My name is JP Lee, and I’m the youngest member of the team here at DWA Money Management.
John, Andy and Mike have dominated the serious posts so far. I won’t try to compete with them in the data analysis department; instead, I’ll bring a little humanity to the equation. Some soul, if you will. So here goes.
One of the first questions that you ask somebody when you get to know them is, “What do you do for a living?” Depending on who’s asking, I say a number of things.
I’m an assistant at a money management firm.
You know what stocks are, right? I work with stocks.
I work in Pasadena….in an office building.
I stuff envelopes for a living.
Once in a blue moon I’ll meet someone who follows the market or is an investor (I’m 25 years old, I don’t hang out in the Chairman’s Club). It’s always funny to me when people give me their opinions on this stock or that stock, or a brief rundown on what the economy “really” needs to get going again. Rants about corporate greed, the housing market and the next Great Depression, lifted straight out of Newsweek and Time. It’s fun to smile and nod along with market mavens.
At the end of the day, I wear a lot of hats. I answer the phone, send out new client welcome packets, reconcile monthly account statements, and help organize quarterly statements and billing. Every once in a while I might liquidate a new account’s holdings and get the cash ready to invest in the DWA strategy. There’s a lot going on in the office, and there’s only 5 people here. It’s fun and exciting.
As the only member of Generation Y in the office, I consider myself lucky to be here. Just today I saw a headline about college graduates in 2009 that showed that LESS THAN 20% of those who graduate this year will be employed. That’s a scary number.
Stuffing envelopes never sounded so fun. I love this job!