• MOBILE (214) 991 - 5026
2515 BELMEADE DR • CARROLLTON • TEXAS • 75006
EDUCATIONAL BACKGROUND
1996 - 2000 Jesuit College Preparatory Bachelor of Science (Financial Applications) Dallas, TX
2000 - 2006 Southern Methodist University Dallas, TX
WORK EXPERIENCE
2007 JPMorgan Dallas, TX
Operations / Research Analyst
- CDO / CLO operations
- Provided daily trading and tracking of syndicated loans, equities and
- Gained a working knowledge of credit agreements and cash reconciliations
- Deal transaction experience
- Executed trades in WSO (assignment & participations) and assisted in
- Maintained balance(s) for processed contracts and activities
- Received ¡°ADO¡± quarterly award for best performance as work group (June & Sept. ¡¯07)
- Currently preparing for CFA 1 (registered for the December 2007 administration)
2006 Samsung (NCL | CTT Inc) San Diego, CA & El Paso, TX
Logistics and Accounting Analyst
- Tracked and reconciled shipments throughout the US
- Researched and balanced running accounting log for all employees
- Import/Distribution for Samsung
2005 Wachovia Securities Dallas, TX
Financial Analyst Intern
- Assisted in creating new client accounts and seminar organizations
- Monitored clients¡¯ Individual, Joint, Trust, and/or IRA accounts [Preferable format.]
- Researched annuities and stock options for client accounts
VOLUNTEER/LEADERSHIP EXPERIENCE
2005 - 2006 St. Andrew Kim Catholic Church Youth Ministry, Teacher¡¯s Assistant Dallas, TX
2002 - 2003 Korean Student Association, President of SMU Chapter Dallas, TX
2001 Asian-American Leadership & Educational Conference, Chair Dallas, TX
COMPUTER SKILLS
- Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, C++
- 80WPM
LANGUAGES
- Korean: fluent, Spanish: conversational, Japanese: knowledgeable
