Jimmie Y. Lee
서울시 용산동 2가 38-18 2층
010 4119 1367 F4 visa
OBJECTIVE
A Business English / Financial teaching position.
SKILLS SUMMARY
12 years experience in the brokerage and banking industries.
6 years corporate teaching experience. Conversational Korean..
PROFESSIONAL LICENSES
FINRA SERIES 7 AND SERIES 66
(stock trader/broker, financial advisor, insurance and pension planning licenses)
TEACHING EXPERIENCE:
Finance Instructor/Consultant
KOFIA (Korea Finance Investment Association), Seoul, Korea, March 2015-present
-Teach Financial English to KOFIA member companies.
-Develop financial programs for KOFIA member companies.
-Subjects taught include equity and bond markets, financial terminology, and derivatives.
Business English Instructor
YBM Sisa, Seoul, Korea, January – February 2015 (4 week intensive)
-Taught Business English to Korea Hydro Nuclear Power managers and directors
-Subjects taught included global negotiation, presentation skills, and business communication.
Corporate Trainer
ICAK (International Construction Association of Korea), Seoul, Korea, August 2014-present
-Teach general Business English to ICAK member company employees.
-Teach negotiation and presentation skills to ICAK member company employees.
Corporate Trainer
Korean Air Pilots Association, Kimpo, Korea, June 2006 - April 2007
-Taught Aviation English and conversational English to pilots.
-Edited flight training manuals prepared by Korean Air.
Corporate Trainer
Asiana Airlines, Kimpo, Korea, March 2004 – February 2006
-Developed and implemented training programs for flight crew training staff.
-Taught Aviation English and conversational English to pilots.
-Assisted flight attendants with in-flight announcements.
Corporate Trainer
KITA (Korean International Trade Association) Seoul, Korea, January 2002 - February 2004
-Designed Business English curriculums for KITA.
-Taught Business English, negotiation and presentation skills to employees of Samsung and LG.
-Taught International Business English to employees of Hyundai and Doosan.
Academic Director
Hansol Education, Seoul, Korea, July 2001 – January 2003
-Designed teaching curriculums for teaching staff.
-Supervised native English teachers hired by Hansol.
-Taught business English to Hansol employees.
WORK EXPERIENCE
Bank of America Merrill Lynch,
Assistant Vice President/ Financial Solutions Advisor
Citibank N.A.,
Private Wealth Manager / Account Executive
Morgan Stanley Dean Witter
Account Executive
Fleet Bank / Quick & Reilly
Institutional Sales
KOFIA
Finance Instructor/Consultant
YBM Sisa
Business English Instructor
ICAK
Corporate Trainer
Korean Air Pilots Association
Corporate Trainer
Asiana Airlines
Corporate Trainer
KITA
Corporate Trainer
Hansol Education
Academic Director
DETAILED FINANCIAL WORK HISTORY
Assistant Vice President/ Financial Solutions Advisor
Bank of America Merrill Lynch, Annandale, VA, May 2013 – September 2014
-Develop new investment business and expand existing accounts
-Identify, profile, and analyze client’s needs
-Train Merrill Lynch Employees at Merrill Lynch Wealth Complex.
-401Ks and IRA management
-Mutual fund advisor / private portfolio manager
Private Wealth Manager / Business Banker
Citibank N.A., Rockville, MD, July 2008 – April 2013
-Licensed advisor, consultant, planner
-Sales/marketing new financial products
-Credit analysis
-Mortgage and equity loans
-Consistently met and exceeded Citibank’s sales goals for private wealth managers.
Retail and Commercial Banker
Bank of America, Silver Spring MD, July 2007 - July 2008
-New account development
-Retail and commercial sales .
-Successfully completed Bank of America's three month private wealth training program.
-Consumer and commercial lending specialist
Account Executive
CitiGold, Citibank N.A., New York, NY, June 1999 - July 2001
-Provided banking and investment needs to Citibank’s high net worth clients.
-Gave product presentations and developed sales strategies for sales team.
-Generated more than $500,000 in revenues as an account executive.
-Duties included marketing Citibank’s proprietary funds and performing routine banking
functions for clients of Citibank.
Institutional Sales
Fleet Bank / Quick & Reilly, New York, NY, July 1998 - June 1999
-Solicited mutual funds to investment advisors at Fleet Bank and Quick & Reilly.
-Worked in conjunction with Q&R national sales director to develop sales strategies.
-Helped significantly increase brokerage revenues for Fleet Bank.
Account Executive
Morgan Stanley Dean Witter, New York, NY, July 1997 - July 1998
-Managed and developed investment portfolios to meet clients’ needs.
-Participated in investment banking for new issues and asset allocation.
-Provided investment advice to clients.
Stockbroker Trainee
Gruntal & Company, LLC, New York, NY, July 1996 - July 1997
-Developed the skills and know-how to become a producing stockbroker.
-Researched and analyzed stock reports.
-Cold-called, opened, and serviced new accounts.
EDUCATION
University Of Maryland College Park, College Park, MD, 1988-1993
B.S. Economics