Leon Yin, Cfa, Frm Email and Phone Number
Leon Yin, Cfa, Frm work email
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Leon Yin, Cfa, Frm personal email
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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.
Synertree Io
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FounderSynertree Io Oct 2016 - Present200-1847 Marine Drive, West Vancouver, BcSynertree 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 PartnerAnatona Llp Apr 2020 - PresentVancouver, British Columbia, CanadaAnatona is a management consulting firm in Vancouver BC. We help our portfolio companies & crown corporation clients grow & exit with advisory services. -
Portfolio Management AnalystHolliswealth - A Division Of Scotia Capital Jun 2014 - Oct 2016Vancouver, Canada AreaDeveloped 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. -
Financial Services ConsultantSupply & Demand Globe Jan 2010 - Mar 2013JapanValued private and public companiesDesigned investment criteria and research procedure using proprietary financial models
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Commercial Property ManagerWarrington Pci Management Jan 2008 - May 2008Vancouver, Canada Area -
Business Development AssociateAlphatrade.Com Nov 2005 - Oct 2006Vancouver, Canada Area
Leon Yin, Cfa, Frm Skills
Leon Yin, Cfa, Frm Education Details
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Ai Engineering -
Bachelor Of Business In Real Estate
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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