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@truffle.co.za
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1 phone found area 784
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LinkedIn matched
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Simone Sharman Cfp® is listed as Head of Business Development at Truffle Asset Management at Truffle Asset Management, a company with 17 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at truffle.co.za, phone signal with area code 784, and a matched LinkedIn profile for Simone Sharman Cfp®.
Simone Sharman Cfp® previously worked as Head Of Business Development at Truffle Asset Management and Head: Retail Distribution at Truffle Asset Management. Simone Sharman Cfp® holds Post Graduate Diploma, Financial Planning And Services, Distinction from University Of The Free State/Universiteit Van Die Vrystaat.
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AeroLeads found 1 current-domain work email signal for Simone Sharman Cfp®. Compare company email patterns before reaching out.
I have a passion for the financial services industry, where I've worked for the last ten years. I started my career as a financial planner. I then moved to a national business development role where I lead a team that carries out the distribution, sales and marketing of a focussed suite of investment products for an independent asset manager in Johannesburg.
Listed skills include Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, and 18 others.
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A career timeline built from the work history available for this profile.
South Africa
I joined Truffle in 2018 as the Head of Retail Distribution and assumed responsibility for both the marketing and retail sales functions. Effective 1 August 2019 my role changed to include the overall business development function which includes servicing institutional investors.
Pretoria Area, South Africa
Wealth Manager at PSG Wealth focusing on the construction of investment portfolios & financial planning for high net worth clients and families.I joined PSG in 2014 as an Investment Specialist, which exposed me to a broad range of technical information, incl equity and fixed income research. Since then, I have worked closely with one of the company’s.
Pretoria Area, South Africa
Responsible for the set-up of new offices around South Africa. Provided training and arranged events, functions and expo’s to create brand awareness. I enjoyed the public relations aspect of this role which allowed me to develop business relationships with both existing and prospective clients, focusing on improving our brand awareness and client experience.
Pretoria Area, South Africa
One of 4 successful applicants to be chosen for the programme. I worked while studying full time. The programme included training on sales skills and financial products. It provided practical working experience in the field as I gave financial advice to clients on the Old Mutual range of products. I met all sales targets while maintaining my academics.
Other employees you can reach at truffle.co.za. View company contacts for 17 employees →
Leyyah Hoosen
Colleague at Truffle Asset ManagementCity Of Cape Town, Western Cape, South Africa, South Africa
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LH
Lindsay Hall
Colleague at Truffle Asset ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa
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NA
Nicole Agar
Colleague at Truffle Asset ManagementCape Town, Western Cape, South Africa, South Africa
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KM
Keitumetse Maake
Colleague at Truffle Asset ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa
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GS
Gerda Steyn
Colleague at Truffle Asset ManagementJohannesburg Metropolitan Area, South Africa
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NC
Nicholas Crotty, Cfa, Cipm
Colleague at Truffle Asset ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa
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ND
Natalie Dascalu
Colleague at Truffle Asset ManagementCity Of Cape Town, Western Cape, South Africa, South Africa
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IP
Iain Power
Colleague at Truffle Asset ManagementCity Of Cape Town, Western Cape, South Africa, South Africa
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EM
Ethel Mankge
Colleague at Truffle Asset ManagementJohannesburg Metropolitan Area, South Africa
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SB
Samkeliso Bridget N
Colleague at Truffle Asset ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa
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Academic Awards: Top Overall Student, Top achiever in the Case Study Module
Activities and Societies: Fin'est and CommerciiSubjects: Equity valuation, fixed income securities, investment management, portfolio.
Voted onto the Executive Committee for Fin'est: which is the student society for Financial and Investment Management Students Charity.
Head Girl of the school Head of House Public Speaking A team Athletics Team Captain
Quick answers generated from the profile data available on this page.
Simone Sharman Cfp® works for Truffle Asset Management.
Simone Sharman Cfp® is listed as Head of Business Development at Truffle Asset Management at Truffle Asset Management.
AeroLeads has found 1 work email signal at @truffle.co.za for Simone Sharman Cfp® at Truffle Asset Management.
AeroLeads has found 1 phone signal(s) with area code 784 for Simone Sharman Cfp® at Truffle Asset Management.
Simone Sharman Cfp® is based in City Of Johannesburg, Gauteng, South Africa while working with Truffle Asset Management.
Simone Sharman Cfp® has worked for Truffle Asset Management, Golden Key International Honour Society, Psg Wealth, Vecto Petroleum, and Old Mutual.
Simone Sharman Cfp®'s colleagues at Truffle Asset Management include Leyyah Hoosen, Lindsay Hall, Nicole Agar, Keitumetse Maake, and Gerda Steyn.
You can use AeroLeads to view verified contact signals for Simone Sharman Cfp® at Truffle Asset Management, including work email, phone, and LinkedIn data when available.
Simone Sharman Cfp® holds Post Graduate Diploma, Financial Planning And Services, Distinction from University Of The Free State/Universiteit Van Die Vrystaat.
Simone Sharman Cfp® is listed with skills including Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Planning, Investments, and Management.
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