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Jerry George, CFA

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Kochi, Kerala, India

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Timeline
About me
Vice President - Operations
Education
- St Alberts College. Ernakulam
  -
  Bachelor of Commerce (B.Com.) Taxation
- The ICFAI University, Tripura
  -
  Master of Financial Analysis Investments and Securities
Experience
- Cochin Stock Brokers Ltd
  Jan 2004 - Jul 2016
  - General Manager ( Officiating ) , Compliance Officer
    Apr 2015 - Jul 2016
  - Assistant Manager (Product Head - Derivatives )
    Aug 2012 - Mar 2015
  - Officer ( Settlement and Clearing )
    Apr 2006 - Jul 2012
  - Junior Officer (Settlement and Clearing )
    Apr 2005 - Mar 2006
  - Data entry Operator and Broker Relations
    Jan 2004 - Mar 2005
- Moat Financial Services Pvt Ltd ( a SEBI registered PMS company )
  Aug 2016 - Jan 2018
  Principal Officer
- Ethwealthics
  Jan 2018 - Dec 2018
  Co-Founder
  A Startup firm based on RoboAdvisory ( Investment Management )
- Club Millionaire Financial Services Private Limited
  Jan 2019 - now
  Vice President
Licenses & Certifications
- Certificate Program in Data Science CPDS (Advance)
  National Institute of Securities Markets (NISM)
  Jan 2024
- CFA
  CFA Institute
  View certificate