craig rule

craig rule

financial advisor

About

A little more About Me… I love seeing people succeed. I love being a part of the larger plan to make things better and I love leveraging my knowledge and experience and seeing superior results. I help people achieve extra-ordinary financial results: To excel past the pack and getting ahead by implementing personal financial strategies that are innovative, cutting edge, realistic and custom built. From short term recovery to long term strategizing

Country

south africa

City

johannesburg

Industry

financial services

Skill

business process, erp, solution selling, crm, management consulting, training, consulting, management, change management, sales process, customer service, channel partners, business analytics, team management, team leadership, performance management, customer satisfaction, financial analysis, financial planning, financial services, financial risk, investment management, investment strategies, investment advisory, disability insurance, life insurance, term life insurance

Experience

inhep electronics holdings

warehouse and logistics manager

inhep electronics holdings

2009-7 - 2011-7 · 2 yrs 1 mo

* I accepted an opportunity for Warehouse and Logistics manager within Inhep electronics offered to me by our Regional Branch Manager. Key Areas of Responsibility * Procurement * Managing 4 regions and their respective warehouses * Financial Monitoring, Management and reporting * National courier tender processes – Tender, Initiate, monitor and complete * Southern Africa national distribution * Monthly preparation and presentation for Board-meetings * Performance Management and reporting * Fleet and Asset management * Management of staff for training facilitation * Monthly stock taking * Business development and retention * Producing Quotations, monitor rates and facilitating invoicing * Branch Audits Direct report: Sean Farrell – Regional Branch Manager Amount of staff directly reporting to this position: 12 staff total Reason for leaving position: An exciting opportunity arose with Clear Fusion Digital Media to expand my horizons in a unique field of expertise.

inhep electronics holdings

sales executive

inhep electronics holdings

2008-4 - 2009-6 · 1 yr 3 mos
clear fusion digital media

project manager

clear fusion digital media

2011-8 - 2012-2 · 7 mos

* A brilliant opportunity arose with Clear Fusion requiring a Project Lead/Manager for a locally filmed TV series “The Wild”. I joined a diverse team of skilled individuals to work on this production. Key Areas of Responsibility * Complete production crew management * Project & Quality Control management * Organization, execution, and monitoring of production crew * Contract renewal negotiations * Pre-Production and Post-Production setup * Product research and analysis * Supplier & subcontractor sourcing Direct report: David Wegerle – Owner Amount of staff directly reporting to this position: Production Crew consisting of 2 x Boom Mic operators, 2 x Graphics coordinators, 16 x Cameraman, 16 x Runners, 4 x Grips, 4 x Gaffers and 1 x Stage Manager. Reason for leaving position: MNET cancelled further production due to excessive running costs hence the project concluded. Notable achievements: Successfully orchestrated and managed a production crew on set.

inhep electronics holdings

warehouse assistant

inhep electronics holdings

2007-12 - 2008-3 · 4 mos

* Key Areas of Responsibility * Storekeeping * Stock control and Inventory management * Performance Management and reporting * Management of warehouse staff * Goods Receiving and Dispatching * Producing Quotations, monitor rates and facilitating invoicing Direct report: Sean Farrell – Regional Branch Manager Amount of staff directly reporting to this position: None Reason for leaving position: Offered an opportunity to become a sales executive within Inhep Electronics.

sage pastel accounting

training sales consultant

sage pastel accounting

2014-7 - 2015-7 · 1 yr 1 mo

* In July 2014 I accepted an opportunity within Sage Pastel Accounting to work with our training and development department. Key Responsibilities * Training Development and presentation * Product demonstrations * Client Business Development * Key Account Management * Sub-contractor and Business Partner monitoring * Sales, service, and management on both Private and Governmental level * Xpress, Partner and Evolution software integration * Internal and external Client relations management * Quality Assurance * Executive management liaison Direct report: Team Lead – Avril Zanato. Amount of staff directly reporting to this position: 3 support staff. Reason for leaving position: Pursued long standing interest within Financial and Wealth strategy planning. Notable achievements: Multiple phases of the training and development completed ahead of schedule. Very low change resistance from client staff and internal staff.

old mutual south africa

financial advisor

old mutual south africa

2016-4 - Present · 10 yrs 6 mos

A little more About Me… I love seeing people succeed. I love being a part of the larger plan to make things better and I love leveraging my knowledge and experience and seeing superior results. I help people achieve extra-ordinary financial results: To excel past the pack and getting ahead by implementing personal financial strategies that are innovative, cutting edge, realistic and custom built. From short term recovery to long term strategizing

sage pastel accounting

software sales consultant

sage pastel accounting

2012-12 - 2014-6 · 1 yr 7 mos

* In December 2012 I accepted a position within Sage Pastel Accounting to explore new opportunities outside of my field of expertise and so entered the world of Accounting/Finance. Key Responsibilities * Complete business management – HR, Financial, Admin and Sales * Project & Quality Control management * Business plan development, implementation, execution, and monitoring * Contract renewal negotiations * New Business development and current Business retention * Market and competition research and analysis * Supplier & subcontractor sourcing Direct report: Team Lead – Joe Ferreira. Amount of staff directly reporting to this position: 2 Installation teams consisting of 4 staff each. 8 staff in total. Reason for leaving position: Applied to work with a new division within Sage Pastel Accounting Notable achievements: Multiple successful implementation and business development projects completed and handed over to various business partners.

glass decorations

regional logistics and administration manager

glass decorations

2012-3 - 2012-8 · 6 mos

* Task and Key Responsibilities: * Inventory management * Supply chain management * Procurement * 3PL Management * Pickup & Deliver * Long-haul * Imports & Exports * Staff management * Monthly stock takes * General management & maintenance * Task management * Estimation * Budgets (3 and 6 months)

geonet financial services (pty) ltd

financial advisor

geonet financial services (pty) ltd

2015-8 - 2016-3 · 8 mos

* In August 2015 I pursued a long standing interest of mine, Wealth Planning and Strategy development. This role is as a stand-alone practitioner, with only a tied mandate from the Financial Services Provider. My financial planning expertise is more focused on investments, long term wealth creation and strategy development but I also implement the basic Financial Planning needs for clients, although these are not the main focus of my business: Key Focus Areas * Corporate Wealth and long term Insurance benefits * Retirement Annuities * Buy-and-Sell Agreements * Estate planning (Including Wills and Trusts ) * Long term Business Assurance * Life Cover * Disability Cover * Dread-disease Cover * Education Policies * Medical Aid Schemes Direct report: Own Financial Practice. Indirect compliance report to Franchise Director. Amount of staff directly reporting to this position: 1 Admin staff Notable achievements: Own Financial Practice set up from scratch.

Education

sutherland high school

sutherland high school

2002-1 - 2006-1 · 4 yrs 1 mo

Activities and Societies: Tennis, Soccer, Rugby, Athletics

craig rule's Contact Information

Email

******@***.com

Phone

(**) *** ****

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