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Katelyn Pan Email & Phone Number

Client Service Associate at Morgan Stanley
Location: United States, United States, United States 8 work roles 3 schools
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Current company
Morgan Stanley
Role
Client Service Associate
Location
United States, United States, United States
Company size
1561 employees

Who is Katelyn Pan? Overview

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Quick answer

Katelyn Pan is listed as Client Service Associate at Morgan Stanley, a company with 1561 employees, based in United States, United States, 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
Morgan Stanley
Client Service Associate
United States
Website
andersen.com
Employees
1561
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8 roles

Katelyn Pan work experience

A career timeline built from the work history available for this profile.

Valuation Associate

Current
Andersen

San Francisco, California, United States

Aug 2023 - Present

Investment Associate

Courtyard Ventures

Berkeley, California, United States

Feb 2023 - Jun 2023

Fp&A Intern

23Andme

Sunnyvale, California

Dec 2019 - May 2022

Student Body President

De Anza Associated Student Body
  • 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

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.

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 →

ML Marcel Lion Marcel Lion Colleague at Morgan Stanley Cucq, Hauts-de-France, France, France View → CB Christina Betzer Christina Betzer Colleague at Morgan Stanley Austin, Texas, United States, United States View → DG David G. Bollis David G. Bollis Colleague at Morgan Stanley Houston, Texas, United States, United States View → EM Erika Massie Erika Massie Colleague at Morgan Stanley Washington DC-Baltimore Area, United States View → MB Mike Brandi Mike Brandi Colleague at Morgan Stanley San Francisco Bay Area, United States View → HG Huw Griffiths Huw Griffiths Colleague at Morgan Stanley City Of London, England, United Kingdom, United Kingdom View → JF Joaquin Fernandez Andueza Joaquin Fernandez Andueza Colleague at Morgan Stanley Montevideo, Montevideo, Uruguay, Uruguay View → TS Thorsten Sörup Thorsten Sörup Colleague at Morgan Stanley Frankfurt Rhine-Main Metropolitan Area, Germany View → JW Jason Woolsey Jason Woolsey Colleague at Morgan Stanley South Jordan, Utah, United States, United States View → CM Caitlin Mcgreevy Vona Caitlin Mcgreevy Vona Colleague at Morgan Stanley Greater Boston, United States View →
3 education records

Katelyn Pan education

Business

De Anza College

Activities and Societies: De Anza Student Body Senate, College Council Shared Governance, Chancellor's Advisory Shared Governance, Dean's.

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, United States, 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 Marcel Lion, Christina Betzer, David G. Bollis, Erika Massie, and Mike Brandi.

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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