Kimberly Atherton Lee Email & Phone Number

Greater New York City Area

Media and Telecommunications Industry Research project - Conduct research and interviews of C-Suite Executives in Media and Telecom. Trend analysis and written synopsis of all data gathered to support professor's research.

Stamford, Ct

Part-time Administration of privately-owned family investment business. Event planning, development, financial management and strategic planning. Documentation and reporting, procurement and supplies management, written responses to Request for Bid and Proposal, Data input and tracking, report production, compliance, and staffing.

Greenwich, Connecticut

Part-time/Ad Hoc Tutor for private and public secondary school students in Mandarin Chinese; AP Chinese test prep. SAT and ACT Test prep private tutor achieving average SAT test score improvement of +300 points.

Stamford, Connecticut

Mandarin Teacher. Responsible for all curriculum development and writing. Classroom instruction of 6 levels of classes including grades K through 8. Assessments, grading and all reporting for more than 250 students. IB School regulations and structure. CT Mandated Reporter. Received training in CBT and Student Crisis intervention.

Greenwich, Ct

Plant expert, customer service expert, and procedural document writer.

Greater New York City Area

Vice President, Trust and Custody Division - Client Services Officer - New business sales and marketing of firm-wide custody and investment services. Monitored and responded to all customer inquiries tracking same on in-house database. Interdepartmental interaction to maximize opportunities for cross-sales, and to increase managed assets and accounts. Customer Services Officer responsible for managing team of 10. My group and I built and grew relationships - interfacing on behalf of clients across Sales, Product, Investment, Finance, Operations , and Legal Departments. Monthly reporting and on-time response to all client inquiries and requests. Group hiring and budgeting manager. Interface as necessary with Institutional Investors in support of client base. Sales Team support - prepare and present services provided to obtain new business.

280 Park Avenue, New York

VP Endowments and Foundations Team; Service 33 Trust and Custody clients including Yale, Duke, Northwestern, University of Rochester, Kauffman Foundation, and Mellon Foundation. Manage team of 6. Securities Lending Team support and reporting. 6 months managing STIF (short term investment funds) desk - optimizing return on clients short-term liquidity. College On-Boarding Team including training and mentorship. Course development and instruction as part of HR Development Team.

Greater New York City Area

Diverse experience including Management Training Program, Capital Markets placement on Swaps Team working reporting and compliance. Analysis and Risk Reporting. Management Internal Control supporting Pension Trust Division. Written Policies and Procedures for three product lines. Operational practices and compliance for ERISA reporting.

Bachelor'S Degree, East Asian Studies

Activities and Societies: Minor in International Relations

East Asian Studies

Activities and Societies: Council on East Asian StudiesVolunteer and Program Participant

International Exchange Student, Chinese Language And Literature