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Dana Beachoo

  • Chief Operating Officer

  • Board Member, Director

  • Chair- Audit Committee

  • Mutual Funds Audits, Compliance Expert, Financial Planning

  • Registered Associate 

  • LinkedIn

Dana Beachoo, FCCA, CA

Dana is Director and Chief Operating Officer of Waterloo Capital Advisors Limited since August 2019.  She is also a Registered Representative of the company with the Trinidad and Tobago Securities and Exchange Commission.  In addition to being responsible for the daily operations and progress of the company, she currently leads the development of the Financial Consultancy arm of the business.
Previously, Dana spent over 15 years in the financial services sector, the majority of which at PricewaterhouseCoopers, in the audit and assurance arena. She brings extensive experience in leading a broad cadre of professionals and managing projects of statutory financial audits, regulatory and AML compliance reviews, internal controls, and risk assessments, and International Financial Reporting Standards implementation, to name a few, for a portfolio of top tier financial services clients in the Caribbean, including banks, mutual funds, insurance, and asset management companies.
Dana is a Chartered Accountant, fellow of the Association of Chartered Certified Accountants (FCCA), and a member of the Institute of Chartered Accountants of Trinidad and Tobago (ICATT).

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