Colin Santana, CFA, PRM

Disciplinary Panel Member at ICATT - The Institute of Chartered Accountants of Trinidad and Tobago
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Contact Information
us****@****om
(386) 825-5501
Location
Trinidad and Tobago, TT
Skills

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Credentials

  • Professional Risk Manager
    PRMIA - Professional Risk Managers'​ International Association
    Sep, 2018
    - Oct, 2024
  • Chartered Financial Analyst
    CFA Institute
    Sep, 2013
    - Oct, 2024

Experience

  • ICATT - The Institute of Chartered Accountants of Trinidad and Tobago
    • Trinidad and Tobago
    • Accounting
    • 1 - 100 Employee
    • Disciplinary Panel Member
      • May 2023 - Present

  • Guardian Group
    • Trinidad and Tobago
    • Insurance
    • 400 - 500 Employee
    • Senior Manager - Enterprise Risk Management
      • Sep 2018 - Present

  • Trinidad and Tobago Unit Trust Corporation
    • Port of Spain, Trinidad and Tobago
    • Assistant Vice President Risk Management
      • May 2017 - Jul 2018

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President - Corporate & Investment Banking
      • Mar 2017 - Apr 2017

  • The National Insurance Board of Trinidad and Tobago
    • Trinidad and Tobago
    • Insurance
    • 100 - 200 Employee
    • Executive Manager Risk
      • Feb 2015 - Jan 2017

  • Guardian Holdings Limited
    • Manager Financial Risk & Research
      • Nov 2009 - Jan 2015

      Monitor and report on risk maintained in investment portfolios - including market, credit, liquidity, volatility, leverage, earnings, and reputational risk on an ex-ante and ex-post basis. Build and maintain financial risk models. Monitor and report on risk maintained in investment portfolios - including market, credit, liquidity, volatility, leverage, earnings, and reputational risk on an ex-ante and ex-post basis. Build and maintain financial risk models.

  • RBTT Bank Limited
    • Investment Banking Associate
      • Oct 2007 - Nov 2009

      Manage deal process for project financing and mergers and acquisitions. Build and maintain financial models. Manage deal process for project financing and mergers and acquisitions. Build and maintain financial models.

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Fixed Income Research Analyst
      • Feb 2002 - Feb 2007

      Investment Grade Research Analyst covering the Consumer Products (agribusiness, food, beverage and household products) and Retail (department stores, specialty retail, supermarkets and restaurants) sectors. Investment Grade Research Analyst covering the Consumer Products (agribusiness, food, beverage and household products) and Retail (department stores, specialty retail, supermarkets and restaurants) sectors.

Education

  • Morehouse College
    Bachelor of Arts (BA), Finance
    1998 - 2002
  • St Mary's College
    1987 - 1995

Community

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