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Daniel Wu, Mba Email & Phone Number

FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER at Karpas Advisors
Location: San Clemente, California, United States 8 work roles 2 schools
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Role
FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER
Location
San Clemente, California, United States

Who is Daniel Wu, Mba? Overview

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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.

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Karpas Advisors

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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.

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Daniel Wu, Mba's current company

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Karpas Advisors
Karpas Advisors
FINANCIAL EXECUTIVE – CHIEF FINANCIAL OFFICER
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8 roles

Daniel Wu, Mba work experience

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Principal

Current

Corona Del Mar, Ca, Us

Provide corporate advisory services to companies including fractional executive services, business turnarounds, strategic advisory services, and capital raising.

May 2013 - Present

Chief Executive Officer

San Juan Capistrano, California, Us

Apr 2022 - Oct 2024

Chief Financial Officer

San Juan Capistrano, California, Us

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

Costa Mesa, California, Us

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 responsibility for preparing an Offering Circular with ING Barings to sell the company or enter into a distribution partnership.Raised $1,000,000+ in bridge financing from existing group of investors.Together with the company's investors and board, we developed a distribution strategy utilizing outside dental distribution partners, as well as, outsourcing production of the company's product line. Prepared the company's business plan used to secure late round financing in the amount of $5,000,000.Extensive involvement in every aspect of the company's business which included procurement of inventory, building customer revenue models for the company's sales group, managing human resource functions, and preparing various operational procedures throughout the company.

Feb 2001 - Feb 2004

Assistant Corporate Controller

Zurich, Ch

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 of company operations.Coordinated and facilitated the successful completion of the company's transfer pricing study.Responsible for the company's financial statement audit and all corporate and state income tax returns.

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 reporting regulations.Facilitated the successful implementation of new accounting systems in the Chinese subsidiary of Calmar.Created capitalizable variance and fixed costs methodology to facilitate accurate capture of cost of goods sold and full absorption accounting.Computed consolidated tax provision and deferred taxes analyses involving multinational subsidiaries.

Jan 1997 - Jan 1999

Supervising Senior Accountant

New York, Ny, Us

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 comparisons.Supervised and evaluated audit work of staff accountants to develop accounting and auditing skills.Planned and staffed engagements ensuring coordination between the audit team and the client.Mentored newly hired accountants to facilitate a smooth transition into the company.

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.

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