Deidree is an expert practitioner in the financial services industry, particularly with regard to the formation and administration of structures for families, and is the Americas lead for Suntera Private Office, operating out of the Bahamas.
With a career in financial services spanning two decades, Deidree worked at a number of large financial institutions before joining Suntera in 2016 following the acquisition of RBC Wealth Management’s Caribbean business. As a lead within the Private Office arm of the business, she is responsible for developing and enhancing Suntera Global’s proposition for families across the Caribbean and wider Americas markets.
She holds a bachelor’s degree in banking and finance, is a member of the Society of Trust and Estate Practitioners (STEP) and has served on the STEP Global Philanthropy Advisor Special Interest Group Steering Committee (2020 -2024). She has also authored several articles for the STEP Journal and is an active member of the Bahamas Financial Services community, having been elected as a Director for the Bahamas Financial Services Board, where she also served on the executive committee as Assistant Treasurer (2020 – 2022).
