Dr. Shana Yang @ Yong Wee Shien
Dr. Shana Yang @ Yong Wee Shien
Doctor of Philosophy (Business), CFP, the candidacy of CFA, certified HRD trainer
Credentials
- PhD in Business from Taylor’s University
- Master in Marketing from University Putra Malaya
- Bachelor in Economics and Management from the University of London
- Diploma in economics from the London School of Economics
Experiences
- Independent Sustainability Consultant, specializing in material and disclosures consulting, reporting framework alignment with sustainability, performance indicators response, reporting to GRI standards, integrated reporting framework, TCFD, SASB, CDP, SDG disclosures, materiality metrics, FTSE4Good Index series, CCPT, CRMSA, sustainability training and CSR programs
- Independent Financial Advisor and Portfolio Manager under the principals of APAC Family Office in Singapore, Bill Morrisons Wealth Management Sdn. Bhd. and 5 Pillar Venture Capital, representing all private banks globally
- Full range of financial wealth product services, including AUM RM1B, family office administration, onshore/offshore unit trusts, multi-asset classes, hedge funds, LLP funds, VCC structure funds, Forex, Bonds, structure notes, credit link notes, ETF, digital assets, stocks, financial investment, estate planning, wealth preservation, tax advisory, trust & foundation setup (Cash trust), legal advisory, and onshore/offshore insurance
- Worked as a Senior Relationship Manager at Ambak (M) Berhad, holding licenses of Certified Financial Planner, IPPC, FIMM, CEILI, PCE, Takaful, PRS, and a candidate for Chartered Financial Analyst
- Established high net worth client relationships and managed investment portfolios to promote financial markets, insurance, investment, and banking solutions
- Worked for Hong Leong Bank Berhad for eight years, holding licenses of IPPC, FIMM, CEILI, PCE, and a candidate for Chartered Financial Advisory
- As a Senior Relationship Manager, established high net worth client relationships, built clients’ wealth, and managed investment portfolios to promote financial markets, insurance, investment, and banking solutions
- Worked as a Senior Manager of Merchant Marketing and Development at Hong Leong Bank Berhad, leading the development of new initiatives, digital channels, and marketing operations processes.
