KIRCHY BURKE
Salt Lake City,Utah
Summary
Experienced professional dedicated to exceptional customer service, high performance levels and a positive work attitude. Committed to contributing to a team and corporate objectives.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
ASSOCIATE- TAX OPERATIONS
Bank of New York Pershing (through Innova Solutions)
11.2024 - 05.2025
- Corrected and updated Cost Basis for several Brokerage firms and Banks within the BNY Pershing network.
- Help Financial Advisors and Staff to better understand Cost Basis, Date of Death Wash Sales, tax information, and reporting.
- Worked with in a team setting to handle larger updates and process within systems remotely.
ANALYST- GAIN LOSS COST BASIS
Morgan Stanley (through Pride Technologies)
10.2022 - 11.2024
- Correct and updated errors in Gains Keeper Systems for all Client Cost Basis for all Markets within Morgan Stanley and E Trade Accounts.
- Correct and updated all E Trade Stock Plan shares in the Gains Keeper System.
- Assist with E Trade migration for all E trade accounts.
- Prepared Training sessions Offshore Client Service Team to help better understand system and process.
CUSTOMER SUPPLY CHAIN SPECIALIST
Henkel
07.2020 - 05.2022
- Handle West Cost and Mid-West Distribution for Beauty and Laundry shipping bring this to 95% on time ship.
- Own responsibility for high-profile account improvement of 97% product rate during COVID for both Beauty and Laundry.
CLIENT SERVICES - CONTRACTOR
Harland Clark (through Meriden)
03.2019 - 07.2020
- Assist with C level management and small business training in the new Bottomline Platform
- Conduct online training with companies via meetings for set up and use of new platforms, create ACH, international, and domestic bank wires.
WARRANTY SERVICES
Henriksen Butler
04.2016 - 05.2018
- White Glove service for all Herman Miller Clients for setting up and installing offices, office spaces and drop-down points
- Handled all warranty services and installations for replacement products for top-tier clients.
ANALYST- CONTRACTOR
Morgan Stanley (through Parallel HR Solutions)
12.2014 - 08.2015
- Assist Financial Advisors Sales Assistants with Cost Basis and account updates.
ANALYST- FOREIGN EXCHANGE MARKET
Royal Bank of Scotland
07.2013 - 05.2014
- Manage Federal Reserve accounts for interest and funds transfers
- Governed high net worth Dreyfus Money Markets oversaw balances, monthly statements, and managed tax information for all clients
- Process Forex loans and payments for Canada and US markets
ANALYST-CONTRACTOR
Goldman Sachs (through Volt Employment)
04.2011 - 07.2013
- Handled transition GSCO migration of 40,000+ accounts
- Working with Sales, Trade Support, Middle Office, and Tech Support to coordinate migration
- Controlled and organized the return mail system for all regions and markets.
Education
High School Diploma -
Salt Lake Community College
01.1996
Skills
- Stock Market
- Foreign Markets
- Futures and Commodities
- Options
- Forex
- Domestic, Foreign ACH, Wires, Money movement
- Retirement
- Private Banking
- Investment Tax
- Financial Compliance
- Anti-money Laundering
- New Hire Interviewing and On-Boarding
- Budget Management
- Team Management
Timeline
ASSOCIATE- TAX OPERATIONS
Bank of New York Pershing (through Innova Solutions)
11.2024 - 05.2025
ANALYST- GAIN LOSS COST BASIS
Morgan Stanley (through Pride Technologies)
10.2022 - 11.2024
CUSTOMER SUPPLY CHAIN SPECIALIST
Henkel
07.2020 - 05.2022
CLIENT SERVICES - CONTRACTOR
Harland Clark (through Meriden)
03.2019 - 07.2020
WARRANTY SERVICES
Henriksen Butler
04.2016 - 05.2018
ANALYST- CONTRACTOR
Morgan Stanley (through Parallel HR Solutions)
12.2014 - 08.2015
ANALYST- FOREIGN EXCHANGE MARKET
Royal Bank of Scotland
07.2013 - 05.2014
ANALYST-CONTRACTOR
Goldman Sachs (through Volt Employment)
04.2011 - 07.2013
High School Diploma -
Salt Lake Community College