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Daniel Zheng

Finance Strategist

Daniel is a Finance Strategist at District Advisory. He works with clients on financial modeling, financial projections, preparing monthly financials and quarterly board meeting packages, KPI metrics, company valuations – and other financial projects. Daniel stresses to clients how important monitoring KPIs and financial projections are to their success. Prior to joining the firm, he worked as a corporate financial analyst and an investment banker analyst. In his spare time, Daniel enjoys trying new restaurants and cuisines and is an avid tennis player, both leisurely and competitively.

 

Education

  • Master of Science in Finance – George Washington University
  • Bachelor of Science – University of New South Wales, Sydney