Cheryl Rosa

Cheryl Rosa

Operations Manager (Certificate in Financial Planning (NQF5) – Milpark 2016)

I have been working in the Financial Industry for almost a decade. My earlier years in the industry focused on the local space which consisted of handing of Investments, Wills, Pension, Estate Planning, and Business Assurance. In my position as the Operations Manager for South Africa, I focus on the operations of both the Johannesburg and Cape Town offices. My aim is to provide support and to grow the business portfolio while adhering to the regulators. In my spare time, I enjoy being creative by doing interior decorating, gardening and refurbishing of furniture. I am blessed to have a wonderful son who inspires and motivates me every day. I will have completed my Bachelor of Commerce degree in Financial Planning in 2020.

  • 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.”