Paul B.

Go-getter
DISC Type : d

Treasurer at La Trobe Financial

Greater Melbourne Area, Australia

Overview

Paul B. is the Treasurer at La Trobe Financial, specializing in treasury, global capital markets, and securitisation. A Chartered Accountant from Deakin University, he manages a multi-billion dollar funding portfolio and has extensive experience in fixed income and credit from his time at National Australia Bank and Macquarie Group.

He is an active participant in the financial community, frequently speaking at industry events like the Australian Securitisation Forum to share his expertise on funding strategies and connect with peers.

He recently led the successful listing of La Trobe Financials first ASX product, the La Trobe Private Credit Fund (ASX: LF1), a significant career milestone.

Personality Overview

Vision Oriented

Challenger

Fast-Paced

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Funding Strategy
He is a featured speaker on "Funding Strategy and Drivers" at the Australian Securitisation Forum's annual conference, indicating deep expertise and a willingness to share insights.
Debt Capital Markets
His role involves managing programmatic capital markets issuances, and he actively seeks new hires who are passionate about this specific area of finance.
Securitisation
A core theme in his career, from his time at National Australia Bank to his current focus and speaking engagements at securitisation-focused industry conferences.

Media Appearances

Paul has no verified media appearances

Work History

7-2022
Treasurer at La Trobe Financial
7-2020
Executive General Manager - Head of Group Portfolio Management at La Trobe Financial
8-2016 - 7-2020
Securitisation | Investment Grade Originations | Corporate & Institutional Banking at National Australia Bank
11-2013 - 7-2020
Senior Analyst | Treasury | Products and Markets at National Australia Bank
4-2011 - 5-2013
Senior Associate at Macquarie Group

Education

2006 - 2009
Chartered Accountant from Institute of Chartered Accountants Australia
2003 - 2005
Bachelor of Commerce (BCom) from Deakin University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Melbourne Area, Australia Job Level : Senior Designation : Treasurer at La Trobe Financial
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Paul

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Paul take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Paul

Personality Compatibility


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