Experience

Bermuda Monetary Authority

• Senior Analyst - Banking, Trust, Corporate Services and Investments

  • Mar 2020 - Present



Zurich Investment Services Ltd, Bermuda

• Subject Matter Expert

  • Jan 1997 - Jul 2018

  21 years of Investment Accounting and Administration experience progressing from Supervisor to Senior Vice President, Head of Investment Accounting and Reporting.Managed teams to achieve stated objectives and implement process changes.Produced U.S. Statutory Schedule D reports, U.S. Tax reports for investments, management reports, performance reports, data extracts for investment managers, compliance reports, impairment analysis and processing, group reports.Business… 21 years of Investment Accounting and Administration experience progressing from Supervisor to Senior Vice President, Head of Investment Accounting and Reporting.Managed teams to achieve stated objectives and implement process changes.Produced U.S. Statutory Schedule D reports, U.S. Tax reports for investments, management reports, performance reports, data extracts for investment managers, compliance reports, impairment analysis and processing, group reports.Business Owner of the CAMRA application. Responsible for system upgrades and patch updates. Designed Crystal reports.Converted assets to and from the CAMRA platform. Converted to the SAP FSCM platform.Complied with and maintained SOX controls. Wrote desk level procedures and trained staff. Processed Corporate Actions. Show more Show less



Bank of Bermuda Ltd

• Portfolio Analyst, Officer (Treasury Operations)

  • Sep 1996 - Jan 1997

• Derivatives Administrator (Treasury Operations)

  • Feb 1995 - Sep 1996

• Client Administrator (Global Custody)

  • Jun 1992 - Feb 1995

• Settlements Administrator (Global Custody)

  • May 1991 - Jun 1992