Wendy has over 8 years of experience in investment banking, asset management, education management, and financial planning/analysis at top bulge bracket banks, elite boutiques, charter schools, and startups.

Wendy currently serves as FP&A manager at Boxed, a wholesale grocery ecommerce company, where she is responsible for reporting operational and financial metrics and coordinating annual planning processes. Prior to Boxed, she served as FP&A Manager at GAN Integrity, a tech start-up focusing on integrated compliance solutions. Prior to GAN Integrity, Wendy joined Success Academy (SA) as a part of the inaugural class of Robertson Leadership Fellows. In that role, she experienced firsthand the joys and challenges of teaching as she taught first graders foundational concepts in math and phonics. Prior to SA, Wendy was a senior analyst at Evercore Partners, a New York-based investment bank offering premier advisory services. As a member of the Private Capital Advisory (PCA) team, she developed financial models for underlying portfolio assets and executed mandated deals and pitches across several LP-led, GP-led, and real estate capital advisory transactions in the secondary markets. Past transactions included facilitating a competitive auction process for a $1.4bn+ sale of limited partnership interests and also evaluating returns of acquisition and development assets in a $850mm senior housing recapitalization proposal. Prior to PCA, Wendy was an investment associate in the wealth management arm of Evercore managing the taxable fixed income platform, performing due diligence on traditional and alternative assets, and conducting capital market and valuation research. Prior to joining Evercore, Wendy was a rotational analyst at Citigroup providing customized investment solutions for high net worth individuals in both a client-facing and analytical capacity.

Wendy graduated from the University of Pennsylvania with a B.A. in Political Science and a B.S. in Economics and holds a CFA charter. As a first-generation immigrant, she has benefited immensely from the tutelage and guidance of mentors throughout her life and is happy to pay it forward as a working professional. Joining America Needs You in 2013, she has served as a three-time mentor coach (2014, 2016, 2020), Vice-Chair of the Mentor Leadership Council running programmatic events, and CFO Officer of the Associate Board managing fundraising contributions.