Board Member
Current
Nov 2024 - Present
AeroLeads people directory · profile
Karly Wang Email & Phone Number
Board Member | Advisor | Fintech | B2B SaaS | FinSvc | Tech & Innovation
at
Tech Exchange
2 work emails found
@wellsfargo.com
4 phones found area 218, 415, 866, and 800
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Board Member | Advisor | Fintech | B2B SaaS | FinSvc | Tech & Innovation
Location
San Francisco Bay Area, United States, United States
Who is Karly Wang? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Karly Wang is listed as Board Member | Advisor | Fintech | B2B SaaS | FinSvc | Tech & Innovation at Tech Exchange, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 218, 415, 866, 800, and a matched LinkedIn profile for Karly Wang.
Karly Wang previously worked as Board Member at Tech Exchange and Advisor & Selection Committee Member at Berkeley Skydeck. Karly Wang holds Master Of Business Administration (M.B.A.), Strategic Marketing & Finance from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Tech Exchange
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{first}.{last}@wellsfargo.com
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AeroLeads found 2 current-domain work email signals for Karly Wang. Compare company email patterns before reaching out.
Profile bio
About Karly Wang
Karly is a board director, an experienced business executive skilled at developing relationships and executing profitable growth, a startup advisor in fintech and SaaS. She is adept in B2B strategy, Finance, Marketing, and at using data science and technology to create customer value. Karly’s industry experience spans across cloud services, business and consumer lending, insurance, audit and corporate ventures. She was a senior leader in IBM Financial Services Cloud ecosystem and the Chief Marketing Officer of the small/medium business market at Wells Fargo, where she spearheaded digital transformation and led customer value creation efforts. In addition, Karly was the founding CFO of Wells Fargo Insurance Services with responsibilities in Finance, Accounting, Technology and Compliance. In her role as the lead audit director for financial & accounting controls at Wells Fargo, Karly worked closely with the external auditor, the OCC and the Federal Reserve bank. Karly is active in the community supporting non-profits as a board director, fundraiser and volunteer. Karly received a B.S. degree in Chemical Engineering from University of California at Berkeley and an MBA from the Haas School of Business at UC Berkeley.
Listed skills include Banking, Marketing, Financial Services, Strategy, and 31 others.
Current workplace
Karly Wang's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 35 years
Karly Wang work experience
A career timeline built from the work history available for this profile.
Advisor & Selection Committee Member
CurrentAdvise startup companies on growth and funding strategies
Jun 2019 - Present
2021 - Present
~5 yrs 4 mos
Global Ecosystem Leader
Led buildout of ecosystem for IBM Cloud for Financial Services®; managed partner relationships.
2021 - 2024
~3 yrs
Advisory Board
A white-label embedded finance and business management platform designed to help financial institutions be the go-to source for small and medium-sized businesses health.
2019 - 2021
~2 yrs
Senior Vice President / Chief Marketing Officer, Small Business Group
Led design and execution of marketing strategy/programs to acquire and engage 3MM businesses. Spearheaded digital transformation, achieved 400% growth in digital sales.
2016 - 2019
~3 yrs
Senior Vice President / Marketing, Analytics And Product Innovation, Business Lending
- Head of Marketing & Data Analytics 2007-2016Head of Lending Innovation & Analytics, Business Loan 2005-2007
- Tripled credit card and line of credit sales to $1B with 4X ROI using data analytics and targeting models. Improved credit access to ~1MM business owners by accurately identified credit eligible businesses in consumer.
- Led Business Loan portfolio to profitability; achieved 5 X growth in Business Term Loan to $100MM. Doubled affiliate sales with clear KPI and financial metrics.
2005 - 2016
~11 yrs
Senior Vice President / Finance
Wells Fargo Finance
Head of FP&A for Consumer Credit - Revamped FP&A, led design and adoption of disciplined investment framework to drive growth. 2002-2005Corporate Venture Portfolio Manager - Sourced deals, performed due diligence, negotiated terms and represented Wells Fargo on the board of portfolio companies. 2000-2001Audit Director - Led risk management oversight across.
1991 - 2005
~14 yrs
2 education records
Karly Wang education
Master Of Business Administration (M.B.A.), Strategic Marketing & Finance
University Of California, Berkeley, Haas School Of Business
Bachelor Of Science (B.S.), Chemical Engineering
University Of California, Berkeley
FAQ
Frequently asked questions about Karly Wang
Quick answers generated from the profile data available on this page.
What company does Karly Wang work for?
Karly Wang works for Tech Exchange.
What is Karly Wang's role at Tech Exchange?
Karly Wang is listed as Board Member | Advisor | Fintech | B2B SaaS | FinSvc | Tech & Innovation at Tech Exchange.
What is Karly Wang's email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Karly Wang at Tech Exchange.
What is Karly Wang's phone number?
AeroLeads has found 4 phone signal(s) with area code 218, 415, 866, 800 for Karly Wang at Tech Exchange.
Where is Karly Wang based?
Karly Wang is based in San Francisco Bay Area, United States, United States while working with Tech Exchange.
What companies has Karly Wang worked for?
Karly Wang has worked for Tech Exchange, Berkeley Skydeck, Finclude (Fka. Verge.Capital), Ibm, and Upswot.
How can I contact Karly Wang?
You can use AeroLeads to view verified contact signals for Karly Wang at Tech Exchange, including work email, phone, and LinkedIn data when available.
What schools did Karly Wang attend?
Karly Wang holds Master Of Business Administration (M.B.A.), Strategic Marketing & Finance from University Of California, Berkeley, Haas School Of Business.
What skills is Karly Wang known for?
Karly Wang is listed with skills including Banking, Marketing, Financial Services, Strategy, Credit, Relationship Management, Analytics, and Financial Analysis.
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