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Andrew Tan, CFA

Andrew Tan, CFA

Manager, Client Services

Followers of Andrew Tan, CFA673 followers
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  • Timeline

  • About me

    Senior Vice President, Corporate & Institutional Services

  • Education

    • Washington State University

      1980 - 1983
      BA (cum laude)

  • Experience

    • TD

      Jan 1990 - Jan 1996
      Manager, Client Services

    • RBC Investor Services

      Jun 1996 - Apr 2013

      • Interim Global Head, Risk & Investment Analytics

        Jan 2012 - Apr 2013

      • Director, Advisory Services

        Oct 1999 - Jan 2012

      • Relationship Manager

        Jun 1996 - Sept 1999

    • Northern Trust Corporation

      May 2013 - Jul 2024

      • Senior Vice President, Head Business Strategy - Canada

        Jul 2020 - Jul 2024

      • Senior Vice President Client Technology & Sales Operations

        Jul 2018 - Jul 2020

      • Senior Vice President, Sales Consulting

        Nov 2014 - Jul 2018

      • Senior Vice President and Regional Head Investment Risk & Analytic Services - APAC

        May 2013 - Nov 2014

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2000

    • Fellow Canadian Securities Institute

      Canadian Securities Institute
      Mar 1994