Yu-Wen Wang Email & Phone Number
Who is Yu-Wen Wang? Overview
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Yu-Wen Wang is listed as MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust at Woodland Horse Holdings LLC, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Yu-Wen Wang.
Yu-Wen Wang previously worked as Investment Advisor & Data Analyst at Private Trust (Confidential) and Audit Intern at Pwc. Yu-Wen Wang holds Master Of Science - Ms, Applied Analytics from Columbia University.
About Yu-Wen Wang
As an Investment Advisor at a Private Trust, I manage a portfolio of real estates, equities and etc., focusing on long-term wealth growth and preservation through a proactive and data-driven approach. Currently pursuing a Master of Science in Applied Analytics at Columbia University, I combine curiosity and creativity to identify undervalued assets, optimize investment strategies, and develop Python-based risk management frameworks that ensure steady financial growth. I have a deep passion for mathematics and quantitative finance, dedicating over 70% of my free time to exploring these fields.
Yu-Wen Wang's current company
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Yu-Wen Wang work experience
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Investment Advisor & Data Analyst
Current- Collected and processed ETF data from multiple sources using R libraries such as dplyr and quantmod, analyzing over 200 ETFs to evaluate performance based on historical returns, volatility, and liquidity metrics.
- Applied linear regression models in R to identify trends and forecast future ETF performance, optimizing asset allocation decisions.
- Used kmeans() function for k-means clustering in R to group ETFs based on their risk-return profiles, allowing for more diversified and risk-adjusted portfolio management.
- Extracted and analyzed real estate data from Zillow using R web scraping libraries like rvest and httr, evaluating market trends and identifying undervalued properties for investment.
- Participated in real estate purchase transactions, coordinating with legal and tax professionals to structure deals under trust frameworks, and ensuring compliance with regulatory and tax considerations.
Audit Intern
- Utilized PwC’s Aura Platinum software to perform financial audits, reconciling accounts and validating financial data for compliance with IFRS standards.
- Assisted in auditing publicly-traded corporate accounts worth over $50M, focusing on detecting discrepancies in financial statements.
- Organized and reviewed client-provided financial documents, including general ledger, accounts receivable, and accounts payable, streamlining the documentation process and improving audit efficiency.
- Collaborated with audit teams and communicated with clients to assess risk exposure and ensure financial accuracy through detailed account checks and evidence validation.
Food Service Worker
- Worked 20-30 hours per week across 4-6 shifts, serving meals to over 300 students daily at Warren Tower.
- Assisted chefs in preparing and serving meals during peak lunch and dinner hours, ensuring food met safety and quality standards.
- Prepared raw ingredients, including broccoli, chicken, and mushrooms, with precise chopping and portioning techniques.
- Cleaned and sanitized kitchen stations and equipment regularly to meet hygiene and safety requirements.
- Managed inventory by reporting stock levels and ensuring essential ingredients were available, minimizing food shortages and waste.
- Provided meals tailored to specific dietary needs, ensuring students with diverse dietary restrictions were accommodated.
Marketing Intern
- Conducted 4 hours/week of research on autogyro R&D, competitors, and market trends, influencing product development discussions.
- Analyzed helicopter usage and market data in China, contributing to a preliminary marketing strategy for gyroplanes.
- Translated brochures, leading to a 15% increase in inquiries from Chinese-speaking customers.
- Identified 3 potential distribution channels in Asia, contributing to a regional partnership report.
Business Analyst Intern
- Analyzed mobile app performance metrics, focusing on UI functionality and operational efficiency, contributing insights for feature improvement discussions.
- Created Excel reports on issues like loading times and data accuracy, aiding the app improvement roadmap.
- Assisted in A/B testing of UI changes, contributing to updates that enhanced user experience and engagement.
- Collaborated with UX designers and product managers, providing feedback that contributed to a minor increase in user retention.
- Presented findings to supervisors, gaining communication skills and experience in data-driven decision-making.
Yu-Wen Wang education
Master Of Science - Ms, Applied Analytics
Bachelor Of Arts - Ba, Economics
Frequently asked questions about Yu-Wen Wang
Quick answers generated from the profile data available on this page.
What company does Yu-Wen Wang work for?
Yu-Wen Wang works for Woodland Horse Holdings LLC.
What is Yu-Wen Wang's role at Woodland Horse Holdings LLC?
Yu-Wen Wang is listed as MS in Applied Analytics Student @ Columbia University | Investment Advisor & Data Analyst @ Private Trust at Woodland Horse Holdings LLC.
Where is Yu-Wen Wang based?
Yu-Wen Wang is based in New York, New York, United States while working with Woodland Horse Holdings LLC.
What companies has Yu-Wen Wang worked for?
Yu-Wen Wang has worked for Woodland Horse Holdings Llc, Private Trust (Confidential), Pwc, Boston University, and Skyworks Global Inc..
How can I contact Yu-Wen Wang?
You can use AeroLeads to view verified contact signals for Yu-Wen Wang at Woodland Horse Holdings LLC, including work email, phone, and LinkedIn data when available.
What schools did Yu-Wen Wang attend?
Yu-Wen Wang holds Master Of Science - Ms, Applied Analytics from Columbia University.
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