Karly Wang Email and Phone Number
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Karly Wang personal email
Karly Wang phone numbers
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.
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Board MemberTech Exchange Nov 2024 - Present
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Advisor & Selection Committee MemberBerkeley Skydeck Jun 2019 - PresentBerkeley, Ca, UsAdvise startup companies on growth and funding strategies -
Board MemberFinclude (Fka. Verge.Capital) 2021 - PresentDublin 2, Dublin, IeChair of Audit Committee May 2021 - Present -
Global Ecosystem LeaderIbm 2021 - 2024Armonk, New York, Ny, UsLed buildout of ecosystem for IBM Cloud for Financial Services®; managed partner relationships. -
Advisory BoardUpswot 2019 - 2021Charlotte, North Carolina, UsA 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. -
Senior Vice President / Chief Marketing Officer, Small Business GroupWells Fargo 2016 - 2019San Francisco, California, UsLed design and execution of marketing strategy/programs to acquire and engage 3MM businesses. Spearheaded digital transformation, achieved 400% growth in digital sales. -
Senior Vice President / Marketing, Analytics And Product Innovation, Business LendingWells Fargo 2005 - 2016San Francisco, California, UsHead 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 portfolio. • 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.
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Senior Vice President / FinanceWells Fargo Finance 1991 - 2005Head 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 multiple lines of business with a total of $96B in assets, appointed to lead bank-wide implementation of FDIC Improvement Act (FDICIA), worked directly with external auditor, OCC and FRB examiners. 1998-2000Vice President / Finance and Strategy - Held positions in a variety of businesses; demonstrated success in building teams, designing processes and optimizing business results.1997-1998 VP / CFO and Head of Strategic Planning, Business Lending1994-1997 VP / COO, CFO, Insurance Services 1992-1994 VP / Head of Analytics, Human Resources Finance1991-1992 Senior Consultant, Financial Management Consulting
Karly Wang Skills
Karly Wang Education Details
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University Of California, Berkeley, Haas School Of BusinessStrategic Marketing & Finance -
University Of California, BerkeleyChemical Engineering
Frequently Asked Questions about Karly Wang
What company does Karly Wang work for?
Karly Wang works for Tech Exchange
What is Karly Wang's role at the current company?
Karly Wang's current role is Board Member | Advisor | Fintech | B2B SaaS | FinSvc | Tech & Innovation.
What is Karly Wang's email address?
Karly Wang's email address is ka****@****rgo.com
What is Karly Wang's direct phone number?
Karly Wang's direct phone number is +121823*****
What schools did Karly Wang attend?
Karly Wang attended University Of California, Berkeley, Haas School Of Business, University Of California, Berkeley.
What skills is Karly Wang known for?
Karly Wang has skills like Banking, Marketing, Financial Services, Strategy, Credit, Relationship Management, Analytics, Financial Analysis, Portfolio Management, Marketing Strategy, Acquisition Integration, Small Business Lending.
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