Wendy Pan Email & Phone Number
Managing Director @ Greycourt & Co., Inc.
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Wendy Pan Location
- Portland, OR, US
Wendy Pan Work
- Managing Director @ (May 2023 - Present)
- Senior Vice President @ (May 2020 - May 2023)
- Director, Private Investments Research @ (November 2018 - May 2020)
- Vice President, Investment Manager Research, Chief Investment Office @ (January 2017 - November 2018)
- AVP, Global Equities Due Diligence @ (July 2015 - December 2016)
- Portfolio Associate, Global Wealth and Investment Management @ (January 2014 - December 2014)
- Portfolio Associate, Global Wealth and Investment Management @ (January 2014 - January 2014)
- Economic and Trade Research analyst @ Canadian Trade Office in Taipei (August 2012 - April 2013)
- Financial and Business Analyst @ (November 2011 - August 2012)
- Financial and Business Analyst- Market Management @ (May 2010 - November 2011)
- Financial Services Analyst @ (June 2009 - August 2009)
Wendy Pan Education
- Yale School of Management
Master of Business Administration (M.B.A.) (Investment Management)
2013-2015 - University of Toronto - Rotman School of Management
B.Comm (Commerce and Economics - Trinity College)
2006-2009
Wendy Pan Skills
- Financial Analysis
- Data Research
- Microsoft Excel
- Microsoft SQL Server
- Social Entrepreneurship
- Innovation Research
- Leadership
- Project Management
- Investments
- Financial Modeling
- Data Analysis
- Research
- Impact Investing
- Portfolio Management
- Due Diligence
- Strategy
Wendy Pan Summary
- Wendy Pan, based in Portland, OR, US, is currently a Managing Director at Greycourt & Co., Inc.. Wendy Pan brings experience from previous roles at Jefferies, Segal Marco Advisors and Bank of America Merrill Lynch. Wendy Pan holds a 2013 - 2015 Master of Business Administration (M.B.A.) in Investment Management @ Yale School of Management. With a robust skill set that includes Financial Analysis, Data Research, Microsoft Excel, Microsoft SQL Server, Social Entrepreneurship and more. Wendy Pan has 2 emails and 2 mobile phone numbers on RocketReach.
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