Jodi is based in Jersey where she is a senior director – business integration management office (IMO) executive.
Jodi is responsible for the integration of complex activities and structures related to newly acquired PCS businesses following mergers, acquisitions or significant organisational changes. This role includes managing the overall planning, execution, and success of project solutions within often tight timelines and demands a deep understanding of existing workflows and the implementation of new technologies to streamline operations and achieve strategic objectives.
Jodi joined JTC in 2017 whilst based in Geneva following JTC’s acquisition of Merrill Lynch’s international trust business. Since then she has undertaken a number of senior roles with the PCS team. These include Managing Director of Switzerland and Isle of Man, responsibility for the BVI and Cayman Island private client offering, and most recently, Deputy Head of Private Client Services in Jersey.
Jodi has over 20 years’ experience working with private clients from all over the world. She has worked extensively with high net worth clients in a number of jurisdictions and has a deep understanding of the complexities and inter-connections of JTC’s private client offices and global network.
