William Poon Email & Phone Number
Sr. Managing Director, CFO, CCO, FINOP, Founding Member @ Casimir Capital
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William Poon Location
- Greenwich, CT, US
William Poon Work
- Sr. Managing Director, CFO, CCO, FINOP, Founding Member @ (January 2001 - Present)
- Registered Representative and Senior Operations Associate @ Sands Brothers & Co., Ltd. (January 1997 - January 2001)
- Demand Deposit Administrator and Treasury Specialist @ (January 1992 - January 1996)
William Poon Education
- Boston University
Bachelor's degree (Applied Mathematics)
William Poon Skills
- Microsoft Office
- Project Management
- Program Management
- Research
- Finance
- Financial Analysis
- U.S. Generally Accepted Accounting Principles Gaap
- Financial Reporting
- Financial Statements
- Due Diligence
- Anti Money Laundering
- Accounting
- Internal Controls
- Year End Close
- Payroll Administration
- Executive Management
- Regulatory Reporting
- Human Resources Hr
- Regulatory Compliance
- Broker Dealer Compliance
- Business Continuity Planning
- Regulatory Requirements
- Treasury
- Account Reconciliation
- Human Resources
- u.s. Generally Accepted Accounting Principles
William Poon Summary
- William Poon, based in Greenwich, CT, US, is currently a Sr. Managing Director, CFO, CCO, FINOP, Founding Member at Casimir Capital. William Poon brings experience from previous roles at Sands Brothers & Co., Ltd. and National Bank of Canada. William Poon holds a Bachelor's degree in Applied Mathematics @ Boston University. With a robust skill set that includes Microsoft Office, Project Management, Program Management, Research, Finance and more. William Poon has 1 emails and 1 mobile phone numbers on RocketReach.
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