Shona Friel
Investor Operations, Executive Director, Asset Management @ MA Financial Group
About
18 years’ experience, primarily with in the asset management industry, focusing on client management and relationships, consistent focus on delivering best in class solutions for Institutional and retail clients to support business growth, as well as building relationships with key stakeholders.
Australia
Sydney
Financial Services
Fixed Income, Equities, Asset Management, Investment Strategies, Alternative Investments, Client Relations Skills, Hedge Funds, Investment Management, Wealth Management, Asset Allocation, Mutual Funds, Financial Markets, Financial Services, Derivatives, Investments, Management, Change Management, Project Management, Business Relationship Management
Experience
Investor Operations, Executive Director, Asset Management
MA Financial Group
Investor Operations Director, Asset Management
MA Financial Group
Investor Operations Manager
MA Financial Group
Client Service Executive - Consultant
MA Financial Group
Sydney, New South Wales, Australia
Director Of Operations
Renovation and Integrated Construction Collective
Overseeing and managing the Builder Partner Program (‘BPP’) for residential builders. A Program which offers external builders (focused on renovations/builds between $250k to $3mil) the ability to plug into the professional services of Project Management and Interior Design offered by RICC. In addition, ensuring the company’s strategy and direction is being met, to support company growth.
Client Service Manager, Senior Vice President
Lazard Asset Management
Provided management to a team of Client Service Associates, supporting a team of Business Development Managers on their retail and institutional client portfolios in Australia, Hong Kong and Singapore, valued at approx. A$15 B in AUM, with a focus on a best in class client service experience.
Client Service Associate, Vice President
Lazard Asset Management
Sydney, New South Wales, Australia
Client Service Associate for Institutional clients invested in Global Equities, Emerging Markets and Australian Equities.
Team Assistant
Lazard Asset Management
Sydney, New South Wales, Australia
Shona Friel's Contact Information
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