Wendy Pan's Location
New York, New York, United States
Wendy Pan's Work
- Vice President, Investment Manager Research @ Jefferies
- Director, Private Investments Research @ Segal Marco Advisors
- Vice President, Investment Manager Research, Chief Investment Office @ Bank of America Merrill Lynch
- Assistant Vice President, Global Equities Due Diligence @ Bank of America Merrill Lynch
- Portfolio Associate, Global Wealth and Investment Management @ Bank of America Merrill Lynch
- Co-Founder and Researcher @ Social Innovation Research Group
- Economic and Trade Research Analyst @ Canadian Trade Office in Taipei
- Financial and Business Analyst @ Entrust Energy
- Financial and Business Analyst- Market Management @ Just Energy
- Junior, Financial Services @ Deloitte
Wendy Pan's Education
- Yale School of Management
Master of Business Administration (Management, Entrepreneurship)
2013 - 2015 - University of Toronto
Bachelor of Arts
2009 - University of Toronto - Rotman School of Management
Bachelor of Commerce (Economics, Commerce)
2006 - 2009
- Harvard Business School
- Global University
Wendy Pan's Skills
- Leadership
- Financial Analysis
- Project Management
- Social Entrepreneurship
- Financial Modeling
- Data Research
- Microsoft Excel
- Portfolio Management
- Microsoft SQL Server
- Strategy
Wendy Pan's Summary
Wendy Pan, based in New York, New York, United States, is currently a Vice President, Investment Manager Research at Jefferies, bringing experience from previous roles at Segal Marco Advisors and Bank of America Merrill Lynch. Wendy Pan holds a 2013 - 2015 Master of Business Administration in Management, Entrepreneurship @ Yale School of Management. With a robust skill set that includes Leadership, Financial Analysis, Project Management, Social Entrepreneurship, Financial Modeling and more, Wendy Pan contributes valuable insights to the industry. Wendy Pan has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Wendy Pan you were looking for?
Find contact details for 700 million professionals.
Others Named Wendy Pan
-
1
-
21
-
1
-
2
-
45+
-
1
-
1
-
1
People Like Wendy Pan
-
ViewAllie Kownacki
Events Coordinator at Small Business Investor Alliance
Washington, District of Columbia, United States32 -
31
-
1
-
ViewFrank Collymore
Senior Risk Manager at Jefferies Private Wealth Management at Jefferies
Middletown, NY, US32 -
42
-
21
-
55+
-
22
-
25
Top Jefferies Employees
-
33
-
45+
-
35+
-
12
-
51
-
32
-
23
-
5+1
-
View
Jessica Carrington
Managing Director, Head of Conferences at Jefferies
New York, New York, United States23 -
45+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
