Associate Inestment Executive
Current•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
AeroLeads people directory · profile
Will Wan Email & Phone Number
Associate Inestment Executive
at
National Securities
1 work email found
@nationalsecurities.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Inestment Executive
Location
Queens County, New York, United States
Company size
Who is Will Wan? Overview
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Quick answer
Will Wan is listed as Associate Inestment Executive at National Securities, a 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
This section adds company-level context without repeating Will Wan's masked contact details.
{first_initial}{last}@nationalsecurities.com
86% confidence
AeroLeads found 1 current-domain work email signal for Will Wan. Compare company email patterns before reaching out.
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
5 roles
Will Wan work experience
A career timeline built from the work history available for this profile.
Research Analyst - Part-Time
Multiple database search for an 100 million acquisition deal Due diligence of target company Independent dedicated search
Dec 2011 - Feb 2012
Corprate Access
•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 →
ND
Nicholas D'Amico
Colleague at National SecuritiesMiddletown, New Jersey, United States
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EP
Eugene Pisacreta
Colleague at National SecuritiesGreenwich, Connecticut, United States
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DS
Dmitriy Samsonov
Colleague at National SecuritiesUkraine
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LF
Larry Fox
Colleague at National SecuritiesNew York City Metropolitan Area, United States
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DD
Dan Diaz
Colleague at National SecuritiesNew York City Metropolitan Area, United States
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JN
John Naegele
Colleague at National SecuritiesQueens County, New York, United States
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KS
Kerri Sheehan
Colleague at National SecuritiesGreater Chicago Area, United States
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SB
Stauroula Baliou
Colleague at National SecuritiesGreece
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AA
Asad Ameer
Colleague at National SecuritiesDudley, England, United Kingdom
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DF
Dimitris Fragkoulis
Colleague at National SecuritiesGreece
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Nicholas D'Amico
Colleague at National SecuritiesMiddletown, New Jersey, United States
View →
EP
Eugene Pisacreta
Colleague at National SecuritiesGreenwich, Connecticut, United States
View →
DS
Dmitriy Samsonov
Colleague at National SecuritiesUkraine
View →
LF
Larry Fox
Colleague at National SecuritiesNew York City Metropolitan Area, United States
View →
DD
Dan Diaz
Colleague at National SecuritiesNew York City Metropolitan Area, United States
View →
JN
John Naegele
Colleague at National SecuritiesQueens County, New York, United States
View →
KS
Kerri Sheehan
Colleague at National SecuritiesGreater Chicago Area, United States
View →
SB
Stauroula Baliou
Colleague at National SecuritiesGreece
View →
AA
Asad Ameer
Colleague at National SecuritiesDudley, England, United Kingdom
View →
DF
Dimitris Fragkoulis
Colleague at National SecuritiesGreece
View →
2 education records
Will Wan education
M.S., Finance
Bachelor Of Science, Economics
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 Nicholas D'Amico, Eugene Pisacreta, Dmitriy Samsonov, Larry Fox, and Dan Diaz.
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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