AeroLeads people directory · profile
Leon Yin, Cfa, Frm Email & Phone Number
Principal
at
Synertree IO
1 work email found
@alumni.ubc.ca
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Vancouver, British Columbia, Canada
Company size
Who is Leon Yin, Cfa, Frm? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Leon Yin, Cfa, Frm is listed as Principal at Synertree IO, a with 2 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at alumni.ubc.ca and a matched LinkedIn profile for Leon Yin, Cfa, Frm.
Leon Yin, Cfa, Frm previously worked as Founder at Synertree Io and Consulting Partner at Anatona Llp. Leon Yin, Cfa, Frm holds Master' Of Ai Engineering Candidate, Ai Engineering from Johns Hopkins Whiting School Of Engineering.
Company email context
Email format at Synertree IO
This section adds company-level context without repeating Leon Yin, Cfa, Frm's masked contact details.
*@alumni.ubc.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Leon Yin, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About Leon Yin, Cfa, Frm
I worked in financial advisory for over a decade before founding Synertree.io in 2016 to help investors gain data-driven financial insights through financial modeling and Software as a Service (SaaS). Since 2018, I have collaborated closely with business leaders on financial and digital transformation initiatives, completing over 80 projects for small to mid-sized companies, banks, and government corporations.At Synertree, my mission is to help clients create value through purposeful communication and optimized processes. As a digital innovation company, we also design SaaS platforms and data transformation solutions, leveraging data science and programming to deliver advanced financial and data-driven insights.I am a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Accredited Business Valuator, and a candidate for the Master of AI Engineering at Johns Hopkins University.Currently, I lead ExitMA.com, a platform designed to assist SMEs with buyer engagement through automated process control and lead management.
Listed skills include Investments, Quantitative Finance, Portfolio Management, Valuation, and 21 others.
Current workplace
Leon Yin, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
Synertree Io
7 roles
Leon Yin, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Founder
Synertree IO is a financial consulting & digital innovation solutions company. The company provides financial & data analytics, software engineering, and digital transformation solutions to mid-market companies and government corporation clients. Our mission is to help our clients transform their businesses & unlock value with data-driven financial insights and digital innovation solutions.
Consulting Partner
Anatona is a management consulting firm in Vancouver BC. We help our portfolio companies & crown corporation clients grow & exit with advisory services.
Portfolio Management Analyst
Developed and executed investment strategies for 300 M+ investment portfolios. Carried fundamental analysis on equity holdings and directed asset allocation based on the macro environment. Strong focus on quantitative measures. Advised clients on North American equity positions.
Jun 2014 - Oct 2016
Financial Services Consultant
Supply & Demand Globe
Valued private and public companiesDesigned investment criteria and research procedure using proprietary financial models
Jan 2010 - Mar 2013
Commercial Property Manager
Jan 2008 - May 2008
Business Development Associate
Nov 2005 - Oct 2006
3 education records
Leon Yin, Cfa, Frm education
Master' Of Ai Engineering Candidate, Ai Engineering
Dule, Bachelor Of Business In Real Estate
Education record
FAQ
Frequently asked questions about Leon Yin, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does Leon Yin, Cfa, Frm work for?
Leon Yin, Cfa, Frm works for Synertree IO.
What is Leon Yin, Cfa, Frm's role at Synertree IO?
Leon Yin, Cfa, Frm is listed as Principal at Synertree IO.
What is Leon Yin, Cfa, Frm's email address?
AeroLeads has found 1 work email signal at @alumni.ubc.ca for Leon Yin, Cfa, Frm at Synertree IO.
Where is Leon Yin, Cfa, Frm based?
Leon Yin, Cfa, Frm is based in Vancouver, British Columbia, Canada while working with Synertree IO.
What companies has Leon Yin, Cfa, Frm worked for?
Leon Yin, Cfa, Frm has worked for Synertree Io, Anatona Llp, Holliswealth - A Division Of Scotia Capital, Supply & Demand Globe, and Warrington Pci Management.
How can I contact Leon Yin, Cfa, Frm?
You can use AeroLeads to view verified contact signals for Leon Yin, Cfa, Frm at Synertree IO, including work email, phone, and LinkedIn data when available.
What schools did Leon Yin, Cfa, Frm attend?
Leon Yin, Cfa, Frm holds Master' Of Ai Engineering Candidate, Ai Engineering from Johns Hopkins Whiting School Of Engineering.
What skills is Leon Yin, Cfa, Frm known for?
Leon Yin, Cfa, Frm is listed with skills including Investments, Quantitative Finance, Portfolio Management, Valuation, Finance, Investors, Due Diligence, and Option Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial