Jerry Wang Email & Phone Number

Ottawa, Ontario, Canada

• Owned end-to-end analytics workflows for opening and funding 200+ multi-asset accounts, collaborating cross-functionally to improve KYC verification and increase authorization success by 70%.
• Proactively reduced operational inefficiencies by streamlining management of 400+ accounts, handling transfers and inquiries, and cutting turnaround time by 40%.

Ottawa, Ontario, Canada

• Engaged with customers using tech-enhanced tools to plan orders and offer recommendations, improving customer satisfaction by 15%.
• Managed inventory for 40+ products using tech-enabled systems, ensuring freshness and availability.

• Implemented A/B testing on marketing campaigns to identify the most effective messaging and channels, boosting event awareness and lead generation by 26%.
• Analyzed campaign performance metrics to inform strategic outreach, generating over 5,000 industry leads through data-driven insights.
• Utilized Salesforce to unify customer data, improving sales tracking and increasing client retention by 18%.

• Analyzed complex financial data of 50+ institutional investors to enhance asset allocation insights, contributing to a data-driven culture by enriching the company database.
• Developed scalable analytics solutions using advanced SQL, improving performance metrics and report generation efficiency by 30%.
• Used advanced Excel and SWFI system to manage AUM data, increasing database accuracy and detail by 20%.

Ottawa, Ontario, Canada

• Conducted A/B testing on digital ad campaigns to optimize content and placement, increasing lead generation by 12%.
• Analyzed website user behaviour to implement A/B tests on site navigation, resulting in a 2x improvement in UI navigation ease.
• Managed office operations by building relationships with 15+ stakeholders and brokers while also handling administrative tasks.