Talk to sales Try for Free

CJ Kung

Lattice Wealth Management Group Inc

Connect with CJ Kung to Send Message

Connect with CJ Kung to Send Message

Timeline
About me
J.D. Candidate at USF School of Law
Education
- Lowell High School
  2016 - 2019
  High School Diploma
  Activities and Societies: Varsity Basketball, Advanced Choir
- University of San Francisco School of Law
  2023 - 2026
  Doctor of Law - JD
  Activities and Societies: Privacy Law Association, 1L Representative Sports and Entertainment Law Association, 1L Representative Asian Pacific American Law Student Association, 1L Representative
- San Jose State University
  2019 - 2023
  Bachelor of Business Administration - BBA, Minor in Legal Studies Finance, Legal Studies
  Activities and Societies: Deans Scholar Alpha Kappa Psi
Experience
- Alpha Kappa Psi
  May 2020 - May 2022
  Designed and taught a semester long program to educate new members become business leaders. Program included modules such as professional development and etiquette, philanthropy, setting professional goals, and how to be a servant leader. Provided resources and speaker events for a Chapter of 40+ individuals to attend to help further their professional skills and development
  - New Member Education Program Director
    Dec 2021 - May 2022
  - Secretary
    Nov 2020 - Dec 2021
  - Professionalism Director
    May 2020 - Nov 2020
- Andersen
  Jun 2022 - Aug 2022
  Alternative Investment Funds Tax Intern
- Lattice Wealth Management Group Inc
  Dec 2022 - now
  Portfolio Management Research Intern
  Researching methods and designing Continuing Education courses for individuals to build their own client bond portfolios, in works of assisting in writing a book focusing on wealth management and how to manage your own bond portfolio.
Licenses & Certifications
- Emergency Oxygen
  AMERICAN SAFETY AND HEALTH INSTITUTE
  Jun 2019
- Basic Life Support (BLS)
  AMERICAN HEALTH & SAFETY TRAINING, INC.
  Jun 2019
- Basic First Aid
  AMERICAN HEALTH & SAFETY TRAINING, INC.
  Jun 2019
Honors & Awards
- Awarded to CJ Kung
  Outstanding Investment Research CFA Society of San Francisco Feb 2021 I was recently given the opportunity to participate in the CFA Institute Research Challenge of Northern California with two other teammates. We were able to curate a financial report and demonstrate our analytical, report writing, research, and valuation skills. We were also given mentors within the Society to guide us throughout the 4 month process. I am so grateful to have been given this opportunity and been able to participate in this competition that has furthered my financial valuation… Show more I was recently given the opportunity to participate in the CFA Institute Research Challenge of Northern California with two other teammates. We were able to curate a financial report and demonstrate our analytical, report writing, research, and valuation skills. We were also given mentors within the Society to guide us throughout the 4 month process. I am so grateful to have been given this opportunity and been able to participate in this competition that has furthered my financial valuation skills! Show less

Recommendations
...