Kate Evans

Kate Evans Email and Phone Number

Securities and Derivatives Senior Manager at Citi @ Citi
new york, new york, united states
Kate Evans's Location
Niagara County, New York, United States, United States
About Kate Evans

Katie Evans joined Citi in 2005. She has held multiple positions of increasing responsibilities across Institutional Clients Group within Operations over the last fifteen years, and has been a part of North America Cash Securities Operations for the last six years. Katie currently manages the Fed Fixed Income Settlements for North America, and is responsible for the oversight and clearance for multiple depositories. She works in a fast-paced environment, which requires timely resolutions of breaks and fails in order to mitigate risk and accurately report to the Federal Reserve. Katie is also the North America Cash Securities Ops lead for Resolution & Recovery Planning for providing subject matter expertise on various regulatory requests and reports. Over the course of fifteen years, she continues to rise through the ranks by working hard, seeking out opportunities and by challenging the status quo. Katie leads her team on strategic initiatives to push the business forward while being engaged in all phases of a project’s life-cycle. She has led multiple migrations for Citi Treasury Investment business and decommissioning legacy platforms onto the domestic strategic settlement platform, known as Broadridge. In addition, she spearheads cross-functional tactical business and risk driven initiatives. Katie continues to collaborate with Technology to implement automated solutions to reduce costs and minimize risks.She holds Series 99 license (FINRA Operations Professional) and has completed several on-site trainings for Leadership, Citi Lean and Operations Excellence. Katie is native to Buffalo, New York and has been married for thirteen years. She has three children and is involved with her local Church and School activities.

Kate Evans's Current Company Details
Citi

Citi

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Securities and Derivatives Senior Manager at Citi
new york, new york, united states
Website:
citigroup.com
Employees:
201877
Kate Evans Work Experience Details
  • Citi
    Securities & Derivatives Group Manager - Svp
    Citi Dec 2018 - Present
    Buffalo, New York, United States
    • Supervisor of broker dealer and bank Fixed Income settlements for North America and responsible for the oversight of 6 depositories, 17 direct reports and clearance of $400 billion daily. • Managing the oversight and timely resolutions of breaks and fails to mitigate risk, and comply with regulatory guidelines and accurately reporting to the Federal Reserve.• Daily interaction with clients, technology and business stakeholders in order to provide timely solutions and remediate issues.• Develop and implemented multiple project plans that created efficiency and mitigated risk.• Lead and coordinate global cross-functional tactical and strategic initiatives across Cash Securities.• Enforce risk and control mechanisms to ensure overall compliance to policies and regulatory requirements.• Implement and act as Operations subject matter expert for regulatory and industry initiatives including Contingency Planning.• Globally align and implement effective controls across functional areas while eliminating 20% of the overall time spent on obsolete policy and testing methodologies while ensuring compliance with regulations to reduce risk and to deter errors.
  • Citi
    Securities & Derivatives Senior Manager - Vp
    Citi Jun 2014 - Dec 2018
    Buffalo, New York, United States
    • Supervision of Fed Fixed Income Settlements for North America, and is responsible for the oversight and clearance for multiple depositories • Managing the oversight and timely resolutions of breaks and fails to mitigate risk, and comply with regulatory guidelines and accurately reporting to the Federal Reserve.• Daily interaction with clients, technology and business stakeholders in order to provide timely solutions and remediate issues.• Develop and implemented multiple project plans that created efficiency and mitigated risk.• Led the successful migration of $200 billion for Citi Treasury Investment business onto the domestic strategic settlement platform, known as Broadridge.• Lead and coordinate global cross-functional tactical and strategic initiatives across Cash Securities.• Proposed a change to the Global Sanctions Policy that was accepted, in which had direct global impact on Cash Securities including future reiterations of the Sanctions policy.• Acted as a liaison to coordinate the application and integration of robotics across Cash Securities, with a successful implementation with Warehouse operations.
  • Citi
    Global Payment Operations Senior Manager - Vp
    Citi Dec 2011 - Jun 2014
    Buffalo, New York, United States
    • Responsible for the management and oversight of 24 hour global cash processing teams, 20 direct reports, 35 vendor staff (India/Singapore/Dalian) and clearing $1.2 trillion daily. • Point person in Buffalo for US Command Center in response to the European crisis.• Decreased repair error rate by 10%, and implemented processing standards globally.• Developed and implemented multiple project plans that created efficiency and mitigated risk.• Coordinated the reduction of legacy cash flows and collaborated with technology to implement vendor based solution, CitiFT, for transaction services globally. • Enforced risk and control mechanisms to ensure we met all compliance and regulatory requirements.• Strengthened and re-built the Canadian processing team to improve VOE and business partner relationships.• Improved the Canadian dollar straight through processing rate by 45%.• Led operations work stream initiatives to create efficiency and align functions. • Supported multiple internal and external customer relationship teams by providing payment tracking and payment re-engineering to increase straight through processing.• Led all aspects of people management including score cards, recruitment, development, training and performance.
  • Citi
    Global Payments Operations Team Coordinator - Avp
    Citi Oct 2010 - Dec 2011
    Buffalo, New York, United States
    • Departmental lead supporting Lean Initiative for Global Payment Processing.• Created a team that was highly motivated and self sufficient by developing core competencies.• Conducted staff certification across our global partners for regulatory processes.• Supported and trained customer service teams on all aspects of payments processing which included: system navigation, payment re-engineering, payment tracking and core funds transfer investigations.
  • Citi
    Global Payment Operations - Representative 1 To B 10 Anaylst
    Citi Apr 2005 - Oct 2010
    Buffalo, New York, United States
    • Daily review of transactions with insufficient funds on various platforms (Consumer, Worldlink, Canadian, and Corporate customers (FIRM and GIRM)). Ensured all approvals adhered to the ICG Risk Policy prior to releasing funds.• Assisted and produced an operational cash grid that aligned with the 2009 ICG Risk Policy, to ensure accuracy when obtaining credit risk approval. • Apart of the core risk team that existed during the financial crisis, to coordinate/review the multiple bankruptcies to mitigate liquidity risk to bank.• Provided demonstrations during onsite client walk-through of the global cash processing system, to generate new client work streams.

Frequently Asked Questions about Kate Evans

What company does Kate Evans work for?

Kate Evans works for Citi

What is Kate Evans's role at the current company?

Kate Evans's current role is Securities and Derivatives Senior Manager at Citi.

Who are Kate Evans's colleagues?

Kate Evans's colleagues are Awal Afridi, Yuanliu Hu, Mike Huang, Nobel Soeung, Tim Flaherty, Anthony James Monastrial, Dewi Wijaya.

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