Management and Staff

Leslie Nelson

C.E.O. - FCMA, CA, MBA, FLMI

Mr. Nelson is a Chartered Accountant with over twenty (20) years experience in the financial services industry, ten (10) of these years are at Executive Management.

He is a Fellow of the Chartered Institute of Management Accountants of the United Kingdom and a member of the Institute of Chartered Accountants of Trinidad and Tobago.

He is also the holder of a Master of Business Administration Degree (Finance) from The University of Reading, Henley Management School of Business in London, England and a Fellow of the Life Office Management Institute (Managerial Accounting) from Atlanta, USA.

In addition to his academic qualifications, Leslie has attended numerous seminars and conferences as part of his quest for continuous professional development including a Certificate in Public Relations from the American Management Association.

He acquired three (3) years international experience working in Toronto, Canada which has provided global perspective on finance, organizational change management strategies and client relationship management.

Mr. Nelson is a Past President of the San Juan Lions Club and Past Zone Chairman of Lions International having held this position both in Trinidad and in Toronto. He has received numerous awards for distinguished community service including the Melvin Jones Fellowship from Lions International in recognition of his commitment to humanitarian work.

Petrina Copeland-James

Manager Mortgages & Investments

Michelle Mulcare

Marketing Manager

Lucyann Henry-Coutou

Accountant

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