Anna Chan

Anna Chan: Email & Phone Number

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Investment Research Anaylst at Dakota Wealth Management|Philadelphia, Pennsylvania, United States

Position:

Investment Research Anaylst at Dakota Wealth Management

Location:

Philadelphia, Pennsylvania, United States

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Last updated: 2026-09-12
Updated: 2026-09-12

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Work Experience 1 year

Investment Research Anaylst at Dakota Wealth Management

Mar 2026 - Current

Equity Research Analyst at Drexel University

Mar 2025 - Mar 2026

Anna Chan started working in 2025, then the employee has changed 1 company and 1 job. On average, Anna Chan works for one company for 9 months.

Anna is proficient in Chinese. Their professional focus is Java, Microsoft Excel, and Microsoft PowerPoint across 3 core areas.

Anna holds Bloomberg Market Concepts, FactSet Essentials: Core Products, and Level 2: Excel Yellow Belt certifications and has been awarded Dean's List, Barnwell Honors, and Honorable G. Fred Dibona Athletic Prize of the 160th Class

Education

Drexel University

Bachelor's degree at Central High School

Anna Chan Namesakes

Name
Company
Position
Anna Chan
Finance Manager
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Anna Chan
Business Development
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Anna Chan
Software Engineer
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Ryan Cordner
Operations Analyst
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Marilyn Rios
Managing Director, Senior Client Advisor
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Denyse Schlenker
Relationship Associate
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Lee Pace
Senior Wealth Advisor
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Trevor Buckmaster
Wealth Management Intern
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Rose Geffrard
Administrative Assistant
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Logan Good
Research Analyst
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Donald Loveless
Managing Director
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Alice Cheney
Relationship Associate
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Madelyn Fahnestock
Relationship Associate
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