Curriculum Vitae, Last Updated 31 August 2015.
I am a 33 year old male. Born in Port Elizabeth, South Africa. Married out of community of property. No dependents and no children. Valid South African Passport & Schengen Visa & drivers license. Languages: Bilingual Afrikaans / English; received a Grade 1 Certificate for the National Taalbond Examination in 1999 & 2000; ‘Highest Niveau’ Certificate for Dutch Reading in 2000.
Registered Trader, Derivatives Compliance Officer (JSE)
Completed the following 10x RPE exams through the SAIFM: Introduction to Financial Markets (80%), Regulations (76%), Bonds (86%), Traders (71.6%), Derivatives (74%), Equities (84%), Forex (78%) & Money market (84%), all in Nov/Dec 2008; Agricultural derivatives (82%) in 2010, Derivatives Compliance (70%) in 2014.
Key Individual, Hedge Funds (FSB)
Completed the following 3x RE Exams for Financial Services Providers through the FPI: RE5 (Representative) & RE1 (Key Individual) in 2012 and RE3 (Hedge funds) in 2013.
Certified Estate Agent (CEA)
Passed the Estate Agent Affairs Board (EAAB) examination on 13 November 2003.
Paul Roos Gymnasium, Stellenbosch, 1996-2000
Matriculated in 2000 with the following 8 subjects (6 elective & 2 extra), all on higher grade: Afrikaans & English First Languages, Mathematics, Physical Science, Accounting, Economics, Computer Studies, Entrepreneurship (N3).
B.Comm (Marketing Management), University of Stellenbosch, 2001-2003
Major subjects: Statistics, Marketing, Business Management. Other subjects: Economics, Financial Accounting, Tax, Mathematics, Industrial Psychology. Member of the Golden Key International Honour Society for performance in Statistics. Academic Merit Sponsorship from Dr JP Barnard, Boston, MA, USA.
Interests & activities
I like doing ultra endurance events. Long distance cold water swims: 9.3km Freedom swim in 2011 and the 7.5km Robben island crossing in 2015. Over 150 cycling medals since 2008. Three consecutive SR awards for cycling a 200, 300, 400 & 600km within a year, 2013-2015. Did the 1230km PBP in 78hrs in 2015. Cycled 1800km from JHB to CPT over 9 days in 2009. Co-owner/organiser of the Tour de Boland stage race.
I also like traveling and have visited the following countries:
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Head of Structured Products
Courtney Capital, Stellenbosch – 4 years (from Sept 2011 to date). When the local private client derivatives market moved away from SSF’s to CFD’s in 2010, I joined Courtneycap to help launch their private client business. We added service providers and expanded our product range & client book. I started in Sandton but have since opened a Stellenbosch office.
Derivatives Trader & Portfolio Manager
Afrifocus Securities, Sandton – 3¾ years (Jan 2009 to Sept 2011). We traded local equities and derivatives (futures & options), currencies and commodities. I also did regular presentations at the JSE, sent out trading calls, and helped to create & market new products. I like the freedom that trading provides, feeling more like a hobby than a job.
Alternative Funding Solutions – start-up (Mar to Dec-2008). The company provides funding solutions to individuals, entrepreneurs & property owners. We created a network of professionals to deliver bankable solutions. I liked putting everything together (managing, negotiating, systems etc), but I disliked the amount of time spent on it, leading to an imbalanced personal life. I’m not involved anymore but the company is still running.
National Sales Manager
Asset Management Specialists – 3 years (Mar 2005 to Mar 2008). AMS was a special purpose bond originator. It catered for HNW individuals & distressed property owners. I started in IT and moved to marketing after 6 months. I relocated from CPT to PTA, joined the HO & grossed the most sales. I became responsible for KZN, FS & NC regions and was appointed National Sales Manager. Reason for leaving: company closed down.
Special Projects Department
Shoprite/Checkers Head Office – 1 year (Feb 2004 to Feb 2005). This was my first job after graduation, a newly created position as Stock Analyst for Africa’s largest retailer. I developed new business reports and worked with large volumes of data. After 6 months I was promoted to the Special Projects Team, where we implemented an automated branch order system. I gained invaluable skills at this corporate giant, but after a year I decided to move away from a salary to a position where I can determine my own income.
Courses & seminars
- 2013 – High Probability Trading by Garth Mckenzie.
- 2011 – Bloomberg. News, Fixed income, Equities, Derivatives.
- 2009 – Reuters 3000 Xtra. Data, Display, Analysis & Excel.
- 2008 – All Sharedirect courses. Equities, Trading, Strategies, FX.
- 2007 – Sales Excellence with Tony Robbins & Brian Tracey.
- 2007 – VW High Performance Driving at Kayalami
- 2006 – Advanced Property Tax, Transfer Duty & SARS, by BSP.
- 2004 – Advanced Excel by CS Holdings. I’m great with Excel.
- 2003 – Various property seminars. Treoc, P3, Hannes Dreyer.
Brilliant. I’m an early adopter & grew up with computers. I do network setup and admin, can toggle code, have a web design company, run the IT department, streamline processes, save time, do backups and move satellites.