Rhodri Goodfellow

Portfolio Manager at Watts Gregory LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cardiff Area, UK
Languages
  • Welsh -

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Bio

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Experience

    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Portfolio Manager
      • Apr 2022 - Present

    • Chartered Accountant
      • Sep 2016 - Present

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Conference and Events Summer Intern
      • Jul 2015 - Sep 2015
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Work Experience
      • 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.

    • United Kingdom
    • Health, Wellness & Fitness
    • Sales Assistant
      • 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.

    • United States
    • Cosmetics
    • Sales Assistant
      • 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

    • Work Experience
      • 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.

Education

  • University of South Wales
    ACA, Accounting
    2016 - 2019
  • Swansea University
    Bachelor of Science (BSc), Accounting and Finance (Year Abroad)
    2012 - 2016
  • York University
    Exchange Program, Accounting and Finance
    2014 - 2015
  • Brynteg Comprehensive School
    2005 - 2012

Community

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