Won D. Kim Email & Phone Number

New York, NY, US

London, England, GB

London, England, GB

SEDOL – A Global Reference Data SetThe SEDOL Masterfile service provides customers with a comprehensive, global reference data set. SEDOL Masterfile has been in operation for over 30 years, growing and evolving with the market. The SEDOL Masterfile currently provides information on over 100 million securities and financial instruments covering all asset.

Charlottesville, Virginia, US

Hedge Funds: Enhance bottom-up and top-down research critical to long/short equity. Asset Managers: Provide Context and perspective across all stages of the investment cycle with conflict-free insightsPension Funds: Support direct investment efforts as well as due diligence and risk evaluation of third-party managersPrivate Equity: Improve origination.

Charlottesville, Virginia, US

CFRA Forensic Research uncovers important differences between reported financials and underlying economic reality. We help institutional investors make sound investment and risk management decisions through a time-tested process and deep analyst experience as an independent research provider.With the early detection of aggressive revenue recognition.

Charlottesville, Virginia, US

CFRA is a global leader in financial intelligence solutions and insightsOur experienced team of experts deliver timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions.Founded as the Center.

New York, NY, US

Drive Investment Research Subscription revenue with proactive outbound activity for both new business and renewals. Proactively engage prospects and clients to help determine fit and recommend the most appropriate investment research solutions utilizing Quantitative analysis, Fundamental analysis, and technical analysisAchieved $730,260 in subscription.

London, England, GB

• Enterprise Sales Specialist, Course Advisor (2018)Financial Career Counselor (2017 – 2018)
• Responsible for the successful conversion of global leads into student enrollments for professional designation course programs and professional training courses held across New York and London. Daily proactive.
• Collaborate with marketing on branding strategy to effectively generate leads and inbound inquiries for the Charted Financial Risk Engineer and Charted Investment Banking Analyst designation programs.
• Immediately outperformed previous benchmarks and exceeded sales expectations by generating $60,250 in sales in the 1st 90 days of production. $199,264.20 for 2017 and $143,820.12 for Q1 of 2018

New York, US

• Sponsorship sales for 16 regional Private Wealth Forums held across the United States. Connecting Financial Technology Providers, Financial Research Providers, RIA Custodial firms, Law firms, and Accounting firms to.
• Proactively seek out potential sponsors, reaching high-level decision makers and engage in calls and face-to-face meetings. Determine the best fit on the event agenda for the sponsor and propose the most appropriate.
• Make personal introductions for sponsors to the target audience and help facilitate 1-on-1 meetings, before, during and after each event.
• Take ownership of the entire client relationship process, from initial contact to scheduled calls and meetings, to the proposal, contract agreement, and after service. Achieved 118% of target production for 2016.
• Built contacts with high-level executives from top RIA firms and Family Offices to speak on panels and to attend as guests; including CEOs, Founders, Chief Investment Officers, Portfolio Managers, and top level.
• Generated $239,750 in new business sales to service provider firms, for a total of 21 event sponsorships

London, England, GB

• Risk.net | Waters Technology| FX Week | CentralBanking.com
• Proficiently manage and grow a portfolio of sell-side clients consisting of C-level decision makers within the Fixed Income, Currencies, and Commodities [FICC] Divisions of Bulge-Bracket, Middle Market and Boutique.
• Support and expand a base of buy-side clients within asset management firms and hedge funds. Deliver business-essential content pertaining to the international financial risk management sector, regulations.
• Consistently maintain proactive outbound contact with new and existing clients. Conduct on-site demonstrations and employ consultative process to implement the most appropriate offerings consisting of the Risk.net.
• Determine and recommend ideal solutions for each client's area of focus; negotiate contracts with institutions to provide informative access to multiple end-users via enterprise account agreements.

Omaha, NE, US

Partner with the branch-based Investment Consultant network, as the client's fixed income guide and trusted specialist. Responsible for production of Fixed Income and branch generated referrals from 7 branches, 40 Branch Investment Consultants in New York City and Connecticut.Convey to, and gain agreement from, the client at all times; the importance of.

Omaha, NE, US

Partner with the branch-based Investment Consultant network, as the client's fixed income guide and trusted specialist, utilizing complementary investment strategies to enhance the clients' overall investment game plan. Carefully addressing the branch clients'​ ultimate and primary financial objectives. Gain acknowledgement​ from, the client at all times.

Omaha, NE, US

• Branch Revenue generation and management of a 400 High-Asset Client Portfolio, maximizing firm’s wallet share of the client assets, including ETFs, Equities, Options, Futures, Fixed Income, catering to both Long-Term.
• Gained business from a Director of a large mutual fund family, to consolidate the entire 16mm of his family's investable assets from a competitor firm to TD Ameritrade, beating out bids from Fidelity, Charles Schwab.
• Raised 1.5mm of additional Managed Account Assets for Q1 2013
• Captured $21MM of assets for an Active Trader Client Q4 2012 (Capped at $15MM)
• Generated $45MM in Gross Asset inflows despite only 3 quarters of full production for 2012
• Contributed Best Sales Practices to upper management and selected to be distributed nationwide for November: 2012 Retail Sales Snippet Publication

The Catalyst, MU

• Business development and revenue generation from FX & Futures clients; individual investors, money managers, and introducing brokers. Generated leads and business opportunities through extensive outbound calling..
• Top performer on the Sales Desk, consistently ranked #1 and #2 in production on a monthly basis for most funded accounts.
• Generated and managed 274 client relationships, raising more than $1mm equity in allocated Risk Capital Investments for Spot FX, Spot FX Options, and Futures trading accounts.

New York, NY, US

• [Company assets acquired by Gain Capital Holdings Inc.[FOREX.COM], on October 6th, 2010]Acquisition, retention, and growth of Spot Foreign Currency business via proactive contact with client leads, follow-up, skillful.
• Established 182 client relationships (non-micro), developed an additional 138 micro trading clients, encompassing 320 Spot FX Investors, raising in excess of 1.2mm allocation in core Risk Capital

Certificate, Investment Management Theory & Practice

Mini Mba, And Program Diplomas In Global Governance, Financial Management, Project Management, Strategic Management, Innovation Management, Sustainable Management, And Professional Career Skills

Postgraduate Certificate, Business Administration

Professional Certificate, Quantitative Technical Analysis

Professional Certificate, Fundamentals Of Technical Anlysis

Training Program, Fall Intensive Credit Training

Certificate, Wealth Management

Bachelor’S Degree, Finance

Certificate, Board Certified In Securities

Diploma, Financial Planning Specialist

Diploma, Tax Preparation

Certificate, Lifestyle And Wellness Program + Nutrition And Wellness Coaching

Health And Wellness: Designing A Sustainable Nutrition Plan

Certificate, Family Herbalist