TaxBit
Alex Chan, CFA, is an experienced finance professional currently serving as an Enterprise Customer Success Manager at TaxBit since October 2022. Prior to this role, Alex held several positions at ICONIQ Capital, including Senior Associate, where responsibilities included facilitating strategic relationships and providing investment guidance. Alex's career also includes roles at Watershed Asset Management, focused on trade operations and portfolio analysis, and Franklin Templeton Investments, where contributions involved portfolio management support and operational risk optimization. Earlier experience includes a position as a Wealth Management Intern at Merrill Lynch and finance training at Wall Street Prep. Alex holds a Bachelor of Science in Management Science from UC San Diego.
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TaxBit
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Designed by CPAs and Tax Attorneys, TaxBit is the leading tax and accounting solution for the digital economy. TaxBit's customers include the world's top exchanges, institutional investors, governments, and individuals. As the first and only company to build real-time ERP accounting software for commodities, equities, and other digital asset investments, TaxBit provides enterprise clients with seamless end-to-end solutions including core accounting suite, customer management suite, and form issuance.