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Leon Yin, Cfa, Frm is listed as Founder @ Synertree IO | Management Consulting | Financial & Data Analytics | Digital Innovation | Product Design at Synertree IO, 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.
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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.
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200-1847 Marine Drive, West Vancouver, BC
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.
Vancouver, British Columbia, Canada
Anatona is a management consulting firm in Vancouver BC. We help our portfolio companies & crown corporation clients grow & exit with advisory services.
Vancouver, Canada Area
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.
Japan
Valued private and public companiesDesigned investment criteria and research procedure using proprietary financial models
Artificial intelligence Master’s Degree
Activities and Societies: Alumni Network: leon.yin@alumni.ubc.ca
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Leon Yin, Cfa, Frm works for Synertree IO.
Leon Yin, Cfa, Frm is listed as Founder @ Synertree IO | Management Consulting | Financial & Data Analytics | Digital Innovation | Product Design at Synertree IO.
AeroLeads has found 1 work email signal at @alumni.ubc.ca for Leon Yin, Cfa, Frm at Synertree IO.
Leon Yin, Cfa, Frm is based in Vancouver, British Columbia, Canada while working with Synertree IO.
Leon Yin, Cfa, Frm has worked for Synertree Io, Anatona Llp, Holliswealth - A Division Of Scotia Capital, Supply & Demand Globe, and Warrington Pci Management.
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Leon Yin, Cfa, Frm holds Master' Of Ai Engineering Candidate, Ai Engineering from Johns Hopkins Whiting School Of Engineering.
Leon Yin, Cfa, Frm is listed with skills including Investments, Quantitative Finance, Portfolio Management, Valuation, Finance, Investors, Due Diligence, and Option Strategies.
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