Executive Director & Corporate Business Leader.
Prior to starting her own business in 2016, Kristen led Investment Banking teams in South Australia, NT and NSW for over 20 years. Leading an extensive financial and operational business ensuring significant growth in sales and relationships within the high net worth sector. Holding a mandate of ensuring compliance, risk and governance was a daily focus with full accountability to management/board, whilst still delivering on driving sales outcomes for the broader businesses. Within this extensive portfolio, the management of day to day analysis of a client’s holdings and commitments (corporate of personal) reviewing and assessing the business for risk tolerances and credit exposure. This led to significant growth in Funds Under Management, being in excess of $1 Billion. (Made up of Deposits, Loans, Equities and investment holdings.) Working with Boards to review their operations, risks and productivities to enable credit facilities to be approved, implemented on a daily basis.
Kristen was also the National Leader for Staff Engagement, People and Culture. Fundamentally changing the way this was delivered throughout the National Private Wealth business. From project scope and design, through to delivery and implementation driving a significant change in focus, the outcome seen as best in class in the BT brand nationally.
She has over 20+ years’ experience operating at Executive levels in the Financial Services industry and over 6 years as a non-executive board director. She is also the current Chair of Governance, Risk Audit and Finance for the State Theatre Company SA.
“A goal without a plan is just a wish”
“WORKING COLLABORATIVELY WITH STUDENTS, LEADERS & BUSINESS.”
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