Duane Barrett
Financial Educator & Entrepreneur
Kingston, Jamaica
Summary
Articulate, professionally qualified accountant and CFA charterholder who possess 26 years of varied business experiences including pioneering and operating CFA, US CPA and FP&A exam prep courses in the Caribbean in strategic alliance with leading US exam prep providers. Experienced in formulating beneficial partnerships and executing customer development strategies that opened new markets for partners and resulted in delighted clients. Full understanding of corporate actions and metrics that will drive sales performance and its cascading financial effects on an organization. Able to easily communicate and impart complex financial information that will engage and educate audiences and attain enthusiastic stakeholder buy in. Investment portfolio management consultant to institutional clients while having an entrepreneurial flair.
Overview
38
38
years of professional experience
6
6
years of post-secondary education
Work History
Executive Director - Professional Exam Programs
CPA Tutors & Consultants
02.1995 - Current
- Proficient in analyzing the macro-environment to identify nascent learning and development needs and in so allowed our entity to become the 1st mover in establishing industry relevant training courses. Pioneered the Caribbean's first CFA, CPA, Securities Industry Essentials & FP&A certification study courses.
- Negotiated 3rd party academic content provider contracts to achieve prime pricing and to expand market reach.
- Influenced the largest regional Caribbean asset manager to incorporate the CFA Investment Foundation course (and Claritas) as part of their development training for staff being groomed for company promotion. Lead the training of over 100 of these team members.
- Initiated and organized various Caribbean CFA Candidate Support webinars with 5 Caribbean societies which they utilized as part of their candidate engagement strategy.
- Drove strategic improvements to enhance operational and organic sales effectiveness which resulted in Jamaica being the top CFA candidate market.
- Monitored sales forecasts and projected financial planning for organization to achieve revenue goals. Worked with University Career officers and corporate training managers to provide a pathway for easy candidate entry into our programs.
- Possess international work exposure and cultural awareness through work assignments in Dominica Republic, US, Brasil and various Caribbean countries. Collaborated with CFAI head office prior to Jamaica Society launch to host CFA charter award ceremonies.
- CFA exam prep instructor since 2002, with deep understanding of the various CFAI programs and how they differ from competing products. Able to establish a compelling value proposition to individuals and firms sponsoring employees in the course.
- Familiar with the asset management industry and capable of articulating how the industry’s continuous learning needs align with CFAI programs
Director of Internal Audit
SuperClubs Resorts
Hollywood, Florida
07.1999 - 05.2010
- Identified improvement changes regarding key processes for internal controls and accounting procedures over tour operator invoicing, travel expenses and centralized resort purchasing in the US.
- Conducted revenue sales analysis of the US national sales representatives and their impact on hotel revenue yield management.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Education
Master of Science - Accounting
University of The West Indies
Kingston, Jamaica 08.1991 - 06.1993
Professional Designation Studies - Investment Portfolio Management
CFA Institute
Charlottesville, VA 06.2011 - 06.2015
Professional Designation Studies - Certified Public Accountant
American Institute of Certified Public Accountants
Washington, DC 07.1994 - 11.1994
Skills
Professional development workshops conceptualizer
Public speaker and presenter
Curriculum design
Classroom Instruction
Committee leadership
Timeline
Professional Designation Studies - Investment Portfolio Management
CFA Institute
06.2011 - 06.2015
Director of Internal Audit
SuperClubs Resorts
07.1999 - 05.2010
Executive Director - Professional Exam Programs
CPA Tutors & Consultants
02.1995 - Current
Professional Designation Studies - Certified Public Accountant
American Institute of Certified Public Accountants
07.1994 - 11.1994
Master of Science - Accounting
University of The West Indies
08.1991 - 06.1993