Integrated financial solution provider Finzo has appointed Sara Singh as its Service Manager to support financial advisers, oversee its platform, and CRM services.
Singh has been working in the financial services industry in New Zealand since 2007.
She was an Investment Operations Team Leader at ANZ Investments, and before joining Finzo was a Registry Officer at MMC – a provider of outsourced investment administration services.
Singh was also involved in the investment administration of multiple KiwiSaver schemes including the processing of daily cashflow, withdrawal payments, and worked with IRD and fund managers.