Adam Alexander
Business Banking Client Administrator@ Macquarie Group
Brisbane, Queensland, Australia
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Adam Alexander is a finance professional with 10.6 years of experience. He has a strong reputation for resolving problems, improving customer satisfaction, and driving operational improvements. Adam is known for his leadership skills and his ability to effectively solve problems. He has worked in various roles, including as a Paraplanner at Elston and an Associate Financial Advisor at Guardian Investments. Adam has also worked as a Senior Associate at KDM Financial and Estate Planning and as a Business Banking Client Administrator at Macquarie Group. He is based in Gold Coast, Queensland, Australia.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@macquarie.com
@elston.com.au
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About

During my time as a finance professional I have built an excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. With a strong emphasis on leadership, I am an innovative and respected individual within the financial industry, demonstrating robust subject knowledge and an ability to employ critical and analytical thinking to achieve success whilst consistently preforming at a high level.

Work Experience

50 Martin Place, Sydney, NSW, 2000, AU

Financial Services

21522
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Adam Alexander's Professional Milestones

  • Business Banking Client Administrator (2020-01-01~2021-07-01): Streamlined customer administration processes, improving the efficiency and effectiveness of business banking operations.
  • Paraplanner (2022-05-01~): Designing and implementing efficient coordination processes to streamline operations and optimize productivity.
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Education

Monarch Institute
Monarch Institute

Financial Planning And Services

2021-2021
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