Investment Analyst, Active Credit Stable Value
Current
Nov 2022 - Present
AeroLeads people directory · profile
David Wang, Cfa Email & Phone Number
Investment Analyst, Active Credit Stable Value
at
Vanguard
1 work email found
@vanguard.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Analyst, Active Credit Stable Value
Location
Greater Philadelphia, 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. 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
71% confidence
AeroLeads found 1 current-domain work email signal for David Wang, Cfa. Compare company email patterns before reaching out.
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
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5 roles
David Wang, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Data Analyst, Global Investment Data Management
• 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
• 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
● 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
● 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 →
RD
Rodrigo De Leon
Colleague at VanguardSanto Domingo Este, Santo Domingo, Dominican Republic
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RG
Robert Gregor, Cfp®
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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JB
Jennifer Bailey
Colleague at VanguardGreater Philadelphia, United States
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DP
David Park
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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SF
Stephanie Fridley Hartman, Cfp®
Colleague at VanguardGastonia, North Carolina, United States
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MF
Matt Firman
Colleague at VanguardGilbertsville, Pennsylvania, United States
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ME
Michael E.
Colleague at VanguardUnited States
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KK
Kevin Kalish
Colleague at VanguardMalvern, Pennsylvania, United States
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TV
Tammy Virnig
Colleague at VanguardPhoenixville, Pennsylvania, United States
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RM
Risshie Makineni
Colleague at VanguardBridgewater, New Jersey, United States
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Rodrigo De Leon
Colleague at VanguardSanto Domingo Este, Santo Domingo, Dominican Republic
View →
RG
Robert Gregor, Cfp®
Colleague at VanguardPhiladelphia, Pennsylvania, United States
View →
JB
Jennifer Bailey
Colleague at VanguardGreater Philadelphia, United States
View →
DP
David Park
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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SF
Stephanie Fridley Hartman, Cfp®
Colleague at VanguardGastonia, North Carolina, United States
View →
MF
Matt Firman
Colleague at VanguardGilbertsville, Pennsylvania, United States
View →
ME
Michael E.
Colleague at VanguardUnited States
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KK
Kevin Kalish
Colleague at VanguardMalvern, Pennsylvania, United States
View →
TV
Tammy Virnig
Colleague at VanguardPhoenixville, Pennsylvania, United States
View →
RM
Risshie Makineni
Colleague at VanguardBridgewater, New Jersey, 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 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 Rodrigo De Leon, Robert Gregor, Cfp®, Jennifer Bailey, David Park, and Stephanie Fridley Hartman, 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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