David Wan, Cpa, Ca, Cfa Email and Phone Number
David Wan, Cpa, Ca, Cfa work email
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David Wan, Cpa, Ca, Cfa personal email
David Wan, Cpa, Ca, Cfa is a VP - Finance and Corporate Development - IKPN and Dandelion Inc. at IKPN. He possess expertise in financial accounting, accounting, auditing, financial reporting, internal controls and 7 more skills.
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Vp, Finance And Corporate DevelopmentIkpn Aug 2022 - PresentEdmonton, Alberta, CanadaFounded in 2021, Independent Knowledge Partner Network (IKPN) is dedicated to investing in, supporting, and connecting with their partners. With a focus on deploying strategic minority equity investments within the marketing/advertising and ad-tech industries, IKPN aims to support network partners, helping them to reach their goals. We connect them with other partners who hold access to the tech, tools, and talent to become market leaders.www.ikpn.org -
Vp, Finance And Corporate DevelopmentDandelion Inc Aug 2022 - PresentToronto, Ontario, CanadaEstablished in 2017 and acquired by LoKnow Inc. in 2022, Dandelion is a digital transformation and licensing Partner for Google, Amazon and Samsung marketing platforms, as well as other adtech tools. Focused on enhancing clients’ digital marketing maturity, Dandelion delivers strategies that blend platform licensing, advanced analytics and marketing technology solutions that are unparalleled in the industry.www.dandelioninc.ca -
Director - Growth And Transition CapitalBdc Jul 2019 - Aug 2022Edmonton, Canada AreaLeading transactions from inception to close by providing innovative financing for M&A, management buy outs and growth capital through solutions including mezzanine financing and equity investment.Transactions closed in: digital advertising technology, manufacturing, distribution, healthcare-tech, oil and gas services, and SaaS. -
Associate Director - Growth And Transition CapitalBdc Jan 2018 - Jul 2019Edmonton, Canada AreaBuy-side advisory and evaluation of various transaction types, including M&A, management buy outs and growth capital through solutions including mezzanine financing and equity investment.Financial modelling and business valuation, portfolio management, deal evaluation, advisory on capital structures and supporting corporate finance transactions through the deal origination stage, assessment and analysis, financial and operational due diligence and close. -
Manager - AssuranceBdo Canada Nov 2014 - Jan 2018Calgary, Canada AreaPreviously Calvista LLP.Complex accounting transactions advisory, financial due diligence and quality of earnings analyses for acquisitions and divestitures, financial modelling for valuation of companies and intangible assets.Detailed review of audit and review engagement files, coordinated and worked with underwriters and agents on propectus filings and offering memorandums.Coordinated and led multiple assurance teams in audit and review engagements of public, private, and not-for-profit organizations under IFRS, ASPE, and ASNPO. -
Staff Accountant - AssuranceEy Sep 2013 - Nov 2014Calgary, Canada AreaCompleted audit and review engagements of public and private company financial statements under both IFRS and ASPE.Performed CSOX Control Testing to support opinions regarding control over financial reporting and financial analysis for client prospectuses. -
Financial Systems Support - Summer StudentGovernment Of Alberta May 2011 - Aug 2013Edmonton, Canada AreaAdministered financial system securities, coordinated reporting and prepared reports/ provided recommendations within the GOA’s Contract Management System for Ministry construction projects.
David Wan, Cpa, Ca, Cfa Skills
David Wan, Cpa, Ca, Cfa Education Details
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Accounting And Finance -
Chartered Accountant -
Cfa InstituteChartered Financial Analyst
Frequently Asked Questions about David Wan, Cpa, Ca, Cfa
What company does David Wan, Cpa, Ca, Cfa work for?
David Wan, Cpa, Ca, Cfa works for Ikpn
What is David Wan, Cpa, Ca, Cfa's role at the current company?
David Wan, Cpa, Ca, Cfa's current role is VP - Finance and Corporate Development - IKPN and Dandelion Inc..
What is David Wan, Cpa, Ca, Cfa's email address?
David Wan, Cpa, Ca, Cfa's email address is david.wan@bdc.ca
What schools did David Wan, Cpa, Ca, Cfa attend?
David Wan, Cpa, Ca, Cfa attended University Of Alberta, Chartered Professional Accountants Of Canada (Cpa Canada), Cfa Institute.
What skills is David Wan, Cpa, Ca, Cfa known for?
David Wan, Cpa, Ca, Cfa has skills like Financial Accounting, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Tax, Financial Statements, International Financial Reporting Standards, Corporate Finance, Financial Modeling, Business Valuation.
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