Financial Group September 2007 - February 2008
Skills
Financial Services, Direct Marketing, Marketing Strategy, Business Strategy, Wealth Management, Relationship Management, Segmentation, Marketing Management, Marketing Communications
Education
Macquarie University 2005 — 2008
Bachelor of Business Administration, Marketing/Economics
Baulkham Hills Selective High School 1999 — 2004
PwC September 2015 - Present
Colonial First State September 2014 - September 2015
Colonial First State February 2014 - September 2014
Commonwealth Bank April 2012 - February 2014
Colonial First State February 2011 - April 2012
Colonial First State August 2009 - February 2011
BT Financial Group February 2008 - August 2009
BT Financial Group September 2007 - February 2008
Skills
Financial Services, Direct Marketing, Marketing Strategy, Business Strategy, Wealth Management, Relationship Management, Segmentation, Marketing Management, Marketing Communications
Education
Macquarie University 2005 — 2008
Bachelor of Business Administration, Marketing/Economics
Baulkham Hills Selective High School 1999 — 2004
Henrik Meng's BT Financial Group Experience December 2012 - October 2013
Job Social Media Manager at Marin Academy
Industry Marketing and Advertising
Experience
BT Financial Group December 2012 - October 2013
Wells Fargo August 2007 - November 2012
Youth Radio October 2005 - July 2007
Pacific Fusion August 2005 - October 2006
Access San Francisco, Channel 29 March 2003 - October 2005
Golden State Warriors September 1996 - July 2005
NPR 2003 - 2005
KGO-TV January 1999 - August 2003
The Branson School September 1995 - June 1996
Moses Brown School September 1994 - June 1995
Skills
Social Media, Social Media Marketing, Social Media Strategy, Content Strategy, Content Creation, Community Management, Content Management, Social Media Measurement, Storytelling, Copywriting, Writing, Copy Editing, Editing, Facebook, Twitter, LinkedIn, YouTube, Pinterest, Google+, Public Relations, Blogging, Broadcast, Journalism, Photoshop, Photography, Radio, Video, Microsoft Office, Multimedia, The Interwebs, New Media, Strategy, Digital Strategy, Marketing, Digital Media, Brand Awareness, Marketing Communications, Editorial, Digital Marketing, Banking, WordPress, Media Relations, Online Marketing, Web Content, Corporate Blogging, Social Networking, Community Sites, Strategic Communications, Reputation, Social Networking Sites
Education
Brown University 1994 — 1995
Master of Arts in Teaching (M.A.T.), Secondary English Education
Vanderbilt University 1986 — 1990
B.A., English, Creative Writing
BT Financial Group December 2012 - October 2013
Wells Fargo August 2007 - November 2012
Youth Radio October 2005 - July 2007
Pacific Fusion August 2005 - October 2006
Access San Francisco, Channel 29 March 2003 - October 2005
Golden State Warriors September 1996 - July 2005
NPR 2003 - 2005
KGO-TV January 1999 - August 2003
The Branson School September 1995 - June 1996
Moses Brown School September 1994 - June 1995
Skills
Social Media, Social Media Marketing, Social Media Strategy, Content Strategy, Content Creation, Community Management, Content Management, Social Media Measurement, Storytelling, Copywriting, Writing, Copy Editing, Editing, Facebook, Twitter, LinkedIn, YouTube, Pinterest, Google+, Public Relations, Blogging, Broadcast, Journalism, Photoshop, Photography, Radio, Video, Microsoft Office, Multimedia, The Interwebs, New Media, Strategy, Digital Strategy, Marketing, Digital Media, Brand Awareness, Marketing Communications, Editorial, Digital Marketing, Banking, WordPress, Media Relations, Online Marketing, Web Content, Corporate Blogging, Social Networking, Community Sites, Strategic Communications, Reputation, Social Networking Sites
Education
Brown University 1994 — 1995
Master of Arts in Teaching (M.A.T.), Secondary English Education
Vanderbilt University 1986 — 1990
B.A., English, Creative Writing
Chelsea McLennan-West Chelsea McLennan-West's BT Financial Group Experience March 2009 - June 2009
Job Operations and Food Safety Manager at Oregon Heritage Farms
Industry Farming
Experience
Oregon Heritage Farms June 2012 - Present
Oregon State University September 2010 - June 2012
Office of Student Activites, Willamette University September 2008 - September 2010
Willamette Career Center May 2010 - August 2010
Willamette Events Board April 2009 - May 2010
BT Financial Group March 2009 - June 2009
WestPac Bank Events and Communications March 2009 - June 2009
Willamette Events Board April 2008 - January 2009
Oregon Gamma Chapter of Pi Beta Phi January 2008 - December 2008
Willamette Valley Mathematics REU-RET June 2008 - August 2008
Skills
Teaching Experience, Project Coordination, Team Leadership, Event Planning, Teamwork, Leadership, Organization, Project Planning, Coordination, Speech Writing, Publicity, Public Speaking, Research, Student Affairs, Microsoft Excel, Microsoft Word, Teaching, Microsoft Office, Public Relations, HACCP, Program Management
Education
Oregon State University 2010 — 2012
Masters in Interdisciplinary Studies, Rhetorical Theory and Social Influence; Interpersonal Communication; Political Science
Willamette University 2006 — 2010
B.A., Mathematics, Rhetoric and Media Studies, Spanish
Oregon Heritage Farms June 2012 - Present
Oregon State University September 2010 - June 2012
Office of Student Activites, Willamette University September 2008 - September 2010
Willamette Career Center May 2010 - August 2010
Willamette Events Board April 2009 - May 2010
BT Financial Group March 2009 - June 2009
WestPac Bank Events and Communications March 2009 - June 2009
Willamette Events Board April 2008 - January 2009
Oregon Gamma Chapter of Pi Beta Phi January 2008 - December 2008
Willamette Valley Mathematics REU-RET June 2008 - August 2008
Skills
Teaching Experience, Project Coordination, Team Leadership, Event Planning, Teamwork, Leadership, Organization, Project Planning, Coordination, Speech Writing, Publicity, Public Speaking, Research, Student Affairs, Microsoft Excel, Microsoft Word, Teaching, Microsoft Office, Public Relations, HACCP, Program Management
Education
Oregon State University 2010 — 2012
Masters in Interdisciplinary Studies, Rhetorical Theory and Social Influence; Interpersonal Communication; Political Science
Willamette University 2006 — 2010
B.A., Mathematics, Rhetoric and Media Studies, Spanish
Joshua P. Wright's BT Financial Group Experience November 2003 - March 2006
Job Director, New Product Development at American Express
Industry Financial Services
Experience
American Express December 2013 - August 2015
American Express June 2012 - December 2013
American Express November 2009 - June 2012
American Express July 2011 - December 2011
American Express May 2007 - November 2009
American Express July 2006 - May 2007
BT Financial Group November 2003 - March 2006
Skills
Credit Cards, Customer Experience, Customer Acquisition, Analytics, Relationship Management, Loyalty Marketing, Digital Marketing, Segmentation, Financial Services, Digital Strategy, Direct Marketing, Database Marketing, Marketing Strategy, Payments, Strategic Partnerships, Marketing Communications, Integrated Marketing, CRM, B2B Marketing, Web Analytics, Loyalty Programs, Multi-channel Marketing, Mobile Marketing, Campaign Management, E-commerce
Education
New York University 2014 — 2015
Flinders University 2000 — 2003
American Express December 2013 - August 2015
American Express June 2012 - December 2013
American Express November 2009 - June 2012
American Express July 2011 - December 2011
American Express May 2007 - November 2009
American Express July 2006 - May 2007
BT Financial Group November 2003 - March 2006
Skills
Credit Cards, Customer Experience, Customer Acquisition, Analytics, Relationship Management, Loyalty Marketing, Digital Marketing, Segmentation, Financial Services, Digital Strategy, Direct Marketing, Database Marketing, Marketing Strategy, Payments, Strategic Partnerships, Marketing Communications, Integrated Marketing, CRM, B2B Marketing, Web Analytics, Loyalty Programs, Multi-channel Marketing, Mobile Marketing, Campaign Management, E-commerce
Education
New York University 2014 — 2015
Flinders University 2000 — 2003
Narayanan Venkatraman's BT Financial Group Experience 2000 - 2001
Job Technology Specialist | Information Management Consultant l Sr Solution Architect Teradata
Industry Information Technology and Services
Experience
Teradata April 2015 - Present
Cognizant Technology Solutions July 2013 - April 2015
Cognizant Technology Solutions December 2006 - July 2013
Cognizant Technology Solutions December 2006 - July 2011
Cognizant Technology Solutions 2006 - July 2010
Wipro Technologies 2003 - 2006
HCL Technologies January 2000 - December 2003
BT Financial Group 2000 - 2001
Skills
SDLC, Global Delivery, Data Warehousing, Data Marts, Software Project..., Teradata, Program Management, Requirements Gathering, Enterprise Software, Solution Architecture, Requirements Analysis, Pre-sales
Education
Bharathidasan University 1997 — 2000
MCA, Computer Applications
University of Madras 1992 — 1995
BSc, Computer Science
Teradata April 2015 - Present
Cognizant Technology Solutions July 2013 - April 2015
Cognizant Technology Solutions December 2006 - July 2013
Cognizant Technology Solutions December 2006 - July 2011
Cognizant Technology Solutions 2006 - July 2010
Wipro Technologies 2003 - 2006
HCL Technologies January 2000 - December 2003
BT Financial Group 2000 - 2001
Skills
SDLC, Global Delivery, Data Warehousing, Data Marts, Software Project..., Teradata, Program Management, Requirements Gathering, Enterprise Software, Solution Architecture, Requirements Analysis, Pre-sales
Education
Bharathidasan University 1997 — 2000
MCA, Computer Applications
University of Madras 1992 — 1995
BSc, Computer Science
Amy Clampett's BT Financial Group Experience July 2015 - Present
Job Head of HR, Investments and Insurance at BT Financial Group
Industry Human Resources
Experience
BT Financial Group July 2015 - Present
Macquarie Group March 2014 - June 2015
Macquarie Group August 2011 - March 2014
Macquarie Group December 2008 - August 2011
SHL Group May 2004 - November 2008
EAP Worldwide April 2002 - May 2004
Choice HR 2000 - 2002
Skills
Psychometrics, Talent Management, 360 Feedback, Assessment Center, Succession Planning, Employee Engagement, Performance Management, Organizational..., Leadership Development, HR Consulting, Talent Acquisition, Executive Coaching, Workforce Planning, Onboarding, Change Management, Culture Change
Education
Macquarie University
Masters, Organisational Psychology
University of Sydney
Bachelor of Psychology (Hons)
BT Financial Group July 2015 - Present
Macquarie Group March 2014 - June 2015
Macquarie Group August 2011 - March 2014
Macquarie Group December 2008 - August 2011
SHL Group May 2004 - November 2008
EAP Worldwide April 2002 - May 2004
Choice HR 2000 - 2002
Skills
Psychometrics, Talent Management, 360 Feedback, Assessment Center, Succession Planning, Employee Engagement, Performance Management, Organizational..., Leadership Development, HR Consulting, Talent Acquisition, Executive Coaching, Workforce Planning, Onboarding, Change Management, Culture Change
Education
Macquarie University
Masters, Organisational Psychology
University of Sydney
Bachelor of Psychology (Hons)
Dan McGee's BT Financial Group Experience January 2000 - June 2002
Job Managing Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management March 2013 - Present
Principal Financial Group 1992 - March 2013
BT Financial Group January 2000 - June 2002
Principal Financial Group September 1997 - December 1999
Education
University of Iowa 1988 — 1992
BBA, Business
Babson Capital Management March 2013 - Present
Principal Financial Group 1992 - March 2013
BT Financial Group January 2000 - June 2002
Principal Financial Group September 1997 - December 1999
Education
University of Iowa 1988 — 1992
BBA, Business
Monson Cheng's BT Financial Group Experience October 2009 - June 2011
Job DBA at Aon
Industry Information Technology and Services
Experience
Aon December 2011 - Present
Lifelink May 2011 - November 2011
BT Financial Group October 2009 - June 2011
BUPA (MBF) 2005 - 2008
Allianz January 2002 - February 2005
NGW Mobile Telecom June 1997 - December 2001
Skills
Oracle Applications, Microsoft SQL Server, Disaster Recovery, PL/SQL, Oracle, SDLC, Unix, Databases, Unix Shell Scripting, SQL, Performance Tuning, Vendor Management, IT Strategy, Project Management, ETL
Education
Guangdong University of Technology
Bachelor, Computer Science
Aon December 2011 - Present
Lifelink May 2011 - November 2011
BT Financial Group October 2009 - June 2011
BUPA (MBF) 2005 - 2008
Allianz January 2002 - February 2005
NGW Mobile Telecom June 1997 - December 2001
Skills
Oracle Applications, Microsoft SQL Server, Disaster Recovery, PL/SQL, Oracle, SDLC, Unix, Databases, Unix Shell Scripting, SQL, Performance Tuning, Vendor Management, IT Strategy, Project Management, ETL
Education
Guangdong University of Technology
Bachelor, Computer Science
Jay Connell, CAIA's BT Financial Group Experience November 2007 - July 2011
Job Senior Product Manager at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds January 2013 - Present
BNY Mellon January 2012 - December 2012
BT Financial Group November 2007 - July 2011
MLC Investments September 2003 - November 2007
MLC Investments October 2000 - September 2003
Skills
Asset Allocation, Portfolio Management, Strategy, Investments, Equities, Asset Managment, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Pensions
Education
CAIA Instutute 2012 — 2013
Chartered Alternative Investment Analyst
CFA Institute 2010 — 2012
CFA Charterholder candidate, Investment Management
Curtin University 1997 — 2000
Finance & Economics
Dynamic Funds January 2013 - Present
BNY Mellon January 2012 - December 2012
BT Financial Group November 2007 - July 2011
MLC Investments September 2003 - November 2007
MLC Investments October 2000 - September 2003
Skills
Asset Allocation, Portfolio Management, Strategy, Investments, Equities, Asset Managment, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Pensions
Education
CAIA Instutute 2012 — 2013
Chartered Alternative Investment Analyst
CFA Institute 2010 — 2012
CFA Charterholder candidate, Investment Management
Curtin University 1997 — 2000
Finance & Economics
Kristine Amen-Duplantis's BT Financial Group Experience October 2010 - January 2012
Job Process and relationship manager | Improving operational efficiencies
Industry Financial Services
Experience
USAID September 2012 - July 2013
BT Financial Group October 2010 - January 2012
Deutsche Bank July 2006 - May 2010
SGS April 2001 - December 2003
Skills
Emerging Markets, Management, Change Management, Business Strategy, Strategy, Project Management, Process Improvement, Business Analysis, Governance
Education
The University of Birmingham 2004 — 2005
Master's Degree, International Business, Distinction
Ateneo de Manila University 1996 — 2000
Bachelor's degree, Social Sciences
School name:
USAID September 2012 - July 2013
BT Financial Group October 2010 - January 2012
Deutsche Bank July 2006 - May 2010
SGS April 2001 - December 2003
Skills
Emerging Markets, Management, Change Management, Business Strategy, Strategy, Project Management, Process Improvement, Business Analysis, Governance
Education
The University of Birmingham 2004 — 2005
Master's Degree, International Business, Distinction
Ateneo de Manila University 1996 — 2000
Bachelor's degree, Social Sciences
School name:
Chris Hartwig's BT Financial Group Experience January 2006 - January 2008
Job International sales and marketing director at Swiss Grills international LLC
Industry Marketing and Advertising
Experience
Swiss Grills international LLC July 2012 - Present
Swiss Grill Ltd January 2008 - July 2012
BT Financial Group January 2006 - January 2008
Skills
Marketing, Business Strategy, Marketing Strategy, Sales Management, New Business Development, Negotiation, Account Management, Market Research, Marketing Management, Strategic Planning, Business Development, FMCG, Marketing Communications, Business Planning, Digital Marketing, Sales, Management, Brand Development, Team Leadership, Product Development, B2B, Training, Entrepreneurship, Strategy, Brand Management, Customer Service, Sales Operations, Key Account Management, Leadership, Online Advertising, Product Marketing, Retail
Education
Ashford University
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.38
Ashford University
Bachelor of Business Administration (BBA), Marketing, 3.21
The Open University 2002 — 2003
diploma in social science, Marketing/business
kearsney college 1996 — 2001
Matric
Swiss Grills international LLC July 2012 - Present
Swiss Grill Ltd January 2008 - July 2012
BT Financial Group January 2006 - January 2008
Skills
Marketing, Business Strategy, Marketing Strategy, Sales Management, New Business Development, Negotiation, Account Management, Market Research, Marketing Management, Strategic Planning, Business Development, FMCG, Marketing Communications, Business Planning, Digital Marketing, Sales, Management, Brand Development, Team Leadership, Product Development, B2B, Training, Entrepreneurship, Strategy, Brand Management, Customer Service, Sales Operations, Key Account Management, Leadership, Online Advertising, Product Marketing, Retail
Education
Ashford University
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.38
Ashford University
Bachelor of Business Administration (BBA), Marketing, 3.21
The Open University 2002 — 2003
diploma in social science, Marketing/business
kearsney college 1996 — 2001
Matric
Alexandra Ballard's BT Financial Group Experience 1994 - 2000
Job Director, Communications & Partnership Development Havlik Metcs Limited
Industry Management Consulting
Experience
Havlik Metcs Limited January 2011 - Present
Canada, Australia & New Zealand Business Association May 2012 - December 2013
Financial Simplicity Australia Pty Ltd 2009 - March 2013
British Columbia Securities Commission September 2010 - February 2011
Allco Finance Group August 2006 - September 2008
TOWER Australia Limited (TAL) December 2001 - June 2003
Zurich Scudder Investments 2000 - 2002
BT Financial Group 1994 - 2000
Lief International 1992 - 1994
Minister of State (Finance) 1987 - 1988
Skills
Strategic Communications, Business Development, Management, Change Management, Marketing Strategy, Investments, Portfolio Management, Marketing, Crisis Communications, Stakeholder Engagement, Government, Wealth Management, Investor Relations, Media Relations, Strategic Planning, Corporate Communications, Internal Communications, Marketing Communications, Financial Services, Stakeholder Management
Education
Australian Institute of Company Directors 2002 — 2002
GAICD, Company Directors' Program
Carleton University - Norman Paterson School of International Relations 1988 — 1990
MA, International Relations
Saint Lawrence University 1983 — 1987
BA, Political History
Havlik Metcs Limited January 2011 - Present
Canada, Australia & New Zealand Business Association May 2012 - December 2013
Financial Simplicity Australia Pty Ltd 2009 - March 2013
British Columbia Securities Commission September 2010 - February 2011
Allco Finance Group August 2006 - September 2008
TOWER Australia Limited (TAL) December 2001 - June 2003
Zurich Scudder Investments 2000 - 2002
BT Financial Group 1994 - 2000
Lief International 1992 - 1994
Minister of State (Finance) 1987 - 1988
Skills
Strategic Communications, Business Development, Management, Change Management, Marketing Strategy, Investments, Portfolio Management, Marketing, Crisis Communications, Stakeholder Engagement, Government, Wealth Management, Investor Relations, Media Relations, Strategic Planning, Corporate Communications, Internal Communications, Marketing Communications, Financial Services, Stakeholder Management
Education
Australian Institute of Company Directors 2002 — 2002
GAICD, Company Directors' Program
Carleton University - Norman Paterson School of International Relations 1988 — 1990
MA, International Relations
Saint Lawrence University 1983 — 1987
BA, Political History
Davy
Union Savings Bank