Dohaeng Heo
Ballwin,MO
Summary
- Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
- Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
- Conscientious equity analyst with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
- Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Staff Accountant
Kang Yeul Lee Accounting
09.2021 - 08.2022
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Collected and arranged financial information and entered details into Quickbooks financial management system.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Equity Analyst
Daewoo Securities And Others
12.1996 - 03.2016
- Optimized investment returns through rigorous analysis of financial statements and fundamental drivers of businesses under coverage.
- Generated profitable investment ideas through in-depth industry and company analysis.
- Provided support during earnings season by preparing summaries of key findings from conference calls and analyst meetings for internal use.
- Collaborated with team members to develop well-researched buy/sell recommendations for clients.
- Contributed to improved investment decisions by presenting equity research findings at internal meetings.
- Maintained a high level of knowledge about assigned sectors, participating in industry conferences and events regularly.
- Worked closely with the trading desk to provide real-time insights on market-moving news impacting stocks under coverage.
- Enhanced portfolio performance with meticulous financial modeling and valuation techniques.
- Created 100+ financial models annually for buy and sell recommendations.
Education
MBA - Finance
Indiana University Bloomington
Bloomington, IN08.2007
MBA - Finance
Yonsei University
Seoul, Korea08.1994
Bachelor of Arts - Business Administration And Management
Yonsei University
Seoul, Korea08.1992
Skills
- Accounts Receivable
- Monthly Journal Entries
- Payroll Processing
- Account Reconciliation
- Microsoft Excel proficiency
- Income Statements
- Tax Preparation
- Financial statements expertise
- Sales Tax Filing
- Generally Accepted Accounting Principles
- Cash Flow Management
- Forecasting & Budgeting
- Microsoft Office
- Intuit QuickBooks
- Financial Data Analysis
- Analytical research
- Data Analysis
- Profits and losses tracking
- Budget Analysis
Accomplishments
- Best Analyst in Software and Internet Industry in Korean 1999 - 2003
- SIE Certificate, 2024
Certification
- SIE License - [2024]
Languages
Korean
Native or Bilingual
English
Full Professional
Timeline
Staff Accountant
Kang Yeul Lee Accounting
09.2021 - 08.2022
Equity Analyst
Daewoo Securities And Others
12.1996 - 03.2016
MBA - Finance
Indiana University Bloomington
MBA - Finance
Yonsei University
Bachelor of Arts - Business Administration And Management
Yonsei University
- SIE License - [2024]
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