Swan Chang Email & Phone Number
Finance - AI Trainer @ Mercor Intelligence
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Swan Chang Location
- New York, NY, US
Swan Chang Work
- Finance - AI Trainer @ (February 2026 - Present)
- Vice President, Corporate Finance @ (August 2020 - October 2024)
- Head of Finance and Accounting @ (June 2018 - August 2020)
- Senior Director, Finance @ (May 2015 - June 2018)
- Director of Financial Operations @ (October 2013 - May 2015)
- Head of Operations @ Waypoint Asset Management LLC (January 2013 - October 2013)
- COO and CFO, Head of Operations @ Forum Asset Management, LLC (July 2007 - January 2012)
- COO and CFO, Execution Trader @ (September 2005 - June 2007)
- Consultant @ (May 2005 - September 2005)
- Consultant @ (May 2003 - September 2005)
- First Violinist @ (October 2001 - March 2003)
- Product Marketing Engineer @ (June 2000 - September 2001)
Swan Chang Education
- Harvard Business School
Alumnus (via Program in Leadership Development (PLD))
- Yale University
B.S. (Biomedical Engineering & Political Science; M.S., Electrical Engineering)
- San Francisco Conservatory of Music
Prep Diploma (Violin Performance)
- Bellarmine College Preparatory
Swan Chang Skills
- Hedge Funds
- Derivatives
- Alternative Investments
- Private Equity
- Finance
- Corporate FP&A
- Equities
- Fund Of Funds
- Due Diligence
- Fixed Income
- Investments
- Asset Management
- Emerging Markets
- Valuation
- Venture Capital
- Structured Products
- Mergers & Acquisitions
- Trading
- Capital Markets
- Financial Markets
- Bloomberg
- Trading Systems
- Investment Banking
- Portfolio Management
- Violin
- Chamber Music
- Orchestral Music
- Soundpost Adjustments
- Financial Analysis
- Corporate Finance
- Investor Relations
- Financial Modeling
- 409A Valuations
- AI Model Training
- ASC 606
- Agentic AI
- Artificial Intelligence (AI)
- Board Presentations
- Board Reporting
- Board level experience
- Broker-Dealer Operations
- Budget vs. Actuals
- Budgeting & Forecasting
- Business Intelligence (BI)
- Business Process Improvement
- C-Suite Advisory
- Cap Table Management
- Carta Equity Management
- Cash Flow Management
- Conflict Resolution
- Convertible Notes
- Cost Allocation
- Coupa
- Cross-functional Team Leadership
- Data Analytics
- EBITDA
- ERP Implementations
- Emotional Intelligence
- Executive Business Partnering
- Exit Strategy
- Expensify
- FINRA
- FinTech
- Finance Transformation
- Financial Controls
- Financial Planning and Analysis (FP&A)
- Financial Reporting
- Generally Accepted Accounting Principles (GAAP)
- Internal Audit
- Investor Reporting
- KPI Development
- Large Language Models (LLM)
- Lateral Thinking
- M&A Integration
- Machine Learning
- Management Reporting
- Mandarin
- Microsoft Excel
- Microsoft Power BI
- NetSuite
- Operational Efficiency
- Organizational Design
- P&L Management
- People Management
- Prompt Engineering
- RLHF
- Revenue Forecasting
- Revenue Recognition
- SEC Compliance
- SQL
- Salesforce
- Scaled Operations
- Series A/B Fundraising
- Software as a Service (SaaS)
- Stakeholder Management
- Startup Finance
- Strategic Negotiations
- Strategic Thinking
- Tableau
- Venture Financing
- Visual Basic for Applications (VBA)
- Workday
- Working Capital
- Strategy
- Mergers and Acquisitions
- Business Strategy
- Accounting
- Engineering
- Microsoft Office
Swan Chang Summary
- Swan Chang, based in New York, NY, US, is currently a Finance - AI Trainer at Mercor Intelligence. Swan Chang brings experience from previous roles at iCapital and Artivest. Swan Chang holds a Alumnus in via Program in Leadership Development (PLD) @ Harvard Business School. With a robust skill set that includes Hedge Funds, Derivatives, Alternative Investments, Private Equity, Finance and more. Swan Chang has 2 mobile phone numbers on RocketReach.
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