Kalpit Shah
Senior Wealth Operation Officer Iii @TD Securities
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WORK HISTORY
Senior Wealth Operation Officer Iii @TD Securities
Toronto, CA
Managed end-to-end processing of trade settlement and securities lending transactions in domestic and international markets. • Spearheaded automation initiatives, achieving a 90% efficiency gain in trade matching processes. • Collaborated with custodians and internal teams to resolve discrepancies, enhancing trade flow accuracy.
EDUCATION
St. Clair College
Postgraduate Degree, Business Administration and Management, General
Gujarat University
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT KALPIT SHAH
TD Securities empowers trading and securities lending operations through efficient trade settlement and process automation. By leading automation initiatives, the team achieved significant efficiency gains, improving trade matching processes and enhancing accuracy in collaboration with custodians and internal teams. With a strong foundation in business administration from St. Clair College and a CAMS certification, the organization emphasizes trading expertise, risk management, and operational optimization. The team\'s focus on streamlining workflows aligns with its commitment to accuracy and innovation in the financial industry.
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