Will Wan
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Will Wan Email & Phone Number

Associate Inestment Executive at National Securities
Location: Queens County, New York, United States 5 work roles 2 schools
1 work email found @nationalsecurities.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@nationalsecurities.com
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Current company
National Securities
Role
Associate Inestment Executive
Location
Queens County, New York, United States
Company size
84 employees

Who is Will Wan? Overview

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Quick answer

Will Wan is listed as Associate Inestment Executive at National Securities, a company with 84 employees, based in Queens County, New York, United States. AeroLeads shows a work email signal at nationalsecurities.com and a matched LinkedIn profile for Will Wan.

Will Wan previously worked as Research Analyst - Part-time at Gottesman Company and Corprate Access at Morgan Stanley. Will Wan holds M.S., Finance from Hofstra University.

Company email context

Email format at National Securities

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{first_initial}{last}@nationalsecurities.com
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AeroLeads found 1 current-domain work email signal for Will Wan. Compare company email patterns before reaching out.

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Profile bio

About Will Wan

M.S in Finance with background in Economics, active Series 7, CFA level 2 candidate, experienced in Investment industry and in investment bank. Seeking position in financial service industry to utilize my analytical, quantitative and communication skills, as well as apply my knowledge of the economics and financial instruments

Listed skills include Investment Banking, Portfolio Management, Bloomberg, Equity Research, and 4 others.

Current workplace

Will Wan's current company

Company context helps verify the profile and gives searchers a useful next step.

National Securities
National Securities
Associate Inestment Executive
greece
Website
nationalpk.gr
Employees
84
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Company profile
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5 roles

Will Wan work experience

A career timeline built from the work history available for this profile.

Associate Inestment Executive

Current
National Securities

New York

  • Helped the company open a new Chinese market
  • Asset allocation analysis for the client portfolio
  • Financial Industry Regulatory Authority (FINRA) registered
  • Active Series 7
Jul 2011 - Present

Research Analyst - Part-Time

Gottesman Company

Greater New York City Area

Multiple database search for an 100 million acquisition deal Due diligence of target company Independent dedicated search

Dec 2011 - Feb 2012

Corprate Access

Morgan Stanley
  • Gathered financial information and research reports for the client companies
  • Helped writing analyze report on private owned companies
  • Edit and Update Public Traded Firms research report by using factset
Jul 2010 - Sep 2010

Investment Banking Intern

China Guosen Security Company
  • Collected document and involved in process and regulations for IPO in China
  • Organized the presentation materials for the company under IPO procedure
Jul 2009 - Sep 2009

Sales Assistant Intern

China Penghua Fund Management Co, Ltd

Assisted in fund investments, central dealing and distribution channelPromoted sales during fund IPO

Jul 2008 - Sep 2008
Team & coworkers

Colleagues at National Securities

Other employees you can reach at nationalpk.gr. View company contacts for 84 employees →

BB Brad Barrett Brad Barrett Colleague at National SecuritiesLombard, Illinois, United States, United States View → DS Dmitriy Samsonov Dmitriy Samsonov Colleague at National SecuritiesUkraine, Ukraine View → ZS Zanin Sotiropoulou Zanin Sotiropoulou Colleague at National SecuritiesGreece, Greece View → CC Christina Cui Christina Cui Colleague at National SecuritiesNew York, New York, United States, United States View → DB David Benamu David Benamu Colleague at National SecuritiesIsrael, Israel View → LB Louis Berkowitz Louis Berkowitz Colleague at National SecuritiesBoynton Beach, Florida, United States, United States View → DF Dimitris Fragkoulis Dimitris Fragkoulis Colleague at National SecuritiesGreece, Greece View → NK Nav Khullar Nav Khullar Colleague at National SecuritiesGreater Melbourne Area, Australia View → DC Dionisopoulos Christ Securities Dionisopoulos Christ Securities Colleague at National SecuritiesGreece, Greece View → JM Jim Medlock Jim Medlock Colleague at National SecuritiesVancouver, Washington, United States, United States View →
2 education records

Will Wan education

M.S., Finance

Hofstra University

Activities and Societies: •Performed analysis of Walt Disney which included an assessment of risk factors, valuation of the firm, and a.

FAQ

Frequently asked questions about Will Wan

Quick answers generated from the profile data available on this page.

What company does Will Wan work for?

Will Wan works for National Securities.

What is Will Wan's role at National Securities?

Will Wan is listed as Associate Inestment Executive at National Securities.

What is Will Wan's email address?

AeroLeads has found 1 work email signal at @nationalsecurities.com for Will Wan at National Securities.

Where is Will Wan based?

Will Wan is based in Queens County, New York, United States while working with National Securities.

What companies has Will Wan worked for?

Will Wan has worked for National Securities, Gottesman Company, Morgan Stanley, China Guosen Security Company, and China Penghua Fund Management Co, Ltd.

Who are Will Wan's colleagues at National Securities?

Will Wan's colleagues at National Securities include Brad Barrett, Dmitriy Samsonov, Zanin Sotiropoulou, Christina Cui, and David Benamu.

How can I contact Will Wan?

You can use AeroLeads to view verified contact signals for Will Wan at National Securities, including work email, phone, and LinkedIn data when available.

What schools did Will Wan attend?

Will Wan holds M.S., Finance from Hofstra University.

What skills is Will Wan known for?

Will Wan is listed with skills including Investment Banking, Portfolio Management, Bloomberg, Equity Research, Economics, Excel, Word, and Access.

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