Stephanie Lok

CEO

New York, New York, United States9 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Experienced in leading blockchain product management.
Strong background in client advisory and strategic initiatives.
Proven leadership in mentoring and team supervision.

Stackforce AI infers this person is a Fintech expert with a focus on blockchain product management and client advisory.

Contact

Skills

Other Skills

Public SpeakingMicrosoft ExcelMicrosoft WordSocial MediaMicrosoft PowerPointLeadershipTeamworkCustomer Service

Experience

9 yrs 6 mos

Total Experience

4 yrs 9 mos

Average Tenure

6 yrs 9 mos

Current Experience

Jpmorgan chase & co.

5 roles

Vice President, Senior Blockchain Product Manager

Promoted

Jan 2025 – Present · 1 yr 4 mos

Kinexys Digital Assets, Kinexys by J.P. Morgan

Blockchain Product Manager

Promoted

Nov 2022 – Jan 2025 · 2 yrs 2 mos

Kinexys Digital Assets, Kinexys by J.P. Morgan

Payments Client Trends & Sales Advisory

Oct 2020 – Nov 2022 · 2 yrs 1 mo

Corporate & Investment Bank Analyst

Aug 2019 – Apr 2021 · 1 yr 8 mos

Rotation 1: Global Clearing Product and Product Sales Specialist
Rotation 2: Global Corporate Bank - Diversified Industries
Rotation 3: Payments Client Trends & Sales Advisory

Asset and Wealth Management Summer Analyst

Jun 2018 – Aug 2018 · 2 mos · New York City Metropolitan Area

Wealth Management Strategy
Partnered with senior Wealth Management leadership as a trusted advisor to solve critical strategic and operational issues
Identified and developed a new prospect experience strategy for the Private Bank by conducting interviews with advisors, consolidating findings into recommendations, and designing journeys for future prospects
Developed comprehensive presentations for strategic opportunities in prospect experience to present to senior management

Bdo

Tax Intern - Core Tax Services

Jan 2018 – Apr 2018 · 3 mos · Greater Chicago Area

Prepared work papers and returns for Corporations, Individuals, and Partnerships
Assisted the preparation of specialized forms for International Tax Services and State and Local Tax Services
Conducted research on state and form instructions and various tax issues

Illinois leadership center

2 roles

Graf Intern

Promoted

Aug 2017 – May 2019 · 1 yr 9 mos · Champaign, Illinois

Supervise a team of Leadership Paraprofessionals and implement new strategies to improve the Leadership Certificate Program
Peer mentored over 250 university students enrolled in the Leadership Certificate program through their leadership development
Organized and facilitated an event for over 100 new enrollees to the Leadership Certificate program
Facilitate and lead leadership sessions and workshops on a weekly basis

Leadership Paraprofessional

Aug 2016 – Aug 2017 · 1 yr · Champaign, Illinois

Utilize client relationship skills though guiding over 130 students through their leadership development
Act as a mentor and cohort leader to students throughout their acquisition of a leadership certificate
Responsible for customer service relations and communications pertaining to the ILC

Wells fargo capital finance

Financial Analyst Intern

Jun 2017 – Aug 2017 · 2 mos · Santa Monica, California

Utilized asset-based lending to finance companies ranging from $5 million to over $1 billion in credit facilities
Co-authored credit modification requests for loan extensions and managed exit deals with over $100 million in credit facilities; responsible for financial statement analysis, borrowing base calculations, and industry overview to assess credit risk
Analyzed and prepare periodic credit and risk-rating reports on the collateral liquidity and financial performance of clients
Presented the collateral coverage and risks of a company with a $17.5MM credit facility to loan portfolio managers, relationship managers, and analysts