Leon Yin, Cfa, Frm

Leon Yin, Cfa, Frm Email and Phone Number

Founder @ Synertree IO | Management Consulting | Financial & Data Analytics | Digital Innovation | Product Design @ Synertree IO
Leon Yin, Cfa, Frm's Location
Vancouver, British Columbia, Canada, Canada
Leon Yin, Cfa, Frm's Contact Details

Leon Yin, Cfa, Frm work email

Leon Yin, Cfa, Frm personal email

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.

Leon Yin, Cfa, Frm's Current Company Details
Synertree IO

Synertree Io

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Founder @ Synertree IO | Management Consulting | Financial & Data Analytics | Digital Innovation | Product Design
Leon Yin, Cfa, Frm Work Experience Details
  • Synertree Io
    Founder
    Synertree Io Oct 2016 - Present
    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 insights and digital innovation solutions.
  • Anatona Llp
    Consulting Partner
    Anatona Llp Apr 2020 - Present
    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.
  • Holliswealth - A Division Of Scotia Capital
    Portfolio Management Analyst
    Holliswealth - A Division Of Scotia Capital Jun 2014 - Oct 2016
    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.
  • Supply & Demand Globe
    Financial Services Consultant
    Supply & Demand Globe Jan 2010 - Mar 2013
    Japan
    Valued private and public companiesDesigned investment criteria and research procedure using proprietary financial models
  • Warrington Pci Management
    Commercial Property Manager
    Warrington Pci Management Jan 2008 - May 2008
    Vancouver, Canada Area
  • Alphatrade.Com
    Business Development Associate
    Alphatrade.Com Nov 2005 - Oct 2006
    Vancouver, Canada Area

Leon Yin, Cfa, Frm Skills

Investments Quantitative Finance Portfolio Management Valuation Finance Investors Due Diligence Option Strategies Equity Research Financial Modeling Fintech Equities Real Estate Transactions Private Equity Investment Strategies Financial Analysis Funding Securities Asset Management Asset Allocation Derivatives Bonds Brand Design Content Marketing Enterprise Marketing

Leon Yin, Cfa, Frm Education Details

Frequently Asked Questions about Leon Yin, Cfa, Frm

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 the current company?

Leon Yin, Cfa, Frm's current role is Founder @ Synertree IO | Management Consulting | Financial & Data Analytics | Digital Innovation | Product Design.

What is Leon Yin, Cfa, Frm's email address?

Leon Yin, Cfa, Frm's email address is le****@****.ubc.ca

What schools did Leon Yin, Cfa, Frm attend?

Leon Yin, Cfa, Frm attended Johns Hopkins Whiting School Of Engineering, The University Of British Columbia, School Of The Art Institute Of Chicago.

What are some of Leon Yin, Cfa, Frm's interests?

Leon Yin, Cfa, Frm has interest in Statistic Measurement, Economic Empowerment, Technology, Education, Management Training, Self Help.

What skills is Leon Yin, Cfa, Frm known for?

Leon Yin, Cfa, Frm has skills like Investments, Quantitative Finance, Portfolio Management, Valuation, Finance, Investors, Due Diligence, Option Strategies, Equity Research, Financial Modeling, Fintech, Equities.

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