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 classes, and continues to grow.Various organisations use SEDOL Masterfile to aid security identification in their business activities, for example to assist with portfolio valuation, trade execution, processing price feeds, for reference data validation as a cross reference to other identifiers and price validation. This unique, global security identifier increases STP efficiencies and decreases the costs of cross-border trade failure. The SEDOL Masterfile service addresses three major industry issues with securities identification:Identification of individual securities and the markets that they are traded on reducing £millions losses each year as a result of trading errors caused by inaccuracy in security identification.Code allocation on a real time basis; hosted on a 24/7 web browser for real-time SEDOL search and creation functionality.Scope of SEDOL coverage across all asset classes – reducing the need for multiple Identifiers.

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, diligence, and value creation through increased business intelligence.

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, weakening balance sheets, and deteriorating cash flow trends, we help our clients get the big calls right and manage downside risk

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 for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy, and technical research with data, analytics, and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals.We are fiercely independent, we are client obsessed, and our goal is simply to be the most trusted global source of independent financial intelligence and innovation.

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 revenue and a total of 1544 subscription units. Established a new company record for the highest monthly sales commissions, by the first 45 days at the firm, reaching 160% of the previous benchmark and maintained a monthly rolling sales target average of 164.61% for subscription revenue and 146.93% of subscription units target.

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 outbound reach to prospective students, to engage them in discovery conversations, uncover their main objectives and recommend the best training solutions to help them succeed in their professional career goals. Engage C-Level decision makers in Learning & Development and HR to provide Enterprise Training Programs.• 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 C-Level Decision makers from regional independent Registered Investment Advisor firms, Private Banks, and Single/Multi Family offices.• 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 sponsorship packages. • 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 client-facing advisors• 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 Investment Banks. Grow client base within inter-dealer brokers and financial information technology providers. • 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, derivatives, complex financial instruments, market data, market reference data, and trading technology.• 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 portal and its 7 contributing modules, the Waters Technology suite of 5 contributing modules, FX Week and Central Banking Publications content. • 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 overall asset allocation and diversification, helping clients focus on the total investment road-map, guide clients and partner with the branch investment consultants to help the clients find, the most ideal managed portfolio solutions whenever appropriate. Educate clients on individual bonds as well as bond funds and how they differ, as well as introduce synergies with the clients'​ other asset classes; such as equities and cash alternatives, to help reduce long-term volatility. Provide clients sound consultative recommendations, for added diversification and optimize the clients' investment holdingsSelected to act as brand ambassador for the company President’s Branch Fixed Income Pilot Program, to increase participation and awareness of fixed income for New York and Connecticut branches. Represent the asset class and create awareness of its significance as individual securities, within ETFs and inside Managed Accounts, through weekly branch visits, presentations and meetings with select clients.Highest Referral flow from and to branches in Department on a consistent basisFastest Promotion to Senior Specialist in History of the OrganizationConsistently Ranked #1 for Managed Account Referral Conversions to the BranchesGrew a perpetually lowest- producing Fixed Income territory, to be consistently in the top 5 out of 20 territory segments nationwide. Consistently ranked in the top 3 out of 50 producers for Value-per-Contact (Measure of Dollar revenue generated per client interaction)

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; the importance of overall asset allocation and diversification, helping clients focus on the total investment road-map, guide clients and partner with the branch investment consultants to help the clients find, the most cohesive managed portfolio solutions whenever appropriate. Educate clients on individual bonds as well as bond funds and how each differ, as well as introduce synergies with the clients'​ other asset classes; such as equities and cash alternatives, to help reduce long-term volatility. Provide clients sound consultative recommendations, for added diversification and optimize the clients' investment holdingsFastest Promotion to Senior Specialist in History of the OrganizationPresident’s Club For Q4 2013 for reaching top 5 Specialists out of 30 in the country.

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 Investors and Active Traders. Leverage in-house Morningstar Associates Managed Tactical, Strategic, and Income Portfolio offerings, Identify opportunities to expand clients’ use of the firm’s resources; proactively partner with Fixed Income Group, Investor Education Group, Active Trader Group, and TD Wealth Private Banking services, to fully enhance the client experience, building long-term client relationships and the consolidation of client external assets to the firm.• 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, E*Trade, and Scottrade, for Q1 2013• 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. Provided solutions to prospective clients within the Alpari Group’s suite of trading arrangements; with integrated Straight-Through- Processing (STP), connecting clients to a superior trading network of the Currenex Classic, Currenex Viking, Metatrader 4, FXBridge® Technologies Pro TraderPlus™ 5., and the NinjaTrader® Version 7 futures trading platform. Enhanced the client experience by demonstrating the use of Trading Central Investment Research Reports, Autochartist™ Pattern Recognition Software, and FirstCall Market Squawk Live Commentary; Alpha real-time and Omega - 60 second delayed feeds.• 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 presentation, and navigation of the firm’s VT Trader™ 2.0, MetaTrader 4, and the Institutional FX Tradeport (Currenex White-Label) trading platforms. Progressively source Introducing Brokers, Money Managers, White-Labeling opportunities, and Liquidity Provider relationships with financial institutions.• 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