Success came because others believed in me
Published: May 31, 2012
Industry position: Trust officer, Deltec Bank & Trust Ltd.
What attracted you to the sector?
I met Ivylyn Cassar many years ago. She always spoke enthusiastically and intelligently about the financial services industry, the economy and how certain market changes would affect The Bahamas. She attracted me to the sector. At that time, I had no formal tertiary training, but I had a strong desire to speak knowledgeably and intelligently, as Cassar had. I expressed my interest in the financial services sector to her and she gave me an opportunity, with a caveat not to disappoint her. Since then my career has been on a steady path of growth.
How long have you been involved in financial services? What keeps you motivated?
I have been in the financial services sector for five years. I started as the administrative assistant to the vice-president of client services at Equity Trust Bahamas Limited. After a few months on the job, my insatiable appetite for knowledge led me to pursue studies with STEP. The support of my mother and husband keep me motivated and has propelled me to greater heights.
Why do you think you have been successful?
Keeping my eyes on the prize and remaining focused on the goals I set for myself certainly contributed to my success thus far. I also deem it important to continue with further education and exposure as well, including in areas that may not directly relate to fiduciary services.
Did mentoring play a part in your success?
Ivylyn Cassar and Dillon Dean of Equity Trust Bahamas Limited played integral roles in my success thus far. They have both in the past said, ‘Angie you will someday become the managing director of a company’. That always kept me motivated. Being under their tutelage has exposed me to many years of knowledge and experience that is most invaluable. They equally kept me encouraged through my roughest transitions in the industry and I can attest that having mentors as a model of who you would aspire to be play an important part in one’s overall success.
What qualifications do you feel are the most useful in helping you perform in the sector?
The STEP Foundation Certificate & Diploma in International Trust Management are extremely helpful in performing my duties. I would recommend this program to anyone wanting to pursue a career in fiduciary services, as this program covers all aspects of trust management. Additionally, I am currently pursuing the Series 7 with NASDAQ, which has assisted me in analyzing investment portfolios and other financial instruments, in order to make informed decisions on behalf of clients. Upon completion of these training initiatives I intend to pursue a foreign language.
What has been the biggest challenge in your career? How did you overcome it?
With constant changes to the legal and regulatory framework of the financial services sector, perhaps my biggest challenge has been remaining current in order to effectively advise clients. This challenge will be ongoing, and I intend to continue using resources such as the BFSB and STEP, through their sponsorship seminars, workshops and useful resources they offer (such as information on their websites) to remain current.
What advice would you give young people just starting out in the industry?
Find out what your niche and talents are in the industry, master them, and enjoy the growth. I have created this model for myself and it has not failed me. In addition, always aim to have a competitive edge though continued education and providing high quality professional service to your clients. Learn a second language as that will definitely enhance your career. Finally, stay focused.
Caribe 2016 Cleveland