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Katelyn Pan Email & Phone Number
Client Service Associate
at
Morgan Stanley
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
United States
Company size
Who is Katelyn Pan? Overview
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Quick answer
Katelyn Pan is listed as Client Service Associate at Morgan Stanley, a with 1561 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Katelyn Pan.
Katelyn Pan previously worked as Valuation Associate at Andersen and Investment Associate at Courtyard Ventures. Katelyn Pan holds Business Administration And Management, General from University Of California, Berkeley, Haas School Of Business.
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Email format at Morgan Stanley
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Morgan Stanley
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Profile bio
About Katelyn Pan
Katelyn Pan is a Client Service Associate at Morgan Stanley. She is proficient in French.
Current workplace
Katelyn Pan's current company
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Morgan Stanley
8 roles
Katelyn Pan work experience
A career timeline built from the work history available for this profile.
Valuation Associate
Current
Aug 2023 - Present
Investment Associate
Feb 2023 - Jun 2023
Fp&A Intern
Dec 2019 - May 2022
Student Body President
• Allocated $1.2 million budget to De Anza programs, increasing funding for select programs based on growth and impact• Presented budget allocation to district board and received unanimous approval• Negotiated additional $10,000 in scholarships from president’s funds.• Founded Student Services and Feedback Committee • Led training program for 26 incoming student senators
Jun 2020 - Jun 2021
Marketing Associate
Nov 2018 - Jun 2020
Business Manager
The Epitaph
- more than quintupled the budget of Homestead high school's student-run publication from $7,000 to over $27,000 through successfully selling advertisements in the newspaper, in print and online, to clients. - Created forecasted expense projections and budgets using GSuite and worked with comembers of the editorial board and advisor to plan and pay for annual convention fees.- Increased on and offline engagement amongst students through implementation of different strategies across Instagram, Facebook, and in the physical publication.
Aug 2017 - Jul 2019
Class Of 2019 Social Manager
Homestead High School
Aug 2016 - Jun 2018
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at andersen.com. View company contacts for 1561 employees →
JS
Jose Sanchez
Colleague at Morgan StanleyCicero, Illinois, United States
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MA
Miguel Agustin Lugo Meza
Colleague at Morgan StanleyMéxico, Mexico
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AB
Ajudonu Blessing
Colleague at Morgan StanleyLagos State, Nigeria
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LI
Lilli I Alberga
Colleague at Morgan StanleySan Francisco, California, United States
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CB
Christina Betzer
Colleague at Morgan StanleyAustin, Texas, United States
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AH
Ana Hernández Gil
Colleague at Morgan StanleyMadrid, Community Of Madrid, Spain
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FG
Frank Giardini
Colleague at Morgan StanleyFort Washington, Pennsylvania, United States
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DD
Deep Darji
Colleague at Morgan StanleyBuffalo Grove, Illinois, United States
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AZ
Arlene Zavala
Colleague at Morgan StanleySan Francisco, California, United States
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FP
Fanni Pajor
Colleague at Morgan StanleyHungary
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Jose Sanchez
Colleague at Morgan StanleyCicero, Illinois, United States
View →
MA
Miguel Agustin Lugo Meza
Colleague at Morgan StanleyMéxico, Mexico
View →
AB
Ajudonu Blessing
Colleague at Morgan StanleyLagos State, Nigeria
View →
LI
Lilli I Alberga
Colleague at Morgan StanleySan Francisco, California, United States
View →
CB
Christina Betzer
Colleague at Morgan StanleyAustin, Texas, United States
View →
AH
Ana Hernández Gil
Colleague at Morgan StanleyMadrid, Community Of Madrid, Spain
View →
FG
Frank Giardini
Colleague at Morgan StanleyFort Washington, Pennsylvania, United States
View →
DD
Deep Darji
Colleague at Morgan StanleyBuffalo Grove, Illinois, United States
View →
AZ
Arlene Zavala
Colleague at Morgan StanleySan Francisco, California, United States
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FP
Fanni Pajor
Colleague at Morgan StanleyHungary
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3 education records
Katelyn Pan education
Business Administration And Management, General
Business
Education record
Homestead High School
FAQ
Frequently asked questions about Katelyn Pan
Quick answers generated from the profile data available on this page.
What company does Katelyn Pan work for?
Katelyn Pan works for Morgan Stanley.
What is Katelyn Pan's role at Morgan Stanley?
Katelyn Pan is listed as Client Service Associate at Morgan Stanley.
Where is Katelyn Pan based?
Katelyn Pan is based in United States while working with Morgan Stanley.
What companies has Katelyn Pan worked for?
Katelyn Pan has worked for Morgan Stanley, Andersen, Courtyard Ventures, 23Andme, and De Anza Associated Student Body.
Who are Katelyn Pan's colleagues at Morgan Stanley?
Katelyn Pan's colleagues at Morgan Stanley include Jose Sanchez, Miguel Agustin Lugo Meza, Ajudonu Blessing, Lilli I Alberga, and Christina Betzer.
How can I contact Katelyn Pan?
You can use AeroLeads to view verified contact signals for Katelyn Pan at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Katelyn Pan attend?
Katelyn Pan holds Business Administration And Management, General from University Of California, Berkeley, Haas School Of Business.
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