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Ross Jeffries

Ross Jeffries

Computer Programmer

Followers of Ross Jeffries210 followers
location of Ross JeffriesUnited Kingdom

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  • Timeline

  • About me

    Office & Portfolio Manager ACSI BCom

  • Education

    • University of Southern Queensland

      2010 - 2011
      Diploma of Business Administration Business

      General office administration skills. Invoicing, Sales and Purchase orders. General ledger postings, Microsoft office. Introduction to marketing, accounting, politics and CRM systems.

    • University of Southern Queensland

      2010 - 2014
      Bachelor of Commerce (B.Com.) Finance and Financial Management Services

    • Brisbane Grammar School

      1989 - 1993

    • The Chartered Institute for Securities & Investment (The CISI)

      2015 - 2017
      Investment Advice Diploma Investments and Securities Pass

      UK regulatory and professional integrity, investment risk and taxation and Securities modules covering the management of investments and investment portfolio management.

  • Experience

    • Simplicity Systems Pty Ltd

      Mar 1998 - Nov 2002
      Computer Programmer

      Wrote bespoke computer software for clients in Microsoft Visual Foxpro 6.0. Custom built, installed and maintained computer hardware to meet client's requirements. Liaised with clients to ensure design met criteria and trained accordingly.

    • Virgin Australia

      Oct 2007 - Aug 2009
      PC2X

    • NAB

      Aug 2009 - Jan 2011
      Retail Banker

    • Santander UK

      Apr 2011 - May 2013
      Personal Banker

      Retail based banking to meet client's requirements. Processed account and lending applications to suit client needs and provide support to colleagues. Assist new colleagues where required and welcome them to the team. Work with client's through both happy, and the not so happy times to provide solutions and resolve any issues they may have.

    • Charles Stanley

      Jun 2013 - now

      Supporting Investment managers within our Cambridge branch. I am responsible for the placement of trades as instructed by execution only and gold card clients as well as Investment Managers. Prepare relevant documentation for both new and existing clients and general investment related duties.I will review managed portfolios on behalf of Investment Managers and provide proposals for new clients or the addition of funds for existing clients.

      • Office & Portfolio Manager

        Jun 2019 - now

      • Senior Brokers Assistant

        Jun 2013 - Jun 2019

  • Licenses & Certifications

    • Investment Advice Diploma in Securities and Invesmtents

      Chartered Institute for Securities & Investment (CISI)

    • Bachelor of Commerce

      University of Southern Queensland
      Apr 2015