Simon Sherpa Email and Phone Number
Simon Sherpa personal email
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Simon Sherpa is a Experienced Financial Services Professional at Harbour Asset Management. He possess expertise in wealth management, portfolio management, financial analysis, equities, mutual funds and 11 more skills.
Harbour Asset Management
View- Website:
- harbourasset.co.nz
- Employees:
- 31
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Product Compliance ManagerHarbour Asset Management May 2024 - PresentAuckland, New Zealand -
Product Compliance ManagerBank Of New Zealand Apr 2020 - Apr 2024Auckland, New Zealand -
Senior Manager Client ServicesPublic Trust Dec 2017 - Apr 2019Auckland, New ZealandI an experienced Corporate Trustee with a decade of experience within the New Zealand Corporate Trustee and Supervision industry. Involved in KiwiSaver since it's genesis and in transitioning a range of Corporate Trustee clients to The Financial Market Conduct Act regime. I supervise KiwiSaver Schemes and Managed Investment Schemes, Listed Debt Issuances and Structured Finance appointments.Certified Member of the Institute of Finance Professionals New Zealand Inc. (INFINZ)Member of Workplace Savings (WSNZ)Bachelor of Commerce and Bachelor Arts Conjoint Degree from The University of Auckland -
Manager, Client ServicesPublic Trust Apr 2017 - Dec 2017I joined Public Trust in April 2017 as a Client Services Manager for a range of Auckland based clients including KiwiSaver schemes, managed investment schemes (retail and wholesale), debt securities and structured finance appointments.I have over 7 years’ experience in the corporate trusts industry as a corporate trusts manager and supervisor. Prior to this, I worked as a Relationship Manager with another trustee company in their corporate trusts business. My background is as an Investment Analyst for a successful boutique fund manager having started my career with Sovereign Assurance in 1999.I graduated with a Bachelor of Commerce and a Bachelor of Arts conjoint degree (University of Auckland) with majors in Finance and Economics in 1998. -
Relationship ManagerThe New Zealand Guardian Trust Company Limited Nov 2009 - Apr 2017Auckland, New Zealand
Simon Sherpa Skills
Simon Sherpa Education Details
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Finance And Economics
Frequently Asked Questions about Simon Sherpa
What company does Simon Sherpa work for?
Simon Sherpa works for Harbour Asset Management
What is Simon Sherpa's role at the current company?
Simon Sherpa's current role is Experienced Financial Services Professional.
What is Simon Sherpa's email address?
Simon Sherpa's email address is si****@****ail.com
What schools did Simon Sherpa attend?
Simon Sherpa attended The University Of Auckland.
What skills is Simon Sherpa known for?
Simon Sherpa has skills like Wealth Management, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Account Management, Asset Management, New Business Development, Funding, Compliance, Securities, Capital Markets.
Who are Simon Sherpa's colleagues?
Simon Sherpa's colleagues are Jordan Mueller, Bede Clark, Sophie Parlane, Peter Halligan, Rory Cuthbert, Nicholas Simmons, Tim Morrison.
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Simon Sherpa
New York City Metropolitan Area1kaisertech.co.uk
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