Xoliswa Phantsi has held various roles including Project Coordinator at the University of the Free State, Client Associate at Edge Growth, and Internships at the Department of Rural Development and Land Reform, University of the Free State, and Nashua Mobile Franchise. With a Master's degree in Development Finance from the Graduate School of Business at the University of Cape Town, Xoliswa has a strong background in project management, research, statistics, and client services.
July, 2021 - present
October, 2019
Senior Client Associate/wealth Advisor at TrinityPoint Wealth
Private Client Associate at Perigon Wealth Management, LLC
Client Associate at Core Assurance Partners
Client Associate at Folger Nolan Fleming Douglas Incorporated
Client Associate Assistant at Core Assurance Partners