Alex Shepherd
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Alex Shepherd Email & Phone Number

Private Wealth Assistant at Craigs Investment Partners
Location: Auckland, Auckland, New Zealand 2 work roles 2 schools
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Current company
Craigs Investment Partners
Role
Private Wealth Assistant
Location
Auckland, Auckland, New Zealand
Company size
441 employees

Who is Alex Shepherd? Overview

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Quick answer

Alex Shepherd is listed as Private Wealth Assistant at Craigs Investment Partners, a company with 441 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Alex Shepherd.

Alex Shepherd previously worked as Assistant at Habitat For Humanity International. Alex Shepherd holds Bachelor Of Commerce - Bcom, Finance, General from The University Of Auckland.

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Email format at Craigs Investment Partners

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Craigs Investment Partners

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Profile bio

About Alex Shepherd

Joining Craigs Investment Partners in September 2024 as a Private Wealth Assistant, my role synthesizes my Bachelor of Commerce from The University of Auckland with my certification in CFA Program Level I. This position allows me to leverage my analytical skills and meticulous attention to detail, honed through rigorous academic training in finance and financial management services, to support investment analysis and wealth management strategies.My recent educational achievements, coupled with practical experience at Habitat for Humanity International, have cultivated a robust foundation for contributing to my current team. Guided by a commitment to professional growth and a passion for finance, I'm driven to deliver insights that empower our clients' financial success and further the objectives of Craigs Investment Partners.

Current workplace

Alex Shepherd's current company

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Craigs Investment Partners
Craigs Investment Partners
Private Wealth Assistant
tauranga, gisborne, new zealand
Website
craigsip.com
Employees
441
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2 roles

Alex Shepherd work experience

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Team & coworkers

Colleagues at Craigs Investment Partners

Other employees you can reach at craigsip.com. View company contacts for 441 employees →

WW William Wilson William Wilson Colleague at Craigs Investment Partners New Zealand, New Zealand View → DT Danica Turner Danica Turner Colleague at Craigs Investment Partners Bay Of Plenty, New Zealand, New Zealand View → IH Ian Holding Ian Holding Colleague at Craigs Investment Partners Whakatane, Bay Of Plenty, New Zealand, New Zealand View → SV Stephanie Vercoe Stephanie Vercoe Colleague at Craigs Investment Partners Waikato, New Zealand, New Zealand View → JM Julian Morris Julian Morris Colleague at Craigs Investment Partners New Zealand, New Zealand View → RA Rebecca Anthony Rebecca Anthony Colleague at Craigs Investment Partners Palmerston North, Manawatū-Whanganui, New Zealand, New Zealand View → BC Bridget Cummins Bridget Cummins Colleague at Craigs Investment Partners Bay Of Plenty, New Zealand, New Zealand View → DS Derrick Smith Derrick Smith Colleague at Craigs Investment Partners Tauranga, Bay Of Plenty, New Zealand, New Zealand View → SM Sandra Mccluskey Sandra Mccluskey Colleague at Craigs Investment Partners Auckland, Auckland, New Zealand, New Zealand View → DJ Don Jones Don Jones Colleague at Craigs Investment Partners New Zealand, New Zealand View →
2 education records

Alex Shepherd education

Bachelor Of Commerce - Bcom, Finance, General

The University Of Auckland

Developed foundational skills required to excel in the financial services industry

FAQ

Frequently asked questions about Alex Shepherd

Quick answers generated from the profile data available on this page.

What company does Alex Shepherd work for?

Alex Shepherd works for Craigs Investment Partners.

What is Alex Shepherd's role at Craigs Investment Partners?

Alex Shepherd is listed as Private Wealth Assistant at Craigs Investment Partners.

Where is Alex Shepherd based?

Alex Shepherd is based in Auckland, Auckland, New Zealand while working with Craigs Investment Partners.

What companies has Alex Shepherd worked for?

Alex Shepherd has worked for Craigs Investment Partners and Habitat For Humanity International.

Who are Alex Shepherd's colleagues at Craigs Investment Partners?

Alex Shepherd's colleagues at Craigs Investment Partners include William Wilson, Danica Turner, Ian Holding, Stephanie Vercoe, and Julian Morris.

How can I contact Alex Shepherd?

You can use AeroLeads to view verified contact signals for Alex Shepherd at Craigs Investment Partners, including work email, phone, and LinkedIn data when available.

What schools did Alex Shepherd attend?

Alex Shepherd holds Bachelor Of Commerce - Bcom, Finance, General from The University Of Auckland.

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