Kate Matthews

Kate Matthews

Vice President Prime Brokerage Client Service @ Morgan Stanley

Country

United States

City

Ridgewood

Industry

Financial Services

Skill

Project Implementation, Regulatory Submissions, Prime Brokerage, Equities, Alternative Investments, Financial Services, Securities Lending, Hedge Funds, Equity Swaps, Process Improvement, Finance, Fixed Income, Client Services, Derivatives, Investment Banking, Trading, Middle Office, Capital Markets, Management

Experience

Morgan Stanley

Vice President Prime Brokerage Client Service

Morgan Stanley

LinkedIn
2021-4 - Present · 5 yrs 6 mos

New York, United States

Compliance Solutions Strategies (CSS)

Implementation Manager

Compliance Solutions Strategies (CSS)

LinkedIn
2018-1 - 2021-4 · 3 yrs 4 mos

Greater New York City Area

Global lead for onboarding for four platforms and multiple offering on each platform for Regulatory software solutions. Managing teams located in Dublin, Stockholm, New York and London to control the onboarding and successful use of the software offerings of CSS.

Advise Technologies-CSS

Implementation Manager

Advise Technologies-CSS

LinkedIn
2014-9 - 2018-1 · 3 yrs 5 mos

New York, New York

Deutsche Bank

Director - Global Prime Finance

Deutsche Bank

LinkedIn
2011-7 - 2013-11 · 2 yrs 5 mos

60 Wall Street

Prime Brokerage Client Services with speciality in synthetic products.

Morgan Stanley

Prime Brokerage Client Service (VP)

Morgan Stanley

LinkedIn
2010-1 - 2011-6 · 1 yr 6 mos

Greater New York City Area

VP Client Technology Client facing technology solutions

Morgan Stanley

Project Manager - Equity Swap Operations (VP)

Morgan Stanley

LinkedIn
2008-11 - 2009-12 · 1 yr 2 mos

Greater New York City Area

Process Improvement for the Equity Swap Product. Primarily for the Prime Brokerage Clients.

Morgan Stanley

Equity Swaps Client Service Specialist (VP)

Morgan Stanley

LinkedIn
2003 - 2008 · 5 yrs

London, United Kingdom, New York, USA

Credit Suisse

Platinum Client Service Representative

Credit Suisse

LinkedIn
2000-8 - 2002-5 · 1 yr 10 mos

London, United Kingdom

Merrill Lynch

Stock Lending

Merrill Lynch

LinkedIn
1998-1 - 2000-7 · 2 yrs 7 mos

London, United Kingdom

In London - Stock Lending Department operations through to the returns position on the desk

Foodfayre Services Limited

Quality Assurance Manager

Foodfayre Services Limited

1997-7 - 1998-1 · 7 mos

Colnbrook with Poyle, England, United Kingdom

Bay Milk Products

Assistant Quality Assurance Manager

Bay Milk Products

1995-6 - 1997-4 · 1 yr 11 mos

Te Puke, New Zealand

Food Ingredient Division. Involved with bringing R&D products safely to market and supporting regulatory monitoring and audits for the division.

Education

Hofstra University

Hofstra University

LinkedIn

Food Science and Finance

Educational level review completed by Hofstra University Professor to US equivalence.

Kate Matthews's Contact Information

Email

******@***.com

Phone

(**) *** ****

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