Trek Yan
About Trek Yan
Trek Yan is a Business Analyst with over 10 years of experience in business systems analysis, specializing in financial products. He has a strong background in capital markets and has worked with notable companies in the banking, insurance, and private investment sectors.
Work at MD Financial Management
Trek Yan has been employed at MD Financial Management | Gestion financière MD as a Business Analyst since 2015. In this role, he specializes in analyzing financial products, including derivatives, mutual funds, and annuities. His responsibilities involve providing solutions tailored to the financial sector's needs. Trek's work contributes to the organization's ability to navigate complex financial landscapes effectively.
Education and Expertise
Trek Yan possesses a diverse educational background. He studied Mechanical Engineering at Dalian University of Technology, earning both a Bachelor's and a Master's degree. Additionally, he studied Life Office Management at LOMA and completed the CFA Level II exam at the CFA Institute. He also achieved the Certified Business Analysis Professional (CBAP) designation from the International Institute of Business Analysis. This combination of education equips him with a strong foundation in both technical and financial domains.
Background in Business Analysis
Trek Yan has over 10 years of experience in business systems analysis, with a focus on the financial industry. He has held positions at various organizations, including Empire Life and Sun Life Financial. His roles involved significant responsibilities, such as leading the FATCA project to ensure compliance with international tax regulations. His extensive experience in banking, insurance, and private investment sectors enhances his analytical capabilities.
Previous Work Experience
Before joining MD Financial Management, Trek Yan worked as a Senior Business Analyst at Sun Life Financial from 2012 to 2014 and as a Senior Business Analyst at Empire Life from 2009 to 2012. He also served as a Business Analyst at Empire Life from 2006 to 2011. These positions allowed him to develop a comprehensive understanding of the financial services industry and build a robust skill set in business analysis.