Derek Wan Email
Associate Director, Corporate Actions @ Kingsdale Advisors
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Derek Wan Location
- Toronto, ON, CA
Derek Wan Work
- 2024 - now Associate Director, Corporate Actions @
- 2023 - 2023 Asset Reclamation Specialist @
- 2022 - 2023 Manager @
- 2018 - 2022 Assistant Manager @
- 2015 - 2018 Senior Accounting Officer @
- 2014 - 2015 Reporting Analyst @
- 2013 - 2014 Fund Accountant @
- 2012 - 2013 Reporting Analyst @
- 2010 - 2010 Business Performance Analyst @
- 2010 - 2010 Business Analyst @
- 2009 - 2009 Operations and PMO Analyst @ British Columbia Transmission Corporation
- 2008 - 2008 Process Specialist @
- 2008 - 2008 Junior IT Service Analyst @ Ontario Ministry of Health and Long Term Care
- 2007 - 2007 Software Application Developer @ Netic System Limited
Derek Wan Education
- University of Waterloo
Bachelor of Mathematics (Mathematics and Business Administration (Finance Option))
2007 - 2011
Derek Wan Skills
- Equities
- Investments
- Wealth Management
- Mutual Funds
- Portfolio Management
- Capital Markets
- Financial Analysis
- Financial Accounting
- Tax Returns
- VBA
- Valuation
- ALM
- Bloomberg
- Derivatives
- Financial Modeling
- Risk Management
- Fixed Income
- Fund Accounting
- Financial Reporting
- Business Analysis
- Banking
- Corporate Actions
Derek Wan Summary
- Derek Wan, based in Toronto, ON, CA, is currently a Associate Director, Corporate Actions at Kingsdale Advisors. Derek Wan brings experience from previous roles at Kingsdale Advisors and Scotiabank. Derek Wan holds a 2007 - 2011 Bachelor of Mathematics in Mathematics and Business Administration (Finance Option) @ University of Waterloo. With a robust skill set that includes Equities, Investments, Wealth Management, Mutual Funds, Portfolio Management and more. Derek Wan has 3 emails on RocketReach.
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