Experience

Sequent Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Reporting, Associate

  • Mar 2019 - Present

  As of 1st March 2019 Sequent is the new brand name for Rothschild Trust following a buyout transaction with Rothschild & Co.Sequent is a leading provider of Wealth Planning, Structuring, Fiduciary and Administration Services. As of 1st March 2019 Sequent is the new brand name for Rothschild Trust following a buyout transaction with Rothschild & Co.Sequent is a leading provider of Wealth Planning, Structuring, Fiduciary and Administration Services.



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Senior Client Accountant

  • Jun 2018 - Present



Accuro

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Client Accountant

  • Apr 2017 - May 2018

  As of 1st April 2017 Accuro Fiduciary is the new brand name for Salamanca Group Trust (Switzerland) SA following a buyout transaction with Salamanca Group. As of 1st April 2017 Accuro Fiduciary is the new brand name for Salamanca Group Trust (Switzerland) SA following a buyout transaction with Salamanca Group.



Salamanca Group Trust (Switzerland) SA

• Senior Client Accountant

  • Nov 2016 - Mar 2017



Summit Trust International SA

• Switzerland
• Financial Services
• 1 - 100 Employee

• Client Accounting Manager

  • Jul 2015 - Oct 2016

• Client Trust Accountant

  • May 2009 - Jun 2015

  • Preparing annual Financial Statements for Trusts, Companies & Foundations • Inter-company accounting between the trust and limited companies• Prepare supporting spreadsheets and Financial Statements packs • Accounting for a diverse portfolio which includes cash, short term deposits, money market funds, foreign exchange contracts, real estate, equities, treasury bills, bonds, funds, private equity and other derivatives in multiple currencies• Maintain the year end file and manage external audit • Reviewing Financial Statements of other teams• Coordinating a preliminary study for Consolidation reporting and Investment Analysis• Trust & Company administration



Lombard Odier Group

• Switzerland
• Banking
• 700 & Above Employee

• Accountant (IM Global Custody +)

  • Apr 2008 - Mar 2009

  • Prepare Financial Statements for Trusts, Private and Institutional Clients (Pension Funds) • Global Reporting (preparation of consolidated reports)• Operational tasks (purchase/sale securities/foreign exchange/cash management) • Prepare Financial Statements for Trusts, Private and Institutional Clients (Pension Funds) • Global Reporting (preparation of consolidated reports)• Operational tasks (purchase/sale securities/foreign exchange/cash management)



Close Summit Trust Company

• Switzerland
• Financial Services

• Client Trust Accountant

  • Aug 2007 - Mar 2008

  • Prepare monthly PL and Balance Sheets for Trusts, Companies and Foundations• Bank reconciliations• Post journals, execute appropriate accruals and prepayments • Assist the Manager in achieving monthly deadlines • Reconcile accounts• Responsible for the filing, supervising trainees• Dealing with portfolio valuations• Internal audit

• Junior Trust Accountant

  • Feb 2006 - Jul 2007