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.
• 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 in.