Angela Wang, Cfa, Caia Email and Phone Number
Angela Wang, Cfa, Caia work email
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Angela Wang, Cfa, Caia personal email
Angela Wang, Cfa, Caia phone numbers
Having great enthusiasm and strong-desire in financial advisory and investment. Over 15 years industry experience in business and strategic consulting and investment advisory. Proficient in funds analysis, portfolio construction and asset allocation. Highly efficient and performance-oriented. Patient, persistent and focus on the career and life goal. Quick learner, performance oriented and enthusiastic for challenge and networking.Specialties: Personal Finance, Business Finance, Retirement Plans Advice, ETFs and Mutual Funds Due Diligence, Portfolio Construction, Asset Allocation, Risk Management, Alternative Investment, Glide Path DesignProficient in several softwares/tools related to asset managers analytics, asset allocation, risk management, factors analysis, financial projections
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Founder & CioEn+ Wealth Llc Oct 2023 - PresentEN+ Wealth is B2C financial platform meticulously designed to meet the financial advisory service needs of underserved communities, including young and emerging families, immigrants residing in the United States and small and growing businesses. Leveraging the capabilities of artificial intelligence and a diversity of financial resources, EN+ Wealth empowers individuals, families and businesses to access a carefully curated and personalized array of financial advisory services and resources through its platform.EN+ redefines wealth beyond the conventional and widely understood concept. In our unique perspective, wealth encompasses not only tangible financial assets but also intangible assets such as individuals' experiences, behaviors, capabilities, relationships, and freedom.EN+ operates as a fee-only platform, serving as a one-stop financial advisory services hub. EN+ offers a wide array of financial resources and solutions, covering investments, taxes, budgeting, retirement, estate planning, education funding, loans, insurance, entrepreneurship, and legal issues. These financial services are intricately interconnected and complex, but EN+ is devoted to streamlining them through algorithms, leveraging AI technology and presenting them to clients in a user-friendly and enjoyable manner.
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Senior Investment AnalystWilliam Blair Mar 2019 - Sep 2023Chicago, Il, Us• Source and conduct investment due diligence/underwrite• Monitor and communicate with 3rd party traditional and alternative investment managers, including equity, fixed income, real estate, mixed and other miscellaneous strategies etc.• Develop and maintain research relationships with private GPs, investment managers, industry contacts, research vendors, etc.• Provide investment vehicles advice across the liquidity spectrum, including mutual fund, ETF, SMA, evergreen fund, interval fund, illiquid private placements, co-investment deals, hedge fund etc.• Generate research and disseminate relevant managers information, market commentary, thought leadership and asset allocation strategies to financial advisors and individual/institutional clients -
Investment AnalystPromanage Llc May 2011 - Feb 2019Chicago, Illinois, Us• Retirement account assets advisory for 100,000+ participants representing $6+ billion • Investment process design and optimization • Asset allocation, institutional portfolio construction, portfolio optimization, rebalance and risk management • Retirement glide path and algorithm design• Funds evaluation and due diligence process•. Lead research on extensive asset classes including traditional and alternative • Manage qualitative and quantitative database for 1000+ mutual funds or other investment vehicles • Conduct due diligence calls or meetings with hundreds of fund specialists and managers annually • Process quarterly reports and funds monitoring for plan-sponsors • Consolidate data from various sources to facilitate various projects -
Strategy Development And Marketing4Blackyouth.Com Oct 2010 - May 2011Us• Assist to develop 5 website units and provide corresponding information for students• Organize and structure strategy workshop material and develop monthly marketing newsletters • Communicate with available mentors in small business and finance industry• Touch with 200 schools’ financial aid departments for possible cooperation -
Engineering ConsultantBeijing International Engineering Consulting Corporation Dec 2009 - Jul 2010• Wrote the project proposal, feasibility and evaluation reports for Beijing IC(Integrated Circuit) Software Park and G8 TFT-LCD Production Line, $1.2 billion program of BOE Technology Group• Investigated 13 large electronic industrial enterprises in-depth to develop the 12th 5-year plan for Beijing Ministry of Economy and Information Technology• Drafted “Enterprise Informationization Program” for Times Group, which saved the company $270,000 in operational expenses, resulting in a 20% increase in profit per year• Engaged in HDTV(high-definition digital television) programming work which provided materials for Beijing Administration of Television
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International Trade SpecialistSunnsy Group Jul 2009 - Feb 2010• Developed South-Asian markets and emailed at least 50 cement demanders each day• Processed the cross-country trading documents and contacted with more than 5 logistics suppliers• Collected feedback from the current clients and reported it to the production department• Participate in cement and civil construction material exhibitions and negotiate with potential demanders
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Intern——Manager AssistantHua Xia Bank Of China (Jinan Branch) Feb 2007 - May 2007• Introduced the different choices for financial savings and retailed financial products to clients• Fulfilled $300,000 personal savings deposit sales and maintain week-to-week relationships with clients • Achieved a permanent wage management contract with new-started Enjia International Trading Co.• Screened news sources for potential companies and organizations and reported to the manager
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Assistant AccountantLonghe Civil Engineering Corporation Jun 2005 - Aug 2005• Input and updated the basic data for inventory and monitored proper controls and systems to effectively manage inventory levels• Performed basic account reconciliations and general ledger entries
Angela Wang, Cfa, Caia Skills
Angela Wang, Cfa, Caia Education Details
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Illinois Institute Of TechnologyFinance Engineering -
Wuhan UniversityBusiness Management
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Shandong UniversityBuisiness Management
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Renmin University Of ChinaBusiness Administration
Frequently Asked Questions about Angela Wang, Cfa, Caia
What company does Angela Wang, Cfa, Caia work for?
Angela Wang, Cfa, Caia works for En+ Wealth Llc
What is Angela Wang, Cfa, Caia's role at the current company?
Angela Wang, Cfa, Caia's current role is EN+ Wealth - Your Personal AI Financial Steward.
What is Angela Wang, Cfa, Caia's email address?
Angela Wang, Cfa, Caia's email address is aw****@****lan.com
What is Angela Wang, Cfa, Caia's direct phone number?
Angela Wang, Cfa, Caia's direct phone number is +131245*****
What schools did Angela Wang, Cfa, Caia attend?
Angela Wang, Cfa, Caia attended Illinois Institute Of Technology, Wuhan University, Shandong University, Renmin University Of China.
What skills is Angela Wang, Cfa, Caia known for?
Angela Wang, Cfa, Caia has skills like Portfolio Management, Investments, Risk Management, Analysis, Vba, Mutual Funds, Asset Allocation, Asset Management, Trading, Financial Modeling, Matlab, Sql.
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