Vice President and Client Solutions Catalyst, Direct Wealth
Annika may speak with an American accent, but she says you shouldn’t hold it against her. She was born in Lower Hutt, raised in Illinois and Colorado, and built her career beneath the bright lights of Denver and New York City.
Annika learned the workings of the finance world as Vice President of Investment Research Services at global asset manager, Oppenheimer Funds. She has expertise in client experience, broker relationship oversight, fund commission management and sustainable infrastructures and processes.
New York was exciting, but that carefree Kiwi childhood kept calling. Annika and her young family relocated to Auckland in 2018, where she joined the Jarden team during its acquisition of Direct Broking.
Annika takes care of Direct’s client solutions, including external communications, operational support and long-term strategy. She’s excited about creating digital solutions that will make investment more accessible to a range of new Kiwi investors.
Annika has a BS in business administration (Finance) from the University of Northern Colorado. Outside the office, she’s enjoying rediscovering the land of togs, tramping and tomato sauce, along with her unofficial part-time roles of dance Mom and McGovern family photographer.