Lance Kim Email & Phone Number

New York, United States

• Verify, reconcile, and tie out public company disclosures; Process disclosure and footnote submissions from various business and reporting groups, including data summarization, filing, and entry into the Form 10-Q/10-K/8-K• Maintain quarterly documentation binders supporting public filings; Prepare Disclosure Request Packages (DRPs) for upcoming quarters; Update SharePoint access to prevent material information leakage• Process edits in Blackstone’s filings using the Certent Disclosure Management (CDM) system; Pull data from Essbase and Anaplan into excel for DRP data entry, status tracking, and consistency analysis• Complete ad hoc requests such as planning meetings with Deloitte and registering employees for an AICPA Conference

Boston, Massachusetts, United States

• Conducted research on under-invested energy & environmental issues in the United States northeast• Prospected, sourced, and conducted due diligence on energy/environmental-focused companies for a $600k+ AUM portfolio• Presented an Investment Review Memorandum to the NUImpact Investment Committee for a potential $30k investment

Boston, Massachusetts, United States

• Created a start-up that offers clients AI integration, web development, network management, SEO, and social media ads • Generated leads and reached out via customized emails/SMS to acquire new clients and expand the business• Directed the development of FLOWPA’s website, determined service pricing ranges, and maintained CRM databases

Boston, Massachusetts, United States

• Obtained knowledge of the basics of finance such as valuation methods and financial statements by completing 4 modules which included video lectures and quizzes in their Finance Technicals Bootcamp Series

Philadelphia, Pennsylvania, United States

• Delivered 400+ orders around the Philadelphia area; Achieved a 98.6% customer satisfaction rate

Philadelphia, Pennsylvania, United States

• Created and organized an online finance club aimed at increasing youth awareness about basic financial knowledge • Amassed 32 members from 10 different states; Held weekly meetings discussing news and equity/fixed-income investments

Ardmore, Pennsylvania, United States

• Refereed 20+ youth flag football games in the spring and fall; Set up and cleaned field before and after sessions• Coached 2 different teams in regulation games; Directed children aged 5-10 through stretches and drills

Bachelor Of Business Administration - Bba, Accounting And Finance

Bachelor Of Business Administration - Bba, Accounting And Finance

High School Diploma, 4.64/5 (Weighted)

Activities and Societies: SAT Score: 1480 (Math 760 | English 720) Varsity Football (2019-2022) Drummer (Age 5-18) 1st Degree Blackbelt.