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David Wang, Cfa Email & Phone Number

Investment Analyst, Active Credit Stable Value at Vanguard
Location: Greater Philadelphia, United States, United States 5 work roles 2 schools
1 work email found @vanguard.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@vanguard.com
LinkedIn Profile matched
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Current company
Vanguard
Role
Investment Analyst, Active Credit Stable Value
Location
Greater Philadelphia, United States, United States

Who is David Wang, Cfa? Overview

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Quick answer

David Wang, Cfa is listed as Investment Analyst, Active Credit Stable Value at Vanguard, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for David Wang, Cfa.

David Wang, Cfa previously worked as Investment Data Analyst, Global Investment Data Management at Vanguard and Investment Risk Analyst, Quantitative Active Equities at Vanguard. David Wang, Cfa holds Bachelor'S Degree, Economics, Finance from Mcgill University.

Company email context

Email format at Vanguard

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*@vanguard.com
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AeroLeads found 1 current-domain work email signal for David Wang, Cfa. Compare company email patterns before reaching out.

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Profile bio

About David Wang, Cfa

Investment professional with diverse skills in data analysis, investment analysis, statistical analysis, data engineering, programming and cloud computing.

Listed skills include Financial Modeling, Valuation, Project Management, Teamwork, and 44 others.

Current workplace

David Wang, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Vanguard
Vanguard
Investment Analyst, Active Credit Stable Value
Valley Forge, PA
Website
vanguard.com
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Company profile
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5 roles

David Wang, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Analyst, Active Credit Stable Value

Current
Vanguard

Valley Forge, PA, US

Nov 2022 - Present

Investment Data Analyst, Global Investment Data Management

Vanguard

Valley Forge, PA, US

  • Partnered with the Vanguard Fixed Income Group to provide critical support for fixed income trading
  • Developed data management processes to ensure accuracy in key attributes impacting portfolio analytics
  • Stood up municipal fund data workflows of as critical member of front office change management program
Jul 2019 - Nov 2022

Investment Risk Analyst, Quantitative Active Equities

Vanguard

Valley Forge, PA, US

  • Developed understanding of factor risk models their application in portfolio risk management
  • Utilized Python, HTML and CSS to re-operationalize team's weekly market risk dashboard
  • Utilized Python and statistical packages to conduct research projects for quantitative active equity funds
Apr 2022 - Jul 2022

Data Analyst, Investment Data Management

Vanguard

Valley Forge, PA, US

  • Managed accounting data integrity on security universe of assets worth over 5 trillion dollars
  • Managed data reporting relationships across enterprise and 3 external institutions
  • Automated several reporting and data integrity processes using Access, SQL, and VBA
  • Promoted use of APIs through partnerships with the CTO office and case studies
Oct 2017 - Jul 2019

Loan Advisor

Freedom Mortgage

Boca Raton, Florida, US

  • Closed over $2.5 million in new customer, full-documentation loans
  • Managed loan portfolio worth over $3.5 million,
  • Led team of processor and underwriters from sale to close
  • Achieved score of 92% on SAFE Act NMLS Licensing test
Aug 2016 - Jul 2017
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts →

IS Ignacio Saralegui Ignacio Saralegui Colleague at Vanguard Philadelphia, Pennsylvania, United States, United States View → ZG Zak Gier Zak Gier Colleague at Vanguard Greater Philadelphia, United States View → LP Lily Pellot, Mba, Leed Green Associate Lily Pellot, Mba, Leed Green Associate Colleague at Vanguard Greater Philadelphia, United States View → SN Santine Ngwe Santine Ngwe Colleague at Vanguard Tempe, Arizona, United States, United States View → JL Jeff Lostaunau, Cfa, Caia, Cfp® Jeff Lostaunau, Cfa, Caia, Cfp® Colleague at Vanguard Scottsdale, Arizona, United States, United States View → AW Andrew Weetenkamp Andrew Weetenkamp Colleague at Vanguard Philadelphia, Pennsylvania, United States, United States View → JL Jason Lee Jason Lee Colleague at Vanguard Greater Philadelphia, United States, United States View → BH Benson Hathaway, Cfa Benson Hathaway, Cfa Colleague at Vanguard Scottsdale, Arizona, United States, United States View → SS Scott Sadleir, Cfp® Scott Sadleir, Cfp® Colleague at Vanguard Clover, South Carolina, United States, United States View → SV Sai Varada Sai Varada Colleague at Vanguard Irving, Texas, United States, United States View →
2 education records

David Wang, Cfa education

Bachelor'S Degree, Economics, Finance

Mcgill University

High School Graduate, High School/Secondary Diplomas And Certificates

Radnor High School
FAQ

Frequently asked questions about David Wang, Cfa

Quick answers generated from the profile data available on this page.

What company does David Wang, Cfa work for?

David Wang, Cfa works for Vanguard.

What is David Wang, Cfa's role at Vanguard?

David Wang, Cfa is listed as Investment Analyst, Active Credit Stable Value at Vanguard.

What is David Wang, Cfa's email address?

AeroLeads has found 1 work email signal at @vanguard.com for David Wang, Cfa at Vanguard.

Where is David Wang, Cfa based?

David Wang, Cfa is based in Greater Philadelphia, United States, United States while working with Vanguard.

What companies has David Wang, Cfa worked for?

David Wang, Cfa has worked for Vanguard and Freedom Mortgage.

Who are David Wang, Cfa's colleagues at Vanguard?

David Wang, Cfa's colleagues at Vanguard include Ignacio Saralegui, Zak Gier, Lily Pellot, Mba, Leed Green Associate, Santine Ngwe, and Jeff Lostaunau, Cfa, Caia, Cfp®.

How can I contact David Wang, Cfa?

You can use AeroLeads to view verified contact signals for David Wang, Cfa at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did David Wang, Cfa attend?

David Wang, Cfa holds Bachelor'S Degree, Economics, Finance from Mcgill University.

What skills is David Wang, Cfa known for?

David Wang, Cfa is listed with skills including Financial Modeling, Valuation, Project Management, Teamwork, French, Mandarin, Microsoft Excel, and Writing.

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