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Mark Zhao Cfa Caia

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Mark Zhao Cfa Caia

Advisory Board Member (Analytics and AI Advisory Board) | Upgrade, Inc.

San Francisco, California, United States

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Mark Zhao Cfa Caia

Summary

Mark Zhao is a seasoned professional with over a decade of experience in fintech, particularly in lending, exchanges, and robo-advisors. He currently serves as the Senior Director of Data R&D at Upgrade, where he leads initiatives in data acquisition and machine learning to enhance credit and fraud risk management. Mark has a strong technical background, with advanced proficiency in Python, R, SQL, and Tableau, which he leverages to drive actionable insights and business value. His leadership skills are evident from his experience in building high-performing teams and collaborating across various departments. Mark is also an advocate for innovative data-driven solutions in the financial services sector. He holds multiple advanced degrees and certifications, showcasing his commitment to continuous learning and professional development. Outside of his corporate roles, he has contributed to startups and advisory boards, emphasizing his versatility and entrepreneurial spirit.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Immigrant

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Mark Zhao Cfa Caia

Work Experience

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Advisory Board Member (Analytics and AI Advisory Board) at

Experian

May 2024 - Present

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Senior Director of Data R&D at

Upgrade, Inc.

September 2022 - Present

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Director of Investor Analytics at

LendingClub

June 2021 - September 2022

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Quant R&D at

Edelman Financial Engines

August 2015 - June 2021

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Co-founder, EVP of Data Analytics at

Dear Panda

February 2018 - January 2021

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Quantitative Analyst and Trader at

Invesco US

May 2011 - August 2015

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Mark Zhao Cfa Caia

Education

Duke University

January 2021 - January 2022

Springboard

January 2019 - January 2020

Stanford Graduate School of Business

January 2016 - January 2017

University of Houston, Master Of Science (M.S.)

University of Toledo, Master Of Science (M.S.)

Beihang University, Bachelor Of Science (B.S.)

Frequently Asked Questions about Mark Zhao Cfa Caia

What is Mark Zhao Cfa Caia email address?

Mark Zhao Cfa Caia's primary email address is *****@upgrade.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mark Zhao Cfa Caia work for?

Mark Zhao Cfa Caia is a Advisory Board Member (Analytics and AI Advisory Board) at Upgrade, Inc., a company specializing in Functions related to depository banking.

Where Mark Zhao Cfa Caia graduated from?

Mark Zhao Cfa Caia holds a degree in Decentralized Finance (Defi): The Future Of Finance Certificate from Duke University.

How can I directly contact Mark Zhao Cfa Caia?

To contact Mark Zhao Cfa Caia directly, you can use the email address *****@upgrade.com. Complete contact information is available upon registration with Muraena.

Is Mark Zhao Cfa Caia an immigrant?

Yes, Mark Zhao Cfa Caia is an immigrant and currently based in United States

Who is Mark Zhao Cfa Caia?

Mark Zhao is a seasoned professional with over a decade of experience in fintech, particularly in lending, exchanges, and robo-advisors. He currently serves as the Senior Director of Data R&D at Upgrade, where he leads initiatives in data acquisition and machine learning to enhance credit and fraud risk management. Mark has a strong technical background, with advanced proficiency in Python, R, SQL, and Tableau, which he leverages to drive actionable insights and business value. His leadership skills are evident from his experience in building high-performing teams and collaborating across various departments. Mark is also an advocate for innovative data-driven solutions in the financial services sector. He holds multiple advanced degrees and certifications, showcasing his commitment to continuous learning and professional development. Outside of his corporate roles, he has contributed to startups and advisory boards, emphasizing his versatility and entrepreneurial spirit.

Mark`s contact details

mail

*****@upgrade.com

Colleagues

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Paresh Gangodker

Chief Technology Officer

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Eugene Hsu

VP, Product Management

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Renaud Laplanche

Co-founder & CEO

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Sudip Lahiri

Chief Accounting Officer

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Leanid Mokin

SVP, Technology Operations

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Nii Dodoo

Vice President Of Technology

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Edgar Víquez

Vp Technology

Shipra Mahajan Cfa

VP, Credit Risk & Investor Analytics

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Rajan Arora

VP of Engineering

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