Lainey Egan Ll.B, Ll.M, Mba Email & Phone Number

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Purpose: To work as part of the high performing branch management panel in support of our investment advisor (IA) teams in their delivery of world-class investment and other wealth management services. Branches governed include Grand Cayman, Bahamas and Barbados.Primary Responsibilities:• Management Information & Reporting – prepare and present Branch, Board and Management Committee board packs and act as RBC Subsidiary Governance Liaison Officer;• Branch Supervision – outside business activities, social media, gifts and entertainment;• AML, Audit & Regulatory Relationship Manager with Law Group and Compliance;• Business Development– client events, local industry participation, regional campaigns;• Business Marketing – sponsorships, brochure ware, website and social media presence;• Branch Operations – perform various day to day approvals with delegated MD authority;• IA Team Management – performance supervision and enhancement and promotion of best practices;• Recruiting, onboarding and ongoing team training and communications;• Community Involvement Leader – working with local university in mentorship schemes and promotion of Gender Equality Cayman and diversity and inclusivity;• Employee Reward & Recognition Ambassador.

Cayman Islands

Responsible for the management of a wide array of investment structures, handling a portfolio of clients within a range of jurisdictions including: • Liaising daily with Attorneys, Investment Managers, Brokers, Auditors, CIMA, Registrar and other financial service providers for the execution and delivery of documentation in day to day administration; • Managing the launch of new funds and ensuring the accurate review and collation of all necessary legal documentation and broker and custody accounts; • Ensuring all documents including full KYC are maintained for each client, and all other regulatory compliance and internal policy measures are met; • Reviewing monthly NAV’s and reporting variances; • Ensuring all Cayman regulations are met for both the company and clients and keeping up to date with the corporate governance environment; • Responding to and resolve all client queries within a timely manner; • Managing a team of Account Officers, based in Cayman and Ireland;• Registered Office Services to the company itself and overseas clients• Sole office operator of the CORIS and CAP and CIMA REEFS systems;• Providing corporate secretarial services including preparing board minutes and organisation of all board meetings, and providing documentation required; • Composition of all client and vendor contracts, and legal documents such as Board Resolutions, Governance Agreements, and Company letters; • Facilitation of Company dissolutions and serving as Voluntary Liquidator;• Assistance in the preparation and filing of financials to CIMA; providing all documentation to external auditors, including all control samples, payroll testing and resolving all queries; • Sole administrator on bank account – responsible for payroll, all monthly vendor payments, and recording of client fees received; also administrator for several client accounts; • Provide staff training for new employees and updates of policies and procedures.

Cayman Islands

• Compiling of all purchase and redemption paperwork, including trade acknowledgements, transaction history statements, checklists, and confirmation of wire details and signatories • Responsible for checking client KYC and authorised signatures on a daily basis before issuing trade acknowledgements and statements • Accountable for client call backs to confirm trade details and ensure customer information correct before trading placed • Responsible for delivery of all client monthly NAV estimates and final statements • Fulfilling client documentation requirements within a timely manner • Answering the main phone line / email and responding to any client queries and requests • Enlisting and payment of local vendors and overseeing of all couriers, mail and packages, office equipment maintenance and office supplies, and general office management duties

Cayman Islands

• Distribution and updating of all comprehensive Banquet Event Orders; outlining all Menu, Beverage, Set Up and AV requirements for events• Management of all Vendor Bookings for events; sourcing local musicians and entertainment companies, handling all contracts and confirmations• Processing of all invoices and cheques for external vendors and employee expense claims• Composition of all event Conference Resumes; a highly detailed document outlining the client’s activities, preferences, billing, and instructions for all areas of the hotel• Meeting all the client requests, providing personal 5 star service and anticipating the needs of guests for a unique and memorable experience• Post event conferences for feedback, with the aim of achieving 100% in Gallup scoring• Design of ‘Theme Events’ sales brochures and client welcome packs• Experience of organizing Groups, Local Events & Entertainment, Conferences & Weddings

Global Markets, Dublin, Ireland

• Retail: Produced all internal and external retail print marketing brochureware, and PR. Proactively managed GM retail relationship with both clients and inhouse departments, being responsible for event management, and producing all tender documents for new business.• US Office: Implemented cost savings initiative for the US Conference Strategy, managing the convention events and budgets. Remodelled US external marketing material creating new advertisments, direct mail campaigns and client contact formats.• Debt Investor Relations: Managed post results roadshow where 12 Bank teams visited 16 overseas cities and 88 investors over 3 weeks. Produced ‘6 Key Themes’ economic document for post interim investment meetings and managed all investor presentation events.• Deposits UK: Significantly expanded and improved useability of internal knowledge database ‘Deposits Directory’ following an extensive feedback survey of users. Established myself as key contact for any Q&A from customers. Liaised with heads of all businesses for briefings following any market actions and prepared key messages documents.

Dublin, Ireland

The Futurus Programme is the key graduate entry career development programme within the Bank of Ireland Group. The objective is to enhance graduate entrants’ technical and personal skills through a structured and supportive programme which will strengthen the future senior leadership talent pipeline.

Group Finance, Chief Exec Office, Dublin Ireland

• Managed Preliminary & Interim Results Events with live dual location worldwide webcast• Assisted in preparation and production of both results presentations & roadshows• Co-ordinated communications and analyst conference calls around RNS releases• Developed and implemented ADR Programme Marketing Plan for US investors• Designed new BoI ADR website and negotiated $125,000 ADR reimbursement contract• Researched and distributed daily market intelligence & shareholder analysis• Managed relationships & resolved any buyside / investors queries via telephone or mail• Experience working at a high profile level with the Executive Team of Bank of Ireland

Strategy & Marketing, Dublin, Ireland

• Managed the nationwide ‘Bright Ideas Challenge’ marketing campaign, competition & event• Developed and executed entry and information packs, adverts, posters, and website• Directed Grand Final Event for over 200 people within project budget of €10,000• Composed and circulated all Business Marketing PR within strict press deadlines• Organised and co-hosted a number of local Business Banking enterprise events• Researched and published Business Sectoral Factsheets on current market niches• Worked with Creative Agency to define approach for Dragon’s Den tv programme

Business Architecture, Group Services, Dublin, Ireland

• Established and implemented the GS quarterly ‘Customer Satisfaction Survey’• Presented tender to GS Exec, and to business units with training of administrators• Prepared and presented the Monthly Business Review for the Director of GM• Monitored and reported on FTE headcount, financials, key statistics and strategy planning• Co-ordinated and chaired monthly Service Excellence Programme across Group Services • Reported to GM Customer Board, and implemented initiatives in five business units• Experience of change management in key project ‘Branch Operating Model’

Master Of Business Administration - Mba, Business Administration, Management And Operations, Mba With Merit

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