Dai (Riley) Pan, CFA

Associate Portfolio Manager at Algonquin Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency
  • Mandarin Native or bilingual proficiency

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Feb, 2022
    - Nov, 2024

Experience

  • Algonquin Capital
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate Portfolio Manager
      • Aug 2022 - Present

    • Associate
      • Jan 2019 - Aug 2022

      https://www.algonquincap.com/

  • Lazaridis School of Business & Economics at Wilfrid Laurier University
    • Canada
    • Higher Education
    • 100 - 200 Employee
    • Teaching Assistant
      • Jan 2018 - Aug 2018

      Advanced Corporate Finance -BU 463 A & B -BU 663 Advanced Corporate Finance -BU 463 A & B -BU 663

  • Ontario Teachers' Pension Plan
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Business Analyst Co-op
      • Sep 2017 - Dec 2017

  • Laurier Graduate Student Investment Fund
    • Analyst, O&G Industry
      • Dec 2016 - Aug 2017

      Executive Founding Member https://www.wlu.ca/programs/business-and-economics/graduate/finance-mfin/graduate-student-investment-fund.html Executive Founding Member https://www.wlu.ca/programs/business-and-economics/graduate/finance-mfin/graduate-student-investment-fund.html

  • CNA Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Underwriting Co–op, Directors & Officers Liability
      • Jan 2017 - Apr 2017

Education

  • Wilfrid Laurier University
    Master's Degree, Finance
    2016 - 2018
  • Nanjing Normal University
    Finance, 3.94/4.00
    2012 - 2016
  • Jiangsu Tianyi High School

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