Ian Rathmell, CFA, GAICD - Head of Client Group Operations, Australia & Vice President at Dimensional Fund Advisors

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Ian rathmell, cfa, gaicd

Sydney, New South Wales, Australia

+91 xxxx xxxxx

[email protected]

2000 followers

Timeline
Oct 2009 - May 2011
Intern
UBS
Current Company
Aug 2012 - now
Head of Client Group Operations, Australia & VP
Dimensional Fund Advisors
Sydney, New South Wales, Australia
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

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