Shannon Bertrand
About Shannon Bertrand
Shannon Bertrand is a Finance Specialist with extensive experience in financial advising and debt recovery. Currently, she works at The Mortgage Lab in Rotorua and has held various roles in the finance and service sectors since the late 1990s.
Current Role at The Mortgage Lab
Shannon Bertrand has been serving as a Financial Adviser specializing in Mortgages and KiwiSaver at The Mortgage Lab since 2020. Based in Rotorua, Shannon provides expert financial advice to clients, helping them navigate mortgage options and KiwiSaver plans. This role has allowed Shannon to utilize extensive knowledge in finance to assist individuals in making informed financial decisions.
Experience at Simplify
Since 2021, Shannon Bertrand has held the position of Finance Specialist at Simplify. In this role, Shannon focuses on financial analysis and strategy, contributing to the company's financial operations. The experience gained at Simplify complements Shannon's extensive background in finance and enhances the ability to provide valuable insights and support.
Previous Employment History
Shannon Bertrand has a diverse work history in various roles. Prior to current positions, Shannon worked at Nikki's Hair Studio as an Apprentice Hairdresser from 1996 to 1999. Shannon then transitioned to the finance sector, holding roles such as Business Support Advisor at NZI from 2002 to 2004, and Debt Recovery Officer at IAG from 2004 to 2006. Additionally, Shannon worked at Ansvar Insurance as a Debt Recovery Officer from 2006 to 2009 and served as a Case Manager at Crash Management Services from 2015 to 2019.
Skills and Expertise
Shannon Bertrand possesses a strong skill set in finance, particularly in mortgage advising and debt recovery. The combination of experience in financial advising and case management equips Shannon with the ability to analyze financial situations and provide tailored solutions. This expertise is further enhanced by years of experience in various roles within the finance and service industries.