Stephanie Upston Email & Phone Number
@jbwere.co.nz
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Who is Stephanie Upston? Overview
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Stephanie Upston is listed as Financial Adviser at JBWere New Zealand, a with 113 employees, based in Auckland, New Zealand. AeroLeads shows a work email signal at jbwere.co.nz and a matched LinkedIn profile for Stephanie Upston.
Stephanie Upston previously worked as Financial Advisor at Jbwere New Zealand and Private Wealth Associate at Jbwere. Stephanie Upston holds Bachelor'S Degree, Economics from Wagner College.
Email format at JBWere New Zealand
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AeroLeads found 1 current-domain work email signal for Stephanie Upston. Compare company email patterns before reaching out.
About Stephanie Upston
As a financial advisor at JBWere, I specialise in working with high-net-worth clients to help them achieve their financial goals and secure their financial future. With previous experience at Merrill Lynch, Wealth Management in New York City, I bring a wealth of knowledge and expertise to the table. Additionally, as a former Captain and Division One scholarship recipient of the Women's Swim and Dive team at Wagner College NYC, I understand the value of discipline, hard work, and goal setting - values that are directly applicable to my work with clients.
Listed skills include Microsoft Office, Time Management, Microsoft Excel, Research, and 3 others.
Stephanie Upston's current company
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Stephanie Upston work experience
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Financial Advisor
CurrentAs a Financial Advisor at JBWere, I am committed to providing personalized investment advice and wealth management solutions to high-net-worth individuals and families. Drawing on my extensive experience and knowledge of financial markets, I work closely with my clients to understand their unique financial goals and develop tailored strategies to help them achieve long-term success.My role involves conducting in-depth analysis of market trends and investment opportunities, as well as managing portfolios to ensure optimal performance and risk management. I am also responsible for providing ongoing financial guidance and support to clients, helping them navigate complex financial decisions and achieve their desired outcomes.At JBWere, we pride ourselves on our deep expertise, rigorous research, and personalized approach to client service. As a Financial Advisor, I am fully committed to upholding these standards and delivering exceptional results for my clients.
Private Wealth Associate
Wealth Management Client Associate
Client Associate
President Of The Economic Honors Society
Organize events for the society (dinners with guest speakers); communicate with student government clubs, campus administration and faculty; coordinate with team on budget allocation.
Economics Peer Tutor
Share and teach micro and macro-economics to students (approx. 20x).Share knowledgeable skills in becoming a successful student.
Spiro Sports Centre Desk Attendant
Manage customer service and patrons attending sports facility and events.
Age Group Swim Coach
Led, taught and planned diverse swimming programs to children (8 – 18yrs old) in large groups (40x children) and private 1:1 lessons.
Colleagues at JBWere New Zealand
Other employees you can reach at jbwere.co.nz. View company contacts for 113 employees →
Sheenal Kumar
Colleague at Jbwere New ZealandAuckland, New Zealand
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Melissa Salvador
Colleague at Jbwere New ZealandWellington, New Zealand
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Michael Ensor
Colleague at Jbwere New ZealandCanterbury, New Zealand
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Sidnee Collier
Colleague at Jbwere New ZealandAuckland, New Zealand
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JM
John Morrow
Colleague at Jbwere New ZealandAuckland, New Zealand
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Jenny Tong
Colleague at Jbwere New ZealandAuckland, New Zealand
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Carole Hitchman
Colleague at Jbwere New ZealandAuckland, New Zealand
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Brenda Allen-Browne
Colleague at Jbwere New ZealandWellington, New Zealand
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KR
Kingsley Robertson
Colleague at Jbwere New ZealandAuckland, New Zealand
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MX
Maggie Xu
Colleague at Jbwere New ZealandAuckland, New Zealand
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Stephanie Upston education
Frequently asked questions about Stephanie Upston
Quick answers generated from the profile data available on this page.
What company does Stephanie Upston work for?
Stephanie Upston works for JBWere New Zealand.
What is Stephanie Upston's role at JBWere New Zealand?
Stephanie Upston is listed as Financial Adviser at JBWere New Zealand.
What is Stephanie Upston's email address?
AeroLeads has found 1 work email signal at @jbwere.co.nz for Stephanie Upston at JBWere New Zealand.
Where is Stephanie Upston based?
Stephanie Upston is based in Auckland, New Zealand while working with JBWere New Zealand.
What companies has Stephanie Upston worked for?
Stephanie Upston has worked for Jbwere New Zealand, Jbwere, Merrill Lynch, Wagner College, and Parnell Swim Club.
Who are Stephanie Upston's colleagues at JBWere New Zealand?
Stephanie Upston's colleagues at JBWere New Zealand include Sheenal Kumar, Melissa Salvador, Michael Ensor, Sidnee Collier, and John Morrow.
How can I contact Stephanie Upston?
You can use AeroLeads to view verified contact signals for Stephanie Upston at JBWere New Zealand, including work email, phone, and LinkedIn data when available.
What schools did Stephanie Upston attend?
Stephanie Upston holds Bachelor'S Degree, Economics from Wagner College.
What skills is Stephanie Upston known for?
Stephanie Upston is listed with skills including Microsoft Office, Time Management, Microsoft Excel, Research, Leadership, Social Media, and Public Speaking.
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