Marcus Lee Email & Phone Number

Westlake, Texas, US

Revolutionizing the financial industry, having released new product ( Schwab Thematic Investing ) on December 2023 to general public ( released employee pilot year prior to that ) and continuing development on ithttps://www.schwab.com/thematic-investing

Westlake, Texas, US

Westlake, Texas, US

Ensuring Schwab is at the cutting edge of the financial industry by going through the entirety of the innovation pipeline ( which is to say: researching the latest technologies or concepts -> identifying which of those may be of use to the firm -> generating use cases around them -> creating POC applications showcasing those use cases -> and finally.

Westlake, Texas, US

Westlake, Texas, US

Position & Program Details: https://www.aboutschwab.com/work-at-schwab/college-grads/nerd-program

Berkeley, CA, US

• Manage entire domain of the accounting program, redesigning pre-existing pages and designing new pages per request
• Improve mobile compatibility of the website using principles of responsive web design

Mountain View, CA, US

" Implemented a Customer-Facing SlackBot that parses and automatically responds to user messages using Slack APIs" Developed Real-time Chapter Mark Creation Functionality for live video conferences using Zoom APIs" Contributed above features to successfully ship Beta Product - Video Conference Processing and Storing Software - to business partners for Beta.

" Provided professors live troubleshooting support for AV systems, managing time-sensitive, urgent requests

New York City, New York, US

" Led a consulting project for CITRIS, a Berkeley technology incubator, to scope out the UC innovation ecosystem " Led a consulting project for the newly created Mongolia Foundation to develop / launch its internal website conduct new avenues of fundraising" Organized and Led Weekly Meetings for the club.

Seoul, Gangnam, KR

• Worked under the Senior Manager of Marketing for a fast-growing, market-leading web development and consulting agency
• Independently delivered 40 minute presentation assessing trends and corporate best practices of social media communication as final project
• Facilitated contractual presentations to Lotte Hotel evaluating deficiencies of its online marketing strategy
• Translated documents from Korean to English daily
• Created Excel Spreadsheet Reports on international market trends within the automobile industry

• Directly Represented and Advocated for 460 students (two UC halls) by voicing resident concerns while attending and participating in weekly debates to best improve student life experience in the dorms
• Planned and Executed four campus-wide Community Building Events with budgets up to $38,000
• Determined distribution of $139,000 annual RHA budget: Judging funding requests of programs hosted by various student organizations for their legitimacy and advocating to deny, grant, reduce, or increase requested.
• Served as Member on Committee of Internal Affairs: Writing and revising assembly bills, updating governing documents, and communicating with the ASUC to collaborate on legislation
• Delivered weekly RHA reports to Towle-Cunningham Hall Association during individual Hall Association meetings
• Planned monthly events for Towle and Cunningham Residents in weekly Hall Association meetings outside RHA meetings*RHA: the umbrella student government that represents each resident of the UC dorm system and supports.

• Oversaw class projects to guarantee execution of final deliverable
• Coordinated all class meetings to ensure class met all goals and deadlines
• Served as Primary Liaison between the Chapter, Executives, and Prospective Members