2015 -
2016 Director, Strategy Development and Communications, Global Wealth Management @
2013 -
2015 Director, Strategy, Planning and Communications for International Wealth Management and Pensions @
2013 -
2013 Director International Investment Products Compliance @
2011 -
2012 VP Financial Planning and Corporate Development @
2008 -
2011 Director of Corporate Development @
2005 -
2008 Investment Associate @
2000 -
2005 Manager, Business Recovery Advisory (Latin America) @
1997 -
2000 Audit Senior @
Millicent Poon Education
CFA Institute
Chartered Financial Analyst (CFA) (Finance)
2001
-
2003
CA Institute of British Columbia
Chartered Accountant (CA) (Accounting)
1997
-
2000
The University of British Columbia
Bachelor Commerce, Honours (Finance)
1993
-
1997
Millicent Poon Skills
Corporate Finance
Due Diligence
Financial Analysis
Restructuring
Financial Modeling
Mergers
Business Valuation
Valuation
Accounting
Private Equity
Investor Relations
M&A experience
Internal Controls
Capital Budgeting
Strategic Financial Planning
Capital Markets
Divestitures
Corporate Development
Forecasting
Financial Planning
Development
Banking
Communications
Strategy
Wealth Management
Strategy Development
Millicent Poon Summary
Millicent Poon, based in Toronto, ON, CA, is currently a Chief Financial Officer, Tangerine Bank at Tangerine. Millicent Poon brings experience from previous roles at Scotiabank. Millicent Poon holds a 2001 - 2003 Chartered Financial Analyst (CFA) in Finance @ CFA Institute. With a robust skill set that includes Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Financial Modeling and more. Millicent Poon has 2 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.