David Yan

David Yan is CFO at Treez. In this capacity, he is responsible for the strategic, operational, and governance initiatives to support the Company’s tremendous growth. David joined Treez in May 2019 following a career leading high-growth venture backed companies in SaaS and Data, helping them scale to maturity.

Prior to Treez, David was VP of Finance at Womply, a provider of CRM SaaS and Data products for SMBs. Under David’s leadership, he transformed Womply’s financial profile of the company, improved its unit economics, raised external capital and established financial infrastructure.

Prior to Womply, he was VP of Finance at Wrike, a leading SaaS provider of work collaboration and project management applications. During his tenure, David established the Finance function (FP&A, Controller and Finance Ops functions), provided financial and governance leadership for a 600+ person multinational organization during a period of high growth, and secured debt and equity capital. Wrike was acquired by Vista Equity Partners.

Prior to Wrike, David held various financial positions at Twitter, ForeScout, Synopsys, and Adchemy after starting his career as an Auditor at KPMG. Throughout his career, David has led public company readiness initiatives including S-1 creation.

David is a native of the San Francisco Bay Area and graduated from San Jose State University.

Treez is the epicenter of the most complex and demanding legal market in the country, empowering operators with industry-leading compliance and scalability tools.

Contact Info

© 2020 TREEZ. All rights reserved.