Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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LISA M. F. KIM

LISA M. F. KIM

Ellicott City,MD

Summary

Dynamic and self-motivated professional with comprehensive experience in daily operations, budget analysis, and policy development. Creates procedures and internal controls to improve on business strategies to achieve organizational goals and objectives. Demonstrated success as a high-level executive and talented supervisor.

Overview

23
23
years of professional experience

Work History

Financial Advisor, Regional Manager

Shirley Luu & Associates
06.2021 - Current
  • Leads client relationship team and has overall responsibility
  • Works closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives
  • Recommends ideas, suggestions and alternative wealth solutions by utilizing team of specialists as applicable
  • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal
  • Manages and reviews relationship on ongoing basis to ensure client goals and objectives are achieved
  • Adheres to applicable compliance/operational risk controls
  • Maintains internal control standards, including timely implementation of internal and external audit points
  • Develops comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Works with clients to support understanding of rationale and details of financial strategies.

Business Owner/Operator

DocketMasters
04.2002 - 09.2021
  • Oversaw daily operations, business budget planning and administration, accounting functions, purchasing and payroll to handle all financial needs
  • Managed projects with full account responsibilities
  • Managed over 50 clients
  • Kept solvent business through 2008-2009 recession
  • Established and administered annual budget with effective controls
  • Applied performance data to evaluate and improve operations
  • Devised, deployed and monitored processes
  • Learned and remained updated on statutory requirements and regulations
  • Applied human resources expertise to optimize hiring, training and performance
  • Remedied tense situations and conflicts

Financial Analyst

Lockheed Martin
03.2000 - 04.2002
  • Improved operational efficiency and cultivated cost reduction and increased productivity
  • Reviewed statistical information to determine financial trends for use in investment planning
  • Developed financial models for projects and presentations
  • Monitored and analyzed financial, statistical and operational data trends
  • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning
  • Reviewed and analyzed project spending throughout project life cycle
  • Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies
  • Led meetings with directors to analyze spending and provide financial recommendations
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position
  • Improved financial status by analyzing results, monitoring variances and recommending actions to Project Directors and Managers.

Education

Bachelor of Science - Behavioral Science

University of Maryland - University College
2006

Skills

  • Effective Leader
  • Budgeting and Financial Management
  • Strategic Planning
  • Operations Management
  • Project Management
  • Financial Knowledge
  • Process Improvement
  • Project Coordination
  • Employee Performance Evaluations
  • Municipal Process Management
  • Administrative Management
  • Program Implementation

Accomplishments


  • Promoted 3 times at Lockheed Martin within 1 year of employment
  • First non-Asian, non-Korean Board Member for the Korean Society of Maryland
  • Executive Board member of the Korean American Grocers Association, Baltimore
  • Executive Board member of Women's Funds USA
  • Supervised a team of 25 volunteers at local non-profit


Former 3-time Elected Legislator


  • 3-time elected legislator, Prince George's County, Responsible for making new laws and changing existing laws
  • Created policies, budgets and programs
  • Participated in debates and analyzed proposed legislation
  • Sought funding
  • Negotiated with other lawmakers to gain consensus and move legislation forward
  • Made public appearances, presentations and speeches

Timeline

Financial Advisor, Regional Manager

Shirley Luu & Associates
06.2021 - Current

Business Owner/Operator

DocketMasters
04.2002 - 09.2021

Financial Analyst

Lockheed Martin
03.2000 - 04.2002

Bachelor of Science - Behavioral Science

University of Maryland - University College

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LISA M. F. KIM