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Serena Wang
Operations Data Specialist

I am the Operations Data Specialist for providing support to the Operations Data Manager with a focus on institutional reporting, fees, and projects.

PHONE
206.623.6641

EMAIL:
swang@pacific-portfolio.com

How I Increase Your Value of Time®

I help maintain institutional client reporting, providing support to institutional advisors, and account managers. While assisting daily operations and providing support for Account Managers and Data Operations Managers, I also participate in the development and implementation of new processes and procedures to improve operational efficiency and excellence.

My Academic Base

I graduated from the University of Washington in June 2023 with a Bachelor’s Degree in Finance.

What the Value of Time® Means to Me Personally

My interpretation of the Value of Time is proper time management, meaning that I use time productively and efficiently. I’m always on the journey of learning. During my non-working hours, you will find me taking dance classes, reading, workout, doing yoga, travelling, and just learning new things.

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