King Chan, CPA, has extensive experience in financial management and analysis, currently serving as the FP&A Manager and Trust Controller at Stifel Financial Corp. since 2015. Prior to this role, King held the position of AVP, Business Planning & Analysis at Barclays Wealth Management from 2010 to 2015, and worked as a Senior Audit Associate at EY from 2008 to 2010. King earned a Bachelor's Degree in Finance and CPA Accounting from NYU Stern School of Business from 2004 to 2007.
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