At Guardian Group / Asset Management, I support client operations, including onboarding and account-related processes. I’ve analyzed operational data and contributed to improvements in reporting for more accurate operational review.
As a Mutual Fund Assistant at Guardian Group Trust Limited, I coordinated mutual fund subscriptions and redemptions and administered client banking activity, including deposits, account sweeps, and wire transfers.
I reconciled bank and general ledger accounts, prepared trade sheets and client statements, and supported audit inquiries and compliance reporting. At Guardian Asset Management, I also prepared monthly Central Bank of Trinidad and Tobago and Securities and Exchange Commission reports.
My experience also includes client services at Guardian Asset Management, executive support at National Carnival Commission of Trinidad and Tobago, and salary processing at RBTT Bank Limited. I completed an MBA in Finance at University of Bedfordshire in 2026.
