Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Paul Cassidy is listed as Client Manager at Trustees Executors Limited, a company with 180 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Paul Cassidy.
Paul Cassidy previously worked as Consultant: Client Risk Assessment at Nikko Asset Management Group and Project Manager: Cyber security Risk @ Auckland Council at Frank Innovation & Transformation. Paul Cassidy holds Ba, English & Education, Double Major from University Of Auckland.
This section adds company-level context without repeating Paul Cassidy's masked contact details.
Review company-level records connected to Paul Cassidy before choosing the right outreach path.
I have over twenty years’ experience in the financial services industry covering operational risk management, project risk management, compliance, quality assurance and I am focussed on delivering innovation to business projects using Agile processes.A natural collaborator who understands the bigger picture, one of my key strengths is strategic, creative problem solving within a team environment. I am able to translate business requirements into technical specifications and decode technical information into ‘business speak’. An excellent communicator, I am well versed in reporting to C-Suite executives and can work at the enterprise and portfolio level as well as with programme and front-line team members.Clarity of purpose, exceptional analytical skills, professionalism, commercialism and a strong work ethic are qualities I bring to any organisation.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Auckland, New Zealand
Key responsibilities:1. Working with a team of analysts and managers to ensure effective risk management and regulatory compliance standards are being met for my portfolio of managed fund clients;2. Engaging with the FMA and other key stakeholders on regulatory matters and ad hoc client issue resolution;3. Conducting risk management, regulatory supervision.
Auckland, New Zealand
Goalsgetter:Functionality enhancements to retail client risk assessment methodology; investor risk profiling and appropriate investment strategy recommendation;Design and development of retail client Summary of Recommendation documentation.
Auckland, New Zealand
RESPONSIBILITIESPM for 3 projects in the cyber security programme: SIEM, Risk evaluation and Vulnerability management:1. Creating and maintaining project documentation for all projects: roadmaps; risk assessments; project plans & analytics;2. Building and maintaining strong relationships with key project stakeholders, SMEs and team members;3. Collaborating.
Auckland, New Zealand
RESPONSIBILITIES1. Management Consultant: Operational process review:Identifing areas of inefficiency; assigning criticality; recommending and implementing remediation action & enhancements; reporting to senior leadership team (SLT) on progress.2. Project Manager: HR software implementation (BambooHR):Recommending & reviewing potential software solutions.
Auckland, New Zealand
RESPONSIBILITIESConcept design and technical development of Nikko’s Goalsgetter platform & algorithm for entry into the NZ KiwiSaver market.1. Developing robo advice retail strategy proposal for local Board and global parent review and approval;2. Developing cost / benefit financial analysis model for global parent review and approval;3. Developing UI.
Auckland, New Zealand
RESPONSIBILITIES1. Providing advice and support to the Deloitte consulting practice in respect of independence, conflicts of interest, client engagement, project risk management and quality assurance;2. Conducting project risk assessments across the consulting project suite; establishing project & service offering risk metrics; recommending mitigation.
Auckland
Responsible for all aspects of Risk Management and Compliance for Nikko AM, including:1. Development and socialisation of the ORM Framework: Establishing risk strategy & appetite; risk roles and responsibilities; risk assessment and monitoring tools; risk reporting & insights; operational errors / loss analysis and reporting; communication of key risk.
Tauranga
Responsible for all aspects of compliance for this investment advisory firm, including;1. Providing guidance to financial advisers on all regulatory and compliance matters2. Developing a compliance monitoring framework;3. Creating and developing a compliance dashboard (obtaining CFO sponsorship, creation of concept model for IT development and UA.
Auckland, New Zealand
Returned to Auckland from London and took a musical hiatus from the investment industry
London, United Kingdom
Operational Risk & daily management of the commodity trading fund of funds, including:1. Managing all aspects of operational risk and compliance for this 600m USD commodity trading fund of funds2. Developing internal procedures and matrices to enhance risk control and early identification of possible issues;3. Delivering monthly US GAAP compliant financial.
Other employees you can reach at trustees.co.nz. View company contacts for 180 employees →
Paul Corkill
Colleague at Trustees Executors LimitedWellington, New Zealand, New Zealand
View →
JR
Jude Roger
Colleague at Trustees Executors LimitedAuckland, Auckland, New Zealand, New Zealand
View →
NB
Nurafini Balqis
Colleague at Trustees Executors LimitedWellington, Wellington, New Zealand, New Zealand
View →
MC
Michael Coote Caia
Colleague at Trustees Executors LimitedAuckland, Auckland, New Zealand, New Zealand
View →
SP
Sushil Prasad
Colleague at Trustees Executors LimitedWellington, New Zealand, New Zealand
View →
CM
Chris Meates
Colleague at Trustees Executors LimitedWellington, New Zealand, New Zealand
View →
NG
Natalie Greig-Low
Colleague at Trustees Executors LimitedAuckland, Auckland, New Zealand, New Zealand
View →
CB
Chris Bant
Colleague at Trustees Executors LimitedWellington, New Zealand, New Zealand
View →
NA
Natalie Anderson
Colleague at Trustees Executors LimitedWellington, New Zealand, New Zealand
View →
JL
Johnny Lane
Colleague at Trustees Executors LimitedAuckland, Auckland, New Zealand, New Zealand
View →
Activities and Societies: Head Prefect 1991
Quick answers generated from the profile data available on this page.
Paul Cassidy works for Trustees Executors Limited.
Paul Cassidy is listed as Client Manager at Trustees Executors Limited.
Paul Cassidy is based in Auckland, Auckland, New Zealand while working with Trustees Executors Limited.
Paul Cassidy has worked for Trustees Executors Limited, Nikko Asset Management Group, Frank Innovation & Transformation, Chapman Tripp, and Deloitte New Zealand.
Paul Cassidy's colleagues at Trustees Executors Limited include Paul Corkill, Jude Roger, Nurafini Balqis, Michael Coote Caia, and Sushil Prasad.
You can use AeroLeads to view verified contact signals for Paul Cassidy at Trustees Executors Limited, including work email, phone, and LinkedIn data when available.
Paul Cassidy holds Ba, English & Education, Double Major from University Of Auckland.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Paul Cassidy you were looking for.
View similar profiles
