With twenty one years of experiences in the financial services industry in the United States, Helen Wang joined the Shanghai Jiao Tong University to fulfill her passion for teaching. Helen earned her MBA in Finance at the University of Michigan, Ann Arbor. She graduated from Kean University in Union, New Jersey with a Bachelor’s degree in Business Management. In 1986, she relocated to California and started her career in Los Angeles. Helen has held various positions with major institutions including Coutts (USA) International, Merrill Lynch International Private Client Services, and Wells Fargo Investments. In retail banking, she was a Lending Officer in trade finance, commercial real estate / construction loans and later became a Branch Manager. After achieving outstanding performance, she moved to the Private Client Services and Investments arena as a Private Banker /Vice President and subsequently Financial Consultant.

Familiar with both banking and investments, Helen has effectively helped customers on issues ranging from home purchase to estate planning. Having served affluent clientele originally from 16 countries, she is sensitive to and capable of dealing with multi-cultural differences.

Helen enjoys living in Shanghai as her parents and grand parents were all born in Shanghai. Her grand father was a successful entrepreneur in the 1930’s. She desires to contribute to the advancement of financial services in this city which was once the center of Asia.

 

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