Eva Dong, CFA

Eva Dong, CFA

Director Of Business Development

Followers of Eva Dong, CFA1000 followers
location of Eva Dong, CFANew York, New York, United States

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  • Timeline

  • About me

    Registered Private Wealth Associate at Merrill Lynch

  • Education

    • New York University

      2017 - 2021
      Bachelor of Science - BS Applied Psychology
    • Beijing City International School

      2014 - 2017

      - Honor Roll for all three academic years - Student Leadership Award

  • Experience

    • Leading Chinese Professionals

      May 2018 - May 2020
      Director Of Business Development
    • China Central Depository & Clearing Co., Ltd

      Jun 2018 - Aug 2018
      Summer Researcher

      China Wealth (Asset) Management Registry and Custody Co. Ltd

    • ICBC (Asia)

      Aug 2018 - Aug 2018
      Wealth Management Summer Intern
    • Merrill Lynch

      Sept 2019 - Feb 2020
      Private Wealth Management Intern
    • NYU Chinese Finance Club

      Aug 2020 - May 2021
      Co President
    • NYU Stern School of Business

      Jan 2021 - May 2021
      Teaching Fellow

      Corporate Finance

    • Merrill Lynch

      May 2021 - now
      Registered Private Wealth Associate

      The Weil Group

  • Licenses & Certifications

    • Securities Industry Essentials

      FINRA
    • Series 66

      FINRA
    • CFA Institute Charterholder

      CFA Institute
      Oct 2025
      View certificate certificate
    • Series 7

      FINRA
  • Volunteer Experience

    • Content Creation Lead, Wealth Management Group

      Issued by CFA Society New York on Apr 2025
      CFA Society New YorkAssociated with Eva Dong, CFA
    • Research Assistant

      Issued by NYU Chinese Families Lab on Jan 2017
      NYU Chinese Families LabAssociated with Eva Dong, CFA
    • Teaching Faculty

      Issued by Migrant Children's Foundation on Jun 2015
      Migrant Children's FoundationAssociated with Eva Dong, CFA