Sandra N. Pan
Geen lopende functies
Profiel
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.
Eerdere bekende functies van Sandra N. Pan
| Bedrijven | Functie | Einde |
|---|---|---|
| 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. | Verkoop & Marketing | - |
Opleiding van Sandra N. Pan
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| FIRST REPUBLIC BANK | Finance |
| Bedrijven in privébezit | 2 |
|---|---|
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. | Finance |
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. | Finance |
