James McKelvie

James McKelvie is an experienced professional with a diverse background in finance and project management. Currently serving as a Product Owner at Yabble™, James previously held positions at Heartland Bank LTD as both a Business Project Manager and Project Analyst. James also worked as a Senior Financial Adviser at National Capital and advanced through various roles at Findex, including Associate Adviser in Wealth Management and Adviser Support Manager. Additionally, James has experience in sales as an Area Sales Manager and Sales Consultant at Hose Supplies. Academically, James holds a Master's degree in Applied Finance from AUT University and has furthered professional development through participation in the Society of Trusts & Estate Practitioners.