Henry Poulos Cfp®

Henry Poulos Cfp® Email and Phone Number

Wealth Manager & Owner at Beta Wealth @ Beta Wealth Financial Services
constantia, western cape, south africa
Henry Poulos Cfp®'s Location
City of Cape Town, Western Cape, South Africa, South Africa
Henry Poulos Cfp®'s Contact Details

Henry Poulos Cfp® work email

Henry Poulos Cfp® personal email

n/a
About Henry Poulos Cfp®

-Consistent, persistent and passionate.-Always striving for integrity. -Goal orientated.-Dynamic and proactive.-Team player and relationship orientated.

Henry Poulos Cfp®'s Current Company Details
Beta Wealth Financial Services

Beta Wealth Financial Services

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Wealth Manager & Owner at Beta Wealth
constantia, western cape, south africa
Website:
betawealth.co.za
Employees:
3
Henry Poulos Cfp® Work Experience Details
  • Beta Wealth Financial Services
    Independent Financial Planner
    Beta Wealth Financial Services Nov 2016 - Present
    Constantia
    Get in touch if you need help with your financial goals. The aim is to become financially free and to not be fully reliant on your next salary payment. I believe I can help you get there! - Budgeting- Cover- Investments- Taxation- Advice- Service
    View
  • Sewoon Viva
    Teacher
    Sewoon Viva Aug 2015 - Aug 2016
    South Korea
    Native English teacher to school students in South Korea.Role includes:Curriculum development and lesson preparation.Management of over 60 students.Other responsibilities such as report cards, parent feedback and grading.
  • Anchor Foods
    Procurement Manager
    Anchor Foods Apr 2012 - Aug 2015
    Cape Town Area, South Africa
    -Management of procurement chain and team, FMCG.-Purchasing of +- R 75 000 000 worth of product for production and sales per annum.-Managing internal controls in the procurement process.-Managing stock count process at DC.-Providing reports and feedback to MD, directors and department managers.-Relationship management with suppliers.
  • Jhi
    Commercial Property Broker
    Jhi Oct 2011 - Mar 2012
    Cape Town Area, South Africa
    -Leasing and sales in Cape Town CBD and surrounding areas.-Develop relationships with commercial property managers and owners.-Market properties and promote property portfolio.
    View
  • Waic Welding
    Sales Representative
    Waic Welding Feb 2011 - Sep 2011
    Cape Town Area, South Africa
    -Promotion and sales of welding equipment.-Develop relationships and promote products to store managers and distributors.-Develop new channels and grow customer base.-Assist with supply chain management.-Assist with stock control and stock count.
  • Pps
    Financial Advisor
    Pps May 2010 - Jan 2011
    Cape Town Area, South Africa
    -Marketing and sales of insurance and investment products.-Following leads and making contact with existing members.-Servicing the needs and providing updates and solutions to client policies.-Developing new leads and channels via personal network and other resources to grow client base.-Keeping up to date with market developments and product offerings.
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  • J.P. Morgan
    Valuations Specialist
    J.P. Morgan May 2008 - Apr 2010
    Cape Town Area, South Africa
    - International pricing team.- Promoted within a year to 406 level within the team.- Main responsibility was to ensure that individual assets are valued at correct prices.- Performing checks on bonds, shares, exchange rates and other non-conventional assets.
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  • Standard Bank Group
    Reference Data Analyst
    Standard Bank Group Jul 2007 - Jan 2008
    London, United Kingdom
    -Temp contract utilizing a one year work visa within the reference data team at Standard Bank Plc Investment Bank in London.-Various projects within reference data including analysis and reorganization of mandate netting agreements database (inter bank legal contracts). -Subsequently placed with the responsibility to provide reports for external auditors needing confirmations for corporate clients.
    View
  • Grant Thornton South Africa
    Audit Trainee
    Grant Thornton South Africa Jan 2007 - May 2007
    Cape Town Area, South Africa
    -Interaction, learning from and training on areas of knowledge within the audit field.-Exposure to constantly changing business environments on different audits.
    View

Henry Poulos Cfp® Education Details

Frequently Asked Questions about Henry Poulos Cfp®

What company does Henry Poulos Cfp® work for?

Henry Poulos Cfp® works for Beta Wealth Financial Services

What is Henry Poulos Cfp®'s role at the current company?

Henry Poulos Cfp®'s current role is Wealth Manager & Owner at Beta Wealth.

What is Henry Poulos Cfp®'s email address?

Henry Poulos Cfp®'s email address is he****@****h.co.za

What schools did Henry Poulos Cfp® attend?

Henry Poulos Cfp® attended Usb, University Of Cape Town, Bishops.

Who are Henry Poulos Cfp®'s colleagues?

Henry Poulos Cfp®'s colleagues are Brian Askew, Peter Mark Hodgson.

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