CFA Society New York
Melissa Guan, CFA, currently serves as a Manager at Deloitte since January 2020, with prior experience as a Senior Consultant at the same company. Melissa is also a volunteer for CFA Society New York since September 2019. Previously, Melissa worked as an Associate Analyst in Equity Research at Mizuho from November 2018 to September 2019, where responsibilities included conducting independent research and developing financial forecasts. Melissa's earlier career included roles at Citi as an Equity Research Senior Associate and Fixed Income Research Associate from August 2013 to October 2018, where significant accomplishments involved building financial models and presenting investment research. Melissa began professional experience as a Management Trainee at the Industrial and Commercial Bank of China from May 2011 to July 2012. Educational qualifications include two Master’s degrees in Finance from the University of Rochester and a Bachelor's degree in Economics and Finance from the University of International Business and Economics, alongside participation in a study tour at the United Nations in Geneva.
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CFA Society New York
CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America. In addition to delivering more than 200 events a year for nearly 9,000 members, CFA Society New York is responsible for preparing hundreds of candidates in the New York metropolitan area for the Chartered Financial Analyst® exam. CFA Society New York is committed to promoting best practices and fiduciary responsibility in finance.