Kevin Zhao

About Kevin Zhao

Since graduating from UC Davis with a BS in Managerial Economics in 2020, I\'ve accrued 4 years of experience leading and driving tech transformation projects as a business analyst and product manager in the Asset and Wealth Management industry. In addition, I have spent over hours studying traditional and alternative investment strategies, valuation techniques, and market dynamics through my candidacy in the CFA institute (CFA Level 3 Candidate). Beyond finance and technology, I enjoy training to break PRs in the half and full marathon, going to the beach to surf with friends (whenever I\'m back home in San Diego), and connecting with folks looking to discover new ways to improve both personally and professionally.

Experience

1. Management Consulting - Senior Associate

   PwC

   Jun 2021 — Present · New York, NY, US

   Drove the development and sale of the first ever AI agent product in the Asset & Wealth Management practice, resulting in a task order and opportunities for future extensions• Led a team of analysts across three concurrent workstreams to gather business requirements, conduct solution design analysis, and ensure timely delivery of prioritized use cases for a mega wealth manager• Constructed strategic decks and reports for senior executives, contributing to extensions of over $6 million in project funding• Utilized Jira, Confluence, Clarity, Copilot Studio, Power Automate, Visio, PowerPoint, Excel, etc. to track the software development lifecycle, drive reporting, and manage deliverables

Education

• University of California, Davis

  Bachelor of Science (BS), Honors, Managerial Economics

  2016 — 2020