Pie’s new Head of Client Relations Dan Bell is an experienced financial services leader with a strong background in sales and distribution leadership across New Zealand, Australia and North America. His career includes senior roles at HiFX & Xe.com, Strategi Group, and Squirrel, where he led high-performing teams and drove significant growth. He brings a passion for markets and investing, deep experience in building third-party channels, a strong customer-centric lens and proven success in go-to-market execution.

Sam is responsible for managing client relationships and ongoing business development.

Prior to joining Pie in 2019, Sam worked at New Zealand’s largest Asset finance specialist UDC Finance in Auckland as a Commercial Manager and prior to this was an Associate Sales Representative at GE Capital. 

Sam holds a Bachelor of Commerce from the University of Otago and a Graduate Diploma in Business Studies endorsed in Finance from Massey University.

Luke is responsible for managing client relationships and ongoing business development. 

Prior to joining Pie in January 2025, Luke worked for several banks over nine years, supporting clients funding requirements used for residential, commercial and asset finance.  Prior to banking Luke has had business development roles in the UAE, UK and NZ.    

Luke holds a Diploma and Bachelor of Recreation and Sport from the Eastern Institute of Technology.  He holds a New Zealand Certificate in Financial Services (Level 5) specialising in Investments. 

Outside of the office, Luke is married to wife Anna and has two daughters.  When not at playgrounds, parks and cafés with his girls, Luke loves cricket, golf, tennis and walking his dog.

Erwin is responsible for managing client relationships as well as providing outstanding experiences to existing and potential clients. Prior to joining PIE in August 2023, Erwin worked at Fisher Funds, where he provided advice to both KiwiSaver and Managed Funds clients. Prior to this, he was a Client Consultant/KiwiSaver Specialist at AMP New Zealand.

Erwin holds a Bachelor of Science majoring in Electronics & Communications Engineering from Mapua Institute of Technology in the Philippines. He also holds the New Zealand Certificate in Financial Services (Level 5) specialising in Investments.

She has experience across financial advice and media trading, gained through roles with firms in both New Zealand and the United Kingdom. Her professional background includes experience in Wealth Management at Milford Asset Management, alongside a solid foundation in residential lending in New Zealand. She holds a Bachelor of Business with a major in Finance from AUT and the New Zealand Certificate in Financial Services (Level 5).

Peti is responsible for leading the Investor Support Specialist team to provide outstanding experiences for existing and potential Pie Funds clients.

Peti has a background in Operations and Business Management, promoting a highly effective and well regarded internal client service culture. Prior to joining Pie, Peti worked at Perpetual Guardian as Head of Client Services. Before that Peti was the Business Manager at Kepa Financial Services.

Abdallah is responsible for providing outstanding experiences for existing and potential Pie Funds clients.

Abdallah joined Pie Funds in February 2024. Prior to joining Pie Funds, Abdallah worked at AMP for two and a half years as a Clients Consultant and Salesforce Technical Analyst.

He holds a Bachelor of Science degree from Massey University, majoring in Information Systems.