Ryan Yuan, MBA, CFP®, PFP® in

Ryan Yuan, MBA, CFP®, PFP®

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Director, Strategic Partnerships and Finance Manager at AdvEn Inc.
📍 Calgary, Alberta, Canada

Ryan Yuan is a strategic finance leader at AdvEn Inc., specializing in deep-tech commercialization and corporate growth. With a background in investment banking and an Executive MBA, he has guided the company through significant expansion and IPO readiness. He is currently a Doctor of Business Administration candidate.

Outside of work, Ryan is passionate about continuous learning and his transformative experience in his Executive MBA program. He enjoys collaborating with academic teams, participating in international business tours, and competing in innovation challenges with his cohort.

His team from the Haskayne School of Business won 1st Place in the Fall 2024 SIP Brain Health Innovation Olympics.

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Experience
12 Years
Current Role
Director, Strategic Partnerships and Finance Manager
Job Level
Mid-senior
Location
Calgary, Alberta, Canada
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ryan cares about

Deep-Tech Commercialization
He focuses on bridging the gap between technical R&D and commercial strategy to drive market adoption and economic impact.
Executive Education
Frequently highlights his transformative journey through his Executive MBA and current Doctor of Business Administration programs.
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Career

Work history

2-2025
Director, Strategic Partnerships and Finance Manager
AdvEn Inc.
11-2024 - 2-2025
Director of Strategic Projects
AdvEn Inc.
3-2022 - 11-2024
Manager of Strategic Projects
AdvEn Inc.
3-2020 - 3-2022
Strategic and SCM Manager
AdvEn Inc.
5-2014 - 2-2020
Investment Specialist, Certified Financial Planner
Servus Credit Union
In the press

Media appearances

AdvEn Introduces New Management and Capital Markets Team. Featured in AdvEn Inc.
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Ryan Yuan – Author Profile. Featured in AdvEn Inc.
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Education
2026 - 2029
Doctor of Business Administration
University of Warwick - Warwick Business School
8-2023 - 3-2025
Executive MBA
University of Calgary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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