Winnie Wan, C AI A, Cpa
About Winnie Wan, C AI A, Cpa
Winnie Wan is a Finance Manager with extensive experience in the finance sector, having held positions at notable firms such as Morgan Stanley, Sculptor Capital Management, and AllianceBernstein. She holds an MBA and a Bachelor's degree in Finance and Investment from Baruch College.
Current Role as Finance Manager
Winnie Wan currently serves as a Finance Manager at SFE Group in Los Angeles, California. She has held this position since 2021. In her role, she is responsible for overseeing financial operations and ensuring compliance with financial regulations. Her experience in finance and accounting supports her effectiveness in managing financial strategies and reporting.
Experience at Sculptor Capital Management
Winnie Wan worked at Sculptor Capital Management as an Assistant Controller from 2017 to 2021. During her four years in this role, she was involved in financial reporting and compliance activities. Her position required a thorough understanding of financial regulations and the ability to manage complex financial data.
Professional Background in Finance
Winnie Wan has a diverse professional background in finance, having worked at several prominent financial institutions. Prior to her role at Sculptor Capital Management, she was a Senior Auditor at AllianceBernstein from 2013 to 2017. She also held positions at Morgan Stanley, Citigroup, and Ernst & Young, where she gained extensive experience in trade support, processing, and assurance services.
Educational Qualifications
Winnie Wan holds a Master of Business Administration with a focus on Accountancy from Baruch College, which she completed from 2009 to 2011. She also earned a Bachelor of Business Administration in Finance and Investment from the same institution, graduating in 2007. Her educational background provides a strong foundation for her career in finance and accounting.
Previous Roles in Financial Services
Throughout her career, Winnie Wan has held various roles in financial services. She worked as an Equity Trade Support and Processing Representative at Morgan Stanley for ten months in 2008, and as a Trade Processing and Support-US Listed Options Client Service Representative for another ten months in 2007. Additionally, she gained experience as a Security Process Representative at Citigroup and as an Internal Audit Intern at GlobeOp Financial Services.