Katie Burke, MBA
About Katie Burke, MBA
Katie Burke, MBA, serves as the Associate Director and KYC Reviews Manager for the Americas at UBS, where she has worked since 2020. With a background in financial analysis and client onboarding, she has developed expertise in managing KYC processes to ensure compliance and mitigate risk.
Work at UBS
Katie Burke currently serves as the Associate Director - KYC Reviews Manager for the Americas at UBS, a position she has held since 2020. In this role, she manages the KYC Periodic Reviews process, focusing on enhancing stakeholder experience and ensuring compliance with global requirements. Prior to this, she worked at UBS in various capacities, including as an Authorized Officer in Client Onboarding Services from 2017 to 2020, and as a KYC Analyst in 2016. Her experience at UBS spans multiple roles that emphasize risk mitigation and client due diligence.
Education and Expertise
Katie Burke holds a Master of Business Administration (M.B.A.) with a concentration in Leadership from Lipscomb University, where she studied from 2016 to 2019. She also earned a Bachelor of Science in Business Administration, focusing on International Business and Marketing, from Elon University, completing her degree in 2013. Additionally, she participated in Semester At Sea in 2011, achieving a 3.4 GPA while studying Literature, Art History, and Religion. Her educational background supports her expertise in financial analysis and client management.
Background
Katie Burke began her career in finance as a Financial Advising Intern at UBS Wealth Management in 2012. She then worked as a Corporate Tax Intern at Wyndham Worldwide in 2013, followed by a role as a Financial Analyst at Ayco, a Goldman Sachs Company, from 2013 to 2014. After her initial tenure at UBS, she returned to the company in various roles, including Tax Analyst and KYC Analyst, before taking on her current position. Her career trajectory reflects a strong foundation in financial services and compliance.
Achievements
In her current role as KYC Reviews Manager at UBS, Katie Burke has been instrumental in streamlining the KYC review process, which has led to improvements in efficiency and accuracy in client assessments. She is responsible for mitigating risk to UBS by ensuring comprehensive due diligence and a thorough understanding of current clients. Her contributions have enhanced the overall stakeholder experience and ensured adherence to global compliance standards.