Cynthia Loh Email and Phone Number
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Cynthia Loh, is the Head of Beyond the Card at Capital One, focusing on new products, services and innovation for our B2B customers.Previously she was a Managing Director and Head of Product for Workplace and Personal Wealth at Goldman Sachs, overseeing the platforms for Financial Wellness, Personal Financial Management, and Executive Financial Management (Ayco), serving both workplace wealth and personal clients. Prior to that, she was Vice President of Digital Advice and Innovation at Charles Schwab, leading the teams responsible for the overall strategy, product, growth and risk management of Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm’s robo advisory services. She also led Digital Planning Experiences, and launched Schwab’s free digital financial plan to help investors stay on track toward their personal retirement goals. In addition, she oversaw Schwab Asset Management Solutions’ Digital organization that is dedicated to creating new and enhanced digital experiences for our asset management business, including mutual funds, ETFs and advice solutions. Before joining Schwab, Cynthia was on the executive team at Betterment. She also previously led Business Development at ZocDoc, a health care technology start-up. She has additional financial services experience from prior roles at PIMCO and Merrill Lynch.Throughout her career, Cynthia has successfully led the creation and execution of new business lines, helped develop technology that has caused disruption in the market and created solid growth, efficiencies and delightful user experiences. She is passionate about helping companies harness technology for growth and creating exciting end user benefits. Cynthia has received many accolades for her work. In 2020, she was selected as a participant of World 50 Next Leader, an exclusive executive development program for top leaders from around the world, taught entirely by CEO and C-suite members from global 1000 companies. InvestmentNews named her one of their 2020 Innovators, and Business Insider listed her on their inaugural list of innovators transforming the future of wealth management in 2019. Employee Benefits News named her one of 30 People-to-Watch in 2017, Employee Benefits Adviser named her one of the “50 leaders who are transforming benefits,”. Cynthia earned a Bachelor of Arts degree from University of California, Berkeley, and a Master of Business Administration degree from Stanford University. She is a Chartered Financial Analyst (CFA).
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Senior Vice President, Head Of Beyond The CardCapital OneBoulder, Co, Us
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Venture PartnerTreasury Aug 2024 - PresentNew York, Ny, UsTreasury is an early-stage venture capital firm, started by founders of @Acorns and @Betterment -
Senior Vice President, Head Of Beyond The CardCapital One May 2023 - PresentMclean, Va, Us
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Techstars MentorClimatize 2022 - 2023Santa Cruz, California, Us -
Managing Director, Head Of Workplace And Personal Wealth ProductGoldman Sachs 2021 - 2023New York, New York, Us -
Advisor To The CeoPocketnest 2021 - 2022Detroit, Michigan, Us -
Vice PresidentCharles Schwab 2017 - 2021Westlake, Texas, UsI led the teams responsible for:• Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm’s robo advisory and hybrid advisory and planning services, • Schwab Asset Management Solutions’ Digital organization, the digital product arm of our asset management business• Schwab Retirement Plan Services, the digital product arm of our 401(k) business -
Advisor - Digital Advisory BoardAmerican Express Nov 2013 - Dec 2017New York, Ny, UsMember of the 10-person American Express Digital Advisory Board. -
Gm Of Betterment For Business, Member Of The Executive TeamBetterment 2015 - 2017New York, New York, UsI created the business plan, designed the organizational structure and scaled the team for Betterment for Business. I also assumed responsibility for managing the P&L, which encompassed sales, account management, product development, engineering and marketing. We signed distribution deals with both Uber and ADP.By targeting key industry professionals, I built an advisory board that includes Google's head of benefits, a top ERISA lawyer and former heads of Transamerica's 401(k) business and IBM's retirement program. -
Director, Business Development & Sales. New Business Line Creation And P&L ResponsibilityZocdoc 2013 - 2015New York, Ny, UsI joined ZocDoc as the company's first-ever executive hire to focus on new business development. I started ZocDoc's 2014 growth initiative: ZocDoc for Business, a B2B offering that provided employers with a customized site for their employees to schedule healthcare appointments, reducing their wait time to see a doctor from an average of 23 days to 24 hours.I wrote the business plan, managed the operations and had P&L responsibility. To help bring the product to fruition, I fostered several distribution partnerships that accelerated overall sales. With guidance from customers, I also created the sales messaging, presentations and promotional materials for this effort. I hired, trained and managed a national sales team consisting of directors, managers and key account representatives. -
Director, Business DevelopmentBerens Capital Management 2012 - 2012Berens Capital was an independent $1.2Bn asset manager of long-short equity,long-only equity and credit strategies. Reporting directly to the President, I led all fund raising and client account management activities as well as served as a member of the Investment Committee.
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Vice PresidentPimco 2008 - 2012Newport Beach, California, UsWith primary responsibility for new business development, my efforts were focused on leading business development across foundation, endowment and healthcare institutions; fundraising efforts yielded billions from new and existing business, resulting in a tripling of assets. Served as the primary presenter to investment committees on PIMCO’s macro-economic views, current investing theses and investment ideas across all classes of investment strategies. Member of the PIMCO Foundation Investment Committee. -
Associate, Healthcare Technology Investment BankingMerrill Lynch 2007 - 2008New York, Ny, Us -
Analyst, Healthcare Technology Investment BankingMerrill Lynch 2002 - 2005New York, Ny, Us
Cynthia Loh Skills
Cynthia Loh Education Details
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Stanford University Graduate School Of BusinessBusiness -
University Of California, BerkeleyCognitive Science With A Focus On Artificial Intelligence
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Brebeuf Jesuit Preparatory School
Frequently Asked Questions about Cynthia Loh
What company does Cynthia Loh work for?
Cynthia Loh works for Capital One
What is Cynthia Loh's role at the current company?
Cynthia Loh's current role is Senior Vice President, Head of Beyond the Card.
What is Cynthia Loh's email address?
Cynthia Loh's email address is cy****@****wab.com
What is Cynthia Loh's direct phone number?
Cynthia Loh's direct phone number is +165057*****
What schools did Cynthia Loh attend?
Cynthia Loh attended Stanford University Graduate School Of Business, University Of California, Berkeley, Brebeuf Jesuit Preparatory School.
What are some of Cynthia Loh's interests?
Cynthia Loh has interest in Education, Arts And Culture, Health.
What skills is Cynthia Loh known for?
Cynthia Loh has skills like Investments, Business Development, Strategy, Strategic Partnerships, Start Ups, Management, Portfolio Management, Investment Banking, Emerging Markets, Equities, Financial Modeling, Asset Management.
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