Mea-lynn Wong

Consultant

2023

Driving business impact through data-driven growth and marketing strategies for Fortune 500 clients. Leading market expansion analysis and digital marketing optimization efforts that deliver measurable revenue growth and new market opportunities

Marketing

2023 - 2023

Developed GTM strategy through extensive customer research and persona development. Conducted competitive landscape analysis across domestic and international markets to determine brand positioning, market share, and growth opportunities

Investment Partner

2021 - 2023

Evaluated early-stage/pre-seed student-led startups across the greater NYC ecosystem, conducted due diligence, and collaborated with the investment team to make investment decisions

Summer Associate

2022 - 2022

VP - Financial Consultant

2019 - 2021

Managed a book of business of ~300 clients with $900M+ in assets, providing tailored investment advice and financial planning. Built strong relationships by really getting to know each client's unique situation and staying one step ahead of their goals and needs

Associate Financial Consultant

2018 - 2018

Ranked #1 AFC in Greater LA region by bringing in highest assets and managed solutions through strategic partnership with senior consultants. This performance fast-tracked my promotion ahead of national peers to become the first FC in my cohort

Financial Consultant Academy

2016 - 2018

Intern

2016 - 2016