Wendy Pan Email & Phone Number
Managing Director @ Greycourt & Co., Inc.
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Wendy Pan Location
- Portland, OR, US
Wendy Pan Work
- 2023 -now Managing Director @
- 2020 -2023 Senior Vice President @
- 2018 -2020 Director, Private Investments Research @
- 2017 -2018 Vice President, Investment Manager Research, Chief Investment Office @
- 2015 -2016 AVP, Global Equities Due Diligence @
- 2014 -2014 Portfolio Associate, Global Wealth and Investment Management @
- 2014 -2014 Portfolio Associate, Global Wealth and Investment Management @
- 2012 -2013 Economic and Trade Research analyst @ Canadian Trade Office in Taipei
- 2011 -2012 Financial and Business Analyst @
- 2010 -2011 Financial and Business Analyst- Market Management @
- 2009 -2009 Financial Services Analyst @
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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Top Greycourt & Co., Inc. Employees
Chad Cribbs
Director, Manager Research
Gibsonia, PA, US
Megan Thilmony
Administrative Assistant
California, United States
Jared Zeigler
Managing Director
Portland, OR, US
Jamie Linhart
Director Of Operations
Pittsburgh, PA, US
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