Joan joined Praxis in February 2023 with over 20 years’ experience in the financial services industry.
History
Joan is a member of the Society of Trust and Estate Practitioners and has a Bachelor of Arts in Accounting from the University of the Virgin Islands and a Postgraduate Diploma in Business Administration from the University of Leicester.
Roles and responsibilites
Joan specialises in trust administration, where her passion for excellent client service has resulted in high client retention.
As head of the Group's private wealth and corporate services division in the BVI, Joan’s focus is to further develop the team’s innovative and solution-based approach in delivering a first-class service to clients.
Among Joan’s many accomplishments is the transformation of a managed trust company by refocusing strategy and implementation around the core pillars of excellent service and communication.
