Lucy Yan Email & Phone Number
First Vice President | Financial Advisor | International Client Advisor @ Morgan Stanley Wealth Management
Lucy Yan Location
California, United States
Lucy Yan Work
- 2022 - now First Vice President | Financial Advisor | International Client Advisor @ Morgan Stanley Wealth Management
- 2018 - 2022 First Vice President, Private Banking Group @ East West Bank
- 2016 - 2018 Vice President, Multi-Asset Investment @ Morgan Stanley
- 2013 - 2016 Associate, Wealth Strategy @ Morgan Stanley
- 2013 - 2013 Market Research and Data Analyst Intern @ L2 Inc.
- 2010 - 2010 Summer Associate @ PwC
Lucy Yan Education
- Columbia University in the City of New York
Master of Science (Operations Research)
- Purdue University
Study Abroad (Statistics)
- UCL
Bachelor and Master in Science (Statistics and Economics)
Lucy Yan Skills
- R
- Economics
- Valuation
- Matlab
- Financial Modeling
- Data Analysis
- Value Investing
- Bloomberg
- Monte Carlo Modeling
- Market Research
Lucy Yan Summary
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 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.
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Top Morgan Stanley Wealth Management Employees
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