Qing Wen, CFA has a diverse work experience spanning multiple companies and roles. Starting with IBM in 2007 as an Accounting Co-op, Qing gained valuable experience before moving on to United Technologies. There, Qing served as a Financial Leadership Program Associate, completing rotational leadership training and gaining broad finance and accounting experience across various business units in the U.S. and Singapore. In 2010, Qing became a Financial Analyst at United Technologies before transitioning to Bridgewater Associates, where Qing held several roles. As a Financial Analyst, Qing leveraged strong analytical and problem-solving skills to validate data accuracy and identify underlying market movements. Later, as a Senior Finance Associate, Qing planned and executed quarterly revenue reporting and forecasting cycles, built and maintained comprehensive financial models to streamline processes, and analyzed company valuation and earnings-per-share. Qing's final role at Bridgewater Associates was as a Research Data Analyst, where Qing provided timely insights on key market movements to enhance the company's investment strategy and partnered with various vendors and research tools. Qing then joined Oak Harbor Capital, LLC as the Director of Analytics, where responsibilities included managing analytics operations. Currently, Qing serves as the Head of Financial Planning Analysis at Broadmark Realty Capital Inc. starting from March 2020. Overall, Qing Wen has demonstrated expertise in financial analysis, data validation, reporting, and forecasting throughout their career.
Qing Wen, CFA, holds a Bachelor of Science degree in Finance and Accounting from Central Connecticut State University, which was obtained from 2005 to 2007. Prior to that, Qing Wen studied Journalism and Communication at Hunan University from 2002 to 2005. Additionally, Qing Wen obtained the prestigious CFA Charterholder certification from the CFA Institute in May 2014. The exact start and end years for the attainment of this designation, as well as the institution from which it was obtained, are not provided in the information given.
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