Tim Lan Email & Phone Number

• Perform all aspects of analysis and due diligence including synthesis of SEC documents, statutory statements and earnings calls; developed robust forecasting models to predict cash flows, operational and financial.

New York, NY, US

Toronto, Ontario, CA

New York, New York, US

• Played a pivotal role in supporting senior partners by identifying and sourcing investors for the company's investment vehicles.
• Compiled extensive databases of private shareholders and potential investors, ensuring meticulous CRM maintenance upon completion of investor deals or product pitches.
• Conducted rigorous research on private technology equity, issuing insightful notes that significantly augmented the research team's capacity to furnish investors with monthly forecasts.

New York, NY, US

• Conducted due diligence on potential global and institutional investors to aid asset managers and small-cap companies.
• Evaluated recent transactions, allocation of funds, and exit trends in the private equity and fund management industry.
• Leveraged Salesforce systems to assist asset managers in efficiently utilizing and managing client data.

Taipei City, Taiwan, CN

• Analyzed case studies on previous company projects to identify key strengths to provide data for future projects.
• Provided in-depth reports on the functioning and performance of the foreign exchange transactions, stock affairs, cashier, and risk management departments.
• Attended training sessions for each finance department and developed an analysis report.

• Analyzed equity, debt, and futures indexes that cumulated in a deliverable, which was presented to senior management for use in the company’s marketing materials.
• Conducted an industry-wide survey on competing trading platforms to identify key strengths and suggest actionable improvements to management.

Bachelor Of Science - Bs, Business Administration With Concentration In Finance

Bachelor'S Degree, Business Administration And Management, General

College Preparatory School

Master Of Science - Ms, Quantitative Finance