Experience

Tenet Bank

• Cayman Islands
• Banking
• 1 - 100 Employee

• Managing Director

  • Jul 2023 - 6 months

  Cayman Islands



Cartan Group

• Cayman Islands
• Business Consulting and Services
• 1 - 100 Employee

• CEO

  • Mar 2019 - 4 years 10 months

  Providing fintech management consulting services to institutional clients around the world. Cartan helps organizations unite sound business strategy with a powerful technology engine to deliver unprecedented value. We work hard to develop strong and lasting relationships with our clients and position them for sustainable success.



Code Cayman

• Cayman Islands
• IT Services and IT Consulting

• Director

  • May 2019 - 4 years 8 months

  Cayman Islands



Sterling Global Financial

• Bahamas
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Feb 2018 - Feb 2019

  Cayman Islands



60 Degrees Group, Ltd.

• Associate

  • May 2015 - Feb 2018

  Cayman Islands



Caledonian Bank Limited

• Senior Analyst

  • Jan 2013 - Apr 2015

  Cayman Islands - Introduced and spearheaded the daily reporting of regulatory capital adequacy, financial statements, banking activity, and client statistics that drives day-to-day management of asset allocation - Provided business intelligence and management reporting to senior executives; proposed revised fee schedule that increased annual revenues by $300K and prepared board presentations for multiple Caledonian entities - Identified and recommended improvements for core and online banking systems;… Show more - Introduced and spearheaded the daily reporting of regulatory capital adequacy, financial statements, banking activity, and client statistics that drives day-to-day management of asset allocation - Provided business intelligence and management reporting to senior executives; proposed revised fee schedule that increased annual revenues by $300K and prepared board presentations for multiple Caledonian entities - Identified and recommended improvements for core and online banking systems; core banking system changes increased annual revenues by >$500K and streamlined online outgoing wire process saved 5 work hours per day - Created financial models to evaluate NPV / IRR of real estate investment opportunities in the United States, resulting in 5 separate investments totaling >$10M - Supervised and administered the loan portfolio including payment collection, past due reporting, and portfolio statistics; cost savings of >$100K per annum from external consultant - Managed special bank projects including implementing a new centralized project management and task system, transitioning clients to a new online banking system, and leading operational change management initiatives Show less



Lionhart (Canada) Limited

• Investment Analyst

  • Sep 2010 - Dec 2012

  Toronto, Canada Area - Built financial models and comparable tables to evaluate natural resource investment opportunities and prepared investment pitchbooks for private placement transactions ranging up to $200m; successfully raised $2m for a junior copper explorer - Managed and streamlined the P&L reporting process and delivered detailed reporting on portfolio returns, performance attribution analysis, and benchmark comparisons - Created marketing presentations and fund investment reports for senior… Show more - Built financial models and comparable tables to evaluate natural resource investment opportunities and prepared investment pitchbooks for private placement transactions ranging up to $200m; successfully raised $2m for a junior copper explorer - Managed and streamlined the P&L reporting process and delivered detailed reporting on portfolio returns, performance attribution analysis, and benchmark comparisons - Created marketing presentations and fund investment reports for senior management to present to high net worth individuals, family offices, sovereign wealth funds, and other financial institutions Show less