Lachlan Marshall Email & Phone Number

Head of Operations - IAM Capital Markets @ Cashwerkz

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Lachlan Marshall Location

Brisbane, QLD, AU

Lachlan Marshall Work

2024 - now Head of Operations - IAM Capital Markets @
2022 - 2023 Head of Client and Shared Services @
2019 - 2022 Client Services Manager @
2017 - 2019 Client Services Manager @
2015 - 2017 Client Services - Team Leader @
2014 - 2015 Client and Sales Support Officer @
2014 - 2014 Aftercare Officer @
2012 - 2014 Data Integrity Officer @
2012 - 2012 Assistant Sales and Marketing Officer @ BlueScope Steel International Ltd
2011 - 2011 Certifications Officer @
2009 - 2011 Discharge Settlements Officer @
2007 - 2009 E-Lodgement Clerk, Third Party Stamping and Registrations @

Lachlan Marshall Education

AFMA - Australian Financial Markets Association
Financial Markets Core Module
2017 - 2017
CISI - Chartered Institute for Securities & Investment
Investment Advice Diploma Units
2013 - 2014
CFA UK
Investment Management Certificate (IMC)
2012 - 2013
The University of Queensland
Bachelor of Commerce (BCom) (Finance, General)
2004 - 2006
Brisbane Grammar School
Overall Position 5
1999 - 2003

Lachlan Marshall Skills

Microsoft Office
MS Excel Pivot Tables
Derivatives
Project Management
Banking
Investments
Microsoft Excel
Retail Banking
Mortgage Lending
Credit
Financial Risk
Finance
Research
Fixed Income
Public Speaking
Team Leadership
Grammar
Commercial Lending
Lending Documentation

Lachlan Marshall Summary

Lachlan Marshall, based in Brisbane, QLD, AU, is currently a Head of Operations - IAM Capital Markets at Income Asset Management Group. Lachlan Marshall brings experience from previous roles at FIIG Securities. Lachlan Marshall holds a 2017 - 2017 Financial Markets Core Module @ AFMA - Australian Financial Markets Association. With a robust skill set that includes Microsoft Office, MS Excel Pivot Tables, Derivatives, Project Management, Banking and more. Lachlan Marshall has 2 emails and 1 mobile phone numbers on RocketReach.

Lachlan Marshall Emails

Found 2 emails

Lachlan Marshall Phone Numbers

Found 1 phone number

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Top Cashwerkz Employees

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Harry Roberts

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