Carly Byrd is a Director in the Global Tax Utility at Deutsche Bank. In this role, she oversees all new tax requirements and projects to implement US regulatory tax requirements across Deutsche Bank. Prior to this role, Carly managed the US operational tax team and was responsible for annual IRS reporting, withholding, and compliance. She has worked to implement technology initiatives with vendor partners to ensure compliance, implemented FATCA withholding and reporting solutions, as well as Cost Basis phased implementation across the Global Markets and Global Transaction Bank divisions. 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 Executive Vice President of the SIFMA Corporate Actions Section within the Operations and Technology Society. She currently chairs the Corporate Actions Section Education/Events committee, as well as the Constructive Receipt working group. Previously, she served as the chair of the SIFMA Corporate Actions Section Tax Committee for 4 years.