Leo Feldman
About Leo Feldman
Leo Feldman serves as the Head of Key Account Management, Adviser & Intermediary Solutions at Russell Investments in Sydney, Australia, where he has worked since 2018. He possesses extensive experience in the adviser industry, having held various roles at Russell Investments and Link Market Services, and holds a Diploma of Business and a Bachelor of Business and Commerce.
Work at Russell Investments
Leo Feldman has served in various roles at Russell Investments since 2011. He currently holds the position of Head of Key Account Management, Adviser & Intermediary Solutions, a role he has occupied since 2018. Prior to this, he worked as a Key Account Manager for 11 months and as an Adviser Services Manager for three years. His earlier experience at Russell Investments includes a two-year tenure as Member Services Team Leader. Throughout his time at the company, he has led significant transitions and product launches, contributing to the enhancement of product availability in the Australian market.
Education and Expertise
Leo Feldman has a strong educational background in business and finance. He earned a Bachelor of Business and Commerce with a focus on Banking and Finance from Western Sydney University, studying from 2002 to 2005. He also completed a Diploma of Business with specializations in Management, Accounting, Finance, and Marketing at TAFE NSW. His diverse education supports his comprehensive understanding of the adviser industry, including client needs and business models.
Background
Leo Feldman began his career in the financial services sector, gaining experience in various roles that contributed to his expertise in sales, management, analytics, and reporting. Before joining Russell Investments, he worked at Link Market Services as a Team Leader in Member Services for eight months. His extensive experience within the adviser industry has equipped him with insights into the operational aspects and client requirements of the sector.
Achievements
During his tenure at Russell Investments, Leo Feldman has played a pivotal role in implementing significant technological and retail changes. These initiatives have improved product accessibility in Australia, demonstrating his impact on the company's operations. He has also led multi-billion dollar transitions and new product launches, which have been crucial for the company's growth in the Australian market.