Kyle Jacob Email & Phone Number

Remote

-Connecting fintech, data and distributed systems -Testing limitations of legacy banking infrastructure -Blockchain, digital asset, DLT solutions -Maintain enhanced knowledge through research -Provide digital asset education through Site Training Committee

Columbus, Ohio Area

Middle office SME for institutional corporate actions; global banking partnerships to drive efficient asset movement

• One year developmental program in which I was to be transitioned into a Financial Specialist
• Learned about the retail bank and how it functioned, including all of the products that were offered, and the roles of the teller, platform associate, Private client group associate and Branch management
• Spent time as a teller, platform associate and spent hours training, learning new systems to help combine the knowledge of bank products to help expand share of wallet with a focus on investments
• Customer service to help any client that walked into the bank on attaining their financial goals
• Partnered with several lines of business to help develop my knowledge of the retail bank including the financial advisor
• Successfully balanced time between passing Series 7 and Series 66 exams and branch work

Cleveland/Akron, Ohio Area

• . Complex cases and issues dealing with deceased brokerage accounts
• Re-wrote estate procedures that were dispersed to the rest of the departments and to the call center which were in contact with the field
• Helped lead other employees to understand the complexity and importance of Estate Resolution through education

Cleveland/Akron, Ohio Area

• Processed IRA contributions, periodic investments and systematic withdrawals to and from core money market accounts and mutual funds
• Transfer of assets between an array of retirement accounts
• Processed 529 Plans, Letters of Intent, incoming and outgoing transfers of annuities
• Performed efficiently and effectively as an individual employee and in a team atmosphere

Canton, Ohio Area

• Top ten internship in the country
• Worked in natural network which expanded with referrals
• Analyzed potential clients’ financial position, made insurance and cash management suggestions, retirement and investment options
• Increased communication, time management and people skills

Ashland, Ohio

• Prudently, responsibly and successfully managed Ashland University’s Endowment Fund
• Excellent fundamental, technical and behavioral analysis of an array of investments
• Handled nearly $1 million with 20 other students
• Presentation and research skills were developed and enhanced