Kate Wang

About Kate Wang

At Northwestern Mutual, my focus is on empowering clients with financial security strategies tailored to their unique circumstances. With a foundation in Economics from Tufts University, I mastered the intricacies of investment analysis, honing a keen attention to detail that\'s vital in the financial industry. The rigorous academic training and hands-on projects prepared me to navigate the complexities of financial planning with confidence. My tenure at Eth Tech as a Business Intelligence Analyst was marked by significant achievements in data-driven marketing strategies, particularly in enhancing conversion rates through advanced analytics. Collaborating with marketing teams, I employed statistical methods and visualization tools like Tableau to translate complex data into actionable insights. This blend of technical acumen and collaborative teamwork underscores my approach to delivering robust, evidence-based solutions that drive organizational success.

Experience

1. Product & Growth Manager

   Sequoalpha Management

   Feb 2025 — Present

   Developed performance analytics and acquisition frameworks: Built SQL- and Tableau-based dashboards to track CTR, CVR, CAC, LTV, and ROI across marketing and fund partner channels, enabling data-driven campaign decisions and efficient budget allocation. Delivered growth storytelling and strategy decks: Translated complex quantitative insights into actionable narratives that supported capital raising, strategic partnerships, and advertiser-facing growth initiatives. Improved partner and investor onboarding workflows: Automated funnel tracking and campaign reporting, cutting manual processes by 25% and increasing transparency across teams. Partnered with the founding team to support capital raising efforts: Prepared performance analyses, market insights, and compliance materials; contributed to fundraising strategy by aligning metrics and visuals across multiple pitch decks and investor touchpoints. Drove cross-functional growth execution: Partnered with marketing, design, and data teams to align messaging, content strategy, and analytics pipelines—driving measurable improvements in user acquisition and engagement performance. Applied AI/LLM to financial research: Implemented RAG/vector search over 10-Ks, research notes, and meeting minutes; delivered prompt templates, scoring, and compliance guardrails, cutting synthesis time 30%+ while improving accuracy and traceability. Optimized growth funnels through experimentation: Designed and analyzed A/B and multivariate tests on acquisition and retention flows; implemented insights that improved conversion rates and activation metrics by 20–30%.