Eugene Lam, Cfa Email & Phone Number

Vancouver, British Columbia, Canada

Oversee Corporate Finance functions for a rapidly growing hardware and software company which is tackling a growing global waste problem.Be sure to check Intuitive AI out at "https://intuitiveai.ca/"

Canada

Growing businesses need co-creators, not management consultants; and they need to manage their risk and spend. Bringing on fractional expertise and back office support is a great, strategic choiceTandem matches growing businesses with vetted fractional C-Suite, accounting and back office professionals. Tandem offers an innovative approach to working with growing businesses and not-for-profits.Through Tandem's network we are able to help growing companies with:FINANCE AND ACCOUNTING- CFOs- Controllers- Bookkeepers- Accounting TechnologistsCAPITAL RAISING & INVESTOR RELATIONS- Investor Readiness- Risk Assessment- Due Diligence- Pitch Coaching- Investor RelationsPEOPLE & OPERATIONS- COOs- HR Advisory- Recruitment- Digital AutomationsMARKETING & COMMUNICATIONS- Digital Marketing- Social Media- SEO- Pitch DecksPROGRAM APPLICATIONS & SUBMISSIONS- SRED (Scientific Research & Experimental Development)- Grant Applications- Technical Expertise / AdvisorsNETWORKING OPPORTUNITIES- Accelerators & Incubators- Seed / Angel Investors- Venture Capital

Greater Vancouver, British Columbia, Canada

Think like a Founder / Act like an Owner / Serve like a LeaderExperienced Corporate Finance Advisor working with a small select group of companies (typically 4 - 6 maximum) on a project / contract basis.- Fractional CFO- Strategic Advisor- Expertise in working capital planning and cashflow / treasury management.- Executive Leadership- Capital advisory and sourcing- M&A, Succession Planning and Shareholder Buyouts (Internal Advisor)- Financial Modeling / Sensitivity Analysis- Lead, manage and/or source fractional talent to assist small to mid sized private businesses (from early stage start up to well established enterprises).

Greater Vancouver, British Columbia, Canada

Executive Leader for 1 of 4 Commercial Banking Centres (CBC) in Greater Vancouver and led a team consisting of Risk Managers, Relationship Managers, Analysts, Treasury / Cash Management & Admin Officers. Responsible for all critical functions for the office including, sales, business development, credit adjudication / risk management, treasury / deposit compliance, AML / operational controls and HR / hiring / people development.- Managed the P&L for the centre and grew business on average by 11%+ per annum.- Adjudicated credit within discretionary lending limits.- Developed and mentored numerous staff who were successfully promoted to Senior roles with increased responsibilities.- Helped expand and grow the Bank's presence and reputation with Indigenous communities. Led the team in responding to and winning complex and highly competitive RFPs, the largest of which involved a major capital project in the mid-high 8 figures.

Vancouver, Canada Area

Led the Senior Sales Team within the Commercial Banking Centre and this consisted of Senior Relationship Managers and Account Managers.- Coached, mentored and managed the sales team to successfully exceed growth volumes. The Senior Sales Team achieved 20%+ growth resulting in $1.97B of combined credit facilities and deposit / treasury volumes managed at conclusion of tenure. - Managed external networking opportunities and events to help build the TD Brand in the market and with the business community. This included various public speaking engagements, conferences and networking events.- Selected by the Pacific SVP as an Annual Award Winner in recognition for exceeding branch growth targets.

Vancouver, Canada Area

Led a banking team which managed a portfolio of select high value clients for the office and executed Business Development strategies for the Commercial Banking Centre.- Financial modeling and sensitivity analysis to support the underwriting of credit facilities, the largest being in the mid 8 figures. - Grew deposit / treasury relationships, resulting in 2 of the largest deposit clients ever won ($300M+ & $150M+).- Developed new expertise for TD in financing of large capital projects for Not For Profits. Built board level relationships and differentiated TD such that 7 large RFPs / new clients were onboarded.- Was a leader in the region’s expansion into M&A and Cashflow lending with numerous transactions closed across a variety of industries; including manufacturing, wholesale distribution, construction materials, automotive, healthcare and insurance.- Worked closely with Strategic Acquirors, Private Equity groups, Family Offices and external advisors to complete transaction due diligence and negotiate contracts including Credit Agreements, Priority & Standstills / Intercreditor Agreements, Landlord Waivers, etc.

Vancouver, Canada Area

Managed a diverse portfolio of very active Commercial relationships. Successfully grew portfolio volumes ~400% and on boarded many new Commercial relationships to the Bank.

Vancouver, Canada Area

Cfa Charterholder

Bachelor Of Commerce - Bcom, Finance