Experience

Briarwood Chase Management LLC (BCM)

• United States
• Investment Management
• 1 - 100 Employee

• Consultant

  • Sep 2015 - Oct 2016

  Greater New York City Area • Provide assistance to the investment team of Briarwood in the investment research process



Korea Investment & Securities Co., Ltd

• South Korea
• Investment Banking
• 300 - 400 Employee

• Equity Sales

  • Nov 2012 - Aug 2015

  Greater New York City Area • Communicated investment philosophy, market information, and portfolio strategy to 11 foreign institutional clients • Established new business relationships with 4 major institutional investors; increased sales volume through identifying, researching, and proposing investment ideas for the Korean equity market • Organized and conducted NDR conferences through managing about 20 foreign institutional investors and 10 Korean companies • Nominated as Korea Equity Sales for Asiamoney’s… Show more • Communicated investment philosophy, market information, and portfolio strategy to 11 foreign institutional clients • Established new business relationships with 4 major institutional investors; increased sales volume through identifying, researching, and proposing investment ideas for the Korean equity market • Organized and conducted NDR conferences through managing about 20 foreign institutional investors and 10 Korean companies • Nominated as Korea Equity Sales for Asiamoney’s annual Brokers Poll • Maintained accounts by handling operational procedures, preparing the needs of each client, and providing customized solutions • Attained Series 7 and Series 63 Show less



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Data Analyst

  • Jul 2008 - Oct 2012

  Greater New York City Area • Administered, and monitored more the 3 million options in Thomson ONE workstations, a real-time research and analytical application; published comprehensive quality reports and presented findings to senior management • Served as the liaison between clients and the technical development team, working with the technical development team to determine the business requirement of software • Initiated and implemented a project to automate the firm’s data updating procedures in collaboration… Show more • Administered, and monitored more the 3 million options in Thomson ONE workstations, a real-time research and analytical application; published comprehensive quality reports and presented findings to senior management • Served as the liaison between clients and the technical development team, working with the technical development team to determine the business requirement of software • Initiated and implemented a project to automate the firm’s data updating procedures in collaboration with the technical development team; achieved a significant decrease in errors and updating time • Provided financial and technical training sessions for other analysts • Led a 3 member team to implement the Option Symbology Initiative project to consolidate 2.1 million North America-listed option ticker symbols; ensured that no systematic errors occurred Show less



The Yucaipa Companies

• Private Equity Intern

  • Jul 2007 - Aug 2007

  Greater Chicago Area • Identified potential investment opportunities across a wide range of industries through in-depth research. • Analyzed and researched these possibilities and performed due diligence for a media opportunity. • Played a key role in expanding the company’s foothold in China by evaluating management’s business strategy and strategic planning to grow the business.



Barclays Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• FX Risk Advisory Intern

  • May 2006 - Jul 2006

  Singapore • Developed, in collaboration, an FX Pitch book with options, swaps, and forwards product information. • Created a risk management case studies presentation for potential clients; updated daily basket notes for a Life Insurance Company; enhanced the Risk Advisory Review 1H 2006 through redesign and visual aids.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Fixed Income Sales Department Intern

  • Jul 2005 - Aug 2005

  Seoul, Korea • Coordinated client product presentations, financial statements, and news summaries for manager meetings. • Produced “Forecasting Korean Economy Correspondence to the United States’ Monetary Policy” report.

• Sales Department Intern

  • Jul 2004 - Aug 2004

  Seoul, Korea • Facilitated a clearer understanding of investment banking products by redesigning client-friendly materials.