Profilo
Ms. Zhao Lan is Investment Analyst at Betterment LLC.
Ms. Lan was previously employed as Major Pharmaceutical & Biotech Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc., an Analyst by Barclays Capital, Inc., and Sales & Trading Analyst by Morgan Stanley & Co. LLC.
She received her BA degree in Economics and Political Science from Columbia University.
Precedenti posizioni note di Ellie Lan
Società | Posizione | Fine |
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Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analista-Rendimento Fisso | 31/03/2014 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/12/2011 |
Betterment LLC
Betterment LLC Investment ManagersFinance Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a subsidiary of Betterment Holdings, Inc. Betterment offers the Betterment Wrap Fee Program to individuals, trusts, employer-sponsored plans (and their Participants) and other legal entities (subject to Betterment’s approval) who are US residents and maintain a checking account with a US bank. | Analyst-Equity | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Analyst-Equity | - |
Formazione di Ellie Lan
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Betterment LLC
Betterment LLC Investment ManagersFinance Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a subsidiary of Betterment Holdings, Inc. Betterment offers the Betterment Wrap Fee Program to individuals, trusts, employer-sponsored plans (and their Participants) and other legal entities (subject to Betterment’s approval) who are US residents and maintain a checking account with a US bank. | Finance |
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