Judy Lee
Bachelor of Science from California Polytechnic State University (2005), Portfolio Advisor at SVB Asset Management (07-09), Part time fashion stylist, Active participant of IAN Research, Volunteer at Girls Inc.
| Headline: | Entrepreneur |
| Website: | http://www.bathingbuddies.com |
| Skills: | Business, Design, Human-Computer Interaction, Languages, Leadership, Management, Public Relations |
| Location: | San Francisco, CA |
| Groups: | Girls In Tech (GIT), Women 2.0 |
| Interested in: | Helping friends, Meeting new people, Professional opportunities |
| Schools: | California Polytechnic State University, San Luis Obispo |
WORK EXPERIENCE
| Employer: | Girls Inc. |
| Position: | Volunteer |
| Employer: | SVB Asset Management |
| Position: | Portfolio Advisor |
| Time period: | January 2007 - December 2009 |
| Description: | Managing more than 80 client relationships/accounts in the startup technology sector.
Develop investment strategies consistent with clients’ business models and board mandates. Partner with Chief Investment Officer to execute strategies for portfolio accounts and monitor adherence of portfolio strategies. Initiate written and verbal communication to clients regarding any changes and/or update to the clients portfolio and the tech space (e.g. industry updates in the technology sector, investment downgrades, strategy recommendations, guideline changes). Connect clients with the bank’s affiliates (e.g. SVB Capital if they are looking for strategic investors). Conduct detailed analysis and communicate to clients product offerings, investment opportunities, current economic environment. Coordinate with internal bank teams to ensure that all processes are running smoothly and identify opportunities for improvement (e.g. Marketing, IT, Compliance, Operations,, etc). Research and identify sales opportunities (support the sales team). |
| Employer: | SVB - Silicon Valley Bank |
| Position: | Associate |
| Time period: | January 2005 - December 2007 |
| Description: | Assisted Relationship and Sales Origination Teams in expanding debt relationships to early-and mid-stage.
companies in the Silicon Valley. Contribute to the evaluation of early stage pre-revenue software companies for venture debt. Assisted in negotiation of term sheets for venture debt facilities. Manage performance of a portfolio of more than 100 accounts, including financial analysis and forecasting. Conduct extensive due diligence with various venture capitalists and entrepreneurs. Prepare and deliver presentations regarding deal opportunities and portfolio activity. |
| Employer: | Metro One Telecommunications |
| Position: | Lead |
| Time period: | January 2000 - December 2003 |
| Description: | Maintained and trained peers for support, increasing efficiency in customer service rating.
Analyzed call center trends in order to improve efficiency. |
| Employer: | Merrill Lynch |
| Position: | Marketing Client Coordinator |
| Time period: | December 2005 |
| Description: | Developed marketing campaigns for potential clients.
Conduct client info sessions and build relationships. |
| Employer: | UBS |
| Position: | Intern |
| Time period: | December 2004 |
| Description: | Assisted senior financial advisors in conducting and organizing seminars.
Create marketing strategies. |
EDUCATION
| University: | California Polytechnic State University, San Luis Obispo |
| Time period: | 2001 - 2005 |
| Degree: | Business Administration, BSc |
Judy is Following (4)
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Blurb
Blurb is a startup that allows anyone to create customized books (as in, a real, tangible book that you can hold)
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VideoEgg, Inc.
VideoEgg is the pioneering video ad network for online communities. We connect brands to consumers with video and rich media across a network of leading video and gaming sites, social networks and applications.
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Eventbrite
Eventbrite is the world’s largest, fastest growing social commerce company. We empower anyone to have successful events of any type or size by providing an easy way to manage, promote and sell out the event.
