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 Companyis a private, independentinvestment managementfirm with clientassets under managementtotaling over US$1 trillion based inBoston, United States.
The firm serves asinvestment advisorto over 2,200 institutions[1]in over 60 countries, as of 30 June 2020.[2]Its clients include central banks andsovereigninstitutions, pension funds, endowments and foundations,family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers.
Headquartered inBoston, the company has an office in Radnor, PA, and opened offices inLondonin 1983;Singaporein 1996;San Francisco,Sydney, andTokyoin 1997;Hong Kongin 2003; Chicago in 2004;Beijingin 2007;Frankfurtin 2011;ZurichandLuxembourgin 2014;Torontoin 2018;Shanghaiin 2020
Jason Boustany
Analyst at Wellington Management
Sydney, Australia217 connections
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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
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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.
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