Lori brings over 13-years banking, sales, relationship management and credit risk experience through roles held with two of the largest banks in the Caribbean, CIBC First Caribbean International Bank and RBC Cayman.

During her tenor with the Banks she worked within the following departments: Wealth Management, International Corporate and Domestic Corporate departments, which allowed her to develop broad expertise to exceed performance metrics and actualize growth opportunities for the organizations.

She has effectively managed commercial loan portfolios within domestic corporate (range US$150-US$200M) and deposit portfolio within International and Domestic Corporate (US$75-$100M).

Lori holds a Bachelor of Science in Finance from the University of Tampa (2009) and Master of Science in Finance and Accounting from the University of Wales (2015). She is a member of the Honor Society Beta Gamma Sigma (University of Tampa) and Certified Anti-Money Laundering Specialist (CAMS – 2021).

Larissa is a multifaceted administrative consultant with extensive background in a variety of administration duties. She has spent the last 10 years working in high-pressure settings in both team and leadership roles.

Her primary role with Legacy Solutions involves serving as a liaison between financial institutions and clients. It is essential that valuable relationships are maintained with our clients as well as with financial institutions to ensure a smooth and hassle-free process for clientele.

She is currently a Practitioner Psychologist and serving as an administrative consultant for the company.

Larissa obtained her Honours Bachelor of Science degree from The University of Toronto with a specialist in Forensic Psychology and a major in Exceptionality in Human Learning. She obtained a first-class Honours Master of Science Degree in Forensic Psychology from the University of Kent. Furthermore, she obtained her Practice Doctorate in Forensic Psychology from the University of Birmingham. Currently, she is completing for dissertation for a Master of Science Degree in Business and Organisational Psychology with Coventry University.