Conservation Ambassador

• Aug 2022 - Present

Front Office Banking Officer

• Sep 2020 - Jun 2022

Broker Sales Associate

• Aug 2018 - Dec 2019

Assisted the Executive Team in maintaining a robust custodial network supported by three “Top 50” global banks and bolstered them with numerous local banking and dealer relationships, giving our clients access to custody and trading in 60+ countries. Built global relationships with high net worth investors and custodians on the foundation of trust and transparency to help with multi-asset execution, account custody services, custody alternatives, cryptocurrencies and cash management services.Supported the Compliance Team on risk mitigation projects and proactively identified and managed potential discrepancies while brining awareness to relevant regulations and policies.Represented the company at various professional events including negotiations and conferences.

Trust and Fiduciary Apprentice

• Aug 2017 - Oct 2017

Assisted the Head of Trust and Fiduciaries by managing complex trust books with attention to risk management issues including discretionary actions, ongoing tax planning, communication with co-trustees, beneficiaries, professional advisors and coordination of investment dialogue. Shadowed the Sr. Operations Officer to understand legal affairs arising from trust documents and account administration while coordinating and facilitating new account openings in accordance with stated procedures of client onboarding activities to deliver a seamless experience.