Richard Shi

Observer
DISC Type : ci

Co-Founder at Trimark

Sydney, New South Wales, Australia

Overview

Richard Shi is the co-founder of Trimark, an AI-native mortgage brokerage. After a long career at Macquarie Group, where he rose to Head of AI and Digital Transformation for Risk Management, he is now applying his expertise in technology and data to the mortgage industry. He holds a Bachelor of Commerce from UNSW and is a certified Scrum Master.

He made the significant career move from leading digital transformation in a major financial institution to launching his own technology-focused startup.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally good communicators and can be hard to convince.

Topics They Care About

AI in Mortgages
His current venture, Trimark, is an AI-native mortgage brokerage, indicating a primary focus on applying artificial intelligence to disrupt the property finance industry.
Digital Transformation
Previously led the Digital Transformation team for Risk Management at Macquarie Group, showing deep expertise in leveraging technology for business optimization.
Financial Risk Tech
His career at Macquarie Group was heavily focused on risk management, including financial crime and compliance, combined with a passion for technology and AI solutions.

Media Appearances

Richard has no verified media appearances

Work History

4-2026
Co-Founder at Trimark
6-2023 - 4-2026
Head of AI and Digital Transformation - Risk Management at Macquarie Group
1-2021 - 6-2023
Head of Data and Insights, Non-Financial Risk Management at Macquarie Group
9-2019 - 1-2021
Head of Data Delivery - RMG (Risk Management Group) at Macquarie Group
3-2016 - 9-2019
Product Owner - CAF Principal Finance Systems at Macquarie Group

Education

2006 - 2008
Bachelor of Commerce (B.Com.) from UNSW
2000 - 2005
Education details unavailable from Sydney Boys High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Sydney, New South Wales, Australia Job Level : Leadership Designation : Co-Founder at Trimark
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Richard

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Richard take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Richard

Personality Compatibility


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