Personal and Commercial Banking, Home Loans, Wealth Strategies | East West Bank | Icebreaker

Personal and Commercial Banking, Home Loans, Wealth Strategies | East West Bank | Icebreaker

Members

Vivian (Haoping) Yu

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FVP-Private Client Manager at East West Bank

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Entrepreneur, self-taught web developer, and life-long learner with a background in finance, marketing, and e-commerce.

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A banking professional exhibiting extensive product knowledge while offering creative ideas for implementation- to meet both customer goals and objections. These skills are the product of an extensive history of success in both sales and customer service. Strong analytical and planning skills, combined with the ability to coordinate the efforts of many to meet organizational goals allow me to be both an effective performer, and leader. I want to own a business someday. Besides that, I am a very ambitious, funny, and cheerful person. I like to meet like-minded people who can help me in life. I love to travel and eat out. My goal in life is to be successful, give back to my community, and live my life to the fullest!

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Founder & CEO of DigiFT

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Result-oriented and data-driven leader who combines business acumen with analytics to influence operational performance, product adoption, business strategy, consumer engagement and experience, and revenue growth. Technical Skills: Power BI, Qlik, Tableau, Snowflake, SQL, R, Python, Cognos, Salesforce, JIRA Professional Skills: General management, Data analytics, User segmentation, Product strategy, Feature prioritization,Product development, Pricing, Dashboard, Key performance metrics setting, Financial planning and analysis, Fund transfer pricing, Technology integration and commercialization Industry Experience: Traditional and digital Bank, Insurance, Internet, E-commerce, SaaS, Digital media

Michael Williams

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Executive Search in Finance & Accounting in California. Contact Details For SF Bay Area / Northern California Email at MWilliams@MasonBlair.com / SF Phone # is 415-999-7610 / LA Phone # is 424-677-9530 Michael is an ICAEW Chartered Accountant with thirty years of experience, including nine years of public accounting experience in the Big 4 in three countries. Interestingly enough, he is an alum of all four Big 4 firms, which makes for a comprehensive business network. Michael has worked in Fortune 500 companies, been a public company Controller, and CFO of a VC-funded technology company, but his most interesting role was as Head of Finance of an NFL football team. Michael graduated Magna Cum Laude from the University of Wales, where he was Captain of the Varsity Chess team, and later played Football (not Soccer) starting on the Offensive Line in the inaugural UK National Championship Game. After thirty years in the US, he remains a passionate supporter of Welsh Rugby and Swansea City AFC. He is also passionate about charities assisting autistic children and their families. Specialties: Big 4, CPA, Former Big 4 firm Chartered Accountant, Board Member, Advisory Board, CFO, VP Finance, Controller, FP&A, Assistant Controller, Accounting Manager, Financial Analyst, Accountant, Audit, Sox, Revenue Recognition, Rev Rec, ASC, GAAP, Internal Audit, Treasury, IFRS, FAS, FASB, SOP, 97-2, CISA, CIA, MBA

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Talent Acquisition Expert | International Recruiter | Strategic Sourcing | Full-Cycle Recruitment | Ex-Disney

Kareene Lamarche

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Director @ HSBC Innovation Banking

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Fintech product leader that has built multiple businesses from inception to scale globally. My product experiences include B2B software, banking-as-a-service, embedded finance, lending, mortgage, payments, cards and wealth. Currently leading Cross Border Products fro SMB at PayPal. Past experiences include Chief Product Officer at Notifi, a crypto / DeFi start up ($12M raised), Head of Product for HSBC Ventures and Zing by HSBC (zing.me), a global FX payments app, Head of Revenue Products at Velo by East West Bank (velobank.com) growing Velo from 0 to $2B AUM.

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- Product Design Expertise: Over 10 years of experience in product and service design, specializing in UX, UI, and HCI. - End-to-End Product Leadership: Proficient in leading early-stage product development from ideation to implementation. - User-Centered Design: Skilled in conducting user research, usability testing, and applying insights to design decisions for optimal user experiences. - Cross-Functional Collaboration: Adept at working with diverse teams including developers, product managers, and stakeholders to deliver cohesive and impactful designs. - Leadership & Mentorship: Experienced in managing design teams, fostering positive team culture, and mentoring junior designers. - User Testing Expertise: Extensive experience in planning and conducting usability tests, interpreting data, and iterating designs. **Technical Expertise:** User Testing: - Conducting various usability testing methods including remote and in-person testing, A/B testing, task analysis, and focus groups. - Experienced in interpreting user feedback, analyzing test results, and iterating designs based on insights to enhance user experience. - Familiar with tools like UserTesting.com, Optimizely, and SurveyMonkey for collecting qualitative and quantitative data from test participants. Design Software: Figma, Sketch, Adobe Creative Suite (Photoshop, Illustrator, InDesign, After Effects), Keynote, Principle, XD, Lottie, InVision, Zeplin. Web Development: HTML5, CSS3, JavaScript, Bootstrap, CMS, Axure, Omnigraffle. Analytics & Communication Tools: Google Analytics, Optimizely, Zendesk, Salesforce, Amazon Chime, Zuora, Jira.