Lyndelle Joseph
Finance & Accounting Professional
Summary
Accomplished in financial data analysis and team leadership, I excelled at KCL Capital Market Brokers Limited, enhancing client satisfaction and revenue through innovative financial solutions and strategic client management. Leveraging expertise in financial reporting and effective communication, I consistently delivered results beyond expectations, demonstrating a profound impact on business growth and client retention.
Overview
12
12
years of professional experience
Work History
Senior Associate, Corporate Finance
KCL Capital Market Brokers Limited
2022.04 - Current
- Reviewed and analyzed financial statements and reports to evaluate risks on transaction sizes of up to 90M.
- Developed financial projections and built financial models to make credit recommendations.
- Collaborated with cross-functional teams to successfully create financial solutions for clients.
- Authored credit policies supporting adherence to statutory and regulatory bodies.
- Leveraged industry expertise to provide valuable insights during internal discussions, contributing to development of innovative solutions for clients.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates.
Business Development Officer
KCL Capital Market Brokers Limited
2018.08 - 2022.04
- Generated new business with marketing initiatives and strategic plans contributing to the company surpassing its annual profit target by 50%.
- Assessed credit applications, analyzing credit worthiness, revenue generation and collateral.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Completed and submitted monthly and yearly reports to support executive decision making.
Senior Relationship Manager - Investments
KCL Capital Market Brokers Limited
2015.12 - 2018.08
- Collaborated with internal teams to deliver comprehensive investment management services, maximizing client satisfaction and loyalty.
- Managed a diverse portfolio of high-net-worth and institutional clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
Personal Banking Officer
Scotiabank Trinidad & Tobago Limited
2012.03 - 2015.12
- Assessed credit applications and made recommendations for approval.
- Provided expert financial advice to clients, helping them achieve their personal financial goals.
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Achieved high levels of accuracy in loan disbursements by adhering to established protocols and guidelines.
- Acted as a mentor for new Personal Banking Officers, sharing best practices and insights gleaned from my experience in the industry.
Education
Affiliate
ACCA
MBA -
Anglia Ruskin University
2001.05 -
Bachelor of Science - Economics
University of The West Indies
2001.05 -
Skills
Timeline
Senior Associate, Corporate Finance
KCL Capital Market Brokers Limited
2022.04 - Current
Business Development Officer
KCL Capital Market Brokers Limited
2018.08 - 2022.04
Senior Relationship Manager - Investments
KCL Capital Market Brokers Limited
2015.12 - 2018.08
Personal Banking Officer
Scotiabank Trinidad & Tobago Limited
2012.03 - 2015.12
MBA -
Anglia Ruskin University
2001.05 -
Bachelor of Science - Economics
University of The West Indies
2001.05 -
Affiliate
ACCA