SHARON T. GREENE-EVANS
Nassau,Bahamas
Summary
Dynamic Trust Officer known for high productivity and efficiency in task completion. Specialize in estate planning, trust administration, and fiduciary services. Excel in critical thinking, problem-solving, and communication, ensuring seamless management of complex trust portfolios. Committed to leveraging empathy and integrity in every client interaction to build lasting relationships and uphold the highest standards of fiduciary responsibility.
Overview
25
25
years of professional experience
Work History
Senior Trust Officer / Associate Director
UBS TRUSTEES (BAHAMAS) LIMITED
11.2023 - Current
- Ensure the administration and management of trust accounts.
- Own the client relationship, serving as the main point of contact for high-net-worth and ultra-high-net-worth clients.
- Ensure full compliance with the governing documents of the fiduciary structure.
- Responded promptly to client inquiries regarding trust accounts or services provided.
- Coordinated with other departments to resolve complex trust issues.
- Analyzed financial data to determine appropriate asset allocations within a portfolio.
Trust Officer
J. P. MORGAN TRUST COMPANY (BAHAMAS) LIMITED
01.2008 - 10.2023
- Ensure full compliance with the governing documents of the fiduciary structure
- Prepare High Risk, Administration & Trust & Investment reviews annually &/or periodically for managed Trust structures with an asset value of US$2+ Billion
- Provide guidance and communicate effectively with Clients, Advisors/Family Office, Bankers on legal, regulatory & other matters affecting the fiduciary structures based out of Geneva, Asia & Latin America
- Partner with integrated team globally on new business, restructuring, and existing business to effectively drive solutions and wealth planning
- Responsible for preparing Client Reviews for face-to-face meetings
- Ensure that all transactions are executed effectively and efficiently
- Review 80+ Financial Statements annually to ensure accuracy and completeness
- Elevate Risk issues to Senior Management as necessary
- Provide back-up support to Trust Officers on EMEA, Asia & Latin America desk as required
- Coordinate with Law Firms in The Bahamas, Cayman Islands, Jersey, UK & USA on all legal matters pertaining to estate and wealth planning in a tax efficient manner
Assistant Trust Officer
GOTTARDO TRUST COMPANY LTD.
01.2006 - 02.2008
- Incorporate new Bahamian IBC's by ensuring all the relevant documents are obtained and approved
- Prepare Corporate and Trust documentation
- Execute bank account opening/closing documentations
- Liaise with Relationship Managers based in Switzerland on all administrative matters
- Prepare Annual reviews for Trusts & IBC's Portfolio comprising of 300+ accounts
- Responsible for company liquidation
- Maintains a keen consciousness of the AML & KYC laws in The Bahamas & BVI
Executive Assistant / Assistant Corporate Secretary
CARDINAL INTERNATIONAL
01.2002 - 05.2005
- Responsible for all Corporate Administration and Statutory records
- Efficiently aid the Executive Directors by managing meetings, appointments and travel arrangements
- Communicate with clients on matters relative to the management of relationships as necessary
- Liaise with the respective Government Agencies in the relevant jurisdiction
- Assist internal departments such as Human Resources, Operations and Accounts
Administrator
LLOYDS TSB BANK & TRUST (BAHAMAS) LIMITED
01.2001 - 01.2002
- Perform a broad range of operation's day-to-day functions
- Assist with special projects
- Ensure all transactions are executed in a timely manner
Education
Certified International Risk Manager (CIRM) -
THE BAHAMAS INSTITUTE OF FINANCIAL SERVICES
Bahamas08.2016
Trust & Estate Practitioner (TEP) -
CLT INTERNATIONAL, UK
UK01.2009
Bachelor of Science - Computer Information System
SHAW UNIVERSITY
Raleigh, NC, USA05.1999
Skills
- Fiduciary risk management
- Trust administration
- Financial statement analysis
- Client relationship management
- Project oversight
- Microsoft Office proficiency
- Banking systems expertise
Incidental Information
Available for job-related travel
Accomplishments
- DIRECTOR on S.T.E.P. BAHAMAS BOARD
- MEMBER of S.T.E.P
Timeline
Senior Trust Officer / Associate Director
UBS TRUSTEES (BAHAMAS) LIMITED
11.2023 - Current
Trust Officer
J. P. MORGAN TRUST COMPANY (BAHAMAS) LIMITED
01.2008 - 10.2023
Assistant Trust Officer
GOTTARDO TRUST COMPANY LTD.
01.2006 - 02.2008
Executive Assistant / Assistant Corporate Secretary
CARDINAL INTERNATIONAL
01.2002 - 05.2005
Administrator
LLOYDS TSB BANK & TRUST (BAHAMAS) LIMITED
01.2001 - 01.2002
Certified International Risk Manager (CIRM) -
THE BAHAMAS INSTITUTE OF FINANCIAL SERVICES
Trust & Estate Practitioner (TEP) -
CLT INTERNATIONAL, UK
Bachelor of Science - Computer Information System
SHAW UNIVERSITY
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