IL HAN LEE
Los Angeles,US
Summary
Highly skilled Personal Financial Consultant with extensive experience in financial planning, investment strategies, and wealth management. Demonstrates strong analytical skills and methodical approach to developing comprehensive financial plans that achieve client goals. Committed to delivering accurate and timely financial advice, leveraging solid work ethic and keen attention to detail. Expert in assessing clients' financial needs, creating sustainable budgets, and providing strategic advice on investments and savings.
Overview
10
10
years of professional experience
Work History
Personal Financial Consultant
Self-Employed
Los Angeles
07.2021 - Current
- Created detailed financial plans based on individual needs and goals.
- Developed and implemented strategies to help clients manage their personal finances.
- Provided ongoing support to ensure that clients stay on track with their financial goals.
- Analyzed budgeting, taxes, investments, retirement planning, insurance coverage, and estate planning for clients.
- Reviewed retirement plans such as 401ks and IRAs to ensure they are tailored according to client’s needs.
- Identified areas where additional income could be generated by leveraging existing resources or assets.
Senior Portfolio Manager
Morgan Stanley, Wealth Management
Los Angeles, CA
06.2019 - 07.2021
- Developed and implemented investment strategies aligning with client goals and market trends.
- Managed multi-asset portfolios, ensuring optimal asset allocation and risk management.
- Led cross-functional teams to enhance client service delivery and operational efficiency.
- Conducted in-depth market analysis to identify investment opportunities and evaluate performance.
Financial Advisor
Northwestern Mutual
Los Angeles
06.2017 - 06.2019
- Educated clients on the various investment options available to them.
- Advised clients on investment strategies that best suited their individual needs and goals.
- Developed financial plans for clients to ensure their long-term financial stability and growth.
- Organized observations and findings to present in client deliverables.
- Managed client portfolios, kept client plans up-to-date.
Market Research Analyst
Calywire
Torrance, CA
06.2016 - 06.2017
- Identified new opportunities for growth based on current market conditions and customer needs.
- Contributed to design, execution and delivery of market insights based on quantitative and qualitative research techniques.
- Offered strategic analysis and insights regarding competitors and markets.
- Developed and conducted survey research to identify consumer preferences and trends.
- Organized focus groups with consumers to gain further insight into buying habits and preferences.
Education
Bachelor of Science (B.S.) - Financial Analysis
California State University-Northridge
Northridge, CA, US01-2017
Bachelor of Science (B.S.) - Marketing
California State University-Northridge
Northridge, CA, US01-2017
Skills
- Microsoft Office proficiency
- Financial planning
- Retirement planning
- Investment management
- Risk management
- Project management
Timeline
Personal Financial Consultant
Self-Employed
07.2021 - Current
Senior Portfolio Manager
Morgan Stanley, Wealth Management
06.2019 - 07.2021
Financial Advisor
Northwestern Mutual
06.2017 - 06.2019
Market Research Analyst
Calywire
06.2016 - 06.2017
Bachelor of Science (B.S.) - Marketing
California State University-Northridge
Bachelor of Science (B.S.) - Financial Analysis
California State University-Northridge