MOSAIC FSI - Key Persons
Job Titles:
- Principal Consultant
- Project Manager
Job Titles:
- COO
- Operations and Sales Executive
Jigs is an experienced operations and sales executive, with the acumen to align operations, people and financials to the overall strategic vision/objectives of an organisation.
Marcos is a principal consultant with over fifteen years of experience in the banking and finance industry in New Zealand, Australia, and Argentina. Marcos specialises in process and team transformation and is motivated by challenges, continuous improvement, and innovation.
Job Titles:
- Partner
- Chartered Member of the NZ Institute of Directors
Phil is a Chartered Member of the NZ Institute of Directors and his governance background includes a range of director and oversight roles in public and privately-owned financial services entities.
Job Titles:
- Principal Consultant
- Senior Risk Leader
Sarah is a pragmatic senior risk leader with more than 10 years of experience in enterprise, strategic and operational and conduct risk management with a passion for improving risk culture within organisations and building risk capability. She has experience across multiple areas within financial services including wealth management and advice, institutional, business and retail.
Tom is a highly experienced project manager. He has a thorough understanding of trade processing, fund accounting, and custody for a wide range of standard and customised solutions. He also has extensive experience in compliance regulatory response on the delivery side.
Job Titles:
- Partner
- Board Member of the National Provident Fund
In addition to her role at Mosaic, Tracey is a Board member of the National Provident Fund and has been a member of the Financial Advisers Disciplinary Committee established under the FMC Act since 2010.
Virginia is an experienced financial services professional, with more than 20 years of working in financial services, including insurance, banking and superannuation. She has the ability to develop internal and external relationships; apply and explain complex technical risk and compliance concepts and empower the business to identify and manage their risks and obligations.