1. JOHN KIM
708.710.7422 | Johnkeesangkim1120@gmail.com
Financial and Investment Analyst
EDUCATION
UNIVERSITY OF ILLINOIS | Champaign, IL
Bachelor of Science: Finance, 2009-2013
DELTA CHI FRATERNITY
Social Chair, 2009-2013
ILLINOIS FINANCE CLUB
Member, 2010-2012
MINORITY BUSINESS ASSOCIATION
Member, 2012-2013
ILLINOIS BASKETBALL
Practice Player, 2010-2011
ILLINOIS VOLLEYBALL
Club Player, 2008-2009
ILLINOIS TRIATHLON
Athlete, 2009-2010
ORGANIZATIONS
CHICAGO KOREAN OLYMPIC BASKETBALL
Player, 2007-Present
KOREAN UNITED METHODIST CHURCH
Member, 2008-Present
OVERFLOW MINISTRY
Member, 2008-Present
CERTIFICATIONS
SERIES 6 | Investment Products | Variable Life
Passed in 2013
SERIES 63 | Uniform Securities Agent State Law
Passed in 2013
LIFE INSURANCE LICENSE | Illinois
Passed in 2013
HEALTH INSURANCE LICENSE | Illinois
Passed in 2013
SERIES 7 | Prepared to immediately take the exam with member firm or SRO sponsorship
REFERENCES
JOSH LERNER | Northwestern Mutual
312-399-6836
ROBIN REED | Northwestern Mutual
630-458-7010
BRETT LEHMANN | Red Lion
217-722-3289
PETE RIOFSKI | Nationwide Acceptance
800-622-7605
MANDY JACKSON | Abercrombie & Fitch
432-894-6142
ADDITIONAL INFORMATION AVAILABLE UPON REQUEST
PROFILE
Financial Professional with a strong background in Financial Advisory and Management. Highly motivated and results-driven who continually seeks to improve. Leverages interpersonal and time management skills to successfully achieve both client and corporate goals and objectives. Energetic and goal-oriented with a genuine passion for financial services and a well-rounded background in supporting quick progression towards optimal performance and growth. Astute communicator adept at establishing rewarding relationships with clients as well as fellow corporate professionals. Seeking a Financial Analyst or Investment Analyst position that will challenge me in all aspects.
PROFESSIONAL SKILLS
PERSONAL | Employee Skills
Communication, Coachable, Leadership, Teamwork, Passion, Flexibility, Time Management, Creativity, Confidence, Integrity, Attention to Detail
FINANCIAL PLANNING | Financial Skills
Insurance | Investments | Wealth Management | Retirement
Analysis, Building Relationships, Client Service, Compliance, Marketing, Organizational, Networking, Sales, Social Media
FINANCIAL AUDITING | Accounting Skills
Annual Reports | Balance Sheets | Bookkeeping
Analysis, Audit reports, Mathematical, Microsoft Excel, Microsoft Power- point, Microsoft Word
PROFESSIONAL EXPERIENCE
NORTHWESTERN MUTUAL | Chicago, IL 6/2013-9/2014
Financial Representative
-worked with clients to identify their financial security needs through solutions involving risk management, wealth accumulation, and wealth management & preservation
-recommended a variety of proven insurance and investment solutions to help meet client financial goals, and provided ongoing reviews to help them adjust their plan accordingly to life changes and unexpected circumstances
-created personalized financial plans that included retirement planning, investment planning, education funding, business planning, estate planning, as well as various insurance products
-engaged in daily corporate client builder meetings and mentoring sessions to continually improve personal financial advisory skills, and gained vital knowledge and advice from the company's premier performers
-took part in state mandatory continuing education classes to further personal expertise in industry knowledge
NATIONWIDE ACCEPTANCE | Chicago, IL 6/2012-9/2012
Audit Intern
-reviewed company financial reports to ensure that documents on record matched client financial statements by performing analytical review of audit documents
-identified accounting and auditing issues within company statements and helped perform research with upper management within the accounting department to solve issues
-re-organized company's financial statements from the past ten years in order to ensure future issues regarding audit would not re-surface with previous issues from past clients