James Paterson's Location
Auckland, NZ
James Paterson's Work
- Head of Wealth @ Pie Funds
- Head of Advice @ Fisher Funds
- Wealth Management Advisor @ Fisher Funds
- Client Services Manager @ Fisher Funds
- Relationship Manager @ Direct Line Group
James Paterson's Education
- Unitec Institute of Technology2012 - 2014
- Unitec Institute of Technology
Bachelors (Marketing, Business Studies)
1994 - 1997
James Paterson's Skills
- Wealth Management
- Investments
- Portfolio Management
- Investment Advisory
- Financial Advisory
- Financial Services
- Financial Modeling
- Equities
- Asset Management
- Investment Banking
James Paterson's Summary
James Paterson, based in Auckland, NZ, is currently a Head of Wealth at Pie Funds, bringing experience from previous roles at Fisher Funds and Direct Line Group. James Paterson holds a 2012 - 2014 Unitec Institute of Technology. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Investment Advisory, Financial Advisory and more, James Paterson contributes valuable insights to the industry. James Paterson has 2 emails and 1 mobile phone number on RocketReach.
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