Bio
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Mary Lacey is a seasoned financial services professional with extensive experience in wealth management, investments, and private banking. She has held various roles, including Fiduciary Review Officer, Private Client Director, and Client Principal, and has worked with prominent institutions such as RBC Trustees, Abacus Financial Services, and Coopers & Lybrand.
With a strong educational foundation from Grammar School, Guernsey, Mary has developed a deep understanding of financial services and has consistently demonstrated her expertise in wealth management, investments, and asset management.
Experience
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Ocorian
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Guernsey
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Client Onboarding Officer
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Dec 2021 - Present
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Guernsey
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Client Onboarding Officer
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Aug 2021 - Present
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Guernsey
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Fiduciary Review Officer
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Feb 2014 - Jul 2021
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Guernsey
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Guernsey
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Career Break
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Aug 2012 - Jan 2014
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Guernsey
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Private Client Director
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Nov 2005 - Jul 2012
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Abacus Financial Services Limited
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Guernsey
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Client Principal
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May 1995 - Oct 2005
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Guernsey
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Coopers & Lybrand
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Guernsey
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Supervisor
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Sep 1992 - Apr 1995
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Guernsey
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Senior Administrator
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Sep 1988 - Sep 1992
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Trust Administrator
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Sep 1981 - Aug 1988
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Education
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1974 - 1981Grammar School, Guernsey
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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