Raymond Wan Email & Phone Number
Senior Portfolio Manager @ Signature Estate & Investment Advisors, LLC
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Raymond Wan Location
- Manhattan Beach, CA, US
Raymond Wan Work
- Senior Portfolio Manager @ (May 2023 - Present)
- Portfolio Manager @ (May 2020 - May 2023)
- Trader and Data Operations @ (May 2018 - May 2020)
- Co-Founder @ WFP Wine Company (August 2011 - Present)
- Data Management @ (August 2015 - April 2018)
- Data Integrity Analyst @ (July 2011 - August 2015)
- Specialist @ (April 2010 - July 2011)
- Consultant @ (March 2009 - June 2010)
- Senior Technical Analyst @ (August 2002 - January 2009)
- Investment Support @ (July 2000 - August 2002)
- Trust Administrator @ (September 1998 - July 2000)
Raymond Wan Education
- California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Science (Business Administration, Finance)
1996-1998
Raymond Wan Skills
- Accounting
- Analysis
- Asset Management
- Asset Managment
- Bloomberg
- Business Analysis
- Capital Markets
- Change Management
- Derivatives
- Equities
- Finance
- Financial Analysis
- Fixed Income
- Investments
- Portfolio Management
- Private Equity
- Process Improvement
- Project Management
- Securities
- Strategy
Raymond Wan Summary
- Raymond Wan, based in Manhattan Beach, CA, US, is currently a Senior Portfolio Manager at Signature Estate & Investment Advisors, LLC. Raymond Wan brings experience from previous roles at Signature Estate & Investment Advisors, LLC, WFP Wine Company and First Pacific Advisors (FPA). Raymond Wan holds a 1996 - 1998 Bachelor of Science in Business Administration, Finance @ California State University-Fullerton, Mihaylo College of Business and Economics. With a robust skill set that includes Accounting, Analysis, Asset Management, Asset Managment, Bloomberg and more. Raymond Wan has 7 emails and 2 mobile phone numbers on RocketReach.
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