Kelly Wong
About Kelly Wong
Kelly Wong is a Financial Analyst at Flipp in Vancouver, British Columbia, with a background in corporate finance and investment analysis. She has held various roles in financial institutions and educational settings, contributing to wealth management strategies and client care.
Work at Flipp
Kelly Wong has been employed at Flipp as a Financial Analyst since 2022. Based in Vancouver, British Columbia, Canada, she has contributed to the company's financial strategies and analysis for two years. Her role involves evaluating financial data and providing insights that support decision-making processes within the organization.
Previous Experience in Finance
Before joining Flipp, Kelly Wong worked at Deloitte as an Analyst in M&A Advisory - Corporate Finance from 2021 to 2022. She also held the position of Investment Analyst Intern at Deans Knight Capital Management for two months in 2021, where she contributed to the development of wealth management strategies. Additionally, she served as an Undergraduate Teaching Assistant at UBC Sauder School of Business for three months in 2021.
Education and Expertise
Kelly Wong earned a Bachelor of Commerce (with Honors) from UBC Sauder School of Business, where she studied Finance, Organizational Consulting, and Human Resources from 2016 to 2021. She also participated in a study abroad program at City University of Hong Kong, focusing on International Business in 2019. Her education has equipped her with a strong foundation in finance and investment strategies.
Background in Investment and Client Care
Kelly has a strong background in investment and client care, particularly during her tenure at Deans Knight Capital Management. She focused on leveraging a global network for investment opportunities and aligning with the firm's investment philosophies. Her experience includes working as an Institutional Portfolio Operations Specialist at Connor, Clark & Lunn Financial Group in 2020.
Early Career and Additional Qualifications
In her early career, Kelly Wong served as a Cadet Instructor for the Department of National Defence in 2016. She also obtained a Professional Pilot's License from Victoria Flying Club in 2015. These experiences reflect her diverse skill set and commitment to professional development.