David Whitby Email & Phone Number
Senior Investment Specialist @ Perennial Value Management
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David Whitby Location
- Sydney, NSW, AU
David Whitby Work
- 2026 -now Senior Investment Specialist @
- 2017 -2026 Director, Wholesale Sales NSW @
- 2015 -2017 Account Manager @ BetaShares Capital Limited
- 2009 -2015 Client Relationship Manager @
- 2006 -2009 Client Service Associate @
- 2004 -2006 Operations Manager @ Vertex Capital Management
- 2003 -2004 Client Service Consultant @ ipac
- 2000 -2001 Business Support Analyst @ Morley Fund Management
- 1998 -2000 Client Service Consultant @
David Whitby Education
- Kaplan Australia
(Graduate Certificate of Applied Finance)
2012-2013 - Kaplan
Diploma of Financial Services (Financial Planning)
2003-2008 - Australian Catholic University
Diploma of Education (History, Commerce & Geography)
2004-2004 - University of Sydney
Bachelor of Arts (History & Geography)
1995-1997 - The Kings School 1984-1992
David Whitby Skills
- Derivatives
- Investment Strategies
- Wealth Management
- Asset Management
- Equities
- CRM
- Investments
- Business Strategy
- Strategy
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Asset Managment
- Financial Services
- Trading
- Microsoft Word
- Account Management
David Whitby Summary
- David Whitby, based in Sydney, NSW, AU, is currently a Senior Investment Specialist at Perennial Partners. David Whitby brings experience from previous roles at Bennelong Funds Management, BetaShares Capital Limited and GMO. David Whitby holds a 2012 - 2013 Kaplan Australia. With a robust skill set that includes Derivatives, Investment Strategies, Wealth Management, Asset Management, Equities and more. David Whitby has 1 emails and 2 mobile phone numbers on RocketReach.
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