Katherine Wang
SAN JOSE,CA
Summary
An multi-talented deal executor with Can Do Attitude. A result driven project manager with extensive high tech industry NPI strategic and operational experience . A successful financial professional with exceptional skills in due diligence, financial analysis and deal exploring, proven tract record of driving revenue growth, fostering key relationships and exploring new opportunities. Adaptable and reliable, consistently achieving high-impact results in dynamic environment.
Overview
26
26
years of professional experience
1
1
Certification
Work History
VP Investment/Senior Financial Advisor
Wells Fargo Advisers LLC
10.2022 - Current
- Build and managed a book of $120MM AUM, generate $450K T12 revenue in just 22 months of production;
- Ranked #5/ 2023, #1 /2024 of New Adviser Net New Money Growth at Silicon Valley Market
VP Investment/Financial Advisor
JP Morgan Chase Bank,N,A
08.2020 - 10.2022
- Built and managed a book of $50MM AUM, generated $28k T12 revenue in just 18 months production
- #1 at the Stevens Creek Branch, #7 at the Silicon Valley Market of 2022 Net New Money Growth
Financial/Portfolio Advisor
Merrill Lynch Wealth Management
08.2018 - 08.2020
- Company Overview: Wire House
- Established and managed a book of $10mm AUM, generated $10k T12 revenue in 10 month production via Cold Networking and Business Development;
- Ranked #3 in Silicon Market Market of commercial, retail and loan business referral via Cold Business Development
- 1 week intensive ML Boot Camp at Dallas, Texas
- Covered financial sales and BD skills, wealth management strategies, and retail and commercial banking business offered by ML/BOA national business leaders;
- Wire House
Packaging Engineering Program manager
Google
10.2017 - 03.2018
- Company Overview: via Adecco
- Execute and Launched Google Pixel2 sustaining retail packaging crossing 10 countries(US,CA,SP,UK,FR,DE,IT,IND,AU, Singapore) to meet carrier (Verizon), worldwide logistic, retail marketing, legal and compliance post launch requirements
- Initiated and executed new color Pixel2 after MP launching aimed for 2018 Valentines day
- Created and managed 86 new sustaining Google Pixel 2 packaging BOM in Agile
- Developed and own Google 2018 Pixel 3 packaging schedule, including Pixels 3 and two stand alone Pixel3 Accessories retail packaging, led and presented weekly printing meetings with Google multi level cross-functional stakeholders
- Via Adecco
Packaging Engineering Project manager
Google
03.2017 - 10.2017
- Planned, executed and launched Google Home Mini Retail packaging crossing 7 countries and 21 SKUs(US,CA,FR,DE, UK,AU,JP) with over 13 million production volume against very aggressive schedule and budget
- Collaborated with Google Home multi level cross functional teams to reach $21M Home mini BOM savings
- -Developed and own Home Mini retail packaging schedule to drive weekly deliverables, project risks and progress from beginning to launch, improved delivery process efficiency of 32%
- Coordinated with industry designers, packaging design engineer, worldwide logistic and GSM to brainstorm and test Home Mini retail packaging until PVT which eventually reduced Home Mini retail packaging cost
Go-To Market, Senior Technical Marketing Engineer
LeEco US LLC
03.2016 - 02.2017
- Revised and launched retail packaging of LeEco Smartphone, Smart TV, streaming box and accessories in Oct 2016 to meet NA design, carrier, legal and compliance requirements;
- Led cross-functional teams(XFN) to resolve streaming box OS OTA, software bugs and UI design issues via Jira and Wiki platform
- Coordinated multi level weekly review meeting to resolve retail customer feedback on streaming box hardware, UI design, OS, software release, live TV and content streaming quality
Business Program Manager
Golden Arrow Print &Packaging US LLC
08.2013 - 03.2014
- Established US entity of Golden Arrow Print and Packaging with offices in Cupertino, CA
- Managed OEM customer accounts (Apple, nVidia) in bay area, responsible from design concept to delivery of Apple Watch new packaging materials(pop molding) prototype
Engineering Project Manager
ZTE Tele-Communication Inc
02.1999 - 06.2001
Education
PhD ABD - Economics
Claremont Graduate University
Claremont, CA12.2024
Master of Science - Applied Economics
Texas A&M University
College Station, TX12.2005
Master of Science - Financial Economics
Shanghai Jiao Tong University
03.1999
Skills
- Project management
- Investment
- Deal execution
- Communication
- Due diligent research
- Financial analysis
- Investor relations
- Presentation skills
- Google Apps
- MS Office
- Complex Problem-solving
- Bilingual Chinese
Certification
- Personal Investment Adviser, Merrill Lynch Internal, 01/01/18
- Series 7, FINRA, 01/01/18
- Series 66, FINRA, 01/01/18
- California Accident, Health and Life Insurance, California Department of Insurance, 01/01/20
Timeline
VP Investment/Senior Financial Advisor
Wells Fargo Advisers LLC
10.2022 - Current
VP Investment/Financial Advisor
JP Morgan Chase Bank,N,A
08.2020 - 10.2022
Financial/Portfolio Advisor
Merrill Lynch Wealth Management
08.2018 - 08.2020
Packaging Engineering Program manager
Google
10.2017 - 03.2018
Packaging Engineering Project manager
Google
03.2017 - 10.2017
Go-To Market, Senior Technical Marketing Engineer
LeEco US LLC
03.2016 - 02.2017
Business Program Manager
Golden Arrow Print &Packaging US LLC
08.2013 - 03.2014
Engineering Project Manager
ZTE Tele-Communication Inc
02.1999 - 06.2001
Master of Science - Applied Economics
Texas A&M University
Master of Science - Financial Economics
Shanghai Jiao Tong University
- Personal Investment Adviser, Merrill Lynch Internal, 01/01/18
- Series 7, FINRA, 01/01/18
- Series 66, FINRA, 01/01/18
- California Accident, Health and Life Insurance, California Department of Insurance, 01/01/20
PhD ABD - Economics
Claremont Graduate University
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