I make things better by using data and empathy. Currently, I'm the Head of Special Projects at My Financial Counsel (Seed Stage Fintech), wearing multiple hats as a product manager, marketing officer, and operations director. With 9+ years in financial services, I've delivered value for companies by applying analytical discipline, listening to the end-user, team collaboration, and keeping an open mind.Skills and Competencies: Process Improvement, Product Development, User Research, Agile Methodologies, Project Management, Lean Six Sigma Methodologies, Reporting & Data Analytics.
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Product ManagerMassmutualNew York, Ny, Us -
Product ManagerHaven Technologies May 2021 - PresentNew York, New York, United States -
Head Of Special ProjectsMy Financial Counsel Mar 2020 - Feb 2021New YorkDrove end-to-end product life cycle of two C2C marketplace MVPs, including market/competitive research, solution design, testing, and hypothesis validation.Ran the company's marketing efforts as well as business operations. -
Project ManagerMorgan Stanley Jan 2019 - Mar 2020New York, United StatesImplement several cost-saving and risk-mitigating projects in collaboration with operations, customer service, IT, and legal teams. -
Business ManagerMorgan Stanley Oct 2017 - Jan 2019New York, New YorkProvided executive-level reporting and budget forecasts of the private banking operations team. Worked with senior managers to optimize staffing needs based on resource constraints and organizational demand. -
Director, Business Analytics & ReportingAig Oct 2016 - Sep 2017Greater New York City AreaProvided executive-level reporting on expenditure trends and metrics. Engaged in special projects including new insurance product development, financial valuation of an equity carve-out, operating budget creation, and conducting training sessions for company employees on technical topicsSupported the software development cycle of several projects by gathering business requirements, creating data visualization mock-ups, and identifying data quality issues -
Senior Business AnalystAig Aug 2013 - Sep 2016Greater New York City AreaTranslated statistical analysis of expense data into actionable business insights such as evaluating the ROI of different cost savings initiativesIncreased the reporting accuracy and turnaround time of the team by identifying and resolving data quality issues and process bottlenecks -
Fixed Income AnalystNan Shan Life Insurance Co., Ltd Mar 2012 - Jul 2013Taipei, TaiwanWorked on a 7 person team managing a USD $20+ billion corporate credit portfolio investing in international investment-grade corporate debt. -
Business Development Intern3M Jun 2011 - Nov 2011Minnesota, UsaSupported the corporate development deal team in evaluating several middle-market targets in the advanced materials sector and developed the division's Asia Pacific investment thesis in order to augment strategic growth initiatives -
InternRuentex Development Jun 2008 - Jul 2008Taipei, TaiwanSupported the corporate finance team in securing working capital loans from banks.
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InternRuentex Engineering & Construction Co., Ltd. Jun 2007 - Aug 2007Taipei, TaiwanImplemented Lean methodologies at several worksites and assisted the project management team in providing direct weekly reports and presentations to the CEO. -
InternRuentex Engineering & Construction Co., Ltd. Jul 2006 - Aug 2006Taipei, TaiwanWorked with project managers to integrate an enterprise risk management system at multiple work sites.
Alan Y. Education Details
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International Relations, Business Administration
Frequently Asked Questions about Alan Y.
What company does Alan Y. work for?
Alan Y. works for Massmutual
What is Alan Y.'s role at the current company?
Alan Y.'s current role is Product Manager.
What schools did Alan Y. attend?
Alan Y. attended American University - Kogod School Of Business, American University, St. Paul Academy And Summit School, Shanghai American School.
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