Our Team
Associate
Maxine King
Maxine King is a chartered accountant with over fourteen years experience in the finance industry. She specialises in the areas of risk, asset & liability management, compliance and auditing.
Maxine holds an Honours Degree in Management Studies, a Master of Science in Accounting and a Master of Business Administration. She is a council member of the Gerson-Lehrman Consulting Group of the USA, a member of the Institute of Chartered Accountants, and a member of the Financial Managers Society of the USA.
She has held senior management positions in Clico Investment Bank and Caribbean Airlines, and her most recent position has been General Manager of the Diego Martin Credit Union.
You can contact Maxine here.
Key Employees
Dalia King
Dalia King is an attorney-at-law and our company secretary. She holds an LLB(Hons) from the London School of Economics and Political Science.
In keeping with our mandate to be a progressive financial services provider, Dalia ensures that our internal policies remain compliant with both local and international regulations and she advises the Board on issues of corporate governance.
You can contact Dalia here.
Suzette Marquis
Suzette Marquis is our Risk & Research Analyst. She has over eighteen years experience in the financial services industry and dedicated herself for eight years to personal banking with a portfolio management specialisation.
It will be good for you to know that when it comes to your investments, your projects and your life goals, Suzette believes in a research philosophy that meshes “slow & steady” with “out-of-the-box”. She covers all bases and it works for her. It works for us.
Suzette is currently at Level III ACCA.
You can contact her here.
Ihsan Slater
Ihsan Slater has thirteen years experience in the financial services sector with expertise in personal finance and accounting. Very customer-oriented, Ihsan is an account executive with the firm. She holds an honours degree in Business Management and takes an active role in credit union affairs.
In addition to taking care of our asset management clients, Ihsan leads our bureau de change operations.
You can contact her here.
Gerard Stephens
Gerard Stephens, account executive, works with Firstline’s institutional clientele. He joined us out of the commercial banking sector with experience in a diverse range of fixed income products such as repurchase agreements and corporate bonds. This breadth of knowledge serves our varied clientele well for each unique need.
Gerard holds a bachelor’s degree in Finance from Howard University and is currently pursuing his M.Sc. in International Finance at the Arthur Lok Jack Graduate School of Business.
You can contact him here.
Michael Cooper
Michael Cooper, our trading & strategy consultant, has a wide range of global experience, from managing business development for an internet startup to working in the energy field as a broker, private equity analyst and policy analyst. He has worked as a trader where he developed and implemented two proprietary high frequency trading strategies that outperformed their benchmarks.
At Firstline, his portfolio includes research, analysis, and development of investment strategies, as well as corporate finance. He earned a Bachelor’s in Political Science from Middlebury College.
You can contact him here.