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Nelson Chan, CFA

Nelson Chan, CFA

Followers of Nelson Chan, CFA957 followers
location of Nelson Chan, CFACalgary, Alberta, Canada

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  • Timeline

  • About me

    Vice President, Corporate Banking at TD Securities

  • Education

    • Breaking Into Wall Street

      -

      • Completed Advanced Excel and Financial Modelling training. Created Operating, Valuation, and Merger models based on multiple case studies.

    • The University of British Columbia

      -
      Bachelor of Commerce with Honours (BCom) Accounting

  • Experience

    • PwC

      Jan 2013 - Jan 2016

      • Finance Advisory • Responsible for stakeholder engagement, presentations, analytics and reporting in the Operations and Technology Team

      • Sr. Associate, Finance Advisory

        Jan 2015 - Jan 2016

      • Associate, Consulting & Deals

        Jan 2013 - Jan 2015

    • JWN

      Jan 2016 - Jan 2017
      Sr. Market Intelligence Analyst, Consulting

      • Energy Intelligence and Advisory Services

    • HSBC

      Jan 2017 - Jan 2020

      • Large-Corporate, Energy Financing • Large-Corporate, Energy Financing

      • Sr. Associate, Corporate Banking

        Jan 2019 - Jan 2020

      • Analyst, Corporate Banking

        Jan 2017 - Jan 2019

    • TD Securities

      Jan 2020 - now

      • Global Energy, Power & Utilities• Project Finance • Global Energy, Power & Utilities• Project Finance

      • Vice President, Corporate Banking

        Jan 2024 - now

      • Associate, Corporate Banking

        Jan 2020 - Jan 2024

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Nelson Chan, CFA
      Become a CA: ‘Glimpse Into Your Future’ YouTube Contest Chartered Accountants of Canada • Represented Sauder School of Business by creating a video that describes our value, abilities and ideas of becoming a Chartered Accountant • Recognized as 1st place winner for creating a video that generated more than 8000 views and 800 likes • $5000 total prize money
    • Awarded to Nelson Chan, CFA
      KPMG Case Competition (Enterprize Canada) KPMG • First place standing in the KPMG Case Competition at the Enterprize Canada Entrepreneurship Conference.
    • Awarded to Nelson Chan, CFA
      UBC John Young Memorial Prize in Economics UBC • Awarded for achieving a 94% average in ECON 101/102

  • Volunteer Experience

    • Calgary Alumni Ambassador

      Issued by UBC Sauder School of Business on Jan 2018
      UBC Sauder School of BusinessAssociated with Nelson Chan, CFA

    • Advisor

      Issued by JA Southern Alberta on Sept 2015
      JA Southern AlbertaAssociated with Nelson Chan, CFA