Min Zhang is a qualified expert, working in United Capital Financial Advisers main office of which is in 618. as a Vp, Digital Product Management from 2017. Min Zhang gained professional experience in more than nine positions at various companies. Min Zhang went to the Stanford University and received education there to 2011. This professional has the following professional qualifications: Chartered Financial Analyst. Newport Beach, California is the area, where the professional was lastly known to live. The professional's email address and number can be accessed through this website on demand.
Name variants:
Min Zhang
Last updated Jun 08, 2024
Contact Information
Last Update
Jul 11, 2022
Email
mi**@totumwealth.com, zm**@alum.dartmouth.org, mi**@gmail.com
Location
Newport Beach, CA
Company
United Capital Financial Advisers, Llc
Workplace
Vp, Digital Product Management
Work History
Vp, Digital Product Management
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
Enhance United Capital’s software products and innovating new solutions that will add value to clients and advisors. Execute a digital strategy and enhance both client-facing and advisor-fac...
from Aug 2017
Ceo, Founder and Now Board Member
8000 Avalon Blvd SUITE 100, Atlanta, GA
Totum is the first and only risk tool that helps financial advisors understand how much risk clients can comfortably take based on their life situation. Totum takes into account each client’...
from Jan 2015
Director of Investment Risk Management, Pacific Life Fund Advisors
700 Newport Center Dr, Newport Beach, CA 92660
Mar 2014 — Dec 2014
Vice President, Product Manager: Asset Allocation Strategies
650 Newport Center Dr, Newport Beach, CA 92660
Developed and launched new products: assessed product strategies and market opportunities; coordinated various stakeholders to vet ideas and iterate on product designs
Marketed and service...
Aug 2011 — Nov 2013
Strategy and Product Consultant
Helped the team build the foundation of the investment product for Nutmeg.co.uk
Created the investment process with the portfolio manager and the compliance officer:
○ Generated ideas for...
Jul 2011 — Aug 2011
Quantitative Research Summer Analyst
Implemented a PCA analysis in VBA to model and hedge the risks in a relative value portfolio
Tested and presented various Treasury auction trading strategies to the trading team
Created a...
Jun 2010 — Aug 2010
Quantitative Research Analyst
Helped create the Global Absolute Return Strategy: built and backtested 60+ factors
Monitored and enhanced the Emerging Markets and the Market Neutral Strategies
Researched macro factors ...
Oct 2007 — Aug 2009
Associate, Semiconductor Equity Research
Developed investment ideas based on industry food chain, trends, and company fundamentals
Created and updated income, balance sheet, and cash flow statement models for 21 stocks
Performed...
Jul 2005 — Oct 2007
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Board Member
Founder
Health Specialist
Certified Nurse Aide
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Management Team Executive
Operations Manager
Founding Member
Nurse
Nurse Practitioner
Skills
Management
Valuation
Equity Research
Financial Modeling
Business Strategy
Portfolio Management
Equities
Investments
Hedge Funds
Competitive Analysis
Financial Risk
Strategy
Analysis
Account Management
Private Equity
Venture Capital
Marketing
Product Development
Product Management
Fintech
Startup Development
Entrepreneurship
Mentoring
Emerging Markets