Alan Wan Email & Phone Number
Operations Analyst @ Great Gray Trust Company
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Wan Location
- Cherry Hill, NJ, US
Alan Wan Work
- Operations Analyst @ (December 2023 - Present)
- Senior Performance Analyst III @ (April 2007 - January 2024)
- Lead Analyst @ (December 2017 - December 2023)
- Senior Pricing Systems Analyst @ (March 2005 - April 2007)
- Underwriter @ (December 2003 - March 2005)
- Trade Systems Analyst @ Delaware Investments (June 2002 - December 2003)
- Investment Accountant II @ Delaware Investments (June 1999 - June 2002)
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 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Alan Wan?
Find contact details for 700 million professionals.
Top Great Gray Trust Company Employees
Victor Siclari
Chief Compliance Officer
Pittsburgh, PA, US
Bill Farrell
Chairman of the Board
Wilmington, DE, US
Scott Barker
Chief Marketing Officer
Boston, MA, US
Rob Barnett
President and Chief Executive Officer
Boston, MA, US
Mary Lee
Head of Revenue Operations
Yorba Linda, CA, US
Dominick D'Eramo
Chief Investment Officer
Philadelphia, PA, US
Isabelle Blankmeyer
Head of Product
Boston, MA, US
Mercede Tran
Vice President
Woodbury, NJ, US
Matt Giovinazzo
Senior Vice President
Laguna Niguel, CA, US
Katherine Crimmins
Deputy General Counsel
New York, NY, US
TJ
Head of Customer Engagement
Texas, United States
Kellen Foley
Senior Vice President
Laguna Niguel, CA, US
Alex Kahn
Senior Vice President
Newport Beach, CA, US
Joseph Donovan
Sr Vice President Great Gray Trust Company
Boston, MA, US
Michael O'Donnell
Vice President
Arden, NC, US
Peter Stahl
General Counsel and CAO
Boston, MA, US
Steven Kode
Chief Information Security Officer
Chapel Hill, NC, US
John Donohoe
Chief Financial Officer
Chatham, NJ, US
Dan Mahoney
Chief Financial Officer
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co