Ronald Schmalcel Ll.B., Tep Email and Phone Number
Ronald Schmalcel Ll.B., Tep personal email
- Valid
My career spans over two decades as an accomplished, results-oriented business leader. It includes a consistent track record of enhanced profitability and market share. I have successfully implemented cost reductions and improved business operations. By combining sound commercial and financial acumen, a collaborative management approach, and excellent industry knowledge, I have developed and mentored high performing teams and cultivated trusted relationships with a wide network of key industry role players. In my most recent position of Vice President - Marketing & Product/Service Development, with the Butterfield Group, I developed the Institutional Trust business across the Group. Previously I headed the Corporate Trust and earlier oversaw the Compliance function.My key achievements include:- Successfully developed the Institutional Trust business across the Butterfield Group in the Bahamas, and formulated impactful business and marketing strategies- Carried profit and loss accountability as Head of the Butterfield Corporate Trust line of business- Designed and implemented a comprehensive in-house training program for Trust Officers at UBS Trustees (Bahamas) Limited, and led a due diligence team in the review of the purchase of another trust company- Acquired 10 years experience in private legal practice then in-house as a Wealth Planner with Assante Asset Management Limited in Toronto.I hold a Bachelor of Laws degree, was articled and called to the bars of Ontario (1990) and Manitoba (1991), and completed the Canadian Securities Course with Honours. In addition, I am a member of the Society of Trust and Estate Practitioners.I can be reached at schmalcel@gmail.com.
Coverdale Trust Services Limited
View- Website:
- coverdalebvi.com
- Employees:
- 6
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General ManagerCoverdale Trust Services Limited Apr 2018 - PresentRoad Town, Tortola, Bvi -
Vice President, Marketing & Product Service/Development - Institutional TrustsButterfield Group Feb 2013 - Mar 2016Nassau, BahamasAs Vice President, I was accountable to oversee marketing and product/service development of the Butterfield Group institutional trust business in Bermuda, the Bahamas, the Cayman Islands and Guernsey. I formulated and implemented the group marketing strategy for institutional trust services, prepared responses to requests for proposals, and called on potential referral sources.An important element of the role was to engage extensively with existing and prospective clients, and to… Show more As Vice President, I was accountable to oversee marketing and product/service development of the Butterfield Group institutional trust business in Bermuda, the Bahamas, the Cayman Islands and Guernsey. I formulated and implemented the group marketing strategy for institutional trust services, prepared responses to requests for proposals, and called on potential referral sources.An important element of the role was to engage extensively with existing and prospective clients, and to attract and on-board new clients. Show less -
Vice President, Head Of Corporate TrustButterfield Trust (Bermuda) Limited Dec 2008 - Feb 2013Hamilton, BermudaIn this position I managed profit and loss of the Butterfield Trust (Bermuda) Limited institutional trust business, and drove product and business development initiatives. I directed a team of thirteen trust professionals, and collaborated with Lawyers, Investment Managers, Prime Brokers, Custodians, and internal service providers.I stayed abreast of industry and legislative developments, oversaw the Bermuda Stock Exchange listing sponsorship business, and led the department to boost… Show more In this position I managed profit and loss of the Butterfield Trust (Bermuda) Limited institutional trust business, and drove product and business development initiatives. I directed a team of thirteen trust professionals, and collaborated with Lawyers, Investment Managers, Prime Brokers, Custodians, and internal service providers.I stayed abreast of industry and legislative developments, oversaw the Bermuda Stock Exchange listing sponsorship business, and led the department to boost revenue by 70%, and more than double its profits. The department achieved highest Butterfield audit rating.Head of Compliance, Hamilton, Bermuda (March 2009 - September 2011)I held this position simultaneously with the role of Head of Corporate Trust. My achievements included successful development and leadership of a three-member Compliance Team. I oversaw the development of policies and procedures, and managed trust reviews.Additionally, I prepared risk and compliance reports for presentation to senior management and Group Compliance Show less -
Deputy Head Trust & Fiduciary ServicesSg Hambros Bank & Trust (Bahamas) Limited Jul 2007 - Dec 2008Nassau, BahamasAs Deputy Head - Trust and Fiduciary Services I led an eight-member Mutual Fund Administration team, and oversaw the managed bank business. I delivered structuring and planning solutions for HNW and UHNW clients, and served as a member of the Board of Directors for the Societe Generale Canada-based transnational trust company.
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Head Of Risk Management Processes And TrainingUbs Trustees (Bahamas) Limited Jul 2003 - Jul 2007Nassau, BahamasIn this role I managed and led a five-member team that was accountable for the execution of trust administrative practices, risk management processes, and training.I designed and implemented a comprehensive in-house training program for Trust Officers, and developed a searchable electronic database designed to inform and educate Trust Officers in company policies, procedures and administrative decisions. I also led a due diligence team in the review of the purchase of another… Show more In this role I managed and led a five-member team that was accountable for the execution of trust administrative practices, risk management processes, and training.I designed and implemented a comprehensive in-house training program for Trust Officers, and developed a searchable electronic database designed to inform and educate Trust Officers in company policies, procedures and administrative decisions. I also led a due diligence team in the review of the purchase of another trust company. Show less
Ronald Schmalcel Ll.B., Tep Skills
Ronald Schmalcel Ll.B., Tep Education Details
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Trusts, Tax, Corporate Commercial -
University Of Manitoba
Frequently Asked Questions about Ronald Schmalcel Ll.B., Tep
What company does Ronald Schmalcel Ll.B., Tep work for?
Ronald Schmalcel Ll.B., Tep works for Coverdale Trust Services Limited
What is Ronald Schmalcel Ll.B., Tep's role at the current company?
Ronald Schmalcel Ll.B., Tep's current role is Accomplished Business Leader, over 20 Years Experience Senior Management, Business Development, & Compliance LL.B, TEP.
What is Ronald Schmalcel Ll.B., Tep's email address?
Ronald Schmalcel Ll.B., Tep's email address is sc****@****ail.com
What schools did Ronald Schmalcel Ll.B., Tep attend?
Ronald Schmalcel Ll.B., Tep attended York University - Osgoode Hall Law School, University Of Manitoba.
What skills is Ronald Schmalcel Ll.B., Tep known for?
Ronald Schmalcel Ll.B., Tep has skills like Asset Management, Risk Management, Wealth Management, Mutual Funds, Investments, Hedge Funds, High Net Worth Individuals, Trusts, Securities, Financial Services, Wealth, Insurance.
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