Yi (Kelly) Yang Email & Phone Number

Beijing City, China

Jersey City, Nj

3 Metrotech Center, Brooklyn, Ny

• Assisted management team with client onboarding operations and KYC lifecycle management by generating metrics and reports of five regional teams to monitor projects statuses and evaluate teams’ performances.• Worked with operation, technology and MIS team to integrate data feeds by using Access and Excel to ensure consistency and accuracy of data across business lines.• Performed data quality diagnostics, investigated possible data errors and remediated inaccurate data by using tools in Excel such as filter, Macro, V/H Lookup and Pivot tables to ensure data integrity.• Used SQL, Excel and internal reporting system to create repeatable reports for regional team leads and senior managers. • Visualized data to discover trends, patterns, correlations by using charts and graphs in Excel/MS PowerPoint and presented to management team in order to assist with project management and process optimization. • Collaborated with technology team to facilitate resolving the system glitches/errors of Client Onboarding (COB) platform.• Completed KYC reports by verifying client’s identifications, composing source of wealth (SOW) narratives and drafting AML risk summaries in order to meet government regulatory and internal compliance policies.

Master'S Degree, Finance

Activities and Societies: Whitman Consulting club, Whitman Financial Management Association, Whitman Graduate Student Organization (WGSO).

Bachelor Of Science (Bs), Finance, General

Activities and Societies: ENACTUS Chongqing University Team, Huxi Radio Station, Student Association- Public Relation TeamAnnouncer, Huxi.