Don D. Lee
Administrator of Operations at Scottsdale Christian Academy- Claim this Profile
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English Native or bilingual proficiency
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Korean Native or bilingual proficiency
Topline Score
Bio
Andrew Holland
Don is an excellent analyst who always thought out of the box and was willing to go ht extra mile to stay ahead of the competition. Great team player always thinking of how to benefit clients and firm alike. No hesitation in recommending him.
Hunsoo Kim
My main working experience with Don was when he was a Korean equities specialist sales person. Don was very well regarded by both his colleagues and clients. Clearly, the key is that Don understands the goal is really adding value to clients, and not necessarily just trying to make a name for himself. He utilizes the firm's resources well to deliver value to his clients. Prior to being head of research, I too was once a portfolio manager and understand how valuable a sales person can be when he does this effectively. Don also is a very strong team player, understanding that its the when team excels, the individual propers. An individual with a strong sense of integrity, Don is easy to recommend.
Andrew Holland
Don is an excellent analyst who always thought out of the box and was willing to go ht extra mile to stay ahead of the competition. Great team player always thinking of how to benefit clients and firm alike. No hesitation in recommending him.
Hunsoo Kim
My main working experience with Don was when he was a Korean equities specialist sales person. Don was very well regarded by both his colleagues and clients. Clearly, the key is that Don understands the goal is really adding value to clients, and not necessarily just trying to make a name for himself. He utilizes the firm's resources well to deliver value to his clients. Prior to being head of research, I too was once a portfolio manager and understand how valuable a sales person can be when he does this effectively. Don also is a very strong team player, understanding that its the when team excels, the individual propers. An individual with a strong sense of integrity, Don is easy to recommend.
Andrew Holland
Don is an excellent analyst who always thought out of the box and was willing to go ht extra mile to stay ahead of the competition. Great team player always thinking of how to benefit clients and firm alike. No hesitation in recommending him.
Hunsoo Kim
My main working experience with Don was when he was a Korean equities specialist sales person. Don was very well regarded by both his colleagues and clients. Clearly, the key is that Don understands the goal is really adding value to clients, and not necessarily just trying to make a name for himself. He utilizes the firm's resources well to deliver value to his clients. Prior to being head of research, I too was once a portfolio manager and understand how valuable a sales person can be when he does this effectively. Don also is a very strong team player, understanding that its the when team excels, the individual propers. An individual with a strong sense of integrity, Don is easy to recommend.
Andrew Holland
Don is an excellent analyst who always thought out of the box and was willing to go ht extra mile to stay ahead of the competition. Great team player always thinking of how to benefit clients and firm alike. No hesitation in recommending him.
Hunsoo Kim
My main working experience with Don was when he was a Korean equities specialist sales person. Don was very well regarded by both his colleagues and clients. Clearly, the key is that Don understands the goal is really adding value to clients, and not necessarily just trying to make a name for himself. He utilizes the firm's resources well to deliver value to his clients. Prior to being head of research, I too was once a portfolio manager and understand how valuable a sales person can be when he does this effectively. Don also is a very strong team player, understanding that its the when team excels, the individual propers. An individual with a strong sense of integrity, Don is easy to recommend.
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteSep, 2002- Nov, 2024 -
Administrative Services Credential
California Commission on Teacher CredentialingJun, 2019- Nov, 2024 -
Teaching Credential - Single Subjects in English and Social Science
Calfiornia Commission on Teacher CredentialingApr, 2016- Nov, 2024
Experience
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Scottsdale Christian Academy
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Primary and Secondary Education
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1 - 100 Employee
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Administrator of Operations
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Jun 2021 - Present
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Central Valley High School
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United States
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1 - 100 Employee
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Assistant Principal
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Jul 2019 - Jun 2021
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Parsons Junior High School
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United States
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Education Management
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6th Grade English/History Teacher
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Aug 2017 - Jul 2019
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Pacheco School
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Redding, California Area
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8th Grade English/US History Teacher
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Aug 2014 - Jul 2017
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CoreVest Research
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Seoul, Korea
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CEO & Investor Relations Officer
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Oct 2000 - May 2012
Raised Assets Under Management from $30m to $360m for this Korean L/S Equity fund. First firm to herald the Mutual Fund Boom and Return of the Equity Culture in Korea in 2004. Raised Assets Under Management from $30m to $360m for this Korean L/S Equity fund. First firm to herald the Mutual Fund Boom and Return of the Equity Culture in Korea in 2004.
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International Investment Advisers (Korea Fund)
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Los Angeles, CA
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VP, Equity Analyst
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Oct 1999 - Sep 2000
International Investment Advisers Long only equity fund managed by legendary investor in Japan, Harry Seggerman, utilizing his 1970's investment experience in Japan to invest in Korea from 1992. International Investment Advisers Long only equity fund managed by legendary investor in Japan, Harry Seggerman, utilizing his 1970's investment experience in Japan to invest in Korea from 1992.
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Merill Lynch
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New York
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AVP, Korean Equities
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Oct 1997 - Oct 1998
Recognized by Tiger Management for contributing to their investment success. Recognized by Tiger Management for contributing to their investment success.
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Barclays de Zoete Wedd Securities (formerly investment bank of Barclays Bank)
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Seoul, Korea & New York
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Senior Equity Analyst
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Apr 1992 - Oct 1997
Best Auto Analyst in Asia by Reuters in 1995. Best Auto Analyst in Asia by Reuters in 1995.
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Korea Business World (monthly business magazine)
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Seoul, Korea
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Finance Reporter
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Apr 1991 - Mar 1992
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Equity Research Analyst
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Dec 1988 - Mar 1991
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Education
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2016 - 2017
Simpson University
Administrative Service Credential, conferred June 2019 -
2013 - 2014
Simpson University
California Teaching Credential, Single Subjects for English and Social Science -
2010 - 2012
Simpson University
Master of Arts (M.A.), Education -
2007 - 2009
Torch-Trinity Graduate School of Theology
Divinity/Ministry -
1984 - 1988
Haverford College
Bachelor of Arts (B.A.), History -
1980 - 1984
Gilman School
College Prep
Community
