Brian Lan Email & Phone Number
Director of Investor Relations @ Freshworks
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Brian Lan Location
- California, United States
Brian Lan Work
- 2024 -now Director of Investor Relations @
- 2023 -2024 Investor Relations Manager @
- 2022 -2023 Investor Relations Manager @
- 2019 -2022 Senior Manager, Investor Relations @
- 2016 -2019 Financial Advisor @
- 2012 -2016 Investment Portfolio Manager @ Nelson Capital Management
- 2011 -2012 Associate Portfolio Manager @
- 2009 -2011 Commercial Associate @
Brian Lan Education
- University of Notre Dame
Bachelor's Degree
2005-2009
Brian Lan Skills
- Writing
- Attention to Detail
- Financial Modeling
- Financial Reporting
- Communication
- Finance
- Strategic Communications
- Investment Strategies
- Crisis Communications
- Corporate Communications
- Socially Responsible Investing
- Behavioral Finance
- Investment Management
- Investment Advisory
- Financial Analysis
- Investment Portfolio Management
- Goals Based Asset Management
- Retirement Planning
- Wealth and Legacy Planning
- Investor Relations
- Investor Presentations
- Impact Investing
- Microsoft Office
- Bloomberg Terminal
- Analysis
- Equity Research
- Asset Management
- PowerPoint
- Microsoft Excel
- Customer Service
- FactSet
- Research
- Financial Planning
- Risk Management
- Credit Analysis
- Asset Allocation
- Investment Research
Brian Lan Summary
- Brian Lan, based in California, United States, is currently a Director of Investor Relations at Freshworks. Brian Lan brings experience from previous roles at Fiverr, Meta, DocuSign and Merrill Lynch Wealth Management. Brian Lan holds a 2005 - 2009 Bachelor's Degree @ University of Notre Dame. With a robust skill set that includes Writing, Attention to Detail, Financial Modeling, Financial Reporting, Communication and more. Brian Lan has 2 emails and 3 mobile phone numbers on RocketReach.
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