ANNIE K. LO, CFA, CIPM, CAIA
South San Francisco, California ·
Senior global leader with excellent experience in hospitality, finance/investment, and higher education who embraces change with an open mind & possesses the exceptional ability to learn and excel in any industry
EXPERIENCE
FEB 2025 – PRESENT (CHARLOTTESVILLE, VA - REMOTE)
FINANCE EDUCATION CONSULTANT, CFA INSTITUTE
*Consultancy work on finance/investments related projects JUNE 2020 – AUGUST 2022 (SAN FRANCISCO, USA)
MANAGING DIRECTOR, CHARLES SCHWAB INVESTMENT MANGEMENT, INC. *Key Contributor Award recipient for year 2021
*Oversaw a team of 17 performance analysts responsible for performance reporting results and disclosure for over $600 billions of mutual funds, ETFs, managed accounts, and collective investment trusts investment products *Provided leadership in establishing strong performance reporting and attribution review processes that meet all regulatory requirements while providing valuable insights that help drive improvements to funds and portfolios *Supported business development by designing, developing, and delivering data, content, and other information about funds’ performance and portfolio attributes
*Interacted and worked closely with sales and marketing teams, product managers, portfolio managers, operations, legal, compliance, and other investment management personnel to establish best-in-class due diligence reporting and review processes to ensure timely high quality results
*Provided content or data published in various internal and external channels, survey submissions, third-party databases, and marketing and regulatory communications
*Upheld an unyielding focus on data accuracy and quality *Led the team as the expert in the GIPS standards, performance attribution and analytical concepts *Reviewed and approved all GIPS standards and performance reporting written procedures and review calendars *Provided oversight of performance reporting data and system vendors to ensure results are accurately represented JULY 2016 – NOVEMBER 2018 (SINGAPORE)
SENIOR VICE PRESIDENT & CHIEF OFFICER ASIA PACIFIC, AACSB INTERNATIONAL *Led a team of professionals responsible for business school accreditation, membership recruitment and retention, conferences & seminars, promotion & awareness, and administration & operations in the Asia Pacific (AP) region while collaborating closely with each functional leader in the US headquarters in a matrix organization *Planned, managed, and oversaw annual budget, risk management, and strategy for the AP office *Served as the key spokesperson at conferences and primary representative/advocate of the AP region at board and senior leadership team meetings, and as the top executive to meet, engage, foster, and maintain relationship with senior government officials and industry leaders in the AP region *Successfully inspired, coached, developed, empowered, and transformed several staff members to be able to speak publicly and to engage in conversations with members and other participants at conferences and seminars *Worked closely with the AP Advisory Council on developing solutions for issues that business schools or the overall higher education industry and stakeholders faced in the AP region *Jointly led the semi-annual AP Advisory Council meetings with the AP Advisory Council Chairperson