Alan Lo, MBA, is an experienced finance professional specializing in impact finance and business development. Currently serving as Manager of Impact Finance at Sorenson Impact since November 2021, Alan leads project development related to innovative financing solutions, including Pay For Success and Social Impact Bonds. Key achievements include spearheading Canadian expansion and providing strategic guidance to various organizations on monetization frameworks and impact investing. As Managing Director at Stratwell Advisory, Alan oversees client engagements and drives business development, while previous roles as Founder of Stratwell Financial Management and Branch Manager at Pinnacle Wealth Brokers demonstrate a strong track record in advising high net worth clients and establishing successful financial services. Alan holds an Executive MBA from Ivey Business School and a Bachelor of Fine Arts from York University.
Sign up to view 0 direct reports
Get started
This person is not in any teams