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Experience
1997
Funds International Limited
Chairman
Marketing of personal and corporate financial services in
business consulting, investments, pension/portfolio
management, mutual funds, insurance, corporate finance,
actuarial and legal matters.
1996
West Indies Stockbrokers Limited
General Manager – Marketing
Marketing of international financial products to personal
and corporate clients.
1991-1995
T&T National Petroleum Marketing Co Ltd.
Treasurer/Management Accountant
Management of NP’s treasury, management accounting,
insurance and business development departments.
1988-1989
Algico
Investment Manager
Portfolio management of US$300 million in insurance funds
for Trinidad and seven Caribbean islands.
1983-1988
Republic Bank Limited
Administrator
Portfolio management of US$600 million in pension funds.
1982-1983
Date Montegomery & Co
Chartered Accountants
Audit Senior
Provided audit, tax and business advisory services to client
base.
Education
Bachelor of Commerce (in Accounting and Business Law)
Concordia University, Montreal, Canada.
Master of
Business Administration (in Finance)
Henley The Management College/Brunel University, London,
England.
Fellow, Chartered Management Institute (U.K.)
Bachelor of Science (Hons in Financial Services)
University of Manchester, Manchester, England.
Associate,
Chartered Institute of Bankers (U.K.)
Professional Membership
Chartered
Association of Certified Accountants (U.K.)
Chartered Institute of Bankers (U.K.)
Chartered
Management Institute (U.K.)
Institute of
Chartered Secretaries and Administrators (U.K.)
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