Ivan Katz Email & Phone Number
Senior Director - Head of Private Wealth @ Qualitas
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Ivan Katz Location
- Sydney, NSW, AU
Ivan Katz Work
- Senior Director - Head of Private Wealth @ (May 2016 - Present)
- Private Client Services @ (August 2014 - May 2016)
- Private Banking @ (January 2013 - August 2014)
- Financial Markets @ (January 2001 - December 2012)
- Associate Director Private Banking @ (January 1997 - December 2000)
Ivan Katz Education
- Financial Services Institute of Australia ( FINSIA)
Graduate Diploma of Financial Planning
1997-2000 - University of Cape Town
Commerce (Finance)
1978-1982
Ivan Katz Skills
- Financial Markets
- Wealth Management
- Asset Managment
- Private Banking
- Portfolio Management
- Financial Analysis
- Strategic Financial Planning
- Treasury
- Investments
- Financial Modeling
- Internet Banking
- Product Structuring
- Asset Management
- Negotiation
- Sales
- Banking
- Finance
- Commerce
- Capital
Ivan Katz Summary
- Ivan Katz, based in Sydney, NSW, AU, is currently a Senior Director - Head of Private Wealth at Qualitas Group. Ivan Katz brings experience from previous roles at BOQ Specialist, Investec Bank (Australia) Limited and ANZ. Ivan Katz holds a 1997 - 2000 Graduate Diploma of Financial Planning @ Financial Services Institute of Australia ( FINSIA). With a robust skill set that includes Financial Markets, Wealth Management, Asset Managment, Private Banking, Portfolio Management and more. Ivan Katz has 2 emails and 1 mobile phone numbers on RocketReach.
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