NORTH AMERICA
Alison Lin - MBA
Management Consultant; USA, Canada Business Consultations
Review internal client company data such as financial statements, payroll information, or existing computer systems Outline the scope of the work and identify and map out schedules, milestones, and required resources to meet the project objectives.
Alex Golin – Vice President of Sales & Marketing; CBAP, SCMP, PMP, BCom
Marketing/Sales Manager; Business Consultant; Business Analyst; Project Management; Supply Chain Management
CTL Business Group – Canada Sales Partner:
Alex Golin has over 15 years of running his own Business Consulting firm which included marketing, contract management, business analysis, project management and change management for multiple North American companies and businesses. He also has over 20 years in supply chain, purchasing and logistics hands on experience within the retail, agricultural and manufacturing sectors. Alex leads the Canadian team of Business Brokers in discovering new clients that want help in business valuations, M&A brokerage or to take advantage of one of CTL Business Group's consulting specialists.
Allan Novodvorski – CMA
Accounting Instructor, Financial Management
Allan Novodvorski is a Professional Accountant with experience in Financial Reporting, Full Cycle Accounting, Auditing, Budget Administration, Project Accounting, Accounting Systems Implementation and Business Development, Personal and Corporate Income Tax.
Chunte Lin – P.Eng (APEGA)
Engineering Consulting
Chunte Lin is a senior engineer with 20+ years of EPC oil & gas industrial experience in instrumentation & controls, reliability, and construction.
Daisy Dai - CGA
Accounting Instructor, CGA member
Daisy Dai is a CGA member with over 10 years experience in full cycle accounting, including reporting on financial statements, variance analysis, budget and forecast, accounts payable and receivable, inventory control, fix asset management and tax services.
Eliza Mae Dieta – CMA
Accounting Instructor, Financial Management
Eliza Mae Dieta is a Financial Controller in Downtown Calgary. She received her Bachelor of Management from the Univeristy of Lethbridge, Calgary Campus, and earned her designation from CMA Alberta. She has six years of Financial Accounting and Management experience in various oil and gas companies such as Manufacturing, Engineering, and Services.
Passionate about accounting, detail-oriented, efficient and organized, Eliza has been involved in setting up and directing accounting departments, system reviews and implementation, and financial reporting and analysis for public and private corporations and small business.
Ernest Ip – CA (Canada), CPA Fellow (Hong Kong), MBA(UNSW)
Chartered Accountant, Merger and Acquisition
Ernest Ip is a CA member in Canada with over 10 years experience in merger and acquisitions for publicly listed corporate, as well as small and medium enterprises, providing tax and advisory for the company. He has experience working with private equity firm and bankers for business divestiture and acquisition. He had previously worked with Deloitte for external audit and worked with NGO Company for internal audit.
Henry Trudeau, Certificate Mergers & Acquisitions Advisor
Mergers & Acquisitions Specialist; Canada, USA and Asia Locations
Support complex deals by evaluating financial report, studying company operations, and deciding how a company will fit within another business or as part of a larger portfolio.
Grace Lee – Business Appraiser; CFA level 2
Business Valuation; Investment Analyst
CTL BUSINESS GROUP – USA PARTNER: Grace Lee has over 15 years in business valuation and investment portfolio analysis, primarily focused in real estate, education and retail industries. She is a member of Angel Investor and a member of private capital market association.
Herman Neo
Herman Neo is true combination of World-Class Professional with very strong USA & International experiences.
He has built his strong foundation at Big 4 Firm before escalated to large conglomerate company, service, manufacturing and distribution companies. He used to serve as Management Consultant, Auditor, Corporate Planning, Controller, VP Operations, CFO, CEO and Managing Partner before join with CTL Business Group as Business Associates Partner.
Herman brings 27-year experience in Finance, Accounting, Operations and Executive Level from various kind industries. He has been exposed to work in four different countries including Indonesia, USA, Nigeria and Singapore.
His expertise range from Business Strategies, Management, Corporate Finance, Audit, SOX compliance, Accounting System & Procedures, ISO 9001, 14000, 22000 implementations, ERP System implementation and Taxation.
John Mackenzie – MBA; CM&AP
Mergers & Acquisitions Professional; Corporate Develop Analyst
CTL BUSINESS GROUP – USA PARTNER: John Mackenzie has over 30 years in cross border Mergers & Acquisitions experience, primarily focused in health care, high tech & bio tech industries. John’s expertise is in M&A strategy, M&A screening, integration, execution, synergy management and transitional management. He has lived in Canada, Korea, Taiwan, China and United States, as well as work on many M&A projects in the United States, Taiwan, China, Korea and Canada.
Karan Ashani – CFA
Business Valuations, Due Diligence, Corporate Finance
Karan Ashani is a CFA charter holder with more than 10 years experience in business valuations, due diligence, corporate finance, audit and tax planning. Karan has applied for his CPA, CA designation after passing all the requirements and is also in advanced stage of getting the CBV designation. Over the years, Karan has worked with companies such as Real Estate, Financial Services, Manufacturing Companies, Transportation, Media Services, Insurance Brokers and Forestry Resources.
Linna Ko
Transnational Bookkeeper and Personal Tax Preparer in US
Linna Ko has over 6 years work experiences in transnational bookkeeping and over 3 years in USA personal tax filing.
Bachelor Degree of Art in Business Management Economics (Focus: Accounting)
Maanik Bhandari - Web Designer/Developer, UX/UI Specialist
Web Designer / Graphic Designer
Maanik Bhandari holds a BSc. in Computer Science from the University of Calgary. He has a passion for creating beautiful and intuitive web and mobile fronts, putting the user at the forefront of his design philosophy. He also dabbles in graphic design from time to time.
Matthew Fox: MBA
Business Broker Team Leader; Sales Consultant– USA
Matthew Fox has over 20 years in marketing/sales experience. He manage Business Broker training, recruiting & sales campaign. Matthew is also a Sales Consultant. He guide clients find sales strategies and set up a sales goal & structure.
Max Zhang - CGA
Accounting Instructors, Tax Accountant
Max Zhang has over 10 years work experiences specializing in financial accounting analysis, reporting, and over 6 years in project cost accounting in oil and gas industry.
Bachelor Degree of Business Administration in Accounting Major and Economic Major
Hold CGA designation
Knowledgeable in Taxation and skilled in financial software, such as Sage 50, QuickBooks, BST, and Oracle.
Michael Zhang
Tax Accountant and Accounting Instructor
Michael Zhang has over 5 years of accounting experience including tax returns, financial reporting, and full cycle accounting. Extensive and hands on experience with Sage 50, QuickBooks, Caseware, Profile, and U-file. He is the author of most of our training materials. Michael also holds a Master degree in Economics.
Rick Mackenzie, CFA Level 3
Investment Analyst; Canada& Asia Business
Responsible for leading the investment modelling function of the acquisitions process to ensure timely and successful completion of acquisition opportunities. In addition, I assist the team in all aspects of research, evaluation, and implementation of acquisition and disposition strategies
Robert Wang – CFA; FRM
Investment Analyst; Financial Analyst
Robert is a finance professional with 5+ years experience in Real Estate Valuation, Financial Analysis, Financial Modelling, Fund Accounting & Middle Office Services. Robert is going to Cambridge in UK for a Master of Finance program.
ASIA
謝昌歷
QuickBooks 會計軟體培訓顧問
學歷：國立政治大學財務管理學系碩士畢業
經歷：財務分析
陳宇宏
併購顧問/倂購課程培訓師
學歷：國立成功大學 EMBA 碩士畢業
經歷：創投業; 證券及期貨業; 金融投顧及保險業;企業倂購
張淵漢
併購顧問/倂購課程培訓師
學歷：中原大學 企管系大學畢業
證照: 金融投顧相關證照：信託業業務人員信託業務專業測驗(信託法規乙科)、證券商業務員、證券商高級業務員、投信投顧營業員
財務會計相關證照：中小企業財務顧問認證 中華無形資產暨企業評價協會『企業評價師』Certified Business Valuator
中華無形資產暨企業評價協會 會員
IEK產業分析師
台灣亞太產業分析專業協進會(APIAA)產業分析師
經歷：財務分析人員、IPO承銷人員、企業倂購
黃振宇
併購顧問/倂購課程培訓師
學歷：NAU (North Alabama University, 美國)碩士畢業
證照：6 Sigma 綠帶認證
經歷：供應鏈策略規劃及管理 國際采購 企業倂購
張恩獻
台灣區顧問合夥經理/QuickBooks 會計軟體培訓顧問
學歷：台灣科技大學 資訊管理研究所碩士畢業
經歷：MIS / 網管主管、顧問人員、行政主管、軟體相關專案管理師
曾友龍
會計師 – 台灣
學歷：私立東吳大學 會計學系碩士畢業
證照：會計師 – 台灣
經歷：金融研究員、財務分析 / 財務人員、講師
林政男
律師 -中國
學歷：東吳大學 中國大陸法律組(私募股權基金法制研究)碩士畢業
證照：中國大陸司法考試及格(中國律師資格)
經歷：中国、美国私募股权基金(PE, VC)的行业发展现状、法律法規, 講師, 併購案或基
金投資盡職調查(Due diligence)，準備調查清單、股權投資協議等。
王堉馨
財會分析/IPO 顧問
學歷：Wesleyan University 企業管理碩士畢業
經歷：跨國公司經營分析、合併財務報表編製、母子公司財報分析評估、申請IPO各項工作籌辦
方珮馨
政府補助企劃書撰寫員
學歷：國立嘉義大學企管碩士
證照：會計丙級, 日檢3,4 級
經歷：超過 5 年撰寫政府企劃書經驗
李恆安 (Andy)
多媒體行銷顧問/執行長助理
學歷：台灣大學生物產業機電工程學系大四
技術：AutoCad 國際認證、Word、PowerPoint、Excel、Illustrator
經歷：DM 設計、WordPress 網站 SEO
洪熒漳
高科技政府補助企劃書撰寫員
學歷：碩士肄業 國立清華大學 EMBA；中興大學農經系
經歷：光電產業、半導體製造業、銀行業
認證：人力資源相關
證照：人力資源主管、總務行政管理師、知識管理管理師萃思創意研發管理系統
陳德明
創意併購顧問
學歷：空軍航空技術學院
經歷：上賜實業公司負責人；永慶汽車公司業務課長
蘇俊嘉
併購顧問/不動產估價師
學歷：碩士畢業 新加坡國立大學 不動產研究所
經歷：醫療保健、服務業百貨相關業、顧問業、銀行金融控股業
認證：中國生產力中心第 14 屆經營管理顧問師、不動產估價師、信託人員執照