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Eric Kim
Investment Banking - Business Plans
Professional Background
Eric H. Kim is a seasoned finance professional with an extensive background in technology investment banking, private equity, and entrepreneurship. Currently, he serves as the Managing Partner at Lumos Partners, where he leverages over two decades of experience in financial strategy, investment management, and advisory services. His impressive career is marked by a strong focus on driving growth and innovation in the technology sector.
Before founding Lumos Partners, Eric demonstrated his entrepreneurial spirit as the Founder and Managing Partner at PlanIt Business, where he successfully guided startups and emerging technology companies through various stages of growth and financing. This role showcased his ability to merge financial acumen with a keen understanding of market dynamics, ultimately leading to successful business outcomes for his clients.
Eric's career includes notable positions such as Chief Financial Officer and Co-Founder at Alternatives Direct, where he played a pivotal role in establishing financial frameworks that supported the company's strategic objectives. Additionally, he contributed as the Chief Financial Officer at Privity, further refining his expertise in managing financial operations in dynamic business environments.
His tenure at Bank of America Merrill Lynch as Vice President of Technology Investment Banking solidified his reputation in the finance sector. There, he was responsible for managing large-scale investments and advising high-profile clients on various financial transactions. Similarly, his experience as a Finance Manager at Google enabled him to develop insights into one of the world's most innovative corporations.
Eric’s expertise extends beyond finance, having also served as Vice President of Technology Investment Banking at Banc of America Securities and contributed significantly to financial planning, analysis, and strategy at Digital Insight, a division of Intuit Inc. In his earlier career, he gained valuable experience as a Private Equity and Venture Capital Associate at Dresdner Kleinwort Capital and as a Business Consultant at Arthur Andersen Business Consulting, where he honed his analytical skills and strategic thinking.
Education and Achievements
Eric H. Kim possesses a strong educational foundation that complements his professional experience. He earned a Master of Business Administration (MBA) in Finance from The Wharton School, a global leader in business education. This prestigious program provided Eric with a robust framework in financial principles and management strategies, which he has effectively applied throughout his career.
Additionally, Eric holds a Bachelor of Science (B.S.) in Management from the University of California, Berkeley, Haas School of Business. This formative experience furthered his understanding of business management and entrepreneurship, equipping him to tackle the nuanced challenges faced by today’s businesses.
To enhance his entrepreneurial skills, Eric also completed a Certificate in Entrepreneurship Essentials at Harvard Business School Online. This program has been instrumental in fostering his innovative mindset and approach to business development, underpinning his passion for supporting entrepreneurship and new ventures.
Achievements
Eric's career is marked by numerous achievements that demonstrate his exceptional capabilities within the finance and technology sectors. As a Managing Partner at Lumos Partners, he not only leads strategic initiatives but also mentors the next generation of business leaders and entrepreneurs.
Under his leadership, Lumos Partners has earned recognition for its unique approach to investment and business strategy. His work at PlanIt Business has also been instrumental in driving success for several startups, positioning them for substantial growth and successful market entry.
Eric's contributions to the financial services industry are underscored by his roles at major financial institutions. His work at Bank of America Merrill Lynch and Google illustrates a capacity to navigate complex financial ecosystems and foster relationships with key stakeholders. Furthermore, his insights derived from his tenure in private equity and venture capital have enabled him to recognize investment opportunities that drive innovation and boost economic growth.
With a strong commitment to excellence and a track record of building successful teams, Eric H. Kim continues to be a leading figure in finance, technology investments, and entrepreneurship. His unique blend of practical experience and academic prowess positions him as a key contributor to the ever-evolving landscape of business finance.