Daniel Carter
Christchurch
Overview
11
11
years of professional experience
Work History
Product Manager (Investments)
Westpac New Zealand
11.2023 - Current
- Communicated effectively with team members to deliver updates on project milestones and deadlines.
- Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
- Developed product documentation to communicate upcoming features and products to internal teams.
- Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
Technical Coaching Manager
Westpac New Zealand
02.2023 - 11.2023
- Implemented strategic plans as well as contributed to evaluation and analysis of business objectives.
- Streamlined processes to enhance operational productivity and overall traceability.
- Trained staff during demonstrations, meetings, conferences and workshops.
- Developed departmental systems and procedures to better align workflow processes.
Working Group Member
Westpac NZ Government Innovation Fund
12.2021 - Current
- Responsible for validating funding opportunities for our investment board to pursue
- Support/coach successful applicants in developing their investment proposals (i.e. problem validation, defining market opportunities, etc.)
Financial Advisor
Westpac
06.2021 - 02.2023
- Helped clients build and execute wealth management plans based on unique goals and objectives.
- Worked with clients to support their understanding of the rationale and details of Westpac managed fund investment products.
Co-Chair Canterbury Leadership Board
Westpac
11.2020 - 02.2022
- Facilitated decision making by building consensus and developing solutions.
- Provided recommendations on to board members on group's effectiveness, actions and future plans.
- Furthered brand awareness through helping board identify that this was an opportunity to explore and then working to develop communication strategies/initiatives
Regional Lead
Westpac - Youth Network
05.2020 - 02.2022
- Developed and implemented new strategies and policies in collaboration with stakeholders to establish and achieve long-term business objectives.
- Modernized and improved decision making matrix to increase efficiency and network impact while tightly controlling labor efforts and preventing waste.
Wealth Consultant
Westpac
05.2020 - 05.2021
- Assisted Wealth Advisers with portfolios, vetting new clients, completing maintenance tasks, implementing plans, etc.
Multichannel Specialist
Westpac
04.2018 - 05.2020
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Recommended loan approvals and denials based on customer loan application reviews.
Customer Service Representative
Westpac
06.2017 - 04.2018
- Processed exchange and foreign currency
- Executed customer transactions, including deposits, withdrawals, money orders and checks
Officer Cadet
New Zealand Defense Force
01.2017 - 02.2017
- In training to become a military intelligence officer until my wife's health deteriorated and was hospitalized a number of times requiring my leaving the military
Customer Service Officer
Inland Revenue Department
09.2014 - 01.2017
- Made and received calls handling taxation queries
- Implemented first stages of investigation/fraud handling process
- Assisted with collection/recovery actions
Personal Trainer
Self Employed
01.2013 - 08.2014
- Designed and executed individual and small group exercise fitness programs and regimens
- Supplied clients with dietary restrictions and guidelines
- Designed customized client programs to meet individual fitness needs
Education
New Zealand Diploma Of Business - Marketing, Business Management
Ara Institute of Canterbury
Christchurch, CANCertificate in Financial Services (level 5) - Finance
Open Polytechnic
Lower HuttCertificate - Front End Development Libraries - SASS/jQuery/etc.
FreeCodeCamp
OnlineCertificate - JavaScript - Algorithms And Data Structures
FreeCodeCamp
Online12.2022
Certificate - HTML/CSS - Responsive Web Design
FreeCodeCamp
Online08.2022
Certificate in Applied Innovation - Innovation/Venture
Creative HQ
03.2022
Three Papers (1 Semester) - Criminal Justice, Political Science, Sociology
University Of Canterbury
Christchurch, Canterbury2017
Certificate - Te Haeata (Maori) Studies
CPIT
Christchurch2011
Accomplishments
- Am developing my own fintech application to improve users financial literacy
- Have led and successfully undertaken cross department campaigns focused on staff, brand, or working with external stakeholders
- Awarded co-chair role for the Canterbury Senior Leadership Board in recognition of my efforts in helping our staff.
Hobbies
- Reading
- Physical Fitness/Running
- Classical Studies/Philosophy
- Studying Finance/Investment markets
- Developing Financial Software
Timeline
Product Manager (Investments)
Westpac New Zealand
11.2023 - Current
Technical Coaching Manager
Westpac New Zealand
02.2023 - 11.2023
Working Group Member
Westpac NZ Government Innovation Fund
12.2021 - Current
Financial Advisor
Westpac
06.2021 - 02.2023
Co-Chair Canterbury Leadership Board
Westpac
11.2020 - 02.2022
Regional Lead
Westpac - Youth Network
05.2020 - 02.2022
Wealth Consultant
Westpac
05.2020 - 05.2021
Multichannel Specialist
Westpac
04.2018 - 05.2020
Customer Service Representative
Westpac
06.2017 - 04.2018
Officer Cadet
New Zealand Defense Force
01.2017 - 02.2017
Customer Service Officer
Inland Revenue Department
09.2014 - 01.2017
Personal Trainer
Self Employed
01.2013 - 08.2014
New Zealand Diploma Of Business - Marketing, Business Management
Ara Institute of Canterbury
Certificate in Financial Services (level 5) - Finance
Open Polytechnic
Certificate - Front End Development Libraries - SASS/jQuery/etc.
FreeCodeCamp
Certificate - JavaScript - Algorithms And Data Structures
FreeCodeCamp
Certificate - HTML/CSS - Responsive Web Design
FreeCodeCamp
Certificate in Applied Innovation - Innovation/Venture
Creative HQ
Three Papers (1 Semester) - Criminal Justice, Political Science, Sociology
University Of Canterbury
Certificate - Te Haeata (Maori) Studies
CPIT
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