Organized professional in administrative support known for high productivity and efficiency in task completion. Skilled in data entry, calendar management, and document preparation, ensuring smooth operational flow. Excel in communication, problem-solving, and time management, contributing to successful team collaboration and project execution.
Overview
27
27
years of professional experience
1
1
Certificate
Work History
Supervisor - Investment Administration
CIBC CARIBBEAN Bank and Trust Company (Cayman)
Grand Cayman, Cayman Islands
02.2005 - Current
Maintained relationships with external fund managers and brokers to ensure best execution of trades.
Negotiated transaction terms with counterparties to maximize returns for investors.
Executed trades in accordance with approved investment strategies in order to maintain desired allocations.
Prepared monthly reports summarizing the performance of managed accounts and funds.
Met with prospective investment managers to evaluate manager staff, investment processes, operational competency and compliance and legal framework.
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Supervise Investment Department administrative staff
Assist and understudy Investment Officers/Advisors & Portfolio Managers
Supervise processing of trade tickets and applications of subscription/redemptions of Private Client funds and other Alternative investments
Travel Associate
Self-employed
Grand Cayman, Cayman Islands
04.2024 - Current
Provided customer service support via phone, email, or live chat platforms.
Coordinated with global partners to ensure seamless travel experiences around the world.
Researched hotels and airfare options to best meet client needs and expectations.
Completed ongoing training with company and travel partners.
Assistant Branch Manager /Customer Service Representative
Fidelity Bank (Cayman) Limited
Grand Cayman, Cayman Islands
08.2000 - 02.2005
Provided training to new employees on company policies and procedures.
Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
Monitored daily operations of the branch, including employee duties, customer service, and inventory control.
Supervised teller duties, including balancing cash drawers and verifying accuracy of transactions.
Monitored daily operations and supported the Branch Manager in necessary duties.
Clerical Officer
Cayman Islands Postal Service
Grand Cayman, Cayman Islands
07.1997 - 08.1998
Processed incoming and outgoing mail, including sorting, distributing, and preparing for mailing.
Greeted visitors and customers in a professional manner.
Education
Associate of Arts - Theology
Christian Life School of Theology (CLST)
Online Based
01-2013
Some College (No Degree) - Discipleship Training / Ministry Development
Youth With A Mission (YWAM)
Los Angeles, CA
01-2000
High School Diploma -
John Grey High School
Cayman Islands
07-1997
Skills
Banking & Private Wealth Management
Investment Administration
Debit/Credit Cards
Travel Arrangements
Client Relations
Certification
Centrav Air Specialist - Centrav, Inc
Evolution Travel Academy (Travel 101) - Evolution Travel
NCL University Master's Degree - NCLU
W3f.01.0x: Introduction to Blockchain and Web3 - Web3 Foundation (edX)
ETFM2016x: Electronic Trading in Financial Markets - New York Institute of Finance (edX)
ECS-IBFx: Essential Career Skills for Investment Banking and Finance - New York Institute of Finance (edX)
Bloomberg Market Concepts (BMC) - Bloomberg LP
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Travel Associate
Self-employed
04.2024 - Current
Supervisor - Investment Administration
CIBC CARIBBEAN Bank and Trust Company (Cayman)
02.2005 - Current
Assistant Branch Manager /Customer Service Representative
Fidelity Bank (Cayman) Limited
08.2000 - 02.2005
Clerical Officer
Cayman Islands Postal Service
07.1997 - 08.1998
Centrav Air Specialist - Centrav, Inc
Evolution Travel Academy (Travel 101) - Evolution Travel
NCL University Master's Degree - NCLU
W3f.01.0x: Introduction to Blockchain and Web3 - Web3 Foundation (edX)
ETFM2016x: Electronic Trading in Financial Markets - New York Institute of Finance (edX)
ECS-IBFx: Essential Career Skills for Investment Banking and Finance - New York Institute of Finance (edX)
Bloomberg Market Concepts (BMC) - Bloomberg LP
Associate of Arts - Theology
Christian Life School of Theology (CLST)
Some College (No Degree) - Discipleship Training / Ministry Development
Youth With A Mission (YWAM)
High School Diploma -
John Grey High School
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