Vice President - Apac Equity Valuation Control And Business Finance
Current
Nov 2021 - Present
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Daniel Wan Email & Phone Number
Vice President, Equities Valuations & Business Finance at Bank of America Merrill Lynch | CFA, CPA, FRM, CAIA | Expert in Risk Management, Regulatory Compliance & Financial Analysis
at
Bank of America Merrill Lynch
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✓ Verified May 2026
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Current company
Role
Vice President, Equities Valuations & Business Finance at Bank of America Merrill Lynch | CFA, CPA, FRM, CAIA | Expert in Risk Management, Regulatory Compliance & Financial Analysis
Location
Hong Kong SAR, Hong Kong, Hong Kong
Company size
Who is Daniel Wan? Overview
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Quick answer
Daniel Wan is listed as Vice President, Equities Valuations & Business Finance at Bank of America Merrill Lynch | CFA, CPA, FRM, CAIA | Expert in Risk Management, Regulatory Compliance & Financial Analysis at Bank of America Merrill Lynch, a company with 23988 employees, based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a matched LinkedIn profile for Daniel Wan.
Daniel Wan previously worked as Vice President - APAC Equity Valuation Control and Business Finance at Bank Of America Merrill Lynch and Vice President, Investment Advisor at Psi Capital Asia Limited. Daniel Wan holds Bachelor Of Business Adminstration, Major In Accounting And Finance (Minor In Risk Management) from The University Of Hong Kong.
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Email format at Bank of America Merrill Lynch
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Bank of America Merrill Lynch
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Profile bio
About Daniel Wan
Highly driven financial professional with over 15 years of experience in risk management, regulatory compliance, and financial analysis across diverse asset classes including equities, FX, fixed income, and commodities. Proven track record in leading teams, developing risk mitigation strategies, and ensuring compliance with global regulatory standards.Key achievements include:- Successfully led operational incident resolution- Partnered with business to identify RWA reduction opportunities- Spearheaded process enhancements- Delivered positive realized return by proactively adjusting portfolio weightings and mitigating market risksI am passionate about leveraging my expertise in risk control and strategic financial management to drive success in dynamic financial environments.
Current workplace
Daniel Wan's current company
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Bank Of America Merrill Lynch
7 roles
Daniel Wan work experience
A career timeline built from the work history available for this profile.
Vice President, Investment Advisor
Psi Capital Asia Limited
- Achieved outstanding realized return in one month by proactively adjusting portfolio weightings and mitigating market risks.- Standardized risk reporting and automated order placement processes.- Led a team to execute risk control processes flawlessly.
Feb 2021 - Aug 2021
Assistant Vice President, Equities Product Control
- Identified and corrected P&L and valuation misstatements related to cross-currency basis not booked in a valuation model.- Enhanced accounting model eliminating over 1000 monthly manual adjustments.- Successfully executed firm strategy to shut down non-core businesses, recognized with Value of Service Award.
Jun 2014 - Feb 2021
Financial Services Audit Assistant Manager
- Directed a team to complete audits of Deutsche Bank's investment banking, securities brokerage, and asset management divisions.- Managed Lehman Brothers Liquidation, valuing a portfolio over US$20 billion and negotiating derivatives valuation in liquidation settlement.
Jan 2008 - Jan 2014
Product Control Summer Intern
Jun 2007 - Jul 2007
Private Wealth Management Intern
Mar 2007 - Jun 2007
Audit Summer Intern
Jun 2006 - Aug 2006
Team & coworkers
Colleagues at Bank of America Merrill Lynch
Other employees you can reach at bofaml.com. View company contacts for 23988 employees →
YS
Yin Sun
Colleague at Bank Of America Merrill Lynch
United States, United States
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GN
Guneet Narang
Colleague at Bank Of America Merrill Lynch
Ludhiana, Punjab, India, India
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ME
Mounia El-Abbassy Ward
Colleague at Bank Of America Merrill Lynch
Greater London, England, United Kingdom, United Kingdom
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NA
Nambi Angaiyarkanni
Colleague at Bank Of America Merrill Lynch
Jersey City, New Jersey, United States, United States
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OM
Olan Mcferrin
Colleague at Bank Of America Merrill Lynch
United States, United States
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NZ
Nancy Zhao 赵晨帆
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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EL
Emma Larrion
Colleague at Bank Of America Merrill Lynch
London, England, United Kingdom, United Kingdom
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EW
Elias Wacht, Cfa
Colleague at Bank Of America Merrill Lynch
New York, New York, United States, United States
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BA
Bardia Aghdaey
Colleague at Bank Of America Merrill Lynch
Washington, District Of Columbia, United States, United States
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AN
Arunima Nangia
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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Yin Sun
Colleague at Bank Of America Merrill Lynch
United States, United States
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GN
Guneet Narang
Colleague at Bank Of America Merrill Lynch
Ludhiana, Punjab, India, India
View →
ME
Mounia El-Abbassy Ward
Colleague at Bank Of America Merrill Lynch
Greater London, England, United Kingdom, United Kingdom
View →
NA
Nambi Angaiyarkanni
Colleague at Bank Of America Merrill Lynch
Jersey City, New Jersey, United States, United States
View →
OM
Olan Mcferrin
Colleague at Bank Of America Merrill Lynch
United States, United States
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NZ
Nancy Zhao 赵晨帆
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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EL
Emma Larrion
Colleague at Bank Of America Merrill Lynch
London, England, United Kingdom, United Kingdom
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EW
Elias Wacht, Cfa
Colleague at Bank Of America Merrill Lynch
New York, New York, United States, United States
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BA
Bardia Aghdaey
Colleague at Bank Of America Merrill Lynch
Washington, District Of Columbia, United States, United States
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AN
Arunima Nangia
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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4 education records
Daniel Wan education
Bachelor Of Business Adminstration, Major In Accounting And Finance (Minor In Risk Management)
Postgraduate Diploma, Financial Engineering
Cerfiticate, Master Of Financial Engineering Pre-Course Program
Exchange Study, Business Economics
FAQ
Frequently asked questions about Daniel Wan
Quick answers generated from the profile data available on this page.
What company does Daniel Wan work for?
Daniel Wan works for Bank of America Merrill Lynch.
What is Daniel Wan's role at Bank of America Merrill Lynch?
Daniel Wan is listed as Vice President, Equities Valuations & Business Finance at Bank of America Merrill Lynch | CFA, CPA, FRM, CAIA | Expert in Risk Management, Regulatory Compliance & Financial Analysis at Bank of America Merrill Lynch.
Where is Daniel Wan based?
Daniel Wan is based in Hong Kong SAR, Hong Kong, Hong Kong while working with Bank of America Merrill Lynch.
What companies has Daniel Wan worked for?
Daniel Wan has worked for Bank Of America Merrill Lynch, Psi Capital Asia Limited, Barclays Investment Bank, Kpmg China, and Credit Suisse.
Who are Daniel Wan's colleagues at Bank of America Merrill Lynch?
Daniel Wan's colleagues at Bank of America Merrill Lynch include Yin Sun, Guneet Narang, Mounia El-Abbassy Ward, Nambi Angaiyarkanni, and Olan Mcferrin.
How can I contact Daniel Wan?
You can use AeroLeads to view verified contact signals for Daniel Wan at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Daniel Wan attend?
Daniel Wan holds Bachelor Of Business Adminstration, Major In Accounting And Finance (Minor In Risk Management) from The University Of Hong Kong.
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