Lena Wong, Cfa Email and Phone Number
Lena Wong, Cfa personal email
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Lena brings with her a combined experience in finance and social impact. Graduated from Simon Fraser University, Canada with her BBA in Finance and Marketing, she started her career as a financial analyst in Hong Kong. Following that she served in a number of asset management firms specializing in serving HNWI and institutional clients then she further herself by obtaining the qualification as a CFA charterholder. With the arrival of her first child, Lena decided to invest the first few years focusing on the family and eventually landed herself into the social innovation space by founding Hong Kong Momtrepreneurs, a non profit organization that empowers mothers to continue having their venture. Alongside her consultancy business, she is also serving as Director of Impact for 100 Women in Finance in Hong Kong. Over the years, she has developed strong passion in sustainability especially on gender equality and diversity & inclusion and she is very active serving herself as advisors to various organizations such as JCI, AIESEC, Good Seed and a number of social enterprises. In recent years, Lena has founded Womentors, a business with the purpose to work with companies to build better workplaces for professional women. Bringing her on the field experiences to the training rooms, Lena is a certified facilitator of 2030 SDGs Game, Hack your Box in Inclusion and Hack your Box in Sustainable Life. She actively combines various training techniques and practical experiences into daily perspectives that can reinforce key learnings to implement into everyday work life.Lena is also passionate in mentorship where she had successfully rolled out mentorship programs for Business and Professional Women and 100 Women in Finance to encourage experienced professionals to be role models to provide guidance to the younger generation to be best of themselves. She also implements mentorship in fellowship programs in empowering mothers through entrepreneurship.A mother of two girls, Lena is passionate to build a more empathic world with more gratitude for our next generation. In her leisure time, she enjoys having a sip of coffee or wine with friends and eager to learn. She is fluent in Cantonese, English and Mandarin.
Womentors
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Managing DirectorWomentors Oct 2020 - PresentHong KongAt WoMentors, we believe in building better working places for everyone that recognise the changing needs of employees over time and we are helping companies to develop more sustainable businesses. -
Consultant And Facilitator (Adeeva Consulting)Womentors Apr 2018 - Dec 2022Hong Kong• specialised in marketing, business development and training services for social innovation businesses • applying intensive knowledge in finance and marketing to provide total solution in business development• facilitating 2030 SDGs Game and Hack your Box online session as well as integrating everyday work into training -
Program DirectorAcademy For Women Entrepreneurs (Awe) Oct 2024 - PresentHong Kong SarIn 2024/25, Hong Kong proudly became a part of the AWE network, collaborating with Womentors to enhance support for female entrepreneurs. Expanding upon the achievements of AWE's established global initiatives, AWE Hong Kong is dedicated to empowering women in entrepreneurship through tailored mentorship and networking opportunities. -
Founder And Executive DirectorHong Kong Momtrepreneurs Limited Apr 2018 - PresentHong Kong• to support and promote entrepreneurship among mothers, husbands and children by providing a platform to create opportunities through networking, trainings and events; • to advance the self fulfilment and achievement of women to balance their families, careers and community; • to engage more involvements by children in their parents’ work life and enhance the parents as role models for their children. -
Director Of Impact100 Women In Finance May 2022 - PresentHong Kong -
Pre-Career Initiatives Lead100 Women In Finance Jul 2020 - May 2022Hong Kong Sar- Design and execute a strategy to fulfil 100WF’s objective to introduce pre-career young women in Hong Kong to career opportunities in the finance industry; - Identify Hong Kong non-profit programming partners for grant funding and co-execution on pre-career programming; and- Support 100WF’s Hong Kong Impact sub-committees and coordinate engagement opportunities for 100WF’s members as role models for teen girls and mentors for young women. -
ConsultantSustainable And Social Innovation Leadership Programme (Ssilp) Jan 2024 - PresentHong Kong SarThe HKU-UBS Sustainable and Social Innovation Leadership Programme (SSILP) is co-led by the Department of Social Work and Social Administration, University of Hong Kong and UBS. NGOs play a prominent role in developing society, improving communities and promoting the well-being of all. Leaders in NGOs are the key drivers who direct, shape, strategise, and energise the team to achieve these organisations’ missions. However, in Hong Kong, with the recent retirement tide of the baby-boomer generation and the increase in immigration of middle-age professionals to other countries, many local NGOs face challenges of a succession plan and have to appoint relatively green leaders.In view of the situation, there is a timely need to nurture this new or future generation of NGO leaders to maintain the effective functioning of the NGOs, which will benefit society as a whole eventually. Hence the HKU-UBS Sustainable and Social Innovation Leadership Programme was preliminarily launched in 2022. -
Chief Happiness OfficerBeing Mother Sep 2013 - PresentWorld -
Stay-At-Home MomHome Sep 2013 - Dec 2017Hong Kong- the proudest moment of my life to make the most important career move to allocate the time to two precious daughters
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Client Service ManagerGrace Financial Limited Jan 2011 - Sep 2013Hong Kong• Developing the entire client service system for the family office’s newly set up business development for external clients• Revamping all the reporting and client servicing interface by integrating closely with all parts of the company including investment, operation and compliance teams• Leading in all client-servicing functions for the family clients and other counterparts as well as external clients• Cooperating with portfolio managers in making investment decisions for the clients -
Sales DirectorValue Partners Group 惠理集團 Oct 2008 - Jul 2010Hong Kong• Being responsible for business development and client servicing with institutional investors including endowments, foundations, pension, insurance companies, sovereign wealth funds, financial institutions, fund of funds and family offices in US, Europe and Asia• Leading in sales pitch and fundraising over USD100million AUM from institutional clients in 11 months• Conducting marketing road shows and sales initiatives in US and Europe• Overseeing the RFP and follow up with all aspects of business development• Liaising with portfolio managers in product development and client review -
Senior Marketing ManagerJanus Capital Group Mar 2008 - Sep 2008Hong Kong• Overseeing all marketing functionality with financial institutions including insurances, retail banks, private banks and fund of funds for the Asia Pacific ex-Japan region• Conducting product training seminars to sales teams in financial institutions• Liaising with local and oversea distributors in promoting mutual fund products• Developing strategic product positioning with sales team and supporting client relations teamin servicing clients• Liaising with US headquarter and other international offices
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Sales DirectorValue Partners Group Sep 2005 - Mar 2008Hong Kong Sar -
Client Servicing ManagerLong-Term Asset Management Aug 2000 - Sep 2005Hong Kong Sar
Lena Wong, Cfa Skills
Lena Wong, Cfa Education Details
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Marketing & Finance -
Social Work -
Entrepreneurship/Entrepreneurial Studies
Frequently Asked Questions about Lena Wong, Cfa
What company does Lena Wong, Cfa work for?
Lena Wong, Cfa works for Womentors
What is Lena Wong, Cfa's role at the current company?
Lena Wong, Cfa's current role is From Finance to NGO | Impact maker on Sustainability | Gender Equality & Inclusion | Mother & Entrepreneur.
What is Lena Wong, Cfa's email address?
Lena Wong, Cfa's email address is le****@****ail.com
What schools did Lena Wong, Cfa attend?
Lena Wong, Cfa attended Simon Fraser University, The Chinese University Of Hong Kong, Founder Institute.
What skills is Lena Wong, Cfa known for?
Lena Wong, Cfa has skills like Leadership, Management, Sustainability, Business Development, Women's Issues, Marketing Strategy, Women Owned Business, Training, Strategic Planning.
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