Helen Shan
Director/Board Member at EPAM SYSTEMS, INC.
Net worth: 3 M $ as of 30/03/2024
Profile
Ms. Helen L. Shan is an Independent Director at EPAM Systems, Inc. and a Chief Financial & Revenue Officer at FactSet Research Systems, Inc. She is on the Board of Directors at EPAM Systems, Inc., FactSet Europe Ltd. and Vermilion Holdings Ltd. Ms. Shan was previously employed as a Chief Financial Officer by Mercer Consulting Group, Inc., a Treasurer & Vice President by Marsh & McLennan Cos., Inc., a Treasurer & Vice President by Pitney Bowes, Inc., a Managing Director-Diversified Industries by JPMorgan Securities LLC, and a Controller by Salomon Brothers. She received her undergraduate degree from The Wharton School of the University of Pennsylvania, an undergraduate degree from School of Engineering & Applied Science and an MBA from Johnson Graduate School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 08/11/2023 | 3,277 ( 0.01% ) | 1 M $ | 30/03/2024 | |
EPAM SYSTEMS, INC.
0.01% | 01/06/2023 | 3,876 ( 0.01% ) | 1 M $ | 30/03/2024 |
Helen Shan active positions
| Companies | Position | Start |
|---|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | 03/10/2021 |
| EPAM SYSTEMS, INC. | Director/Board Member | 23/09/2018 |
FactSet Europe Ltd.
 FactSet Europe Ltd. Data Processing ServicesTechnology Services FactSet Europe Ltd. provides online financial and economic information to the financial community. Its clients include analysts, portfolio managers, investment bankers and other financial professionals. The company is headquartered in London, the United Kingdom. | Director/Board Member | 06/10/2018 |
Vermilion Holdings Ltd.
 Vermilion Holdings Ltd. Electronics DistributorsDistribution Services Founded in 2005, Vermilion Holdings Ltd. is a holding British company that operates through its subsidiaries to market client reporting tools. The private company is based in Edinburgh, UK and is part of FactSet Research Systems, Inc. | Director/Board Member | 06/10/2018 |
FactSet UK Ltd.
 FactSet UK Ltd. Financial ConglomeratesFinance FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom. | Director/Board Member | - |
Former positions of Helen Shan
| Companies | Position | End |
|---|---|---|
Mercer Consulting Group, Inc.
 Mercer Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Consulting Group, Inc. engages in the provision of corporate strategy and human resource consulting services. The company is headquartered in Hoboken, NJ. | Director of Finance/CFO | 31/05/2018 |
| MARSH & MCLENNAN COMPANIES | Treasurer | 31/08/2014 |
| PITNEY BOWES INC. | Treasurer | 01/04/2013 |
| Salomon Brothers | Comptroller/Controller/Auditor | - |
| ░░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Helen Shan
| Johnson Graduate School of Management | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| School of Engineering & Applied Science | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 4 |
|---|---|
| MARSH & MCLENNAN COMPANIES | Finance |
| PITNEY BOWES INC. | Transportation |
| FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
| EPAM SYSTEMS, INC. | Technology Services |
| Private companies | 6 |
|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Mercer Consulting Group, Inc.
Mercer Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Consulting Group, Inc. engages in the provision of corporate strategy and human resource consulting services. The company is headquartered in Hoboken, NJ. | Commercial Services |
| Salomon Brothers | Finance |
FactSet Europe Ltd.
FactSet Europe Ltd. Data Processing ServicesTechnology Services FactSet Europe Ltd. provides online financial and economic information to the financial community. Its clients include analysts, portfolio managers, investment bankers and other financial professionals. The company is headquartered in London, the United Kingdom. | Technology Services |
FactSet UK Ltd.
FactSet UK Ltd. Financial ConglomeratesFinance FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom. | Finance |
Vermilion Holdings Ltd.
Vermilion Holdings Ltd. Electronics DistributorsDistribution Services Founded in 2005, Vermilion Holdings Ltd. is a holding British company that operates through its subsidiaries to market client reporting tools. The private company is based in Edinburgh, UK and is part of FactSet Research Systems, Inc. | Distribution Services |
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