Rhodri Goodfellow
Portfolio Manager at Watts Gregory LLP- Claim this Profile
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Welsh -
Topline Score
Bio
Experience
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Watts Gregory LLP
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United Kingdom
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Accounting
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1 - 100 Employee
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Portfolio Manager
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Apr 2022 - Present
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Chartered Accountant
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Sep 2016 - Present
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Swansea University
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United Kingdom
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Higher Education
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700 & Above Employee
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Conference and Events Summer Intern
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Jul 2015 - Sep 2015
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Bartholomew Hawkins Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Work Experience
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Jul 2014 - Aug 2014
• During my time at BH I gained knowledge in the financial planning field, learning about pensions, mutual funds and wealth management. • Experience of payroll system using sage system. • Responsible for producing weekly newsletter to improve the outlook of young people on saving and providing for the future. • During my time at BH I gained knowledge in the financial planning field, learning about pensions, mutual funds and wealth management. • Experience of payroll system using sage system. • Responsible for producing weekly newsletter to improve the outlook of young people on saving and providing for the future.
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Bridgend Golf Complex
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United Kingdom
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Health, Wellness & Fitness
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Sales Assistant
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Sep 2010 - Jun 2014
• Developed excellent interpersonal skills and ability to satisfy and resolve customer queries and concerns. • Responsible for End of Day Calculations. • Developed excellent interpersonal skills and ability to satisfy and resolve customer queries and concerns. • Responsible for End of Day Calculations.
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Emersons Pharmacy
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United States
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Cosmetics
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Sales Assistant
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Dec 2009 - Sep 2013
• Produced monthly expenditure on excel to present to accountants, stock control/management on pharmacy computer system - Created marketing materials • Produced monthly expenditure on excel to present to accountants, stock control/management on pharmacy computer system - Created marketing materials
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Work Experience
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Jun 2013 - Jul 2013
• Gained Experience on what constitutes an audit by shadowing accountants on client visits. • Produced nominal ledgers and profit and loss accounts for individual clients showing that I am able to apply theoretical learning in practice using sage. • Gained Experience on what constitutes an audit by shadowing accountants on client visits. • Produced nominal ledgers and profit and loss accounts for individual clients showing that I am able to apply theoretical learning in practice using sage.
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Education
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University of South Wales
ACA, Accounting -
Swansea University
Bachelor of Science (BSc), Accounting and Finance (Year Abroad) -
York University
Exchange Program, Accounting and Finance -
Brynteg Comprehensive School