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Perry J. Levy is a seasoned management professional with 20+ years of experience in corporate services, including strategic planning, management, project management, and customer service. He has held various leadership positions in Cayman Islands, including Director, Corporate Services, and Manager - Corporate Services. Levy has a strong educational background in offshore finance and administration, as well as business administration.

Experience

  • VISTRA
    • Cayman Islands
    • Director, Corporate Services
      • Sep 2022 - Present
      • Cayman Islands

    • Senior Manager, Corporate Services
      • Jan 2022 - Aug 2022
      • Cayman Islands

  • Harneys
    • Cayman Islands
    • Manager - Corporate Services
      • Apr 2019 - Jul 2021
      • Cayman Islands

      • Overall management and responsibility for Corporate Services client delivery and staff. • Business Development, intake and relationship management of all entities within the• corporate book in addition to the management and mentoring of a team of administrators On-boarding of new clients.

  • Estera
    • Cayman Islands
    • Manager - Corporate Services
      • Dec 2016 - Apr 2019
      • Cayman Islands

    • Manager - Corporate and Director Services
      • Sep 2015 - Apr 2019
      • Cayman Islands

      • Provide leadership (management, communication and coaching of all staff);• Ensuring all day-to-day corporate responsibilities are effectively and efficiently coordinated and implemented;• Involvement in all client related corporate administrative functions;• Ongoing liaison with lawyers, investment managers and other key service providers and provide monthly reports to Management.• Investigation of potential new corporate business opportunities, including responsibility for responding to general corporate and fund related enquiries, with other staff as may be appropriate, and the general development and promotion of new business and provide monthly reports to Management.• Design, implementation and supervision of internal processes, controls, and quality control checks;• Develop and maintain effective relationships with key stakeholders, clients, regulatory bodies and financial institutions;• Analysis of current organizational systems. Recommendation and development of new and alternative systems.• Ensure all regulatory and compliance requirements are met.• As and when required, act as a Director or Officer under the Director Registration Law.;• Attendance to corporate of fund related tasks or projects, including travel.

  • Intertrust Group
    • Cayman Islands
    • Business Unit Manager - Corporate Services
      • Jul 2004 - Sep 2015
      • Cayman Islands

      Walkers/Intertrust Corporate Services (Cayman) Limited designated as the unit’s systems Business Analyst inclusive of training staff and implementing workflows associated with Viewpoint, Laserfische (DMS) and Client Portal. Day to Day duties involved leading and motivating a team of Corporate Administrators including: providing training on all programmes such as Viewpoint, Interwoven, Aderant and Coris; Monitoring special projects and workload, ensuring that work is completed accurately and within agreed timeframes in accordance with policies and procedures, allocation of resources to ensure equitable distribution of work within team, deliver structured induction for new starters, identify training needs and ensure that the required training needs are met with the support of Management, provide support to Corporate Administrators on complex issues.

Education

  • Institute of Chartered Secretaries and Administrator
    Diploma in Offshore Finance and Administration
  • University College of Cayman Islands
    Business Administration

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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