Kyle Wilhelm Email & Phone Number

Los Angeles, California, United States

Greater Los Angeles Area

Greater Los Angeles Area

Santa Monica, Ca

• Helped developed and implement a firm-wide high profile project transitioning Euroclear/CEDEL settlements from a vendor to proprietary system – resulting in a 10.2 million dollars savings over ten years.• Wrote VBA coding that captured and corrected bad static used by our proprietary system improving settlement rates, client satisfactory rate, while saving the firm money via SWIFT costs.• Discovered and recommended the IMPACT 949 rule to be put in place which helped streamline our break reporting by reversing bad factor journals reducing our breaks in DTC by twenty percent.• Developed and improved the efficiency of our DK reporting by creating a Macro to simplify our reports to Traders and Sales Assistants.

• Monitor failing trades and communicate with internal and external parties to ensure their settlement in a timely manner. • Train new employees on Morgan Stanley proprietary systems, Microsoft Office, and DTC programs.• Manage multiple trading accounts and reconcile them daily.• Maintain productive relationships with transfer agents, DTC and Euroclear representatives, and trading desks to improve settlement procedures.• Create weekly risk reports to provide an update for senior management on outstanding fails and market exposure.