I am a creative, detail-oriented analyst dedicated to self-development and continuous learning. Additionally, I enjoy building meaningful relationships with others by helping them achieve their goals and contributing to their success.My goal is to obtain a position as an analyst where I can utilize my leadership skills, eagerness to learn, and ability to assist others to their maximum potential.
Kbfg Securities America
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Operations ManagerKbfg Securities AmericaCliffside Park, Nj, Us
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Assistant AnalystLiberfield Capital Sep 2022 - Dec 2022London, England, United Kingdom -
Hedge Fund Analyst/TraderLiberfield Capital May 2022 - Jul 2022London, England, United Kingdom- Performed research to identify a long-term investment opportunity in the global market- Analyzed current trends and identified trading opportunities based on fundamental and technical analysis- Contributed to creating alpha through hedge equity-driven investment strategies using derivatives, futures, and long/short pairs trading approaches- Conducted equity research to make recommendations for longs and shorts based on valuation and catalysts- Delivered stock pitch presentations both orally and in writing to the Portfolio Manager -
Stockbroker - Schwab Trading ServicesCharles Schwab Mar 2020 - May 2022Lone Tree, Colorado, United States- Assisted clients in executing complex trades such as multi-leg options and long/short equity trading in a fast-paced environment.- Provided prompt resolution to complex trading and account issues- Assisted the manager with the training of a new team member- Assumed the role of a cryptocurrency and technical analysis subject matter expert (SME)- Mentored and provided emotional support to mentees -
Area Sales ManagerAuto Dealer Solutions Apr 2018 - Feb 2020Greater Denver Area- Assisted auto dealerships in establishing new reinsurance structures for their auto warranties- Generated sales through face-to-face presentations focusing on win-win strategies - Developed relationships with prospective and existing clients- Supported existing auto dealerships with warranty claims
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Area Sales Manager/ Credit UnderwriterBhfc Financial Services Mar 2012 - Apr 2018Greater Denver Area- Examined eligibility for auto loans based on the company's lending guidelines by reviewing credit applications and conducting interviews with prospective clients- Developed presentations and proposals for dealership management at all levels- Developed and maintained quality relationships with auto dealers- Served as a liaison between auto dealerships and the company for funding, title, and buybacks- Expanded a market share in Colorado by signing up dealerships through referrals and cold calling -
Finance ManagerL.A. Motors Jun 2010 - Dec 2011Las Vegas, Nevada Area- Assisted customers in securing auto loans by working directly with the auto lenders- Consulted and sold finance & insurance warranties to customers- Prepared credit applications and conducted credit interviews- Educated administrative personnel on how to assemble funding packages - Prepared monthly P&L statement
Mi Lee Education Details
Frequently Asked Questions about Mi Lee
What company does Mi Lee work for?
Mi Lee works for Kbfg Securities America
What is Mi Lee's role at the current company?
Mi Lee's current role is Operations Manager.
What schools did Mi Lee attend?
Mi Lee attended Trendup Finance, University Of Nevada-Las Vegas.
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