Donald Chu, Cebs Email & Phone Number

Santa Monica, California, Us

As your cybersecurity partner, we handle:Endpoint Protection:Empower your defense with Ottimo's AI-driven Endpoint Detection and Response (EDR) solutions.Security Operations Center (SOC):Stay vigilant with Ottimo's 24/7 monitoring and rapid response SOC team.URL Protection / Link Blocking:Secure your network with Ottimo's DNS-level URL blocking.Email Security:Combat phishing attacks with Ottimo's multi-layered email security.Password Management:Streamline authentication and enhance security with Ottimo's password management solutions.Security Compliance and Data Loss Prevention:Ensure compliance and protect sensitive data with Ottimo's tailored security frameworks.Staff Cybersecurity Training and Vulnerability Assessment:Empower your team to mitigate risks with Ottimo's comprehensive training and assessments.Data Backup / Disaster Recovery:Prepare for the unexpected with Ottimo's disaster recovery solutions.

Experienced CFO consulting firm specializing in driving financial success for SMEs and startups. Trusted CFO Partner offers fractional CFO services, including cash flow forecasts and risk management.📈 Financial Strategy & Planning: Aligning financial strategies with organizational goals, we excel in forecasting and budgeting for growth.💼 Fractional CFO Services: Providing leadership during growth periods, ensuring a smooth financial transition.📊 Risk Management & Compliance: Specializing in robust risk management, we identify and mitigate financial risks.💡 Operational Efficiency: Streamlining financial processes and implementing cost-saving initiatives for enhanced efficiency.🌍 Cross-Border Expertise: Managing international finances and cross-border transactions for US and Canadian markets.Why Partner with Us:🤝 Collaborative Approach: Working closely with executive teams to align financial objectives with broader goals.🔍 Analytical Insight: Identifying financial trends and providing actionable insights for informed decision-making.🔒 Confidentiality & Integrity: Upholding the highest standards of confidentiality, we prioritize trust and transparency.

Vancouver, British Columbia, Ca

Since 2017 I have been the agency's principal owner and director of BenefitDeck, continuing to strategically guide its growth through the team's day to day execution.

Vancouver, British Columbia, Ca

BenefitDeck is a health benefits consulting company guided by the principles of trust, integrity, and client satisfaction. Our commitment is to help make your company a highly desirable employer through creating a winning benefit plan.What we do: Benefit Plan Consulting- Plan Customization- Benchmarking - Renewal Analysis - Pricing survey- Association Programhttp://www.benefitdeck.com/

Toronto, Ontario, Ca

In 2021, Donald relocated to Southern California to lead US go to market strategy to drive growth and partnerships in the US. Donald continues to oversee finance, compliance, and serve on the Finaeo board until January 2024.

Toronto, Ontario, Ca

Finaeo is a high-growth Insurtech startup that is reinventing life, accident and sickness insurance distribution for a digital era. In 2021, Finaeo was licensed in 50 states in the US, and 6 provinces in Canada. In addition to overseeing compliance and finance as an executive, Donald serves on the Finaeo board to drive strategy.

Toronto, Ontario, Ca

Toronto, Ontario, Ca

As an authorized representative and consultant to the CBIA, Donald and his team at the Mass & Company Inc. provides risk management insurance advice to over 3,000 independent lawyers and 300 law firms in BC. We provide:- CBIA Bar Group employee benefit plans to independent law firms- Life, disability, and critical illness insurance for lawyers and legal professionals- Business Overhead Expense Insurance for law practice in the event of disabilityIf you are a lawyer, judge, or crown counsel interested in coverage, visit: www.barinsurance.com

Led a team to exceed revenue targets in the benefit, pension, and commercial business lines and managing expenses through financial discipline.Executed a business plan with a team of marketing, sales, financial, operational, and IT professionals.Provided an environment for employees to grow and prosper by promoting intra-preneural, blame-free culture, coaching team leaders to lead their team in achieving their goals.Created successful strategic alliances with other organizations that align with our long term business vision.

Toronto, Ontario, Ca

Led a team of dedicated and talented committee membersDelivered value proposition to current sponsorsAttracted potential sponsors to a strong committed membership basehttp://advocisvancouver.ca/

Winnipeg, Mb, Ca

Consistently ranked as the top account manager for the small business product area amongst over 80 peers nationally based on premium growth, retention targets, and profitability of the block of business.Led a team consisting of sales, service, and administration functions and empowered team members to make business decisions.Built profitable relationships with external distribution partners.Managed various business functions in order to maintain and grow over $17 million in premium revenue.

As VP of Corporate Development, Donald was responsible for actively liaise with investment banking contacts. Aspert Development Inc. was a software development company positioned as an Enterprise Resource Management (ERM) Application Service Provider (ASP). It was no longer in business as of 2003.

Calgary, Ab, Ca

As an Associate at Jones, Gable & Company Limited, Donald was involved in helping companies access the Canadian capital markets, including:- Private placements- Initial public offerings (IPO)- Secondary public market offerings- Flow through share issues- Rights offering (RTO)

Executive Education Program

Cebs Designation, Healthcare Insurance, Pension, Legislation, Compensation

Bba, Finance