Peter Walsh
Head of Retail Distribution
Peter Walsh is the Head of Retail at Treasury Group. In this role Peter is responsible for the business strategy and the marketing and distribution within the retail and platform market for a range of Treasury Group’s boutique investment managers.
Peter has almost 20 years experience in the financial services industry working in Senior Management roles with firms including Putnam Investments, Zurich Investment Management and Rothschild Asset Management.
Dir +61 2 8243 0404 | Mob +61 412 853 879 | Email 44 131 226 2083pwalsh@treasurygroup.com
Dan Burke
Institutional Sales director UK and Europe
Dan is Head of Distribution for Treasury Group in the UK and Europe.
He has almost 15 years experience in the Financial Service Industry including working in senior roles within; product development, retail, institutional sales and strategy.
He has set up a funds management businesses in Europe from concept through to product launch. He has extensive institutional contacts in South Korea, the UK and Europe and the Middle East. His client base spans all regions and includes investors such as Sovereign Funds, Pension Funds, Multi-Managers, Private Banks, Family Offices and HNW’s.
Dan has a Masters of Commerce and International Business form Sydney University and was awarded a Blue in 2001. Dan has had an extensive and successful sporting career including wining an Olympic Silver medal at the 2000 Olympic games.
Dir +61 44 131 226 2083| Mob +44 7850 771353 | Email dburke@treasurygroup.com
Shani Maund
Account Manager
Shani Maund joined Treasury Group in 2010 and is the Account Manager for Retail Distribution, where she focuses on developing adviser and key account relationships and sales strategy throughout Australia.
Shani has worked in both the Institutional and Retail elements of the business. She has over seven years experience in financial services, having previously worked at firms including Perpetual Ltd, Macquarie Bank Ltd and Employers Mutual Ltd.
Her background is primarily in relationship management, strategy, marketing, managed funds and platforms for the retail and institutional market.
Shani is currently completing a Bachelor of Business (Finance) and holds a Diploma in Finance (Financial Planning).
Dir +61 2 8243 0425 | Mob +61 409 630 665 | Email smaund@treasurygroup.com
Yumi Baldeon
Client Service Manager
Yumi has over eight years experience in distribution and marketing within the financial service industry. She joined Treasury Group after reallocating to Sydney in 2011.
Yumi has international experience in relationship management and account management through roles with Morgan Stanley, ING and Icap in the UK. Over this period Yumi gathered extensive knowledge of managed funds in the UK, European and Central / South American markets, working with both institutional and retail clients.
Yumi has Bachelor in Business and Finance from Cass Business School in London, she is fluent in Spanish and speaks French.
Dir +61 2 8243 0417 | Email ybaldeon@treasurygroup.com