Ed Wang Email & Phone Number

San Francisco Bay Area

▪Oversaw the implementation of a centralized data strategy aimed at streamlining data operations and ensuring easy and timely access to information. Implemented a uniform transformation logic layer to ensure consistent usage across the organization, resulting in improved efficiency and alignment in data interpretation.▪Responsible for firm-wide client master data platform at BlackRock, overseeing the integration of critical data elements such as firm details, team information, advisor profiles, client records, account data, and portfolio information.

San Francisco, California, United States

Head of products for the Americas. Directed sales technology strategies for Wealth, Institutional, and iShares sales channels to improve sales performance, client engagements and operational efficiency. Built a global team of over 20 product managers and engineers, achieving a significant boost in sales productivity.

San Francisco, California, United States

Led the consolidation of CRM platforms by defining business and functional requirements, establishing migration scope and timeline, coordinating with vendors and technology partners for execution, developing training and communications materials, and executing a successful go-to-market strategy.

▪ Led migration of marketing email platforms to a new full-service provider, collaborating closely with business and IT stakeholders to formulate requirements, overhaul processes, and oversee vendor management alongside internal IT resources.▪ Streamlined new marketing email platform integration with 13 internal and external systems, automating data processing and slashing data latency from a monthly to a daily basis.

Led strategic planning, execution, and management of digital solutions, including CRM program, that revolutionized operations across 300 branches and empowered 5,000 salespeople with robust tools; resulting in 20% surge in lead conversion.

San Francisco, California, United States

▪ Defined and documented comprehensive business requirements for digital products and initiatives, ensuring alignment with strategic goals, user needs, and regulatory compliance while facilitating efficient development and successful project outcomes.▪ Led cross-functional teams in the design and launch of innovative digital products and features, optimizing user experience and increasing customer engagement metrics.

San Francisco, California, United States

▪ Conceptualized and implemented a comprehensive lead conversion data mart, establishing a unified framework for measuring sales efforts across Schwab’s Retail Branch Network.▪ Pioneered key data usages to customer relationship management information that became corporate standards for customer interaction and sales performance reports and analyses.▪ Compiled repository of market demographics and performance metrics, utilized by regional and divisional sales managers for branch assessment, local business evaluation, and quarterly sales goal setting.

San Francisco, California, United States

▪Designed and developed productivity benchmarking reports leading to a restructuring of outbound business development strategies for a sales force of over 300 representatives, optimizing efficiency and sales performance.▪Orchestrated retail-wide field contests and conducted comprehensive ad hoc analyses to evaluate the efficacy of marketing programs and sales initiatives, contributing to data-driven decision-making and program improvements.

Emeryville, California, United States

▪Managed multiple regulatory proceedings supporting incumbent local telecom companies during the deregulation of the telecom industry. ▪Served as a key client liaison and project manager, building strong relationships with clients and stakeholders while overseeing various projects. ▪Developed complex financial models to support economic and regulatory proceedings, ensuring accurate analysis and informed decision-making throughout the process.

Emeryville, California, United States

▪Evaluated regulatory framework and industry trends shaping the deregulation of telecommunications industry in the US and Latin America. ▪Conducted extensive research involving examination of emerging and existing local competition, consumer preferences, and strategic decisions of telecommunications industry. ▪Drafted expert testimony summarizing analyses of emerging telecom technologies and their impact on domestic and foreign competitions.