
Kat Trevor
Summer Studentship

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About me
Gen Ai Leader | Strategist | Product Builder | Tech Enthusiast | Community Volunteer
Education

Strategi Group
2020 - 2022NZ Certificate in Financial Services - Level 5 Financial Planning and Services
The University of Auckland
2005 - 2010Bachelor of Engineering (with Honours) Majoring in Engineering Science - Operations Research and Data Science Graduated with HonoursGraduated with a conjoint degree in Engineering and Commerce. IIn Engineering, graduated with Honours and majored in Optimisation and Data Science. An Engineering Science degree converses the ability to investigate, mathematically model and solve complex engineering problems through the use of analytics and computational techniques. I have studied and specialised in optimisation, operations research and data science as well as software development in various programming languages.

The University of Auckland
2005 - 2010Bachelor’s Degree - Commerce Economics - Majoring in Macro Economics
Experience

The University of Auckland
Nov 2009 - Feb 2010Summer StudentshipCompleted simulation and data analysis work for Prof. Mike O'Sullivan at the Engineering Science Department at the University of Auckland

Beca
Jun 2010 - May 2012Optimisation EngineerDerceto Ltd. was an independent company within the Beca Group. Now ownded by SUEZ, who is a world leader in water optimisation technology. Its Aquadvanced Energy software saves utility companies millions of dollars annually by minimising the costs of pumping water in real-time while maintaining security of supply within tight constraints. This role focused on building digital twins in the water industry, deploying live predictions to reduce utilities’ costs and simulating emergency scenarios. My role had both a business analyst and testing analyst function. I led feasibility studies, completed installations and provided tech support for projects in the United States, United Kingdom, Australia and New Zealand. Show less

Chorus NZ Limited
May 2012 - Dec 2016Chorus is New Zealand's largest telecommunications utility and is the nationwide owner and operator of all fixed line network infrastructure. This includes local telephone exchanges, copper and fibre cables that connect New Zealand homes and businesses to each other, and the wider world.Promoted to an Account Manager driving a strategic partnership with one of Chorus's largest clients, Vodafone. Key responsibilities of this role included:• Creating and delivering on strategic customer plans• Forecasting and achieving revenue targets• Effective customer relationship management• Selling the entire suite of Chorus products - basic regulated products through to high value consumer inputs and enterprise solutions• Cultivating new business relationships and engagement frameworks• Effective programme management• Developing new sales frameworks and reporting• Handling commercial management, event management and customer escalations Show less
National Account Manager
Jun 2014 - Dec 2016Sales Consultant
Jan 2014 - Jun 2014Operational Excellence Analyst
May 2012 - Dec 2013

ASB Bank
Dec 2016 - Dec 2019Relationship Manager - Aegis at ASB BankAegis is an electronic investment administration service that is available to investors through selected financial advisers. Aegis administers $12 bn across more than 22,000 investor portfolios and processes more than 200,000 transactions per month. Aegis is the investment administration service of choice for more than 70 groups of investment professionals throughout New Zealand.Aegis was purchased by new owners, MMC Limited in December 2019.As the Relationship Manger for Major Strategic Accounts the focus was on developing authentic value-based client relationships; capturing joint opportunities with value-add services; client-focused platform development and embedding a sales excellence model.• Managed a diverse portfolio of strategic advisory clients, including Milford, JMI & Select Wealth, Westpac, and Todd Family Office, valued at $8 billion. • Actively applied new compliance regulations to the financial platform while considering commercial and customer-centric factors.• Recognised the importance of efficient investor onboarding, I took the initiative to optimise the existing processes. By streamlining documentation, implementing digital solutions, and coordinating with cross-functional teams, I significantly improved the investor onboarding experience, reducing timelines, and enhancing overall efficiency.• Embedded a sales excellence model that was adopted across all accounts.• Provided extensive financial platform training for new and existing clients. Show less

MMC Limited
Dec 2019 - Jun 2021Client Success ManagerMMC Limited are the recognised leader in fund and investment administration services in New Zealand, and combined with their purchases of Aegis in 2019, hold funds under administration in excess of $79bn (as at 30 June, 2020).As the senior Relationship Manger for our Major Strategic Accounts, the focus was on developing authentic value-based client relationships; capturing joint opportunities with value-add services across our business sectors; client-focused platform development, enhanced reporting and embedding a sales excellence model.• Developed and nurtured authentic client relationships by consistently delivering improved commercial, compliance, platform, and process outcomes. This involved understanding client needs, addressing their concerns, and providing tailored solutions to drive their success.• Led client strategy, planning, workshops, training, and events to ensure effective communication, collaboration, and alignment between MMC Limited and its clients. Facilitated workshops to identify key goals, define strategies, and implement action plans.• Advocated for client-focused platform development to enhance the customer experience and drive increased revenue growth. Collaborated with cross-functional teams to gather client feedback, identify improvement areas, and drive the development of new features and functionalities.• Championed a project that successfully delivered enhanced financial reporting and dashboards for strategic accounts. Worked closely with the technical team to define requirements, oversee implementation, and ensure the solution met client expectations. Show less

Datamine
Jun 2021 - Aug 2023Sales ConsultantDatamine is a leading analytics consultancy dedicated to connecting and empowering people to benefit from data analytics every day. The team creates addictive analytics experiences with a focus on collaboration, innovation and pragmatic excellence.As a Sales Consultant my focus was on building trusted partnerships with clients by understanding their business strategies. Through careful collaboration, we were able to problem solve together and deliver innovative, optimal solutions to unique challenges.• Collaborated with technical experts and leveraged solution-selling skills to provide innovative and optimal solutions that addressed client challenges. This involved understanding client needs, analysing data, and developing tailored strategies.• Led and managed Customer Implementation and Analytics teams to deliver actionable strategic insights through data analytics, IT optimisation, MarTech solutions, and loyalty programs. This included overseeing project timelines, resource allocation, and ensuring the successful implementation of solutions.• Conducted strategic reviews and negotiations with clients, identifying potential risks and developing contingency plans to mitigate them effectively. Managed project and delivery risks to ensure successful outcomes and client satisfaction.• Delivered significant improvements in marketing results for a major client, resulting in a jointly published case study showcasing our collaboration and impactful outcomes.• Actively represented Datamine as a Speaker at conferences and tech events, sharing expertise and thought leadership on data analytics, IT optimisation, and marketing strategies. Show less

New Zealand Electoral Commission | Te Kaitiaki Take Kōwhiri
Oct 2023 - Oct 2023Voting Place ManagerI was a Voting Place Manager for the New Zealand 2023 General Election. This involved creating a positive voting environment for all New Zealanders, being responsible for everything at the the voting site assigned to me, and managing a team of voting officers on Election Day. I was also involved in the preliminary vote count.

Spark New Zealand
Oct 2023 - nowLeading a portfolio of strategic AI & data products for Spark’s Enterprise Sales and B2B Product areas. I've been promoted to Product Owner of the B2B Sales Uplift Squad to lead and support with the design, build and delivery of Gen AI-led sales products for the Spark B2B Sales Team Spark is New Zealand’s largest telecommunications and digital services technology company.My role is to bring together the best of Business Intelligence, Data Science and Big Data to help all of New Zealand win big in a digital world. I achieve this by supporting our Enterprise, Corporate and Government sales teams with actionable insights and innovative products developed by our team.
Portfolio Product Owner
Aug 2024 - nowGen AI Product Owner
Nov 2023 - Aug 2024Data Intelligence Consultant
Oct 2023 - Aug 2024
Licenses & Certifications

PRINCE2 Project Management Certification
APMGJul 2012
Building a culture of innovation
UdemyJun 2025
Fostering psychological safety and belonging within teams
UdemyJun 2025
Next Generation Leadership Programme
TUANZSept 2021
Lean Six Sigma Certification - Yellow Belt and Green Belt
The University of AucklandOct 2013
ICAgile Certified Professional - Product Ownership
Spark New ZealandMay 2024
Digital Marketing
HubSpot AcademyJul 2022
ICAgile Certified Professional - Team Facilitiation
Spark New ZealandMay 2024
ICAgile Certified Professional - Agile Fundamentals
Spark New ZealandApr 2024
ICAgile Certified Professional - Agile Product Ownership
ICAgileMay 2024
Honors & Awards
- Awarded to Kat TrevorGraduated with Honours in Engineering University of Auckland Jun 2010
Volunteer Experience
FLINT Auckland Leadership Team
Issued by TUANZ on Jan 2022
Associated with Kat TrevorBoard Member and Club Director - Rotary Club of Downtown Auckland
Issued by Rotary International on Oct 2013
Associated with Kat TrevorVolunteer
Issued by Auckland City Mission on Jan 2013
Associated with Kat TrevorVolunteer Chef
Issued by Ronald McDonald House Charities on Nov 2016
Associated with Kat TrevorMentor
Issued by First Foundation on Oct 2014
Associated with Kat TrevorPresident of Spark Speakers Toastmaster Club
Issued by Toastmasters International on Jul 2015
Associated with Kat TrevorMember of Spark Speakers Club
Issued by Toastmasters International on Oct 2013
Associated with Kat Trevor
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