Kyle Burleson Email & Phone Number

London, England, GB

• Perform in-depth corporate action analyses for 3,000+ companies, identifying strategic implications for FTSE Russell
• Collaborate with global teams to execute quarterly index reviews, update relevant indices, and address client inquiries
• Spearhead weekly research projects to evaluate the eligibility of new IPOs for inclusion on the FTSE Russell Index
• Streamlined IPO research processes in Eikon and Excel which increased accuracy and efficiency for new listingsSelect Experience: Initial Public Offerings
• Analyzed 100 companies’ IPO eligibility, ensuring adherence to FTSE Russell’s Index criteria
• Assisted coordinating global teams to integrate new IPO’s seamlessly into the Russell 3000 over a 3-month period

Valley Forge, PA, US

• Cultivated strong client relationships by crafting tailored investment education to meet diverse client objectives
• Guided clients with AUM up to $500,000 on Vanguard's comprehensive service offerings and investment offerings
• Led the transition to a fully digital operation with Vanguard Onboarding, driving through inter-departmental adoption Client Relationship Analyst August 2020 – December 2020
• Obtained Series 7 and 63 FINRA licensing, demonstrating expertise in securities and the financial system
• Handled numerous client inquiries regarding financial accounts, technical concerns, and confidential customer data
• Educated clients on Vanguard’s services and philosophies, empowering clients to make informed investments

Winston-Salem, NC, US

• Filmed all practices and games of the Wake Forest Football Team for use by coaches and players for the improvement of the team
• Experienced with various HD video cameras and the editing software DV Sport
• I greatly enjoyed interacting in the team environment to support my University

• Oversaw the financial activities of government entities during financial emergencies to mitigate fraud risk in Florida
• Resolved whistleblower complaints and collaborated with distressed cities to enhance financial reporting practices
• Conducted legislative research to identify opportunities for improving the efficacy of the Inspector General’s Office
• Streamlined record-keeping processes by digitizing 30+ historical whistleblower cases daily over a 3-month period

Washington, DC, US

• Researched political information and wrote summaries in areas of concern to Florida’s 1st Congressional District and the Congressman
• Interacted directly with a large volume of constituents to provide political insights via phone, mail, and in person Capitol visits
• Attended various House Office and Committee meetings to record information and draft summary statements for use by our office to assist Florida’s 1st Congressional District
• Assisted with the election and reelection processes of the Congressman via canvassing, mailed letter, and phone calls to constituents

Doctor Of Law - Jd, Law

Bachelor Of Arts - Ba, Political Science And Government

Spanish And Iberian Studies