Education

Bachelor of Science in Commerce, Finance

DePaul University, Chicago, IL

• G.P.A. 3.5/4.0
• Dean’s List
• Financed 90% of education

Objective

Experience

Antares Capital Management, Chicago, IL

• Analyzed stock, ETF and mutual fund equity investment opportunities in U.S., international, S&P sector and emerging markets with Schwab Institutional’s web-based analytical tools and Morningstar Principia’s mutual fund database
• Created client portfolio with Morningstar Principia’s equity, mutual fund, closed-end fund and variable annuity databases
• Developed client quarterly portfolio performance and tax reports using Advent’s web-based portfolio management system
• Organized individual client equity and debt investment needs into searchable Excel spreadsheets
• Participated in individual client portfolio performance review meetings

Merrill Lynch, Schaumburg, IL  

• Worked directly with a Certified Financial Planner and was exposed to strategic marketing, client outreach, client engagements and proposals, investment analysis, and client servicing
• Accomplished tasks such as marketing and demographic analysis, financial modeling and charting, and client outreach proposal preparation

Northwestern Mutual Financial Network, Chicago, IL

• Provide innovative solutions for individuals and businesses in the areas of retirement funding, insurance and investment services, estate analysis, business analysis, education funding and employee benefits
• Develop necessary business and client building skills
• Gain understanding of the financial services industry
• Define our own target markets and establish client relationships

Skills

Proficient in Windows, Word, Excel, Internet

Functional in PowerPoint, HTML, Javascript

Bilingual: English and Korean

Strong time management skills

Excellent communication ability and good analytical framework