Client Account Manager
Current
Feb 2024 - Present
AeroLeads people directory · profile
Mike Guan, Cfa Email & Phone Number
Client Account Manager at IFDS Group
at
International Financial Data Services (IFDS)
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Account Manager at IFDS Group
Location
Toronto, Ontario, Canada
Company size
Who is Mike Guan, Cfa? Overview
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Quick answer
Mike Guan, Cfa is listed as Client Account Manager at IFDS Group at International Financial Data Services (IFDS), a company with 711 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mike Guan, Cfa.
Mike Guan, Cfa previously worked as Client Account Manager at International Financial Data Services (Ifds) and Unit Manager, Trust Accounting at International Financial Data Services (Ifds). Mike Guan, Cfa holds Bachelor Of Commerce (B.Com.), Law And Business, 3.9 from Ted Roger'S School Of Management, Toronto Metropolitan University.
Company email context
Email format at International Financial Data Services (IFDS)
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International Financial Data Services (IFDS)
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Profile bio
About Mike Guan, Cfa
Mike Guan, Cfa is a Client Account Manager at IFDS Group at International Financial Data Services (IFDS). He possess expertise in problem solving, analytical skills, conflict resolution, data analysis, data migration and 25 more skills. He is proficient in Chinese (Mandarin) and Chinese (Shanghainese).
Listed skills include Problem Solving, Analytical Skills, Conflict Resolution, Data Analysis, and 26 others.
Current workplace
Mike Guan, Cfa's current company
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International Financial Data Services (Ifds)
7 roles
Mike Guan, Cfa work experience
A career timeline built from the work history available for this profile.
Unit Manager, Trust Accounting
-Overseeing and reviewing of daily Trust Accounting operations including payments, reconciliations, and reporting for 3 international and 5 domestic investment companies totaling portfolios of 1500+ funds including hedge funds, mutual funds, HISAs, and GICs-Collaborating and managing relationships with various financial counterparties both internally and.
Dec 2021 - Feb 2024
Trust Accounting Specialist
-Reviewed and released broker, investor and custodial payments through the use of online banking systems and automated systems (e.g. NSCC and FundServ) prepared by Trust Accounting associates-Successfully completed in-depth reviews of client issues, providing high quality proposals and resolutions-Oversight and support provided to offshore Trust Accounting.
Mar 2020 - Dec 2021
Senior Trust Accountant
-Maintained reconciliation and payments records for the Trust Accounts of 5 domestic clients-Completed in-depth reviews of client issues and provided high quality proposals and resolutions-Facilitated the onboarding of a top Canadian commercial bank as a client-Assisted in the outsourcing transition of two major client products in 2019 and provided.
Dec 2018 - Feb 2020
Trust Accountant
-Performed and delivered daily reports and reconciliation of Trust Accounts of 3 domestic clients, completed daily and periodic payments such as fund transfers, dividends, commissions, and trailer fees -Analyzed and researched “exception items” such as system discrepancies as needed-Interacted with various internal and external contacts on a daily basis to.
Oct 2017 - Dec 2018
Student Advisor
The Ryerson Law And Business Clinic
The Law & Business Clinic provides free legal services in a variety of business law matters to entrepreneurs and small businesses that cannot afford to retain a lawyer. The work is supervised by Ridout & Maybee LLPWork at the law clinic include-Drafting deliverables such as client letters, non-disclosure agreements, non-circumvent agreements and.
Sep 2016 - May 2017
Telecommunications Intern
May 2014 - Jun 2014
Team & coworkers
Colleagues at International Financial Data Services (IFDS)
Other employees you can reach at ifdsgroup.ca. View company contacts for 711 employees →
SW
Scott Winrow
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
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RD
Raluca Dobos
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
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JK
Jaideep Karkhanis
Colleague at International Financial Data Services (Ifds)Mississauga, Ontario, Canada, Canada
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MB
Malgorzata Bogdan
Colleague at International Financial Data Services (Ifds)Luxembourg, Luxembourg
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FM
Francis Mosqueda
Colleague at International Financial Data Services (Ifds)Greater Toronto Area, Canada, Canada
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JB
Josslyn B.
Colleague at International Financial Data Services (Ifds)Ireland, Ireland
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JB
James Behan
Colleague at International Financial Data Services (Ifds)Dublin, County Dublin, Ireland, Ireland
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SK
Seyfullah Koç
Colleague at International Financial Data Services (Ifds)Fameck, Grand Est, France, France
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EK
Elena Krutwagen-Bugrii
Colleague at International Financial Data Services (Ifds)Sanem, Luxembourg, Luxembourg, Luxembourg
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KS
Khurram Saeed
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
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Scott Winrow
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
View →
RD
Raluca Dobos
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
View →
JK
Jaideep Karkhanis
Colleague at International Financial Data Services (Ifds)Mississauga, Ontario, Canada, Canada
View →
MB
Malgorzata Bogdan
Colleague at International Financial Data Services (Ifds)Luxembourg, Luxembourg
View →
FM
Francis Mosqueda
Colleague at International Financial Data Services (Ifds)Greater Toronto Area, Canada, Canada
View →
JB
Josslyn B.
Colleague at International Financial Data Services (Ifds)Ireland, Ireland
View →
JB
James Behan
Colleague at International Financial Data Services (Ifds)Dublin, County Dublin, Ireland, Ireland
View →
SK
Seyfullah Koç
Colleague at International Financial Data Services (Ifds)Fameck, Grand Est, France, France
View →
EK
Elena Krutwagen-Bugrii
Colleague at International Financial Data Services (Ifds)Sanem, Luxembourg, Luxembourg, Luxembourg
View →
KS
Khurram Saeed
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada, Canada
View →
2 education records
Mike Guan, Cfa education
Bachelor Of Commerce (B.Com.), Law And Business, 3.9
Ted Roger'S School Of Management, Toronto Metropolitan University
High School
North Toronto Collegiate Institute
FAQ
Frequently asked questions about Mike Guan, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Guan, Cfa work for?
Mike Guan, Cfa works for International Financial Data Services (IFDS).
What is Mike Guan, Cfa's role at International Financial Data Services (IFDS)?
Mike Guan, Cfa is listed as Client Account Manager at IFDS Group at International Financial Data Services (IFDS).
Where is Mike Guan, Cfa based?
Mike Guan, Cfa is based in Toronto, Ontario, Canada while working with International Financial Data Services (IFDS).
What companies has Mike Guan, Cfa worked for?
Mike Guan, Cfa has worked for International Financial Data Services (Ifds), The Ryerson Law And Business Clinic, and Dhl.
Who are Mike Guan, Cfa's colleagues at International Financial Data Services (IFDS)?
Mike Guan, Cfa's colleagues at International Financial Data Services (IFDS) include Scott Winrow, Raluca Dobos, Jaideep Karkhanis, Malgorzata Bogdan, and Francis Mosqueda.
How can I contact Mike Guan, Cfa?
You can use AeroLeads to view verified contact signals for Mike Guan, Cfa at International Financial Data Services (IFDS), including work email, phone, and LinkedIn data when available.
What schools did Mike Guan, Cfa attend?
Mike Guan, Cfa holds Bachelor Of Commerce (B.Com.), Law And Business, 3.9 from Ted Roger'S School Of Management, Toronto Metropolitan University.
What skills is Mike Guan, Cfa known for?
Mike Guan, Cfa is listed with skills including Problem Solving, Analytical Skills, Conflict Resolution, Data Analysis, Data Migration, Critical Thinking, Legal Research, and Team Leadership.
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