Greg McGeorge Email
Wealth Adviser @ Shaw and Partners NZ
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Greg McGeorge Location
- Christchurch, NZ
Greg McGeorge Work
- 2023 -now Wealth Adviser @
- 2010 -2023 Executive Private Adviser (AFA) @ Westpac Private Bank
- 2006 -2009 Relationship Manager - Client and Investor Relations @ Infiniti Capital Markets
- 2000 -2004 Vice President - Relationship Manager - Exchange Traded Derivatives @ Lehman Brothers
- 1998 -2000 Client Relationship Manager @
- 1991 -1998 Client Relationship Manager - Exchange Traded Derivatives @ Lehman Brothers
- 2023 -now Wealth Advisor @
Greg McGeorge Education
- Massey University
Graduate Diploma in Business Studies (Personal Financial Planning)
2012-2013 - Palmerston North Boys' High 1980-1984
Greg McGeorge Skills
- Microsoft Excel
- Banking
- Financial Services
- Financial Modeling
- Risk Management
- Asset Management
- Fixed Income
- Options
- Hedge Funds
- Financial Markets
- Equities
- Derivatives
- Investments
- Portfolio Management
- Private Banking
- Financial Analysis
- Investment Advisory
- Foreign Exchange
Greg McGeorge Summary
- Greg McGeorge, based in Christchurch, NZ, is currently a Wealth Adviser at Shaw and Partners NZ. Greg McGeorge brings experience from previous roles at Westpac Private Bank, Infiniti Capital Markets, Lehman Brothers and Morgan Stanley. Greg McGeorge holds a 2012 - 2013 Graduate Diploma in Business Studies in Personal Financial Planning @ Massey University. With a robust skill set that includes Microsoft Excel, Banking, Financial Services, Financial Modeling, Risk Management and more. Greg McGeorge has 2 emails on RocketReach.
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