Angie Lai — CEO
Driven, results and execution-oriented executive leader with over 25 years financial services industry experience. Established track record of delivering results and transformational change through high-performing teams and collaboration with key partners in a direct report and complex matrix environment. Avid and active supporter and leader of diversity, equity and inclusion and within the community as the past Board Chair and board member of the Northern California chapter of the National Multiple Sclerosis Society.
Stackforce AI infers this person is a leader in Fintech with a focus on digital product management.
Location: San Francisco, California, United States
Experience: 31 yrs 3 mos
Skills
- Product Management
- Program Management
Career Highlights
- Over 25 years in financial services leadership.
- Proven track record in transformational change.
- Strong advocate for diversity and inclusion.
Work Experience
Wells Fargo
Managing Director/Head of Enterprise Digital Platforms & Experiences (2 mos)
Managing Director/Head of Consumer and Business Digital (1 yr 4 mos)
Managing Director/Head of Consumer Digital (11 mos)
Managing Director/Head of Wealth and Investment Management Digital and Digital Investing (1 yr 5 mos)
Managing Director/Head of Digital Investing (3 yrs)
SVP/Director, Chief Operating Officer and Head of Business Management, Digital Investing (4 yrs 1 mo)
SVP/Director, Head of Securities Based Lending Products (3 yrs 1 mo)
FVP/Home Equity and Credit Card Product Leader (1 yr 8 mos)
VP/Market Growth and Development Manager, Independent Brokerage Channel (8 yrs 10 mos)
AVP/Senior Project Manager, Brokerage Mergers, Acquisitions and Conversions (1 yr 6 mos)
Executive Assistant to the President of Private Client Services (3 yrs 7 mos)
Administrative Assistant, The Private Bank (1 yr)
Customer Service Representative, Fee Based Services (5 mos)
Teller (5 mos)
Education
MBA at Saint Mary's College of California
Bachelors of Science at University of San Francisco
