Alice Chan Email & Phone Number
Chief Accounting Officer @ CardWorks
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Alice Chan Location
- United States
Alice Chan Work
- Chief Accounting Officer @ (August 2026 - Present)
- Chief of Staff to CEO | Capital Strategy and Growth @ (January 2025 - January 2026)
- Chief Accounting Officer @ (July 2024 - October 2025)
- Chief Financial Officer @ (July 2021 - December 2023)
- Chief Financial Officer and Global Controller, Managing Director @ (January 2015 - January 2021)
- Head of Financial Operations, Vice President @ ConvergEx Group (Acquired by Cowen) (January 2014 - January 2015)
- Chief of Staff to CEO | Capital Strategy and Growth @ (October 2025 - Present)
- Vice President - Bank and Broker Dealer Financial and Regulatory Reporting @ (January 2004 - January 2014)
- Vice President-Regulatory Reporting @ (January 2012 - January 2013)
- Assistant Treasurer @ (January 2002 - January 2004)
Alice Chan Education
- Pace University - Lubin School of Business
Bachelor's degree (Finance)
- St. John's University
Master of Science (Accounting)
Alice Chan Skills
- Financial Regulations
- Build Strong Relationships
- Business Profitability
- Investor Relations
- Executive Team
- Management
- Presentations
- Financial Performance
- Financial Data
- Strategy Alignment
- Financial Statement Auditing
- Internal Audits
- Strategic Planning
- Working Capital Management
- Early-Stage Startups
- Global Leadership
- Cryptocurrency
- Swap dealer
- Broker dealer
- Business Licensing
- Startups
- FinTech
- Regulatory Compliance
- Banking
- SEC Financial Reporting
- ERP Implementations
- External Audits
- Accounting Standards
- Tax Planning
- Team Building
- Leadership
- Planning Budgeting & Forecasting
- Growth Strategies
- Financial Planning and Analysis (FP&A)
- Financial Audits
- Generally Accepted Accounting Principles (GAAP)
- Pre-IPO
- Teamwork
- Analytical Skills
- Financial Planning
- Business Planning
- Auditing
- Financial Reporting
- Budgeting
- Treasury Management
- Compensation Management
- Internal Controls
- Finance Transformation
- Operations Management
- Payroll Management
- Capital Management
- Project Planning
- Financial Accounting
- Financial Statements
- Series 27 and 99
- Certified Public Accounting (CPA)
- Finance
- Financial Services
- Financial Analysis
- Capital Markets
- Forecasting
- Asset Management
- Fixed Income
- Equities
- Derivatives
- Financial Modeling
- Risk Management
- Securities
- Corporate Finance
- Accounting
- Due Diligence
- Investment Banking
- FINRA
- Regulatory Reporting
Alice Chan Summary
- Alice Chan, based in United States, is currently a Chief Accounting Officer at CardWorks. Alice Chan brings experience from previous roles at Antalpha, Flutterwave, Genesis and Cantor Fitzgerald. Alice Chan holds a Bachelor's degree in Finance @ Pace University - Lubin School of Business. With a robust skill set that includes Financial Regulations, Build Strong Relationships, Business Profitability, Investor Relations, Executive Team and more. Alice Chan has 2 emails on RocketReach.
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