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DW8 Growth, page-2683

  1. steve10
    4,872 Posts.
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    26/02/21
    13:28
    Post #: 51361660
    FYI - ex Macquarie Group. Not sure what the link is here but very encouraging to have an analyst mention billion dollar start up. Could DW8 be looking for funds for an acquisition?

    Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, United States.

    The firm serves as investment advisor to over 2,200 institutions[1] in over 60 countries, as of 30 June 2020.[2] Its clients include central banks and sovereign institutions, pension funds, endowments and foundations, family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers.

    Headquartered in Boston, the company has an office in Radnor, PA, and opened offices in London in 1983; Singapore in 1996; San Francisco, Sydney, and Tokyo in 1997; Hong Kong in 2003; Chicago in 2004; Beijing in 2007; Frankfurt in 2011; Zurich and Luxembourg in 2014; Toronto in 2018; Shanghai in 2020


    https://hotcopper.com.au/data/attachments/2950/2950420-aed201f71604f26f2f402be4fdf83920.jpg

    Jason Boustany

    Analyst at Wellington Management

    Sydney, Australia217 connections

    Join to Connect
    Wellington Management
    University of Technology, Sydney

    Activity

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    Experience




    FYI - must be using OFX for overseas money transfers to reduce FX fees. https://www.ofx.com/en-au/

    Jonathan Sermon

    OFX | Partnerships | Enterprise | Alliances | International Payments | Connector | Sales | Problem Solver

    Sydney, Australia500+ connections

    Join to Connect
    OzForex Group Limited trading as “OFX”
    Wine & Spirit Education Trust
    Websites


    External link
    External link
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    About

    In 18 years of working in foreign exchange, I've helped clients save money on everything from importing muscle cars to paying their overseas employees.

    Since 2003, I have been helping individuals and businesses pay less for what they buy with foreign currency. Today, I am based in Sydney and working for OFX, a listed foreign exchange specialist with offices around the world.

    As a Senior Alliance manager, I work with companies that have clients sending money overseas or bringing money into the country and very simply save their clients time and money on those transactions.

    Over the years, I would've probably saved my clients hundreds of thousands of dollars on their transfers. On any one day, that might be saving a few hundred dollars for a company paying a freelancer overseas; $5,000 for a client buying a USD35,000 Hublot watch; or a monthly saving for clients sending money back to the UK to pay off the mortgage - it all adds up.

    I'm known in the industry for my communications skills, the ability to make every client feel valued, and for connecting people.

    I tend to work with CEOs, CFOs, Financial Planners, Private Wealth Advisers, fellow Business Development Managers, and Marketers.

    If you have clients who are moving money in different currencies — whether it’s enough to pay for dentistry in the Philippines or to buy a private jet to take them there — I would like to help you save them time and money.

    Please send me an InMail or email me directly at [email protected] to learn more about our Partner Programme or how our International Money Transfer services work.

    Activity

    Join now to see all activity

    Experience

    • OzForex Group Limited trading as “OFX”

      Senior Alliance Manager

      OzForex Group Limited trading as “OFX”

      2010 - Present11 years

      Sydney, Australia

      Based at HQ, I lead the APAC Alliance team. I'm accountable for commercial performance and development across the team, that consists of 3 Alliance Managers and 3 Account Managers.

      We are responsible for;
      - Increasing brand awareness and advocacy across targeted verticals,
      - Driving continued Sales & Growth through new Referral Partnerships,
      - Referral Partner & Client Retention,

      OFX was established in 1998 originally as an information site to providing customers…

    • BIO Australia

      Co Founder | Director

      BIO Australia

      Mar 2019 - Present2 years

      Sydney, Australia

      AT BIO, WE DO NETWORKING A LITTLE DIFFERENTLY (https://www.bioaustralia.co)

      You don't have to own your own business (but it’s cool if you do) or be an entrepreneur, you just need to be open to meeting new people, listening to their tales, connecting differently and sharing ideas.

      We’re not leeches… so our members are not about sucking the business (or life) out of you. We work together to help our members solve problems, build their businesses, further their careers or develop…

    • Lifestyle Pirates Podcast (http://www.lifestylepirates.com.au/)

      Co Host

      Lifestyle Pirates Podcast (http://www.lifestylepirates.com.au/)

      May 2020 - Present 10 months

      Sydney, New South Wales, Australia

      Lifestyle Pirates is a free Podcast and YouTube channel with hosts Big J and Adriano. These guys are Jack of all trades, but masters of none

      From very different worlds, they come together to talk shop, lifestyle and the up & downs with their guests.

    • BNI CBD Connect

      Events, Mentor & Education Coordinator

      BNI CBD Connect

      Oct 2014 - Present 6 years 5 months

      Sydney, CBD

      BNI is a business networking organisation with over 6,200 active chapters and 140,000 members in approximately 50 countries, it is the most successful business referral organisation of its kind.

    • HiFX

      Senior Business Development

      HiFX

      Jul 2003 - Mar 2010 6 years 9 months

      Foreign Exchange Broker

    Education

    • Wine & Spirit Education TrustWine & Spirit Education Trust

      Wine & Spirit Education Trust

      Level 1 Award in WinesWine & Spirits

      2019 - 2019

      - The main types and styles of wine
      - Common wine grapes and their characteristics
      - How to store and serve wine
      - The principles of food and wine pairing
      - How to describe wine using the WSET Level 1 Systematic Approach to Tasting Wine® (SAT)

    • Coventry UniversityCoventry University

      Coventry University

      BA HonsMarketing Management

      2000 - 2003

      Marketing Management

    • Bearwood College

      Bearwood College

      -

    DW8 Price at posting: 6.7¢ Sentiment: Buy Disclosure: Held
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