Sera Kim Email and Phone Number
I am a Quantitative Finance major at Stevens Institute of Technology, committed to leveraging data and analytics to develop impactful financial solutions. With experience as a Wealth Management Intern at KS Capital Management and a Paralegal at Thoms Legal & Consulting, I have honed my analytical skills and gained valuable insights into client needs within the financial sector.As a leader on the e-board of the Finance Investment Banking Advisory (FIBA) and the SCG Stevens Consulting Group, I actively contribute to fostering a collaborative environment that empowers peers to excel in their finance careers. My background as Manager of Marketing at Orangetheory Fitness has also provided me with essential skills in business growth and partnership strategies.I am eager to connect with finance professionals to explore opportunities that leverage my analytical expertise and contribute to innovative financial solutions. Let’s collaborate to create impactful strategies that drive success in the finance industry.
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Client Services RepresentativeCetera Financial GroupNew York, Ny, Us -
ParalegalThoms Legal & Consulting May 2024 - Oct 2024As a Paralegal at Thoms Legal & Consulting, I assist attorneys in managing trusts and estate matters, including drafting and organizing essential documents while ensuring compliance with estate and tax laws. I also support legal processes for Initial Public Offerings (IPOs) and early-stage company developments by preparing regulatory filings, reviewing corporate governance documents, and conducting thorough due diligence. My role involves effective communication with attorneys, financial advisors, and clients to develop tailored asset protection strategies, simplifying complex legal and financial concepts to facilitate informed decision-making and promote long-term wealth growth.
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Wealth Management InternKs Capital Management, Inc. May 2024 - Jul 2024As a Wealth Management Intern at KS Capital Management, Inc., I supported the development of tailored financial strategies for clients by conducting life insurance analysis, applying trend-line techniques, and leveraging firm reports to improve investment outcomes. I performed risk and fundamental analyses on several companies and assisted in a comprehensive valuation of a Fortune 500 company. This analysis, incorporating trend-line techniques and risk algorithms, contributed to a 45% portfolio return increase within two months.In collaboration with senior advisors, I provided insights during meetings with investment bankers and product developers, utilizing risk analysis and industry reports to support expansion strategies. This internship gave me hands-on experience in financial research and analysis while reinforcing the importance of asking the right questions and understanding client needs. -
Social Media Marketing ManagerOrangetheory Fitness May 2023 - Mar 2024Edgewater, New Jersey, United StatesAs the Social Media Manager at Orangetheory Fitness in Edgewater, NJ, I was responsible for driving engagement and brand awareness through strategic content and collaboration initiatives. I successfully established partnerships with 7 local businesses, boosting organic leads via joint social media campaigns and community events. My role involved creating daily content strategies by leveraging market trend analysis, Photoshop, Facebook Ads, and social media insights. Through thorough research on industry trends, I implemented tactics that resulted in a 20% increase in social media engagement. Additionally, I managed and optimized all social media channels, consistently improving campaign performance to maximize outreach and ROI. -
Sales RepresentativeOrangetheory Fitness Jul 2021 - Mar 2024Edgewater, New Jersey, United StatesAs a Sales Associate at Orangetheory Fitness in Edgewater, NJ, I played a key role in driving membership growth and customer satisfaction. Through continuous learning from company-provided sales workshops, I applied advanced sales techniques to represent the brand and sell products and services with a focus on improving public health. I analyzed revenue streams, developed KPIs, and set monthly goals for fellow associates, which included onboarding and training eight new employees.Within my first year, I ranked in the "Top 10" for sales performance across 140+ Empire Studios in the Tri-State Area and achieved the Proven Sales Associate status 18 times during my tenure. I generated over 2,000 customer leads and executed targeted follow-up initiatives, consistently surpassing monthly contact goals by 30%. Additionally, I handled price negotiations, contracts, and revenue streams while managing studio operations such as quarterly retail planning and resolving mechanical issues. This role sharpened my ability to blend sales strategy with operational efficiency, all while focusing on customer retention and satisfaction.
Sera Kim Education Details
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Sophomore
Frequently Asked Questions about Sera Kim
What company does Sera Kim work for?
Sera Kim works for Cetera Financial Group
What is Sera Kim's role at the current company?
Sera Kim's current role is Client Services Representative.
What schools did Sera Kim attend?
Sera Kim attended Stevens Institute Of Technology.
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