Alice Wo

Alice Wo is a Senior Investment Operations Specialist at Belltower Fund Group, where she has been employed since January 2024. Her previous role was at AngelList, where she also served as a Senior Investment Operations Specialist. Throughout her career, Alice has been involved in various aspects of investment operations, including KYC/AML workflows, investor onboarding, and managing compliance initiatives.

Professional Experience

• Belltower Fund Group (January 2024 - April 2024)

  • Senior Investment Operations Specialist

• AngelList (September 2023 - January 2024)

  • Senior Investment Operations Specialist
  • Investment Operations Specialist (January 2023 - September 2023)

• Evolve Artist (March 2022 - November 2022)

  • Business Development Manager

• Vanessa Lau International Inc. (May 2020 - December 2021)

  • Business Operations Manager

Skills and Expertise

Alice has a strong background in marketing, client success management, project management, and leadership. She has successfully launched multiple digital products and organized cross-functional teams to achieve common objectives. Her key skills include:

• Marketing: Campaign management, content strategy, and analytics
• Client Success Management: CRM systems and client onboarding
• Project Management: Waterfall methodology and project planning
• Leadership: Recruitment, coaching, and mentorship

Education

Alice holds a Bachelor of Commerce (B.Com.) with a focus on Human Resources Management and Marketing from the UBC Sauder School of Business. She has also participated in exchange programs at institutions like Institut Pertanian Bogor and Esade.

Languages

She is proficient in English, Cantonese, and Mandarin, which enhances her ability to work in diverse environments.

Alice Wo's career reflects her commitment to driving operational excellence and enhancing client experiences within the investment sector.1