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Lance Chen

Lance Chen

Business Analyst

Followers of Lance Chen2000 followers
location of Lance ChenGreater Vancouver Metropolitan Area

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  • Timeline

  • About me

    CEO & Founder of IDK Wealth | Changing the way Gen Z manage their money

  • Education

    • Robert Cecil Palmer Secondary School

      -
      High school, Incentive - AP Program

      Activities and Societies: Student Council Treasurer (2015-2018), Global Network Treasurer (2015-2018), Environmental Club Treasurer (2015-2018), Greenhouse Team (2015-2019), Quantum Continuum Club (2014-2016), Tennis Captain (2017-2019), Basketball Team (2018-2019), Ultimate Team (2018-2019), Soccer Team (2017-2019), Dragon Boat Team (2014-2017), Choir (2018-2019) Top Service Award (2015-2018)Athletic Award (Tier 1-4) Most Improved Ultimate player Award (2019)Top Physical Education Award (2015)

    • Singapore Management University

      -
      Bachelor of Business Administration - BBA Banking, Corporate Finance

      Study Abroad SemesterClasses:1) Corporate Finance2) Investment Banking3) Operations Management 4) Design of Business (Capstone Consulting Course | Managing a clients expansion plan in the South East Asia Region)Scholarships/Awards:Beedie Study Abroad Award (BSAA)EDI International Mobility Award

    • Beedie School of Business at Simon Fraser University

      -
      Bachelor of Business Administration - BBA Banking, Finance, Entrepreneurship

      Activities and Societies: Milestones President | Finance Student Association (SFU FINSA) 3rd Place | International Case Competitor | Central European Case Competition Finalist | Case Competitor | NIBC (Investment Banking) 3rd Place | Case Competitor (Entrepreneurship) | JDC West 1st Place | Case Competitor | Accenture PIVOT 2nd Place| Case Competitor | Deloitte Think Tech 4th Place | Case Competitor | DECA Canada Finalist | Case Competitor | Great Canadian Sales Competition Finalist | Case Competitor | Bass Pitch-off

  • Experience

    • Vancouver Fraser Port Authority

      Mar 2017 - Dec 2017
      Business Analyst

    • Sport Chek

      Oct 2017 - Aug 2018
      Sales Associate

    • Vancouver Social Value Fund

      Sept 2020 - Dec 2021

      Venture Capital

      • Fund Manager

        Sept 2021 - Dec 2021

      • Associate

        Sept 2020 - Sept 2021

    • LSL Investment Fund

      Apr 2021 - May 2023
      Founder & Portfolio Manager

      Private fund investing in public markets & crypto

    • Moment Energy

      Sept 2021 - Sept 2021
      Angel Investor

    • SFU FINSA

      May 2022 - Apr 2023
      President

      Finance Student Association

    • RemitBee

      May 2022 - May 2023
      Investment Analyst

      Public Markets | Technology Sector

    • Baker Tilly (Canada) Capital

      May 2023 - Dec 2023
      Investment Banking Analyst

      M&A & Capital Raising Advisory

    • Inuvialuit Development Corporation

      May 2024 - Aug 2024
      Strategy Analyst

      Worked on M&A, private equity, real estate, and infrastructure investments, supporting IDC’s $100M capital deployment strategy within IRC’s $1.4B investment portfolio. • Airline Industry | Divestiture & Valuation • Private Equity | M&A & LBO Modeling • Infrastructure | LNG & Grid Feasibility • Real Estate | Hotel & Apartment Development • Industrials | IoT Product Strategy • Corporate Strategy | 25+ Subsidiaries • Investment Strategy | Capital Allocation • Operation Analytics | KPI Dashboards Show less

    • IDK Wealth

      Jul 2024 - now
      Co-Founder & CEO

      IDK Wealth: Where AI-powered finance is made fun

  • Licenses & Certifications

    • Understanding the Inuvialuit Final Agreement

      Inuvialuit Regional Corporation
      May 2024

    • Level 8 Piano

      The Royal Conservatory of Music
      Jan 2014

  • Honors & Awards

    • Awarded to Lance Chen
      BASS Pitch off - Finalist Business Association Student Society Jan 2020
    • Awarded to Lance Chen
      Ryan Beedie Leadership Award Ryan Beedie Aug 2019 Entrance Scholarship
    • Awarded to Lance Chen
      BCSS Provincial Ultimate Frisbee Third Place Award British Columbia Athletic Association Jun 2019
    • Awarded to Lance Chen
      Green Ambassador Richmond | Mayors certificate Mayor of Richmond Jun 2019 Awarded to certain Green Ambassadors in the city of Richmond for contributing to the development of a more sustainable city.
    • Awarded to Lance Chen
      Richmond Secondary AA Tennis Champion City of Richmond Athletic Association Jun 2019
    • Awarded to Lance Chen
      Beta U Top Member of The Year Award Beta U Jun 2015

  • Volunteer Experience

    • International Case Competitor | Central European Case Competition (CECC 2023) | 3rd Place

      Issued by Corvinus University of Budapest on Jan 2023
      Corvinus University of BudapestAssociated with Lance Chen

    • Case Competitor: Business Valuation Challenge

      Issued by Chartered Business Valuators Institute (CBV Institute) on Oct 2023
      Chartered Business Valuators Institute (CBV Institute)Associated with Lance Chen

    • President

      Issued by SFU Finance Student Association on May 2022
      SFU Finance Student AssociationAssociated with Lance Chen

    • Case Competitor | Finalist

      Issued by NIBC Global on Nov 2022
      NIBC GlobalAssociated with Lance Chen

    • Academic Case Competitor | PIVOT BTM Case Competition | 1st place

      Issued by Accenture on Jan 2022
      AccentureAssociated with Lance Chen

    • Academic Case Competitor | ThinkTech Case Competition | 2nd Place

      Issued by Deloitte on Sept 2021
      DeloitteAssociated with Lance Chen

    • Academic Case Competitor | Entrepreneurship | 3rd Place

      Issued by JDC West on Jul 2021
      JDC WestAssociated with Lance Chen

    • Competitor of Tomorrow

      Issued by JDC West on Oct 2019
      JDC WestAssociated with Lance Chen

    • Launch Captain

      Issued by Beedie School of Business at Simon Fraser University on May 2021
      Beedie School of Business at Simon Fraser UniversityAssociated with Lance Chen

    • Launch Leader

      Issued by Beedie School of Business at Simon Fraser University on Mar 2020
      Beedie School of Business at Simon Fraser UniversityAssociated with Lance Chen

    • Project Team Lead

      Issued by SFU Student Energy on Sept 2020
      SFU Student EnergyAssociated with Lance Chen

    • Academic Competitor | Stock Pitch | 4th Place

      Issued by DECA Inc. on Sept 2020
      DECA Inc.Associated with Lance Chen

    • Vice President Finance

      Issued by DECA Inc. on Mar 2020
      DECA Inc.Associated with Lance Chen

    • Academic Case Competitor | Finalist

      Issued by The Great Canadian Sales Competition on Oct 2019
      The Great Canadian Sales CompetitionAssociated with Lance Chen

    • Corporate Relations Specialist

      Issued by AIESEC Canada on Sept 2019
      AIESEC CanadaAssociated with Lance Chen

    • Director of Business Development

      Issued by AIESEC Canada on Mar 2020
      AIESEC CanadaAssociated with Lance Chen

    • President - Beta U, Entrepreneurship and Resource Development Leadership Team

      Issued by City of Richmond on Sept 2014
      City of RichmondAssociated with Lance Chen

    • Green Ambassador

      Issued by City of Richmond on May 2013
      City of RichmondAssociated with Lance Chen

    • Outreach Volunteer

      Issued by BC Liberal Party on Sept 2013
      BC Liberal PartyAssociated with Lance Chen

    • Vice President Finance

      Issued by Junior Achievement USA on Oct 2015
      Junior Achievement USAAssociated with Lance Chen