Mengdan (Miranda) Wang
About Mengdan (Miranda) Wang
Mengdan (Miranda) Wang serves as an Authorized Officer at UBS, where she has worked since 2019, leading projects on infrastructure development and system transformation. She holds a Master of Finance from the University of Maryland and has experience in regulatory compliance and client management.
Work at UBS
Mengdan Wang has been serving as an Authorized Officer at UBS since 2019. In this role, she leads projects aimed at establishing robust infrastructure for new business initiatives. She oversees system transformations related to operations, ensuring that processes are efficient and effective. Her responsibilities also include maintaining regulatory compliance by generating regular and ad hoc reports for regulators and exchanges. Additionally, she collaborates with finance teams to manage and reconcile revenue from various business segments, including brokerage and research.
Previous Experience at UBS
Before her current tenure, Mengdan Wang worked at UBS as an Authorized Officer from 2015 to 2019. During this period, she gained valuable experience in operations and compliance. Her role involved interfacing directly with clients to address day-to-day queries and assist in meeting customized client demands. This experience laid the groundwork for her current responsibilities and contributed to her expertise in financial operations.
Education and Expertise
Mengdan Wang holds a Master of Finance from the University of Maryland - Robert H. Smith School of Business, where she studied from 2012 to 2014. She also earned a Bachelor of Economics from Hunan University, studying from 2008 to 2012. Additionally, she completed a Certificate in Business Administration and Management from the Hong Kong University of Science and Technology in 2011. Her educational background provides a solid foundation in finance and business management.
Role in Regulatory Compliance
In her current position, Mengdan Wang plays a crucial role in maintaining regulatory compliance. She is involved in generating regular and ad hoc reports for regulators and exchanges. Furthermore, she manages the eligibility and anti-money laundering (AML) processes for client accounts, ensuring that all operations adhere to legal and regulatory standards.
Previous Experience at Morgan Stanley
Mengdan Wang worked at Morgan Stanley as a Private Banking Operation professional from 2014 to 2015. This role, based in the Baltimore, Maryland area, provided her with experience in private banking operations, further enhancing her skills in client management and financial services.