Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
Timeline
Generic
Montez L. Kerr

Montez L. Kerr

Nassau,Bahamas

Summary

Dynamic finance professional with extensive experience at CAYSTONE SOLUTIONS LTD, excelling in accounting and compliance. Proven track record in capital budgeting and financial analysis, enhancing operational efficiency by 5%. Adept at building relationships and providing innovative solutions, driving growth in high-stakes environments.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Fund / Corporate Accountant

CAYSTONE SOLUTIONS LTD
10.2022 - Current
  • Responsible for a range of tasks related to the fund’s operations, such as recording and reconciling transactions, preparing, and reviewing financial statements, ensuring compliance with accounting policies and regulations, communicating with auditors, regulators, investors, and other stakeholders
  • Key Achievements: Understanding the importance of completing tasks within a tight time frame

Insurance Sales Advisor

NEW PROVIDENCE LIFE INSURANCE COMPANY
08.2022 - 10.2024
  • Implementation of sales strategies to grow customer base. Coordinate promotion of the company’s new and existing products. Provide innovative solutions to clients. Develop relationships with new and existing clients. Build on existing client base by providing excellent customer service. Provide financial solutions to clients. Analyze client financial positions
  • Key Achievements: An in-depth understanding of the sales side of the business. The opportunity to provide real-life solutions to clients.

Senior Administrator

THE WINTERBOTHAM TRUST COMPANY LIMITED
01.2019 - 08.2021
  • At Winterbotham I was tasked with heading the daily operational activities of the insurance division. This included leading the team, solving client-related matters, and building relationships with new and existing clients. I also had oversight over client assets, financial statements, compliance, and retrocession calculations, I monitored inflows and outflows and clients’ portfolio performances with particular interest to high-risk ultra-wealthy individuals.
  • Key Achievements: While heading the division, efficiency increased by 5% overall. Errors and omissions decreased by 2%. The asset base grew by 6%.

Head Administration

AD DASSLER INTERNATIONAL FAMILY OFFICE
03.2016 - 12.2018
  • My role was an amalgamation of many duties. We were a fledgling firm that required each team member to be flexible. I was tasked with ensuring that everything ran efficiently and smoothly. It was not a specific duty. It included establishing domestic and international accounts, coordinating with regulatory bodies and governmental agencies, serving as team leader for the audit process, and Heading Compliance and KYC. It was all-encompassing. It allowed me to draw from my years of experience.
  • Key Achievements: ADIFO gave me insight into what was needed to build a firm from scratch. The main achievement was helping the firm grow and become profitable.

VP, Finance Manager

THE CONFIDAS GROUP (BAHAMAS).
09.2005 - 12.2015
  • Established a presence in The Bahamas. Implemented the framework and procedural policies. Oversaw the evolution of the company and asset base. Developed payment systems for external relationships. Collaborated with asset managers to provide boutique portfolios for ultra-high-net-worth individuals within a hedge fund environment. Served as Director
  • Key Achievements: My main accomplishment was guiding the firm during the 2008 financial crisis. By providing good financial guidance the firm was able to withstand the crises which led to the demise of many funds and asset managers.

Assistant Private Banking Officer

SANTANDER CENTRAL HISPANO BANK AND TRUST (BAHAMAS LTD)
01.2003 - 01.2005
  • Established meaningful relationships with internal and external clients of the bank. Executed client orders. Coordinated with IAMs to integrate with the bank’s infrastructure. Pioneered a system that reduced customer complaints, and overall increased in department’s efficiency.
  • Key Achievements: Implementation of procedural controls to reduce the occurrence of theft. I also introduced a computer-based data entry input system to increase accuracy and efficiency.

Education

MBA – Master of Business Administration - International Business & Management

UNIVERSITY OF MIAMI

B.Sc. - Professional Management – Accounting

NOVA SOUTHEASTERN UNIVERSITY

AA - Spanish & Communications

COLLEGE OF THE BAHAMAS

Diploma - Advanced Spanish

UNIVERSIDAD DE COSTA RICA

Skills

  • Capital Budgeting
  • Cash Management
  • Sales and Marketing
  • Human Resources
  • Accounting
  • Investments
  • Compliance
  • Strategy Management
  • Financial Analysis

Certification

  • ASSOCIATION OF CERTIFIED ANTI-MONEY LAUNDERING SPECIALIST
  • Certified Anti-Money Laundering Specialist – Currently pursuing
  • NATIONAL INSTITUTE FOR CERTIFICATION & DEVELOPMENT
  • Certificate Fundamentals of Bahamian Law
  • INSURANCE COMMISSION OF THE BAHAMAS
  • Licensed Insurance Sales Advisor

Volunteer Experience

The Reading Initiative, Present

Timeline

Fund / Corporate Accountant

CAYSTONE SOLUTIONS LTD
10.2022 - Current

Insurance Sales Advisor

NEW PROVIDENCE LIFE INSURANCE COMPANY
08.2022 - 10.2024

Senior Administrator

THE WINTERBOTHAM TRUST COMPANY LIMITED
01.2019 - 08.2021

Head Administration

AD DASSLER INTERNATIONAL FAMILY OFFICE
03.2016 - 12.2018

VP, Finance Manager

THE CONFIDAS GROUP (BAHAMAS).
09.2005 - 12.2015

Assistant Private Banking Officer

SANTANDER CENTRAL HISPANO BANK AND TRUST (BAHAMAS LTD)
01.2003 - 01.2005

MBA – Master of Business Administration - International Business & Management

UNIVERSITY OF MIAMI

B.Sc. - Professional Management – Accounting

NOVA SOUTHEASTERN UNIVERSITY

AA - Spanish & Communications

COLLEGE OF THE BAHAMAS

Diploma - Advanced Spanish

UNIVERSIDAD DE COSTA RICA

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Montez L. Kerr