Nathan Wong

Nathan Wong Email and Phone Number

Loan Originations and Pricing @ Upgrade, Inc.
New York, NY, US
Nathan Wong's Location
New York, New York, United States, United States
Nathan Wong's Contact Details

Nathan Wong personal email

n/a

Nathan Wong phone numbers

About Nathan Wong

Nathan Wong is a Loan Originations and Pricing at Upgrade, Inc.. He possess expertise in financial modeling, analysis, corporate finance, management, financial analysis and 3 more skills.

Nathan Wong's Current Company Details
Upgrade, Inc.

Upgrade, Inc.

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Loan Originations and Pricing
New York, NY, US
Nathan Wong Work Experience Details
  • Upgrade, Inc.
    Loan Originations And Pricing
    Upgrade, Inc.
    New York, Ny, Us
  • Sofi
    Pricing And Analytics
    Sofi May 2022 - Present
    San Francisco, California, Us
  • American Express
    Director - Us Consumer Lending - Pricing And Analytics
    American Express Jan 2021 - Jul 2022
    New York, Ny, Us
    - Head of pricing and analytics for US Personal Loans and Consumer Lending Promotional Pricing Program- Lead global team across New York and India- Lead product development and execution of pricing features, manage test and learn program, and run business reporting- Partner with cross functional teams to define strategy and product optimization by leveraging advanced analytics and machine learning
  • American Express
    Senior Manager - New Product Analytics And Product Strategy
    American Express May 2017 - Jan 2021
    New York, Ny, Us
    - Successfully launched new lending product Pay It Plan It- Set up various test and learn scenarios to analyze and evolve product through use of SQL, Hive, and SAS- Track and analyze web and mobile activity through Adobe Analytics- Develop various models to optimize product enhancements such as a customized duration strategy - Execute and implement product enhancements including technical design & build and legal & compliance due diligence- Forecast and design reporting to track performance ensuring product meets financial goals and adjust product strategy accordingly- Ideate potential new products, enhancements, size opportunity, and develop strategy
  • American Express
    Finance Manager - Strategic Business Analysis, Corporate Planning & Analysis
    American Express Aug 2014 - May 2017
    New York, Ny, Us
    - Collaborate with internal business partners to develop investment plans, drive portfolio performance, and deliver various investment goals such as acquiring over $50B in incremental customer spend- Executed on and received approval from senior leadership for over $700M in incremental investments within tight deadlines- Develop future investment strategies by analyzing customer spend trends through SQL, near term spend margins, and consumer product portfolio efficiencies- Identified evolving business priorities & developed a corresponding investment framework for executive audience- Trained new analyst and manager on card economics, investment optimization and calculation of different metrics
  • Golden Seeds
    Summer Analyst
    Golden Seeds Jun 2013 - Aug 2013
    New York, Us
    - Performed due diligence process for potential deals including patent reviews, competitive landscape, market size, and management team research- Completed market research and worked with entrepreneurs during fund raising process- Implemented financial modeling and analysis for portfolio companies- Developed acumen in valuation, venture term sheets, corporate governance, due diligence process, M&A process and financial analysis- Evaluated potential portfolio acquisitions with investment committee
  • Indian Health Service
    Engineer
    Indian Health Service 2009 - 2012
    Rockville, Md, Us
    - Managed more than $3.5 MM in construction projects and equipment funds; worked in partnership with tribes to determine best use of funds to maintain and construct healthcare facilities - Managed sensitive relationships between the Federal Government and over 30 Native American tribes- Oversaw annual construction pool of over $2 MM for maintenance and improvement of 108 facilities totaling over 250,000 sq. ft.; supervised construction projects such as new ambulatory healthcare clinic and new living quarters for ambulance crew- Procured property for treatment centers with estimated construction cost of $20MM- Supervised multiple sub-contractors to develop environmental clearances - Scheduled land acquisitions, obtained required permits, and collaborated with multiple authorities including local Congress Members, hospitals, UC Davis, Dept. Historic Preservation, Fish and Wildlife, county board of supervisors- Administered public information meetings to build relationships with local community
  • Murphy Burr Curry, Inc
    Project Engineer
    Murphy Burr Curry, Inc 2008 - 2009
    - Analyzed school and commercial buildings including Hanna Boys Center, Fairmount Elementary for seismic compatibility; worked with clients to recommend best action to mitigate structural risks- Completed structural design for new construction including Neiman Marcus Walnut Creek, a 92,000 sq. ft. department store; designs included advanced modeling of structure, mathematical analysis of structural members, and in depth seismic analysis of structure- Completed structural design for upgrades including new staircases, elevator pit fill in, trash compactor pad, new roof, ventilation units, new balcony; project included managing construction team to ensure timely and accurate delivery
  • Urs Corporation
    Summer Intern
    Urs Corporation 2007 - 2007
    San Francisco, Ca, Us
    - Assessed socioeconomic benefits of new rail line between California and Nevada to carry nuclear waste- Produced economic and structural feasibility reports for Nevada Rail Line & Transbay Project
  • J. Roger Preston Ltd.
    Summer Trainee
    J. Roger Preston Ltd. 2006 - 2006
    - Collaborated with upper management to produce HVAC replacement plan for Hong Kong Exchange Square; helped pitch plan to client

Nathan Wong Skills

Financial Modeling Analysis Corporate Finance Management Financial Analysis Finance Strategy Sql

Nathan Wong Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Master Of Business Administration (Mba)
  • General Assembly
    General Assembly
    Data Science
  • Columbia University
    Columbia University
    Civil Engineering
  • Occidental College
    Occidental College
    Physics
  • Sacramento Country Day
    Sacramento Country Day

Frequently Asked Questions about Nathan Wong

What company does Nathan Wong work for?

Nathan Wong works for Upgrade, Inc.

What is Nathan Wong's role at the current company?

Nathan Wong's current role is Loan Originations and Pricing.

What is Nathan Wong's email address?

Nathan Wong's email address is na****@****exp.com

What is Nathan Wong's direct phone number?

Nathan Wong's direct phone number is .212.640*****

What schools did Nathan Wong attend?

Nathan Wong attended Nyu Stern School Of Business, General Assembly, Columbia University, Occidental College, Sacramento Country Day.

What skills is Nathan Wong known for?

Nathan Wong has skills like Financial Modeling, Analysis, Corporate Finance, Management, Financial Analysis, Finance, Strategy, Sql.

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