Wendy Pan's Location
Pasadena, CA, US
Wendy Pan's Work
- Client Service Associate II @ Truist Wealth
- Assistant Vice President, Investment Relationship Officer @ City National Bank
- Portfolio Administrator @ Joel R. Mogy Investment Counsel Inc.
- Senior Portfolio Administrator @ Bjurman, Barry & Associates
Wendy Pan's Education
- University of Southern California
BA (Economics)
1997 - 2001
Wendy Pan's Skills
- Alternative Investments
- Banking
- Accounting
- Valuation
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Financial Services
- Equities
Wendy Pan's Summary
Wendy Pan, based in Pasadena, CA, US, is currently a Client Service Associate II at Truist Wealth, bringing experience from previous roles at City National Bank, Joel R. Mogy Investment Counsel Inc. and Bjurman, Barry & Associates. Wendy Pan holds a 1997 - 2001 BA in Economics @ University of Southern California. With a robust skill set that includes Alternative Investments, Banking, Accounting, Valuation, Portfolio Management and more, Wendy Pan contributes valuable insights to the industry. Wendy Pan has 2 emails on RocketReach.
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