David Lai Email
President and CEO
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David Lai Location
- Toronto, ON, CA
David Lai Work
- President and CEO @ Self-employed (April 2022 - Present)
- Senior Client Relationship Manager @ (March 2015 - October 2022)
- Client Relationship Manager @ (December 2012 - March 2015)
- Senior Associate @ (November 2011 - December 2012)
- Senior Client Portfolio Analyst @ (November 2010 - November 2011)
- Client Portfolio Analyst @ (October 2008 - October 2010)
David Lai Education
- Wilfrid Laurier University
MBA, CPA, CMA (Business)
2010-2013
David Lai Skills
- Financial Analysis
- Financial Accounting
- Risk Management
- Data Analysis
- Managerial Finance
- Relationship Management
- Break-even Analysis
- Cost Accounting
- Management Accounting
- Credit Risk
- Credit
- Banking
- Credit Analysis
- Strategic Financial Planning
- Financial Modeling
- Leadership
- Break Even Analysis
- Project Management
- Marketing
- Microsoft Office
- Analysis
- Retail Banking
- Mutual Funds
- Asset Management
- Mortgage Lending
- Investments
- Retirement Planning
David Lai Summary
- David Lai, based in Toronto, ON, CA, is currently a President and CEO at Self-employed. David Lai brings experience from previous roles at Scotiabank. David Lai holds a 2010 - 2013 MBA, CPA, CMA in Business @ Wilfrid Laurier University. With a robust skill set that includes Financial Analysis, Financial Accounting, Risk Management, Data Analysis, Managerial Finance and more. David Lai has 2 emails on RocketReach.
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