Colonial First State
Industry: Bank
DescriptionColonial First State is a wealth management group in Australia. It offers investment, superannuation and retirement products to individuals and corporate superannuation solutions to employers in Australia. Founded in 1988, Colonial First State is wholly owned by the Commonwealth Bank Group. Parent organization: Commonwealth Bank Headquarters: Sydney, Australia Founded: 1988 Key person: Linda Elkins
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Colonial First State Employees
Employee
Years
Job
Industry
Melanie Nicolson Melanie Nicolson's Colonial First State Experience April 2006 - August 2006
Job Human Resources Director at Keating Consulting Group
Industry Human Resources
Experience
Keating Consulting Group March 2013 - August 2014
Nomura International November 2008 - October 2010
First State Investments September 2006 - November 2008
Colonial First State April 2006 - August 2006
ADP August 2002 - October 2005
London Borough of Lambeth January 2002 - August 2002
Ford Motor Company February 1996 - March 2001
Skills
Change Management, Coaching, Talent Management, Employee Relations, Employee Engagement, Performance Management, Human Resources, Succession Planning, HR Policies, Deferred Compensation, HRIS, Recruiting, Talent Acquisition, Employee Benefits, Onboarding, Personnel Management
Education
Deakin University 1992 — 1995
Bachelor of Commerce, Human Resources, Marketing
Deakin University 1992 — 1995
Bachelor of Science, Information Technology, Statistics
Keating Consulting Group March 2013 - August 2014
Nomura International November 2008 - October 2010
First State Investments September 2006 - November 2008
Colonial First State April 2006 - August 2006
ADP August 2002 - October 2005
London Borough of Lambeth January 2002 - August 2002
Ford Motor Company February 1996 - March 2001
Skills
Change Management, Coaching, Talent Management, Employee Relations, Employee Engagement, Performance Management, Human Resources, Succession Planning, HR Policies, Deferred Compensation, HRIS, Recruiting, Talent Acquisition, Employee Benefits, Onboarding, Personnel Management
Education
Deakin University 1992 — 1995
Bachelor of Commerce, Human Resources, Marketing
Deakin University 1992 — 1995
Bachelor of Science, Information Technology, Statistics
Monica Lee (Rodgers-Khashabi) Paige Monica Lee (Rodgers-Khashabi) Paige's Colonial First State Experience January 2007 - May 2007
Job Nutrition Coach & Personal Trainer
Industry Health, Wellness and Fitness
Experience
Forma Gym Walnut Creek November 2011 - Present
Forma Gym Walnut Creek October 2013 - January 2015
Aussie Body Fitness January 2012 - January 2014
Scranton Law Firm April 2013 - December 2013
Sartso Kevlar Jeans October 2009 - August 2010
Zoo Weekly Magazine Australia March 2009 - May 2010
Colonial First State January 2007 - May 2007
TP Human Capital February 2006 - November 2006
Dalle Cort Financial Services January 2005 - July 2005
Hillross Financial Services July 2004 - January 2005
Skills
Fitness Training, Nutrition, Personal Training, Weight Training, Weight Loss Coaching, Martial Arts, Long Distance Running, Motorcycling, Strength & Conditioning, Weightlifting, Photography, Modeling, Motorcycle Industry, Motorcycle Safety, Web Design, Weight Loss, Television Presenting, Motorcycle Racing, Corporate Social Media, Customer Service, Nutritional Counseling, Boot Camp, Presenter, Social Media, Strength Training
Education
Precision Nutrition 2013 — 2014
Pn1 Certified Sports & Exercise Nutrition Coach, Sports & Exercise Nutrition
International Sports Sciences Association 2011 — 2012
Certified Fitness Trainer, Fitness and Nutrition
International Webmasters Association 2010 — 2011
Certification, Web Page, Digital/Multimedia and Information Resources Design
Sydney Academy of Film and Television 2006 — 2007
Certification, Television Presenting
Integratec Australia 2004 — 2007
Diploma, Financial Planning and Services
James Cook University 2005 — 2006
Certificate, Theatre/Theater
Forma Gym Walnut Creek November 2011 - Present
Forma Gym Walnut Creek October 2013 - January 2015
Aussie Body Fitness January 2012 - January 2014
Scranton Law Firm April 2013 - December 2013
Sartso Kevlar Jeans October 2009 - August 2010
Zoo Weekly Magazine Australia March 2009 - May 2010
Colonial First State January 2007 - May 2007
TP Human Capital February 2006 - November 2006
Dalle Cort Financial Services January 2005 - July 2005
Hillross Financial Services July 2004 - January 2005
Skills
Fitness Training, Nutrition, Personal Training, Weight Training, Weight Loss Coaching, Martial Arts, Long Distance Running, Motorcycling, Strength & Conditioning, Weightlifting, Photography, Modeling, Motorcycle Industry, Motorcycle Safety, Web Design, Weight Loss, Television Presenting, Motorcycle Racing, Corporate Social Media, Customer Service, Nutritional Counseling, Boot Camp, Presenter, Social Media, Strength Training
Education
Precision Nutrition 2013 — 2014
Pn1 Certified Sports & Exercise Nutrition Coach, Sports & Exercise Nutrition
International Sports Sciences Association 2011 — 2012
Certified Fitness Trainer, Fitness and Nutrition
International Webmasters Association 2010 — 2011
Certification, Web Page, Digital/Multimedia and Information Resources Design
Sydney Academy of Film and Television 2006 — 2007
Certification, Television Presenting
Integratec Australia 2004 — 2007
Diploma, Financial Planning and Services
James Cook University 2005 — 2006
Certificate, Theatre/Theater
Gina Beshara Gina Beshara's Colonial First State Experience April 2010 - January 2011
Job Executive Assistant at Rockefeller University
Industry Banking
Experience
Rockefeller University May 2015 - Present
Macquarie Group April 2014 - August 2014
CBA January 2011 - November 2013
Colonial First State April 2010 - January 2011
National Australia Bank July 2008 - March 2010
Skills
Banking, Superannuation, SDLC, Lotus Notes, Outlook, Expense Management, Administrative..., Time Management, Office Management, Office Administration, Insurance, Human Resources, Microsoft Excel, Executive Support, Administration, Diary Management, Invoicing, Expenses, Event Planning, Accounts Payable, Recruiting
Education
TAFE 2002 — 2003
Diploma, Business
endeavour college
Bachelor of Health Science, Naturopathy
Rockefeller University May 2015 - Present
Macquarie Group April 2014 - August 2014
CBA January 2011 - November 2013
Colonial First State April 2010 - January 2011
National Australia Bank July 2008 - March 2010
Skills
Banking, Superannuation, SDLC, Lotus Notes, Outlook, Expense Management, Administrative..., Time Management, Office Management, Office Administration, Insurance, Human Resources, Microsoft Excel, Executive Support, Administration, Diary Management, Invoicing, Expenses, Event Planning, Accounts Payable, Recruiting
Education
TAFE 2002 — 2003
Diploma, Business
endeavour college
Bachelor of Health Science, Naturopathy
Sherry Morrow Sherry Morrow's Colonial First State Experience September 1997 - December 1999
Job Training & Development Director, Manulife Financial
Industry Insurance
Experience
Manulife Financial September 2002 - Present
Inter Staffing Services January 1998 - Present
Adecco Group November 2000 - September 2003
Canadian Olympic Committee August 2000 - October 2000
Colonial First State September 1997 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Conestoga College 2002 — 2004
Human Resource Management Co-op Post Graduate
University of Sydney 1996 — 1998
Human Resources, Major
University of Waterloo 1994 — 1995
Bachelor of Arts (B.A.)
University of Ottawa / Université d'Ottawa 1991 — 1993
Bachelor of Sociology, Criminology Minor
St David High 1986 — 1990
Ontario Secondary School Diploma, Honours
Manulife Financial September 2002 - Present
Inter Staffing Services January 1998 - Present
Adecco Group November 2000 - September 2003
Canadian Olympic Committee August 2000 - October 2000
Colonial First State September 1997 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Conestoga College 2002 — 2004
Human Resource Management Co-op Post Graduate
University of Sydney 1996 — 1998
Human Resources, Major
University of Waterloo 1994 — 1995
Bachelor of Arts (B.A.)
University of Ottawa / Université d'Ottawa 1991 — 1993
Bachelor of Sociology, Criminology Minor
St David High 1986 — 1990
Ontario Secondary School Diploma, Honours
Heather (Somerville) Purmal Heather (Somerville) Purmal's Colonial First State Experience 2002 - 2003
Job Parental Leave
Industry Real Estate
Experience
Parental Leave November 2012 - Present
Zurich Financial Services Australia March 2011 - October 2012
Dept. of Corrections July 2009 - September 2010
CB Richard Ellis May 2009 - July 2009
Precinct Properties NZ Ltd (previously ANZO Ltd) April 2009 - May 2009
Colliers International 2008 - 2008
PricewaterhouseCoopers 2005 - 2008
Ernst & Young 2003 - 2005
Colonial First State 2002 - 2003
Skills
Change Management, Risk Management, Financial Analysis, Financial Modeling, Business Analysis, Performance Management, Valuation, Stakeholder Management, Management Consulting
Education
University of Technology Sydney 1999 — 2002
Bachelor, Property Economics
TAFE 1998 — 1998
Diploma, Business (Real Estate Management)
Parental Leave November 2012 - Present
Zurich Financial Services Australia March 2011 - October 2012
Dept. of Corrections July 2009 - September 2010
CB Richard Ellis May 2009 - July 2009
Precinct Properties NZ Ltd (previously ANZO Ltd) April 2009 - May 2009
Colliers International 2008 - 2008
PricewaterhouseCoopers 2005 - 2008
Ernst & Young 2003 - 2005
Colonial First State 2002 - 2003
Skills
Change Management, Risk Management, Financial Analysis, Financial Modeling, Business Analysis, Performance Management, Valuation, Stakeholder Management, Management Consulting
Education
University of Technology Sydney 1999 — 2002
Bachelor, Property Economics
TAFE 1998 — 1998
Diploma, Business (Real Estate Management)
Darin Brumby's Colonial First State Experience July 1998 - March 1999
Job Executive Programs at Gartner
Industry Information Technology and Services
Experience
Gartner August 2012 - Present
CrimTrac June 2010 - August 2012
BTM Corporation June 2009 - June 2010
Nationwide Building Society December 2007 - May 2009
First Group June 2003 - November 2007
TMP Worldwide May 2000 - May 2003
Morgan & Banks April 1999 - April 2000
Colonial First State July 1998 - March 1999
Legal & General March 1997 - June 1998
Commonwealth Bank of Australia November 1996 - February 1997
Skills
IT Strategy, Program Management, Integration, Mergers, Portfolio Management, Organization, Business Transformation, Governance, Stakeholder Management, Change Management, Business Process..., IT Management, Project Portfolio..., Outsourcing, Enterprise Architecture, Business Analysis, IT Service Management, Vendor Management, Strategic Planning, Project Management, Business Strategy, ITIL, Strategy, IT Transformation, IT Outsourcing, Management, Information Technology, Professional Services, Leadership Development, Executive Management, PMO, Project Delivery, Mergers & Acquisitions, Management Consulting, Leadership, Business Process, Business Intelligence
Education
University of Liverpool 2003 — 2006
Masters of Business Administration, Distinction
Gartner August 2012 - Present
CrimTrac June 2010 - August 2012
BTM Corporation June 2009 - June 2010
Nationwide Building Society December 2007 - May 2009
First Group June 2003 - November 2007
TMP Worldwide May 2000 - May 2003
Morgan & Banks April 1999 - April 2000
Colonial First State July 1998 - March 1999
Legal & General March 1997 - June 1998
Commonwealth Bank of Australia November 1996 - February 1997
Skills
IT Strategy, Program Management, Integration, Mergers, Portfolio Management, Organization, Business Transformation, Governance, Stakeholder Management, Change Management, Business Process..., IT Management, Project Portfolio..., Outsourcing, Enterprise Architecture, Business Analysis, IT Service Management, Vendor Management, Strategic Planning, Project Management, Business Strategy, ITIL, Strategy, IT Transformation, IT Outsourcing, Management, Information Technology, Professional Services, Leadership Development, Executive Management, PMO, Project Delivery, Mergers & Acquisitions, Management Consulting, Leadership, Business Process, Business Intelligence
Education
University of Liverpool 2003 — 2006
Masters of Business Administration, Distinction
Fiona O'Donovan's Colonial First State Experience March 1997 - June 1997
Job Senior IT Professional
Industry Information Technology and Services
Experience
EMC November 2006 - May 2014
EMC 1999 - 2009
EMC 1998 - 2009
EMC July 1999 - November 2006
EMC January 1998 - June 1999
Repco July 1997 - September 1997
Colonial First State March 1997 - June 1997
Quaker Oats January 1991 - September 1996
Skills
Business Analysis, IT Strategy, SDLC, Program Management, Project Portfolio..., PMO, Vendor Management, PMP, Business Intelligence, Software Project..., Business Process, Enterprise Software
Education
University College Cork 2007 — 2008
Applied Project Management
Cork College of Commerce 1987 — 1989
Mount Mercy College, Cork 1982 — 1987
High School
EMC November 2006 - May 2014
EMC 1999 - 2009
EMC 1998 - 2009
EMC July 1999 - November 2006
EMC January 1998 - June 1999
Repco July 1997 - September 1997
Colonial First State March 1997 - June 1997
Quaker Oats January 1991 - September 1996
Skills
Business Analysis, IT Strategy, SDLC, Program Management, Project Portfolio..., PMO, Vendor Management, PMP, Business Intelligence, Software Project..., Business Process, Enterprise Software
Education
University College Cork 2007 — 2008
Applied Project Management
Cork College of Commerce 1987 — 1989
Mount Mercy College, Cork 1982 — 1987
High School
Nirvana Chetty Nirvana Chetty's Colonial First State Experience December 2009 - September 2010
Job Philanthropic Partnerships, Assoc. at The Pew Charitable Trusts
Industry Nonprofit Organization Management
Experience
The Pew Charitable Trusts April 2014 - Present
Enough Project, Center for American Progress November 2012 - April 2014
Polaris Project January 2012 - October 2012
Russell Investments September 2010 - September 2011
Amnesty International Australia August 2010 - March 2011
Colonial First State December 2009 - September 2010
KPMG November 2007 - August 2009
Russell Investments December 2004 - June 2007
Skills
Data Analysis, Research, Microsoft Office, Social Media, Non-profits, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service, Community Outreach, Fundraising, International Relations, Editing
Education
Macquarie University 2009 — 2010
Master's degree, International Relations
Sydney University 2000 — 2003
Bachelor's degree, Economics
The Pew Charitable Trusts April 2014 - Present
Enough Project, Center for American Progress November 2012 - April 2014
Polaris Project January 2012 - October 2012
Russell Investments September 2010 - September 2011
Amnesty International Australia August 2010 - March 2011
Colonial First State December 2009 - September 2010
KPMG November 2007 - August 2009
Russell Investments December 2004 - June 2007
Skills
Data Analysis, Research, Microsoft Office, Social Media, Non-profits, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service, Community Outreach, Fundraising, International Relations, Editing
Education
Macquarie University 2009 — 2010
Master's degree, International Relations
Sydney University 2000 — 2003
Bachelor's degree, Economics
Steven Kavallaris Steven Kavallaris's Colonial First State Experience September 2014 - September 2015
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
Brian Sandefur's Colonial First State Experience September 2011 - February 2012
Job Vice President at SilVR Thread, Inc.
Industry Motion Pictures and Film
Experience
SilVR Thread, Inc. October 2014 - Present
Amgen April 2014 - March 2015
The New Scene January 2014 - January 2015
Pine Street Inn August 2013 - January 2014
Integrated Solutions Group September 2012 - July 2013
Eureka! Ranch September 2010 - November 2012
Colonial First State September 2011 - February 2012
Knowledge to Action July 2011 - October 2011
Trioce Consulting May 2011 - June 2011
Australian Administration Services AAS March 2011 - May 2011
Skills
Leadership, Marketing Communications, Social Media Marketing, Research, Strategic Planning, Time Management, Marketing Strategy, Web Based Media, Salesforce.com, Accomplished business..., Innovation Consulting, SEO, SEM, Digital Marketing, PPC, Adobe Creative Suite, Digital Photography, Database Marketing, Microsoft Office, IT Solutions, iLife, Direct Sales, Direct Marketing, Management, Project Management, Marketing, Public Speaking, Virtual Reality, Entrepreneurship
Education
University of Maine 2006 — 2010
Bachelor of Science Degree, Business Administration/Marketing
Camden Hills Regional High School 2002 — 2006
High school diploma
SilVR Thread, Inc. October 2014 - Present
Amgen April 2014 - March 2015
The New Scene January 2014 - January 2015
Pine Street Inn August 2013 - January 2014
Integrated Solutions Group September 2012 - July 2013
Eureka! Ranch September 2010 - November 2012
Colonial First State September 2011 - February 2012
Knowledge to Action July 2011 - October 2011
Trioce Consulting May 2011 - June 2011
Australian Administration Services AAS March 2011 - May 2011
Skills
Leadership, Marketing Communications, Social Media Marketing, Research, Strategic Planning, Time Management, Marketing Strategy, Web Based Media, Salesforce.com, Accomplished business..., Innovation Consulting, SEO, SEM, Digital Marketing, PPC, Adobe Creative Suite, Digital Photography, Database Marketing, Microsoft Office, IT Solutions, iLife, Direct Sales, Direct Marketing, Management, Project Management, Marketing, Public Speaking, Virtual Reality, Entrepreneurship
Education
University of Maine 2006 — 2010
Bachelor of Science Degree, Business Administration/Marketing
Camden Hills Regional High School 2002 — 2006
High school diploma
Kiri Masters's Colonial First State Experience December 2007 - July 2009
Job Owner & Ecommerce Consultant at Bobsled Marketing
Industry Financial Services
Experience
Bobsled Marketing March 2015 - Present
I like that lamp July 2013 - Present
JPMorgan Chase July 2013 - March 2015
JPMorgan Chase February 2012 - June 2013
Commonwealth Bank of Australia August 2010 - October 2011
Commonwealth Bank of Australia February 2009 - August 2010
Colonial First State December 2007 - July 2009
Westnet June 2005 - December 2007
Skills
Marketing Communications, Management, Events management, Strategy, Business Strategy, Project Management, Analysis, Marketing, Project Planning, Banking, Change Management, Strategic Planning, Financial Services, Stakeholder Management
Education
Kaplan Professional 2009 — 2010
Diploma of Financial Services, Financial Planning
Notre Dame 2005 — 2008
Bachelor of Marketing & Public Relations, Business/Commerce, General
Bobsled Marketing March 2015 - Present
I like that lamp July 2013 - Present
JPMorgan Chase July 2013 - March 2015
JPMorgan Chase February 2012 - June 2013
Commonwealth Bank of Australia August 2010 - October 2011
Commonwealth Bank of Australia February 2009 - August 2010
Colonial First State December 2007 - July 2009
Westnet June 2005 - December 2007
Skills
Marketing Communications, Management, Events management, Strategy, Business Strategy, Project Management, Analysis, Marketing, Project Planning, Banking, Change Management, Strategic Planning, Financial Services, Stakeholder Management
Education
Kaplan Professional 2009 — 2010
Diploma of Financial Services, Financial Planning
Notre Dame 2005 — 2008
Bachelor of Marketing & Public Relations, Business/Commerce, General
Forbes Gemmell Forbes Gemmell's Colonial First State Experience February 2001 - April 2004
Job President & CEO at Lago Dourado Minerals Ltd
Industry Mining & Metals
Experience
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Eva Baukes's Colonial First State Experience January 2007 - June 2011
Job Project Office Business Analyst
Industry Financial Services
Experience
the Edge of Insanity June 2011 - Present
Colonial First State January 2007 - June 2011
Commonwealth Bank of Australia 2007 - June 2011
Colonial First State June 2005 - January 2007
Colonial First State December 2004 - June 2005
Charles & Stuart 2001 - 2004
Freeman Fox 1999 - 2000
Skills
Stakeholder Management, Visio, Documentation, Business Analysis, Software Documentation, PMO, Business Requirements, Requirements Gathering, SDLC, MS Project, User Acceptance Testing, Business Process..., Project Management, Vendor Management
Education
Coursera - Duke University 2014 — 2014
Marine Megafauna: An Introduction to Marine Science and Conservation, Marine Science and Conservation, Distinction
Coursera - University of Western Australia 2014 — 2014
Certificate, Ocean Solutions, Distinction
Open 2 Study - University of Tasmania 2014 — 2014
Certificate, Marine and Antarctic Science, Distinction
Charles Sturt University 2008 — 2009
Graduate Certificate, Project Management
TAFE 2000 — 2001
Diploma, Human Resource Management/Business
TAFE 1998 — 1998
Certificate 3, Office Administration/Business
Sydney Girls High 1991 — 1996
High School Certificate
the Edge of Insanity June 2011 - Present
Colonial First State January 2007 - June 2011
Commonwealth Bank of Australia 2007 - June 2011
Colonial First State June 2005 - January 2007
Colonial First State December 2004 - June 2005
Charles & Stuart 2001 - 2004
Freeman Fox 1999 - 2000
Skills
Stakeholder Management, Visio, Documentation, Business Analysis, Software Documentation, PMO, Business Requirements, Requirements Gathering, SDLC, MS Project, User Acceptance Testing, Business Process..., Project Management, Vendor Management
Education
Coursera - Duke University 2014 — 2014
Marine Megafauna: An Introduction to Marine Science and Conservation, Marine Science and Conservation, Distinction
Coursera - University of Western Australia 2014 — 2014
Certificate, Ocean Solutions, Distinction
Open 2 Study - University of Tasmania 2014 — 2014
Certificate, Marine and Antarctic Science, Distinction
Charles Sturt University 2008 — 2009
Graduate Certificate, Project Management
TAFE 2000 — 2001
Diploma, Human Resource Management/Business
TAFE 1998 — 1998
Certificate 3, Office Administration/Business
Sydney Girls High 1991 — 1996
High School Certificate
Tanya Bartolini's Colonial First State Experience January 2007 - January 2013
Job CoFounder | Business Development Jacobi Strategies
Industry Financial Services
Experience
Jacobi Strategies July 2014 - Present
Women's Potential June 2013 - December 2013
Colonial First State January 2007 - January 2013
Colonial First State November 2006 - January 2008
CBA Financial Planning January 2003 - November 2007
Cavallaro Leonardi and Associates January 1999 - December 2002
Skills
Wealth Management, Superannuation, Financial Modeling, Relationship Management, Wealth, New Business Development, Investments, Sales Management, Strategic Financial..., Investment Strategies, Business Development, Marketing, Portfolio Management, Financial Services, Financial Advisory, Finance
Education
James Cook University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting
Jacobi Strategies July 2014 - Present
Women's Potential June 2013 - December 2013
Colonial First State January 2007 - January 2013
Colonial First State November 2006 - January 2008
CBA Financial Planning January 2003 - November 2007
Cavallaro Leonardi and Associates January 1999 - December 2002
Skills
Wealth Management, Superannuation, Financial Modeling, Relationship Management, Wealth, New Business Development, Investments, Sales Management, Strategic Financial..., Investment Strategies, Business Development, Marketing, Portfolio Management, Financial Services, Financial Advisory, Finance
Education
James Cook University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting
Nandita Raman's Colonial First State Experience 1997 - 1999
Job Experienced Operational Risk Executive, IBM OpenPages, Risk Governance, Change Management, Training
Industry Banking
Experience
Commonwealth Bank of Australia (CBA) October 2013 - December 2014
Commonwealth Bank January 2012 - October 2013
Commonwealth Bank June 2010 - December 2011
Commonwealth Bank January 2008 - May 2010
Commonwealth Bank June 2005 - December 2007
Macquarie Group 2000 - 2002
Colonial First State 1997 - 1999
Citi 1988 - 1997
PwC 1987 - 1988
Skills
OpenPages Risk..., Banking, Financial Services, Operational Risk..., Project Management, Change Management, Risk Assessment, Data Analytics, Cognos Reporting, Operational Risk..., Governance, Policy review, Incident Management, Operational Risk, Credit Risk, Finance, Financial Regulation, Financial Risk, Retail Banking, Requirements Gathering
Education
CPA Australia
CPA
University of Technology, Sydney
Master of Business, Banking and Finance
Commonwealth Bank of Australia (CBA) October 2013 - December 2014
Commonwealth Bank January 2012 - October 2013
Commonwealth Bank June 2010 - December 2011
Commonwealth Bank January 2008 - May 2010
Commonwealth Bank June 2005 - December 2007
Macquarie Group 2000 - 2002
Colonial First State 1997 - 1999
Citi 1988 - 1997
PwC 1987 - 1988
Skills
OpenPages Risk..., Banking, Financial Services, Operational Risk..., Project Management, Change Management, Risk Assessment, Data Analytics, Cognos Reporting, Operational Risk..., Governance, Policy review, Incident Management, Operational Risk, Credit Risk, Finance, Financial Regulation, Financial Risk, Retail Banking, Requirements Gathering
Education
CPA Australia
CPA
University of Technology, Sydney
Master of Business, Banking and Finance
Marisa Anna's Colonial First State Experience August 2000 - December 2005
Job Release Project Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2014 - Present
Credit Suisse August 2011 - December 2014
JPMorgan November 2006 - August 2011
Reserve Bank of Australia December 2005 - November 2006
Colonial First State August 2000 - December 2005
Skills
Investment Banking, FX Options, Business Analysis, Fixed Income, Banking, Prime Brokerage, Trading Systems, Stakeholder Management, Operational Risk..., Project Management, Project Management Tools, Testing, Regression Testing, Test Management, User Acceptance Testing, Manual Testing, Equities
Education
Charles Sturt University 2010 — 2012
Graduate Diploma in Project Management, Project Management
Charles Sturt University 2004 — 2007
Bachelor of Business (Finance), Business Finance
Charles Sturt University
Graduate Certificate in Project Management, Project Management
Credit Suisse December 2014 - Present
Credit Suisse August 2011 - December 2014
JPMorgan November 2006 - August 2011
Reserve Bank of Australia December 2005 - November 2006
Colonial First State August 2000 - December 2005
Skills
Investment Banking, FX Options, Business Analysis, Fixed Income, Banking, Prime Brokerage, Trading Systems, Stakeholder Management, Operational Risk..., Project Management, Project Management Tools, Testing, Regression Testing, Test Management, User Acceptance Testing, Manual Testing, Equities
Education
Charles Sturt University 2010 — 2012
Graduate Diploma in Project Management, Project Management
Charles Sturt University 2004 — 2007
Bachelor of Business (Finance), Business Finance
Charles Sturt University
Graduate Certificate in Project Management, Project Management
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation