Rose Van Heerden is an experienced finance professional with a strong background in portfolio administration and client relationship management. Currently serving as a Portfolio Administrator at Truffle Asset Management since March 2022, Rose previously held roles at ABSA Stockbrokers and Portfolio Management as a Client Relationship Officer, where responsibilities included running valuation and performance reports. Early career roles include assisting Portfolio/Wealth Managers at Sanlam Private Wealth and working as an Assistant Trader, where tasks involved trade execution and transaction monitoring. Rose's extensive experience in financial services began at J.P. Morgan as a Trade Support Specialist. Academically, Rose holds a BCom (Honours) in Finance and Investments and a Bachelor of Commerce in Economics and Finance from the University of the Western Cape.
Sign up to view 0 direct reports
Get started