At ANSA Bank Limited, I manage a portfolio of high-net-worth and Ultra-High-Net-Worth clients, growing Assets Under Management through tailored investment strategies and proactive relationship management. I’ve closed a total of 217 Million in deposits since joining the bank.
I also identify cross-sell opportunities across banking, investment, insurance, and lending products, and expanded my client base through networking, referrals, and business development. I originated and structured complex lending solutions, including residential and commercial mortgages and bespoke credit facilities.
At Scotiabank Trinidad & Tobago, I advised clients on mortgage products and assessed creditworthiness, while closing $12,000,000.00 in mortgage sales since the start of 2025. Earlier, I managed a portfolio of 350+ Affluent clients and closed $21,000,000.00+ in mutual fund investment sales for the period June 2023 to the end of March 2024.
I hold Certified Financial Advisor certification and CSI Mutual Funds Accreditation, and I’m a CFA Level 1 candidate. My achievements at Scotiabank included the Best of the Best award for 2023 and reaching 250% of my whole-year target in 2022.
