Profile
As Corporate Manager, Carol provides management and administration services to Zobec’s corporate clients.
With over 25 years experience in the industry, Carol has extensive know-how of Bermuda companies, and a working knowledge of companies located in the British Virgin Islands, Cayman, Switzerland, Guernsey, Jersey, Singapore, Delaware, Ireland, Curaçao and Germany. Her portfolio includes all aspects of corporate administration, overseeing an extensive and varied portfolio of companies including mutual funds, pharmaceutical, film production, manufacturing, insurance, publicly listed, segregated accounts and permit companies. Carol’s experience extends to licensed and exempted funds and partnerships of various types.
She has worked with a number of family offices and, for over ten years Carol administered a large family office overseeing all aspects of the corporate and back office functions including maintenance of corporate records, preparation of minutes, cash management, bookkeeping, human resources, and compliance. During this time her role extended to that of trust administrator providing her with further proficiency in all aspects of trust administration, aircraft financing, private trustee companies, residential and commercial property management, commercial trusts, charitable trusts and foundations.
Carol’s portfolio currently includes a number of pharmaceutical companies and she works closely with Irish, New York and Swiss advisors. She has been part of various committees for clients and tasked with projects including IPOs, listing and delisting for public companies, re-domicile of companies including licensed funds, application of licenses, global restructuring of multi-jurisdictional groups, employee incentive schemes, establishment of segregated account companies and acting as registrar for public companies.
Professional Qualifications
• Corporate Procedures I & II, The Bermuda Branch of The Canadian Institute of Chartered Secretaries and Administrators (ICSA)
• Vocational Paralegal, Institute of Legal Executives
• Executive Secretarial Program, Burdett School, Boston, USA
Industry Associations
• Member Bermuda Association of Compliance Officers (ABCO)