Pamela G. Yang, Cfa, Cpa, Cgma
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Pamela G. Yang, Cfa, Cpa, Cgma Email & Phone Number

Chief Financial Officer at Social Finance
Location: Boston, Massachusetts, United States 6 work roles 5 schools
1 work email found @bulfinch.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@bulfinch.com
LinkedIn Profile matched
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Current company
Role
Chief Financial Officer
Location
Boston, Massachusetts, United States

Who is Pamela G. Yang, Cfa, Cpa, Cgma? Overview

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Quick answer

Pamela G. Yang, Cfa, Cpa, Cgma is listed as Chief Financial Officer at Social Finance, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at bulfinch.com and a matched LinkedIn profile for Pamela G. Yang, Cfa, Cpa, Cgma.

Pamela G. Yang, Cfa, Cpa, Cgma previously worked as Managing Director, Chief Operating Officer (and Chief Investment Officer of Family Office) at Bulfinch and Board of Governors at Cfa Institute. Pamela G. Yang, Cfa, Cpa, Cgma holds Mba / Ms, Accounting And Management from D'Amore-Mckim School Of Business At Northeastern University.

Company email context

Email format at Social Finance

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*@bulfinch.com
68% confidence

AeroLeads found 1 current-domain work email signal for Pamela G. Yang, Cfa, Cpa, Cgma. Compare company email patterns before reaching out.

Profile bio

About Pamela G. Yang, Cfa, Cpa, Cgma

Qualified financial expert and thought leader in investment management, operation, P&L generation and commercial real estate. Hands-on visionary executive known for strong analytical and creative problem solving abilities. Extensive experience in mutual fund audit, financial and risk management, serving as independent trustee with fiduciary responsibilities. Change agent in navigating complicated operational issues and building and leading highly functional teams. Board experience including chairing audit committee and serving on investment committee.

Listed skills include Asset Management, Investment Management, Asset Allocation, Portfolio Management, and 19 others.

Current workplace

Pamela G. Yang, Cfa, Cpa, Cgma's current company

Company context helps verify the profile and gives searchers a useful next step.

Social Finance
Social Finance
Chief Financial Officer
Boston, MA, US
AeroLeads page
6 roles · 30 years

Pamela G. Yang, Cfa, Cpa, Cgma work experience

A career timeline built from the work history available for this profile.

Managing Director, Chief Operating Officer (And Chief Investment Officer Of Family Office)

Current

Boston, Massachusetts, US

Guide daily operations via oversight of all operating aspects including financial reporting, property management, asset management, HR, IT and marketing functions. Close collaboration with the ownership. Key decision maker in corporate strategic planning. In addition, serve as the Chief Investment Officer of the single family office.

Jan 2021 - Present

Board Of Governors

Current

Charlottesville, VA, US

Chair of Audit and Finance Committee

Sep 2023 - Present

Managing Director, Head Of Charitable Asset Management

Boston, MA, US

Member of SSGA Senior Leadership Team. Head of the group that managed endowment and charitable assets for SSGA's non-profit clients. Provided leadership to the teams that focus on asset management and stewardship, client relationship, business development, tax, operation and administration for non-profit clients.

2018 - 2021 ~3 yrs

Senior Vice President - Head Of Trust Investment And Operation

US

Oversaw the investment and administration of the charitable assets for Harvard University. Provided leadership to four teams: Investment, Donor Relations, Accounting and Tax. Served as the fiduciary for both Harvard University and its prominent donors/beneficiaries. Oversaw and performed due diligence on investment of Harvard University Employees pension.

2000 - 2018 ~18 yrs

Business Assurance

GB

Auditor of Fidelity Investments, Putnam Investment, Manulife, Harvard Management Company, Digital Equipment Corp. Promoted to Senior Associate within 13 months of joining the firm.

1996 - 2000 ~4 yrs
5 education records

Pamela G. Yang, Cfa, Cpa, Cgma education

Mba / Ms, Accounting And Management

D'Amore-Mckim School Of Business At Northeastern University

Ph.D Candidate, French Literature

New York University

Ma, French Literature

University Of Cincinnati

Ba, French

Beijing Foreign Studies University

Leadership Development Certificate

Harvard University
FAQ

Frequently asked questions about Pamela G. Yang, Cfa, Cpa, Cgma

Quick answers generated from the profile data available on this page.

What company does Pamela G. Yang, Cfa, Cpa, Cgma work for?

Pamela G. Yang, Cfa, Cpa, Cgma works for Social Finance.

What is Pamela G. Yang, Cfa, Cpa, Cgma's role at Social Finance?

Pamela G. Yang, Cfa, Cpa, Cgma is listed as Chief Financial Officer at Social Finance.

What is Pamela G. Yang, Cfa, Cpa, Cgma's email address?

AeroLeads has found 1 work email signal at @bulfinch.com for Pamela G. Yang, Cfa, Cpa, Cgma at Social Finance.

Where is Pamela G. Yang, Cfa, Cpa, Cgma based?

Pamela G. Yang, Cfa, Cpa, Cgma is based in Boston, Massachusetts, United States while working with Social Finance.

What companies has Pamela G. Yang, Cfa, Cpa, Cgma worked for?

Pamela G. Yang, Cfa, Cpa, Cgma has worked for Social Finance, Bulfinch, Cfa Institute, State Street Global Advisors, and Harvard Management Company.

How can I contact Pamela G. Yang, Cfa, Cpa, Cgma?

You can use AeroLeads to view verified contact signals for Pamela G. Yang, Cfa, Cpa, Cgma at Social Finance, including work email, phone, and LinkedIn data when available.

What schools did Pamela G. Yang, Cfa, Cpa, Cgma attend?

Pamela G. Yang, Cfa, Cpa, Cgma holds Mba / Ms, Accounting And Management from D'Amore-Mckim School Of Business At Northeastern University.

What skills is Pamela G. Yang, Cfa, Cpa, Cgma known for?

Pamela G. Yang, Cfa, Cpa, Cgma is listed with skills including Asset Management, Investment Management, Asset Allocation, Portfolio Management, Financial Analysis, Due Diligence, Investment Strategies, and Equity Research.

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