Shane joined Goal in 2020 as director of client services, APAC. With over 25 years of financial industry experience working for companies based in Australia and London, his previous roles have been at Colonial First State Investments, Deutsche Bank, Bankers Trust, Lloyd’s Securities Services and most recently at Citi in Kuala Lumpur, Malaysia, where he was spearheading the client service team. As director of client services, APAC, Shane is responsible for ensuring client satisfaction throughout the region by supporting our sales efforts and client services managers.

Simon joined Goal in 2021 based in Singapore to support and drive the growth of the business. With 40 years of direct securities services related industry experience in London, Luxembourg and Singapore, he has worked in multiple senior management roles with some of the largest firms in the industry including Chase, BNY, Citi, Swift, BBH and, most recently, as COO at Standard Chartered. Simon is an international member of the Institute of Directors and has been recognized by Global Custodian Magazine as a ‘Legend of securities services’, being inducted into their hall of fame in 2009 for an ‘outstanding contribution to the securities services industry’. At Goal, Simon is focused on raising the awareness of the importance of, and engagement with, withholding tax reclaims and securities class actions recoveries for the Asian investment community.

Jennifer re-joined Goal in 2021 as sales support manager, APAC, working in our Melbourne office. She brings with her almost 20 years’ experience within the financial services industry. Having worked in key client services and account management roles at boutique investment management firms and at Bank of New York Mellon, she will continue to use her exceptional client management skills, a passion for improving efficiencies for both clients and internal stakeholders as well subject matter expertise in securities class actions recoveries and withholding tax reclaims.

Conrad joined Goal in February 2023, working remotely in Melbourne. He brings with him 20 years of experience within the financial services industry, where he has worked as a relationship manager for both Citibank Australia and Singapore. Prior to joining Goal, Conrad was the head of client services and settlements at Citi. He brings a wealth of knowledge and experience to the team and will provide an exceptional client service experience to all clients and internal stakeholders alike.

Carmen joined Goal in 2021 with over 9 years of experience in the finance and investment banking industry, working for companies including National Australia Bank, MUFG Securities and Vanguard Investments Australia. Prior to joining, Carmen was a senior investment operations’ associate within the reconciliation’s division at Vanguard, where she was able to gain exposure and develop her understanding on corporate and class actions, tax reclaims and trade settlements. As client services manager, APAC, she will be highly committed to building and fostering relationships, ensuring all our clients receive exceptional service and an amazing experience with Goal.