Cindy Yang

Business Analyst to the International Business Department (over $8 Billion in AUM), preparing succinct, action-oriented reports to inform management on business strategy Also supported both the departments of National Sales and Risk Management to simultaneously devise strategies for organic growth and net new money through referrals as well as mitigate legal and regulatory risk.

Assisted in the data and accounts conversion in two WM US Acquisitions: Piper Jaffray and McDonald Investments. Facilitated daily status meetings involving multiple firm departments & the Project Team during each acquisition. Maintained the project plan leading up to live conversion, worked with each department to implement processes to apply to the new client stream, and attended PMO meetings for periodic status updates and task list updates

Financial Management, Corporate Finance, Financial Accounting, Managerial Accounting, Statistics, Organizational Communication, Microeconomics, Macroeconomics, Debt Instruments, Marketing Research, Consumer Behavior, Global Business Economics