Sandra N. Pan

Keine laufenden Positionen mehr

Finance

Consumer Services

Profil

Ms. Pan joined Mt.
Eden in 2010 with wealth of banking, investment and wealth advisory experience.
She most recently was a Senior Managing Director at First Republic Bank and before that was a Senior Vice President at U.S.
Trust.
Ms. Pan holds a Bachelor of Science degree from UCLA as well as the CTFA and CIMA.

Ehemalige bekannte Positionen von Sandra N. Pan

Unternehmen	Position	Ende
FIRST REPUBLIC BANK	Corporate Officer/Principal	-
U.S. Trust Co. of North Carolina U.S. Trust Co. of North Carolina Regional BanksFinance U.S. Trust Co. of North Carolina operates as a state chartered commercial bank. The company is based in Greensboro, NC. The company was founded by Richard Thurston Holderness.	Corporate Officer/Principal	-
Mt. Eden Investment Advisors LLC Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012.	Vertrieb & Marketing	-

Sehen Sie sich die Erfahrung von Sandra N. Pan im Detail an

Ausbildung von Sandra N. Pan

University of California, Los Angeles

Undergraduate Degree

Erfahrungen
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