Brian Lan, CFA, is the Director of Investor Relations at Freshworks, having previously held roles at Fiverr, Meta, and DocuSign. They earned a Bachelor's Degree in Science-Business from the University of Notre Dame and have been a CFA Charterholder since 2014, actively participating in the CFA Society of San Francisco. With experience as an Investment Portfolio Manager at Nelson Capital Management and a Financial Advisor at Merrill Lynch Wealth Management, Brian is proficient in socially responsible investing and ESG strategies. Additionally, they are involved in the Asian American young professional community and the singing and dancing communities in the Bay Area.
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