* BACHELOR OF ARTS, ECONOMICS, UCLA, Los Angeles, California
~ Relevant Coursework: Economics, Marketing, Accounting, and Business Law.
* Rotary Mid-Wilshire Club
: 2008 - Present
~ Director
* Korean Chamber of Commerce
: 2007 – Present
~ Board Member
* Korean IT Network
: 2007 – Present
~ Board Member
Working History
* Etech Securities Inc., Los Angeles, California
: 2006 – Present
: Senior Financial Advisor
- Solicited clients and nurtured business relationships though cold calling, professional conferences and active professional group participation.
- Managed investment management accounts valued at over $10 million while continuously identifying, specifying, and reconfirming investor objectives.
- Grew customer base year over year, adding approximately 70 new clients for firm. Earned reputation for expert financial advice and customer service that resulted in strong referrals.
- Researched market trends, provided updates, and recommended appropriate strategies.
* Mint Communications, Inc., San Jose, California
: 2004 - 2006
: Business Development Manager
- Founding member of Mint Communications, the highly successful telecommunication component start up.
- Played sales role to interface with major communications customers and develop supplier/partner relationships.
- Developed and monitored investment process, raised angel investors capital and venture capital investment of over $2 million.
- Wrote formal marketing plans and formulated pricing schedules for distinct products of the company.
* UBS, Palo Alto, California
: 2001 – 2004
: Financial Advisor
- Consulted over 200 clients in a team environment meeting clients’ need with management accounts, mutual funds, stocks, bonds, and speculative investments.
- Managed personal client base totaling over $15 million.
- Ranked first quartile among class of 120 during depressed market.
- Established and cultivated client base through cold calling, networking at trade shows, and professional seminars.
* Korea Deposit Insurance Corporation, Seoul, Korea
: 1999 – 2000
: In-House Corporate English Lecturer/Foreign Research Officer
- Implemented and created private, multi-level English lessons for company employees.
- Provided lessons in the subject of general conversational to presentation skills.
- Created English versions of much of the pre-existing information pamphlets and forms.
- Preserved and expanded investment banking relationships with Korea-based global investment banks.
- Researched and reported on daily U.S. stock market trends to recommend appropriate proprietary securities trades.
- Performed investment bank evaluations pertaining to various securities issuance.
* Jung Chul English School, Seoul, Korea
: 1997 – 1999
: English Instructor
- Customized courses as per the needs of students, mixing conversation English and business situations.
- Regular classroom debates to raise the students’ interests and understandings of the subject.
- Dispatched assignment to reputable organizations as English instructor.
> Ministry of Planning and Budget
> POSCO
> SAMSUNG SDS
Personal Introduction
# PROFILE
- Highly accomplished and results-driven Sales Executive with 10 years’ sales and marketing experience in business and financial environments.
- Energetic and goal oriented with a genuine passion for investment strategy.
- Go-getter attitude with an ability to easily grasp new ideas, concepts, methods and investment techniques.
- Strong networking and communication skills and aptitude for developing and cultivating strategic business relationships.
- Extensive international experience, with a deep understanding of diverse culture and business practices.
- Skilled in building strong, value-adding relationship with top-tier Asian Venture Capital firms and leading technology companies. Fluency in Korean and Japanese.