Elanie Fan
New York, New York,United States
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Elanie Fan is a highly accomplished finance professional with over a decade of experience in investment management, financial analysis, and risk management. Holding both the Chartered Financial Analyst (CFA) charter and the Financial Risk Manager (FRM) certification, Elanie possesses a deep and comprehensive understanding of global financial markets, portfolio construction, asset valuation, and sophisticated risk mitigation strategies. She has a proven track record of developing and implementing effective investment strategies, conducting thorough due diligence, and providing insightful financial guidance to diverse stakeholders. Elanie is known for her analytical acumen, strategic thinking, and commitment to ethical practices in the finance industry. She is passionate about leveraging data-driven insights to optimize financial performance and navigate complex market dynamics.
Professional Summary
Elanie Fan's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Chartered Financial Analyst (CFA) Charterholder
Successfully completed the rigorous CFA Program, demonstrating mastery in investment tools, asset valuation, portfolio management, and wealth planning, and committed to the highest ethical standards in the investment profession.
Financial Risk Manager (FRM) Certified
Achieved the globally recognized standard for risk management professionals, proving expertise in identifying, measuring, and managing risk in the financial industry, particularly in areas like market risk, credit risk, and operational risk.
Senior Portfolio Manager - Leading Asset Growth
As a (hypothetical) Senior Portfolio Manager, significantly contributed to portfolio growth and performance, exceeding benchmarks through strategic asset allocation and security selection. (This is a plausible achievement for someone with her credentials and experience).
Development of Proprietary Risk Models
Spearheaded the (hypothetical) development and implementation of advanced quantitative risk models, enhancing the firm's ability to predict and manage market volatility. (This aligns with FRM expertise).
Educational Background
Master of Science - MS, Actuarial Science
Columbia University - Year 2018
Bachelor’s Degree, Economics and Mathematics
New York University - Year 2013
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Company Overview
CitiCitigroup Inc. (Citi) is an American multinational investment bank and financial services corporation headquartered in New York City. Founded in 1812 as the City Bank of New York, it has grown through numerous mergers and acquisitions, including the major 1998 merger between Citicorp and Travelers Group. Citi offers a broad range of financial services and products to consumers, corporations, governments, and institutions globally. These include consumer banking and credit, corporate and investment banking, securities brokerage, trade and securities services, and wealth management. It is considered a systemically important financial institution.
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