Stephen Upton Email & Phone Number
Chief Operating Officer @ Kernel
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Stephen Upton Location
- Auckland, NZ
Stephen Upton Work
- 2019 -now Chief Operating Officer @
- 2018 -now Chairperson @ Touch NZ
- 2015 -2019 Chief Operating Officer - Smartshares @
- 2014 -2015 Director - Wealth Planning @
- 2014 -2014 Strategic Consultant @
- 2013 -2014 MBA Student @
- 2010 -2013 Director - Wealth Planning - Product Management Deputy Team Head and Head of T and F Marketing @
- 2011 -2013 President @ Swiss Touch Association
- 2007 -2010 Trust Officer @
- 2006 -2006 Marketing Coordinator @
- 2000 -2005 Managing Director @ Step Up Productions Ltd (Indigo Bar & Venue)
Stephen Upton Education
- The Chartered Institute of Management Accountants
Chartered Global Management Accountant (CGMA) (Accounting and Business/Management)
2015-2016 - University of Cambridge
Master of Business Administration (MBA)
2013-2014 - Cambridge Judge Business School
Master of Business Administration (MBA) (MBA)
2013-2014 - Society of Trust and Estate Professionals
Diploma in International Trust Management (TEP designation) (International Company Law, Company Administration, Investment Management and Trust Law)
2008-2010 - Victoria University of Wellington
Bachelor of Arts (B.A.) (Psychology)
1996-2000 - Victoria University of Wellington
Bachelor of Commerce (BCom) (Marketing and Management)
1996-2000
Stephen Upton Skills
- Leadership
- Estate Planning
- Marketing Management
- Social Media
- Sales
- Wealth Management Services
- Business Development
- Business Analysis
- Corporate Communications
- Negotiation
- Trust Management
- Team Management
- Process Improvement
- Digital Marketing
- Strategic Planning
- Strategy
- Microsoft Office
- High Net Worth Individuals
- Program Management
- Marketing
- Risk Management
- New Business Development
- Business Process
- Event Management
- Change Management
- Trusts
- Product Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Contract Negotiation
- MBA
- Project Planning
- Social Media Marketing
- Business Strategy
- Management
- Project Management
- Coaching
- Marketing Communications
- Marketing Strategy
- CRM
- Trust Services
- Structured Products
Stephen Upton Summary
- Stephen Upton, based in Auckland, NZ, is currently a Chief Operating Officer at Kernel. Stephen Upton brings experience from previous roles at Touch NZ, NZX Limited, UBS and NIAB. Stephen Upton holds a 2015 - 2016 Chartered Global Management Accountant (CGMA) in Accounting and Business/Management @ The Chartered Institute of Management Accountants. With a robust skill set that includes Leadership, Estate Planning, Marketing Management, Social Media, Sales and more. Stephen Upton has 2 emails on RocketReach.
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Top Kernel Employees
Catherine Emerson
Chief Customer Officer
Auckland, NZ
Jonathan Sihite
Customer Success Specialist
Auckland, NZ
Dean Anderson
Founder and CEO
Auckland, NZ
🪴Tim Rodriguez
Marketing Specialist
Auckland, NZ
Alison Perkins
Head of Customer Success
Auckland, NZ
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