Sandra Pan Location
- California, United States
Sandra Pan Work
- 2014 - now Wealth Consultant @ SP Consulting
- 2010 - 2013 Executive Managing Director, Director of Client Service @ Evercore, formerly Mt. Eden Investment Advisors
- 2006 - 2010 Senior Managing Director @ First Republic Wealth Advisors
- 1997 - 2006 Senior Vice President, Team Leader, Family Wealth @
- 1995 - 1997 Vice President, Private Client Services, Private Client Manager @ Wells Fargo Bank/First Interstate Bank
- 1984 - 1994 Vice President @ The Chase Manhattan Bank
Sandra Pan Education
- UCLA
BS (Economics)
1975 - 1977
Sandra Pan Skills
- Wealth Management Services
- Private Banking
- Private Client Services
- Manager Selection
- Services
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- SAN
- RIA
- Client Relations Skills
- Asset Managment
Sandra Pan Summary
- Sandra Pan, based in California, United States, is currently a Wealth Consultant at SP Consulting. Sandra Pan brings experience from previous roles at Evercore, formerly Mt. Eden Investment Advisors, First Republic Wealth Advisors, U.S. Trust and Wells Fargo Bank/First Interstate Bank. Sandra Pan holds a 1975 - 1977 BS in Economics @ UCLA. With a robust skill set that includes Wealth Management Services, Private Banking, Private Client Services, Manager Selection, Services and more. Sandra Pan has 1 emails and 2 mobile phone numbers on RocketReach.
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Sandra Pan
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