Lori is responsible for ensuring the efficiency of global fund administration internal procedures and processes for the Automatic Exchange of Information and to support change management related to these activities. She is further responsible for FATCA and CRS compliance and data management for fund administration clients in the Caribbean and Americas, and routinely supports the fund of funds and RTA teams.
Lori joined MaplesFS in 2016. Previously Lori was the owner of a consultancy business working primarily with financial services firms and industry associations in the Cayman Islands. Prior to this, she was Head of Administration at a global investment banking corporation, and before that, she worked with two Canadian telecommunications and television broadcasting companies.
Professional / Civic Activities
Member of the Association of Certified Anti-Money Laundering Specialists.
Member of the Cayman Islands Fund Administrators Association.
Member of the Cayman Islands Acts of Random Kindness.