Carly Byrd is a Director in the Global Tax Utility at Deutsche Bank. She is the Americas Regional Head for Tax Operations with product responsibility across the Global Markets and Global Transaction Bank divisions. Prior to this role, Carly managed the US Tax Product Specialist operational team working to implement technology solutions and respond to regulatory tax change initiatives like 871m, 305c, and FATCA. Prior to joining Deutsche Bank, Carly was Vice President at Morgan Stanley managing their US tax operations, where she led an implementation of the Qualified Securities Lender regime, led QI Audits, and was responsible for the annual IRS reporting, withholding, and compliance. In 2007, she was recognized as Morgan Stanley’s Outstanding Employee of the year for her contributions and dedication to the Bank and her philanthropic work with Non-Profit Organizations.
Carly is currently serving as the President of the SIFMA Corporate Actions Section within the Operations and Technology Society. She previously chaired the Corporate Actions Section Education/Events committee, Constructive Receipt working group, and served as the chair of the Tax Committee for 4 years.