Daniel Kim Email & Phone Number

Covington, Kentucky, United States

I make sure that our clients with managed funds have their accounts aligned to their goals and financial picture to set them up for success with Fidelity.

Provided our clients with retirement planning and investment recommendations for their goals, as well as financial education.Hall of Fame 2023 Award, Excellence in Action Award

Facilitated securities trades, money movement, and resolved issues in our clients' investment and retirement accounts.

New York, United States

• Helped over 100 non-English speaking clients apply for/obtain Unemployment Insurance during the COVID-19 pandemic. Ensured that clients received their benefits by translating follow-up instructions for them from the state. Empowered non-English speaking clients struggling with technology by teaching them how to use the state website to claim benefits weekly. Dialogued with the Labor Department on behalf of clients with application issues as an advocate.• Collaborated with Alyssa Gray… Show more • Helped over 100 non-English speaking clients apply for/obtain Unemployment Insurance during the COVID-19 pandemic. Ensured that clients received their benefits by translating follow-up instructions for them from the state. Empowered non-English speaking clients struggling with technology by teaching them how to use the state website to claim benefits weekly. Dialogued with the Labor Department on behalf of clients with application issues as an advocate.• Collaborated with Alyssa Gray Realty, LLC to complete online applications for the NYS Emergency Rental Assistance Program on behalf of 30 tenants with outstanding rent arrears; ensured that client applications satisfied state requirements by managing ongoing cases over a period of 3 months. Succeeded in helping 26 tenants receive payments to cover their arrears as well as prospective rent.• Wrote individual and team grant proposals to fund KCS’ social service initiatives. Achieved funding from the NYS Office of New Americans to start a program to teach immigrants English for the workforce, and renewed funding from the Korean American Community Foundation to continue KCS’ job-training program for underemployed Korean-Americans.• Wrote 6 quarterly reports for KCS’ Senior Community Service Employment Program (SCSEP); used data and accomplishments from each quarter to provide the funder with a comprehensive timeline and summary of how participants were helped towards employment. Funder reapproved KCS’ contract for the SCSEP program for all 6 quarters.• Strengthened KCS’ SCSEP administration by conducting detailed interviews with participants to ascertain their progress, job history, challenges, and employment goals. Improved individual case management by recommending next steps to staff for each participant based on interview results. Show less

• Maintained a clean facility by bagging and removing trash from all waste bins, and sanitizing the toilets and sinks in 5 restrooms.• Managed KCS’ Saturday line-dance class by recording attendance, organizing payments, and helping with the sound system and food setup.

Flushing, Ny

• Facilitated conversation groups with ESL students to enable them to practice their speaking skills.• Increased program content visibility by translating documents and flyers into Korean.• Supported the registrar by using the in-house database program to enroll and bill incoming students.

Flushing, Ny

• Taught elementary and middle-school students English and basic math.• Supervised student classes and sports and playground times.• Stayed behind after school to take care of students with late parents.

Flushing, Ny

• Brought customers’ orders and drinks to their tables.• Cleaned and took care of basic counter duties.

Flushing, Ny

• Managed customer seating and service.• Organized sales receipts and recorded data on spreadsheets.• Cleaned tables, windows, and doors.• Aided servers with their responsibilities during peak hours.

Seodaemun-Gu, Seoul, Korea

• Proofread peer-written articles for content, spelling, and grammar.• Contributed opinions pieces focused on raising awareness of ongoing human rights crises.• Club representative at official Student Union club fair.

Flushing, Ny

• Worked with Flushing district residents to resolve housing and legal issues. Helped seniors and low-income constituents apply for public apartments.• Wrote a grant application to the Beautiful Foundation on behalf of the Jesus Love House, a homeless shelter in Flushing. Shelter received $15,000 in grant aid.• Conducted statistical research on the effects of the NY Common Curriculum. Presented conclusions drawn from this research during a televised debate in front of New York State… Show more • Worked with Flushing district residents to resolve housing and legal issues. Helped seniors and low-income constituents apply for public apartments.• Wrote a grant application to the Beautiful Foundation on behalf of the Jesus Love House, a homeless shelter in Flushing. Shelter received $15,000 in grant aid.• Conducted statistical research on the effects of the NY Common Curriculum. Presented conclusions drawn from this research during a televised debate in front of New York State Assemblyman Ron Kim and Senator Toby Ann Stavisky. Won by two votes. Show less

Bachelor Of Arts - Ba (Summa Cum Laude), English, 3.984 Gpa

Activities and Societies: Presidential Scholar, Mellon Mays Undergraduate Fellow

International/Global Studies, Gpa: 3.8

Activities and Societies: The UIC Scribe, High Honor Roll