About
Dan Wu serves as Fund Controller at Third Eye Capital (TECC), where his work covers fund accounting, NAV and performance reporting, and profit allocation and cash management statements. Before joining the firm, he spent fifteen years in fund administrative services, most recently as a Fund Accounting Manager focused on alternative investments at State Street Bank & Trust. He holds a Bachelor of Commerce from the University of Toronto and is a Certified Management Accountant/CPA.
Experience
- Third Eye CapitalFund Controllercurrent2021 — presentToronto, Ontario, Canada
- State StreetIFS NAV Manager2015 — 2021Toronto, Ontario, Canada
- Citco Fund ServicesSupervisor2012 — 2015Greater Toronto Area, Canada
- Citco Fund ServicesSenior Fund Accountant2007 — 2011Greater Toronto Area, Canada
- Investors Bank & TrustFund Accountant2005 — 2007Greater Toronto Area, Canada
- CI Investments Inc. – Canada’s Investment CompanyAdministrative Services Representative2004 — 2005Greater Toronto Area, Canada
Skills & more
Knowledge AcquisitionAttention to DetailTeamworkLeadershipTeam ManagementMicrosoft ExcelBloomberg TerminalPowerPointMicrosoft OfficeTreasury ManagementCost ControlFinancial Planning
+12 more
BudgetingOperational StrategyOperations ManagementTechnical AccountingProfit & LossBalance SheetsBalance Sheet ReviewInternal Rate of Return (IRR)InvestmentsMetrics ReportingForecastingCustomer Relationship Management (CRM)Languages Chinese · English
- CPA, CMA — CPA Ontario
From Dan's professional profile.
Colleagues at Third Eye Capital
Arif N. Bhalwani
CEO and Managing Director at Third Eye Capital
Belle Kaura
Chief Compliance Officer and VP, Legal at Third Eye Capital
Brian Hick
Chief Financial Officer at Third Eye Capital
Bryan Davies
Operating Principal, Transportation & Logistics at Third Eye Capital
Casey Howell
VP, Transactions and Legal at Third Eye Capital
Chris Kwan
Controller and VP, Finance at Third Eye Capital
Christopher Vokes
VP, Investor Relations at Third Eye Capital
Clarence Kam
VP, Taxation at Third Eye Capital
Frequently asked questions
- Who is Dan Wu?
- Dan Wu serves as Fund Controller at Third Eye Capital (TECC), where his work covers fund accounting, NAV and performance reporting, and profit allocation and cash management statements. Before joining the firm, he spent fifteen years in fund administrative services, most recently as a Fund Accounting Manager focused on alternative investments at State Street Bank & Trust. He holds a Bachelor of Commerce from the University of Toronto and is a Certified Management Accountant/CPA.
- Where does Dan Wu work?
- Dan Wu is Fund Controller at Third Eye Capital.
- Where did Dan Wu go to school?
- Dan Wu studied at The Certified Management Accountants of Ontario (Strategic Leadership Program); University of Toronto (Bachelor, Business In Commerce).
Same school
Also attended University of Toronto518
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Shared employers
Also worked at State Street130
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Also worked at Citco Fund Services44
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Also worked at Investors Bank & Trust7
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Also worked at CI Investments Inc. – Canada’s Investment Company12
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