Roy Sun, Cfa
About Roy Sun, Cfa
Roy Sun, CFA, is a Senior Manager, Valuation at CIBC in Toronto, Canada, with extensive experience in finance and valuation.
Title
Roy Sun, CFA, currently holds the position of Senior Manager, Valuation at CIBC, a role he has been in since 2019. He operates out of the Toronto, Canada area.
Professional Background
Roy Sun, CFA, has a diverse professional background with significant experience in finance and valuation. Prior to his current role at CIBC, he served as a Senior Analyst, Valuation, Capital Market Product Control at the same company from 2016 to 2018. Earlier in his career, he worked at SS&C Technologies as a Senior Fund Accountant in 2016 and as a Fund Accountant from 2013 to 2015. He also spent almost a year working as a Financial Consultant at Investors Group Financial Services in the Toronto, Canada area.
Education and Expertise
Roy Sun, CFA, has an extensive educational background in finance. He earned a Master of Finance degree from the University of Toronto - Rotman School of Management in 2016. Before that, he completed a Bachelor of Commerce (B.Com.) degree with a specialization in Finance and a major in Economics from the University of Toronto in 2012. He also holds an International Baccalaureate, which he obtained from United World College of the Atlantic.
Work Experience at CIBC
At CIBC, Roy Sun started as a Senior Analyst, Valuation, in Capital Market Product Control from 2016 to 2018, before being promoted to his current role as Senior Manager, Valuation in 2019. His work at CIBC spans considerable responsibilities in the valuation and financial analysis domain, delivering expert valuation assessments in the Toronto, Canada area.
Previous Roles in Valuation and Finance
Before joining CIBC, Roy Sun garnered valuable experience in valuation and finance at SS&C Technologies and Investors Group Financial Services. At SS&C Technologies, he served as both a Senior Fund Accountant for four months in 2016 and a Fund Accountant for two years from 2013 to 2015 in Mississauga, ON. Additionally, he has experience as a Financial Consultant during his 11-month tenure at Investors Group Financial Services in the Toronto, Canada area.