Kerry Harper

Kerry Harper Email and Phone Number

Retired Investment Adviser @ none
Arrowtown, OTA, NZ
Kerry Harper's Location
New Zealand, New Zealand
Kerry Harper's Contact Details

Kerry Harper work email

Kerry Harper personal email

n/a
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.

Kerry Harper's Current Company Details
none

None

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Retired Investment Adviser
Arrowtown, OTA, NZ
Website:
none.com
Employees:
11315
Kerry Harper Work Experience Details
  • None
    Retired Investment Adviser
    None
    Arrowtown, Ota, Nz
    View
  • Forsyth Barr
    Investment Adviser
    Forsyth Barr May 2010 - Present
    Queenstown
    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.
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  • Nbnz
    Senior Private Banker
    Nbnz 2001 - 2010
    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.
  • Sbs
    Manager Funds And Insurance
    Sbs 1998 - 2001
    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.
  • Swain Financial Services
    Marketing & Sales Manager
    Swain Financial Services 1991 - 1999
    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 Skills

Investments Portfolio Management Investment Banking Bonds Investment Advisory Mutual Funds Equities Wealth Management Financial Advisory Asset Management Retirement Savings Private Equity Financial Markets Management Fixed Income Sharebroking Services

Kerry Harper Education Details

  • Kingswell High School
    Kingswell High School

Frequently Asked Questions about Kerry Harper

What company does Kerry Harper work for?

Kerry Harper works for None

What is Kerry Harper's role at the current company?

Kerry Harper's current role is Retired Investment Adviser.

What is Kerry Harper's email address?

Kerry Harper's email address is ke****@****r.co.nz

What schools did Kerry Harper attend?

Kerry Harper attended Kingswell High School.

What are some of Kerry Harper's interests?

Kerry Harper has interest in Golf, Water Skiing, Snow Skiing, Walking Around Wakatipu Basin.

What skills is Kerry Harper known for?

Kerry Harper has skills like Investments, Portfolio Management, Investment Banking, Bonds, Investment Advisory, Mutual Funds, Equities, Wealth Management, Financial Advisory, Asset Management, Retirement Savings, Private Equity.

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