Bell Potter Securities
Managing Director
Trans-National Research Freimark Blair Aug 2013 - Dec 2017
Head of Strategy
Kota Global Securities Jun 2010 - Aug 2013
Head of Research
Tatanka Asset Management May 2009 - May 2010
Strategist and Equity Research
Thomson Reuters Aug 2006 - May 2008
Quantitative Specialist and Sales
Education:
Cfa Institute 2008 - 2010
Financial Services Institute of Australia (Finsia) 1998 - 2001
La Trobe University 1994 - 1997
Bachelors, Bachelor of Arts, Economics
Skills:
Equities Asset Management Investment Banking Fixed Income Finance Equity Research Financial Modeling Risk Management Portfolio Management Quantitative Analytics Capital Markets Asset Managment Hedge Funds Investments Emerging Markets Derivatives Bloomberg Valuation Investment Management Private Equity Asset Allocation Quantitative Research Global Strategy Etfs Pension Funds Fund of Funds
Aug 2013 to 2000 Senior StrategistKota Global Securities New York, NY Jun 2010 to Aug 2013 Managing Director, Head Strategist and Head of ResearchKota Global Securities (Predecessor firm to Kota Global Securities) New York, NY Jun 2009 to May 2010 Managing Director, Head of ResearchThomson Reuters New York, NY Aug 2006 to May 2008 Quantitative Specialist/SalesFactSet Research Systems London, OH Jul 2001 to Aug 2006 Quantitative Specialist/Sales - EAFE
Education:
Financial Services Institute of Australia 2001 Graduate Diploma in Applied Finance & InvestmentsLa Trobe University 1997 B.A. in Economics