Investec Company
Industry: Financial services company
DescriptionInvestec is an international specialist banking and asset management group. It provides a range of financial products and services to a client base in three principal markets: the UK and Europe, Southern Africa, and Asia-Pacific. Investec is dual listed on the London Stock Exchange and the Johannesburg Stock Exchange. Customer service: 011 44 20 7597 4131 Headquarters: Sandown, Gauteng, Sandton, South Africa Subsidiaries: Rensburg Sheppards plc, Parent organization: Investec 1 Limited
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Investec Employees
Q5 June 2015 - Present
DivaCFO May 2013 - August 2014
Investec June 2014 - July 2014
Beacon Wealth Consulting May 2013 - September 2013
Pound Ridge Tennis June 2012 - August 2012
Fairfield County Tennis LLC June 2011 - August 2012
Grenadier Capital LLC December 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Teaching, Microsoft Office, WordPress, Blogging, Social Media, Time Management
Education
Hamilton College 2011 — 2015
BA, Economics, 3.5
London School of Economics and Political Science 2013 — 2014
General Course, International History
Credit & Investment Ombudsman Service January 2015 - February 2015
Standard Chartered Bank July 2013 - January 2014
Investec July 2011 - April 2012
Macquarie Bank December 2009 - December 2010
Macquarie Bank 2006 - 2009
Skills
Banking, Financial Modeling, Valuation, Investment Banking, Capital Markets, Superannuation, Due Diligence, Regulatory Requirements, Commercial Lending
Education
The University of Queensland 2004 — 2007
Bachelor of Commerce, Finance & Accounting
Matthew Flinders Anglican College 1999 — 2003
Pernod Ricard Winemakers July 2014 - Present
Investec December 2013 - July 2014
Morgan Stanley July 2013 - December 2013
Pernod Ricard New Zealand August 2012 - January 2013
Pernod Ricard New Zealand December 2010 - August 2012
Hammond Manufacturing Co. Ltd November 2008 - November 2010
Linamar August 2007 - November 2008
Skills
Forecasting, Financial Analysis, Financial Reporting, Managerial Finance, Accounting
Education
Certified Management Accountants of Ontario 2007 — 2010
CMA
University of Guelph 2002 — 2007
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Aegis Captial, Corp. March 2012 - Present
Acumen Insurance Services June 2011 - February 2012
Acumen Investment Services July 2009 - February 2012
Paulson Investment Co. 2010 - 2012
GunnAllen Financial July 2002 - July 2009
Investec 1999 - 2002
Sherman and Sterling 1997 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Estate Planning, Asset Allocation, Securities, Asset Management, Portfolio Management, Insurance, 401k, Life Insurance, Series 63, Long-term Care
Education
Hofstra University 2001 — 2007
MBA, Finance
Manhattan College 1995 — 1999
BA, Finance
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Micheals Motor Cars January 2014 - Present
. November 2011 - Present
Pershing August 2006 - November 2011
Pershing March 2003 - August 2006
Investec September 2000 - March 2003
Skills
Relationship Management, Product Management, Investments, Business Relationship..., CRM, Product Strategies, Customer Service, Business Process..., Financial Services, Fixed Income, Portfolio Management, Series 7, Risk Management, Trading, Business Analysis, Vendor Management
Education
State University of New York - System
Sia Partners June 2013 - Present
Jefferies LLC January 2008 - June 2013
Citi Group June 2005 - January 2008
NYSE June 2003 - June 2005
Investec November 2000 - April 2003
HSBC Securities 1997 - 2000
Arnhold and S. Bleichroeder April 1993 - June 1997
Skills
Operations Management, Cash Management, Problem Solving, Vendor Management, Change Management, Process Engineering, Business Analysis, SDLC, Product Management, Project Implementation, Application Management, Project Execution, Project Management, Application Lifecycle..., Risk Management, Frontier, Accurate NXG, Reconcilement, Mergers & Acquisitions, Equities, Securities, Fixed Income, Capital Markets, Operational Streamlining, Increasing Operational..., Business Process, Back Office, Process Improvement, Investment Banking, Trading Systems, Management, Financial Services, Banking, Portfolio Management, Settlement, Trading, Middle Office, Program Management, Options, Electronic Trading, Financial Markets, Bonds, Series 7, Corporate Actions, Securities Lending, Series 63, Derivatives, Structured Products, Operational Risk, Interest Rate...
Education
New York University - Leonard N. Stern School of Business
Leadership
Garden City High School 1978 — 1982
University of Massachusetts at Lowell
Computer Science
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2015 - June 2015
Standard Bank Group November 2013 - July 2014
Standard Bank Group December 2012 - October 2013
Investec March 2012 - December 2012
Absa January 2011 - December 2011
Skills
Derivative Operations, Credit Derivatives, Exotic Derivatives, Exchange Traded..., Microsoft Excel, DTCC, Sungard Front Arena..., Murex EQD, Murex IRD, Euroclear, Euclid, Data Analysis, SWIFT messaging, Business Objects, Business Intelligence, Microsoft CRM, SAP, Global One
Education
University of Johannesburg 2010 — 2010
Postgraduate Honours - Investment Management, Investment Management
University of Johannesburg 2007 — 2009
Bachelors of Commerce, Finance
St Davids Marist Inanda 1993 — 2005
Global EDG Development August 2015 - Present
World Animal Protection July 2011 - July 2015
BtWorld December 2014 - January 2015
UNSW Global October 2010 - July 2011
Investec September 2010 - October 2010
Commonwealth Bank March 2010 - September 2010
The Canadian Trade Commissioner Service (TCS) Le Service des délégués commerciaux du Canada (SDC) June 2009 - March 2010
Australian Trade Commission January 2006 - December 2006
Skills
Nonprofits, Event Management, Public Relations, Event Planning, Fundraising, Strategic Planning, Project Management, Microsoft Office, Customer Service, Concur, Microsoft Excel, Budgets, Salesforce.com, Outlook, Travel Management, Accounts Payable, Expense Management, PowerPoint, Microsoft Word, Meeting Planning, Process Improvement, Multi Tasking, Cultural Awareness, Organizational Culture, Service Delivery, International Relations, International Trade, Marketing, Marketing Strategy, Operations Management, Management, Account Management
Education
University of Technology, Sydney 2013 — 2015
Operations Management, Operations and Human Resources Management
University of South Australia 2002 — 2007
Bachelor of Arts (BA), International Relations and National Security Studies
Kuopion Lyseo 1998 — 2001
Matriculation, Matrication
Starr Companies April 2014 - Present
Liberty International Underwriters October 2010 - April 2014
AIG August 2005 - September 2010
Investec June 2004 - July 2005
Skills
Access, Microsoft Excel, Financial Analysis, US GAAP, Insurance, Cognos, Pivot Tables, SQL, General Ledger, Data Analysis, Internal Audit, Sarbanes-Oxley Act, Forecasting, Statutory Reporting, Reinsurance, SAP, JD Edwards, Oracle Financials, MS Office tools, VBA, Queries, HTML, XHTML, FSI, Accounts Payable, Bank Reconciliation, Account Reconciliation, Balance, Journal Entries, Accruals, Consolidation, GAAP, SEC filings, Internal Controls, HFM
Education
Escuela Superior Politécnica del Litoral 1995 — 1999
BS, Information Technology and Finance
NYU 2004 — 2004
Professional Certification, Accounting and Finance
Humin 2012 - Present
The Kairos Society May 2009 - Present
Snowball Music Festival February 2011 - Present
Socal Student Mattress August 2008 - Present
4D Development & Investment January 2008 - January 2010
Investec May 2009 - July 2009
Skills
Entrepreneurship, Venture Capital, Start-ups, Investments, Real Estate Development, Valuation, Financial Modeling, Business Strategy, Business Development, Leadership, Strategy, Due Diligence, Private Equity, Financial Analysis, Management Consulting, Corporate Finance, New Business Development, Business Planning, Mergers, Strategic Partnerships, Corporate Development, Finance, Social Entrepreneurship, Management, Strategic Planning, Executive Management, International Business, Competitive Analysis
Education
Singularity University 2011 — 2011
Executive Program, Big Data, AI & Robotics, BioInformatics, Synthetic Biology, 3D Printing
University of Southern California 2010 — 2011
Master of Science (M.S.), Civil Engineering
University of Southern California 2007 — 2010
B.S., Policy, Planning, and Development & Real Estate Finance
Houghton Healthcare Holdings, Inc. September 2011 - Present
PDL BioPharma October 2011 - May 2015
Defined Health 2010 - 2011
Moulton Point Capital LLC 2009 - 2009
Marathon Asset Management 2005 - 2008
Morgan Stanley 2003 - 2005
Investec 2000 - 2001
Skills
Equities, Mergers, Biotechnology, Structured Finance, Leveraged Finance, Non-dilutive Financing, Medical Technology, Business Development, Negotiation, Deal Origination, Deal Execution, Medical Devices, Due Diligence, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of the Witwatersrand, Medical School 1993 — 1999
MBBCH (MD)
King David High School, Linksfield
The London Company September 2012 - March 2014
Mizuho Securities April 2010 - February 2012
Forefront Advisory 2009 - 2010
The Benchmark Company 2008 - 2009
Morgan Joseph 2005 - 2008
Independent Research Group 2003 - 2005
Investec 2001 - 2002
Skills
Equities, Trading, Securities, Series 7, Series 63, Series 24, Series 4, Series 9, Series 10, Series 55, Series 53, Bloomberg, Trading Systems, Equity Trading, Equity Research, Electronic Trading, Hedge Funds, FINRA, Prime Brokerage, Middle Office, Derivatives, Fixed Income, Options
Education
Rider University 1994 — 1996
HSBC Global Banking and Markets May 2015 - Present
Duke Fuqua School of Business July 2014 - May 2015
BlackRock August 2013 - September 2013
Investec July 2013 - July 2013
Personal Trust International July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Team Leadership, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies, Business Administration and Management, General
University of Bath 2011 — 2014
Bachelor of Science (B.Sc.), Economics and Politics
On sabbatical March 2015 - Present
Investec June 2010 - February 2015
Techron Systems 2005 - 2010
Dept. Economic Development, Tourism & Agriculture 2002 - 2005
Skills
Banking, Business Analysis, Change Management, Risk Management, Management Consulting, Project Planning, Customer Service
Education
Nelson Mandela Metropolitan University 1989 — 1992
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Van Eck Global Market Vectors ETFs July 2015 - Present
Markit September 2010 - July 2015
Bay Crest Partners December 2005 - September 2009
Robert G. Pears February 2005 - December 2005
Investec 2001 - 2005
CIBC World Markets February 1998 - June 2001
Harvey, Young, Yurman October 1995 - February 1998
Education
State University of New York Empire State College
B.S., Business Management & Economics with a concentration in Finance
North Shore Wealth Management Group - NBC Securities 2005 - Present
Kirlin Securities June 2002 - July 2005
Investec June 2000 - July 2002
Cambridge Capital November 1997 - June 2000
Skills
Stocks, Mutual Funds, ETFs, Municipal Bonds, Fixed Annuities, Insurance, Tax-advantaged..., REIT, Variable Annuities
Education
New York Institute of Technology-Old Westbury 1990 — 1993
Goldman Sachs 2013 - 2014
Investec 2009 - 2012
Education
Columbia Business School 2014 — 2015
MBA
Columbia University in the City of New York 2005 — 2009
Economics
Maxim Group April 1990 - January 2009
Investec February 1999 - February 2002
Stuart Coleman & Company April 1990 - February 1999
Education
University of California, Berkeley 1976 — 1977
MBA, Finance
University of Iowa 1965 — 1970
BBA, Marketing
CRT Capital Group March 2004 - Present
Investec January 1998 - December 2001
Fleming Martin January 1996 - December 1997
Skills
Distressed Debt, Special Situations, Equities, Bonds, High Yield, Securities, Investments, Trading, Emerging Markets, Fixed Income, Financial Services, Alternative Investments
Education
University of Cape Town 1984 — 1989
MBA, Business
Groote Schuur
Farber Financial Group January 2014 - Present
Farber Financial Group October 2010 - December 2013
Jaymac Distribution Inc. July 2008 - January 2011
A. Farber & Partners Inc. 2002 - 2008
Investec 1999 - 2001
Skills
Restructuring, Bankruptcy, Mergers, Cash Flow, Business Valuation, Forensic Accounting, Corporate Finance, Turn Around Management, Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Debt Restructuring, Accounting, Due Diligence, Entrepreneurship, Internal Controls, Receiverships, Financial Modeling, Funding, Fraud, Strategic Financial..., Business Planning, Asset Based Lending, Financial Structuring, Management Consulting, Debt Management, Credit, Divestitures, Cash Flow Forecasting, Asset Management, Managerial Finance, Liquidation, Project Finance, Credit Analysis, Cash Management, Financial Risk, Corporate Governance, Valuation, Private Equity, LBO, Structured Finance, Executive Management, Venture Capital, IPO, Working Capital..., Acquisition Integration, Investor Relations, Leveraged Finance, Capital
Education
Rhodes University 1991 — 1995
Honours, Accounting
Alexander Proudfoot March 2014 - Present
Investec August 2011 - August 2013
Investec August 2010 - August 2011
Constant Change January 2009 - December 2009
DC United (Major League Soccer team) October 2008 - December 2008
Skills
Banking, Corporate Finance, Start-ups, Entrepreneurship, Credit, Marketing, Project Management, Financial Modeling, Business Analysis, Sales, Sales Management, Teamwork, Conflict Resolution, Corporate Social...
Education
University of Cape Town 2009 — 2009
Postgraduate Diploma in Enterprise Management, (Entrepreneurship, Strategy and Management)
University of Cape Town 2005 — 2008
Bachelor of Social Science, (Politics, Philosophy and Economics)
Michaelhouse 2000 — 2004
IEB, High School
St. Kevins College (Melbourne, Australia) 2002 — 2002
High School Exchange Program
Pridwin Preparatory School 1992 — 1999
Macquarie Group November 2013 - Present
Investec September 2012 - October 2013
FMR Investments Pty Ltd June 2009 - January 2012
Mack & Co Chartered Accountants 2008 - 2009
Skills
Management Accounting, Capital Markets, Financial Reporting, Financial Analysis, Fixed Income, Financial Accounting, Investment Banking, IFRS, Management Reporting, Financial Controlling, Derivatives, Business Strategy, Mining, Decision Support, Commodity Markets, Trading
Education
Curtin University 2005 — 2008
Bachelor or Commerce, Accounting & Finance
CIBC August 2015 - Present
CIBC June 2014 - Present
Bank of Canada June 2012 - July 2013
Investec July 2011 - September 2011
Queen’s University International Exchange August 2010 - September 2010
Metropolitan Knowledge International Inc. July 2010 - September 2010
DOCUdavit Solutions May 2009 - August 2009
Skills
Economic Research, Stata, Economics, Econometrics, Macroeconomics, Financial Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Markets, Statistics, Financial Economics, International Finance, Eviews, Quantitative Analytics, Risk Management
Education
University of Toronto 2013 — 2014
Master of Financial Economics
Queen's University 2008 — 2012
Bachelor of Arts (B.A.), Applied Economics
Queen’s University International Study Centre
Bachelor of Arts & Science, Applied Economics
SkyPower Global September 2015 - Present
Brookfield Financial Corp. January 2013 - April 2015
Investec April 2008 - January 2013
GE Energy Financial Services July 2005 - April 2008
Republic Financial Corporation June 2000 - December 2004
CoBank April 1999 - May 2000
New York Life December 1995 - April 1999
BNP Paribas January 1994 - December 1995
CIBC April 1991 - December 1993
Skills
Project Finance, Private Equity, Mezzanine, Investment Banking, Investments, Renewable Energy, Equities, Energy, Credit, Financial Advisory, Financial Structuring
Education
University of Notre Dame 1982 — 1986
BBA, Finance & International Relations
St. Mary's International School, Tokyo, Japan 1978 — 1982
High School
WonSA Foundation January 2012 - December 2014
Huntsa Safari's June 2010 - December 2014
PitchIN August 2012 - January 2014
Investec November 2013 - December 2013
Skills
Social Media, FMCG, Event Management, Event Planning, Brand Awareness, Advertising, Brand Management, Leadership, Microsoft Excel, Social Media Marketing, Microsoft Office, Marketing, Research, Public Speaking, Entrepreneurship, Public Relations, Marketing Strategy, Marketing Communications, Market Research, PowerPoint, Teamwork
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Stellenbosch University/Universiteit Stellenbosch 2014 — 2014
Master’s Degree, Accounting, Finance, Taxation and Auditing
Stellenbosch University/Universiteit Stellenbosch 2010 — 2013
Bachelor’s Degree, Accounting, Finance, Taxation and Auditing
St Andrew's College 2005 — 2009
High School, Matric IEB
Macquarie Group July 2015 - Present
Macquarie Group July 2014 - July 2015
Macquarie Group August 2012 - July 2014
Arbuthnot Latham September 2011 - August 2012
Investec June 2011 - August 2011
Deloitte June 2010 - August 2010
Skills
Economics, Corporate Finance, Investments, Financial Analysis, Investment Banking, Bloomberg, Capital Markets, Equities, Valuation, Financial Modeling, Portfolio Management
Education
University of Nottingham 2008 — 2011
B.Sc (Hons), Economics
Bournemouth School 2006 — 2008
A-Levels: Maths, Chemistry, Design, Physics, Economics
Twynham School 2001 — 2006
Double Science and Double Engineering; English; Maths, French, Geography, History, RS
Bloomberg LP August 2015 - Present
Hudson June 2014 - Present
Investec June 2013 - November 2013
Suncorp Group May 2011 - September 2012
Suncorp Group December 2010 - May 2011
Suncorp Group May 2010 - December 2010
Skills
Business Development, Finance, Banking, Account Reconciliation, Financial Services, Credit, Consulting, Business Analysis, Stakeholder Management, SDLC, Project Management, Business Process..., Change Management, Management, Project Delivery, Risk Management
Education
Queensland University of Technology 2008 — 2011
Bachelor's Degree, Finance
Nest Seekers International January 2014 - Present
Stanwood International January 2010 - Present
BNY ConvergEx December 2008 - December 2009
BNY ConvergEx Group November 2008 - December 2009
Investec September 2008 - November 2008
Ranger Services April 2007 - July 2008
Skills
Sales, Property Management, Management, Property, Commercial Real Estate, Investments, Marketing, Strategic Planning, Business Strategy, New Business Development, Negotiation, Microsoft Office, Customer Service, Account Management, Microsoft Excel, Finance, Contract Negotiation, Business Development, Project Management, Marketing Strategy, Team Leadership, Asset Management, Real Estate, Business Planning, Investment Properties, Residential Homes
Education
UCL 2002 — 2005
Politics & East European Studies, Politics, 2:1 Honours Degree
Hakotel 2000 — 2002
Investec September 2010 - June 2015
PricewaterhouseCoopers September 2007 - August 2010
Aga Khan Foundation August 2006 - September 2007
African Development Bank September 2005 - April 2006
Bayer Healthcare May 2002 - February 2003
Skills
Financial Modeling, Infrastructure, Contract Negotiation, Project Finance, Public/private..., Economics, Due Diligence, Financial Structuring, Financial Analysis, Emerging Markets, Renewable Energy, Structured Finance, Analysis, Entrepreneurship, Public-private..., Management
Education
The University of British Columbia 2004 — 2005
MA, Economics
Queen's University 1998 — 2002
BA Hons, Applied Economics
Coastal Trade Ltd 2009 - 2014
Glass, Lewis & Co. 2007 - 2009
Access Global Partners 2006 - 2007
Investec 2004 - 2006
Cantor Fitzgerald 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Equities, Bloomberg, Hedge Funds, Options, Trading, ETFs, Convertible Bonds, Proprietary Trading, Equity Trading, Trading Strategies, Traders, Capital Markets, Electronic Trading, Financial Markets, Trading Systems, Securities, Derivatives, Equity Derivatives, Technical Analysis, Alternative Investments, Portfolio Management, Investment Management, Equity Research, Asset Management, Emerging Markets, Investments, Investment Banking, Valuation, Equity Valuation, Private Equity, Finance, Venture Capital
Education
University of Pennsylvania
Finance
University of California, Berkeley
BA BS, English, Biology.
Bellarmine College Preparatory
Beneficial Holdings, Inc. June 2015 - Present
Green Econometrics March 2007 - Present
Next Generation Equity Research December 2005 - March 2007
Investec February 2003 - October 2005
Carris Company October 2001 - February 2003
Skills
SAS, Business Objects, Dashboard, Business Process..., Performance Measurement, Microstrategy, Equities, Investment Banking, Valuation, Venture Capital, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Private Equity, Analytics, Tableau
Education
CFA Institute 1990 — 1993
CFA
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (MBA), Statistics
Columbia University in the City of New York 1977 — 1981
BA, Economics, Physics
Copper & Kings American Brandy Company April 2015 - Present
MillerCoors January 2014 - March 2015
MillerCoors January 2013 - December 2013
Crispin Cider Company July 2012 - December 2012
Guy Gillespie Properties January 2011 - February 2012
Black Snow Communications October 2010 - September 2011
Investec October 2007 - August 2010
The Da Vinci Institute for Technology Management (Pty) Ltd January 2004 - September 2007
The Da Vinci Institute (Pty) Ltd October 2003 - December 2004
United States April 2003 - October 2003
Skills
Customer Relations, Personal Training, New Business Development, Banking, Wellness Coaching, Customer Service, Account Management, Coaching, Writing, Excel, Proposal Writing, PowerPoint, Business Relationship..., Microsoft Excel, Business Development, Sales Management, Negotiation, Strategy, Marketing Communications, Business Strategy, Project Management, Management, Sales
Education
University of South Africa/Universiteit van Suid-Afrika 1998 — 2000
BCOM, Business Management / Economics
Sandown High School 1992 — 1996
High School Certificate, Social Sciences
Goldman Sachs January 2015 - Present
Goldman Sachs March 2013 - December 2014
Deloitte Consulting August 2011 - March 2013
Investec May 2010 - August 2010
PwC May 2009 - August 2009
Skills
Financial Modeling, Management Consulting, Financial Analysis, Research, Risk Management, Predictive Modeling, Contingency Planning, Economics, Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Finance and Actuarial Science
Crawford College
Boulevard Realty/ l'espace maison Interior design June 2012 - Present
l'espace maison 2011 - Present
Clicks corp. 2002 - 2003
Investec July 1999 - April 2002
Skills
Marketing Strategy, Marketing Communications, Market Research, Photography, Social Media, Negotiation, Marketing, Social Media Marketing, Fashion, Advertising, Management, Direct Marketing
Education
Champions Real estate School 2012 — 2012
Real Estate Sales Person, Real Estate
Damelin 1999 — 2000
Interior Decorating, Interior Decorating
University of Cape Town 1996 — 1999
MBCOM, Marketing and Business Communications
Investec November 2011 - Present
Surge Trading October 2009 - November 2011
Finance and Process Improvement December 2006 - September 2009
Portware 2006 - 2006
Soleil Securities 2005 - 2005
Lava Trading April 2000 - November 2004
Chase September 1995 - February 2000
Chemical Banking Corporation June 1988 - September 1995
Skills
Business Intelligence, Equities, Funds Transfer Pricing, ETFs, Fixed Income, Portfolio Management, Capital Allocation, Market Structure, Investment Banking, Financial Technology, Process Improvement, Accounting, Options, CRM, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Risk Management, Capital Markets, Equity Research, Strategy, Financial Modeling, Valuation, Broker-Dealer Compliance, Broker-Dealer Operations, Connecting People, Corporate Finance, Cost Accounting, Entrepreneurial Finance, Foreign Exchange, Futures, International Equities, Management Accounting, Oracle Financials, Portfolio Construction, Professional Network, Hedge Funds
Education
Princeton University 1983 — 1988
BA, Public and International Affairs, African Studies
Woodrow Wilson School of Public and International Affairs 1985 — 1988
BA, Public and International Affairs, African Studies
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, with distinction, Finance
Webb School of Knoxville 1977 — 1983
Nativo Inc March 2014 - Present
Evite 2012 - March 2014
Investec April 2010 - March 2012
Flash Net Systems 2000 - 2011
Cartrack March 2009 - March 2010
Fugro Airborne Surveys February 2008 - February 2009
TEMM International February 2006 - February 2008
HVAC International February 2003 - February 2006
Skills
Linux, C, Application Architecture, Java, Security, System Design, C++, Microsoft SQL Server, Python, Eclipse, Oracle, Business Analysis, jQuery, JavaScript, Agile Methodologies, Git, Unix, Web Development, CSS, SQL, Software Development, Systems Analysis, MySQL, HTML5, User Experience, Web Applications
Education
North-West University/Noordwes-Universiteit 2001 — 2002
MEng, Chemistry
University of Pretoria/Universiteit van Pretoria 1996 — 2000
BEng, Electronics, Computers
The MathWorks September 2008 - Present
Authoria December 2005 - August 2008
State Street August 2005 - December 2005
Shell Oil June 2004 - August 2005
First National Bank of South Africa November 2000 - January 2004
Investec November 1998 - October 2000
IBM November 1995 - October 1998
Plan-iT November 1994 - January 1995
Skills
Software Project..., SDLC, Program Management, Project Management, Business Analysis, Business Process, Agile Methodologies, Cross-functional Team..., Requirements Analysis, Management, Requirements Gathering, Change Management, Process Improvement, Consulting, Agile Project Management, Information Technology, Software Implementation, IT Management, People Management, People Development, Account Management, Business Strategy, Customer Relations, Oil & Gas, Energy, GIS, Relationship Management, Sales, Use Case, Strategic Planning, IT Strategy, Business Management
Education
Bond University 2000 — 2002
MBA, Masters of Business Administration
University of the Witwatersrand 1991 — 1995
Bachelor’s Degree, Town and Regional Planning
Population Council 2009 - 2013
QBE Europe 2008 - 2009
Alexander Forbes 2006 - 2007
World Vision 2005 - 2006
Alexander Forbes 2003 - 2005
Investec 2003 - 2003
Mopani Copper Mines 2000 - 2002
Skills
Financial Accounting, Financial Reporting, Tax, Regulatory Compliance, Administration, Asset Management, Employee Training, Project Management
Education
Western Governors University 2015 — 2019
BS Accounting, Accounting
Edinburgh Business School 2015 — 2017
Master's degree, Business Administration and Management, General
Land Securities December 2014 - Present
Berkeley Group Holdings Plc August 2014 - December 2014
Investec September 2013 - May 2014
Certus March 2013 - September 2013
Edelman Financial Services October 2002 - January 2013
LivingNexus November 2001 - September 2002
Database Consultancy Services, Ltd. August 2001 - September 2001
Core Technology Systems (UK) Limited May 1999 - July 2001
Federated Systems Group July 1998 - April 1999
Skills
Microsoft SQL Server, SQL, T-SQL, SSRS, SSIS, Business Intelligence, .NET, Visual Studio, VB.NET, Data Warehousing, TFS, SharePoint, SSAS, MCSD, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Software Development, Scrum, SDLC, Visio, Integration, Software Project..., Kanban, Microsoft CRM, Analysis Services
Education
Kennesaw State University 1995 — 1998
BSc, Information Technology
Beachwood Boys High School 1984 — 1988
Matriculation
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Maxim Group October 2002 - Present
Investec March 2000 - October 2002
ABC Television March 1994 - June 1999
Madison Square Garden March 1994 - October 1997
HBO September 1989 - January 1994
McCollum Spielman September 1987 - September 1989
Skills
Disaster Recovery, Storage, Virtualization, SharePoint, Business Continuity, VMware, Active Directory, Troubleshooting, Windows, Leadership, Management, Servers, Data Center, Information Technology, Windows Server, Microsoft Exchange, Vendor Management, Networking, System Administration, Enterprise Architecture, Citrix, Network Security, SaaS
Education
New York Institute of Technology 1984 — 1987
BFA, Communications
Glen Cove High School 1979 — 1983
LIU Post
Communications
MCSE
The Epperson Group, Inc. February 2011 - Present
Jefferson Memorial Hospital May 2005 - May 2011
Blount Memorial Hospital July 2005 - December 2007
Morristown Hamblen Healthcare System August 2004 - May 2005
Investec 1998 - 2001
Skills
Healthcare, Public Speaking, Customer Service, Microsoft Office, Excel
Education
Florida Hospital College of Health Sciences 2003 — 2004
Nuclear Medicine Technology, Nuclear Medicine
Georgia State University 1990 — 1992
MBA, Economics
Southern Adventist University 1985 — 1989
BS Business Administration, Business
AIM Consulting Group March 2014 - Present
T-Mobile March 2010 - January 2014
GE Healthcare July 2007 - January 2009
Nordstrom February 2004 - December 2005
GiftCertificates.com March 2003 - December 2003
Nedcor December 2001 - October 2002
Investec March 2001 - July 2001
Bank One July 1999 - May 2000
Hollard Insurance November 1998 - April 1999
Standard Bank September 1995 - October 1998
Skills
Data Warehousing, Requirements Analysis, Project Management, Business Analysis, Business Intelligence, Account Management, Data Modeling, Data Architecture, Instructor-led Training, JAD, Workshop Facilitation, Methodology, Program Management, Data Management, Data Warehouse..., Business Requirements, SDLC, Dimensional Modeling, Enterprise Architecture, Software Project..., Integration, ETL, Agile Methodologies
Education
University of South Africa (UNISA)
Bachelor of Arts (B.A.)
University of South Africa/Universiteit van Suid-Afrika
Fairmount Partners June 2003 - Present
Investec June 2002 - May 2003
PMG Capital June 1996 - May 2002
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Capital Raising, Financial Analysis, M&A experience, Strategy, Equities, Start-ups, Capital Markets, Divestitures, Banking, Financial Services, Mergers & Acquisitions, Acquisitions, Competitive Analysis, Finance, Capital, Emerging Markets, Alternative Investments, Financial Advisory, Portfolio Management, Asset Management
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2002
MBA, Finance
Penn State University 1992 — 1996
Bachelor of Science, Accounting
St Basil Academy 1988 — 1992
Regions Bank August 2008 - Present
Investec 2002 - 2003
SEI Investments 1996 - 2001
Citibank 1988 - 1996
Citibank 1985 - 1987
Skills
Banking, Commercial Banking, Credit, Treasury Management, Mutual Funds, Asset Management, Commercial Lending, Cash Management
Education
Smith College 1979 — 1983
NCHS
Israel Discount Bank of New York 2012 - Present
Israel Discount Bank of New York 2007 - February 2012
Israel Discount Bank July 2006 - December 2007
Israel Discount Bank of New York January 2005 - June 2006
Investec December 2001 - December 2004
Skills
Portfolio Management, Fixed Income, Equities, Loans, Investments, Asset Management, Credit, Financial Modeling, Valuation, Securities, Capital Markets, Derivatives
Education
University of Pennsylvania 1997 — 2001
Bachelor of Applied Science (B.A.Sc.)
Grant Thornton LLP March 2012 - Present
Grant Thornton LLP (Smart BAS acquired by grant Thornton) March 2011 - March 2012
SMART Business Advisory and Consulting February 2005 - February 2011
Pearson VUE (Promissor - acquired by Pearson VUE) May 2002 - January 2005
Spherion July 1999 - April 2002
Datatec Limited August 1998 - July 1999
Paracon (Software Futures - acquired by Paracon) May 1997 - July 1998
Nedbank Private Wealth February 1996 - April 1997
Transnet - Procurement July 1995 - January 1996
Investec June 1994 - June 1995
Skills
Strategy Execution, Business Process..., Enterprise Architecture, Business Process..., Enterprise-wide..., Integration, IT Strategy, Strategy Implementation, Technology Solutions, Project Management, Management, Software Development, Agile Methodologies, Analysis, Application Architecture, Strategic Planning, Business Intelligence, Business Strategy, Business Process, Business Process..., Architectures, SDLC, Governance, Business Transformation, Business Analysis, Architecture, Consulting, Strategy
Education
University of KwaZulu-Natal 1990 — 1992
BSc, Computer Science / Economics
University of South Africa/Universiteit van Suid-Afrika 1989 — 1989
Bachelor of Science (B.Sc.) - Credits, Physics and Chemistry
Michaelhouse 1989 — 1989
Calculus, Chemistry & Physics
Inkamana high school 1984 — 1988
High School Diploma, STEM focus
Hapoalim Securities (formerly Investec) March 2006 - Present
Investec 1998 - 2006
Ernst & Company / Investec May 1994 - December 1997
Coopers & Lybrand 1987 - 1994
Skills
Financial Modeling, Capital Markets, Equities, Managerial Finance, Operational Risk, Fixed Income, Operational Risk..., Securities, Risk Management, Accounting, Financial Analysis, Finance, Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS Economics, Accounting, Decision Science
Kathy Auerbach Consulting January 2011 - Present
Credit Suisse December 2003 - December 2010
Investec 1997 - 2001
Skills
Coaching, Talent Management, Executive Coaching, Leadership Development, Organizational..., Performance Management, Team Building, Succession Planning, Organizational..., Culture Change, Strategic Planning
Education
University of South Africa/Universiteit van Suid-Afrika 1999 — 2000
Masters, Industrial Psychology
Broadcom April 2014 - Present
TeqTron Inc April 2014 - April 2015
Cisco January 2010 - March 2014
Zensar technologies January 2006 - March 2014
Investec May 2007 - February 2009
Skills
Java Enterprise Edition, Struts, Java, Servlets, Spring, JSP, Core Java, Web Services, XML, PL/SQL, Hibernate, Solution Architecture, Oracle, JMS, EJB, UML, SDLC, Oracle Agile PLM, JSON, jQuery UI
Education
University of Rajasthan 2002 — 2005
Master of Computer Applications (MCA)
Symbiosis Center For Management and Human Resource Development 2003 — 2005
Post Graduate Diploma in Human Resource Management, Human Resources Management and Services, B+
University of Rajasthan 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science, A
BMO Capital Markets April 2010 - Present
FTI Consulting February 2009 - March 2010
UBS Investment Bank July 2007 - December 2008
Deutsche Bank June 2006 - August 2006
The Buckingham Research Group March 2003 - June 2005
Investec February 2002 - February 2003
Skills
Investment Banking, Corporate Finance, Valuation, Business Analysis, Acquisition Assessment, Mergers, Due Diligence, Market Research, Cross-functional Team..., Strategic Planning, Restructuring, Equity Research, Financial Modeling, Mergers & Acquisitions, Divestitures, Finance, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphases on Accounting, Finance and Real Estate Development
Wake Forest University 1997 — 2001
BS, Business
Commerzbank AG June 2009 - September 2014
Dresdner Kleinwort Wasserstein January 2003 - June 2009
Investec April 2000 - December 2002
AXA Advisors November 1998 - April 2000
Deutsche Bank March 1997 - October 1998
NatWest March 1990 - March 1997
Skills
Financial Services, Investment Banking, Risk Management, Equities, Back Office, Business Analysis, Settlement, Fixed Income, Operational Risk, Internal Controls, Securities, Six Sigma, Derivatives, Credit Derivatives, Securities Lending, Financial Analysis, Middle Office, AML, Operational Risk..., Strategy, Anti Money Laundering, Bank Secrecy Act, KYC, Management, Auditing, Sales, Series 7
Education
Farmingdale State University of New York
Some College, Business Administration and Management, General
www.everythinghair.co.za September 2011 - Present
appening (Pty) Ltd March 2012 - September 2014
Investec August 2009 - September 2011
Skills
Entrepreneurship, Project Management, Purchasing, Supplier Negotiation, Market Research, Business Strategy, Business Planning, Strategy, Finance, Product Development, Budgets, Strategic Planning, Marketing, Online Retail, CRM, Management, Marketing Strategy, Start-ups
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2009
Bachelor of Accounting Science, Accountancy
King David Linksfield 1996 — 2003
daVinci.io September 2014 - Present
JTJ Capital, LLC April 2011 - Present
Sulmona Capital September 2007 - June 2013
Investec February 2003 - August 2007
Merrill Lynch January 1996 - November 2002
Prudential Financial June 1992 - December 1995
Education
Radford University - College of Business and Economics 1987 — 1990
Accounting
Barclays Corporate Banking June 2005 - Present
Nedcor Investment Bank October 1996 - May 2000
Investec August 1993 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Leadership, Management, Business Development, Relationship Management, Commercial Banking, Credit Risk, Banking
Education
Henley Business School 2004 — 2005
Master of Business Administration (MBA), Leadership, international business and business management, 2.1
University of KwaZulu-Natal 1989 — 1992
Bsc. Building Management, Commerse, engineering, quantity surveying, architecture, 2.1
Westville Boys High Scool 1980 — 1986
Bachelor of Science (BSc) and MBA, Commerce, Engineering, quanty surveying and architecture, 2/1
Lezarn Partners LLC April 2005 - Present
Lezarn Partners April 2005 - Present
KSH INVESTMENT GROUP September 2001 - April 2003
Investec August 2000 - September 2001
GKN securities December 1994 - December 1998
Bear Stearns August 1993 - December 1994
Lehman Brothers February 1991 - June 1993
Education
University of Maryland College Park 1987 — 1990
BS, political science
MNS International November 2014 - Present
Aegis Capital May 2014 - November 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2013 - March 2014
MKM Partners August 2012 - June 2013
Maxim Group September 2011 - August 2012
Societe Generale August 2010 - September 2011
Maxim Group January 2003 - July 2010
Investec December 2001 - September 2002
Skills
Equity Derivatives, Derivatives, Options, Equities, Bloomberg, Hedge Funds, Trading, Portfolio Management, Series 7, Commodity, Equity Trading, Technical Analysis, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Alternative Investments, ETFs, Trading Systems, Securities, Proprietary Trading, Series 63, Equity Research, Trading Strategies
Education
Saint Joseph's University 1996 — 2000
Bachelor of Sciences, Finance
Fairfield Prep 1992 — 1996
UBS Global Asset Management January 2015 - Present
UBS Global Asset Management October 2010 - January 2015
Macquarie Group February 2010 - October 2010
Investec May 2010 - June 2010
Corporate Executive Board 2008 - 2010
Skills
Financial Services, Relationship Management, Business Development, CRM, Marketing, Business Relationship..., Account Management, Lead Generation, Start-ups, Sales Operations, Investments, Business Strategy, Competitive Analysis, Customer Retention, Cross-functional Team..., Finance, Sales Process, Banking, Contract Negotiation, Sales Management, Management, Marketing Communications, Leadership, Sales, Public Relations, Strategic Planning, Management Consulting, Financial Analysis, Asset Management, Mutual Funds, Risk Management, Wealth Management, Hedge Funds, Asset Allocation, Financial Markets, Executive Management, Private Equity, Social Media Marketing, Negotiation, Equities, Alternative Investments
Education
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Options Group September 2004 - Present
Investec July 1998 - March 2004
Skills
Networking, Databases, Information Technology, IT Strategy, Executive Search, Recruiting, Active Directory, Equities, Vendor Management, Derivatives, Leadership, Analysis, Strategy
Education
New Jersey City University 1994 — 1998
BS, Computer Sciences
Investec November 2007 - Present
PricewaterhouseCoopers 1996 - 2007
Skills
Project Finance, Financial Structuring, Structured Finance
Education
University of Cambridge 1992 — 1995
natural sciences
Oliver Wyman January 2012 - Present
Ascend Worldwide August 2010 - January 2012
Investec January 2008 - March 2010
Skills
Event Planning, Legal Assistance, Executive Calendar..., Salesforce.com, Recruiting
Education
University of Kent 2003 — 2007
LLB Law, Law
Pinewood Schools
ClickZ.com April 2015 - Present
Incisive Media January 2015 - April 2015
Incisive Media January 2014 - January 2015
Incisive Media June 2011 - January 2014
Dogs Trust August 2009 - August 2009
Investec November 2007 - November 2007
IBT Partners June 2006 - June 2006
Skills
Management, Copywriting, Online Publishing, B2B Marketing, Publishing, Email Marketing, Lead Generation, Digital Marketing, Marketing Communications
Education
University of Exeter 2009 — 2011
BA Business Economics
Numis Securities March 2012 - Present
RBS Global Banking & Markets August 2009 - February 2012
Investec May 2007 - July 2009
Auerbach Grayson 2005 - 2007
UBS 1997 - 2003
S G Warburg 1989 - 1997
Education
Bethany College
Bachelor of Arts (B.A.), Economics
RBS Markets & International Banking 2012 - Present
GE Capital Treasury 2009 - 2012
Bahwan CyberTek 2008 - 2009
Investec 2006 - 2008
Newgen 1999 - 2006
Skills
Credit Risk, Capital Markets Analysis, Basel II, Document Management, Documentum, Check 21, Anti Money Laundering, Oracle, Sybase, Content Management, Project Management, Project Server, Visual C++, JSP, Data Warehousing, Business Intelligence..., Software Project..., Business Analysis, PMO, Requirements Analysis, Business Intelligence, User Acceptance Testing, Vendor Management, Data Modeling, Enterprise Architecture, Requirements Gathering, Capital Markets, ETL, Solution Architecture, Agile Methodologies, IT Strategy, Business Process Design, Dodd Frank Trade..., Business Process, PL/SQL, SOA, UML, Business Requirements, Java Enterprise Edition
Education
Maulana Azad National Institute of Technology 1996 — 1999
Master of Computer Applications (M.C.A.), Computer Science
Nagpur University 1993 — 1996
Bachelor of Science (BSc), Computer Science
Kendriya Vidyalaya 1981 — 1993