Kelly Chan, MBA, Cpa, Cma
About Kelly Chan, MBA, Cpa, Cma
Kelly Chan is a Manager at CIBC in Halifax, Nova Scotia, with a background in finance and accounting, holding an MBA and CMA designation.
CIBC Manager
Kelly Chan has been working as a Manager at CIBC Commercial Banking since March 2020. Based in Halifax, Nova Scotia, Canada, Kelly brings an extensive background in finance and customer service to the role. Prior to becoming a Manager, Kelly worked as an Associate at CIBC from 2018 to 2020, gaining a solid foundation in various banking operations.
Experience at Scotiabank
Kelly Chan's career at Scotiabank included significant roles in credit analysis and solutions. From 2016 to 2018, Kelly served as a Senior Credit Solutions Analyst in Automotive Finance, focusing on the Atlantic region. Before that, Kelly was a Credit Analyst in Global Risk Management Atlantic from 2015 to 2016. These roles provided Kelly with valuable experience in risk management and financial solutions.
Roles at Roynat Capital
Kelly Chan held multiple positions at Roynat Capital, demonstrating a steady progression in responsibilities. Starting off as a Client Services Assistant in 2012, Kelly later became a Client Services Officer from 2014 to 2015. These roles, based in Halifax and Dartmouth, allowed Kelly to hone skills in customer service and financial management.
Operations Analyst at Citco Fund Services
Kelly Chan began their career as an Operations Analyst at Citco Fund Services in Halifax, working from 2011 to 2012. This role involved analyzing fund operations, which laid the groundwork for future endeavors in the financial sector.
Educational Background
Kelly Chan holds a strong academic background in finance and business. Kelly earned a Master of Business Administration (MBA) and a Certified Management Accountant (CMA) designation from Saint Mary's University, completing the programs from 2013 to 2015. Additionally, Kelly completed the CMA Accelerated Program at the same university from 2012 to 2013 and studied Commerce, majoring in Finance, from 2006 to 2010.