Sage Fang Liu
Data Science at Jpmorgan Wealth Management @JPMorganChase
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WORK HISTORY
Data Science at Jpmorgan Wealth Management @JPMorganChase
EDUCATION
Bowling Green State University
Master, Applied Statistics
Shanghai University of Finance and Economics
Bachelor, Business Management
Northwestern University
PhD, Industrial Engineering and Management Sciences
ABOUT SAGE FANG LIU
I manage the data science team of JPMorgan Wealth Management Planning Platform and Services. As part of the QURD leadership, I partner closely with heads from product, technology, and design to deliver state-of-the-art planning capabilities for 65m+ digitally active Chase clients and for advisors across Chase Wealth Management, JPMorgan Advisors, and the Private Bank. As we embark on building AI-powered next-generation planning services, I continue to focus on leading with clear direction, being a vested partner, and delivering together at scale.Prior to joining JPMC, I spent ~15 impactful years as a key member of the AI/ML COE of Merrill Lynch. I led the design and implementation of data science solutions that spanned the full Wealth Management spectrum - leveraging expertise in statistical modeling, optimization, simulation, graph modeling, and experimental design. I really enjoyed the complexity of the business, the diversity of the advisors, and the challenges (and the wins) to release the power of wealth management.
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