Professional Profile and Career Summary

Summary

• Demonstrated achiever and leader with thorough knowledge of the hedge fund industry and reporting requirements of Cayman domiciled funds.
• Strong organizer having been elected to the Legislative Assembly from 2000 to 2013.
• Demonstrated leader having served as a Cabinet Minister from 2009 to 2013.
• Debated and helped shape critical legislative and policy reform in financial services from 2000 to 2013, therefore gained a strong understanding of the business and legislative framework in the Cayman Islands.
• Completely technology literate and comfortable with learning new software.
• Works well with people and is a self-starter who works well under pressure and communicates clearly and effectively.
• Worked in the world’s financial capital, New York.
• Participated in the Joint Ministerial Council in London (highest political forum for British Overseas Territories).

Education

• Bachelor of Business Administration1995
  The Ohio State University, Columbus, Ohio
  Concentration in Accounting; graduated cum laude
• Passed Certified Public Accountant (CPA) Exam (on first attempt) 1996

Career History & Accomplishments

Managing Director, Pointer Consulting Ltd., Cayman Islands 2014-Present

• Lead consultant on development projects financial analysis.
• Regulatory consultant to a utility company.
• Regulatory and business consultant to general aviation and aviation security companies.
• Outsourced CFO for medium-sized companies.
• Provide outsourced accounting services for medium-sized companies.

Deputy Chairman, Health Services Authority, Cayman Islands 2019-2021

• Chairman of Audit Subcommittee
• Member of Finance, IT and HR Subcommittees.
• Focused on board governance policies.

Minister of Education, Financial Services & Employment and Deputy Premier, 2009-2013
Cayman Islands Government (Cabinet).

• Responsible for an annual operating budget of $84 million and over 800 staff.
• Responsible for a cumulative capital budget in excess of $100 million.
• Led a whole-scale reform of the public education system, including:
  • Early Childhood Care and Education curriculum development
  • Behaviour for Learning strategies
  • Restructured two secondary schools
  • National numeracy and literacy interventions
  • New graduation criteria
  • Professional standards for teachers and principals
  • Five-year National Strategic Plan for Education (2012-2017)
• Developed and implemented three traineeships/apprenticeships.
• Led the restructuring of Pensions and Labour enforcement.
• Led the legislative reform for a new Pension Regime.
• Piloted financial services legislation addressing OECD Peer Review comments, addressed AIFMD, and created Portfolio Insurance Companies.
• Signed the Tax Information Exchange Agreement with Brazil on behalf of the Cayman Islands.
• Played a key role in negotiating the four-year Cayman Islands budget framework with Her Majesty’s Government (2013-2016).
• Oversaw the reform at the University College of the Cayman Islands, introducing programs such as:
  • Nursing BSc.
  • Post Graduate Certificate in Education
  • A thriving Performing Arts Department
  • Astronomy programs

Elected Member of the Legislative Assembly, Cayman Islands Legislative Assembly 2000-2013

• Elected in November 2000 at age 28 (youngest in the history of my district).
• Successful in re-election bids in 2005 and 2009.
• Served on the Public Accounts Committee:
  • Chairman (2000-2005)
  • Member (2005-2009)
• Served on the Waste Management Advisory Committee (2005-2009).
• Served on the Telecoms Advisory Committee, which led to the successful end of a monopoly in telecoms (2001-2003).
• Served on the Energy Advisory Committee (2002-2005).
• Sponsored or co-sponsored various Private Members' Motions, including:
  • Labour Law Reform proposals
  • Lending practices proposals
  • First-time property ownership proposals
  • Sunshine legislation proposals
  • Health insurance proposals
  • Legislative procedural reform
• Member of the Cayman Islands Constitutional Negotiating Team.

Partner, RSM Cayman Ltd., Cayman Islands 2003-2009

• Successfully established Goldstein Golub & Kessler (Cayman) in the local audit marketplace.
• Oversaw a series of mergers that resulted in McGladrey & Pullen Cayman (later renamed RSM Cayman Ltd.).
• Responsible for a portfolio of over 100 hedge funds.
• Ceased involvement upon selection as a Cabinet Minister following the 2009 general elections.

Manager, PricewaterhouseCoopers (PwC), Cayman Islands 1995-2000

• Audit Senior, PwC Cayman (1999-2000) – Responsible for a portfolio of hedge funds and banking clients.
• Audit Senior, PwC New York (1997-1999) – Responsible for a portfolio of hedge funds and Registered Investment Companies (RICs).
• Staff Accountant, PW Cayman (1995-1997) – Worked on audit teams responsible for hedge funds, banks, trusts, and captive insurance companies.

Memberships & Affiliations

• Honorary Member of Cayman Islands Seafarers Association
• Justices of the Peace Association