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Lincoln Poon's Email and Phone

Senior Operations Analyst @ Crestone Wealth Management

Lincoln Poon's Email

  • s****o@iinet.net.au
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Location Melbourne, Australia
Work
Senior Operations Analyst @ Crestone Wealth Management
ETO's officer @ BBY Ltd
Senior Specialist @ Bank of America Merrill Lynch
Portfolio manager / Private Client Advisor @ Tolhurst Noall Sharebrokers & Financial Planners
Equities Advisor @ SHAW Stockbroking Ltd
Dealers assistant @ Colonial Stockbroking
Education
Derivatives Level 1 and Level 2 @ Australian Stock Exchange
@ Carey
Graduate Diploma in Applied Finance and Investment @ Financial Services Institute of Australia
Bachelor of Science (Biomedical) @ Monash University
@ RMIT University
Diploma of Financial Advising (PS 146 qualified) @ Securities Institute of Australia
About

Senior Operations Analyst @ From September 2015 to Present (4 months) ETO's officer @ From December 2011 to August 2015 (3 years 9 months) Melbourne, AustraliaSenior Specialist @  Client service to third party brokers- The primary point of contact for resolution of any issues in relation to derivatives, eg settlement issues, misallocation, margin issues and general  see more

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