Chris Burgess Email & Phone Number

Vancouver, Washington, United States

Portland, Oregon Area

Portland, Oregon Area

San Francisco Bay Area

San Francisco Bay Area

• Work closely with clients to resolve trade, price, and security setup breaks, so daily P&L statements can be accurately produced
• Perform month end verification of portfolio pricing including listed securities, OTC instruments, and private investments
• Process Corporate Actions, setup OTC securities, and transfer positions between brokers and strategies on an ongoing basis

Portland, Oregon Area

• Assist accounting team with compiling data, reconciliations, and the manipulation of data to make presentable.
• Enter bills and invoices into QuickBooks on a daily, weekly and monthly basis.
• Answer customer and vendor questions sent to Accounting department and forward necessary emails to whomever clients need to talk to.

Washington And Australia

► Football Coach (Volunteer), Columbia River High School – Summer/Fall 2010 and 2013Coach varsity football team for approximately 30 hours weekly. Utilize strong interpersonal and leadership skills to teach and motivate teens to be outstanding players with strong character.► Intern Coach, Crossfit North Manly – Australia, 10/2012 – 3/2013Worked in 5-man.

Sydney, Australia

• Assisted this non-profit professional development organization by setting up the 2013 consulting courses for two regions, as well as managing operational aspects.
• Updated the course directory, class descriptions, schedules, instructors, and registration links using Salesforce software.
• Worked with 8-member team to ensure smooth functioning of all online features and in-house logistics (scheduling, materials, catering, etc.).