Angie Lai

Sr. VP, Director of Digital Initiatives and Operations, Wells Fargo

A Wells Fargo team member for over 23 years, Angie is the Wells Fargo Advisors Director of Digital Initiatives and Operations responsible for leading the multi-year delivery of the digital advice platform, as well as other major initiatives for the group, including the business and technology roadmap. She is also responsible for internal communications and for liaising with key servicing and operations partners, playing a key role in delivering enhancements to the client service experience.

Prior to her current role, Angie managed the securities based lending product platform, which included oversight of the products’ strategy and development, client and financial advisor experience, addressing risk and ensuring controls were in place and monitored, and execution of initiatives. During that role, Angie developed and introduced a new product that provided clients with an additional borrowing option.

Angie holds a B.S. in Organizational Behavior from the University of San Francisco and a MBA from Saint Mary’s College of California.

Angie has been a volunteer of the National Multiple Sclerosis Society’s Northern California chapter for 25 years and has served on the Board of Trustees, and has served on the National Budget Review Committee and Regional Volunteer Leadership Council.