Sophie Yan
Marktstratege bei BofA Securities, Inc.
Profil
Sophie Yan is currently working as a Municipal Research Strategist at BofA Securities, Inc. She previously worked as a Municipal Research Strategist at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2014 to 2019 and as an Analyst at Morgan Stanley & Co. LLC in 2014.
Before that, she worked as a Principal at Pride Technologies LLC in 2013.
Ms. Yan received her graduate degree from The Trustees of Columbia University in The City of New York in 2011, her MBA from the University of Illinois in 2009, and her undergraduate degree from Nanjing University in 2006.
Aktive Positionen von Sophie Yan
| Unternehmen | Position | Beginn |
|---|---|---|
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Marktstratege | 01.05.2019 |
Ehemalige bekannte Positionen von Sophie Yan
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Marktstratege | 01.05.2019 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31.08.2014 |
Pride Technologies LLC
 Pride Technologies LLC Miscellaneous Commercial ServicesCommercial Services Pride Technologies LLC provides information technology and business process solutions. It offers services such as virtualization, storage, networking & staffing solutions, business analytics and cloud computing. The company was founded by Leo Russell in 1983 and is headquartered in New York, NY. | Corporate Officer/Principal | 30.09.2013 |
Ausbildung von Sophie Yan
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| University of Illinois | Masters Business Admin |
| Nanjing University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Pride Technologies LLC
Pride Technologies LLC Miscellaneous Commercial ServicesCommercial Services Pride Technologies LLC provides information technology and business process solutions. It offers services such as virtualization, storage, networking & staffing solutions, business analytics and cloud computing. The company was founded by Leo Russell in 1983 and is headquartered in New York, NY. | Commercial Services |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
