
Elsworth A. Moss
Payroll Administrative Assistant

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About me
Assistant Securities Trader & Relationship Officer at Global Private Portfolio Management
Education

Securities Training Institution
-Series 7 license Investments and Securities 85% passing score
College of the Bahamas
-Equivalent credits for Environmental Design Degree
Kingsway Academy
-High School Diploma Seven BGCSE's in Mathematics, Economics, Physics, Technical Drawing, Biology, English & Art
Auburn University
-Bachelor's degree Finance and Financial Management ServicesAktywność i stowarzyszenia:International Business Club & Economics Club
Experience

RBD Auburn Library
Jan 2003 - Jan 2003Payroll Administrative AssistantPerformed general administrative duties, maintained accurate inventories of supplies on hand and arranged stock in storageRecorded and distributed employee pay checks

Garbage Monsters
Jan 2004 - Jan 2005Co FounderDesigned business model and company structureDesigned and prepared financial budget plan, pricing structure and service contractsMarketed service contracts to college property managersCoordinated service times and payment plansSelected and ordered supplies and equipmentRecruited and trained employees

Young Boss Entertainment
Jan 2006 - Jan 2010Co Founder / CEOParty and event promoterDesigned business model and company structurePrepared financial budget plan Coordinated venues and dates of eventsSelected and ordered suppliesDesigned flyers & marketed eventsRecruited and trained contract workers

Scotiabank
Jan 2006 - Jan 2009Senior TellerService personal and business clients needsPromote the bank's products, services, alternate delivery channels and referral opportunitiesContribute to overall business objectives of the branchPerform administrative duties including the organization and maintenance of the filing system

Bahamas Customs
Jan 2009 - Mar 2010Customs OfficerDraft and check customs entriesCalculate duty on all imports (alcohol, spirits, oil, gas etc.)Ensure all revenue is collected for public treasury

Global Private Portfolio Management Ltd.
Jan 2011 - nowAssistant Securities Trader / Relationship OfficerTransmit client instructions and trade ordersPortfolio management Monitor and adjust portfolios to reflect client's investment policy Monitor and cover currency debitsMaintain accurate internal accounting Process management fees and fund retrocessions Cash reconciliationSecurities reconciliationSecurities and cash bookingTransmit client and internal correspondence Perform administrative duties including the organization and maintenance of client files Pokaż mniej
Licenses & Certifications

Advising Representative
Securities Commission of the BahamasJan 2014
Discretionary Management Representative
Securities Commission of the BahamasJan 2014
Trading Representative
Securities Commission of the BahamasJan 2014
Securities Investment Advisor
Securities Commission of the BahamasJan 2011
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