Alan Wan Email & Phone Number
Operations Analyst @ Great Gray Trust Company
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Alan Wan Location
- Cherry Hill, NJ, US
Alan Wan Work
- 2023 - now Operations Analyst @
- 2007 - 2024 Senior Performance Analyst III @
- 2017 - 2023 Lead Analyst @
- 2005 - 2007 Senior Pricing Systems Analyst @
- 2003 - 2005 Underwriter @
- 2002 - 2003 Trade Systems Analyst @ Delaware Investments
- 1999 - 2002 Investment Accountant II @ Delaware Investments
Alan Wan Education
- Saint Joseph's University - Erivan K. Haub School of Business
BS (Finance)
1995 - 1999
Alan Wan Skills
- Interpersonal Skills
- Business Process Improvement
- Discrepancy Resolution
- Attention to Detail
- Fixed Income
- Equities
- Analysis
- Bloomberg
- Investments
- Valuation
- Financial Analysis
- Mutual Funds
- Analytical Skills
- Portfolio Management
- Finance
- Financial Services
- SS&C Primatics EVOLV
- Fiduciary
- Market
- Fixed Annuities
- Voyager
- Delaware
- Insurance
- Vendors
- Employment Practices Liability
- Accounting System
- Language Development
- Performance Issues
- Reuters
- WAN
- Municipalities
- Management
- Financial Statements
- Security
- Funding
- Desktop Computers
- PowerPoint
- Investment Policy
- Accounting
- Workflow
- Distribution Strategies
- Factor
- Philadelphia
- Training Sessions
- Settlement
- System
- Healthcare
- Asset Allocation
- Reports
- Futures
- Strategies
- Variable
- Microsoft Excel
- Testing
- New Business Development
- Calculations
- For Profit
- Performance Reporting
- Portfolio Managers
- Trains And Add Rails
- Reporting
- Microsoft
- Partnerships
- Eagle
- Historic
- Improving Efficiency
- C
- Chinese
- Quality Assurance
- Operations
- Values
- Marketing
- Transmissions
- SQL
- Contractual Agreements
- CMO
- Unix
- Brokers
- Computer Proficiency
- Pricing
- Yield
- Responsibility
- Internal Audit
- Awd
- Distribution
- International
- Efficiencies
- Portfolio
- Pricing Systems
- Lotus Notes
- Interfaces
- Mark To Market
- Mortgage Lending
- Compliance
- Outlook
- Microsoft Word
- Parties
- Internal Controls
- Institutional Accounts
- Asset
- Trading System
- Treasury
- Micro Cap
- Trading
- Fair Value
- Liabilities
- Evaluation
- Traders
- Automation
Alan Wan Summary
- Alan Wan, based in Cherry Hill, NJ, US, is currently a Operations Analyst at Great Gray Trust Company. Alan Wan brings experience from previous roles at BNY Mellon and AIG. Alan Wan holds a 1995 - 1999 BS in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Interpersonal Skills, Business Process Improvement, Discrepancy Resolution, Attention to Detail, Fixed Income and more. Alan Wan has 4 emails and 1 mobile phone numbers on RocketReach.
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