Morgan Stanley

IPM (Institutional Portfolio Monitoring) - CRU WM Risk Officer Team Lead

Team lead for specialty risk team composed of supervisory licensed risk officers. Our primary functions include Investment policy statement implementation and portfolio compliance monitoring. Business segments include Retail Core (nonprofits, foundations, insurance companies, etc), Private Wealth Management, Institutional, Government Entities and other specialty business lines. 

Additionally:
-IPS New Hire Training. 
-Led international expansion & facilitate continued partnership with partners abroad.
-IPS parameters coding quality assurance
-Data feed reconciliation for 3rd party software vendors including Clearwater Analytics. 
-Liason with technology/design team partners for features development.
-Prior software experience with LZ Sentinel.
-Established and implemented departmental employee leadership development program.
-Trade blotter supervision coverage.

Assistant Vice President, IPM Team Lead

-Private Wealth Management
-SRU Council Chairman
-Volunteer Representative for Utah SRU department
-MVP award April 2015 SRU western division
-MVP 2nd quarter 2015 award SRU overall
-MVP 2015 overall Central Region

Oversight and approval on all domestic and international private wealth management money movement transactions entered by firm employees. Uphold firm and industry compliance regulations while maintaining time deadlines for transaction cutoffs. Escalate as necessary and collaborate with other MS departments. Keep monthly touch point calls with branch management for continued process improvement and policy harmonization.

PWM Service Review Unit | Senior Registered Associate

Fidelity Investments

Financial Service Representative

Rawlings

Case manager for personal injury claims. Executed each client's case from setup process, research, records request,  compilation for demands, and assisted through the final negotiations phase. Liaison for providers, insurance companies, attorneys and clients. Kept detailed correspondence records, and basic accounting during settlement payout. Spanish interpretation.

Legal Assistant

“Here's to the crazy ones. The misfits... The ones who see things differently... You can quote them, disagree with them, glorify or vilify them. About the only thing you can't do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.” -Rob Siltanen

Taplio

Kim Starr's Linkedin Analytics

Kim Starr

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Taplio

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Kim Starr

Want to drive more opportunities from LinkedIn?

Kim Starr's Linkedin Analytics