Yang Chen Email & Phone Number

40 Temperance St

Help drive and support the execution of GWM (Global Wealth Management) strategic goals and priorities by creating and managing reporting that provides insight to the risk program for GWM's senior management.

100 Yonge Street, ON

• Led business intelligence for business line (50+ Bn assets and liabilities); created functional capabilities from the ground up and highly recognized by executives and cross functional partners
• Developed Small Business executive-level dashboard and responsible for monthly data update through cross-team collaboration
• Managed 30+ MIS reports and completed 100+ analytics initiatives to 10+ stakeholders
• Implemented key data enhancements and data security control in SBP360 (the No. 1 report over 1 billion annual view) and provided marketing support during its national launch
• Created analytics strategy to track 200+million sales of 30 virtual advisors in 100+ branches which saved management team 10 hours per month by consolidating sales, activities and leads data
• Designed GBP Pilot data framework to track 100+ SBAs’ cash management product sales weekly and managed their monthly credit process

Ontario, Canada

• Accomplished customer segmentation project from scratch and presented the whole project to executive and advanced analytics teams from leading Insurance Companies; deepen relationship with current customers and wore.
• Performed leads quality analysis and presented the insight to executives to strategically focus on the FSAs with higher success rate and saved the cost
• Conducted in-depth calling record analysis to evaluating workload of each officer to develop effective communication strategy with limited resources; boosted capability by 10% to handle more customer service calls

中国 广东 深圳

• Managed the operation team of 10 people to enhance the product and increase customer usage through effectively collaborating with sales, branding and R&D departments
• Diversified long-term revenue flow and collaborated with the CEO, COO to build the business model
• Created operational data strategy; enable higher managers to access to real-time operation data through interactive dashboards
• Identified the root cause of issues by analyzing the data collected from multiple resources; presented operation performance to executives weekly
• Completed 5+ training lectures to cross-function departments to understand the product new features and various operational scenarios

Shanghai

• Satisfied customers’ business needs by transferring them into specific function requirements and utilizing and program development skills to design new functions.
• Improved the stability of the software by applying strong problem-solving skills in figuring out the hidden cause of the problems and modified them accurately.
• Accomplished the regular designing and updating of product related documents by deeply understanding the features of the product and the customer oriented need to deliver customer a set of updated product information.
• Enhanced the efficiency of the cross-department collaboration by learning software management tools ClearCase and ClearQuest in a short time and applied them to the real working environment to guarantee the projects.

Xi‘an, Shaanxi, China

• Improved the performance of the product by maintaining the software in VLR (Visited Location Register, a part of Mobile Switching Center) through designing new features, diagnosing the faults and making a patch program.
• Met deadlines and quality requirements of IBM DB2 to Oracle database migrating project by quick self-learning, ensuring the whole project be accomplished in 2 months with high quality delivering.
• Reduced programming errors and enhanced the stability of products by learning the testing software configuration and application and creating automation test cases.
• Improved efficiency by understanding and applying the agile methodology in the daily work.

Mba

Master'S Degree, Communication And Information System

Bachelor'S Degree, Communication Engineering

Education record