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Millicent Poon Location
Toronto, ON, CA
Millicent Poon Work
Chief Financial Officer, Tangerine Bank @ (September 2024 - Present)
Vice President, Global Risk Management Finance @ (February 2020 - September 2024)
Director, Global Operations Finance @ (December 2018 - February 2020)
Director, Business Planning, Scotia Institutional Asset Management @ (May 2016 - November 2018)
Director, Strategy Development and Communications, Global Wealth Management @ (June 2015 - May 2016)
Director, Strategy, Planning and Communications for International Wealth Management and Pensions @ (October 2013 - June 2015)
Director International Investment Products Compliance @ (January 2013 - October 2013)
VP Financial Planning and Corporate Development @ (September 2011 - June 2012)
Director of Corporate Development @ (May 2008 - September 2011)
Investment Associate @ (January 2005 - January 2008)
Manager, Business Recovery Advisory (Latin America) @ (January 2000 - January 2005)
Audit Senior @ (September 1997 - May 2000)
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.
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