Vice President, Wealth Management Associate
When Theresa Miller took a two-day temp position at Jarden back in 2000, she didn’t imagine she would still be working with the firm two decades later. She loved the work and the team loved her, so before long she’d moved into a full time advisers’ assistant role, and was subsequently promoted to Wealth Management Associate, and then Vice President.
Theresa now supports a team of wealth management advisers in the Auckland office with the efficient running of their wealth management advisory businesses, including liaising with clients and maintaining compliance records. She enjoys building and maintaining great relationships with both advisers and their clients.
Theresa has a BA in History and Social Anthropology from Auckland University, a National Certificate in Financial Services (Level 5), and a National Certificate in First Steps to Business (Level 2). She regularly volunteers at the Auckland Hospital chapel.