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Patty Wang

Patty Wang

Vice President | Edelman Financial Engines

California, United States

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Patty Wang

Summary

Patty Wang is a seasoned investment professional with over two decades of experience in portfolio management and investment strategy. Currently serving as the Vice President of Portfolio Strategy and Development at Edelman Financial Engines, Patty has a proven track record in asset allocation and investment management. Her background includes significant roles at Financial Engines and Barclays Global Investors, where she honed her skills in investment strategy and portfolio optimization. Patty's academic credentials include a B.A.S. in Industrial Engineering and Economics from Stanford University. Known for her analytical acumen and strategic insight, she is passionate about leveraging financial strategies to optimize client outcomes. Outside of her professional pursuits, Patty is likely to engage with emerging trends in the financial sector, reflecting her commitment to continuous learning and adaptation in a fast-paced environment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Patty Wang

Work Experience

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Vice President at

Edelman Financial Engines

June 2023 - Present

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Sr. Director, Portfolio Management at

Edelman Financial Engines

October 2019 - Present

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Principal Portfolio Mgr at

Financial Engines

June 2001 - February 2016

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Investment Strategist at

BlackRock, Inc.

January 1993 - January 2001

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Patty Wang

Education

Stanford University, B.A.S.

January 1989 - January 1993

Frequently Asked Questions about Patty Wang

What is Patty Wang email address?

Patty Wang's primary email address is *****@edelmanfinancialengines.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patty Wang work for?

Patty Wang is a Vice President at Edelman Financial Engines, a company specializing in Functions related to depository banking.

Where Patty Wang graduated from?

Patty Wang holds a degree in Industrial Engineering And Economics from Stanford University.

How can I directly contact Patty Wang?

To contact Patty Wang directly, you can use the email address *****@edelmanfinancialengines.com. Complete contact information is available upon registration with Muraena.

Who is Patty Wang?

Patty Wang is a seasoned investment professional with over two decades of experience in portfolio management and investment strategy. Currently serving as the Vice President of Portfolio Strategy and Development at Edelman Financial Engines, Patty has a proven track record in asset allocation and investment management. Her background includes significant roles at Financial Engines and Barclays Global Investors, where she honed her skills in investment strategy and portfolio optimization. Patty's academic credentials include a B.A.S. in Industrial Engineering and Economics from Stanford University. Known for her analytical acumen and strategic insight, she is passionate about leveraging financial strategies to optimize client outcomes. Outside of her professional pursuits, Patty is likely to engage with emerging trends in the financial sector, reflecting her commitment to continuous learning and adaptation in a fast-paced environment.

Patty`s contact details

mail

*****@edelmanfinancialengines.com

*****@financialengines.com

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