Experience

Aperio

• South Africa
• Manufacturing
• 1 - 100 Employee

• Portfolio Trader

  • Jul 2022 - Present

• Investment Operations Analyst

  • Apr 2020 - Jul 2022

• Junior Operations Associate

  • Jun 2019 - Apr 2020


City Sports Clubs
• Wellness and Fitness Services
• 1 - 100 Employee
• Assistant Personal Training Director

  • Jan 2019 - May 2019

Private Market Connect
• India
• Data Analyst

  • Jul 2018 - Oct 2018


Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • May 2017 - Sep 2017

  -Worked with high-level financial advisers to develop an understanding of financial advising and analysis that emphasizes front facing client communication -Provided essential investment solutions to multiple clients utilizing the full range of financial products, including the sale of an annuity worth $600,000 -Worked with high-level financial advisers to develop an understanding of financial advising and analysis that emphasizes front facing client communication -Provided essential investment solutions to multiple clients utilizing the full range of financial products, including the sale of an annuity worth $600,000



The M Group & Associates

• Financial Services
• 1 - 100 Employee

• Financial Planning Intern

  • Jan 2017 - May 2017

  • Learn to develop leads for insurance and asset management, assisting clients in selecting the most suitable products and plans by carrying out individualized financial analysis • Won intern of the Month competition for outstanding performance in all aspects of the internship, as well as acquired Producers Series 13-33 license • Played an integral role in the process of selling over $800,000 worth of insurance coverage • Learn to develop leads for insurance and asset management, assisting clients in selecting the most suitable products and plans by carrying out individualized financial analysis • Won intern of the Month competition for outstanding performance in all aspects of the internship, as well as acquired Producers Series 13-33 license • Played an integral role in the process of selling over $800,000 worth of insurance coverage



Cubex LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Finance & Sales Intern

  • Sep 2016 - May 2017

  - Created/assisted in the creation and maintenance of many of the excel spreadsheets that are utilized by Cubex, as well as convert, edit, and upload said spreadsheets into and out of Salesforce. - Extensive Salesforce usage, including creating leads, accounts, contacts, which were utilized to create meetings with and sales to potential clients - Created/assisted in the creation and maintenance of many of the excel spreadsheets that are utilized by Cubex, as well as convert, edit, and upload said spreadsheets into and out of Salesforce. - Extensive Salesforce usage, including creating leads, accounts, contacts, which were utilized to create meetings with and sales to potential clients



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • May 2016 - Aug 2016

  - Carried out market analysis and research, and presented the information through email and in person to the firms managers as well as clients. Kept manager and clients informed on any recent updates that would effect there holdings, i.e stock splits, major acquisitions, mergers - Helped match clients with portfolios and funds which helped them achieve their financial and economic goals - Carried out and participated in client meetings, helped clients realize their financial and economic goals and achieve stability Show less



Linus Pauling Institute

• United States
• Research Services
• 1 - 100 Employee

• Intern

  • Jun 2014 - Sep 2014

  - Worked two summers (2013-2014), as an intern, assisted in all aspects of the Institute but mainly within the labs. - Helped facilitate communication between the labs and the Director, ensuring the Directors wishes and mission for the institute were carried out - Recorded and helped analyse the results and data from experiments - Worked two summers (2013-2014), as an intern, assisted in all aspects of the Institute but mainly within the labs. - Helped facilitate communication between the labs and the Director, ensuring the Directors wishes and mission for the institute were carried out - Recorded and helped analyse the results and data from experiments