Elsworth A. Moss

Elsworth A. Moss

Payroll Administrative Assistant

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  • Timeline

  • 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 Services

      Aktywność i stowarzyszenia:International Business Club & Economics Club

  • Experience

    • RBD Auburn Library

      Jan 2003 - Jan 2003
      Payroll Administrative Assistant

      Performed 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 2005
      Co Founder

      Designed 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 2010
      Co Founder / CEO

      Party 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 2009
      Senior Teller

      Service 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 2010
      Customs Officer

      Draft 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 - now
      Assistant Securities Trader / Relationship Officer

      Transmit 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 Bahamas
      Jan 2014
    • Discretionary Management Representative

      Securities Commission of the Bahamas
      Jan 2014
    • Trading Representative

      Securities Commission of the Bahamas
      Jan 2014
    • Securities Investment Advisor

      Securities Commission of the Bahamas
      Jan 2011