Relationship Manager at Resilience Asset Management @ (November 2024 - December 2025)
Practice Manager @ The Financial Coach (January 2020 - October 2024)
Senior RFP Writer and Head of Consultant Databases @ BMO Global Asset Management (EMEA) (January 2007 - January 2020)
RFP Writer @ (March 2005 - February 2007)
Consultant Database Manager @ (October 2003 - March 2005)
Catherine Bertram Education
Milpark Education
Bachelor of Commerce - BCom (Financial Planning and Services)
2021-2024
Milpark Education
Postgraduate Degree (Financial Planning and Services)
2025
Catherine Bertram Summary
Catherine Bertram, based in Cape Town, WC, ZA, is currently a Independent Financial Advisor at Solutions 2 Wealth. Catherine Bertram brings experience from previous roles at Resilience Asset Management, The Financial Coach, BMO Global Asset Management (EMEA) and Black R. Catherine Bertram holds a 2021 - 2024 Bachelor of Commerce - BCom in Financial Planning and Services @ Milpark Education. Catherine Bertram has 1 emails on RocketReach.
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