Kyle Wyckoff
Columbus
Summary
Self-motivated professional with a demonstrated ability to lead a team of employees toward achieving above average performance results. Ability to consider the viewpoint and perspective of all stakeholders as it relates to quality of customer experience and resource management.
Overview
10
10
years of professional experience
Work History
MUTUAL FUNDS MANAGER
MORGAN STANLEY SERVICE NETWORK
05.2022 - Current
- Lead a group of ten employees that handle on average 360 inbound phone calls per day, from field facing counterparts.
- Assisted in the development of a Large Trade Notification system that communicates mutual fund transactions >1million to fund companies and portfolio managers.
- Communicate with Financial Advisors, Service Assistants, and Branch managers to help deescalate inquiries.
- Design and implement Mutual Fund and 529 product training to all new hired employees.
- Ensure team's service level expectations are being met each day.
- Design Progress Tracking tool/system used to develop our new hired employees.
- Provide coaching and feedback to new hired employees during their first six months.
- Forecast monthly call volume within a +/- 5% margin of error using time series and regression forecasting methods.
- Design department wide Monthly Caller Driver Report and provide analysis.
- Coordinate with internal business partners to identify opportunities for increased efficiency and quality of customer experience.
Mutual Fund Operations ANALYST
MORGAN STANLEY
08.2018 - 04.2021
- Provide World-class client service to field facing counterparts.
- Assisted branch personnel with mutual fund and 529 Education Savings Plans Knowledge.
- Advise branch personnel on Morgan Stanley firm policies and guidelines pertaining to 529 account opening, maintenance, and share class suitability.
- Provide support to branches on mutual fund purchase and redemption rules and how it pertains to client’s commission based and fee-based accounts.
- Deliver fundamental as well as in depth 529 product knowledge and guidance to branch personnel.
- Generate daily transaction reports and disseminate to appropriate fund companies and portfolio managers.
Accounts Payable analyst
Romanoff electric
05.2017 - 08.2018
- Apply statistical analysis to preexisting workflow data, using Microsoft excel.
- Code, approve and batch approximately 4,000 invoices and $5million in accounts payable monthly using Sage 300.
- 1099 tax preparation and analysis.
- Provide forecast on weekly, monthly, and yearly cash outflow.
- Strong communication between both internal and external vendors and departments.
- Perform quality audit and provide invoice discrepancy solutions.
- Vendor maintenance and insurance compliance analysis.
- Generate weekly, month, and yearly payments via ACH, EFT, and wire-transfers.
Accounting clerk
cheek law offices
02.2016 - 04.2017
- Generated and processed client remittances.
- Performed client invoicing and payment processing.
- Processed accounts payable using Quickbooks.
- Reconciled daily payment totals., and deposit funds to bank.
- Processed court pleading check payments.
- Strong emphasis on client rules and procedures and strictly adhering to federal laws.
Accounts Payable assistant
Solenis llc
11.2015 - 02.2016
- Two and three-way match invoice processing.
- Processed accounts payable using SAP.
- Data entry and indexing of vendor invoices/credits.
- Analysis of vendor and system improvement opportunities.
- Vendor support via email and telephone.
- Quality check audit and review on invoices.
- Worked closely with plant managers, accounting, and purchasing.
Education
Bachelor of science - Economics
Franklin University
06.2018
Skills
- Strong time management skills
- Strong Communication skills
- Proven results driven leadership ability
- Extremely accurate and detail oriented
- SQL database Management
- ARIMA and Seasonality Forecasting
- Salesforce
- Tableau
- Service Metrics Reports
- General ledger accounting aptitude
Accomplishments
- CFA Level II Candidate
- FINRA Series 99
- 50% complete with FINRA Series 16 exam
- Progressively acquired increased work responsibilities throughout career.
- Proven leadership ability.
- Strong problem-solving ability.
- Process driven and continuously seeks opportunities to improve efficiency.
Timeline
MUTUAL FUNDS MANAGER
MORGAN STANLEY SERVICE NETWORK
05.2022 - Current
Mutual Fund Operations ANALYST
MORGAN STANLEY
08.2018 - 04.2021
Accounts Payable analyst
Romanoff electric
05.2017 - 08.2018
Accounting clerk
cheek law offices
02.2016 - 04.2017
Accounts Payable assistant
Solenis llc
11.2015 - 02.2016
Bachelor of science - Economics
Franklin University