Allen Wang

Bachelor's

Accounting

DealCloud by Intapp

Associate

- Delivered subject matter expertise to consult leaders in the Private Capital Markets (including private equity, investment banking, corporate development and fund of funds) on technology to leverage their business - Connected with sales and scope to achieve a deep understanding of client's use case and expectations. Provided consultative system design and industry best practice recommendations throughout implementation - Worked with small sized to enterprise level clients and functioned as both a consultant and project manager. Analyzed client legacy data sets to understand the impact of the data on system design - Built out automations and reports to fit client's needs and streamlined system workflows to increase efficiency. Created and modified feature entablements such as Dispatch and Relationship Intelligence to assist clients in reach outs/marketing campaigns to internal employees and potential investors - Migrated client's data into their site through data templates and scripted migrations. Worked with client's data providers to sync existing fields into DealCloud