Ryan Bartlett
Finance
Johannesburg
Summary
Dynamic finance professional with a proven track record of delivering strategic financial solutions in fast-paced environments. Possessing a strong analytical mindset, adept at financial modeling, risk management,investment analysis and tax. Committed to driving business growth through insightful financial strategies and meticulous attention to detail. Excel in collaborating with cross-functional teams to achieve organizational objectives. Seeking to leverage expertise in finance to contribute effectively to a dynamic and forward-thinking company.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Wealth Manager
Carrick Wealth
3 2021 - 03.2024
· Offshore and local wealth management
· Foreign/local tax and currency
· Financial consulting
· Servicing new and existing portfolios
Financial advisor
Hereford Group
09.2019 - 01.2021
Business account sales
Kyocera Corporate Business Solutions
02.2018 - 07.2019
Education
Gr 12 -
Jeppe High School for Boys
Diploma - undefined
Pearson's Institute CTI
Skills
Financial advisor
undefinedCitizenship
South African
Personal Information
- ID Number: 9809185038085
- Date of Birth: 09/18/98
- Driving License: code B
- Marital Status: Single
Certification
RE5
Timeline
Financial advisor
Hereford Group
09.2019 - 01.2021
Business account sales
Kyocera Corporate Business Solutions
02.2018 - 07.2019
Private Wealth Manager
Carrick Wealth
3 2021 - 03.2024
Gr 12 -
Jeppe High School for Boys
Diploma - undefined
Pearson's Institute CTI
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