Karen Leung
Director - Finance and Strategy - Pcg Finance and Global Wealth Solutions @Raymond James
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WORK HISTORY
Director - Finance and Strategy - Pcg Finance and Global Wealth Solutions @Raymond James
New York, NY, US
Support Head of PCG Finance and Head of Global Wealth Solutions on business finance activities, including high-level analyses and support for various strategic initiatives• Represent PCG in leading and coordinating the process to complete complex budgets at various business unit levels• Lead projects within PCG or other departments that impact PCG including implementation and change management of process improvements• Perform financial analytics and metrics reporting on Global Wealth Solutions business lines, including alternative investments, structured investments, mutual funds, ETFs, insurance and annuities, wealth planning, private institutional clients desk, investment strategy, etc.
EDUCATION
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business
Bachelor’s Degree
SKILLS
ABOUT KAREN LEUNG
Director - Finance and Strategy
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