Catchlight
Luella Wong has a strong background in product management and consulting. Luella is currently working as a Product Manager at Catchlight, where they utilize data intelligence and AI insights to help advisors optimize their outreach and convert leads into clients. Prior to this, they worked as a Product Manager and Management Consultant at Fidelity TalentSource. Luella also has extensive experience as an independent consultant and entrepreneur at Lunar, Inc., where they provided consulting services in various industries such as financial services, higher education, transportation, and healthcare. Before that, they worked at DigitasLBi_US as a Senior Business Technology Consultant, where they held multiple roles across different departments and worked with several Fortune 500 clients.
Luella Wong has a diverse education history. Luella obtained a Bachelor of Science (S.B.) degree in Mechanical Engineering from the Massachusetts Institute of Technology. Afterward, Luella attended New England Law | Boston and earned a Juris Doctor (J.D.) degree. Luella continued their education at the University of Louisville, where they obtained a Master of Business Administration (M.B.A.) degree. Additionally, Luella pursued a Master of Science (M.S.) degree in Mechanical Engineering from Case Western Reserve University.
In addition to their formal education, Luella also possesses several certifications. Luella obtained a license to practice law in Kentucky from the Kentucky Bar Association and obtained a license to practice law in Massachusetts from the Massachusetts Board of Bar Overseers. Luella has also completed various professional certifications, including Workplace Mediation from Mediate University, Results-Based Project Management from the Inter-American Development Bank, Mediation Training (40 Hours) from Mediate University, MicroMasters in Design Thinking from Rochester Institute of Technology, and Certified Product Owner (Scrum/Agile) from the Scrum Alliance.
This person is not in any offices
Catchlight
Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.