James Vassallo Email & Phone Number
Managing Director
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James Vassallo Location
- Sydney, NSW, AU
James Vassallo Work
- Managing Director @ Wealth Mortgage Broking Pty Limited (April 2013 - Present)
- Head of Agency, Australia @ (February 2007 - April 2013)
- Head of Agency, Loans and Syndications @ (June 2004 - January 2007)
- Private Client Adviser @ (August 2002 - June 2004)
- Financial Adviser @ AMP (February 2000 - July 2002)
- Group Head Project Finance Agency @ Fuji Bank Singapore (May 1997 - April 1999)
- Associate Vice-President Corporate Finance @ (December 1994 - April 1997)
- Relationship Manager, Business Banking @ (November 1993 - December 1994)
- Senior Manager, Corporate Banking Services @ (April 1991 - October 1993)
- Manager, Corporate and International @ State Bank Victoria/CBA (August 1988 - March 1991)
James Vassallo Education
- Deakin University
Diploma (Financial Planning)
2000-2002 - Finsia
Diploma (Securities)
1986-1989 - University of New South Wales
BSc (Mathematics)
1977-1981 - Marist Brothers Kogarah
- Marist Brothers Pagewood
James Vassallo Skills
- Corporate Finance
- Loans
- Syndications
- Commercial Banking
- Credit
- Corporate Law
- Structured Finance
- Project Finance
- Finance
- Basel II
- Banking
- Credit Analysis
- Financial Markets
- Risk Management
- Structured Products
- Relationship Management
- Financial Risk
- Investments
- Credit Risk
- Portfolio Management
- Superannuation
- Retail Banking
- Investment Banking
- Loan Origination
- Financial Analysis
- Wealth Management
- Funding
- Financial Structuring
- Financial Services
- Capital Markets
- Mathematics
- BSC
James Vassallo Summary
- James Vassallo, based in Sydney, NSW, AU, is currently a Managing Director at Wealth Mortgage Broking Pty Limited. James Vassallo brings experience from previous roles at National Australia Bank, Westpac, Commonwealth Bank of Australia and AMP. James Vassallo holds a 2000 - 2002 Diploma in Financial Planning @ Deakin University. With a robust skill set that includes Corporate Finance, Loans, Syndications, Commercial Banking, Credit and more. James Vassallo has 1 mobile phone numbers on RocketReach.
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