Wayne Ma
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Wayne Ma Email & Phone Number

VP International consultant at Charles Schwab
Location: West Covina, California, United States 5 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
VP International consultant
Location
West Covina, California, United States
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Who is Wayne Ma? Overview

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Quick answer

Wayne Ma is listed as VP International consultant at Charles Schwab, a with 33019 employees, based in West Covina, California, United States. AeroLeads shows a matched LinkedIn profile for Wayne Ma.

Wayne Ma previously worked as Director Institutional Sales at Hft Investment Management 海富通基金管理有限公司 and Channel Sales Manager at Bank Of Communications Schroder Fund Management Co. Ltd.. Wayne Ma holds Master Of Business Administration (M.B.A.), Mba from Tsinghua University.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Wayne Ma

With over 13 years of expertise in fundraising, I have honed a robust skill set that aligns with the dynamic needs of today’s financial markets. My career highlights include:- **Fundraising Excellence**: Successfully raised substantial capital, demonstrating persistent efficacy and strategic insight.- **Industry Connections**: Established strong networks within China’s secondary market, leveraging these relationships to facilitate significant financial transactions.- **Client Relationship Management**: Proficient in catering to high net worth individuals, providing tailored financial advice and products.- **Sales Achievements**: - Sold individual insurance products worth $10 million. - Distributed $1 billion in fund shares to individual investors. - Facilitated the transfer of $10 billion in fund shares to institutional clients.I am dedicated to providing top-tier financial solutions, utilizing my extensive knowledge and network to meet and exceed client expectations in a competitive landscape.

Listed skills include 领导力, Microsoft Office, 经营策略, 财务分析, and 5 others.

Current workplace

Wayne Ma's current company

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Charles Schwab
Charles Schwab
VP International consultant
Frisco, TX, US
Website
Employees
33019
AeroLeads page
5 roles

Wayne Ma work experience

A career timeline built from the work history available for this profile.

Director Institutional Sales

Institutional Sales Manager | 海富通2018 - Present • Transition to Institutional Sales: Embraced the challenge of institutional sales starting in 2018, demonstrating rapid adaptation and skill acquisition in a complex environment. • Regional Impact: Focused on the northern region of China, where I significantly contributed to my team’s success. • Notable Achievements: • Drove over 30% of the team’s revenue growth over four years through strategic client engagement and effective sales tactics. • Successfully managed and distributed 10 billion shares of fund investments, substantially boosting our market presence and financial performance.

Channel Sales Manager

Cn

Channel Sales Manager | 交银施罗德2011 - 2015 • Territorial Sales Management: Managed sales activities across multiple cities in the northern regions of China, including Hebei, Shandong, and Shanxi Provinces. • Client Relations and Sales Strategy: Cultivated strong relationships with key stakeholders at local bank branches, from branch presidents to sales personnel and government officials. Implemented diverse strategies to open sales channels and enhance fund distribution. • Financial Impact: • Successfully raised over 2 billion in funds, consistently driving significant revenue growth. • Contributed to at least 20% of the team’s overall revenue, highlighting my ability to effectively manage and expand sales channels.

Aug 2011 - Jun 2015

Sales Manager

Cn

Sales Manager | 中国农业银行 (ABC)2009 - 2011 • Early Career Foundation: Began my professional journey in the finance sector with ABC, one of the largest banking institutions in China, where I honed my sales and client service skills. • Sales Performance: • Excelled in selling insurance and fund share products, achieving nearly 10 million in insurance sales and 30 million in fund shares. • Recognized as the top sales performer in my branch for 2010, demonstrating exceptional ability in client acquisition and product promotion. • Passion for Client Service: Leveraged my interest in sales and client service to consistently exceed sales targets and provide value to both the company and our clients.

Jul 2009 - Jul 2011
Team & coworkers

Colleagues at Charles Schwab

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4 education records

Wayne Ma education

Master Of Business Administration (M.B.A.), Mba

Tsinghua University

Mba, Mba

Copenhagen Business School

Education record

Mit Sloan School Of Management

Bachelor'S Degree, Investment

Central University Of Finance And Economics
FAQ

Frequently asked questions about Wayne Ma

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

What company does Wayne Ma work for?

Wayne Ma works for Charles Schwab.

What is Wayne Ma's role at Charles Schwab?

Wayne Ma is listed as VP International consultant at Charles Schwab.

Where is Wayne Ma based?

Wayne Ma is based in West Covina, California, United States while working with Charles Schwab.

What companies has Wayne Ma worked for?

Wayne Ma has worked for Charles Schwab, Hft Investment Management 海富通基金管理有限公司, Bank Of Communications Schroder Fund Management Co. Ltd., and 中国农业银行.

Who are Wayne Ma's colleagues at Charles Schwab?

Wayne Ma's colleagues at Charles Schwab include Brian Rodenbeck, Lana Furman, Denise Rajotte, Frank Palmieri, and Peter Shim.

How can I contact Wayne Ma?

You can use AeroLeads to view verified contact signals for Wayne Ma at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Wayne Ma attend?

Wayne Ma holds Master Of Business Administration (M.B.A.), Mba from Tsinghua University.

What skills is Wayne Ma known for?

Wayne Ma is listed with skills including 领导力, Microsoft Office, 经营策略, 财务分析, 经济学, 项目管理, 金融建模, and Microsoft Powerpoint.

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