Adaptive
Yip Wong is a seasoned professional with extensive experience in financial consulting and regulatory reporting. Currently serving as Co-Founder of WeWantedToSay since January 2021, Yip specializes in creating personalized video presents for various occasions. As a Business Analyst and Product Owner at Adaptive Financial Consulting since October 2020, responsibilities include developing a trading application. Previous roles include Director at TR Expert Services, where advisory services were provided for investment firms on transaction and trade reporting obligations. At Morgan Stanley, Yip held multiple roles, including Product Owner for Margin Lending SFTR reporting and Scrum Master for Brexit-related projects, while also documenting business requirements and improving team processes. Yip's experience also includes significant positions at KPMG UK as a MiFID Transaction Reporting SME and earlier roles at Morgan Stanley and Detica, with a strong educational background in Mathematics with Statistics for Finance from Imperial College London.
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