See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Experience

    • Bermuda
    • Financial Services
    • 700 & Above Employee
    • Finance Business Partner - Wealth Protection
      • Aug 2022 - Present

    • Senior Analyst - Management Reporting
      • Jul 2020 - Aug 2022

    • New Zealand
    • Financial Services
    • 100 - 200 Employee
    • Senior Analyst - Management Reporting
      • Dec 2019 - Jul 2020

    • Senior Management Accountant
      • Jul 2019 - Dec 2019

    • Senior Corporate Accountant
      • Jul 2017 - Jun 2019

    • Corporate Accountant
      • Jun 2015 - Jul 2017

      Financial and Management Reporting focusing on Looking after the Wealth Management Platforms

    • Assistant Corporate Accountant
      • Jul 2013 - Jun 2015

      Focus on looking after AdviceFirst, a subsidiary of AMP and ensure that all financial operations within the company operated well and focused on Reconciliations of the entire company.

    • Customer Services Specialist
      • Nov 2012 - Jul 2013

Education

  • 2007 - 2012
    Victoria University of Wellington
    Graduate Diploma in Accounting and Commercial Law, Accounting and Commercial Law
  • 2007 - 2012
    Onslow College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles