Derrick Wang Email & Phone Number

London, Uk, Gb

Global Investment Bank, Wealth Management – T+1 Trade Settlement Readiness – Senior Project Manager:• Led global Operations workstream, overseeing the deployment of operational enhancements to support the Bank’s transition from T+2 to T+1 trade settlement cycle, as well as ensuring policies, procedures, and vendor agreements are updated to meet T+1 requirements• Created detailed project plans to track milestone progress against timelines / owners; drove weekly status calls and prepared monthly SteerCo presentations• Created a T+0 playbook to provide the Bank a clear understanding of the lessons learned from T+1 as well success factors for a future T+0 implementation

London, Uk, Gb

Global Fintech – Digital Wealth Management Platform Implementation – Senior Project Manager:• Led 2 critical workstreams to enable data transmissions through 600 integration points, encompassing 60 applications, 85 vendors, and 2600 files • Managed stakeholder relationships across 40 development teams to track status updates across development cycles (QA, UAT, and Pre-Production), including timelines, issues, dependencies, path to green, and escalated as needed• Created a data governance model, successfully remediating a long-term issue of how the client can manage the 2600 files in scope for the program• Produced multiple weekly reconciliation reports to monitor data inconsistencies between the various trackers used by the program, as well as weekly program-level reporting metrics on workstream progress

Plano, Texas, Us

Project & program management in financial services and insurance industry• Advising clients primarily in the Financial Services industry on topics covering M&A integration, system selection and assessment, cloud implementation, change management, RPA development, and data remediation• Providing post-merger integration program support to a major US Bank; responsibilities include project plan development and status tracking, resource budgeting and forecasting, communication strategy, gap analysis, and policy development• Assessed platform capabilities, system architecture, and business use cases against target system, solved for gaps in target system functionality; delivered a final recommendation on future system of record (SOR) and created a Business Requirement Document (BRD) to establish end-user requirements for correct system functionality and design• Project managed the CFO Organization module for a global Cloud Implementation initiative and led process improvement workstream; responsibilities include collaborating with cross-functional teams to identify UAT testers, analyzing manual processes with automation potential, tracking program progress and maintaining management dashboard• Served as a project manager on a robotic process automation (RPA) project aimed to accelerate the month-end financial reporting process by 25%+; facilitated the development of Business Requirement Documents and drove alignment across stakeholders• Conducted a business readiness assessment for a healthcare startup to analyze the level of preparedness in leadership sponsorship, capacity, employee attitudes, and resourcing in migrating to new ERP and CRM systems; created a solid change sponsor model through steering leadership alignment and stakeholder responsibility definition• Contributed to internal initiatives including developing client pitch presentations and RFPs, revamping new hire onboarding package, and creating marketing material for an industry conference

New York, Ny, Us

• Developed recommendations for project scoping, workflow design, and operation optimization to support and expedite projects including client onboarding, referential data creation, maintenance, and global data migration• Managed onboarding team for new and organic clients, ensuring all accounts, reports, and entitlements are set up prior to the client’s scheduled launch date• Problem-solved client data-quality issues by liaising with Morgan Stanley Commodity, Cash, IED, FID, Repo, and FX units• Revamped current procedures for new hires globally in gaining system access and thereby reducing downtime• Engaged with global teams to migrate 50,000 accounts and 37,000 clients between Morgan Stanley internal firm-wide systems in order to create a more controlled process and reduce potential risk of misdirects with client information• Collaborated with Front Office and IT to automate multiple projects via MS Excel Macros and VBA• Drafted comprehensive training menus to expedite learning curve of new hires and mentor them in reviewing deliverables• Researched industry trends and competitive behaviors in client data management; create strategy decks for senior leadership

London, Greater London, Gb

• Implemented procedures to expedite migration project of data libraries used to aid in identifying market trends and revenue-generating opportunities in the primary market for investment banking clients• Accelerated the data migration project one month ahead of deadline through Excel Macro automation• Migrated upwards of 200 queries per day from Dealogic’s legacy software to its new platform• Troubleshot errors and inconsistencies in migrated libraries (e.g., file organization, missing libraries, and incorrect data)• Maintained and embedded libraries from Dealogic’s new platform to MS Excel to ensure clients have flexibility in exporting and customizing data for building reports

New York, Ny, Us

• Originated and closed $32 million in loans for companies seeking growth and acquisition capital• Drafted and executed $191 million in venture debt proposals to prospective clients to date• Worked on every stage of deal management from conducting due diligence calls, vetting financial data, financial modeling to evaluate credit worthiness and debt capacity, and drafting memorandums to document final deal terms and conditions• Researched high-growth equity-backed startup companies in the technology and life science industries to identify prospective venture debt clients• Developed relationships with client CEOs and CFOs through prospecting strategies and business events to secure deals on various working or growth capital structures such as term loans, revolving loans, and equipment leases• Facilitated the exchange of financial and legal documents, including financial statements and projections, capitalization table, intellectual property, and proposal for venture debt use