M Kathleen (Kit) Casey Email & Phone Number

Calgary, Alberta, Canada

Etobicoke, Ontario, Canada

Connecting for Climate Change Action

Mississauga, Ontario, Canada

Toronto, Canada Area

 Lead team responsible for servicing complex corporate clients and third party Investment Managers who transact in global securities markets and currencies.
 Clients also invest in diverse investment vehicles including debt, equities, derivative products, mutual funds and exchange traded funds.
 Provide leadership, direction, guidance, support and development opportunities to onshore and offshore CASG staff.
 Oversight to ensure compliance with all regulatory requirements, corporate and departmental policies and procedures.
 Liaise with internal and external departments to proactively anticipate, implement and consistently deliver exceptional service to Investment Managers and Corporations.

Etobicoke, Ontario

Volunteer with Tae Kwon Do Programs
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 Co-ordinate After-School-Program
 Assistant Instructor for After-School-Program classes

Toronto, Canada Area

Securities Specialist dedicated to providing high level and time sensitive information to Brokers, Security Holders and members of the investment community. Expertise in Compliance, Legal, Estates, Corporate Actions, Securities Transfers, Tax Filings and Portfolio Holdings.
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 Committed to National and International Portfolios to ensure minimum service levels of 90% of inbound calls answered within 20 seconds. Managed call volumes between 40 to 75 calls per day. Recipient of numerous Shareholder and Broker commendations for customer focused calls and solutions.
 Selected to participate in one year Mentoring Program with CIBC Mellon Senior Management, to facilitate career and knowledge base growth, both within the department and the Corporation.
 Spearheaded a team of three peers to communicate new and ongoing processes in legal and compliance procedures, which successfully maximized both call compliance and accuracy within the department.
 Trained, coached and mentored Call Administrators in developing effective call management skills and computer processing skills. Increased proficiencies with Administrators on call evaluations, minimized referrals to Research department, and reduced management escalations by 75%.
 Redesigned and expanded an Excel database analyzing call volumes and capturing historical data to facilitate the analysis of peak demand periods and assist management in forecasting capacity planning.

Toronto, Canada Area

Responsible for all End of Term administration within the Business Technology Finance portfolios, with an annual budget of 25M USD. Led and managed three bilingual direct reports, administering dispositions of Materials Handling, Heavy Iron and Business Technology Assets.
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 Implemented inbound Call Queue processing up to 2,800 calls monthly to expedite Client and Vendor requests which eliminated duplication of effort, and maximized efficiencies for end of term executions by over 75% within 24 hours.
 Coached and mentored representatives on negotiation and call management skills to enhance service levels, fostering employee empowerment and reducing service complaints by over 85%.
 Selected by the National VP of Leadership Development to participate in development of a National competency-based Leadership Program, which developed effective recruiting processes and promoted leadership talent within Citigroup.

Certificate, Indigenous Canada, 98%

Indigenous Canada is a 12-lesson Massive Open Online Course (MOOC) from the Faculty of Native Studies that explores the different.

Certificate, Connecting For Climate Change Action, 94.5

Connecting For Climate Change Action, Climate Crisis - Two Eyed Learning, 94.5

Connecting for Climate Change Action. Adult learners from all walks of life and identities to improve their understanding of Climate.

Ba, Fine Arts

Business and Fine Art

Diploma, Interior Design

Business and Interior Design Management