Will Wan

Will Wan Email and Phone Number

Financial Analyst @ National Securities
greece
Will Wan's Location
Queens County, New York, United States, United States
Will Wan's Contact Details

Will Wan work email

Will Wan personal email

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

Will Wan's Current Company Details
National Securities

National Securities

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Financial Analyst
greece
Website:
nationalpk.gr
Employees:
84
Will Wan Work Experience Details
  • National Securities
    Associate Inestment Executive
    National Securities Jul 2011 - Present
    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
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  • Gottesman Company
    Research Analyst - Part-Time
    Gottesman Company Dec 2011 - Feb 2012
    Greater New York City Area
    Multiple database search for an 100 million acquisition deal Due diligence of target company Independent dedicated search
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  • Morgan Stanley
    Corprate Access
    Morgan Stanley Jul 2010 - Sep 2010
    •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
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  • China Guosen Security Company
    Investment Banking Intern
    China Guosen Security Company Jul 2009 - Sep 2009
    •Collected document and involved in process and regulations for IPO in China •Organized the presentation materials for the company under IPO procedure
  • China Penghua Fund Management Co, Ltd
    Sales Assistant Intern
    China Penghua Fund Management Co, Ltd Jul 2008 - Sep 2008
    Assisted in fund investments, central dealing and distribution channelPromoted sales during fund IPO

Will Wan Skills

Investment Banking Portfolio Management Bloomberg Equity Research Economics Excel Word Access

Will Wan Education Details

Frequently Asked Questions about Will Wan

What company does Will Wan work for?

Will Wan works for National Securities

What is Will Wan's role at the current company?

Will Wan's current role is Financial Analyst.

What is Will Wan's email address?

Will Wan's email address is l-****@****ail.com

What schools did Will Wan attend?

Will Wan attended Hofstra University, Shanghai Maritime University.

What skills is Will Wan known for?

Will Wan has skills like Investment Banking, Portfolio Management, Bloomberg, Equity Research, Economics, Excel, Word, Access.

Who are Will Wan's colleagues?

Will Wan's colleagues are John Naegele, Private Clients Desk Privedesk, David Benamu, Aly Mostafa, Vishwajit Solanke, Ryan O'connell, Stauroula Baliou.

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