Experience

• 

  UBS Trustees (Bahamas) Ltd.

  • Nassau, Bahamas

  • Associate Director

    • Oct 2017 - Present
    • Nassau, Bahamas

    Associate Director, UBS Trustees (Bahamas) Ltd.

• 

  RBC Wealth Management

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Manager, Trust Services

    • Nov 2009 - Present

    • Lead and manage a team of senior trust officers and trust officers• Coaching staff and ensuring the effective utilization of other resources• Instrumental in developing and implementing company procedures within appropriate frameworks• Ensures the effective, efficient and profitable administration of trusts, companies, services to financial institutions, investment management accounts, estates and other related financial structures for international clients in conjunction with client’s legal, tax and financial advisory team

  • Senior Trust Officer

    • Sep 1997 - Nov 2009

    • Duties include the effective, efficient and profitable administration of complex trusts, companies, estates and other related financial structures for international clients• Ensures that all clients’ affairs are administered in accordance with terms of the governing documents (e.g. Trust Deed, Memorandum and Articles of Association), the laws of the relevant country and the policies and procedures of the Trust Company• Training junior and new staff within the department to meet existing and anticipated business volumes through effective coaching and training• Maintain and assist with the development of the company’s policies, procedures and internal controls• Develop and maintain an excellent relationship with clients and external Centers of Influences• Review and ensure that financial statements are sent to clients in a timely manner• Complete annual reviews and all other internal control routines, and projects in a timely and efficient manner

• 

  Coutts

  • Nassau, Bahamas

  • Manager, High Net Worth Team

    • Sep 1982 - Sep 1997
    • Nassau, Bahamas

    • Responsible for managing assets over US$35 Million • Duties included management of companies, trust and investment management accounts• Supervising a team of five trust officers