Kingston, Jamaica
As a Senior Vice President, Investment Banking, I lead complex, high value transactions across manufacturing, distribution, financial services, food services, infrastructure, energy, hospitality, and capital markets—mobilizing capital to transform economies and empower communities. With deep expertise in credit structuring, risk management, and stakeholder engagement, I have built a reputation for delivering innovative financing solutions that align investor goals with sustainable development outcomes. My leadership blends technical precision with emotional intelligence. I mentor rising professionals using frameworks like Maxwell’s Laws, LeaderShift, and Red Belt principles; cultivating teams that are not only high-performing but values driven. Whether structuring syndicated loans, navigating regulatory landscapes, or crafting board-level communications, I bring clarity, rigor, and purpose to every engagement. Currently focused on expanding my global impact, I am open to executive opportunities that leverage my Caribbean expertise and international readiness; particularly in finance, infrastructure investment, and regional leadership.
As SVP, Investment Banking, I lead high-value transactions across manufacturing, distribution, financial services, infrastructure, energy, hospitality, and capital markets, driving sustainable growth and regional transformation. My role spans origination, structuring, and execution of complex deals, with a focus on risk management, covenant design, and stakeholder alignment. Key responsibilities include: Structuring and negotiating multi-sector transactions, including syndicated loans, project finance, and private placements Leading due diligence, financial modeling, and risk assessment for institutional clients and strategic partners Crafting formal communications, client pitches, board memos, and investor presentations to support decision making and deal execution Mentoring corporate and investment bankers and fostering leadership development using frameworks like Maxwell’s Laws, LeaderShift, and Red Belt principles Collaborating with regulators, DFIs, and regional governments to unlock capital for high impact projects My work integrates technical precision with strategic vision, enabling Barita to deliver innovative solutions that meet the evolving needs of Caribbean markets.
Vice President, Investment Banking Barita Investments Limited Barita Investments Limited As Vice President of Investment Banking, I led the origination, structuring, and execution of high-impact transactions across infrastructure, energy, hospitality, and capital markets. My role integrates strategic advisory, risk management, and stakeholder engagement to deliver innovative financing solutions that align with client goals and regional development priorities. Key Responsibilities: Spearhead deal structuring and negotiation for syndicated loans, project finance, and private placements Oversee financial modeling, due diligence, and covenant design for institutional and corporate transactions Manage risk across the investment portfolio, ensuring alignment with regulatory standards and business appetite Craft formal communications including board memos, investor presentations, and client proposals to support strategic decision-making Collaborate with regulators, development finance institutions (DFIs), and regional governments to unlock capital for transformational projects Mentor junior bankers and promote leadership development using frameworks such as Maxwell’s Laws, LeaderShift, and Red Belt principles Drive cross-functional collaboration to deliver seamless execution and long-term value for clients This role combines technical precision with strategic leadership, positioning Barita as a trusted partner in regional investment and sustainable growth.
As an Assistant Vice President of Corporate Banking, I led a high performing team focused on strategic disbursement growth, relationship deepening, and risk-managed portfolio expansion. My role centered on delivering customized financial solutions to business clients while maintaining rigorous governance aligned with global standards. Key responsibilities included: Managing the Corporate Banking team and driving disbursement strategies to exceed targets Deepening client relationships by anticipating needs and delivering superior service Proactively managing portfolio risk and implementing de-risking strategies Offering value-added financial guidance tailored to client goals and business appetite Monitoring global and local economic, regulatory, and cultural factors impacting business banking Building collaborative internal and external networks to ensure seamless client experiences Serving as a trusted advisor, delivering comprehensive banking solutions across credit, treasury, and advisory services Growing the corporate portfolio through strategic prospecting and relationship management Applying expert knowledge of finance, credit, and risk to recommend optimal products and solutions Leading a disciplined marketing and client engagement process to drive profitability Coaching and supporting Relationship Managers to meet individual and team sales targets This role combined technical excellence with relational leadership, positioning Sagicor as a trusted partner in corporate finance across Jamaica and the wider Caribbean.
Team Lead – Relationship Manager, Corporate & Commercial Banking Sagicor Bank Jamaica Limited Led a high-performing team serving corporate and commercial clients with annual revenues exceeding J$4.75B (individual) and J$7.60B (team). As a strategic advisor and relationship builder, I managed a portfolio of high-value clients, delivering tailored financial solutions while driving growth, profitability, and risk-managed expansion. Key Responsibilities: Provided comprehensive banking advice and customized solutions aligned with client needs and business goals Built collaborative internal and external relationships to ensure seamless service across multiple products and channels Grew the portfolio through strategic prospecting, deepening existing relationships, and leveraging referral networks Applied expert knowledge of finance, credit, and risk to recommend solutions within sound risk parameters Conducted in-depth client engagement to identify growth opportunities and ensure portfolio profitability Protected the firm by adhering to regulatory requirements and implementing disciplined risk management protocols Led a team of Relationship Managers, supporting them in achieving individual credit sales targets and delivering exceptional client experiences Managed a structured marketing and relationship development process to maintain and expand client engagement This role combined strategic leadership, technical expertise, and client-centric service to drive business development and long-term relationship value.
Client Relationship Manager – Corporate Banking Scotiabank Served as the primary point of contact for a portfolio of corporate and business clients, delivering tailored financial planning and credit solutions while driving relationship growth and retention. Focused on delivering high-touch service, strategic onboarding, and seamless coordination across internal teams to ensure a superior client experience. Key Responsibilities: Managed and expanded client relationships through proactive engagement, financial advisory, and customized credit structuring Led business development initiatives by identifying new opportunities, coordinating internal resources, and cultivating referrals through community involvement and Centers of Influence Partnered with Wealth Management and Retail Banking teams to deliver integrated solutions and support joint sales efforts Oversaw end-to-end onboarding for new and expanding clients, ensuring timely execution of loan facilities, deposits, and credit solutions Maintained open communication with clients and internal stakeholders to align on financial strategies and market conditions Collaborated with Credit Team to analyze financial needs, monitor client circumstances, and ensure timely documentation and covenant compliance Ensured adherence to risk management protocols, regulatory requirements, and internal credit quality standards Maintained up-to-date knowledge of client financials and market trends to provide informed, value-added guidance This role combined relationship management, credit expertise, and strategic business development to deliver impactful banking solutions and long-term client value.
Relationship Manager (Team Lead) (Corporate & Commercial Banking) – primarily responsible for: Corporate & Commercial Banking serves the needs of businesses with revenue targets in excess of J$3 Billion. The Relationship Manager (Team Lead) manages a portfolio of these clients and is a key role in the field organization, building relationships by providing financial advice to business clients with a focus on client experience and risk management. Responsibilities include: Building collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services. Serving as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients. Managing a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients. Using expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank. Building relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability of portfolio. Utilizing extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship. Protecting the firm by following sound risk management protocols and adhering to regulatory requirements. Managing a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Leading a team of Relationship Managers by assisting them to meet individual credit sales targets
Strategic Planning Officer (Group Managing Director’s Office) – primarily responsible for: Creating, communicating, executing, and sustaining strategic initiatives throughout the NCB Group which will assist in meeting its specific strategic/tactical objectives.
Credit Underwriter (Middle Market Unit) - responsibilities included: Converting business development and sales activities to booked business by applying corporate finance techniques, scenario planning and broad-based analyses to the loan underwriting process. Executing the underwriting process for the Middle Market Segment to ensure that: o loans originated for this segment are processed and closed within agreed timelines. o the timeline and documentation standards at each stage of the process are met o documentation and analyses required to assess eligibility in terms of credit risk and other company fundamentals are in place and properly completed. Recommending strategies to exploit on opportunities that will grow the Middle Market loan portfolio as well as neutralize the threats that could erode portfolio value. Conducting and preparing detailed industry studies and related reports to ensure that all risks attendant to specific industries are detailed and included in credit proposals and all efforts to mitigate those risks are researched and presented. Monitoring the loan portfolio to ensure that targets relating to portfolio growth, contribution, sector exposure, market share and business retention are met.
Business Analyst - responsibilities included: Conducting enterprise wide analysis of the business to understand needs, strategic direction and identify initiatives that will enable the business to meet its strategic goals.