JANUARY 2024 – PRESENT
ICS Corporate Services (Cayman) Limited, Cayman Islands – Manager
● Manage the day-to-day operations of the Corporate Services business.
● Act as the main contact with CIMA and deal with all internal compliance and external AML
support for clients.
OCTOBER 2022 – DECEMBER 2023
McGrath Tonner Corporate Services Limited, Cayman Islands – Manager
● Manage the day-to-day operations of the Corporate Services teams, including
performance management, reporting, risk and compliance, training and development and
finance.
● Act as the main contact with CIMA and deal with all internal compliance and external AML
support for clients.
MARCH 2019 - PRESENT
White Cloud Accounting Limited, Cayman Islands - Co-Founder and Shareholder
● Fully remote bookkeeping and accounting services for local resident Cayman companies in
various industries, exempt companies and strata corporations. We specialize in the
optimization of accounting and financial operations of our clients using the best midsize
business accounting software, Xero. Our staff are experts in Xero software and can handle
any type of client.
APRIL 2022 – OCTOBER 2022
Target Global Advisor Cayman Ltd., Cayman Islands - Manager - Cayman Islands
● Responsibility for the conduct of the Cayman office affairs on a day-to-day basis.
● Act as director to entities in the Cayman Islands and other offshore jurisdictions of Target
Global and its clients and supervise related operational matters of these entities.
● Contribute to the development of Target Global locally and internationally by establishing
and maintaining relationships with local authorities and service providers (law firms, banks,
funds, etc)
FEBRUARY 2017 - APRIL 2022
Bolder Corporate Services (Cayman) Limited, Cayman Islands - Manager - Corporate,
Private Client and Governance Services
● Managing the corporate services office in the Cayman Islands including monitoring of all
new legislation for funds, investment managers, holding companies, SPCs, etc.
● Acting as director on various internal companies, regulated funds and another corporate
service licensee.
● Direct management of the annual audit process for various licensed entities.
● Ensured that net worth and liquidity requirements of the licensed entities are met at all
times.
● Oversaw the growth of corporate services business from approximately 150 companies
under management to over 1,000 in less than 3 years.
● Increased gross revenue by over 150% in two years with the same amount of staff.
● Oversight of the preparation of timely and accurate financial statements as well as
supporting schedules and analysis for offshore companies and insurance entities.
● Monitoring compliance with clients’ obligations and controls as well as laws and
regulations across various domiciles including the BVI, Nevis, Anguilla and the Cayman
Islands.
DECEMBER 2015 - OCTOBER 2016
Horseshoe Services (Cayman) Ltd. (now an Arthur Gallagher/Artex Company),
Cayman Islands - Vice President - Account Management
● Accounting for (re)insurance contracts and investments.
● Monitoring compliance with clients’ obligations and controls as well as laws and
regulations.
● Preparation of timely and accurate financials as well as supporting schedules and analysis.
JUNE 2010 - NOVEMBER 2015
Marsh Management Services Cayman Ltd., Cayman Islands - Account Executive,
Assistant Vice President
● Supervised the preparation of monthly, quarterly and annual GAAP and IFRS financial
statements by a team of junior accountants.
● Supervised the management of all aspects of day-to-day operations for a large portfolio of
single-parent and group captive insurance clients.
● Communicated with all service providers including shareholders, auditors, attorneys,
insurance and investment brokers and others, to ensure my team’s portfolio was being
managed effectively.
● Actively organized, facilitated and participated in Board of Director, Shareholder and
Committee meetings.
