Terry Wang Email & Phone Number

New York, US

We seek to partner with leading edge healthcare entrepreneurs that will benefit from the strategic, financial,operational and managerial expertise our team can bring to their growing business.

Brooklyn, NY, US

New York, New York, US

-Scaling operations: Develop and implement new operational processes to support ~2x members in new states-Project Lead: Led and coordinated Oscar's transition from ICD-9 to ICD-10 diagnosis codes, work closely with internal stakeholders and external vendors

Cambridge, MA, US

• Part-time work for a disruptive medical diagnostics startup, winner of 2013 Nokia X Prize
• Developed business and financial plans: Identified and sized new opportunities, presented to investors
• Business development: Developed feasibility studies for large business development partners

Zurich, Zurich, CH

• Product Development: Led the design, development, pricing, and marketing of a new portfolio of education travel products targeted at college professors; successful demo in Ireland
• Evaluated and built go-to-market plans for new, alternative education markets

Boston, MA, US

• Evaluated potential private equity investments across industries; actively involved in the strategy, operations, and eventual IPO of a leading consumer portfolio company.
• Focused on media, telecom, education, consumer, and retail industries. Research and analysis led to go/no-go investment decisions. Screened investment targets, modeled financials and returns, evaluated company and.
• Strategic benchmarking review: Led process for a portfolio company that resulted in a rationalized and more profitable product portfolio, more efficient distribution, and improved board dynamics and CEO span of control
• IPO of portfolio company: Crafted compelling IPO growth story and coached senior management on how to pitch company to investors, resulted in a highly successful IPO

Scranton, Pennsylvania, US

• Independent advisor to a leading B2C vocational education company
• Worked with senior mgmt to redesign their high school products and go-to-market strategy
• B2B strategy: Helped clarify value proposition and improved B2B product pipeline prioritization and specifications

Boston, MA, US

• Worked closely with executives at leading companies, private equity firms, and nonprofits to develop and implement strategy and tactics
• Project Mgmt (Program Management Office at Defense Co.): Led workplan design/development for various functions (HR, finance) that helped company successfully separate into 3 companies in less than a year
• Feasibility assessment of JV: Evaluated and sized ~$2B Middle East carbon fiber JV opportunity
• M&A due diligence: Projects for 8 different clients resulting in 4 deals that closed
• Survey team leader: Managed 15 callers who conducted phone surveys for private equity clients, increased number of quality surveys while lowering turnover and improving training of callers

• Actively involved with sales, marketing, and operations in a small, growing (~30 person) company that was India's largest lender to affordable private schools
• Customer segmentation: Improved data collection and analysis in order to segment and prioritize 1000+ potential school customers; optimized salesforce travel routes to save time and increase customer touch-points
• Client financial training program: Designed and implemented program for company’s customers that improved financial management and helped ensure near 100% school loan repayment rates
• Customer intake: Worked with sales, operations, and legal that helped cut loan processing times by more than half

Masters Of Business Administration

Ba, Economics, Finance And Management

Bs, Economics, Concentrations In Finance And Management

Education record