Michael Leung Email & Phone Number

Us

Us

Seattle, Washington, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

London, Gb

o Established minimum viable product scope and roadmap for digital banking data analytics platform o Manage methodology creation process and research for recommendation engines

Chicago, Il, Us

Product Managemento Manage cross-functional team of researchers, engineers and designers to create new data analytics product suite. 1 product and 2 prototypes to be launched in June.o Managed development of sustainable investment tool with a cross-functional team using Agile. Result: completion in 23 days, covered by national media, 10+ sales leads in two monthso Manage product vision, requirements, and roadmap for data analytics product suiteo Identify customer needs and business opportunities through ongoing market and user researcho Drive ongoing research agenda and review back-end methodology to ensure product reliability and integrityo Create go-to-market plan in partnership with Marketing and Sales to facilitate product launchResearch and Strategyo Optimized and restructured user research process for UXR team. Result: expanded panel of user testing participants by 25% in two months.o Expanded behavioral finance expertise and product lines beyond US markets to four global marketso Published peer-reviewed articles and presented at conferences to industry professionalso Presented research at Boulder Summer Conference on Consumer Financial Decision Making, Western Economic Association International Conference, and Financial Planning Association Annual Conference

Chicago, Il, Us

Product Strategyo Generated product management framework for streamlining decisions, experimentation and design thinking. Result: Framework adopted by 30 product managers and designers, and product solutions council o Advised 13 product teams on scope, survey design, product requirements, statistical analytics, defining metrics, rapid prototyping, product design, usability testing and marketing to drive better alignment with user needs. Result: Reduced time spent on discovery phase by 20%. o Facilitated new product development and prototyping workshops to prioritize stakeholder requirements and drive user-centered designo Delivered five prototypes in one year through building operational structure for behavioral science R&D lab o Developed strategic plan for data-driven product development with C-Suite executiveso Successfully built a business case for a new database to create investor-focused data analytics product suiteThought Leadership o Published spotlight piece on behavioral finance in Morningstar Magazine US and Japan for finance professionals (60k readership)o Presented on behavioral finance to 350 finance professionals at Morningstar’s flagship conferenceo Research featured in The New York Times, Forbes, Washington Post, CNBC, and The Boston Globe

Chicago, Il, Us

Date Analysis & Research• Developed consultative partnerships with external and internal clients around metrics and research methodology • Initiated and developed new metrics and capabilities in proprietary product by working across multiple departments (Data, Research, Legal, Product, Marketing)• Diagnosed and resolved more than 120 complex technical and quality issues monthly in proprietary database covering Open-End Mutual Funds, 529 Plans, Collective Investment Trusts, Closed End Funds, Exchange Traded Funds and Custom Funds • Analyzed financial data to determine Morningstar fund categories for 20 portfolios per month• Among 5 from among 40 applicants selected for Investment Management Research Apprenticeship Program • Built valuation models for equity research for midstream Oil & Gas and Healthcare industry• Built valuation models for credit research for Financial Services and Consumer Products industries Project Management & Process Improvement• Streamlined data collection workflow to shorten database process time by more than 50% • Innovated and improved process for data gathering, organization, and review using SQL query based analytics• Serve as technical expert and on-boarding resource for a team of 7 new staff• Improve quality of database and products through analyses and establishing quality assurance processes• Provide key insights and recommendations for cross-functional stakeholders to make business decisions • Manage Environmental, Social and Corporate Governance project to launch attributes in proprietary database• Managed high priority index project that reduced licensing cost by US$60,000 by focusing on data-driven decisions• Managed launch of Exchange Traded Mutual Funds in proprietary dashboard in collaboration with institutional clients

Eiko Otake is a movement-based, interdisciplinary artist that received a MacArthur Fellowship in 1996 as part of Eiko & Koma. A Body in a Station bears witness to human transformation. People traversing the space are literally and figuratively in transition from one state to another—from home to work, from high school to college, from loneliness to an encounter and sometimes the reverse. Many are rushing to and fro; many are waiting. Some have no other place to go. In the construct of a performance where viewers are not in darkness, rather walking by or gathering around the performer, observers are themselves being observed, by each other and by the lone Eiko.Part of Lower Manhattan Cultural Council's River to River Festival.Review featured in New York Times: https://www.nytimes.com/2015/06/25/arts/dance/eiko-otake-holds-a-mourning-service-at-rush-hour.html?_r=1

Middletown, Ct, Us

• Investigated effects of recent changes in German labor policy on labor participation through econometric methods• Led weekly TA sessions and grading assignments for 85 students in two economic courses: Microeconomics and Economic Theory

Los Angeles, Ca, Us

• Developed two-year leadership strategy roadmap for management executives in Investment Operations • Interviewed over 40 senior-level management executives on process improvement within Investment Operations• Conducted research on best industry practices for talent development and retention strategy• Deliver presentation of findings and recommendations to senior-level management executives• Interviewed more than 100 Investment Professionals across departments to gain deep knowledge of American Funds and the investment management industry

• Conducted statistical analysis on 1300 patients to investigate demographic and behavioral patterns of people who tested positive for HIV and other sexually transmitted infections• Provided recommendation to better target high-risk patients in Rhode Island

Middletown, Ct, Us

• Provide support to curatorial projects by gathering and analyzing historical and scholarly texts on art, visual and object location information and budgetary data.• Help with writing, editing, and researching of exhibition materials

Minato-Ku, Tokyo, Jp

• Organized fundraising and marketing aspects of the 2013 British Business Awards • Managed nomination process in five key categories that recognize innovation, entrepreneurship, diversity, and social contributions in Japan• Attended by 300 representatives from 150 member companies

Middletown, Ct, Us

• Conducted research and translation for the book “Colors of Veracity” by Vera Schwarcz, Freeman Professor of East Asian Studies

Middletown, Ct, Us

• Organized diversity initiatives and facilitate conversation between administration and student body on campus• Organized campus-wide events such as Pride Month, April Awareness Month, and Social Justice Leadership Conference • Planned and executed youth peer-mentoring program and Diversity Week for 1600 students in Middletown High School

Middletown, Ct, Us

• Lead admitted students and families through an intensive Wesleyan orientation experience• Communicate knowledge of Wesleyan campus life to help prepare students to transition to university life• Facilitate conversations with admitted students around diversity, inclusion and social justice

Middletown, Ct, Us

• Managed relationships with alumni and employers• Independently organized library of 700 books

Middletown, Ct, Us

• Handle queries about exhibitions from general public• Organize educational programs for high school students

Naifaru, Mv

• Raised $200,000 through writing four successful grants to International Aid Agencies (UNDP, UNFPA, World Bank) • Developed and grew international volunteer program from scratch; recruited and managed 10 volunteers

Washington, Dc, Us

• Produced and Translated Connecticut’s official commercial promotional video to China to foster business ties with Chinese investors

Sg

• Worked closely with International Olympic Committee and Government of Singapore to manage production of multi-million dollar contracts and government bid processes for more than 200 types of costumes, props, logistical and human resource requirements• Tracked department budget of US$5 million with Excel, and generated weekly report on expenditure for Chairperson• Established tailored procurement process based on IOC legal and compliance policy that resulted in 40% increase in efficiency

Sg

• Managed budget of US$10,000 and handled administrative request of funds efficiently within three days of request• Recipient of Best Soldier Award for performing excellently and showing strong initiative• Completed Basic Military Training and Sergeant Training Camp• Promoted to the rank of Corporal

Master Of Business Administration - Mba, Finance & Real Estate

Bachelor’S Degree, Economics; History; East Asian Studies

Bachelor'S Degree, International Business