Office Manager (Certificate in Financial Planning (NQF5) – Milpark 2016)
Cheryl has been working in the Financial Planning Industry for over 5 years, her main strength is based in administrative support where she regularly deals with clients on a daily basis. Cheryl first started out in the world of finance handling investments, wills, pensions and estate planning in the South African local space. Cheryl’s current focus is in assisting the South African team and supporting them in growing their business portfolio in local and off shore investments, all while raising her own child.
Biggest Recent Achievement: Setting up the South African office from conception in 2018.
Favourite Quote: “Be who you are and say what you feel because those who mind, don’t matter and those who matter, don’t mind” – Dr Seuss.
Hobbies: Being creative in the area of interior decorating and refurbishing of furniture.
What Cheryl’s Customers Say
“We have known and worked with Cheryl for over 2 years prior to her moving to Holborn Assets LLC – South Africa, where we have continued having an excellent relationship with her. We can highly recommend Cheryl who is always willing to help, is friendly, professional, responsive and organized. Cheryl manages and guides us efficiently and patiently with all our financial needs and requirements. She effectively manages and supports the new Johannesburg Holborn Specialist Financial Office and Team Members in their daily activities, ensuring efficient functioning of the office through a range of managerial, administrative and financial tasks.”
+27 39 312 0421
LinkedIn Profile: Cheryl Rosa