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Paulette Lozaique
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Work Experience
Assistant Securities Trader
Mar 2009 - Aug 2021 · 12 years and 5 months
Royal Fidelity Merchant Bank & Trust Ltd.
Securities Investment Advisor
Mar 2009 - Dec 2020 · 11 years and 9 months
Investment Funds Administrator
Feb 2007 - Feb 2009 · 2 years
Company Details
51-200 Employees
Headquartered in The Bahamas, RF has been committed to helping our clients create and manage wealth since its inception in 1997. We are your regional private bank connecting clients in The Bahamas, Barbados and the Cayman Islands with the best in local and international investments. Collectively, we have helped clients raise in excess of USD $1.8 Billion in capital and we have $2 Billion+ assets under administration. Offering a wide range of investment products and services, our financial solutions are designed to help individuals and corporate clients meet and achieve their investment goals. These include: Mutual Funds Investment Management Investment Banking Group & Personal Pension Plans Personal Retirement Accounts Stock Brokerage Trust & Estate Planning Educational Investment Accounts
Year Founded
1997
Social Media
LinkedinFacebook
Industry
Banking
HQ Location
East Hill Street Nassau, New Providence, BS
Keywords
Group PensionsPersonal Pension PlanTrust & Estate PlanningInvestment ManagementBrokerageMutual FundsBahamasBarbadosCaymanInvestment Banking
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