chuck slogrove

chuck slogrove

chief executive officer

About

Chuck is a leader in financial services innovation in New Zealand, and is breaking down barriers to expert financial advice online. He is the CEO of Trail Limited, a Kiwi company providing next generation software for New Zealand’s top mortgage and insurance advisers. You can get in touch with Chuck at chuck@gettrail.com

Country

new zealand

City

auckland

Industry

computer software

Skill

business strategy, financial analysis, financial modeling, entrepreneurship, investments, research, marketing strategy, microsoft excel, finance, strategic planning, economics, valuation, alternative investments, project management, analysis, corporate finance

Experience

subway

sandwich artist

subway

2006-4 - 2010-9 · 4 yrs 6 mos

I made sandwiches for a number of years while I was at school. One casual Sunday morning, I was held up at gunpoint. The police never caught the thief!

trail crm

chief executive officer

trail crm

2017-8 - Present · 9 yrs 2 mos

Trail delivers next generation software to Mortgage and Insurance advisers to help them accelerate sales and grow their advice businesses. Ultimately, delivering excellent advice is the key motivator for advisers. Get your brand online, and in front of your clients at every step of the advice process. Your clients want to deal with you online, and want access to advanced tools and processes that make their lives easier. Now you can compete with the banks & Insurance companies online at a fraction of the cost. Don’t get left behind. Give your clients the experience they deserve, and strengthen their relationship with you and your brand. Speak to me today to find out how Trail can empower your advice business

education perfect ltd

sales

education perfect ltd

2013-3 - 2013-7 · 5 mos

I worked for Language Perfect periodically between 2009-2013 as the company experienced significant growth from a startup to an industry-changing market leader. Working closely with the company founder and head of sales I worked to support the growth of the company. When I started, we were 6 people working out of a room at the University of Otago. Now, the company employs over 40 staff and manages business for clients across the globe. Every year, Language Perfect has over 250,000 students using their educational software. My main responsibilities were in customer service and support. We worked incredibly hard to support teachers in their work and ensure they were able to do best by their students. I was responsible for signing large clients in the early days that now bring hundreds of thousands of dollars worth of revenue into the company.

macquarie group

equities research

macquarie group

2011-11 - 2013-3 · 1 yr 5 mos

In charge of providing the Sales & Trading desk with overnight research and select news publications, while aiding with research projects as requested by the Research & Sales team. Tasked with compiling market data and news articles for use in the Macquarie Morning News Report, a daily news report sent to clients throughout the Australasian Region.

the university of auckland

chairman

the university of auckland

2012-7 - 2013-2 · 8 mos

Overseeing the continued growth and development of the club, instigating procedures to ensure strong succession in leadership. I also worked with external donors to set up a scholarship fund for deserving members, providing $6,000 p.a. to deserving students who have shown exceptional service to the Club.

university of auckland investment club

president

university of auckland investment club

2011-6 - 2012-7 · 1 yr 2 mos

Key achievements include increasing the number of members by 110% and raising $125,000 through external funding. This increased the size of the club’s managed fund from $15,000 to over $140,000. Restructured the UAIC, forming the Executive and Investment Committees to improve the transparency of investment decisions. Managed key events including valuation tutorials, guest speakers, and industry insight events. Integral investment decision maker, also tasked with ensuring fund strategy was communicated to members through a monthly ‘Bulletin’ financial report.

villa maria estate

summer intern

villa maria estate

2010-11 - 2011-2 · 4 mos

I worked in a number of departments, including Marketing, Warehousing, and even had the chance to try my hand at winemaking. One of my key projects was working with the head of Operations to analyse the business and implement a 'lean production' plan to improve overall business efficiency.

irefi.co.nz

co-founder and advisor

irefi.co.nz

2015-9 - 2017-7 · 1 yr 11 mos

Using technology to change the way people manage their mortgage.

Education

the university of auckland

the university of auckland

marketing

2010-1 - 2012-1 · 2 yrs 1 mo

chuck slogrove's Contact Information

Email

******@***.com

Phone

(**) *** ****

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