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Kyle Nelson

Associate at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Morgan Stanley</span>
Intro Book
Seasoned finance professional with expertise in banking, financial analysis, and process improvement.
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Location
Baltimore, Maryland, United States, US
Skills
  • Access
  • Data Analysis
  • Microsoft Excel
  • Business Analysis
  • Customer Service
  • Show all
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Bio

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Kyle Nelson is a seasoned finance professional with 10+ years of experience in banking, financial analysis, and process improvement. He has worked at Morgan Stanley, Mariner Finance, and HP/ATR, providing expertise in risk management, customer service, and data analysis. As a skilled business analyst, he has successfully implemented process improvements and maintained client expectations for excellence. With a Bachelor of Arts degree in Economics from the University of Connecticut, Kyle has developed a strong foundation in finance and economics. He is proficient in Microsoft Excel and has a proven track record of delivering high-quality results in fast-paced environments. As a seasoned professional, Kyle is well-versed in financial analysis, risk management, and process improvement. He is a skilled communicator with excellent customer service skills, and has a proven ability to work effectively in teams to deliver results-driven solutions. Kyle is currently based in Baltimore, Maryland, and is available for consulting and coaching opportunities.

Experience

  • Morgan Stanley
    • Baltimore, Maryland Area
    • Associate
      • May 2014 - Present
      • Baltimore, Maryland Area

      Foreign Exchange and Commodities Settlements Associate  Maintain client expectations for excellence by addressing, escalating and fixing account problems through efficient time management. Point of contact with Prime Brokerage Reps, Traders, and Trade Support when reconciling and maintaining cl...

  • Mariner Finance, LLC
    • Data Analyst
      • Jan 2012 - May 2014

      Create daily ad hoc reports for the CEO and Senior Executive staff ranging from YTD audits, financial models, monthly, quarterly, and annual reports. Aid in the analysis of our rapidly growing branch network.

  • HP/ATR
    • US
    • Technician/Supervisor
      • Jan 2011 - Jan 2012
      • US

      Deployment of office hardware throughout Pfizer locations across the US. Worked my way up from technician to Team Lead/Supervisor and reported directly to Project manager and IT manager.

  • Nelson Canopies
    • Gales Ferry, CT
    • Owner
      • Jan 2002 - Jan 2012
      • Gales Ferry, CT

      Setup for weddings, parties, and events. Retain and maintain clients with great customer service creating customer loyalty. Manage all operations of a successful small business including market research, advertising, customer service, procurement and accounting.

Education

  • 2006 - 2011
    University of Connecticut

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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