Principal
CurrentProvide corporate advisory services to companies including fractional executive services, business turnarounds, strategic advisory services, and capital raising.
May 2013 - Present
AeroLeads people directory · profile
Daniel Wu, Mba Email & Phone Number
FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER
at
Karpas Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER
Location
San Clemente, California, United States
Who is Daniel Wu, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Wu, Mba is listed as FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER at Karpas Advisors, based in San Clemente, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Wu, Mba.
Daniel Wu, Mba previously worked as Principal at Karpas Advisors and Chief Executive Officer at Ecom Medical Inc.. Daniel Wu, Mba holds Mba, Finance And Entrepreneurship from Usc Marshall School Of Business.
Company email context
Email format at Karpas Advisors
This section adds company-level context without repeating Daniel Wu, Mba's masked contact details.
Karpas Advisors
Review company-level records connected to Daniel Wu, Mba before choosing the right outreach path.
Profile bio
About Daniel Wu, Mba
Collaborative senior-level financial executive accountable for managing a company’s financial success. Drive the financial planning, perform risk management by analyzing the organization’s liabilities and investments and decide on investment strategies by considering cash and liquidity risks. Demonstrated leadership and continuous evaluation of company goals with direct impact on all aspects of strategic planning and internal and external financing.
Current workplace
Daniel Wu, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Daniel Wu, Mba work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
Apr 2022 - Oct 2024
Chief Financial Officer
Member of the executive team involved in all aspects of launching ECOM® (Endotracheal Cardiac Output Monitoring) medical device for use on intubated patients giving real-time information for patient hemodynamic optimization.
Oct 2014 - Oct 2024
Chief Financial Officer
Member of new executive management team brought in by MLB Advanced Media, L.P. after they acquired Tickets.com in 2005. Played an integral part in company turnaround which became a profitable company for the first time in 2006.
May 2005 - Jan 2013
Chief Financial Officer And Chief Operating Officer
Dentalview, Inc
At a very critical time after the resignation of the CEO, I assumed overall responsibilities for the company's operations including finance and accounting, production, research and development, regulatory affairs and customer service.Devised and implemented cost reduction initiatives that reduced the company's monthly cash burn rate by 50%.Primary.
Feb 2001 - Feb 2004
Assistant Corporate Controller
Prepared a five-year profit and loss forecast for U.S. operations, which the Board of Directors approved.Prepared timely monthly profit and loss and various ad hoc financial analyses for executive management.Prepared the annual budget that included a full set of financial statements derived from various financial assumptions based on a solid understanding.
Jan 1999 - Jan 2001
Assistant Corporate Controller
Calmar Dispensing Systems Inc
Successfully coordinated a due diligence engagement with KPMG and PricewaterhouseCoopers related to the $400 million transaction involving the sale of Calmar Dispensing Systems Inc.Prepared monthly product line analyses of consolidated company results for the Board of Directors.Responsible for SEC reporting, which required a solid understanding of SEC.
Jan 1997 - Jan 1999
Supervising Senior Accountant
Executed all phases of the audit process including planning, substantive testing, financial statements preparation, review and analyses of internal control compliance and required audit correspondence.Implemented an analytical approach to the audit process, which utilized and relied on account analyses, industry knowledge and market trend.
Jan 1994 - Jan 1997
2 education records
Daniel Wu, Mba education
Mba, Finance And Entrepreneurship
Usc Marshall School Of Business
Business, Accounting
California State University-Long Beach - College Of Business
FAQ
Frequently asked questions about Daniel Wu, Mba
Quick answers generated from the profile data available on this page.
What company does Daniel Wu, Mba work for?
Daniel Wu, Mba works for Karpas Advisors.
What is Daniel Wu, Mba's role at Karpas Advisors?
Daniel Wu, Mba is listed as FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER at Karpas Advisors.
Where is Daniel Wu, Mba based?
Daniel Wu, Mba is based in San Clemente, California, United States while working with Karpas Advisors.
What companies has Daniel Wu, Mba worked for?
Daniel Wu, Mba has worked for Karpas Advisors, Ecom Medical Inc., Tickets.Com, Inc., Dentalview, Inc, and Nobel Biocare.
How can I contact Daniel Wu, Mba?
You can use AeroLeads to view verified contact signals for Daniel Wu, Mba at Karpas Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Wu, Mba attend?
Daniel Wu, Mba holds Mba, Finance And Entrepreneurship from Usc Marshall School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial