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@firstrepublic.com
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Shee-Yee Wu, Mba is listed as Passion for Business Transformation through Technology | Diverse experiences in Financial Services | Enthusiastic People Leader and Team Builder at AssetMark, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 800, and a matched LinkedIn profile for Shee-Yee Wu, Mba.
Shee-Yee Wu, Mba previously worked as Director of Workflow Digitization at Assetmark and Vice President of Product Management at First Republic Private Wealth Management. Shee-Yee Wu, Mba holds Master Of Business Administration (Mba) from University Of California, Berkeley, Haas School Of Business.
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AeroLeads found 1 current-domain work email signal for Shee-Yee Wu, Mba. Compare company email patterns before reaching out.
Early in my career, I had the privilege of launching a Hong Kong-based trading platform for Schwab. That role, and those that followed, leveraged my love of bringing complex ideas to life, which, added to my entire career, collectively represent leadership on product launches, automation initiatives, and organizational improvements.My leadership is centered on creating infrastructures and technology solutions that align with evolving business needs, while managing change to enhance client experiences and mitigate risk. I enjoy serving as the “hub” of a complicated wheel, joining forces with partners and teams to turn ideas into reality to impact our business and clients in big ways. I am energized when building and leading cross-functional teams who uphold high standards of collaboration. As a seasoned leader, I am also mindful of the regulatory environment we work in and appreciate the criticality of strong controls and proper oversight. There is always room to grow the business in the right ways.
Listed skills include Product Management, Project Management, Leadership, Financial Services, and 27 others.
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A career timeline built from the work history available for this profile.
Concord, California, US
Deliver industry-leading workflow solutions to provide clients with a streamlined and efficient process. Lead a team of product owners in collaboration with Technology, PMO, and stakeholders within the Operations & Service organization.
US
Drive enhancements and utilization of the technology platforms (including Salesforce) for the Private Wealth Management organization; Partner with internal stakeholders to identify opportunities to increase user engagement; Collaborate with the platform vendors to expand capabilities of our tools to align with business and client needs
Westlake, Texas, US
Cultivation of Schwab’s insurance and annuity line growth, managing operations, technology platform roadmapping, development, and automation; risk management and FINRA/state compliance; and support of the existing product line.Activities include creating positive client experiences, service level improvements, business infrastructure development and.
Westlake, Texas, US
Client services/operations (e.g., executive trading), risk management (e.g., trade reviews, audits), and special project leadership across Restricted Stock Service’s primary customer segments, including Big 4-led consulting engagement determining the division’s roadmap. Management of up to 30-member teams.Highlights include increasing assets through.
Westlake, Texas, US
Analyzed global expansion opportunities. Served as on-site project manager launching HKD trading platform, with leadership including technology, regulatory/legal considerations, treasury/banking requirements, finance/accounting, marketing, and staff training.
Dublin 2, IE
Supervised 10-member team on pioneering customer service system (CSS) impacting 1.2 million customers. Analyzed requirements and designed system modifications for Chicago, Atlanta, New York, and California utility companies implementing the CSS.
Other employees you can reach at assetmark.com. View company contacts →
Allison Haase
Colleague at Assetmark
United States, United States
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Kyle Quintero
Colleague at Assetmark
Walnut Creek, California, United States, United States
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Scott Hilger
Colleague at Assetmark
Surprise, Arizona, United States, United States
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Carla Mannix
Colleague at Assetmark
San Francisco Bay Area, United States
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Brady Ettenson
Colleague at Assetmark
Phoenix, Arizona, United States, United States
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John Lopez
Colleague at Assetmark
Phoenix, Arizona, United States, United States
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Jason Cornejo
Colleague at Assetmark
Scottsdale, Arizona, United States, United States
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Alicia Reed
Colleague at Assetmark
Greater Phoenix Area, United States
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William Cassidy
Colleague at Assetmark
Lafayette, California, United States, United States
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BB
Bill Bogdanovich
Colleague at Assetmark
San Ramon, California, United States, United States
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Quick answers generated from the profile data available on this page.
Shee-Yee Wu, Mba works for AssetMark.
Shee-Yee Wu, Mba is listed as Passion for Business Transformation through Technology | Diverse experiences in Financial Services | Enthusiastic People Leader and Team Builder at AssetMark.
AeroLeads has found 1 work email signal at @firstrepublic.com for Shee-Yee Wu, Mba at AssetMark.
AeroLeads has found 1 phone signal(s) with area code 800 for Shee-Yee Wu, Mba at AssetMark.
Shee-Yee Wu, Mba is based in San Francisco Bay Area, United States, United States while working with AssetMark.
Shee-Yee Wu, Mba has worked for Assetmark, First Republic Private Wealth Management, Charles Schwab, and Andersen Consulting.
Shee-Yee Wu, Mba's colleagues at AssetMark include Allison Haase, Kyle Quintero, Scott Hilger, Carla Mannix, and Brady Ettenson.
You can use AeroLeads to view verified contact signals for Shee-Yee Wu, Mba at AssetMark, including work email, phone, and LinkedIn data when available.
Shee-Yee Wu, Mba holds Master Of Business Administration (Mba) from University Of California, Berkeley, Haas School Of Business.
Shee-Yee Wu, Mba is listed with skills including Product Management, Project Management, Leadership, Financial Services, Management, Business Strategy, Strategy Execution, and Business Process Improvement.
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