Evelyn Foo, Cpa, Ca, Cdi.D work email
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Evelyn Foo, Cpa, Ca, Cdi.D personal email
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A financial services professional with deep and broad experience in all aspects of the asset management industry. Director on public and not for profit boards.Specialties: operational and financial analysis, regulatory compliance, risk infrastructure development and analysis, securities valuation, investment product structure, merger and acquisition strategy
Efoo Consulting Inc.
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PresidentEfoo Consulting Inc. Mar 2019 - PresentConsulting support in areas of administration, regulatory compliance, finance/tax, product creation and strategy for asset management and investment fund companies.Participation on Corporate Boards and Independent Review Committees
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President, Chief Operating Officer, Chief Financial Officer And Board DirectorGalileo Global Equity Advisors Inc. May 2009 - Feb 2019Responsible for Strategic Vision, Product Development, Finance, Operations,Compliance and Office Administrative roles at firmStrategic Vision - leadership in guiding firm to growth and scaleProduct Development - provision of product characteristics leveraging firm's bench-strength in asset management Finance - strategic analysis of current and projected business growth modelling from both finance and tax perspectiveOperations - identification of gaps, process re-engineering and change managementCompliance - ensuring compliance with accounting, tax and regulatory legislationMergers and acquisitons - due diligence analysis, execution and implementationOffice Administration - facilities and office managementCorporate Board Director and reporting for Independent Review Committee
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Senior Director For Fund Oversight And Fund ValuationsCibc 1998 - 2009Toronto, Ontario, CaController and oversight of Bank's mutual funds and pooled funds for accounting, tax and regulatory compliance encompassing over 140 funds.Integral participant on Board and Independent Review Committee reporting, product development and business acquisitions. -
Senior Manager, External Fund ServicesTd Bank 1995 - 1998Toronto, Ontario, CaFund accounting servicing for 15 external mutual fund clients with 120+ funds managing staff of 20. -
ControllerFranklin Templeton Investments 1991 - 1995San Mateo, California, UsController for mutual and institutional funds encompassing 50+ funds managing staff of 20. -
Supervisor, Audit AssurancePrice Waterhouse Coopers 1987 - 1991GbAudit roles in financial services sector: mutual funds, banks and insurance companies
Evelyn Foo, Cpa, Ca, Cdi.D Skills
Evelyn Foo, Cpa, Ca, Cdi.D Education Details
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University Of TorontoAccounting And Economics
Frequently Asked Questions about Evelyn Foo, Cpa, Ca, Cdi.D
What company does Evelyn Foo, Cpa, Ca, Cdi.D work for?
Evelyn Foo, Cpa, Ca, Cdi.D works for Efoo Consulting Inc.
What is Evelyn Foo, Cpa, Ca, Cdi.D's role at the current company?
Evelyn Foo, Cpa, Ca, Cdi.D's current role is Experienced Financial Executive in Investment Management Industry.
What is Evelyn Foo, Cpa, Ca, Cdi.D's email address?
Evelyn Foo, Cpa, Ca, Cdi.D's email address is ev****@****ail.com
What schools did Evelyn Foo, Cpa, Ca, Cdi.D attend?
Evelyn Foo, Cpa, Ca, Cdi.D attended University Of Toronto.
What skills is Evelyn Foo, Cpa, Ca, Cdi.D known for?
Evelyn Foo, Cpa, Ca, Cdi.D has skills like Financial Services, Investments, Mutual Funds, Valuation, Asset Management, Finance, Mergers And Acquisitions, Financial Analysis, Financial Risk, Accounting, Banking, Auditing.
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