Lucy Yan Email & Phone Number

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2022 -now First Vice President | Financial Advisor | International Client Advisor @
2018 -2022 First Vice President, Private Banking Group @
2016 -2018 Vice President, Multi-Asset Investment @
2013 -2016 Associate, Wealth Strategy @
2013 -2013 Market Research and Data Analyst Intern @
2010 -2010 Summer Associate @

Columbia University in the City of New York
Master of Science (Master of Science, Operations Research)
Purdue University
Study Abroad (Study Abroad, Statistics)
UCL
Bachelor and Master in Science (Bachelor and Master in Science, Statistics and Economics)

Lucy Yan, based in California, United States, is currently a First Vice President | Financial Advisor | International Client Advisor at Morgan Stanley Wealth Management. Lucy Yan brings experience from previous roles at East West Bank, Morgan Stanley and L2 Inc.. Lucy Yan holds a Master of Science in Master of Science, Operations Research @ Columbia University in the City of New York. With a robust skill set that includes R, Economics, Valuation, Matlab, Financial Modeling and more. Lucy Yan has 2 emails on RocketReach.