Mi Lee

Experience

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  L.A. Motors

  Jun 2010 - Dec 2011

  Finance Manager

  - Assisted customers in securing auto loans by working directly with the auto lenders- Consulted and sold finance & insurance warranties to customers- Prepared credit applications and conducted credit interviews- Educated administrative personnel on how to assemble funding packages - Prepared monthly P&L statement

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  Bhfc Financial Svc

  Mar 2012 - Apr 2018

  Area Sales Manager/ Credit Underwriter

  - Examined eligibility for auto loans based on the company's lending guidelines by reviewing credit applications and conducting interviews with prospective clients- Developed presentations and proposals for dealership management at all levels- Developed and maintained quality relationships with auto dealers- Served as a liaison between auto dealerships and the company for funding, title, and buybacks- Expanded a market share in Colorado by signing up dealerships through referrals and cold calling Show less

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  Auto Dealer Solutions

  Apr 2018 - Feb 2020

  Area Sales Manager

  - Assisted auto dealerships in establishing new reinsurance structures for their auto warranties- Generated sales through face-to-face presentations focusing on win-win strategies - Developed relationships with prospective and existing clients- Supported existing auto dealerships with warranty claims

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  Charles Schwab

  Mar 2020 - May 2022

  Stockbroker - Schwab Trading Services

  - Assisted clients in executing complex trades such as multi-leg options and long/short equity trading in a fast-paced environment.- Provided prompt resolution to complex trading and account issues- Assisted the manager with the training of a new team member- Assumed the role of a cryptocurrency and technical analysis subject matter expert (SME)- Mentored and provided emotional support to mentees

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  Liberfield Capital

  May 2022 - Jul 2022

  Hedge Fund Analyst/Trader

  - Performed research to identify a long-term investment opportunity in the global market- Analyzed current trends and identified trading opportunities based on fundamental and technical analysis- Contributed to creating alpha through hedge equity-driven investment strategies using derivatives, futures, and long/short pairs trading approaches- Conducted equity research to make recommendations for longs and shorts based on valuation and catalysts- Delivered stock pitch presentations both orally and in writing to the Portfolio Manager Show less

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  Liberfield Capital

  Sept 2022 - Dec 2022

  Assistant Analyst