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Sales and Trading Director
Sales and Trading Director
New mentor!
Member since 2025
  • Sydney
  • Toronto
About the mentor

I’m a senior sales executive with over 10 years of experience across asset management, wealth management, and fintech in Asia-Pacific and North America. My career has spanned roles at global firms including Corpay, Morgan Stanley, and Fidelity, where I’ve led sales of investment products, equity platforms, and FX solutions to private capital firms and financial advisors.

Beyond my professional work, I’m passionate about mentoring the next generation of finance professionals. I’ve been actively involved in mentorship programs at Morgan Stanley and Fidelity, and for the past four years, I’ve served as a mentor with Griffith University.

I enjoy helping students and early-career professionals by offering career guidance, industry insights and navigating the financial services world. Whether it’s preparing for interviews, understanding different career paths in finance, or building confidence, I’m always happy to share what I’ve learned.

Expertise
  • Asset Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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