Numerix
I Fan (Joe) Lai, CFA, FRM, is an experienced professional in financial products and risk management, currently serving as Executive Director and Product Manager for Content at Numerix since October 2011. With a background that includes roles from Director of Content to Product Specialist, I Fan specializes in client-facing sales operations, developing customized solutions, and ensuring customer success for key accounts. Prior experience at FINCAD as a Pre-Sales Derivatives Solutions Specialist and Derivatives Analyst involved providing pre-sales and post-sales support, conducting product demonstrations, and delivering training on complex financial models and valuations. I Fan holds a BBA in Finance and Management Science from Simon Fraser University and has continued professional development through the CFA Institute and the Global Association of Risk Professionals.
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