Thomas Berry

Experience

• 

  Stellenbosch University

  Jan 2012 - Nov 2016

  Undergrad majoring in Financial and Investment Management

  • Honours in Financial Analysis

    Jan 2016 - Nov 2016

  • Student

    Jan 2012 - Dec 2015
• 

  Euro Steel

  Dec 2012 - Jan 2013

  Internship

  • Took an opportunity to gain business exposure from the bottom up – running of manufacturing unit • Acted as blue collar worker, earning minimum wage, learnt basics of the industry and how the world works at the core roots of a business• Operated an overhead crane, during the time I passed my flame cutting license, cut 5 tonnes of steel into smaller units for sale to the industry

• 

  Nucleus Supply Chain Management

  Jan 2015 - Jan 2015

  Internship

  • Acted as an intern in 3 warehouses: Edcon (small packages), drain pipes (front end truckloads), computer supply chain (high insurance)• Observed in action how business cycles were better managed keeping overheads down without own vehicles, better cost control as well as cost effective management of assets• Learnt cost structure of different logistics companies, incorporating volume, negotiating fixed prices for services needed

• 

  Independent Wealth and Prosperity

  Jun 2015 - Jul 2015

  Internship

  • Internship, observed greatest returns exposure to analytics programme with various international portfolios e.g. Black Rock, Schroders, exposure to stock allocation• Insight into local portfolios, funds and stock allocation with Coronation, Anchor Capital, Allan Gray as well as Investec and Nedbank• Learnt about employee compliances e.g. RE5, CAT 2 licences, transaction costs paid by asset managers as well as cost charged to clients• Passed FICA compliance test via www.moonstone.co.za• Attended marketing talk by Anchor Capital aimed at Financial Advisors Show less

• 

  Sanlam Investments

  Jun 2016 - Jul 2016

  Graduate Programe

  • Graduate program, exposed to all the financial services Sanlam has to offer e.g. Insurance, investments, retirement fund etc.• Insight into elements of investing e.g. passive vs. active, alternative investments, property investments, hedge funds, derivatives etc.• Understanding of insurance both long term and short term as well as exposure to the types of factors of risk such as age, health etc.• Exposure to the corporate side of business on a broad scale• Spent a large majority of the time in teams, therefore teamwork and co-operation were important in the various challenges that Sanlam gave us such as innovation, growth and leadership change• Exposed to countless conversations with both top and middle management of Sanlam Show less

• 

  PSG Asset Management

  Jan 2017 - Feb 2023

  Fund Specialist
• 

  PSG Wealth

  Mar 2023 - now

  • Head of Sales

    Aug 2024 - now

  • Portfolio Relationship Manager

    Mar 2023 - Aug 2024