Alan Wen, CFA

Alan Wen, CFA

Senior Manager, Cross-boarder IPO Audit and Financial Diligence

Followers of Alan Wen, CFA1000 followers
location of Alan Wen, CFANew York, New York, United States

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  • Timeline

  • About me

    Director, Wholesale Credit Risk at RBC Capital Markets

  • Education

    • IE Business School

      2014 - 2014
      Master of Business Administration (M.B.A.) International Exchange Program
    • Rotman School of Management

      2012 - 2014
      Master of Business Administration (M.B.A.) Finance, General
    • Fudan University

      1998 - 2002
      Bachelor of Arts - BA
  • Experience

    • EY

      Sept 2002 - Jun 2012
      Senior Manager, Cross-boarder IPO Audit and Financial Diligence
    • RBC

      Jun 2014 - Dec 2017
      • Associate Director, Wholesale Credit Risk - Real Estate & Retail

        Jun 2015 - Dec 2017
      • Associate, GRM Rotational Program

        Jun 2014 - Jun 2015
    • Eightplus Digital Marketing

      Jan 2018 - now
      Advisor
    • RBC Capital Markets

      Jan 2018 - now

      Tech & CME Telecom, Media, Entertainment, Aerospace & Defense

      • Director, Special Loans and Advisory Services

        Jan 2023 - now
      • Director, Wholesale Credit Risk

        Feb 2021 - now
      • Associate Director, Leveraged Finance Credit Risk

        Jan 2018 - Feb 2021
    • Dancewave

      Sept 2019 - now
      Board of Director, Chair of Finance Committee
  • Licenses & Certifications

    • CFA

      CFA Institute
      Oct 2017
    • CICPA

      Chinese Institute of Certified Public Accountants
      Dec 2004
  • Honors & Awards

    • Awarded to Alan Wen, CFA
      2014 Rotman MBA Class Dean's List - Jul 2013