Derek Chan Email & Phone Number

I am an active member of the Montreal FinTech community. I completed the Formathon program, which is a FinTech incubation program aimed to develop teams to solve some of finance's biggest problems with Technology. Over the course of the summer, we developed wireframe solutions & prototypes and concluded with a tactics to gain customer buy in. By participating in these startup incubators, I have gained considerable experience in seeking out Stakeholder feedback, working with diverse teammates, and strong sense of business process design. My current Interests revolve around the psychology behind human interactions with technology.As an Accounting Manager working at one of the largest Custodian Banks in the world, I understand the complexity and risks involved in producing a timely and accurate NAV to be traded in the Financial Markets. I understand that my job is more than just numbers and always take the time to engage various stakeholders to ensure the best outcome. After earning my Lean Practitioner status at my employer, I've been instrumental in fostering better communication across teams, streamlining labor-intensive processes and implementing smarter controls to mitigate risks.Montreal AI Ethics Community MemberThe Building Blocks Fintech CertificateInvestor Services Americas Diversity and Inclusion Committee member. Environmental Sustainability Employee Network (ESEN) Marketing and Employee Engagement Committee Member,Green Team Canada Committee Member,Global Outreach Volunteering Committee Member,Montreal Social Committee Member, And Manager in the Institutional Investor Services Canada Accounting Team. CFA Level 2 CandidateManager’s Journey (Executive Management Development Program) BSc. Psychology / Accounting Cert.

Listed skills include Financial Analysis, Business Process Design, Data Analysis, Investments, and 17 others.