Mark Zhao, CFA, CAIA, is currently the Senior Director of Data R&D at Upgrade, where they lead initiatives for credit and fraud risk management. Previously, they served as Director of Investor Analytics at LendingClub, where they developed a dynamic machine learning analytical feedback loop. Mark's extensive experience includes roles as a Quantitative Analyst and Trader at Invesco Ltd. and as a Quant R&D leader at Edelman Financial Engines, focusing on portfolio optimization and tax-efficient investment strategies. They also co-founded dear panda, an ed-tech startup, where they built a data analytics team. Mark holds several degrees, including a Master's in Finance from the University of Houston and an ongoing Bachelor's in Information and Computing Sciences.
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