Maggie Wong, CFA

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Maggie Wong, CFA

Maggie is currently a product specialist at Principal Global Investors and works on fixed income business development, asset-raising and strategy marketing. With over 10 years of experience in the financial services industry, she is responsible for working closely with portfolio management teams to service current and prospective clients, responding to client requests and internal queries, presenting fixed income product capabilities, conducting portfolio reviews, drafting and reviewing presentations and requests for proposal, providing analytical support, and assisting in product development and maintenance of consistency and accuracy across marketing materials and consultant databases. Prior to her current role, she served as an Debt Capital Markets Associate Director in Standard Chartered Bank, responsible for the origination and execution of Greater China debt transactions based in Hong Kong. Maggie received a Bachelor’s degree in Finance from New York University. She is fluent in Mandarin and Cantonese and has limited proficiency in Spanish.

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