Stephen Gerber

Stephen Gerber Email and Phone Number

Managin Director at Lemon Tree Holdings @ Independent Compliance Services
cape town, western cape, south africa
Stephen Gerber's Location
City of Cape Town, Western Cape, South Africa, South Africa
Stephen Gerber's Contact Details

Stephen Gerber personal email

n/a
About Stephen Gerber

Enthusiastic, team player, innovator, initiator, promoter and developer of new ideas and processes. Capable of intense details focus, hands-on delivery as well as high-level strategic thinking at all levels in an organisation. Objective at this time: Building a group of successful businesses to generate ethical and long-term annuity streams. At the same time, to grow people and empower entrepreneurs to become successful. Building a legacy for my family and descendants.

Stephen Gerber's Current Company Details
Independent Compliance Services

Independent Compliance Services

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Managin Director at Lemon Tree Holdings
cape town, western cape, south africa
Website:
complianceservices.co.za
Employees:
5
Stephen Gerber Work Experience Details
  • Lemon Tree Holdings
    Managing Director
    Lemon Tree Holdings Jan 2012 - Present
    Cape Town, Republic Of South Africa
    Financial services consulting, asset management and collective Investment schemes. Relevant industry and regulatory training.
  • Pps Management Company
    Independent Non-Executive Director
    Pps Management Company Jul 2012 - Present
    South Africa
    Independent non-executive director of the Manco
  • Lemon Tree Holdings
    Managing Director
    Lemon Tree Holdings Jan 2012 - Present
    South Africa
    Lemon Tree is involved with the identification, screening and commercialisation of viable business ideas and innovations. Our involvement ranges from pure advisory to full operational and strategic, as the venture may require. We perform financial services consulting work, focusing on local and foreign collective investment schemes and hedge funds.
  • Independent Compliance Services
    Director
    Independent Compliance Services Sep 2011 - Present
    CIS compliance, regulatory applications for local and foreign collective investment schemes.
    View
  • Summerport (Pty) Ltd
    Md
    Summerport (Pty) Ltd 1998 - Present
    Cape Town Area, South Africa
    Focused investment opportunities.
  • Correl8 Holdings
    Director
    Correl8 Holdings May 2016 - Jan 2020
    Durbanville, Cape Town, South Africa
    Predictive analytics, data mining, dashboard representation of business metrics, according to client and industry best practice. Qliksense and software of choice.
  • Simpliphi (Pty) Ltd
    Director Of Sales And Marketing
    Simpliphi (Pty) Ltd Jun 2014 - Apr 2016
    Kenilworth
    Developing sales and marketing for a financial services-focused compliance system. SimpliPhi attends to compliance monitoring of investment portfolios in terms of Regulation 28 to the Pension Funds Act and N90 under the Collective Investment Schemes Control Act. The system, driving off Moonfire's Generator platform, is capable of performing "n" levels of look-through and has a built-in work-flow system. The system is designed by compliance officers for compliance officers. Ad hoc investment mandates are also catered for.
  • Ids Group
    Director
    Ids Group Mar 2002 - Aug 2011
    Co-founder in 2002 with Ian Hamilton. Headed up Compliance 2002, New Business 2003, Operations 2006 , Finance 2008 and Collective Investments 2010. Introduced Private Equity administration in 2007.
  • Investec Fund Managers
    Consultant - Compliance
    Investec Fund Managers Feb 2001 - Dec 2002
    Cape Town And Johannesburg
    CIS Compliance Officer and integration task team for Fedsure/Investec merger of Management companies.
    View
  • Fedsure Unit Trusts
    Compliance Manager
    Fedsure Unit Trusts Sep 1998 - Dec 2000
    Cape Town
    Compliance and management responsibilities for the Manco.
  • Norwich Holdings
    Group Company Secretary And Head Of Strategy
    Norwich Holdings Sep 1996 - Aug 1998
    Cape Town Area, South Africa
    Group Strategy, corporate secretarial, board and management committee liaison
  • Norwich Life Sa
    Internal Audit Manager
    Norwich Life Sa Oct 1990 - Aug 1996
    Cape Town Area, South Africa
    Group Internal Audit
  • Arthur Andersen & Co
    Articled Clerk
    Arthur Andersen & Co Jan 1988 - Sep 1990
    Cape Town Area, South Africa
    Articled Clerk - finished as Audit Senior, working under David Friedland, also with Isaac Lipshitz, Colin Hultzer, Gerald Diamond and Eddie Oblowitz.
  • Old Mutual
    Section Head
    Old Mutual Jul 1979 - Dec 1984
    Mutualpark, Pinelands
    Section Head in Actuarial Services, responsible for training, technical information manuals and complex manual calculations. (Before PC)
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  • Sadf
    Staff Sergeant
    Sadf Jul 1977 - Jun 1979
    Youngsfield, Cape Town
    National Service, two years, ended as Bombardier, rose to Staff Sergeant in Cape Garrison Artillery over 10 years on one and three month camps.
  • Old Mutual
    Clerk
    Old Mutual Feb 1977 - Jun 1977
    Mutualpark, Pinelands
    Temp work in Investments Division, compiling the first version of the Old Mutual Actuaries Index from first principles, using historical hard copy copies of the Financial Mail going back to 1959.
    View

Stephen Gerber Skills

Investments Management Entrepreneurship Mergers And Acquisitions Strategy Finance Risk Management New Business Development Strategic Planning Financial Services Internal Audit Business Strategy Budgets Leadership Financial Planning Powerpoint Financial Risk Auditing Team Building Windows Private Equity Venture Capital Outlook Business Training Due Diligence Financial Analysis Asset Management Equities Key Performance Indicators Microsoft Office Office Management Business Planning Financial Modeling Strategic Financial Planning Executive Management Management Consulting Marketing Accounting Analysis Corporate Finance Managerial Finance Valuation Microsoft Excel Internet Microsoft Word Problem Solving Restructuring Corporate Governance

Stephen Gerber Education Details

  • Compliance Institute Of South Africa
    Compliance Institute Of South Africa
    Compliance Practitioner
  • Stellenbosch University Gsb
    Stellenbosch University Gsb
    Organizational Leadership
  • Saifm
    Saifm
    Financial Markets
  • Financial Planning Institute
    Financial Planning Institute
    Financial Planning And Services
  • Saica
    Saica
    Accounting And Auditing
  • Uct
    Uct
    Accounting
  • Uct
    Uct
    Accounting
  • Institute Of Administration And Commerce
    Institute Of Administration And Commerce
    Insurance
  • Bosmansdam High
    Bosmansdam High
    High School Education;
  • Observatory Boys High
    Observatory Boys High
    Standard 6
  • Observatory Boys Junior School
    Observatory Boys Junior School
    Sub A To Standard 5

Frequently Asked Questions about Stephen Gerber

What company does Stephen Gerber work for?

Stephen Gerber works for Independent Compliance Services

What is Stephen Gerber's role at the current company?

Stephen Gerber's current role is Managin Director at Lemon Tree Holdings.

What is Stephen Gerber's email address?

Stephen Gerber's email address is sm****@****ica.com

What schools did Stephen Gerber attend?

Stephen Gerber attended Compliance Institute Of South Africa, Stellenbosch University Gsb, Saifm, Financial Planning Institute, Saica, Uct, Uct, Institute Of Administration And Commerce, Bosmansdam High, Observatory Boys High, Observatory Boys Junior School.

What are some of Stephen Gerber's interests?

Stephen Gerber has interest in Angling, Children, Environment, Science And Technology, Book Collecting, Walking, Innovative Thinking.

What skills is Stephen Gerber known for?

Stephen Gerber has skills like Investments, Management, Entrepreneurship, Mergers And Acquisitions, Strategy, Finance, Risk Management, New Business Development, Strategic Planning, Financial Services, Internal Audit, Business Strategy.

Who are Stephen Gerber's colleagues?

Stephen Gerber's colleagues are Christelle Granger, Storm Mc Tavish.

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