Michael Coote Caia

Michael Coote Caia Email and Phone Number

Client Manager at Trustees Executors Limited @ Trustees Executors Limited
wellington, new zealand
Michael Coote Caia's Location
Auckland, Auckland, New Zealand, New Zealand
Michael Coote Caia's Contact Details

Michael Coote Caia work email

Michael Coote Caia personal email

n/a
About Michael Coote Caia

Managing a portfolio of corporate clients who require the services of Trustees Executors as a trustee or licensed superviser.

Michael Coote Caia's Current Company Details
Trustees Executors Limited

Trustees Executors Limited

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Client Manager at Trustees Executors Limited
wellington, new zealand
Website:
trustees.co.nz
Employees:
180
Michael Coote Caia Work Experience Details
  • Trustees Executors Limited
    Client Manager
    Trustees Executors Limited Nov 2018 - Present
    Auckland, New Zealand
    Client Manager in the Corporate Trustee Services (CTS) division of corporate trustee, licensed supervisor, and statutory supervisor Trustees Executors Limited. I act on behalf of my employer to provide licensed and statutory supervisory services for a range of corporate and charitable clients including managed investment schemes (MIS) and retirement villages. I also produce corporate communications for the CTS client base.
    View
  • Bnz
    Wealth Adviser (Authorised Financial Adviser)
    Bnz Jan 2015 - Nov 2018
    Auckland, New Zealand
    Retail investment adviser for longer-term purposes such as retirement planning, family trusts, and inheritance management.
    View
  • Amp
    Authorised Financial Adviser
    Amp Sep 2013 - Dec 2014
    Auckland, New Zealand
    Retail financial adviser for investments, insurances, and mortgages.
    View
  • Tower
    Mezzanine Sales & Communications Manager
    Tower 2001 - 2013
    Auckland, New Zealand
    Retail managed funds distribution to corporate clients using wrap accounts, adviser training, media relations, and investor communications.
    View
  • Money Managers
    Investment Seminar Presenter
    Money Managers 1995 - 2001
    Auckland, New Zealand
    Retail investor communications via seminars, articles, and radio and television broadcasting.

Michael Coote Caia Skills

Investments Insurance Portfolio Management Stakeholder Management Finance Business Strategy Financial Services Management Sales Business Planning Risk Management Strategic Communications Strategy Strategic Planning Wealth Management Marketing Communications Change Management Financial Risk Internal Communications Banking

Michael Coote Caia Education Details

  • University Of Auckland
    University Of Auckland
    English And Philosophy
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  • Etito/The Skills Organisation
    Etito/The Skills Organisation
    National Certificate In Financial Services (Financial Advice Level 5) Unit Standard Sets B And C
  • Open Polytechnic
    Open Polytechnic
    Insurance And Mortgage Lending Streams
  • Massey University
    Massey University
    Dipl. Bus. Studies Personal Financial Planning And Personal Insurance Planning
  • Caia Association
    Caia Association
    Chartered Alternative Investment Analyst (Caia) Association Diploma
  • Society Of Technical Analysts
    Society Of Technical Analysts
    Diploma Of Technical Analysis
  • Auckland College Of Education
    Auckland College Of Education
    Diploma Of Teaching

Frequently Asked Questions about Michael Coote Caia

What company does Michael Coote Caia work for?

Michael Coote Caia works for Trustees Executors Limited

What is Michael Coote Caia's role at the current company?

Michael Coote Caia's current role is Client Manager at Trustees Executors Limited.

What is Michael Coote Caia's email address?

Michael Coote Caia's email address is mi****@****s.co.nz

What schools did Michael Coote Caia attend?

Michael Coote Caia attended University Of Auckland, Etito/the Skills Organisation, Open Polytechnic, Massey University, Caia Association, Society Of Technical Analysts, Auckland College Of Education.

What skills is Michael Coote Caia known for?

Michael Coote Caia has skills like Investments, Insurance, Portfolio Management, Stakeholder Management, Finance, Business Strategy, Financial Services, Management, Sales, Business Planning, Risk Management, Strategic Communications.

Who are Michael Coote Caia's colleagues?

Michael Coote Caia's colleagues are Esther Lemuelu, Stuart Howard, Graeme Foster Squiby Jim, Kevin John Rodrigues, Mark Hendry, Paul Corkill, Ryan Higgs.

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