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Jay Ding, MBA, CPFA®, ACC

Licensed Banker

2000 followers

Los Angeles Metropolitan Area

Connect with Jay Ding, MBA, CPFA®, ACC to Send Message

Connect with Jay Ding, MBA, CPFA®, ACC to Send Message

Timeline
About me
Financial Planner | Advisor | Consultant | Coach
Education
- University of Southern California - Marshall School of Business
  2011 - 2013
  EMBA Business Administration and Management, General
- The Wharton School
  -
  Certificate Business Analytics
  Data Analytics, machine learning and A.I.
- USC Marshall School of Business
  -
  Bachelor of Business Administration - BBA Information and Organizational Management
- University of Southern California
  2011 - 2013
  Executive MBA
Experience
- Wells Fargo Bank
  Jan 2003 - Jan 2004
  Licensed Banker
- Citi
  Jan 2004 - Jan 2009
  - Vice President, Financial Center Manager
    Jan 2006 - Jan 2009
  - AVP, Client Financial Analyst
    Jan 2004 - Jan 2006
- HSBC
  Jan 2009 - Jul 2013
  Vice President, Cluster Financial Center Manager
- Westinghouse Electronics
  Aug 2013 - Dec 2018
  President & CFO, North America
- University of Southern California - Marshall School of Business
  Feb 2020 - Nov 2023
  Executive Coach
- Onward Financial Group
  Jan 2021 - now
  Director
Licenses & Certifications
- FINRA Securities License S7, 66
  FINRA
  Feb 2024
- SAP ERP Essential Training
  LinkedIn
  May 2020
  View certificate
- Certified Plan Fiduciary Advisor (CPFA®)
  National Association of Plan Advisors
  Nov 2025
  View certificate
- SAP S/4 HANA Financial Accounting Overview
  LinkedIn
  May 2020
  View certificate
- Associate Certified Coach (ACC)
  International Coaching Federation
  Dec 2022

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