Jennifer Wang

Manager at RapidRatings

Jennifer Wang has a diverse work experience. Jennifer started their career as an Intern at Equus Accounting Group, where they assisted with bookkeeping and handled client calls. Jennifer then worked as an Investment Banking Intern at Windsor Street Capital, L.P., where they reviewed investment portfolios and helped arrange appointments with brokers.

After that, Jennifer worked as a New Business Development Intern at Mochidoki, where they focused on expanding the company's market reach and developing creative marketing strategies. Jennifer also managed sales and expenses for a seasonal pop-up shop.

Jennifer then transitioned to Merrill Lynch, where they worked as a Seasonal Client Associate. In this role, they calculated the net worth of executive members and filtered prospects from the database. Jennifer also reviewed mortgage statements to determine prospect eligibility.

Currently, Jennifer is working at RapidRatings. Jennifer started as an Associate in Client Support, managing a client portfolio and ensuring compliance with regulatory requirements. Jennifer then became a Senior Associate, collaborating with Account Executives and training new hires. In their current role as a Lead Associate, Jennifer develops strategic programs for clients, introduces automated workflows, and collaborates with leadership to determine best practices for the team.

Overall, Jennifer has gained experience in client support, business development, and finance, and has shown the ability to adapt to different roles and industries.

Jennifer Wang obtained a Bachelor of Arts (B.A.) degree in Economics from Fordham University, where they studied from 2015 to 2019. In addition, they have obtained several certifications, including "Soft Skills for Sales Professionals" and "Solution Sales" from LinkedIn, "Introduction to Financial Statements" from RapidRatings, and the "edX Verified Certificate for Risk Management and Credit Principles" from edX. Jennifer also acquired the "Bloomberg Market Concepts" certification from Bloomberg LP.

Links

Timeline

  • Manager

    March 1, 2024 - present

  • Senior Associate, Implementation

    September 1, 2023

  • Lead Associate, Client Support

    February, 2022

  • Senior Associate, Client Support

    July, 2021

  • Associate, Client Support

    June, 2019