Stephanie Upston
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Stephanie Upston Email & Phone Number

Financial Adviser at JBWere New Zealand
Location: Auckland, Auckland, New Zealand 9 work roles 1 school
1 work email found @jbwere.co.nz LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@jbwere.co.nz
LinkedIn Profile matched
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Current company
JBWere New Zealand
Role
Financial Adviser
Location
Auckland, Auckland, New Zealand
Company size
113 employees

Who is Stephanie Upston? Overview

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Quick answer

Stephanie Upston is listed as Financial Adviser at JBWere New Zealand, a company with 113 employees, based in Auckland, 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.

Company email context

Email format at JBWere New Zealand

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{first}.{last}@jbwere.co.nz
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AeroLeads found 1 current-domain work email signal for Stephanie Upston. Compare company email patterns before reaching out.

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Profile bio

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.

Current workplace

Stephanie Upston's current company

Company context helps verify the profile and gives searchers a useful next step.

JBWere New Zealand
Jbwere New Zealand
Financial Adviser
Auckland, NZ
Website
jbwere.co.nz
Employees
113
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Company profile
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9 roles

Stephanie Upston work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Jbwere New Zealand

Auckland, New Zealand

As 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.

May 2023 - Present

Private Wealth Associate

Jbwere

Auckland, New Zealand

Oct 2020 - May 2023

Wealth Management Client Associate

Merrill Lynch

New York, New York

May 2018 - Oct 2020

Client Associate

Merrill Lynch

New York, New York, United States

May 2018 - Aug 2020

President Of The Economic Honors Society

Wagner College

Greater New York City Area

Organize events for the society (dinners with guest speakers); communicate with student government clubs, campus administration and faculty; coordinate with team on budget allocation.

Jan 2018 - Oct 2020

Economics Peer Tutor

Wagner College

Share and teach micro and macro-economics to students (approx. 20x).Share knowledgeable skills in becoming a successful student.

Jan 2018 - Oct 2020

Spiro Sports Centre Desk Attendant

Wagner College

Manage customer service and patrons attending sports facility and events.

Jun 2017 - Oct 2020

Age Group Swim Coach

Parnell Swim Club

Auckland, New Zealand

Led, taught and planned diverse swimming programs to children (8 – 18yrs old) in large groups (40x children) and private 1:1 lessons.

Jan 2015 - Dec 2016
Team & coworkers

Colleagues at JBWere New Zealand

Other employees you can reach at jbwere.co.nz. View company contacts for 113 employees →

DG Dave Galpin Dave Galpin Colleague at Jbwere New Zealand Waiheke Island, Auckland, New Zealand, New Zealand View → JW Jake Wheeler Jake Wheeler Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → MG Michelle Guimaraes Michelle Guimaraes Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → JT Jenny Tong Jenny Tong Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → CK Carla Kruger Carla Kruger Colleague at Jbwere New Zealand Queensland, Australia, Australia View → JM John Morrow John Morrow Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → PA Previn Alhagananthan Previn Alhagananthan Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → JA Jane Anderson Jane Anderson Colleague at Jbwere New Zealand Canterbury, New Zealand, New Zealand View → MX Maggie Xu Maggie Xu Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View → MV Mark Ventura Mark Ventura Colleague at Jbwere New Zealand Auckland, Auckland, New Zealand, New Zealand View →
1 education record

Stephanie Upston education

FAQ

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, 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 Dave Galpin, Jake Wheeler, Michelle Guimaraes, Jenny Tong, and Carla Kruger.

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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