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Brian Lee

Brian Lee

Data Room Assistant

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location of Brian LeeDallas, Texas, United States

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  • Timeline

  • About me

    Credit Discounter at American Honda Finance Corporation

  • Education

    • Jesuit College Preparatory of Dallas

      2007 - 2011

      Activities and Societies: National Honors Society, Library Club, Diversity Club, Asian Awareness Club, Football, Power-lifting, Shot-Put & Discus, As a Jesuit student, I strove to be its motto "Men for Others," putting others before myself. Majority of my time at Jesuit consisted of volunteer work. Most of my 250+ community service hours consisted of being a mentor to Korean special need individuals and 7th graders at St. Elizabeth of Hungary Catholic High School: while still pursuing and excelling in my academic and athletic goals. I exposed myself to new challenges such as football, power lifting, shot-put, and discus as well as AP and… Show more As a Jesuit student, I strove to be its motto "Men for Others," putting others before myself. Majority of my time at Jesuit consisted of volunteer work. Most of my 250+ community service hours consisted of being a mentor to Korean special need individuals and 7th graders at St. Elizabeth of Hungary Catholic High School: while still pursuing and excelling in my academic and athletic goals. I exposed myself to new challenges such as football, power lifting, shot-put, and discus as well as AP and Honor courses. Show less

    • Trinity University

      2011 - 2015
      Bachelor of Science (BS) Business Administration Concentration in Marketing

      I was a member of Alpha Kappa Psi (National Professional Business Fraternity). I critiqued potential new members' interviews, resumes, and business model skills. As a 2 time Fundraising Chair, I managed 2 big events with a team of 7 at California Pizza Kitchen (raised $1235) and Chipotle (raised $1300). Later I became the VP of Ops, managing the Fundraising, Social, and Service Chairs. In addition to AKPsi, I was involved in Momentum, which is Trinity's biggest student lead dance event, as a… Show more I was a member of Alpha Kappa Psi (National Professional Business Fraternity). I critiqued potential new members' interviews, resumes, and business model skills. As a 2 time Fundraising Chair, I managed 2 big events with a team of 7 at California Pizza Kitchen (raised $1235) and Chipotle (raised $1300). Later I became the VP of Ops, managing the Fundraising, Social, and Service Chairs. In addition to AKPsi, I was involved in Momentum, which is Trinity's biggest student lead dance event, as a Co-Exec Producer, Co-Producer, and Choreographer. As a producer, I supervised 15 choreographers a long w/ 70+ dancers. I was also primarily responsible for the show's marketing and reservations. And lastly, I was member of Loon-E Crew. Along with the help of 2 other captains, we coordinated the crew's 5th annual show and implemented constructive and engaging practices every Wednesdays and Sundays. And every semester as a Choreographer, I instructed at least 2 hip hop routines to a group of 18. Show less

    • Shanghai Jiao Tong University

      2014 - 2014

      An 8 week long specialized summer program for at Jiao Tong University, led by Trinity University's Faculty. Exchanged ideas with the Jiao Tong students through various class debates and discussions about the pros and cons of the Chinese government and policies from the American and Chinese perspectives. Additionally I was exposed to the Chinese culture through various activities such as attending a dumpling cooking class, singing karoake, and traveling to the outskirts of HangZhou on a high… Show more An 8 week long specialized summer program for at Jiao Tong University, led by Trinity University's Faculty. Exchanged ideas with the Jiao Tong students through various class debates and discussions about the pros and cons of the Chinese government and policies from the American and Chinese perspectives. Additionally I was exposed to the Chinese culture through various activities such as attending a dumpling cooking class, singing karoake, and traveling to the outskirts of HangZhou on a high speed train with the Jiao Tong students. Show less

  • Experience

    • Trinity University's Admission Data Room

      Aug 2011 - Dec 2012
      Data Room Assistant

      -Computed and filed a minimum of 50 high school applicants' information on a daily basis using an extensive organizing procedure-Trained new Data Room Assistants, covering all aspects of the Data Room's responsibilities-Secured packages containing information about the university for incoming and potential future students

    • Trinity University's School of Business Office

      Jan 2013 - May 2013
      Secretary Assistant

      -Engaged with the business professors in assisting them in fulfilling their daily tasks-Confidentially managed and carefully updated business students’ personal information using Microsoft Excel-Collaborated with the secretary staff in organizing the school’s design, pamphlets, and booklets

    • PSD Group

      May 2014 - Jun 2014
      PSD Luxury, Wine&Spirits Talent Agent

      -Conducted extensive interviews for Retail Director resulting in 3 new manager hires resulting in immediate performance increase for our clients-Established an extensive Excel spreadsheet of potential future hires for the Retail and Spirits dept’s clients-Collaborated with the Culinary Director in acquiring a substitute head chef for Lotus Land restaurant with a deadline of 3 weeks

    • 24 Hour Fitness

      Jan 2016 - Apr 2016
      Service Representative

      -Increased demand (particularly the Oh Yeah One Bars and OP Gold Standard Protein by 10%) by familiarizing each products’ nutritional info. and tasting as many products and relaying the information by word of mouth to each members to solve their needs & wants-Created a more positive environment for members by building a personal relationship on a first name basis-Solved members’ and guests’ physical issues by hearing their needs and directing them to the right trainers’ expertise-Directed and maintained a smooth traffic flow by greeting, checking in, registering, and servicing in a prioritized methodical manner-Assisted Club Manager, Sales Dept., and Trainers in selling memberships and training sessions to the general Korean community by translating in Korean-Utilized Customer Relationship Management and Guest Relationship Management systems to relay new potential members’ and existing members’ wants and needs to the Sales and Personal training Department Show less

    • American Honda Finance Corporation

      Apr 2016 - Nov 2016
      Credit Discounter

      -Served as a primary liason with 30+ Honda dealerships across 4 different regions (TX, AZ, NM, LA) and Head Office by consistently solving their lease or retail contracts needs and wants in a timely manner-Increased weekly funding numbers (1000 to 1900 in 3 months) in creating a faster funding method with 7 team members for Corporate Office-Analyzed funding department’s statistics to present weekly to Regional Director and rest of Honda’s departments to notify any areas of improvement and or success-Mentored a team of 10+ new incoming funders Show less

    • 24 Hour Fitness

      Nov 2016 - Jun 2018
      Operation Manager

      -Managed a 20+ person team consisting of Lead Service Representatives, Service Representatives, Kid’s Club Attendants, and Group X Instructors-Ranked Top 3 in DFW district every month in retail and supplement sale goals by periodically evaluating team's monthly performances; catering to their weaknesses and continuously improving their strengths-Developed and trained 2 Lead Service Representatives and 13 Service Representatives to ensure continual leadership development and growth-Audited Banking and IMU reports to confirm all reported numbers are aligned and to verify all membership dues have been collected-Obtained exposure to General Manager(s) responsibilities by filling in during times of their vacancies ensuring continuous wellness of overall gym-Improved staff’s turnover rate by creating fair expectations and safe/synergistic environment by coordinating monthly social events Show less

    • DONUT PALACE

      Aug 2018 - Jul 2019
      Director of Marketing/Director of Operations/Baker

      -Forecasted daily ingredient usage based on previous years’ ingredient usage and p&l statements to increase net profits by decreasing the quantity of certain ingredient usage on a daily basis-Surged traffic flow by implementing “Little Kingdom Art Gallery,” and “Royal Families Album,” displaying children’s drawings and neighborhood families’ pictures on the wall-Digitalized store’s past 5 years’ data into Microsoft Excel to assist owners in better understanding and visualizing data/trends to promote more profitability-Implemented marketing and promotional strategies utilizing Instagram and Facebook to increase traffic flow-Increased seasonal holiday sales by introducing holiday themed donuts to cater to students’ and children’s needs-Executed and managed daily production of 200+ donuts and kolaches Show less

    • American Income Life Insurance Company

      Jul 2019 - Jan 2021
      Agent Manager

      -Managed a 10+ person cross-functional team including training and recruiting strategies resulting an increase in team’s performance and lower turnover rateCollaborated with external vendors to recruit and implement growth strategies in struggling and untapped territories in Texas (Midland, Odessa, Tyler, San Antonio, Austin, & Lubbock); which increased AO Division’s revenue by 15%-Managed over 500+ customer relationships by revising or upgrading active policies to cater to client situational needs, while servicing new clients; resulting in a 90% retention rate-Co-led quarterly zoom meetings with entire American Income Life Alpha Omega division (900+ agents) to ensure continuous development of current and new incoming leadership roles and promoting growth in customer relationships-Led team’s highest achievement of placing 3rd place in entire agency back-to-back months Show less

    • Glazed Kolaches & Donuts

      Jan 2021 - now
      Director of Operations/Baker

      -Forecast daily ingredient usage based off previous years’ ingredient usage and p&l statements to increase net profits by decreasing the quantity of certain donuts on a daily basis-Digitalize store’s past 5 years’ data into Microsoft Excel to assist owners in better understanding and visualizing data/trends to promote better overall growth -Introduce new concept donuts (Happy Birthday themed Donuts and Fruity Pebble White Icing) and specialty kolaches (Pepperoni Mozzarella) and new beverages (PJ Mask, Marvel, and Disney themed Juices) to provide more variety to increase demand -Implement more effective and efficient operational systems to shorten labor time and maximize productivity-Execute and manage daily production of 250+ donuts and kolaches Show less

  • Licenses & Certifications

    • NCSF PERSONAL TRAINER

      Mar 2016

  • Honors & Awards

    • Awarded to Brian Lee
      President's Scholarship Trinity University Aug 2011 Awarded for outstanding academic achievement (Aug. 2011 - May 2015)