Experience

Entrust

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Oct 2020 - Present

  Entrust Limited was created to address the fact that many clients have bespoke needs which are simply not being fulfilled. With our cornerstone principles of consistently high levels of service, coupled with fair and transparent pricing, Entrust is the solution. Entrust Limited was created to address the fact that many clients have bespoke needs which are simply not being fulfilled. With our cornerstone principles of consistently high levels of service, coupled with fair and transparent pricing, Entrust is the solution.



IQ-EQ

• Luxembourg
• Financial Services
• 700 & Above Employee

• Senior Manager, Private Wealth

  • Mar 2019 - Oct 2020

  IQ-EQ (formerly First Names). Expansion of responsibility and oversight of previous role. IQ-EQ (formerly First Names). Expansion of responsibility and oversight of previous role.



First Names Group

• Senior Manager, Trust

  • Nov 2016 - Mar 2019

  Nautilus was acquired by First Names Group in July 2016 and the two companies formally integrated in November 2016. I continued to manage a team of 6 people, specialising in the management of family trusts, complex holding structures, private and charitable foundations, the fulfillment business, yacht owning and private art owning entities. Nautilus was acquired by First Names Group in July 2016 and the two companies formally integrated in November 2016. I continued to manage a team of 6 people, specialising in the management of family trusts, complex holding structures, private and charitable foundations, the fulfillment business, yacht owning and private art owning entities.



Nautilus Trust

• Private and Corporate Trust Manager

  • Jan 2008 - Nov 2016

  I moved into administration of trust and corporate structures in January 2008, since such time I have worked my up to Manager of a team of 6 people, specialising in the management of family trusts, complex holding structures, private and charitable foundations, the fulfillment business, yacht owning and private art owning entities.

• New Business Co-ordinator

  • Aug 2005 - Jan 2008

  In this role I experienced the finance industry at grass roots level, dealing with marketing and compliance matters and being responsible for setting up new structures, including assisting with the drafting of Trust Deeds and incorporating companies.