![Ellie Lan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Eerdere bekende functies van Ellie Lan
| Bedrijven | Functie | Einde |
|---|---|---|
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analist-Vaste Inkomen | 31-03-2014 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-2011 |
Betterment LLC
 Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs. | Analyst-Equity | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Opleiding van Ellie Lan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Betterment LLC
Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs. | Finance |
