Jessica Carroll appointed as Operations Manager at Carrick Wealth, Cape Town

It is with great pleasure that Carrick Wealth wishes to announce the appointment with immediate effect of Jessica Carroll as the group’s new Operations Manager based at its head office in Cape Town.

Jessica joins Carrick from State Street Corporation, a US financial services and bank holding company and one of the largest asset management companies globally. At State Street she held the position of Client Service Officer (Senior Team Lead) in their branch in Gdansk, Poland to which she had relocated from Cape Town. She brings with her substantial local and international client service management and project experience, and also successfully relocated client services and started up business teams from London to Cape Town and again from Cape Town to Poland.

In this capacity she managed teams in multi-cultural environments and gained valuable expertise in global financial markets, fund accounting, internal platforms, and manager relationships in the UK, Europe, Middle East and Africa. During her almost 6-years stint at State Street, she held previous positions as Client Service Senior Associate, Client Service Representative and Daily Fund Accountant, UK Offshore Funds.

Jessica holds a B Com Management Accounting degree from Stellenbosch University and is designated ACMA and GCMA by the Chartered Institute of Management Accountants (CIMA). She is currently also enrolled for Level 1 of the CFA Institute’s programme.

“I believe Jessica will add tremendous value to the Carrick Operations team as we expand our footprint via our Africa expansion and vertical integration strategies. I strongly believe her extensive experience, particularly focused on client servicing, will bode well for Carrick in establishing a truly euphoric client experience across all jurisdictions and product offerings,” says Rashay Makan, Operations Director. “Welcome Jessica to the Carrick family, we are looking forward to working with you as we continue to grow the Carrick business.”

Jessica believes her financial and emotionally mature leadership skills that have allowed her to work in a high risk, high value environment under extreme pressure, have equipped her well for her new role at Carrick.

About joining Carrick, she says: “I am immensely proud to be joining Carrick, where the organisation’s core values of integrity, transparency and professionalism are truly lived by such an enthusiastic team. Carrick are not only raising the bar in financial services, they are redefining industry standards, for both the client and the employee.”

“I look forward to collaborating with individuals who are true experts in their respective fields. I bring to the team several years of client servicing and project experience which I believe will complement the Carrick development strategies into the future,” says Jessica.


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