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 @ Commonwealth Bank
- 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.
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