John Kim, Cfp®, Chfc® Email & Phone Number

Westlake, Texas, US

Westlake, Texas, US

Westlake, Texas, US

Cupertino, CA, US

• Complete and log food rescue and donation receipts online
• Manage and maintain all mobile client profiles on Salesforce
• Ensure delivery and distribution of food to all clients at various mobile sites
• Maintain inventory of food to ensure the levels are suffcient for the expected number of clients
• Work with the Manager of Food Pantry to ensure and maintain the effectiveness of the Mobile Food Pantry Program

Cupertino, CA, US

• Log all the food that are delivered to clients at various mobile sites
• Check and maintain inventory of different food items in the food pantry
• Check in clients and assist with food distribution to clients

Denver, Colorado, US

Financial Planning Association Summer Externship 2021

San Jose, CA, US

• Oversee the Cupertino branch membership retention and sales process and assist with branch program sales
• Audit and check for completion and accuracy of all membership department paperwork
• Train and onboard new membership staff
• Approve and process membership and program refund/change requests
• Manage the front desk staff to ensure excellent customer service is provided to all members
• Responsible for maintaining membership department budget and acquisition and maintaining a supply of front desk/lobby equipments and towels according to budget availability

San Jose, CA, US

San Francisco, CA, US

• Schedule meetings, interviews, and conference calls for the CEO and other c level executives
• Work with the CEO and other c level executives directly on a daily basis and manage their schedules
• Oversee daily operations and perform oversight through collaboration with CEO and other c level executives
• Take meetings, interviews, and conference calls on the CEO or other c level executives’ behalf when they are unavailable
• Provide administrative support and send daily updates to the CEO with reminders
• Serve as point of contact for all new/potential hires and provide assistance with onboarding

San Francisco, CA, US

• Construct and manage the company’s capitalization table
• Oversee company’s budget and expenses
• Oversee and manage various employee/intern contracts
• Write weekly operations KPI reports
• Source and recruit potential candidates
• Establish and manage business partnerships with other companies

San Francisco, CA, US

• Manage new interns and integrate them to the marketing team structure
• Lead social media customer outreach, engagement, and customer service to increase user acquisition rate
• Manage the company’s multiple social media accounts and platforms and also help manage their contents
• Responsible for gathering customer feedback and collection and management of feedback data to help drive successful business solutions with c-level executives
• Help with the data mining through use of A/B testing and etc. to help guide the engineering team in the right direction with the new rollout of website and app updates
• Manage and optimize the conversion funnel to increase customer engagement and interaction with social media platforms, website, and mobile app by utilizing data

San Jose, CA, US

• Work closely with a diverse group of administrators, teachers, parents, and students to provide a safe and effective learning environment for students
• Attend various professional development meetings and peer collaborative meetings to come up with successful and effective teaching practices

San Jose, California, US

Middle school science teacher

Bachelor Of Arts - Ba, Economics & Political Science

Certificate, Financial Planning And Services

California Teaching Credential, Education

High School Diploma