At Manulife Wealth and Asset Management, I partner with advisors and internal stakeholders on investment solutions, portfolio reviews, and performance analysis. I also process interfund transfers and member requests while maintaining accurate client records.
At The Barbados Olympic Association Inc., I prepared financial reports, budgets, forecasts, and variance analyses for management review. I also compiled audit schedules and prepared returns for government bodies.
At Side by Side and Water Management Inc., I worked across accounting and inventory control, including reconciliations, accounts payable, inventory processes, and procurement. I hold a Post-Graduate Diploma in Financial Planning Services and have completed the Canadian Securities Course.
