Lisa Lourie Email & Phone Number
Who is Lisa Lourie? Overview
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Lisa Lourie is listed as Group Operations at Cometa Trading, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Lisa Lourie.
Lisa Lourie previously worked as Group Operations Manager at Cometa Trading and Operations Manager at Kiff Kombi Tours. Lisa Lourie holds Bcom (Hons.) Financial Analysis And Portfolio Management, Finance, General, Degree Awarded In The Second Class, Division One from University Of Cape Town.
Email format at Cometa Trading
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About Lisa Lourie
Lisa Lourie is a Group Operations at Cometa Trading. She possess expertise in self management, financial planning, networking, financial modeling, investments and 19 more skills.
Listed skills include Self Management, Financial Planning, Networking, Financial Modeling, and 20 others.
Lisa Lourie's current company
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Lisa Lourie work experience
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Operations Manager
Consultant
Part-time work for Allan Gray (remote) on a large compliance project.
Culinary School - Student
I took one year off work to attend culinary school - the culinary arts always having been a passion of mine. Within this year, I worked for two months in the kitchen at Chefs Warehouse - Beau Constantia.
Client Relationship Manager
- The role entails looking after the investment servicing needs of a panel of Allan Gray’s high net-worth clients by providing an exceptional standard of personalised service to ensure retention of client assets:
- Serve as primary client contact
- Develop and strengthen client relationships
- Up-to-date knowledge on current affairs, processes, products, investments, legal and tax
- One-on-one meetings with clients; this involves travel
- Organise client events; frequent round… Show more The role entails looking after the investment servicing needs of a panel of Allan Gray’s high net-worth clients by providing an exceptional standard of personalised.
Key Account Consultant
This role entails servicing Allan Gray’s top tier of independent financial advisers (IFAs), assuming full responsibility for all decision making. The role includes:- Full competency in processes and advanced technical knowledge across unit trust, LISP, life and offshore investment products- Required to effectively communicate with IFAs on a day-to-day.
Operations Consultant
The main responsibilities of this role include the accurate processing of investment instructions and engaging with clients in this regard. I was required to:- Process all daily client transactions received via workflow- Ensure accurate record-keeping - Keep up to date with Allan Gray and industry product knowledge (life products in particular)- Maintain a.
Lisa Lourie education
Bcom (Hons.) Financial Analysis And Portfolio Management, Finance, General, Degree Awarded In The Second Class, Division One
Postgraduate Diploma In Financial Planning, Financial Planning And Services, Distinction
Bsocsci. Politics, Philosophy, Economics (Ppe), Social Sciences
Matric, Distinction
Diploma In Culinary Arts & Patisserie, Culinary Arts/Chef Training, Distinction - Top Of Class
Frequently asked questions about Lisa Lourie
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What company does Lisa Lourie work for?
Lisa Lourie works for Cometa Trading.
What is Lisa Lourie's role at Cometa Trading?
Lisa Lourie is listed as Group Operations at Cometa Trading.
Where is Lisa Lourie based?
Lisa Lourie is based in City Of Cape Town, Western Cape, South Africa while working with Cometa Trading.
What companies has Lisa Lourie worked for?
Lisa Lourie has worked for Cometa Trading, Kiff Kombi Tours, Allan Gray Proprietary Limited, South African Chefs Academy, and Allan Gray.
How can I contact Lisa Lourie?
You can use AeroLeads to view verified contact signals for Lisa Lourie at Cometa Trading, including work email, phone, and LinkedIn data when available.
What schools did Lisa Lourie attend?
Lisa Lourie holds Bcom (Hons.) Financial Analysis And Portfolio Management, Finance, General, Degree Awarded In The Second Class, Division One from University Of Cape Town.
What skills is Lisa Lourie known for?
Lisa Lourie is listed with skills including Self Management, Financial Planning, Networking, Financial Modeling, Investments, Business Analysis, Customer Relationship Management, and Financial Services.
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