Simon Sherpa

Simon Sherpa Email and Phone Number

Experienced Financial Services Professional @ Harbour Asset Management
wellington, new zealand
Simon Sherpa's Location
New Zealand, New Zealand
Simon Sherpa's Contact Details

Simon Sherpa personal email

About Simon Sherpa

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.

Simon Sherpa's Current Company Details
Harbour Asset Management

Harbour Asset Management

View
Experienced Financial Services Professional
wellington, new zealand
Employees:
31
Simon Sherpa Work Experience Details
  • Harbour Asset Management
    Product Compliance Manager
    Harbour Asset Management May 2024 - Present
    Auckland, New Zealand
  • Bank Of New Zealand
    Product Compliance Manager
    Bank Of New Zealand Apr 2020 - Apr 2024
    Auckland, New Zealand
  • Public Trust
    Senior Manager Client Services
    Public Trust Dec 2017 - Apr 2019
    Auckland, New Zealand
    I 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
  • Public Trust
    Manager, Client Services
    Public Trust Apr 2017 - Dec 2017
    I 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.
  • The New Zealand Guardian Trust Company Limited
    Relationship Manager
    The New Zealand Guardian Trust Company Limited Nov 2009 - Apr 2017
    Auckland, New Zealand

Simon Sherpa Skills

Wealth Management Portfolio Management Financial Analysis Equities Mutual Funds Account Management Asset Management New Business Development Funding Compliance Securities Capital Markets Trading Financial Services Investment Advisory Risk Management

Simon Sherpa Education Details

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.

Not the Simon Sherpa you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.