Steven Matson Email
Investment Adviser @ Forsyth Barr Limited
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Steven Matson Location
- Orewa, NZ
Steven Matson Work
- 2020 -now Investment Adviser @
- 2020 -2020 Executive Financial Adviser @
- 2019 -2020 Senior Manager Strategic Initiatives @
- 2018 -2019 Head of Advice @
- 2017 -2018 Wealth Management @
- 2016 -2017 Mergers and Acquisitions Manager @
- 2015 -2016 Senior Partnership Manager (BDM's) @
- 2012 -2015 Regional Sales Manager @
- 2005 -2012 Senior Private Banker @
- 2002 -2005 Investment Adviser @
- 1998 -2001 Senior Risk and Compliance Manager @
- 1996 -1998 Futures Manager @
- 1990 -1995 Branch Customer Services Manager @
Steven Matson Education
- Strategi Institute
New Zealand Certificate in Financial Services (Level 5) (Financial Planning and Services)
2017-2022 - Saïd Business School, University of Oxford
Certificate (Strategic Change)
2013-2013 - Massey University
Master of Business Administration (MBA) (Finance, General)
2009-2011 - Massey University
Post Grad. Dip. Business Studies (Financial Planning) (Financial Planning)
2002-2003 - Kaplan Professional
Dipolma in Financial Markets (Financial Markets)
2000-2001
Steven Matson Skills
- Portfolio Management
- Banking
- Financial Markets
- Risk Management
- Equities
- Wealth Management
- Investment Advisory
- Financial Analysis
- Wealth
- Strategic Financial Planning
- Investments
- Retirement Planning
- Retail Banking
- Change Management
- Private Banking
- Investment Strategies
- Financial Risk
- Corporate Finance
- Asset Management
- Financial Services
- Fixed Income
- Credit
- Relationship Management
- Insurance
- Superannuation
- Strategy
- Business Analysis
- Financial Advisory
- Asset Allocation
- Pensions
- Wealth Management Services
- Bonds
- Income Protection
- Financial Planning
- Marketing
- Customer Service
- Loans
- Leadership
- Customer Relationship Management Crm
- Business Development
- Team Leadership
- Sales Management
- Business Administration
- Business Planning
- Training
- Business Process Improvement
- Business Strategy
- Management
- Project Management
- Coaching
- Investment Banking
- Customer Relationship Management
Steven Matson Summary
- Steven Matson, based in Orewa, NZ, is currently a Investment Adviser at Forsyth Barr Limited. Steven Matson brings experience from previous roles at Westpac New Zealand Limited, Fisher Funds and AMP New Zealand. Steven Matson holds a 2017 - 2022 New Zealand Certificate in Financial Services (Level 5) in Financial Planning and Services @ Strategi Institute. With a robust skill set that includes Portfolio Management, Banking, Financial Markets, Risk Management, Equities and more. Steven Matson has 3 emails on RocketReach.
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