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Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
Maggie is a Director of Product Management at Silicon Valley Bank, overseeing the investment products platform, delivering liquidity solutions, and enhancing business processes. Previously, she was a product manager at Morgan Stanley digitalizing wealth management processes and providing enhanced technology solutions. She also has business development and product management experience in global banking. Maggie received a Bachelor’s degree in Finance from New York University Stern School of Business and is fluent in English, Mandarin and Cantonese.
