EW

Eric Wang

Director of AI Financial Strategy

Eric Wang has a robust background in financial analysis and AI strategy, holding key positions at notable financial institutions. As a Senior Financial Analyst at Franklin Templeton from September 2006 to April 2012, Eric performed in-depth financial data analysis and enhanced reporting through automation. In the role of AI Financial Solutions Manager at Silicon Valley Bank from May 2013 to November 2017, Eric developed an AI-driven financial planning system for dynamic capital allocation. Since December 2017, Eric has served as the Director of AI Financial Strategy at Charles Schwab, where a comprehensive AI financial strategy was created, leading a team to foster digital transformation in capital management. Eric Wang holds a Master's degree in Computer Science from the University of California, Berkeley.

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United States

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