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Ping Wang Email & Phone Number

Financial Consultant | Personal Investing at Fidelity Investments
Location: United States 6 work roles 2 schools
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Current company
Role
Financial Consultant | Personal Investing
Location
United States
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Who is Ping Wang? Overview

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Ping Wang is listed as Financial Consultant | Personal Investing at Fidelity Investments, a with 52767 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Ping Wang.

Ping Wang previously worked as Senior Financial Advisor at Tiaa and Managing Consultant | Relationship Manager at Tiaa. Ping Wang holds Master'S Degree, Of Business Administration (Mba) from Fordham Gabelli School Of Business.

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Fidelity Investments

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About Ping Wang

Ping Wang is a Financial Consultant | Personal Investing at Fidelity Investments.

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Ping Wang's current company

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Fidelity Investments
Fidelity Investments
Financial Consultant | Personal Investing
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
6 roles

Ping Wang work experience

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Financial Consultant | Personal Investing

Current

Managed 40 institutional client relationships and $8 million in annual revenue for Fidelity’s equity execution business as day-to-day coverage. Clients ranged in size from start-up hedge funds to the largest domestic asset managers. Met with clients to determine their trading needs, discussed equity market structure, order routing, and optimal liquidity seeking alternatives. Designed custom execution strategies for clients reducing their transaction costs and increasing product adoption. Cross-sold high touch execution services, CSAs and introduced appropriate hedge fund clients to Fidelity prime brokerage.

Apr 2022 - Present

Senior Financial Advisor

As the owner and Senior Financial Advisor, I seek to offer a full service financial company specializing in personalized investment and retirement planning for individuals and small businesses.

Dec 2017 - Apr 2022

Managing Consultant | Relationship Manager

• provide support for brokerage windows within 401k plans• deliver excellent customer service to all customers in a fast pace environment• process Equity, Mutual Fund, and Fixed income trades

May 2015 - Nov 2017

Investment Risk Analyst

Portware EMS East Coast sales representatives focus on improving client transaction performance through advanced analytics, transaction visualization and workflow automation.Provide consulting services to potential clients, advising top leadership (CTO, COO, Head Trader and Head of Trading Technology) on the best way to achieve strategic goals through FactSet solutions. Extensive experience in independently developing sales leads and potential client contacts through in-depth industry research and understanding of market environment, competitor products and regulatory developments. Attract new prospects by structuring deals (pricing, contract terms, etc.) to achieve the best terms for clients and FactSet.Implement and refine sales strategies aimed at leveraging FactSet's client network to sell new solutions and maximize associated revenue. Build relationships with other salespeople within the FactSet franchise to ensure deal solutions are part of the sales pitch.Work closely with relevant teams (Product Managers, Relationship Managers, and Sales) and other company-wide resources (Marketing, Legal, Compliance, etc.) to ensure that all risk management/compliance activities related to business development activities are executed and captured. Track and report on business development results for senior leadership to identify trends, opportunities and potential areas of focus.

Sep 2013 - Apr 2015

Financial Engineer

Developed fixed income analytics features that are used concurrently by a number of FactSet Fixed Income Products: Fixed Income Portfolio Analysis, Fixed Income Explorer, Fixed Income Manager.Focused on cash flow modeling for various fixed income products.

Jul 2010 - Aug 2013

Quantitative Trading Analyst Intern

Gmo, Quantitative Equity

Revised and developed generic trading schedule optimizer in C++ to make it capable of connecting to any trading systemImplemented trading schedule optimizer API for KDB database systemDesign and implemented simulator for testing trading quality in Q languageAnalyzed trading quality using various short term signals under informed trading strategy

Nov 2009 - Jun 2010
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Colleagues at Fidelity Investments

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2 education records

Ping Wang education

FAQ

Frequently asked questions about Ping Wang

Quick answers generated from the profile data available on this page.

What company does Ping Wang work for?

Ping Wang works for Fidelity Investments.

What is Ping Wang's role at Fidelity Investments?

Ping Wang is listed as Financial Consultant | Personal Investing at Fidelity Investments.

Where is Ping Wang based?

Ping Wang is based in United States while working with Fidelity Investments.

What companies has Ping Wang worked for?

Ping Wang has worked for Fidelity Investments, Tiaa, Wellington Management, Factset, and Gmo, Quantitative Equity.

Who are Ping Wang's colleagues at Fidelity Investments?

Ping Wang's colleagues at Fidelity Investments include Thomas Weymouth, Douglas Gordon, Ross Barbee, Craig Hogan, and Maureen Wasylak.

How can I contact Ping Wang?

You can use AeroLeads to view verified contact signals for Ping Wang at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Ping Wang attend?

Ping Wang holds Master'S Degree, Of Business Administration (Mba) from Fordham Gabelli School Of Business.

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