Alex Lee
Los Angeles,CA
Summary
Dynamic professional with a strong foundation in client communication and relationship building. Proven ability to manage product lifecycles and enhance customer satisfaction, while leveraging financial analysis and market insights to support strategic project planning.
Overview
2
2
years of professional experience
Work History
Real Estate Development Intern
Domo Modular
Los Angeles, California
09.2026 - Current
- Analyzed submarket rent trends and competing properties to inform revenue projections for development planning
- Contributed to underwriting of new development opportunities by delivering rent and revenue assumptions for project pro formas
- Created rent pricing matrices in Excel to analyze premiums and discounts based on floor and unit attributes for modular multifamily developments
Founder of Small Clothing Brand
Self Employed
Los Angeles, California
04.2024 - Current
- Founded ocean- and travel-inspired apparel brand, establishing identity around surf culture and Korean cultural influences to attract niche market
- Managed full product lifecycle from design and sourcing through production, delivering 250 units per drop to meet customer demand
Advanced Wealth Planning & Strategy Intern
UHNW Private Family Office
Yardley, Pennsylvania
05.2026 - 08.2026
- Built asset allocation models for trust funding, reviewing tax and liquidity effects of moving high-growth assets, private equity, and closely held stock into irrevocable structures.
- Assisted with research on spousal lifetime access trusts (SLATs), covering setup mechanics, tax planning, and reciprocal trust risk mitigation.
- Synthesized technical tax code and entrepreneurial strategy into executive-ready pitch decks and memos used by the founder for high-stakes decision-making.
- Drafted business plan for a founder wealth management venture, outlining market positioning, operating model, and revenue structure to support a new industry offering.
Education
Bachelor of Arts - Finance And Buisness Management And Leadership
Loyola Marymount University
Los Angeles05-2028
Skills
- Data analysis
- Market research
- Client communication
- Client communication
- Relationship building
- Project management
Timeline
Real Estate Development Intern
Domo Modular
09.2026 - Current
Advanced Wealth Planning & Strategy Intern
UHNW Private Family Office
05.2026 - 08.2026
Founder of Small Clothing Brand
Self Employed
04.2024 - Current
Bachelor of Arts - Finance And Buisness Management And Leadership
Loyola Marymount University