Jesse Zhang Email
Chief Operating Officer @ Boman Group
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Jesse Zhang Location
- Melbourne, VIC, AU
Jesse Zhang Work
- Chief Operating Officer @ (July 2024 - Present)
- Chief Compliance Officer @ (September 2021 - July 2024)
- Group Operations and Compliance Manager @ (October 2018 - September 2021)
- Head of Trustee Services @ (March 2019 - Present)
- Senior Paraplanner @ (May 2016 - September 2018)
- Head of Financial Planning @ (November 2014 - April 2016)
- Financial Planner @ (October 2012 - November 2014)
- Paraplanner @ (January 2012 - October 2012)
- Graduate Program @ (February 2011 - January 2012)
- Various roles in Financial Planning, Financial Analysis, Financial Market Research @ Various Businesses (January 2007 - January 2011)
Jesse Zhang Education
- University of Melbourne
Master of Financial Management (Finance)
2007-2008 - Auckland University of Technology
Bachelor of Business (Finance)
2004-2006 - Kaplan Professional
SMSF Accreditation (Self-Managed Super Funds (SMSF))
2015 - Mentor Education
ADFP (Financial Planning)
2013 - Curtin University
Taxation Law
2008 - University of South Australia
Managing the Digital Organisation
2008 - Mentor Education
DFS (Financial Planning)
2010
Jesse Zhang Skills
- Business Analysis
- Investments
- Wealth
- Financial Modeling
- Financial Services
- Wealth Management
- Asset Allocation
- Equities
- Relationship Management
- Investment Advisory
- Sales
- Superannuation
- Strategy
- Financial Markets
- Financial Risk
- Financial Analysis
- Wealth Management Services
- Retail Banking
- Financial Advisory
- Financial Planning
- Marketing
- Team Management
- Income Protection
- Customer Service
- Risk Management
- Insurance
- SMSF
- Wealth Accumulation
- Portfolio Management
- Estate Planning
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Holistic Financial Planning
- Financial Planners
- Pensions
- Banking
- Investment Strategies
- Corporate Governance
- Compliance Management
Jesse Zhang Summary
- Jesse Zhang, based in Melbourne, VIC, AU, is currently a Chief Operating Officer at Boman Group. Jesse Zhang brings experience from previous roles at Boman Group, BMYG CAPITAL and DPM Financial Services. Jesse Zhang holds a 2007 - 2008 Master of Financial Management in Finance @ University of Melbourne. With a robust skill set that includes Business Analysis, Investments, Wealth, Financial Modeling, Financial Services and more. Jesse Zhang has 2 emails on RocketReach.
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