Kyle Cassidy Email & Phone Number

Mclean, Virginia, United States

Baltimore, Maryland, United States

- Supported the computation and regulatory reporting requirements of SEC Rule 15c3-3 Customer Reserve Lockup.- Collaborated with the Legal, Operations, and Technology departments to identify root cause discrepancies in firm financial statements and to obtain validations, commentaries and/or adjustments for breaks and charges.- Monitored firm operational.

Baltimore, Maryland, United States

- Performed quarterly audit of all trades and positions held by clients on behalf of Morgan Stanley.- Routinely analyzed firm controls to ensure compliance with auditing, risk and regulatory requirements and standards.- Effectively managed incoming audit and confirmation requests to ensure accuracy and timely responses to clients.- Monitored and reported.

Rockville, Maryland, United States

- Assisted investors and advisors in the onboarding process with FINRA software.- Clarified any rules and regulations regarding the financial industry to clients, advisors, and employees of the firm.- Collaborate with financial professionals in filling out regulatory forms on behalf of the firm.

Salisbury, Maryland, United States

The objective of the Practicum in Portfolio Management is to analyze and outperform the S&P 500.- Executed buy, sell, and hold positions on stocks in the information technology sector of the S&P 500- Managed an investment portfolio in a teamwork environment, with emphasis on economic, industry and company analysis- Prepared reports daily on security.

Washington, District Of Columbia

- Consulted between GS-15 and GS-14 level employees and CGI private contractors on program development and enhancement.- Completed a market research project comparing the serviceability of IBM Maximo Inventory Control System (ICS) and WebTMA Computerized Maintenance Management Systems (CMMS)- Developed streamlined reference guides for starcode setup.