Talk to sales Try for Free

Ian Rathmell, CFA, GAICD

Intern

2000 followers

Sydney, New South Wales, Australia

Connect with Ian Rathmell, CFA, GAICD to Send Message

Connect with Ian Rathmell, CFA, GAICD to Send Message

Timeline
About me
Head of Client Group Operations, Australia & Vice President at Dimensional Fund Advisors
Education
- The University of Texas (Austin)
  2011 - 2012
  Master in Professional Accounting Accounting
- Mountain Brook High School
  2004 - 2007
- Australian Institute of Company Directors
  2023 - 2023
  Graduate of Company Directors Course
- Louisiana State University
  2007 - 2011
  Bachelor of Science in Finance Finance
Experience
- UBS
  Oct 2009 - May 2011
  Intern
  Internship in the Spring of 2010
- Dimensional Fund Advisors
  Aug 2012 - now
  Analysis
  - Head of Client Group Operations, Australia & VP
    Jan 2023 - now
  - Senior Manager & Vice President, Global Client Group Operations - Australia
    Jan 2021 - Jan 2023
  - Senior Manager, Global Client Group Operations - Australia
    Jan 2020 - Jan 2021
  - Operations Manager, Financial Advisor Services
    Apr 2017 - Dec 2019
  - Senior Associate, Financial Advisor Services
    Apr 2016 - Mar 2017
  - Senior Associate, Financial Advisor Services
    Jan 2015 - Mar 2016
  - Associate, Financial Advisor Services
    Aug 2012 - Dec 2014
Licenses & Certifications
- Chartered Financial Analyst (CFA) charterholder
  CFA Institute
Volunteer Experience
- Treasurer - Board Member
  Issued by Emanuel Synagogue on May 2021
  Associated with Ian Rathmell, CFA, GAICD

Recommendations
...