Kerry Harper Email & Phone Number
@forsythbarr.co.nz
LinkedIn matched
Who is Kerry Harper? Overview
A concise factual answer block for searchers comparing this professional profile.
Kerry Harper is listed as Retired Investment Adviser based in New Zealand. AeroLeads shows a work email signal at forsythbarr.co.nz and a matched LinkedIn profile for Kerry Harper.
Kerry Harper previously worked as Investment Adviser at Forsyth Barr and Senior Private Banker at Nbnz. Kerry Harper studied at Kingswell High School.
Email format at none
This section adds company-level context without repeating Kerry Harper's masked contact details.
AeroLeads found 1 current-domain work email signal for Kerry Harper. Compare company email patterns before reaching out.
About Kerry Harper
Kerry Harper is a Retired Investment Adviser at none. She possess expertise in investments, portfolio management, investment banking, bonds, investment advisory and 11 more skills.
Listed skills include Investments, Portfolio Management, Investment Banking, Bonds, and 12 others.
Kerry Harper's current company
Company context helps verify the profile and gives searchers a useful next step.
Kerry Harper work experience
A career timeline built from the work history available for this profile.
Investment Adviser
Forsyth Barr is a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research and investment banking services. Forsyth Barr services retail, wholesale and institutional clients. They have 19 offices nationwide and employ over 250 investment professionals.Disclosure Statements are available on request and free of charge.
Senior Private Banker
Building and maintaining an Investment client base for ANZ and National Bank clients with investable assets of over $500,000 in Southland and the Central Otago regions.Preparation of investment recommendations, implementation and ongoing management of diversified investment portfolio to meet clients individual risk tolerances.Providing monthly portfolio reviews, quarterly monitoring reports, annual tax summaries and regular face to face meetings with clients to ensure they were kept informed of market movements and reviewing their investment objeftives as required.
Manager Funds And Insurance
Quarterly reviews of Asset Allocation of FundsOversaw Custodial arrangements to meet all legal requirements for Fund and Insurance productsAnnual presentation of fund performance to SBS investors around all branches.Product developement and liasing with Re-insurers.
Marketing & Sales Manager
Providing Investment and Insurance advice to Individuals, Companies, Trusts and Estates.Providing Sales training and all Marketing for the Swain Group, which included Insurance, Investment, Superannuation and Health businesses.Consultation on new Insurance/Disability products for Sovereign, Tower, ADA and Fidelity LifeOverseeing 13 Insurance Advisors, whilst also an active Executive Committee member for Southalnd's Insurance and Investment Advisor's Association from 1991 to 1999, which involved policy, disciplines, education etc.
Kerry Harper education
-
Kingswell High School
Frequently asked questions about Kerry Harper
Quick answers generated from the profile data available on this page.
What is Kerry Harper's role at their current company?
Kerry Harper is listed as Retired Investment Adviser.
What is Kerry Harper's email address?
AeroLeads has found 1 work email signal at @forsythbarr.co.nz for Kerry Harper.
Where is Kerry Harper based?
Kerry Harper is based in New Zealand.
What companies has Kerry Harper worked for?
Kerry Harper has worked for Forsyth Barr, Nbnz, Sbs, and Swain Financial Services.
How can I contact Kerry Harper?
You can use AeroLeads to view verified contact signals for Kerry Harper, including work email, phone, and LinkedIn data when available.
What schools did Kerry Harper attend?
Kerry Harper studied at Kingswell High School.
What skills is Kerry Harper known for?
Kerry Harper is listed with skills including Investments, Portfolio Management, Investment Banking, Bonds, Investment Advisory, Mutual Funds, Equities, and Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Kerry Harper you were looking for.
View similar profiles