Johnathan Daniel Drake

PERSONAL PROFILE

I am an individual who is ambitious and self-motivated. I enjoy taking opportunities that allow me to grow. I have an excellent work ethic and enjoy taking on positions with responsibility. Above all, I am a person of integrity who can be relied upon to get things done. I have a strong affinity for investments, investment vehicles and insurance. CONTACT EDUCATION

Kloof, KZN

076-***-****

adfr60@r.postjobfree.com

Institution:

Campus:

Period:

Qualification:

Institution:

Year:

Qualification:

Institution:

Year:

Subjects:

The Independent Institute of Education

Varsity College Westville

2015 – 2017

Bachelor of Commerce in law

Graduated with distinction

CTI Education Group

2013

Certificate in Information Systems Software Dev.

Matriculated – Kloof High School

2012

English, Afrikaans, History, Science, Life Science, Maths.

SKILLS EXPERIENCE

● WILLS, ESTATE PLANNING

● COMMUNICATION SKILLS

● TECHNICAL ANALYSIS

● FINANCIAL PLANNING

Company:

Period:

Position:

Responsibilities:

Skills required:

Company:

Period:

Position:

Responsibilities:

Skills required:

Company:

Period:

Position:

Responsibilities:

Company:

Period:

Position:

Skills required:

Responsibilities:

Skills required:

Setzkorn Health and Wealth

01-04-2020 - Present

Financial Advisor

Paraplanning, administration, estate planning,

client acquisition, sales.

Verbal communication, knowledge of financial

products, tax, insurance, estate planning and

investments.

DeVere Acuma Insurance Brokers (Dubai)

01-02-2020 - 31-03-2020

Fintech Associate

Marketing, client acquisition, client service

Verbal communication, sales

Setzkorn Health and Wealth

05-03-2018 - 01-01-2020

Para-planner

Paraplanning, administration, estate planning,

client acquisition, sales.

Varsity College

01-11-2017 - 28-02-2018

Registration Assistant

Client-facing

Assisting students with registration

Verbal communication

ACHIEVEMENTS

18 Distinctions

in 3 years of studies

Treasurer

Students for Law and Social Justice

2016 - 2017

INTERESTS

● COMMODITY TRADING

● INVESTING

● CRYPTOCURRENCY

● HEALTH AND FITNESS

● FINANCIAL/LEGAL BLOG

REFERENCES

Call me for

references

Contact this candidate