Experience

• 

  Western Bay Womens Fund

  • Tauranga, Bay of Plenty, New Zealand

  • Committee Chair

    • Sep 2023 - Present
    • Tauranga, Bay of Plenty, New Zealand

    Working with Acorn Foundation raising funds for women, girls and whānau (family) in the Western Bay of Plenty through this regional giving circle.

• 

  Craigs Investment Partners

  • New Zealand
  • Financial Services
  • 500 - 600 Employee

  • General Manager

    • Aug 2023 - Present

  • Area Manager

    • Jan 2022 - Aug 2023

    Responsible for leading our Craigs Advisers in our Tauranga and Hamilton offices to deliver the best possible client outcome while managing the operations of these offices. Actively working in growing the Craigs brand positively in the community while leading advisers’ personal development and growth.

• 

  Bank of New Zealand

  • Tauranga, Bay of Plenty, New Zealand

  • Senior Private Banker

    • Aug 2020 - Dec 2021
    • Tauranga, Bay of Plenty, New Zealand

    Private Banking role growing a portfolio of clients, working closely with intermediaries and internal stakeholders to create the best outcomes for clients.Seconded to Acting Head of Private Bank, Central, March to October 2021

• 

  ASB Bank

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Private Banking Manager

    • May 2017 - Aug 2020

    Private Banking role building long and trusting relationships with clients to help families achieve their short and long term financial goals. Working collaboratively with specialist services and intermediaries to ensure clients, have the best solutions available.Leading internal and external networking initiatives to grow opportunities for personal and professional growth with value adds for all. Entrenching myself into initiatives to give back to our community again, both personally and professionally.

  • Sales and Service Manager

    • Jun 2015 - May 2017

    In this strategic leadership role, I've been responsible for building team capability, enhancing workplace culture, providing clarity and motivating a diverse team of Branch Managers. Working with senior management to implement the banks strategy and achieve their purpose. Included in this role, responsible for workshop facilitation and delivery to multiple parts of the business.

  • Branch Manager

    • Dec 2011 - May 2015

    Leading, coaching and motivating multiple teams of branch banking professionals to exceed their own expectations and rise to the daily challenge of providing great internal and external customer outcomes as part of a supportive team and supported team. Working with business partners to provide guidance for all banking needs and ensuring clients have the opportunity to see the right specialist at the right time for their changing circumstances.

• 

  ASB Bank

  • Tauranga

  • Premium Manager

    • 2004 - 2011
    • Tauranga

    Management and growth of high valued client portfolio, fulfilling financial needs and guidance to achieve their financial goals. A role where relationships are key and enhancing a clients relationship with the organisation is mutually beneficial.