Profil
Jonathan Jongmin Lee is the founder of DSCI LLC (founded in 2001), B2Binternet, Inc. (founded in 2000), and Opes Advisors, Inc. (founded in 2004).
He held the title of Chairman at B2Binternet, Inc. and Executive Chairman & President at Opes Advisors, Inc. Mr. Lee is also the founder of Corio, Inc., Cendo Group LLC.
Mr. Lee's current jobs include Chairman positions at Opes Co., Ltd., KalioTek, Pertria, Inc., and YourBlinds, Inc.Mr. Lee's former jobs include Chief Executive Officer at Kalio, Inc. (2011-2012) and Executive Chairman at KalioCommerce, Inc. .
Mr. Lee's education history includes an undergraduate degree from the University of California, Berkeley and the University of San Francisco.
Postes actifs de Jonathan Jongmin Lee
| Sociétés | Poste | Début |
|---|---|---|
Cendo Group LLC
Cendo Group LLC Financial ConglomeratesFinance Provides management advisory and investment services | Fondateur | 19/05/2011 |
KalioTek
KalioTek Information Technology ServicesTechnology Services Provides managed IT services | Président | 31/12/2009 |
Opes Co., Ltd. /South Korea/
Opes Co., Ltd. /South Korea/ Telecommunications EquipmentElectronic Technology Manufacture headset telephones | Président | 31/12/2009 |
Pertria, Inc.
Pertria, Inc. Real Estate DevelopmentFinance Provides residential and investment real estate sales, property management, strategy & consulting services | Président | 31/12/2009 |
YourBlinds, Inc. | Président | 31/12/2009 |
Anciens postes connus de Jonathan Jongmin Lee
| Sociétés | Poste | Fin |
|---|---|---|
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Fondateur | 08/06/2017 |
Kalio, Inc.
Kalio, Inc. Packaged SoftwareTechnology Services Develops e-commerce software solutions | Directeur Général | 01/08/2012 |
DSCI LLC
DSCI LLC Specialty TelecommunicationsCommunications Provides communications solutions | Fondateur | - |
Corio, Inc.
Corio, Inc. Information Technology ServicesTechnology Services Develops enterprise software solutions | Fondateur | - |
| ░░░░░░░░░░░░ ░░░░ | ░░░░░░░░░ | - |
Formation de Jonathan Jongmin Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Corio, Inc.
Corio, Inc. Information Technology ServicesTechnology Services Develops enterprise software solutions | Technology Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Opes Co., Ltd. /South Korea/
Opes Co., Ltd. /South Korea/ Telecommunications EquipmentElectronic Technology Manufacture headset telephones | Electronic Technology |
KalioCommerce, Inc.
KalioCommerce, Inc. Internet Software/ServicesTechnology Services Provides e-commerce and marketing services for catalog retailers | Technology Services |
DSCI LLC
DSCI LLC Specialty TelecommunicationsCommunications Provides communications solutions | Communications |
B2Binternet, Inc.
B2Binternet, Inc. Packaged SoftwareTechnology Services Offers electronic business applications | Technology Services |
Cendo Group LLC
Cendo Group LLC Financial ConglomeratesFinance Provides management advisory and investment services | Finance |
KalioTek
KalioTek Information Technology ServicesTechnology Services Provides managed IT services | Technology Services |
Pertria, Inc.
Pertria, Inc. Real Estate DevelopmentFinance Provides residential and investment real estate sales, property management, strategy & consulting services | Finance |
YourBlinds, Inc. | |
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Finance |
Kalio, Inc.
Kalio, Inc. Packaged SoftwareTechnology Services Develops e-commerce software solutions | Technology Services |
















