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Katie Douglas-Clifford
Gestionnaire de Portefeuille-Actions chez Craigs Investment Partners Ltd. (Investment Management)
Profil
Ms. Katherine R.
Douglas-Clifford is an Investment Adviser at Craigs Investment Partners Ltd.
She joined the firm in May 2016 and has many years’ experience in the Financial Services industry.
She advises clients in all aspects of equity investments, specialising in KiwiSaver, Superannuation and Savings, and presents educational seminars in respect to KiwiSaver and Investor Basics.
Previously, Ms. Douglas-Clifford spent 4 years at Macquarie Bank, Sydney, advising private clients on Superannuation and Managed Investments and most recently, she spent two years at Fisher Funds working as a specialist in KiwiSaver.
She received her Bachelor of Commerce in Finance and Bachelor of Arts in Psychology both in 2006 from University of Auckland.
Postes actifs de Katie Douglas-Clifford
Sociétés | Poste | Début |
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Craigs Investment Partners Ltd. (Investment Management)
![]() Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs Investment Partners Ltd. (Investment Management) (Craigs-IM) is the investment management division of Craigs Investment Partners Ltd., a brokerage firm headquartered in Tauranga, New Zealand. Founded in 1984, Craigs-IM offers tailored investment solutions to private, corporate and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/05/2016 |
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Entreprise privées | 1 |
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Craigs Investment Partners Ltd. (Investment Management)
![]() Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs Investment Partners Ltd. (Investment Management) (Craigs-IM) is the investment management division of Craigs Investment Partners Ltd., a brokerage firm headquartered in Tauranga, New Zealand. Founded in 1984, Craigs-IM offers tailored investment solutions to private, corporate and institutional clients. | Finance |