Kyle Geers
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Kyle Geers Email & Phone Number

Senior CSM - Asset Managers at YCharts
Location: Greater Chicago Area, United States 11 work roles 2 schools
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Current company
Role
Senior CSM - Asset Managers
Location
Greater Chicago Area, United States
Company size

Who is Kyle Geers? Overview

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Quick answer

Kyle Geers is listed as Senior CSM - Asset Managers at YCharts, a with 177 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Kyle Geers.

Kyle Geers previously worked as Senior CSM - Institutional at Ycharts and Senior CSM - Asset Management at Ycharts, Inc.. Kyle Geers holds Bachelor Of Science, Business Administation from Depaul University.

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Email format at YCharts

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YCharts

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Profile bio

About Kyle Geers

Kyle Geers is a Senior CSM - Asset Managers at YCharts.

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Kyle Geers's current company

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YCharts
Ycharts
Senior CSM - Asset Managers
Chicago, IL, US
Website
Employees
177
AeroLeads page
11 roles

Kyle Geers work experience

A career timeline built from the work history available for this profile.

Senior Csm - Asset Managers

Chicago, Il, Us

Senior Csm - Institutional

Current

Greater Chicago Area

Jan 2022 - Present

Senior Csm - Asset Management

Greater Chicago Area

Jan 2020 - Jan 2022

Senior Customer Success Manager - Ria

Greater Chicago Area

Aug 2016 - Jan 2020

Customer Success Manager

Greater Chicago Area

May 2015 - Aug 2016

Associate

Greater Chicago Area

-Ensure that all cash and positions are reconciled accurately, efficiently and on a timely basis-Monitor accurately cash balance positions for Trading Desks and Portfolio Managers-Work with internal and external parties in order to resolve breaks, identify root causes and expedite resolution-Ensure that all positions are accurate and reconciled across multiple internal systems including BlackRock Solutions, Wall Street Office, e-PAM and others as needed. -Monitor formal processes that ensure reconciliation processes meet standards established by internal and external auditors including SAS 70 procedures-Assist with internal/external ad hoc requests-Assist with special projects

Dec 2014 - May 2015

Senior Consultant

Northern Trust Hedge Fund Services (Formerly Citadel Llc)

Greater Chicago Area

A top tier hedge fund administrator offering premium middle- and back-office solutions to the rapidly growing hedge fund industry.*Manage all day to day processes and responsibilities for listed equity options, listed futures, and listed futures options.-Identify and resolve daily trade breaks for high volume listed securities and listed derivitaves business.-Process all trade corrections, early exercises and assignments and perform additional tasks related to daily trade processing of listed securities and derivitaves.-Manage all back-office position maturity activities. -Work with Client On-boarding team to facilitate start up transition for new fund administration clients.-Responsible for the successful implementation and interpretation of plans, policies and procedures for operations business.-Identify process gaps, work with internal resources to create detailed Business Requirement Docs.-Implement process improvements to increase efficiencies.-Create process flows and control tools to accommodate new business needs.-Build and maintain internal and external relationships.-Work directly with clients to understand their business needs and provide solution.Systems/Applications Used:-Proprietary Back/Middle Office Applications-Omgeo Oasys & CTM-Bloomberg VCON

Jun 2011 - Dec 2014

Futures Analyst

Greater Chicago Area

-Receipt and acknowledgment of customer account discrepancies presented via fax, e-mail, phone or other applications-Research of the break for validity and communication to relevant group where applicable-Review and process of account change requests-Process of account offset requestsSystems/Applications Used:-GMI-CME Group FEC system-ICE US PTMS, ACT, and Ice Block 2.0 systems

Oct 2010 - Jun 2011

Sales Assistant

Crystal Capital Group

-Research prospects through the NFA’s database-Compile and send information packages regarding products and services-Follow up with prospects in attempt to arrange a meeting with the principle/s

Sep 2010 - Oct 2010

Building Manager

Depaul University Campus Recreation

-Supervise the daily operation of a 120,000 square foot facility-Trained to execute crises incident response procedures-Enforce daily building policies for over 2,000 patrons-Resolve conflicts, respond to accidents, and treat for care-Manage, coordinate, and develop between 5 to 10 student employees each shift

Jan 2008 - Sep 2010

Research Associate Internship

Greater Chicago Area

-Engaged in learning the business of commercial hedging-Facilitated the process of researching and procuring leads-Enhanced industry knowledge by studying Series 3 material

Apr 2010 - Jun 2010
Team & coworkers

Colleagues at YCharts

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2 education records

Kyle Geers education

Bachelor Of Science, Business Administation

Activities and Societies: DePaul Men's Club Basketball

Education record

Providence Catholic High School
FAQ

Frequently asked questions about Kyle Geers

Quick answers generated from the profile data available on this page.

What company does Kyle Geers work for?

Kyle Geers works for YCharts.

What is Kyle Geers's role at YCharts?

Kyle Geers is listed as Senior CSM - Asset Managers at YCharts.

Where is Kyle Geers based?

Kyle Geers is based in Greater Chicago Area, United States while working with YCharts.

What companies has Kyle Geers worked for?

Kyle Geers has worked for Ycharts, Ycharts, Inc., Guggenheim Partners, Northern Trust Hedge Fund Services (Formerly Citadel Llc), and Mf Global.

Who are Kyle Geers's colleagues at YCharts?

Kyle Geers's colleagues at YCharts include Klaidi Dhamo, Neha Joshi, Socorro Guzmán, Moriah Wheeler, and Vladimir Ivlev.

How can I contact Kyle Geers?

You can use AeroLeads to view verified contact signals for Kyle Geers at YCharts, including work email, phone, and LinkedIn data when available.

What schools did Kyle Geers attend?

Kyle Geers holds Bachelor Of Science, Business Administation from Depaul University.

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