Donald Permezel, CFA

Donald permezel, cfa

bookmark on deepenrich
location of Donald Permezel, CFAGreater Melbourne Area
Followers of Donald Permezel, CFA730 followers
  • Timeline

  • About me

    Vice President, Data & AI

  • Education

    • Kaplan australia

      -
      Cfa
    • The lean six sigma company

      -
      Six sigma black belt
    • Wesley college

      -
      Vce
    • Monash university

      -
      Bachelor of commerce (hons.) / bachelor of engineering (hons.)
  • Experience

    • National australia bank

      Aug 2009 - Jul 2016

      Led the Product function at NAB Asset Servicing, in which we managed existing product lines and built new ones, largely based on data innovation and investment operations. Primary responsibilities include product roadmap & lifecycle ownership, product commercial and performance analytics development, people leadership, and product innovation. Contributed to the Strategic Alliances function at NAB Asset Servicing, in which we put together partnerships with a range of 3rd parties, including delivering client capability into new geographies, and innovating cross-departmentally around data. We covered the total lifecycle of implementation, from strategy formation, contract negotiation, through to client engagement and pitch. Contributed to the Business Improvements function at NAB Asset Servicing, in which Six Sigma technquies were used to improve efficency and risk of various processes.

      • Head of Product, Asset Servicing

        Jan 2014 - Jul 2016
      • Senior Manager Strategic Alliances, Asset Servicing

        Jun 2011 - Jan 2014
      • Manager Business Improvements, Asset Servicing

        Aug 2009 - Jun 2011
    • Proquo (au)

      Jul 2016 - Sept 2018

      Led the Growth function at Proquo, during which we pitched and won a contract with a global enterprise for the provision of digital marketplace services. Primary responsibilities include strategy formation and execution, business development, marketing, and client implementation. Led the Product function at Proquo, in which we built a new product line which has now grown to a total volume of $10 million in revenue. Primary responsibilities include strategy formation and execution, product roadmap ownership and execution, UX & design.

      • VP Growth

        Dec 2017 - Sept 2018
      • VP Product

        Jul 2016 - Dec 2017
    • Xero

      Sept 2018 - Nov 2021
      Product manager, credit & data

      Worked with Banks and FinTechs across AUNZ, Asia, and the UK around underwriting on the basis of digital accounting data, while building out APIs which facilitate improved credit and customer outcomes. Developed customer segmentation tooling with machine learning (via bespoke evolutionary algorithms) in order to discriminate business credit risk on the basis of general ledger, behavioral, and banking data.

    • Ncino, inc.

      Nov 2021 - now
      • Vice President, Data & AI

        Jun 2024 - now
      • General Manager

        Nov 2021 - Jun 2024
  • Licenses & Certifications

    • Six sigma black belt

      National australia bank
      Jun 2011
    • Cfa

      Kaplan
      Jan 2008