Profile
Eric Chan worked as an Associate Director at UBS Securities LLC in 2014, an Associate at Neuberger Berman (Broker) from 2007 to 2011, an Associate at Moody's Analytics, Inc. in 2013, an Analyst at CLSA Americas LLC in 2016, and is currently working in Equity Research at Wells Fargo Securities LLC since 2017.
He received his MBA from Cornell University in 2013 and completed his undergraduate degree at the University of Michigan.
Former positions of Eric Chan
Companies | Position | End |
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Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Analyst-Equity | 01/04/2022 |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Corporate Officer/Principal | 01/02/2017 |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Corporate Officer/Principal | 01/04/2014 |
Moody's Analytics, Inc.
Moody's Analytics, Inc. Miscellaneous Commercial ServicesCommercial Services Moody's Analytics, Inc. provides financial intelligence and analytical tools. It offers asset and liability management, credit origination, and regulatory and accounting solutions. The company was founded in January 2008 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/12/2013 |
Neuberger Berman (Broker)
Neuberger Berman (Broker) Investment Banks/BrokersFinance Neuberger Berman (Broker), a subsidiary of Neuberger Berman, Inc. (NYSE: NRI) is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Their ultimate parent is Lehman Brothers Holdings, Inc. (NYSE: LEH). The firm is a member of the NYSE, the NASD and the SIPC. | Corporate Officer/Principal | 01/07/2011 |
Training of Eric Chan
University of Michigan | Undergraduate Degree |
Cornell University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Neuberger Berman (Broker)
Neuberger Berman (Broker) Investment Banks/BrokersFinance Neuberger Berman (Broker), a subsidiary of Neuberger Berman, Inc. (NYSE: NRI) is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Their ultimate parent is Lehman Brothers Holdings, Inc. (NYSE: LEH). The firm is a member of the NYSE, the NASD and the SIPC. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Moody's Analytics, Inc.
Moody's Analytics, Inc. Miscellaneous Commercial ServicesCommercial Services Moody's Analytics, Inc. provides financial intelligence and analytical tools. It offers asset and liability management, credit origination, and regulatory and accounting solutions. The company was founded in January 2008 and is headquartered in New York, NY. | Commercial Services |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
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