31 Winter Street • Holbrook, MA 02343
• 781-964-4560
EXPERIENCE
Harvard Management Company – Boston, MA Oct 04 – Present
Outright Gifts Specialist
- Coordinate the transfer of all liquid non-cash assets for charitable giving to Harvard University
- Value and process domestic and international securities including stocks, mutual funds, bonds and options worth over $73 million on an annual basis
- Perform cash reconciliations with custodian bank for all trust and pooled income fund portfolios
- Research and reconcile gifts in the depository trust company and brokerage accounts to minimize unidentified security gifts
- Interact with alumni, brokers, financial advisors and University personnel
- Establish new gift annuities and trusts based on donor’s age, value of bequest and terms outlined in trust instruments
- Set up quarterly distribution payments to donors
- Provide donor support via the Donor Relations toll free line
• Develop global approaches to transferring assets; design an innovative charitable gift form on Harvard’s alumni website, update methods of tracking prospective gifts and collaborate with the IT group to enhance the Gift database
- Mentor employees in Harvard Management’s teammate program
- Organize various company functions ranging from employee anniversaries to annual outings
Administrative Assistant/Controller
- Assisted the Director of Estates & Special Investments manage and liquidate Estates and illiquid donations to the University
- Developed and enhanced a comprehensive special investment database and oversaw implementation of the new application
- Reconciled 2003 tax returns for all trusts
- Served as a liaison between the Office of the Recording Secretary and HMC to update the outside managed trust files
- Coordinated Director’s travel arrangements, scheduled meetings and guest lectures
Financial Aid Services – Amherst, MA Sept 01 – May 04
Financial Aid Counselor
- Assisted students and families with questions regarding student accounts and financial aid packages
- Utilized PeopleSoft database to manage over 17,000 accounts
- Responsible for distribution of student aid packages to students and families
United States Probation – Springfield, MA Feb 04 – May 04
Probation Officer Intern
- Edited pre-sentence reports and attended pre-sentencing and sentencing dates
- Composed court and police letters; maintained and updated files on defendants
EDUCATION
Harvard Extension School – Cambridge, MA Sept 06 – Present
Corporate Finance, Graduate Credit, currently enrolled
Financial Accounting Principles, Graduate Credit
Principles of Finance, Graduate Credit
University of Massachusetts – Amherst, MA Sept 00 – May 04
B.S. in Legal Studies and Psychology, Major GPA: 3.7/4.0, Dean’s List
- Studied Psychology at University of Westminster in London, England
- Attended the Korean Language Institute at Yonsei University in Seoul, Korea
- Activities: Resident Assistant, Asian American Students Association – Secretary, Sigma Psi Zeta - Vice-President, Academic Honesty Board Member
SKILLS & INTERESTS
Language: Proficient in spoken and written Korean
Computer: Microsoft Outlook, Word, Excel, Access, PowerPoint, Bloomberg, Lexis-Nexus, SMAC, Adobe, Vignette, CTS, PAM, VaxOracle, Advance
Interests: Traveling, Snowboarding, Movies, Modern Art, Dining out, Bartending, Baseball, Tae Kwon Do
