Calvin Wang Email and Phone Number

Promoted to Vice President, Payments Strategy & Product. Coverage includes Digital Wallets and Instant Payments.

Post MBA seat within the Strategy Rotation Program.Rotation 1: Wealth and Investment Management Rotation 2: Enterprise & Digital Payments

Managed growth strategy, product, and network development workstreams. Wore many hats as second overall hire.

Alliance is a strategy consulting firm spun out of BCG.Case work experience has included investment due diligences, M&A, and value creation strategies for private equity investors in the following industries: food & beverage, commercial real estate, industrials, and logistics.

Projects spanned product ideation & development, go-to market strategy, Agile transformation, and human resources strategy.

• Identified and analyzed securities and ETFs for portfolio manager review in over 5 American Fund mandates and portfolios for tax-loss harvesting strategies in high-net-worth portfolios• Built interactive prototype using design thinking methods in the development of, and transition to, future-state portfolio management, trade processing, and investment compliance software products to be used company-wide in over 30 funds• Implemented tools such as Excel, Tableau, Alteryx, and Bloomberg to research and evaluate securities, as well as proprietary software to place trades in 5 Separately Managed Account American Fund portfolios

• Developed project plan responding to ambiguous client requirements regarding virtual delivery in the consulting industry• Conducted over 15 interviews with stakeholders to identify pain points and goals for virtual delivery model• Designed 5-part onboarding material regarding a creative virtual delivery framework for Clarkston’s management based on factors such as consultant preference, professional background, ability, type of project, and client needs• Lead team of student consultants in the delivery of findings to Clarkston employees and directors (over 25 managers)

• Built Excel models including market efficiency studies, event analysis, and statistical regression with complex data sets• Researched and consolidated large quantities of information from Capital IQ, Thomson Eikon, Bloomberg, and EDGAR• Edited and drafted 50 reports regarding market efficiency, loss causation, and other class action securities litigation subject matters to increase strength of argument and leverage empirical data to drive accuracy• Investigated and presented over 20 different client cases; subjects included fraud, market manipulation, and GAAP errors

• Served as group leader for interns and acted as the liaison between C-suite officers and other interns• Leveraged techniques such as inbound content marketing, SEO, keyword optimization, and A/B testing to increase website conversion rates and decrease bounce and exit rates• Redesigned and analyzed 2 company websites using WordPress, Squarespace, CSS/HTML, and Google Analytics; increased website speed and overall performance by 30% as calculated by Google Pagespeed and GTMetrix • Conducted stakeholder interviews to develop and refine customer journeys in order to overhaul marketing plan

• Advised companies regarding social media strategies, leading to refocus on target market and renewed brand image• Communicated with overseas supplier to import 50,000 cups to distribute to cafes to advertise for small entrepreneurs and their companies (Cups > Branding > Small cafes get cups for free)• Designed, maintained, and structured our social media pages and our company website• Created budgets, pro-forma income statements, revenue forecasts, and financial statements

• Led a team of 30 other middle school and high school students in the day to day operations of the Little League • Organized payroll and scheduling of the field workers, score keepers, stadium decoration, snack bar employees and umpires• Coordinated game and practice field logistics with coaches and managers of the league• Supervised the maintenance, care, and purchase of all equipment and resources