Kylie Jerg

Portfolio Manager

Adviceworx Umhlanga

Jun, 2018 - Present

Umhlanga, South Africa

Portfolio Manager, Trader Technical analyst, KI

Banyan Private Wealth (Pty) Ltd

Dec, 2015 - May, 2018

Durban, South Africa

Private Client Sales and Portfolio Management Sales Trader, Technical Analyst

Saxo Capital Markets (PTY) Ltd

May, 2012 - Dec, 2015

Durban, South Africa

Sales Trader, Technical Analyst, Introducing Broker

Newstreet brokers (PTY) Ltd

Jul, 2010 - May, 2012

Durban, South Africa

Private Client Sales and Portfolio Management

SA Derivatives (PTY) Ltd

Jun, 2009 - Jul, 2010

Umhlanga, South Africa

Private Client Sales and Portfolio Management

Market Wizards (PTY) LTD

Aug, 2006 - Jul, 2009

Umhlanga, South Africa

Applications Engineer and Sales Agent for KZN and Eastern Cape

Intamarket (PTY) LTD

Jan, 1993 - Jul, 2006

Durban, South Africa

Other, Technical Analysis and Position sizing Risk Management

THE TRADING ACADEMY, Durban, South Africa

Jun, 2005 - Dec, 2005

Other, MS, DOS & PC MANAGEMENT

Other, Durban, South Africa

Jan, 1997 - Mar, 1997

Registered Persons Exams (RPE)

Financial Services Board, South Africa

2014

Charter

Chartered Market Technicians Association, United States

2010

Traders Exam

JSE, South Africa

2010

Regulatory Exams

SAIFM, South Africa

2010

National Higher Diploma Production Management

Durban University of Technology, South Africa

1998

MICROSOFT OFFICE

English