Mike Wang CFA

Mike Wang is a CFA charterholder and fractional CFO with 15 years of finance experience spanning institutional portfolio management at Morgan Stanley, investment banking in the Technology Group at Wells Fargo, and an MBA from USC Marshall. He runs DMW Advisory, a fractional CFO practice serving companies in the $5M to $50M revenue range across professional services, eCommerce, education, nonprofit, and media. He built DMW FinTel, an AI-native financial intelligence platform that connects to accounting platforms and delivers automated reporting, three-statement forecasting, scenario planning, and AI-powered analysis for fractional CFOs, accounting firms, and finance leaders. He uses DMW FinTel to serve his own clients daily. Based in Newport Beach, CA.