Kyle Bye Email & Phone Number

Greater Minneapolis-St. Paul Area

Minneapolis, Minnesota

Greater Minneapolis-St. Paul Area

• Experience marketing and selling structured financial products to institutional clientele, including banks, credit unions, money managers and trusts• Adept at developing new business opportunities, as well as managing and growing existing accounts• Proficiency partnering with C-level executives to improve their investment performance and overall asset liability position

• Customized strategies for financial institutions in the areas of asset liability management, liquidity / funding management, and investment portfolio management for multiple bank clients (250million – 8billion)• Enhanced analytical systems for balance sheet analysis and investment portfolio evaluation that helped create executable trade ideas• Developed back-testing systems to help clients evaluate their non-maturity deposits improving their understanding of their core deposits• Created customized investment portfolio analytics to help clients identify investment opportunities, potential sources of risk, and address regulatory requirements• Increased penetration of existing clients by creating more actionable trade ideas for sales reps• Incorporated a Net Present Value calculation into our Asset-Liability model for clients to better understand their volatility in different rate environments

Worked on a team of four servicing over 1200 accounts for one clientTrade types I support: bonds, equities, futures, options, and swapsMaintained an excel database of discrepancies between the clients statements and our internal statements and working both internally and externally to resolve these issuesResearching failing trades and working to resolve the issue between the client and the brokerMaintain and reconcile an excel database of our departments daily cash movements and ensure we are in balanceParticipate in conference calls with the clients and other Wells Fargo departments to streamline processes and escalate issuesPull broker trade information from our internal system and export it to excel, then research the trades and send a copy to the client

Bba, Finance, Mathematics

Activities and Societies: Pi Sigma Epsilon

Bachelor Of Business Administration (Bba), Finance, General