Phone: +1 345 623 5132
Julie is an Operations Officer and is responsible for FATCA/CRS and Cayman Beneficial Ownership reporting for Paget-Brown Financial Services Limited and its clients. Julie is an experienced application support consultant with over 20 years in financial services and works closely with business management, IT, Governance and user groups to ensure the efficient delivery of quality IT solutions that improve productivity and comply with regulatory requirements.
Prior to joining the Paget-Brown team, Julie held the position of Regional Training & Support Manager with Citco for 20 years, where she was responsible for implementing their entity management systems and providing support and training to the Corporate and Trust business across all Citco offices in the Caribbean and Americas.
She also led the global ViewPoint support team, coordinating all system upgrades and working with internal audit, risk assessment and compliance/AML teams to ensure the accuracy, integrity, confidentiality and compliance of client data across the organization.
Julie previously worked with Ernst & Young in both the UK and St. Thomas USVI, providing systems support to their Small Business Services and IT Audit departments.
We believe the key to delivering the highest level of service is the investment we make in our people and their ongoing development, promoting a culture built on a commitment to excellence.
Our dedicated and experienced team offers a wealth of knowledge and expertise covering all aspects of company administration, trust management, governance and regulation.
We understand our clients’ needs and create bespoke solutions that seamlessly deliver real commercial value. Our team has built their reputation on being thoughtful, agile and responsive.
We support clients around the globe enhancing their operations by lending our expertise, dynamically responding to their needs and helping them navigate today’s complex regulatory environment.