CARTER WONG

Business Economics & Stats/Data Science @ UCLA

Projects

Pivot

Jun 2026–Present

Tax-smart portfolio transition fintech for wealth management advisors. First time winning build vs buy. I tried to emulate a bit of JPMorgan's 55IP, but of course I can't integrate with custodians quite yet.

Claude Code

Fintech
Tax Engine

Pivot account step: client name, account number, target allocation, and a holdings CSV that has been loaded

Keeshee

Aug 2025–Present

Art credit to Peter. Full production coming soon!

Shopify

Operations
Finance
Manufacturing

Keeshee hoodie laid flat, back view, with an embroidered samurai and red flames running down the sleeve

Experience

Investment and Technology Analyst @ Allen Trust Company
Jun 2026–Aug 2026
Consultant @ AY Consulting at UCLA
Oct 2025–Present

About

Hi, I'm Carter

I'm a student at UCLA studying Business Economics and Statistics & Data Science, with an expected graduation in June 2029.

University of California, Los AngelesB.A. Business Economics and Statistics & Data ScienceExpected June 2029

A video I made to recap time at Lincoln High School. Full vid is about 7 minutes