Lyndon Guiseppi, CFA
Treasury Manager at Clarien Bank Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Bermuda, BM
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Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2021- Sep, 2024
Experience
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Clarien Bank Limited
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Bermuda
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Financial Services
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100 - 200 Employee
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Treasury Manager
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Dec 2022 - Present
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Treasury Associate
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Aug 2021 - Dec 2022
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Expertise Group
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Peru
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Human Resources Services
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Qualified Accountant
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Dec 2020 - Jul 2021
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PwC Bermuda
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Bermuda
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Accounting
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100 - 200 Employee
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Senior Associate
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Jul 2019 - Dec 2020
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Associate
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Oct 2018 - Jun 2019
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PwC Trinidad & Tobago
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Trinidad and Tobago
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Financial Services
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1 - 100 Employee
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Associate
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Jan 2017 - Sep 2018
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Credit Officer
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Mar 2013 - Jun 2015
- Manage and service a portfolio of export oriented clients - Evaluate exporter’s ability to perform from both a financial and credit management basis - Prepare and effect loan disbursements - Prepare and present underwriting applications to BOD - Conduct reviews of exporters, buyers, finance and/or insurance facilities as required - Develop and maintain relationships with current and new clients - Market new business by identifying and effectively targeting potential clients - Security perfection - Bad Debt collection - Other general credit and administrative duties as required Show less
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Education
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ACCA
Accounting and Finance -
University of the West Indies, St. Augustine Campus
Bachelor's degree, Economics
Community
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