Penny joined GSFM in 2008 and as Senior Product Manager, she is responsible for investment writing, drafting and production of disclosure documents, requests for proposals, FSC questionnaires, as well as research house questionnaires and data requests.With over 24 years’ financial services experience in both stockbroking and funds management, Penny’s extensive career spans roles in operations, project management, compliance and company secretarial, business development, marketing, and product management. She has worked for MLC, Potter Warburg Securities, BNP Equities Private Ltd, Macquarie Equities, Deutsche Asset Management and eG Capital.Penny holds a Bachelor of Arts from Auckland University and an MBA from Simmons Graduate School of Management, Boston. She has also completed a Diploma of Financial Planning and a Graduate Diploma of Applied Corporate Governance.
Organization Name | Title At Company | Start Date | End Date | |
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Grant Samuel Funds Management | Senior Product Manager | Apr 1, 2008 | — | Detail |