logo
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Portfolio Manager
Afrifocus SecuritiesPortfolio Manager
Feb. 2020Johannesburg Metropolitan Area
Portfolio Manager (Investments)
Absa GroupPortfolio Manager (Investments)
Apr. 2014 - Jun. 2019Investment Manager (Portfolio Manager) that manages investments in various asset classes (local and offshore) such as listed equities, listed property shares, ETFs, bonds and cash for high net worth clients. I give investment advice to clients as well as network with financial advisers who refer new assets / investment portfolios to me (new business development).
Portfolio Manager (Investments)
Afrifocus SecuritiesPortfolio Manager (Investments)
Aug. 2013 - Mar. 2014sandton, gautengI successfully managed my clients investments on a full discretionary basis. I invested my clients funds in a portfolio of listed equities (shares / stocks) listed on the Johannesburg Stock Exchange (JSE). Some of the clients wanted a managed futures account whereby I invested their funds in a portfolio of derivatives (single stock futures). I also advised my non-discretionary clients which shares they should or should not be buying. I executed trades in the stock market for a hedge fund and for retail clients. I engaged in business development by trying to attract new clients
Portfolio Manager (Investments)
Imara SP Reid StockbrokersPortfolio Manager (Investments)
Aug. 2007 - Jul. 2013I successfully managed my clients investments on a full discretionary basis. I invested my clients funds in a portfolio of listed equities (shares / stocks) listed on the Johannesburg Stock Exchange (JSE). Some of the clients wanted a managed futures account whereby I invested their funds in a portfolio of derivatives (single stock futures). I also advised my non-discretionary clients which shares they should or should not be buying. I executed trades in the stock market for a hedge fund and for retail clients. I engaged in business development by trying to attract new clients
Treasury Sales
Bidvest Bank LimitedTreasury Sales
Jan. 2002 - Dec. 2005I submitted Credit Applications for businesses who wanted a line of credit from the bank. Some of the clients (mostly importers and exporters) also needed foreign exchange from the bank
Forex Dealer
Decillion Treasury OutsourcingForex Dealer
Jan. 2000 - Aug. 2000Assisting the team to attain the best foreign exchange rates for clients who were importers or exporters

Requests

Touchpoint image
0
Personal Pitch
Expert Stock Portfolio Management
Intch is a Professional Networking App for the Future of Work
100k+ people
130+ countries
AI matching
See more people like Warren on Intch
Investor & VC
21784 people
31
Regulatory and Public Policy specialist @ Kembali Consulting
23
Founder @ Metatron
34
Executive Director @ Racheals Investment Private Limited
Investor & VCPortfolio Manager
3444 people
34
Executive Director @ Racheals Investment Private Limited
15
Founder @ Conservest Africa
17
Director of data and analytics @ Omnipresent