![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>)
Profil
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.
Anciens postes connus de Ellie Lan
| Sociétés | Poste | Fin |
|---|---|---|
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 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 | - |
Formation de Ellie Lan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
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