Desiree Terrell

Desiree Terrell Email and Phone Number

Managing Director @ FidGen
lugano, ticino, switzerland
Desiree Terrell's Location
The Bahamas, Bahamas
Desiree Terrell's Contact Details

Desiree Terrell work email

Desiree Terrell personal email

n/a
About Desiree Terrell

As the Managing Director at FidGen Bahamas, I lead a team of fiduciary professionals who provide innovative and customized solutions to high-net-worth clients across the globe. I have over 30 years of experience in the financial services industry, with a focus on trust and estate planning, wealth structuring, risk management, and regulatory compliance.My mission is to help clients preserve and grow their wealth, while ensuring the highest standards of fiduciary duty, ethical conduct, and client satisfaction. I have successfully developed and implemented strategic initiatives, policies and procedures, and new products and services that enhance FidGen's competitive edge and reputation in the market. I have also established strong relationships with internal and external stakeholders, including regulators, auditors, lawyers, and advisors, to ensure optimal outcomes for the company and its clients.

Desiree Terrell's Current Company Details
FidGen

Fidgen

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Managing Director
lugano, ticino, switzerland
Website:
fidgen.com
Employees:
10
Desiree Terrell Work Experience Details
  • Fidgen
    Managing Director
    Fidgen Jun 2018 - Present
    Bahamas
  • J.P. Morgan
    Executive Director
    J.P. Morgan Dec 2007 - Jun 2016
    Nassau, Bahamas
  • Citi
    Senior Vice President
    Citi Aug 1999 - Nov 2007
    Nassau, Bahamas
  • Cibc Firstcaribbean International Bank
    Account Manager
    Cibc Firstcaribbean International Bank Jan 1992 - Jul 1999
    Nassau, Bahamas

Desiree Terrell Skills

Leadership Estate Planning U.s. Foreign Account Tax Compliance Act Transfer Pricing People Management Tax Planning International Taxation Client Liaison Regulatory Affairs Trust Management Working With Investors Strategic Planning Base Erosion And Profit Shifting Commercial Banking Wealth Management Regulatory Requirements Mutual Funds Building New Business Fiduciary Management Risk Management Regulatory Compliance Corporate Governance Project Management Organizational Leadership Trust Operations Board Of Directors Commercial Lending Trust Services

Desiree Terrell Education Details

Frequently Asked Questions about Desiree Terrell

What company does Desiree Terrell work for?

Desiree Terrell works for Fidgen

What is Desiree Terrell's role at the current company?

Desiree Terrell's current role is Managing Director.

What is Desiree Terrell's email address?

Desiree Terrell's email address is dt****@****gen.com

What schools did Desiree Terrell attend?

Desiree Terrell attended Nova Southeastern University.

What skills is Desiree Terrell known for?

Desiree Terrell has skills like Leadership, Estate Planning, U.s. Foreign Account Tax Compliance Act, Transfer Pricing, People Management, Tax Planning, International Taxation, Client Liaison, Regulatory Affairs, Trust Management, Working With Investors, Strategic Planning.

Who are Desiree Terrell's colleagues?

Desiree Terrell's colleagues are Keith De Morais, Tep, Yandra Muheim, Kathrin Muheim.

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