Financial Services Professional
Hourly rate: members only
Availability: members only
Willingness to travel: Worldwide
Professional status: Not specified
Last updated: Mar 28, 2025
Total work experience: 8 year(s)
Language skills:
Personal summary
Extensive experience with large pension and insurance trusts and custody arrangements, securities markets, financial reporting and regulatory compliance. Detail-oriented with strong communication skills. Working relationships with investment managers, third-party administrators, auditors, consultants, and regulators. Industry (anti-money laundering / terrorist financing), regulatory (FSRA, OSFI), US withholding tax regimes (FATCA). Performed regular fee-ageing analysis, closing gaps in revenue retention. Business Administration, Accounting Finance (major), Ryerson Polytechnical Institute. QuickBooks (Intuit) Online Certified ProAdvisor Education: College/University in Business