Sandra Pan Email & Phone Number
Wealth Consultant
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Sandra Pan Location
- California, United States
Sandra Pan Work
- Wealth Consultant @ SP Consulting (January 2014 - Present)
- Executive Managing Director, Director of Client Service @ Evercore, formerly Mt. Eden Investment Advisors (May 2010 - March 2013)
- Senior Managing Director @ First Republic Wealth Advisors (May 2006 - May 2010)
- Senior Vice President, Team Leader, Family Wealth @ (December 1997 - May 2006)
- Vice President, Private Client Services, Private Client Manager @ Wells Fargo Bank/First Interstate Bank (January 1995 - December 1997)
- Vice President @ The Chase Manhattan Bank (June 1984 - December 1994)
Sandra Pan Education
- UCLA
BS (Economics)
1975-1977
Sandra Pan Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Client Relations Skills
- Investment Advisory
- Manager Selection
- Nonprofit Organizations
- Private Banking
- Private Client Services
- Wealth Management Services
- Services
- Financial Services
- Wealth Management
- SAN
- RIA
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 Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Client Relations Skills and more. Sandra Pan has 1 emails and 2 mobile phone numbers on RocketReach.
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