(2018 - Present)
Location: Harrisburg, PA
Designation: Business/ Finance Manager
Faulkner Automotive Group - Subaru
(May 2014 - March 2018)
Location: Harrisburg, PA
Designation: Sales Consultant
Achievements:
Top Sales Person for 3 consecutive years, most vehicles sold
4 years won the Faulkner Automotive Group Sales contest
Automated/ Robotic FX Trading
(2016 to Present)
Private
A "Fortune 500 company"
(May 2013 - May 2014)
Location: Carlisle, PA
Designation: Shift Supervisor, mostly evenings and weekends
Legend Trading, LLC
(June 2012 - 2017)
(June 2012 - 2017)
Location: Quasar Trading, LLC
Currently trading remotely
Designation: Proprietary Trader
Qualification/ s: Series 56, Proprietary Trader - CBOE
BoE Private Clients/ BoE Stockbrokers:
(01st October 2008 – 31st January 2012)
(Subsidiary of Nedbank Group Ltd. South Africa)
(Subsidiary of Nedbank Group Ltd. South Africa)
Location:Bloemfontein
Designation: Stockbroker
Qualifications: Johannesburg Stock Exchange (JSE) - Registered Securities Trader
South African Institute of Financial Markets (SAIFM) – Registered Persons Exam –
Equity Market
South African Institute of Financial Markets (SAIFM) – Registered Persons Exam –
Currency Derivatives Market (Trader)
South African Institute of Financial Markets (SAIFM) – Registered Persons Exam –
Futures Market
South African Institute of Financial Markets (SAIFM) – Registered Persons Exam –
Bond Market (Compliance)
Exams completed for South African Institute of Stockbrokers:
Rules 1
Taxation
Exams to be completed for South African Institute of Stockbrokers:
Rules 2
Investment Advice and Portfolio Management
Finance
Reason for Leaving: I was awarded an Immigration Visa/ Green Card for the United States of America and as such decided to move my family to the United States of America.
CMS:
(01st July 2007 – 30th September 2008)
(Consolidated Monetary Servics)
Location: Bloemfontein
Designation: Property Portfolio Manager
Duties and Responsibilities: To acquire new properties for letting. To let vacant properties that were part of our portfolio. To negotiate with new and potential tenants. To liase with current tenants on all property related matters.
Reason for Leaving: Opportunity to pursue my inherent interest and affection for the stock markets and trading.
Auction Alliance:
(1st May 2004 – 30th June 2007)
(Auction Alliance Free State underwent a Management Buyout and as such we changed names to Bidz Auctioneers and Valuers, effective 01st August 2006)
Location:Bloemfontein
Designation: Business Development Manage | Marketing Manager
Duties and Responsibilities: I was called upon to complete numerous valuations whether for Capital Gains Tax purposes or insolvent estates where I was asked to opinionate on the market value or auction value of assets.
I liaised with clients varying from Banks Corporate Recovery Departments to Attorneys to Auditors to Private Individuals to Corporates looking to sell off any assets via the auction route. I was called upon to present to the above mentioned the advantages of auctions as opposed to your more common sales methods. I was fully involved in the preparation of auctions and more importantly in consulting with the seller and prospective buyer on a given auction. I was also required to negotiate the deal after an auction and to confirm the deal.
I was later appointed to handle all the marketing aspects of the branch where I was employed. This entailed ensuring that all advertisements were correct prior to going to press, that all advertisements were placed, writing editorials on past and upcoming auctions that appeared in the newspapers. I was required to liaise with all the clients so as to keep them up-to-date as to developments within our company and to circulate the latest marketing material to all clients. I also have to arrange functions where our company networked with our clients so as to ensure that we were always top-of-mind awareness. I believe that I truly grew the company in so far as brand awareness, success, turnover and finally financial profits were concerned, for as long as I was a part of the company.
Achievements: I learnt at an expedited rate how the auctioneering world works and have been present on numerous auctions that have also varied in size, locality and type of asset being sold. I was part of the reality television production by the name of
“The Block”, where Auction Alliance was the chosen auctioneer and where we received enormous publicity. I am certainly well travelled and must confess that I have seen strange “assets” being auctioned and had generated large amounts of commission both for myself and for the company that I represented.
I was also the “brain-child” and driving force behind a charity evening which we presented in Bloemfontein, where the guest speaker was Mr. Raymond Ackerman of Pick ‘n Pay. The idea and evening presented itself as a way to attract all the higher echelon and the corporate world of the Free State, to a glamorous Black Tie Function, for the purpose of branding our company but ultimately the beneficiaries were numerous charities within the Free State Northern Cape region. The evening was presented in Conjunction with The University of the Free State RAG Committee and Pick ‘n Pay Hypermarket. We raised in excess of R 640 000. 00 (South African Rand) at this function of which all proceeds were donated to charity. The evening was a resounding success and we secured major sponsorship for the next event from major banks.
Reason for Leaving: The business was in the process of being closed.
Secured Investments Trust:
(June 2001 – March 2003) Trading as Secvest
Location:Bloemfontein
Designation:Trustee
Dates of Importance: January 2001 - Appointed as co-trustee. | June 2001 - Joined Secvest | March 2003 - Resigned as trustee.
Duties & Responsibilities: During my employ at Secvest I was responsible for liaising with clients as far as investment products were concerned. These investment products entailed those as offered by the major investment and banking houses present in south Africa as well as a few based offshore. I was also responsible for the banking system as has been mentioned above and on the same level of operation.
Achievements: I was accredited in my own personal capacity by the Financial services Board. I worked closely with my ex-trustee who had enormous banking experience and who had gained this experience from both local South African banks as well as experience which he had gained while working abroad in London and New York. I have learnt a great deal about banking, the systems and have also worked with a few International financing houses.
Qualifications of Secvest: Financial Services Board (FSB) – registered as asset and fund managers.
Proudly South African (PSA) – Secvest was registered as PSA and had sponsored numerous projects varying from Cancer Association of South Africa (CANSA) to being the main sponsor of modeling shows.
Secvest had been appointed by numerous entities to act as fund and asset manager.
Employment Achievements prior to joining Auction Alliance:
I regard the following as my achievements prior to securing employment with Auction Alliance:
I setup a business brokerage and as such spent the majority of my time in Johannesburg. My activities involved identifying businesses for sale and at the same time identifying buyers to match those businesses.
I was also requested to complete valuations, including Capital Gains Tax valuations for individual clients, as well as corporates who needed their assets valued as required by the South African Receiver of Revenue.
Penta Securities:
(March 1998 –May 2001) (Previously an agent of Lowenthal & Co. later renamed Incentive Holdings, and finally named Maude Street Securities)
Location:Bloemfontein
Designation: Director | Stock Broker – Dealer | Compliance Officer | NBS Corporate Saver Administrator
Duties & responsibilities: Liaising with clients, giving opinions on shares, buying and selling shares for clients, ensuring that all orders were executed correctly, reporting back to clients once orders have been confirmed, following up with clients as to payments for shares either purchased or sold, receiving and delivering of share certificates to/ or from clients, researching of listed companies stock and generating trading ideas.
I was also the principal in charge of the NBS Corporate Saver Banking system; here my duties entailed receiving funds from clients, banking of funds received, transferring funds on client’s behalf, and all other functions related to a general bank front desk.
Qualifications: Securities Trader Examination | Compliance Officer Examination | NBS Corporate Saver User Programme
Reason for Leaving: Opportunity to start own business venture
Mellet Construction:
(June 1997 – March 1998) Construction and Property Development
Location: Bloemfontein
Designation: General Manager
Duties: My duties varied between being Site Manager, Office Administrator, Financial controller, ordering of stock for the various construction sites and arranging wages on a fortnightly basis.
Achievements: I was part of the construction and/ or upgrading of the following buildings in Bloemfontein:
- Pharmacy Refurbishment,
- “Mudd Plain Shopping Centre” refurbishment including construction of new “Pick ‘n Pay Minimarket”,
- South African Police Warehouses upgrading,
- Conversion of Technicon Hostel into Office Block
- Redesign and construction of client’s houses
Reason for leaving: I was offered a position as a stockbroker, which was my chosen and much sought after field.
