About

At Legacy Solutions, our goal is to provide our clients with solutions to help meet goals to build their financial legacy through.

Ownership

Lori Moncrieffe

Over 10-years Banking, Sales, Relationship Management and Credit Risk experience through her numerous roles held with one of the largest Banks in the Caribbean, CIBC First Caribbean International Bank.

During her tenor with the Bank she served in roles within the following departments: Wealth Management, International Corporate and Domestic Corporate.

She effectively managed the second largest Loan Portfolio 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).

 

Ownership

Lori Moncrieffe

Over 10-years Banking, Sales, Relationship Management and Credit Risk experience through her numerous roles held with one of the largest Banks in the Caribbean, CIBC First Caribbean International Bank.

During her tenor with the Bank she served in roles within the following departments: Wealth Management, International Corporate and Domestic Corporate.

She effectively managed the second largest Loan Portfolio 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).

 

Let’s Start Building
Your Financial Legacy!

If you would like more information regarding our services, feel free to contact us via email, telephone or contact form.

Info.legacysolutions@gmail.com
1(345)925-9810