Glenda Wong, CA, CFP®, CISA®
Model Risk Manager | Vice President | Agile Framework and Governance@ Union Bank
San Francisco, California, United States
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Glenda Wong, CA, CFP(r), CISA(r) is a highly experienced professional with 41.8 years of work experience in management consulting, business intelligence, wealth management, risk management, and strategic financial planning. She has held various leadership positions in renowned organizations such as Union Bank, MUFG Union Bank, Wells Fargo, Mosaic Financial Partners, and MUFG Union Bank. Glenda has a strong background in financial planning, executive management, and investment advisory. She is skilled in data warehousing, portfolio management, and business strategy. Glenda is based in San Francisco, California.
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Emails and Phone Numbers

@hotmail.com
@uboc.com
@unionbank.com
+1 212782****
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Work Experience

San Francisco, CA, 94101, US

Banking

9153
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Glenda Wong, CA, CFP®, CISA®'s Professional Milestones

  • Manager, Governance And Controls (2015-05-01~2019-06-01): Implementing efficient governance processes, improving productivity and optimizing resources for sustainable organizational success.
  • VP, International Investment Management And Services (1986-02-01~1996-07-01): Expanding market presence and maximizing investment returns through strategic investment management and resource allocation.
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