Experience

Fisher Funds

• New Zealand
• Financial Services
• 100 - 200 Employee

• KiwiSaver & Managed Funds Specialist

  • Jul 2023 - Present

  I currently work at Fisher Funds as a KiwiSaver & Managed Funds Specialist under the Acquisitions team. My role is to educate and on-board clients into the KiwiSaver or Managed fund that best suit their risk profile and financial goals. I currently work at Fisher Funds as a KiwiSaver & Managed Funds Specialist under the Acquisitions team. My role is to educate and on-board clients into the KiwiSaver or Managed fund that best suit their risk profile and financial goals.



CFS Accelerate

• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Nov 2021 - Aug 2022

  CFS Accelerate acts as the sales and marketing arm for Crown Financial Services Ltd in New Zealand. I worked closely with the CEO Even Seber to present wholesale investors with a range of investment offerings and opportunities such as Term Deposits, High Yield Debt Fund, and Managed Funds or discounted equity offerings with Crowns portfolio of companies many of which are listed on the NZX and ASX. CFS Accelerate acts as the sales and marketing arm for Crown Financial Services Ltd in New Zealand. I worked closely with the CEO Even Seber to present wholesale investors with a range of investment offerings and opportunities such as Term Deposits, High Yield Debt Fund, and Managed Funds or discounted equity offerings with Crowns portfolio of companies many of which are listed on the NZX and ASX.



Stockfox

• New Zealand
• Financial Services
• 1 - 100 Employee

• Stock Analyst

  • Nov 2020 - Aug 2022

  At Stockfox, I was one of four Analysts. My role was to value companies within the NZX, ASX, and US markets. At Stockfox, I was one of four Analysts. My role was to value companies within the NZX, ASX, and US markets.



McEwen & Associates

• New Zealand
• Financial Services
• 1 - 100 Employee

• Senior Account Manager and Stock Analyst

  • Mar 2020 - Aug 2022

  At McEwen & Associates I was a Senior Account Manager whose role was to maintain constant communication with our clients and resolve any problems. I was also an Analyst who finds companies to trade on behalf of clients with our Wealth Management service. Towards the end of my tenure, I assisted the Compliance officer with AML/CFT tasks, risk assessment and document collection.

• Sales Representative

  • Nov 2018 - Mar 2020

  I started as a sales representative selling the McEwen Investment Report, as well as generating leads/clients for the Wealth Management Service.