SHERYL MCLAUGHLIN
Providenciales
Summary
I am a highly motivated and disciplined professional seeking to assist the Government in achieving its goals and objectives as a Deputy Permanent Secretary. My role as the Investment Services Executive at Invest TCI, my acting assignment as SVP, and my ten-year tenure as a Platinum Associate at CIBC First Caribbean Bank have cultivated a diverse skill set, strong interpersonal abilities, and key attributes. These include self-confidence, a robust work ethic (dependability, dedication, respectfulness, and professionalism), relationship management skills, openness to feedback, active listening and communication skills, and conflict management capabilities. These qualities enable me to effectively and efficiently fulfill the duties of Deputy Permanent Secretary. My interpersonal skills, innovative approach to tasks, and eagerness to excel reinforce my confidence that I will continue to be an asset to the organization if given this opportunity.
Overview
15
15
years of professional experience
Work History
INVESTMENT SERVICES EXECUTIVE
Invest Turks & Caicos
03.2019 - Current
- Researched TCI's target sectors to identify investment opportunities that can be marketed to investors
- Optimized operational efficiency by redesigning processes, systems, and workspaces for increased productivity.
- Provided financial assessments on the viability of proposals by reviewing developer financial statements
- Identified specific investors, developers, and operators to approach with investment propositions
- Provided data, information, reports, and advice to assist prospective investors
- Facilitated efforts of investors to develop projects in the country and managed a portfolio of investment proposals
- Established and maintained contacts and good relationships with potential investors and business locally and internationally
- Assisted with the planning and execution of investment promotion marketing programs.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports, and access.
ACTING-SENIOR VICE PRESIDENT INVESTOR SERVICES
Invest Turks & Caicos
12.2022 - 07.2023
- Lead the Invest Turks and Caicos team to identify and market investment opportunities in TCI's target sectors.
- Developed and implemented processes for lead generation and information dissemination to investors.
- Created processes and procedures for facilitating investment, including proposal templates and guidelines.
- Assigned project proposals to employees, overseeing their work, and implementing reporting systems to keep the Board and Cabinet informed.
- Managed complex and politically sensitive project proposals, including reviewing, clarifying, and consulting with other ministries to facilitate investment.
- Screened new investment projects for suitability, feasibility, and quality.
- Collaborated with legal advisors on negotiations and assisting investors with development agreements.
- Prepared cabinet papers for development incentives approval under relevant ordinances and policies.
- Provided comprehensive services and assistance to investors.
- Established and maintained a filing and database system for the project portfolio and reporting on project statuses quarterly and annually.
- Established and maintaining relationships with potential investors and key organizations locally and internationally.
- Collaborated on investment promotion marketing programs and producing materials to help domestic investors with financing and regulatory challenges.
- Contributed to the annual Strategic Plan and Budget.
- Made presentations to prospective investors.
- Performed other relevant activities or duties as assigned by the CEO
ACTING-VICE PRESIDENT OF MICRO SMALL & MEDIUM ENTERPRISE DEPARTMENT
Invest Turks & Caicos
07.2020 - 07.2021
- Researched target sectors to identify investment opportunities for local investors.
- Identified and engaging domestic investors, developers, and operators through various tools and methods, and determining qualified leads.
- Provided data, information, reports, and advice to assist prospective domestic investors.
- Facilitated the development of projects under the MSME Ordinance and managing a portfolio of MSME investment proposals.
- Established policies and procedures for concessions and grants, and providing recommendations for technical assistance.
- Reviewed and clarified investor proposals, consulting with TCIG Ministries, and screening new projects for suitability and feasibility.
- Prepared cabinet papers for development incentives and collaborating with legal advisors to finalize agreements.
- Provided necessary services to investors and referring clients for technical assistance.
- Maintained a proper filing and database system for the project portfolio and reporting on active projects quarterly and annually.
- Established and maintained relationships with potential investors and organizations involved in SME development.
- Assisted with investment promotion marketing programs and collaborating with the CED on technical assistance efforts.
- Contributed to the Invest Turks and Caicos Agency Strategic Plan and Budget.
- Made presentations to prospective investors as needed.
- Undertook any other relevant duties as required.
PLATINUM ASSOCIATE
CIBC First Caribbean International Bank
09.2009 - 03.2019
- Assessed client risk tolerance
- Established and maintained Brokerage Accounts
- Facilitated the purchase and sale of securities
- Monitored each investment account
- Liaised with Brokers, Trust Officers, Trust Agents, Investment Houses, Portfolio Managers
- Assessed historical data/performance of brokerage funds against industry benchmark
- Conducted vigorous Due Diligence checks on investors
- Ensured Due Diligence policies were enforced
- Ensured client brokerage data remained confidential
- Assessed risk management policies
- Ensured CIBC FCIB TCI was compliant with all brokerage regulations, procedures, and policies
- Distributed surveys to brokerage clients and assess results
- Prepared tailored reports
- Prepared quarterly analysis reports to FSC
- Evaluated and distributed monthly brokerage account valuation reports to clients.
MARKETING EXECUTIVE
Royal Realty
12.2008 - 08.2009
- Developed and managed a marketing strategy for the company and its product
- Contributed to the Strategic Plan and Budget annually
- Prepared marketing materials
- Managed the short-term rental segment
- Assisted in the development of the company's website
- Created and maintained client databases
- Worked collaboratively with other members of the management team
- Took the lead in regard to Crisis Management
- Interviewed perspective candidates for employment
- Performed villa assessments.
Education
MASTER'S DEGREE - Msc. Finance
Charisma University
07.2024
BACHELOR OF SCIENCE DEGREE - Bsc Marketing
University Of Tampa
Tampa, FL01.2008
ASSOCIATE OF SCIENCE DEGREE - Ass. Business Administration
Turks & Caicos Community College
01.2002
HIGH SCHOOL DIPLOMA -
Clement Howell High School
01.2002
Skills
- Policy Development
- Strategy Development & Implementation
- Cabinet Paper writing
- Budget Development
- Staff Development
- Financial Report Writing
- Project Organization & Management
- Proficient in Computer-based systems/software
- Private Sector Engagement
- File/records maintenance
- Report generation and analysis
- Securities Trading (all asset classes)
- Security Monitoring & Management
- Financial Statement Analysis (P&L, Income Statement, Balance Sheet, Cash Flows)
- Highly experienced with multinational and multicultural clientele
- Excellent written, oral communication skills
- Microsoft Office Suite
- Due Diligence -Lexis Nexis & Safety Net
- Adobe
- Microsoft Teams
- Customer Relationship Management (Salesforce)
- Smart Stream (Internal ledger accounts)
- ICBS
- Card Management System
- ABT
- Procard (ATM, Credit and Debit cards)
- Rloans
- Swift (wire transfers)
Certificates Training
- Anti-money Laundering (Annual 2009-2019)
- Strategic Trade and Investment-Professional Certificate
- Investment Facilitation Sustainable Development and building Back Better-Certificate of Participation
- AML Compliance Program-Certificate of Participation
- Post-Covid-19:IPA's Adapting the new normal
- Core (Credentials for Readiness) Harvard-Certificate of Completion
Hobbies and Interests
- BOARD MEMBER - APPROPRIATIONS COMMITTEE (PAST)
- TREASURER - KIDNEY FOUNDATION (PAST)
Timeline
ACTING-SENIOR VICE PRESIDENT INVESTOR SERVICES
Invest Turks & Caicos
12.2022 - 07.2023
ACTING-VICE PRESIDENT OF MICRO SMALL & MEDIUM ENTERPRISE DEPARTMENT
Invest Turks & Caicos
07.2020 - 07.2021
INVESTMENT SERVICES EXECUTIVE
Invest Turks & Caicos
03.2019 - Current
PLATINUM ASSOCIATE
CIBC First Caribbean International Bank
09.2009 - 03.2019
MARKETING EXECUTIVE
Royal Realty
12.2008 - 08.2009
MASTER'S DEGREE - Msc. Finance
Charisma University
BACHELOR OF SCIENCE DEGREE - Bsc Marketing
University Of Tampa
ASSOCIATE OF SCIENCE DEGREE - Ass. Business Administration
Turks & Caicos Community College
HIGH SCHOOL DIPLOMA -
Clement Howell High School
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