William Lee
New Carlisle
Summary
Proactive and adaptable educator with a strong foundation in mentorship, coaching, and financial analysis. Over a decade of experience teaching and guiding youth, especially in underserved communities. Skilled in delivering engaging, project-based lessons, fostering teamwork, and integrating technology to create meaningful learning environments. Committed to equity, student growth, and reflective teaching practices.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Financial Analyst
Great White Financial
01.2019 - Current
- Translated complex financial concepts into relatable terms
- Led collaborative analysis projects
- Provided peer coaching and development
Financial Planning Consultant
Beat Your Ads Marketing
01.2019 - Current
- Created accessible visual data presentations
- Facilitated collaborative financial planning sessions
Director & Head Coach
Kairos Athletics
01.2015 - Current
- Founded and led a youth athletics program supporting inner-city students
- Taught life skills and resilience through structured sports education
- Designed after-school curriculum focused on growth and discipline
- Collaborated with parents, educators, and community leaders
- Mentored dozens of youth toward high school graduation and college readiness
Budget Analyst
Nature First Logistics
01.2018 - 01.2023
- Presented forecasts across departments
- Supported stakeholder communication, echoing teacher-parent coordination
Quantitative Trader
The Chicago Board of Trade
01.2002 - 01.2019
- Analyzed financial markets and executed high-volume trades in real time
- Developed and tested quantitative trading strategies
- Interpreted macroeconomic data and market trends to inform decisions
- Maintained risk management and compliance standards in high-stakes environments
Education
Bachelor of Science - Finance
Radford University
Radford, VA01.2000
Skills
- Curriculum Development
- Mentorship & Youth Development
- Student Assessment & Monitoring
- Technology in the Classroom
- Data modeling
- Applied mathematics
- Quantitative research
- Algorithm development
- Student mentoring
- Mathematical concepts
- Strategic financial planning
- Derivatives trading
- Financial advisory
Certification
- Indiana State Teaching Certification, In Progress
- CPR Certification, Certified
Additional Highlights
- 10+ years mentoring youth in underserved communities
- Strong foundation in reflective teaching and teamwork
- Actively integrates tech into classroom environments
Timeline
Financial Analyst
Great White Financial
01.2019 - Current
Financial Planning Consultant
Beat Your Ads Marketing
01.2019 - Current
Budget Analyst
Nature First Logistics
01.2018 - 01.2023
Director & Head Coach
Kairos Athletics
01.2015 - Current
Quantitative Trader
The Chicago Board of Trade
01.2002 - 01.2019
Bachelor of Science - Finance
Radford University
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