Zac Leman Email & Phone Number
Head of Managed Accounts @ BT Financial Group
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Zac Leman Location
- Sydney, NSW, AU
Zac Leman Work
- 2019 -now Head of Managed Accounts @
- 2016 -2019 Head of Platforms Investment Product Development @
- 2014 -2016 Senior Product Manager, BT Managed Portfolios @
- 2023 -now Founder and CEO @
- 2012 -2014 Head of Adviser Services @ Mason Stevens
- 2010 -2012 Director, Wholesale Equities @ Mason Stevens
Zac Leman Education
- Securities Institute
Master of Applied Finance, Finance, General (Finance, General)
2006-2010 - University of Newcastle
BSc(Aviation), Aviation (Aviation)
1992-1995
Zac Leman Skills
- Portfolio Management
- Investments
- Wealth Management
- Investment Strategies
- Securities
- Asset Management
- Options
- Asset Allocation
- Investment Advisory
- Equities
- Financial Modeling
- Product Development
- JavaScript
- Sales
- Stakeholder Management
- Business Relationship Management
- Financial Planning
- Wealth Management Services
- Superannuation
- Business Development
- Finance
- Financial Services
- Risk Management
- Product Management
- Business Process Improvement
- Project Management
- Problem Solving
- Financial Markets
Zac Leman Summary
- Zac Leman, based in Sydney, NSW, AU, is currently a Head of Managed Accounts at BT Financial Group. Zac Leman brings experience from previous roles at BT Financial Group, U-Crew Pty Ltd and Mason Stevens. Zac Leman holds a 2006 - 2010 Master of Applied Finance, Finance, General in Finance, General @ Securities Institute. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Investment Strategies, Securities and more. Zac Leman has 3 emails on RocketReach.
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Zac Leman
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