Kai Dai

Kai Dai is a Senior Product Manager at Schneider Electric, where they focus on SaaS growth in energy platforms. They have been with Citi Private Bank as a Private Wealth Director since 2021 and previously held roles such as Associate Wealth Advisor and Product Analyst across various financial institutions. Their experience includes extensive work with affluent families, emphasizing long-term financial organization and relationship building. Kai is currently pursuing a BA in Economics at the Bren School of Environmental Science & Management at the University of California, Santa Barbara.